Helix Environmental Planning 401 K Profit Sharing Plan Trust — Form 5500 plan (Helix Environmental Planning)
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 Environmental Planning 401 K Profit Sharing Plan Trust is a benefit plan reported by Helix Environmental Planning under EIN 33-0493636 and plan number 001. The latest loaded filing year is 2023. The filing reports 243 participants and $15,110,064 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Helix Environmental Planning
- EIN
- 33-0493636
- Plan number
- 001
- Plan type
- 2
- Location
- La Mesa, CA
- Latest filing year
- 2023
- Participants
- 243
- End-of-year plan assets
- $15,110,064
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 243 | H, C | 20241008101955NAL0009538051001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,110,064
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,110,064
- Net assets (BOY)
- $11,748,348
Income & contributions
- Employer contributions
- $319,455
- Participant contributions
- $1,226,352
- Total contributions
- $1,624,739
- Total income / additions
- $3,776,370
Expenses & distributions
- Benefits paid
- $344,534
- Administrative expenses
- $70,120
- Total expenses
- $414,654
- Net increase / (decrease)
- $3,361,716
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | INVEST.ADVISOR | $32,069 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $30,032 | $0 | 2023 |
| Blue Ridge Esop Associates | CONTRACT ADMIN | $3,020 | $10,000 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGER | $6,020 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Helix Environmental Planning
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in La Mesa, CA
- Ubs Financial Services Inc — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Blue Ridge Esop Associates — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation