2023 Form 5500 filing — United Helpers 401(K) Retirement 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 20241015133312NAL0057856466001) for United Helpers 401(K) Retirement Plan, reported by United Helpers Management Company, Inc. under EIN 22-2428919 and plan number 003. It reports 704 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015133312NAL0057856466001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Helpers Management Company, Inc.
- EIN
- 22-2428919
- Plan number
- 003
- Location
- Ogdensburg, NY
- Participants
- 704
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,672,981
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,672,981
- Employer contributions
- $69,534
- Participant contributions
- $828,578
- Total income / additions
- $2,147,704
- Benefits paid
- $1,271,715
- Administrative expenses
- $89,724
- Total expenses
- $1,361,439
- Net increase / (decrease)
- $786,265
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solution | RECORDKEEPER | $99,536 | $0 |
| Cadaret, Grant & Co., Inc. | BROKER | $0 | $33,770 |
| Lpl Financial | BROKER | $0 | $7,592 |
| Bpas, Inc. | RECORDKEEPER | $6,736 | $0 |