2023 Form 5500 filing — Helicopter Express 401(K) 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 20240823132221NAL0003670499001) for Helicopter Express 401(K) Plan, reported by Helicopter Express, Inc. under EIN 58-2219883 and plan number 001. It reports 143 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240823132221NAL0003670499001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Helicopter Express, Inc.
- EIN
- 58-2219883
- Plan number
- 001
- Location
- Chamblee, GA
- Participants
- 143
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,920,610
- Total liabilities (EOY)
- $12,507
- Net assets (EOY)
- $5,908,103
- Employer contributions
- $311,743
- Participant contributions
- $646,990
- Total income / additions
- $2,247,788
- Benefits paid
- $262,237
- Administrative expenses
- $47,307
- Total expenses
- $309,607
- Net increase / (decrease)
- $1,938,181
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins. Co Of America | RECORDKEEPER | $22,618 | $0 |
| Northwestern Mutual Weatlth Mgmt Co | INVESTMENT ADVISOR | $19,441 | not reported in the loaded dataset |
| My Benefits LLC | CONTRACT ADMIN | $1,149 | $4,757 |
| Northwestern Mutual Investment Svcs | BROKER/ADVISER | $0 | $5,144 |