Plan5500

Helms Bros. Inc. 401(K) Plan — Form 5500 plan (Helms Bros. Inc.)

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, Helms Bros. Inc. 401(K) Plan is a benefit plan reported by Helms Bros. Inc. under EIN 11-2417038 and plan number 003. The latest loaded filing year is 2023. The filing reports 212 participants and $15,970,615 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Helms Bros. Inc.
EIN
11-2417038
Plan number
003
Plan type
2
Location
Bayside, NY
Latest filing year
2023
Participants
212
End-of-year plan assets
$15,970,615

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023212H, C20241015123141NAL0049402336001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,970,615
Total liabilities (EOY)
$30,271
Net assets (EOY)
$15,940,344
Net assets (BOY)
$13,315,075

Income & contributions

Employer contributions
$93,092
Participant contributions
$918,503
Total contributions
$1,052,561
Total income / additions
$3,306,950

Expenses & distributions

Benefits paid
$583,173
Administrative expenses
$60,695
Total expenses
$681,681
Net increase / (decrease)
$2,625,269

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$60,695$02023
Private Advisor Group LLCINVESTMENT ADVISORY$0$34,9072023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages