2023 Form 5500 filing — Helmar, Inc. 401(K) Profit Sharing Plan And Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240712134505NAL0019942769001) for Helmar, Inc. 401(K) Profit Sharing Plan And Trust, reported by Helmar, Inc. under EIN 13-3181442 and plan number 001. It reports 65 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240712134505NAL0019942769001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Helmar, Inc.
- EIN
- 13-3181442
- Plan number
- 001
- Location
- Chestnut Ridge, NY
- Participants
- 65
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,661,022
- Net assets (EOY)
- $3,661,022
- Employer contributions
- $100,041
- Participant contributions
- $275,156
- Total income / additions
- $843,876
- Benefits paid
- $76,762
- Total expenses
- $76,837
- Net increase / (decrease)
- $767,039
- Schedule source
- Schedule I