2023 Form 5500 filing — Helix Operating Company LLC Employees' Profit Sharing Plan And 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 20241010111720NAL0019978593001) for Helix Operating Company LLC Employees' Profit Sharing Plan And Trust, reported by Helix Operating Company LLC under EIN 61-1789812 and plan number 001. It reports 195 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)$6.4MReported net assets$6,393,261
Participants195
Provider compensation$48.7K2 Schedule C row(s)$48,657
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010111720NAL0019978593001
Plan sponsor
Helix Operating Company LLC
EIN
61-1789812
Plan number
001
Location
Beachwood, OH
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)$6.4M total assets
Net assets$6.4MLiabilities$8.3K
Money in vs. money out
Total income / additions$1.3M
Total expenses$1.3M
Benefits paid / distributions$1.3M
Contributions
Employer$47.2K
Participant$307.1K
Full reported line items
Total assets (EOY)
$6,401,589
Total liabilities (EOY)
$8,328
Net assets (EOY)
$6,393,261
Employer contributions
$47,197
Participant contributions
$307,086
Total income / additions
$1,323,580
Benefits paid
$1,255,522
Administrative expenses
$47,667
Total expenses
$1,313,262
Net increase / (decrease)
$10,318

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$36,757$0
Maloney And Novotny LLCACCOUNTANT$11,900not reported in the loaded dataset

Related Form 5500 pages