2023 Form 5500 filing — Helix Environmental Planning, Inc. Employee Stock Ownership 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 20241010231939NAL0035440944001) for Helix Environmental Planning, Inc. Employee Stock Ownership Plan, reported by Helix Environmental Planning, Inc. under EIN 33-0493636 and plan number 002. It reports 213 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010231939NAL0035440944001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Helix Environmental Planning, Inc.
- EIN
- 33-0493636
- Plan number
- 002
- Location
- La Mesa, CA
- Participants
- 213
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,725,637
- Total liabilities (EOY)
- $647
- Net assets (EOY)
- $7,724,990
- Employer contributions
- $554,107
- Total income / additions
- $1,137,022
- Benefits paid
- $613,563
- Administrative expenses
- $46,481
- Total expenses
- $660,044
- Net increase / (decrease)
- $476,978
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transition Finance | NONE | $31,089 | not reported in the loaded dataset |
| Rusk O'Brien Gido + Partners, LLC | NONE | $14,500 | not reported in the loaded dataset |