Helms Bros, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Helms Bros, Inc. (EIN 11-2417038) is a plan sponsor located in Bayside, NY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
11-2417038
Location
Bayside, NY
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$15,970,615
Total reported liabilities (EOY)
$30,271
Total reported net assets (EOY)
$15,940,344

Contributions & income

Employer contributions
$93,092
Participant contributions
$918,503
Total income / additions
$3,306,950

Expenses & distributions

Benefits paid / distributions
$583,173
Total expenses
$681,681
Net increase / (decrease)
$2,625,269

Coverage

Total reported participants
393
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Helms Bros, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Helms Bros. Inc. 401(K) Plan003212$15,970,6152023
Helms Bros, Inc. Employee Benefits Plan501181not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Helms Bros, Inc.
YearPlanParticipantsSchedulesFiling
2023Helms Bros, Inc. Employee Benefits Plan18120240905153740NAL0021230625001
2023Helms Bros. Inc. 401(K) Plan212H, C20241015123141NAL0049402336001

Related Form 5500 pages