Heller'S Home & Hardware, Inc. Employee Benefit Plan (501) — Form 5500 plan (Hellers Home & Hardware, 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, Heller'S Home & Hardware, Inc. Employee Benefit Plan (501) is a benefit plan reported by Hellers Home & Hardware, Inc. under EIN 25-1659394 and plan number 501. The latest loaded filing year is 2023. The filing reports 20 participants and $93,795 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$85KPlan net assets, end of year$85,004
Participants20Covered participants reported
Assets / participant$4.7KComputed: assets ÷ participants$4,690 (computed)
Provider compensation$26.4K4 Schedule C provider row(s)$26,433
- Plan sponsor
- Hellers Home & Hardware, Inc.
- EIN
- 25-1659394
- Plan number
- 501
- Plan type
- 2
- Location
- Newport, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 20 | I, C | 20250212142850NAL0036915488001 |
Schedule I · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$93.8K total assets
Net assets$85KLiabilities$8.8K
Full reported line items
Net assets
- Total assets (EOY)
- $93,795
- Total liabilities (EOY)
- $8,791
- Net assets (EOY)
- $85,004
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $227,698
- Participant contributions
- $40,339
- Total income / additions
- $269,575
Expenses & distributions
- Benefits paid
- $54,319
- Administrative expenses
- $10,891
- Total expenses
- $184,571
- Net increase / (decrease)
- $85,004
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
85%15%
Employer 85%Participant 15%
Total expenses ÷ net assets217%Computed ratio
Benefits paid ÷ total income20%Computed ratio
Provider comp. ÷ net assets31%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capital Bluecross | ADMIN | $10,891 | not reported in the loaded dataset | 2023 |
| Pci (Pa Chamber Insurance) | BROKER | $7,986 | not reported in the loaded dataset | 2023 |
| The Benecon Group | BROKER | $6,235 | not reported in the loaded dataset | 2023 |
| Connectcare3 | PATIENT ADVOCATE | $1,321 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hellers Home & Hardware, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Newport, PA
- Capital Bluecross — Schedule C compensation
- Pci (Pa Chamber Insurance) — Schedule C compensation
- The Benecon Group — Schedule C compensation
- Connectcare3 — Schedule C compensation