How many benefit plans does Helm Group, Inc. report on Form 5500?

Helm Group, Inc. (EIN 36-3065097) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Helm Group, Inc.?

The Employer Identification Number (EIN) reported for Helm Group, Inc. is 36-3065097.

What is the latest Form 5500 filing year for Helm Group, Inc.?

The latest loaded Form 5500 filing year for Helm Group, Inc. is 2023.

Helm Group, 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, Helm Group, Inc. (EIN 36-3065097) is a plan sponsor located in Freeport, IL with 2 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: 36-3065097
Location: Freeport, IL
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $55,568,855
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $55,568,855

Contributions & income

Employer contributions: $1,290,089
Participant contributions: $2,393,185
Total income / additions: $11,793,746

Expenses & distributions

Benefits paid / distributions: $4,269,682
Total expenses: $4,388,113
Net increase / (decrease): $7,405,633

Coverage

Total reported participants: 589
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

Helm Group, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Helm Group, Inc. 401(K) Plan	002	298	$55,568,855	2023
Helm Group, Inc. Group Benefits	505	291	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Helm Group, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Helm Group, Inc. 401(K) Plan	298	H, C	20240524150127NAL0013238530001
2023	Helm Group, Inc. Group Benefits	291	—	20240712122357NAL0010014131001