Brian Helgemo 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Brian C. Helgemo, P.A.)
Plain-English plan 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, Brian Helgemo 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Brian C. Helgemo, P.A. under EIN 05-0607753 and plan number 001. The latest loaded filing year is 2023. The filing reports 7 participants and $1,185,981 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brian C. Helgemo, P.A.
- EIN
- 05-0607753
- Plan number
- 001
- Plan type
- 2
- Location
- Punta Gorda, FL
- Latest filing year
- 2023
- Participants
- 7
- End-of-year plan assets
- $1,185,981
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7 | I | 20250428195129NAL0008288339001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,185,981
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,185,981
- Net assets (BOY)
- $1,026,469
Income & contributions
- Employer contributions
- $22,314
- Participant contributions
- $42,637
- Total income / additions
- $166,975
Expenses & distributions
- Benefits paid
- $1,141
- Administrative expenses
- $114
- Total expenses
- $7,463
- Net increase / (decrease)
- $159,512
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.