Helena Laboratories Corporation 401(K) Profit Sharing Plan — Form 5500 plan (Helena Laboratories Corporation)
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 Laboratories Corporation 401(K) Profit Sharing Plan is a benefit plan reported by Helena Laboratories Corporation under EIN 74-1718734 and plan number 001. The latest loaded filing year is 2023. The filing reports 347 participants and $23,304,089 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Helena Laboratories Corporation
- EIN
- 74-1718734
- Plan number
- 001
- Plan type
- 2
- Location
- Beaumont, TX
- Latest filing year
- 2023
- Participants
- 347
- End-of-year plan assets
- $23,304,089
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 347 | H, C | 20241219111237NAL0004325537001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,304,089
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,304,089
- Net assets (BOY)
- $21,314,596
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $622,739
- Total contributions
- $622,739
- Total income / additions
- $4,171,144
Expenses & distributions
- Benefits paid
- $2,142,126
- Administrative expenses
- $39,525
- Total expenses
- $2,181,651
- Net increase / (decrease)
- $1,989,493
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Investment Services LLC | INVESTMENT ADVISOR | $36,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $3,525 | $0 | 2023 |