2023 Form 5500 filing — Heligroup Holdings, Inc. 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 20241001074735NAL0006751777001) for Heligroup Holdings, Inc. 401(K) Plan, reported by Heligroup Holdings, Inc. under EIN 46-4572040 and plan number 001. It reports 280 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001074735NAL0006751777001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Heligroup Holdings, Inc.
- EIN
- 46-4572040
- Plan number
- 001
- Location
- Howell, MI
- Participants
- 280
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,158,439
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,158,439
- Employer contributions
- $574,121
- Participant contributions
- $1,581,809
- Total income / additions
- $5,185,029
- Benefits paid
- $2,869,578
- Administrative expenses
- $100,583
- Total expenses
- $3,023,578
- Net increase / (decrease)
- $2,161,451
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co | RECORDKEEPER | $59,207 | $0 |
| Edward D Jones & Co Lp | INVESTMENT ADVISOR | $30,066 | not reported in the loaded dataset |
| The Retirement Advantage Inc | CONTRACT ADMIN | $8,245 | not reported in the loaded dataset |
| Construction Helicopters Inc | OTHER | $3,065 | not reported in the loaded dataset |