2023 Form 5500 filing — Helena Agri-Enterprises, LLC Pension Plan For Marketing And Administrative Employees
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 20241011171329NAL0044596146001) for Helena Agri-Enterprises, LLC Pension Plan For Marketing And Administrative Employees, reported by Helena Agri-Enterprises, LLC under EIN 71-0293688 and plan number 002. It reports 1,862 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011171329NAL0044596146001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Helena Agri-Enterprises, LLC
- EIN
- 71-0293688
- Plan number
- 002
- Location
- Collierville, TN
- Participants
- 1,862
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $521,359,867
- Total liabilities (EOY)
- $2,306,774
- Net assets (EOY)
- $519,053,093
- Employer contributions
- $5,600,000
- Total income / additions
- $68,406,371
- Benefits paid
- $22,759,250
- Administrative expenses
- $0
- Total expenses
- $22,759,250
- Net increase / (decrease)
- $45,647,121
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch,Pierce,Fenner & Smith | BROKERAGE | $0 | $7,659 |