2023 Form 5500 filing — Heliarc Welding Service Profit Sharing Plan Trust

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 20250321115645NAL0008244545001) for Heliarc Welding Service Profit Sharing Plan Trust, reported by Heliarc Welding Service Inc. under EIN 84-0627695 and plan number 002. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$868.9KReported net assets$868,929
Participants3
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250321115645NAL0008244545001
Plan sponsor
Heliarc Welding Service Inc.
EIN
84-0627695
Plan number
002
Location
Montrose, CO
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$889.8K total assets
Net assets$868.9KLiabilities$20.9K
Money in vs. money out
Total income / additions$91.7K
Total expenses$317.5K
Benefits paid / distributions$317.4K
Contributions
Employer$35K
Participant$0
Full reported line items
Total assets (EOY)
$889,820
Total liabilities (EOY)
$20,891
Net assets (EOY)
$868,929
Employer contributions
$35,000
Participant contributions
$0
Total income / additions
$91,704
Benefits paid
$317,443
Administrative expenses
$0
Total expenses
$317,509
Net increase / (decrease)
-$225,805

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250321115645NAL0008244545001 cover?
It is the 2023 Form 5500 filing for Heliarc Welding Service Profit Sharing Plan Trust, reported by Heliarc Welding Service Inc. (EIN 84-0627695).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages