Helix Operating Company LLC Employees' Profit Sharing Plan And Trust — Form 5500 plan (Helix Operating Company 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, Helix Operating Company LLC Employees' Profit Sharing Plan And Trust is a benefit plan reported by Helix Operating Company LLC under EIN 61-1789812 and plan number 001. The latest loaded filing year is 2023. The filing reports 195 participants and $6,401,589 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$6.4MPlan net assets, end of year$6,393,261
Participants195Covered participants reported
Assets / participant$32.8KComputed: assets ÷ participants$32,829 (computed)
Provider compensation$48.7K2 Schedule C provider row(s)$48,657
- Plan sponsor
- Helix Operating Company LLC
- EIN
- 61-1789812
- Plan number
- 001
- Plan type
- 2
- Location
- Beachwood, OH
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 195 | H, C | 20241010111720NAL0019978593001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$6.4M total assets
Net assets$6.4MLiabilities$8.3K
Full reported line items
Net assets
- Total assets (EOY)
- $6,401,589
- Total liabilities (EOY)
- $8,328
- Net assets (EOY)
- $6,393,261
- Net assets (BOY)
- $6,382,943
Income & contributions
- Employer contributions
- $47,197
- Participant contributions
- $307,086
- Total contributions
- $354,283
- Total income / additions
- $1,323,580
Expenses & distributions
- Benefits paid
- $1,255,522
- Administrative expenses
- $47,667
- Total expenses
- $1,313,262
- Net increase / (decrease)
- $10,318
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
13%87%
Employer 13%Participant 87%
Total expenses ÷ net assets21%Computed ratio
Benefits paid ÷ total income95%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $36,757 | $0 | 2023 |
| Maloney And Novotny LLC | ACCOUNTANT | $11,900 | not reported in the loaded dataset | 2023 |