Helena Agri-Enterprises, LLC Savings Plan — 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 Savings Plan is a benefit plan reported by Helena Agri-Enterprises, LLC under EIN 71-0293688 and plan number 004. The latest loaded filing year is 2023. The filing reports 7,699 participants and $595,284,736 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
004
Plan type
2
Location
Collierville, TN
Latest filing year
2023
Participants
7,699
End-of-year plan assets
$595,284,736

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20237,699H, C20241011171524NAL0023312705001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$595,284,736
Total liabilities (EOY)
$0
Net assets (EOY)
$595,284,736
Net assets (BOY)
$487,440,561

Income & contributions

Employer contributions
$22,968,866
Participant contributions
$37,436,788
Total contributions
$63,441,703
Total income / additions
$152,899,130

Expenses & distributions

Benefits paid
$44,685,151
Administrative expenses
$369,804
Total expenses
$45,054,955
Net increase / (decrease)
$107,844,175

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch,Pierce,Fenner & SmithRECORDKEEPER$369,804$185,6802023

Related Form 5500 pages