2023 Form 5500 filing — Helix Electric, Inc. 401(K) 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 20241010160144NAL0011702915001) for Helix Electric, Inc. 401(K) Savings Plan, reported by Helix Electric, Inc. under EIN 33-0124909 and plan number 001. It reports 3,788 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010160144NAL0011702915001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Helix Electric, Inc.
- EIN
- 33-0124909
- Plan number
- 001
- Location
- San Diego, CA
- Participants
- 3,788
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $154,327,636
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $154,327,636
- Employer contributions
- $7,087,464
- Participant contributions
- $9,656,317
- Total income / additions
- $41,173,349
- Benefits paid
- $14,401,644
- Administrative expenses
- $555,367
- Total expenses
- $15,152,062
- Net increase / (decrease)
- $26,021,287
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $394,615 | $0 |
| Cwm LLC | NONE | $160,752 | not reported in the loaded dataset |