2023 Form 5500 filing — Helical Drilling 401(K) Profit Sharing 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 20241015170423NAL0058862322001) for Helical Drilling 401(K) Profit Sharing Plan, reported by Helical Drilling, Inc. under EIN 36-4615460 and plan number 001. It reports 132 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)$9.2MReported net assets$9,172,180

Participants132

Provider compensation$25.4K4 Schedule C row(s)$25,367

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015170423NAL0058862322001
Plan sponsor: Helical Drilling, Inc.
EIN: 36-4615460
Plan number: 001
Location: Braintree, MA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

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)$9.2M total assets

Net assets$9.2MLiabilities$0

Money in vs. money out

Total income / additions$2.8M

Total expenses$554.1K

Benefits paid / distributions$517.5K

Contributions

Employer$372.7K

Participant$840K

Full reported line items

Total assets (EOY): $9,172,180
Total liabilities (EOY): $0
Net assets (EOY): $9,172,180
Employer contributions: $372,733
Participant contributions: $839,977
Total income / additions: $2,756,604
Benefits paid: $517,511
Administrative expenses: $27,114
Total expenses: $554,129
Net increase / (decrease): $2,202,475

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Focus Operating LLC Dba Neirg Wealt$18.2K
INVESTMENT ADVISOR · Direct $18.2K
2
The Angell Pension Group, Inc.$5.7K
TPA · Direct $2.1K · Indirect $3.5K
3
Empower Annuity Ins Co Of America$1.4K
RECORDKEEPER · Direct $1.4K · Indirect $0
4
Empower Advisory Group, LLC$122
INVESTMENT MGMT · Direct $122

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015170423NAL0058862322001 cover?: It is the 2023 Form 5500 filing for Helical Drilling 401(K) Profit Sharing Plan, reported by Helical Drilling, Inc. (EIN 36-4615460).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).