2023 Form 5500 filing — Heller Capital Group, LLC 401k 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 20241014084025NAL0026837873001) for Heller Capital Group, LLC 401k Plan, reported by Heller Capital Group, LLC under EIN 46-4323419 and plan number 001. It reports 164 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014084025NAL0026837873001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Heller Capital Group, LLC
- EIN
- 46-4323419
- Plan number
- 001
- Location
- Lancaster, PA
- Participants
- 164
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,795,923
- Net assets (EOY)
- $7,795,923
- Employer contributions
- $370,176
- Participant contributions
- $638,496
- Total income / additions
- $2,295,174
- Benefits paid
- $684,749
- Administrative expenses
- $42,139
- Total expenses
- $726,888
- Net increase / (decrease)
- $1,568,286
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Comprehensive Financial Planning | INVESTMENT ADVISOR | $37,931 | not reported in the loaded dataset |
| Mvp Plan Administrators, Inc. | RECORDKEEPER | $4,208 | $0 |