Helfrich Bros Boiler Works, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Helfrich Bros Boiler Works, 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, Helfrich Bros Boiler Works, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Helfrich Bros Boiler Works, Inc. under EIN 04-2280630 and plan number 001. The latest loaded filing year is 2023. The filing reports 326 participants and $8,160,283 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Helfrich Bros Boiler Works, Inc.
EIN
04-2280630
Plan number
001
Plan type
2
Location
Lawrence, MA
Latest filing year
2023
Participants
326
End-of-year plan assets
$8,160,283

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023326H, C20241002055803NAL0014388240001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,160,283
Total liabilities (EOY)
$0
Net assets (EOY)
$8,160,283
Net assets (BOY)
$6,199,646

Income & contributions

Employer contributions
$459,849
Participant contributions
$1,114,100
Total contributions
$1,573,949
Total income / additions
$2,589,000

Expenses & distributions

Benefits paid
$567,211
Administrative expenses
$7,936
Total expenses
$628,363
Net increase / (decrease)
$1,960,637

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$7,935$02023
Adp Broker-DealerRECORD KEEPER$0$02023
Morgan StanleyADVISOR$0$02023

Related Form 5500 pages