2023 Form 5500 filing — Helzberg Diamonds Savings 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 20241009114200NAL0018237985001) for Helzberg Diamonds Savings Plan, reported by Helzberg Diamond Shops LLC under EIN 44-0553741 and plan number 001. It reports 2,481 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009114200NAL0018237985001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Helzberg Diamond Shops LLC
- EIN
- 44-0553741
- Plan number
- 001
- Location
- North Kansas City, MO
- Participants
- 2,481
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $125,701,233
- Total liabilities (EOY)
- $117,960
- Net assets (EOY)
- $125,583,273
- Employer contributions
- $1,211,373
- Participant contributions
- $5,082,471
- Total income / additions
- $24,088,901
- Benefits paid
- $13,371,798
- Administrative expenses
- $158,691
- Total expenses
- $13,530,489
- Net increase / (decrease)
- $10,558,412
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $101,831 | $0 |
| Prime Capital Investment Advisors | NONE | $44,000 | not reported in the loaded dataset |
| Pickett, Chaney, & Mcmullen Llp | NONE | $11,250 | not reported in the loaded dataset |