Helix Electric, Inc. 401(K) Savings Plan — Form 5500 plan (Helix Electric, 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, Helix Electric, Inc. 401(K) Savings Plan is a benefit plan reported by Helix Electric, Inc. under EIN 33-0124909 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,788 participants and $154,327,636 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Helix Electric, Inc.
EIN
33-0124909
Plan number
001
Plan type
2
Location
San Diego, CA
Latest filing year
2023
Participants
3,788
End-of-year plan assets
$154,327,636

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,788H, C20241010160144NAL0011702915001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$154,327,636
Total liabilities (EOY)
$0
Net assets (EOY)
$154,327,636
Net assets (BOY)
$128,306,349

Income & contributions

Employer contributions
$7,087,464
Participant contributions
$9,656,317
Total contributions
$17,494,320
Total income / additions
$41,173,349

Expenses & distributions

Benefits paid
$14,401,644
Administrative expenses
$555,367
Total expenses
$15,152,062
Net increase / (decrease)
$26,021,287

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ONONE$394,615$02023
Cwm LLCNONE$160,752not reported in the loaded dataset2023

Related Form 5500 pages