2023 Form 5500 filing — Heliocampus 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 20240911092114NAL0004126899001) for Heliocampus 401(K) Plan, reported by Heliocampus, Inc. under EIN 47-5197643 and plan number 001. It reports 141 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$9.4MReported net assets$9,378,789
Participants141
Provider compensation$34.7K3 Schedule C row(s)$34,674
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240911092114NAL0004126899001
- Plan sponsor
- Heliocampus, Inc.
- EIN
- 47-5197643
- Plan number
- 001
- Location
- Bethesda, MD
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$9.4M total assets
Net assets$9.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $9,378,789
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,378,789
- Employer contributions
- $577,638
- Participant contributions
- $1,121,457
- Total income / additions
- $3,426,083
- Benefits paid
- $682,468
- Administrative expenses
- $34,674
- Total expenses
- $717,142
- Net increase / (decrease)
- $2,708,941
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Massachusetts Mutual Life Ins Comp | INVESTMENT ADVISOR | $23,298 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $10,349 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,027 | not reported in the loaded dataset |