2023 Form 5500 filing — Helen Andrews, Inc. Defined Benefit Pension 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 20250813124741NAL0004888595001) for Helen Andrews, Inc. Defined Benefit Pension Plan, reported by Helen Andrews, Inc. under EIN 22-3088658 and plan number 001. It reports 6 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.9MReported net assets$1,854,572
Participants6
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250813124741NAL0004888595001
Plan sponsor
Helen Andrews, Inc.
EIN
22-3088658
Plan number
001
Location
Plandome, NY
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 I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.9M total assets
Net assets$1.9MLiabilities$0
Money in vs. money out
Total income / additions$53.6K
Total expenses$47.2K
Benefits paid / distributions$47.2K
Contributions
Employer$0
Participant$0
Full reported line items
Total assets (EOY)
$1,854,572
Total liabilities (EOY)
$0
Net assets (EOY)
$1,854,572
Employer contributions
$0
Participant contributions
$0
Total income / additions
$53,597
Benefits paid
$47,214
Administrative expenses
$0
Total expenses
$47,214
Net increase / (decrease)
$6,383

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250813124741NAL0004888595001 cover?
It is the 2023 Form 5500 filing for Helen Andrews, Inc. Defined Benefit Pension Plan, reported by Helen Andrews, Inc. (EIN 22-3088658).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages