Helfand Consulting, Inc. Retirement Plan — Form 5500 plan (Helfand Consulting, 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, Helfand Consulting, Inc. Retirement Plan is a benefit plan reported by Helfand Consulting, Inc. under EIN 84-3763148 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $88,915 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Helfand Consulting, Inc.
- EIN
- 84-3763148
- Plan number
- 001
- Plan type
- 2
- Location
- Tarpon Springs, FL
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $88,915
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20250430162540NAL0001446707001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $88,915
- Net assets (EOY)
- $88,915
- Net assets (BOY)
- $74,984
Income & contributions
- Total income / additions
- $13,931
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $13,931
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.