Helios Technologies, Inc. 401(K) Retirement Plan — Form 5500 plan (Helios Technologies, 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, Helios Technologies, Inc. 401(K) Retirement Plan is a benefit plan reported by Helios Technologies, Inc. under EIN 59-2754337 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,549 participants and $134,185,797 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Helios Technologies, Inc.
- EIN
- 59-2754337
- Plan number
- 001
- Plan type
- 2
- Location
- Sarasota, FL
- Latest filing year
- 2023
- Participants
- 1,549
- End-of-year plan assets
- $134,185,797
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,549 | H, C | 20240717171427NAL0009576002001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $134,185,797
- Total liabilities (EOY)
- $15
- Net assets (EOY)
- $134,185,782
- Net assets (BOY)
- $113,584,011
Income & contributions
- Employer contributions
- $3,227,922
- Participant contributions
- $5,947,654
- Total contributions
- $9,449,115
- Total income / additions
- $27,025,131
Expenses & distributions
- Benefits paid
- $14,405,161
- Administrative expenses
- $232,582
- Total expenses
- $14,641,773
- Net increase / (decrease)
- $12,383,358
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $146,339 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $98,131 | not reported in the loaded dataset | 2023 |
| Provise Management Group LLC | NONE | $6,209 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $5,639 | $0 | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Helios Technologies, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Sarasota, FL
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Provise Management Group LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation