Helix 401 (K) Plan — Form 5500 plan (Helix, Inc. Dba Helix Genomics)

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 401 (K) Plan is a benefit plan reported by Helix, Inc. Dba Helix Genomics under EIN 92-1467388 and plan number 002. The latest loaded filing year is 2023. The filing reports 349 participants and $19,547,624 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Helix, Inc. Dba Helix Genomics
EIN
92-1467388
Plan number
002
Plan type
2
Location
San Mateo, CA
Latest filing year
2023
Participants
349
End-of-year plan assets
$19,547,624

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023349H, C20241011144301NAL0012614467001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,547,624
Total liabilities (EOY)
$0
Net assets (EOY)
$19,547,624
Net assets (BOY)
$13,551,152

Income & contributions

Employer contributions
$1,579,909
Participant contributions
$3,077,017
Total contributions
$4,847,134
Total income / additions
$7,832,938

Expenses & distributions

Benefits paid
$1,805,773
Administrative expenses
$30,693
Total expenses
$1,836,466
Net increase / (decrease)
$5,996,472

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tri-Ad Actuaries, Inc.NONE$30,693$02023

Related Form 5500 pages