The Leona M And Harry B Helmsley Charitable Trust 401(K) Plan — Form 5500 plan (Leona M. And Harry B. Helmsley Charitable)
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, The Leona M And Harry B Helmsley Charitable Trust 401(K) Plan is a benefit plan reported by Leona M. And Harry B. Helmsley Charitable under EIN 13-7184401 and plan number 001. The latest loaded filing year is 2023. The filing reports 155 participants and $40,253,287 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Leona M. And Harry B. Helmsley Charitable
- EIN
- 13-7184401
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 155
- End-of-year plan assets
- $40,253,287
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 155 | H, C | 20240701141201NAL0004264977001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,253,287
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,253,287
- Net assets (BOY)
- $31,524,547
Income & contributions
- Employer contributions
- $2,697,394
- Participant contributions
- $1,542,239
- Total contributions
- $4,331,612
- Total income / additions
- $10,016,665
Expenses & distributions
- Benefits paid
- $1,158,346
- Administrative expenses
- $129,579
- Total expenses
- $1,287,925
- Net increase / (decrease)
- $8,728,740
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $129,579 | $0 | 2023 |
| Resources Investment Advisors | INVESTMENT ADVISORY | $0 | $66,332 | 2023 |