2023 Form 5500 filing — Helgesen Industries, Inc. Profit Sharing 401(K) Plan
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 20240913144239NAL0011799937001) for Helgesen Industries, Inc. Profit Sharing 401(K) Plan, reported by Helgesen Industries, Inc. under EIN 39-1271042 and plan number 001. It reports 427 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913144239NAL0011799937001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Helgesen Industries, Inc.
- EIN
- 39-1271042
- Plan number
- 001
- Location
- Hartford, WI
- Participants
- 427
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,333,764
- Total liabilities (EOY)
- $21,972
- Net assets (EOY)
- $20,311,792
- Employer contributions
- $376,468
- Participant contributions
- $1,086,996
- Total income / additions
- $3,883,607
- Benefits paid
- $1,236,922
- Administrative expenses
- $93,000
- Total expenses
- $1,345,948
- Net increase / (decrease)
- $2,537,659
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $47,165 | $0 |
| Spectrum Investment | INVESTMENT ADVISORY | $45,111 | not reported in the loaded dataset |