Plan5500

Helix Environmental Planning, Inc. Employee Stock Ownership Plan — Form 5500 plan (Helix Environmental Planning, 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 Environmental Planning, Inc. Employee Stock Ownership Plan is a benefit plan reported by Helix Environmental Planning, Inc. under EIN 33-0493636 and plan number 002. The latest loaded filing year is 2023. The filing reports 213 participants and $7,725,637 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Helix Environmental Planning, Inc.
EIN
33-0493636
Plan number
002
Plan type
2
Location
La Mesa, CA
Latest filing year
2023
Participants
213
End-of-year plan assets
$7,725,637

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023213H, C20241010231939NAL0035440944001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,725,637
Total liabilities (EOY)
$647
Net assets (EOY)
$7,724,990
Net assets (BOY)
$7,248,012

Income & contributions

Employer contributions
$554,107
Total contributions
$554,107
Total income / additions
$1,137,022

Expenses & distributions

Benefits paid
$613,563
Administrative expenses
$46,481
Total expenses
$660,044
Net increase / (decrease)
$476,978

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transition FinanceNONE$31,089not reported in the loaded dataset2023
Rusk O'Brien Gido + Partners, LLCNONE$14,500not reported in the loaded dataset2023

Related Form 5500 pages