2023 Form 5500 filing — Helfrich Bros Boiler Works, Inc. 401(K) Profit Sharing 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 20241002055803NAL0014388240001) for Helfrich Bros Boiler Works, Inc. 401(K) Profit Sharing Plan, reported by Helfrich Bros Boiler Works, Inc. under EIN 04-2280630 and plan number 001. It reports 326 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002055803NAL0014388240001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Helfrich Bros Boiler Works, Inc.
- EIN
- 04-2280630
- Plan number
- 001
- Location
- Lawrence, MA
- Participants
- 326
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,160,283
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,160,283
- Employer contributions
- $459,849
- Participant contributions
- $1,114,100
- Total income / additions
- $2,589,000
- Benefits paid
- $567,211
- Administrative expenses
- $7,936
- Total expenses
- $628,363
- Net increase / (decrease)
- $1,960,637
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $7,935 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |
| Morgan Stanley | ADVISOR | $0 | $0 |