2023 Form 5500 filing — Helfman Enterprises, Inc. 401(K) Profit Sharing Plan & Trust
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 20240920145126NAL0015733058001) for Helfman Enterprises, Inc. 401(K) Profit Sharing Plan & Trust, reported by Helfman Enterprises, Inc. under EIN 74-2200964 and plan number 001. It reports 553 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)$24.3MReported net assets$24,318,255
Participants553
Provider compensation$61.8K2 Schedule C row(s)$61,819
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240920145126NAL0015733058001
- Plan sponsor
- Helfman Enterprises, Inc.
- EIN
- 74-2200964
- Plan number
- 001
- Location
- Houston, TX
- 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)$24.3M total assets
Net assets$24.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $24,318,255
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,318,255
- Employer contributions
- $470,132
- Participant contributions
- $1,552,700
- Total income / additions
- $6,214,878
- Benefits paid
- $971,708
- Administrative expenses
- $61,819
- Total expenses
- $1,033,527
- Net increase / (decrease)
- $5,181,351
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Legacy Asset Management, Inc | NONE | $33,534 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $28,285 | $0 |