Helmer Scientific LLC 401(K) Plan — Form 5500 plan (Helmer Scientific LLC)
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, Helmer Scientific LLC 401(K) Plan is a benefit plan reported by Helmer Scientific LLC under EIN 41-1432277 and plan number 001. The latest loaded filing year is 2023. The filing reports 832 participants and $3,785,805 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Helmer Scientific LLC
- EIN
- 41-1432277
- Plan number
- 001
- Plan type
- 2
- Location
- Noblesville, IN
- Latest filing year
- 2023
- Participants
- 832
- End-of-year plan assets
- $3,785,805
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 832 | H, C | 20241015090908NAL0048604352001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,785,805
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,785,805
- Net assets (BOY)
- $18,959,125
Income & contributions
- Employer contributions
- $382,842
- Participant contributions
- $942,243
- Total contributions
- $1,376,348
- Total income / additions
- $3,309,480
Expenses & distributions
- Benefits paid
- $18,423,544
- Administrative expenses
- $58,455
- Total expenses
- $18,482,800
- Net increase / (decrease)
- -$15,173,320
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $30,738 | $0 | 2023 |
| Procourse Fiduciary Advisors LLC | ADVISOR\INVESTMENT ADV | $21,250 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $6,467 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Helmer Scientific LLC
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Noblesville, IN
- Fidelity Investments Institutional — Schedule C compensation
- Procourse Fiduciary Advisors LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation