Heliogen, Inc. 401(K) Plan — Form 5500 plan (Heliogen, 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, Heliogen, Inc. 401(K) Plan is a benefit plan reported by Heliogen, Inc. under EIN 46-2456201 and plan number 001. The latest loaded filing year is 2023. The filing reports 244 participants and $9,527,160 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heliogen, Inc.
- EIN
- 46-2456201
- Plan number
- 001
- Plan type
- 2
- Location
- Pasadena, CA
- Latest filing year
- 2023
- Participants
- 244
- End-of-year plan assets
- $9,527,160
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 244 | H, C | 20241009120254NAL0019133697001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,527,160
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,527,160
- Net assets (BOY)
- $6,299,403
Income & contributions
- Employer contributions
- $1,041,936
- Participant contributions
- $2,174,348
- Total contributions
- $3,630,221
- Total income / additions
- $5,008,581
Expenses & distributions
- Benefits paid
- $1,721,339
- Administrative expenses
- $59,133
- Total expenses
- $1,780,824
- Net increase / (decrease)
- $3,227,757
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $34,513 | $0 | 2023 |
| Oakwood Capital Securities, Inc. | BROKER/ADVISER | $0 | $15,126 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $13,707 | not reported in the loaded dataset | 2023 |
| Truog-Ryding Company Inc | CONTRACT ADMIN | $11,612 | not reported in the loaded dataset | 2023 |
| Kestra Investment Services LLC | BROKER/ADVISOR | $0 | $4,014 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Heliogen, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pasadena, CA
- Empower Annuity Ins Co Of America — Schedule C compensation
- Oakwood Capital Securities, Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Truog-Ryding Company Inc — Schedule C compensation
- Kestra Investment Services LLC — Schedule C compensation