Plan5500

Helm Group, Inc. 401(K) Plan — Form 5500 plan (Helm Group, 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, Helm Group, Inc. 401(K) Plan is a benefit plan reported by Helm Group, Inc. under EIN 36-3065097 and plan number 002. The latest loaded filing year is 2023. The filing reports 298 participants and $55,568,855 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Helm Group, Inc.
EIN
36-3065097
Plan number
002
Plan type
2
Location
Freeport, IL
Latest filing year
2023
Participants
298
End-of-year plan assets
$55,568,855

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023298H, C20240524150127NAL0013238530001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$55,568,855
Total liabilities (EOY)
$0
Net assets (EOY)
$55,568,855
Net assets (BOY)
$48,163,222

Income & contributions

Employer contributions
$1,290,089
Participant contributions
$2,393,185
Total contributions
$3,943,031
Total income / additions
$11,793,746

Expenses & distributions

Benefits paid
$4,269,682
Administrative expenses
$118,431
Total expenses
$4,388,113
Net increase / (decrease)
$7,405,633

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Choreo LLCADVISOR$80,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$28,431$02023
James M. Moyna, Cpa, PcACCOUNTANT\AUDITOR$10,000not reported in the loaded dataset2023

Related Form 5500 pages