2023 Form 5500 filing — Helena Laboratories Corporation 401(K) Profit Sharing 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 20241219111237NAL0004325537001) for Helena Laboratories Corporation 401(K) Profit Sharing Plan, reported by Helena Laboratories Corporation under EIN 74-1718734 and plan number 001. It reports 347 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241219111237NAL0004325537001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Helena Laboratories Corporation
- EIN
- 74-1718734
- Plan number
- 001
- Location
- Beaumont, TX
- Participants
- 347
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,304,089
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,304,089
- Employer contributions
- $0
- Participant contributions
- $622,739
- Total income / additions
- $4,171,144
- Benefits paid
- $2,142,126
- Administrative expenses
- $39,525
- Total expenses
- $2,181,651
- Net increase / (decrease)
- $1,989,493
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Investment Services LLC | INVESTMENT ADVISOR | $36,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $3,525 | $0 |