Helix Human Services, Inc. 401(K) Retirement Plan — Form 5500 plan (Helix Human Services, Inc)

Plain-English plan 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, Helix Human Services, Inc. 401(K) Retirement Plan is a benefit plan reported by Helix Human Services, Inc under EIN 04-2105939 and plan number 001. The latest loaded filing year is 2023. The filing reports 243 participants and $4,177,529 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Helix Human Services, Inc
EIN
04-2105939
Plan number
001
Plan type
2
Location
Springfield, MA
Latest filing year
2023
Participants
243
End-of-year plan assets
$4,177,529

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023243H, C20250410154315NAL0013260515001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,177,529
Total liabilities (EOY)
$0
Net assets (EOY)
$4,177,529
Net assets (BOY)
$3,612,713

Income & contributions

Employer contributions
$104,826
Participant contributions
$81,142
Total contributions
$233,456
Total income / additions
$809,637

Expenses & distributions

Benefits paid
$235,231
Administrative expenses
$9,590
Total expenses
$244,821
Net increase / (decrease)
$564,816

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CoRECORDKEEPER$10,148$02023
Tbs Agency, IncBROKER/ADVISOR$0$5,7382023
Pension ConsultantsTHIRD PARTY ADMINISTRATO$2,686$5892023

Related Form 5500 pages