2023 Form 5500 filing — Helios Technologies, Inc. 401(K) Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240717171427NAL0009576002001) for Helios Technologies, Inc. 401(K) Retirement Plan, reported by Helios Technologies, Inc. under EIN 59-2754337 and plan number 001. It reports 1,549 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240717171427NAL0009576002001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Helios Technologies, Inc.
- EIN
- 59-2754337
- Plan number
- 001
- Location
- Sarasota, FL
- Participants
- 1,549
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $134,185,797
- Total liabilities (EOY)
- $15
- Net assets (EOY)
- $134,185,782
- Employer contributions
- $3,227,922
- Participant contributions
- $5,947,654
- Total income / additions
- $27,025,131
- Benefits paid
- $14,405,161
- Administrative expenses
- $232,582
- Total expenses
- $14,641,773
- Net increase / (decrease)
- $12,383,358
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $146,339 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $98,131 | not reported in the loaded dataset |
| Provise Management Group LLC | NONE | $6,209 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $5,639 | $0 |
| Charles Schwab Trust Bank | NONE | $0 | $0 |