Helena Agri-Enterprises, LLC Pension Plan For Production Workers & Truck Drivers — Form 5500 plan (Helena Agri-Enterprises, 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, Helena Agri-Enterprises, LLC Pension Plan For Production Workers & Truck Drivers is a benefit plan reported by Helena Agri-Enterprises, LLC under EIN 71-0293688 and plan number 003. The latest loaded filing year is 2023. The filing reports 434 participants and $14,714,303 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Helena Agri-Enterprises, LLC
- EIN
- 71-0293688
- Plan number
- 003
- Plan type
- 2
- Location
- Collierville, TN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 434 | H | 20241011171434NAL0022412257001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $14,714,303
- Total liabilities (EOY)
- $32,284
- Net assets (EOY)
- $14,682,019
- Net assets (BOY)
- $13,874,043
Income & contributions
- Employer contributions
- $0
- Total contributions
- $0
- Total income / additions
- $1,843,989
Expenses & distributions
- Benefits paid
- $1,036,013
- Administrative expenses
- $0
- Total expenses
- $1,036,013
- Net increase / (decrease)
- $807,976
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.