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

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202320I, C20250212142850NAL0036915488001
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
Money in vs. money out
Total income / additions$269.6K
Total expenses$184.6K
Benefits paid / distributions$54.3K
Contributions
Employer$227.7K
Participant$40.3K
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.

Contribution share (employer vs. participant)
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)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capital BluecrossADMIN$10,891not reported in the loaded dataset2023
Pci (Pa Chamber Insurance)BROKER$7,986not reported in the loaded dataset2023
The Benecon GroupBROKER$6,235not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$1,321not reported in the loaded dataset2023

Related Form 5500 pages