2023 Form 5500 filing — Helix Environmental Planning 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 20241008101955NAL0009538051001) for Helix Environmental Planning 401 K Profit Sharing Plan Trust, reported by Helix Environmental Planning under EIN 33-0493636 and plan number 001. It reports 243 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008101955NAL0009538051001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Helix Environmental Planning
- EIN
- 33-0493636
- Plan number
- 001
- Location
- La Mesa, CA
- Participants
- 243
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,110,064
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,110,064
- Employer contributions
- $319,455
- Participant contributions
- $1,226,352
- Total income / additions
- $3,776,370
- Benefits paid
- $344,534
- Administrative expenses
- $70,120
- Total expenses
- $414,654
- Net increase / (decrease)
- $3,361,716
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | INVEST.ADVISOR | $32,069 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $30,032 | $0 |
| Blue Ridge Esop Associates | CONTRACT ADMIN | $3,020 | $10,000 |
| Empower Advisory Group, LLC | INVESTMENT MANAGER | $6,020 | not reported in the loaded dataset |