2023 Form 5500 filing — Helms Bros. 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 20241015123141NAL0049402336001) for Helms Bros. Inc. 401(K) Plan, reported by Helms Bros. Inc. under EIN 11-2417038 and plan number 003. It reports 212 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015123141NAL0049402336001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Helms Bros. Inc.
- EIN
- 11-2417038
- Plan number
- 003
- Location
- Bayside, NY
- Participants
- 212
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,970,615
- Total liabilities (EOY)
- $30,271
- Net assets (EOY)
- $15,940,344
- Employer contributions
- $93,092
- Participant contributions
- $918,503
- Total income / additions
- $3,306,950
- Benefits paid
- $583,173
- Administrative expenses
- $60,695
- Total expenses
- $681,681
- Net increase / (decrease)
- $2,625,269
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $60,695 | $0 |
| Private Advisor Group LLC | INVESTMENT ADVISORY | $0 | $34,907 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |