2023 Form 5500 filing — Brian Helgemo 401(K) Profit Sharing Plan And 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 20250428195129NAL0008288339001) for Brian Helgemo 401(K) Profit Sharing Plan And Trust, reported by Brian C. Helgemo, P.A. under EIN 05-0607753 and plan number 001. It reports 7 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20250428195129NAL0008288339001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brian C. Helgemo, P.A.
- EIN
- 05-0607753
- Plan number
- 001
- Location
- Punta Gorda, FL
- Participants
- 7
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,185,981
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,185,981
- Employer contributions
- $22,314
- Participant contributions
- $42,637
- Total income / additions
- $166,975
- Benefits paid
- $1,141
- Administrative expenses
- $114
- Total expenses
- $7,463
- Net increase / (decrease)
- $159,512
- Schedule source
- Schedule I