Plan5500

Heller Capital Group, LLC 401k Plan — Form 5500 plan (Heller Capital Group, 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, Heller Capital Group, LLC 401k Plan is a benefit plan reported by Heller Capital Group, LLC under EIN 46-4323419 and plan number 001. The latest loaded filing year is 2023. The filing reports 164 participants and $7,795,923 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Heller Capital Group, LLC
EIN
46-4323419
Plan number
001
Plan type
2
Location
Lancaster, PA
Latest filing year
2023
Participants
164
End-of-year plan assets
$7,795,923

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023164H, C20241014084025NAL0026837873001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,795,923
Net assets (EOY)
$7,795,923
Net assets (BOY)
$6,227,637

Income & contributions

Employer contributions
$370,176
Participant contributions
$638,496
Total contributions
$1,021,021
Total income / additions
$2,295,174

Expenses & distributions

Benefits paid
$684,749
Administrative expenses
$42,139
Total expenses
$726,888
Net increase / (decrease)
$1,568,286

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Comprehensive Financial PlanningINVESTMENT ADVISOR$37,931not reported in the loaded dataset2023
Mvp Plan Administrators, Inc.RECORDKEEPER$4,208$02023

Related Form 5500 pages