2023 Form 5500 filing — Helfand Consulting, Inc. Retirement 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 20250430162540NAL0001446707001) for Helfand Consulting, Inc. Retirement Plan, reported by Helfand Consulting, Inc. under EIN 84-3763148 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20250430162540NAL0001446707001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Helfand Consulting, Inc.
- EIN
- 84-3763148
- Plan number
- 001
- Location
- Tarpon Springs, FL
- Participants
- 2
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $88,915
- Net assets (EOY)
- $88,915
- Total income / additions
- $13,931
- Total expenses
- $0
- Net increase / (decrease)
- $13,931
- Schedule source
- Schedule I