2023 Form 5500 filing — Helfman Enterprises, Inc. 401(K) Profit Sharing Plan & 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 20240920145126NAL0015733058001) for Helfman Enterprises, Inc. 401(K) Profit Sharing Plan & Trust, reported by Helfman Enterprises, Inc. under EIN 74-2200964 and plan number 001. It reports 553 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$24.3MReported net assets$24,318,255
Participants553
Provider compensation$61.8K2 Schedule C row(s)$61,819
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240920145126NAL0015733058001
Plan sponsor
Helfman Enterprises, Inc.
EIN
74-2200964
Plan number
001
Location
Houston, TX
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$24.3M total assets
Net assets$24.3MLiabilities$0
Money in vs. money out
Total income / additions$6.2M
Total expenses$1M
Benefits paid / distributions$971.7K
Contributions
Employer$470.1K
Participant$1.6M
Full reported line items
Total assets (EOY)
$24,318,255
Total liabilities (EOY)
$0
Net assets (EOY)
$24,318,255
Employer contributions
$470,132
Participant contributions
$1,552,700
Total income / additions
$6,214,878
Benefits paid
$971,708
Administrative expenses
$61,819
Total expenses
$1,033,527
Net increase / (decrease)
$5,181,351

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Legacy Asset Management, IncNONE$33,534not reported in the loaded dataset
The Vanguard Group, Inc.NONE$28,285$0

Related Form 5500 pages