Helzberg Diamonds Savings Plan — Form 5500 plan (Helzberg Diamond Shops LLC)
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, Helzberg Diamonds Savings Plan is a benefit plan reported by Helzberg Diamond Shops LLC under EIN 44-0553741 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,481 participants and $125,701,233 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Helzberg Diamond Shops LLC
- EIN
- 44-0553741
- Plan number
- 001
- Plan type
- 2
- Location
- North Kansas City, MO
- Latest filing year
- 2023
- Participants
- 2,481
- End-of-year plan assets
- $125,701,233
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,481 | H, C | 20241009114200NAL0018237985001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $125,701,233
- Total liabilities (EOY)
- $117,960
- Net assets (EOY)
- $125,583,273
- Net assets (BOY)
- $115,024,861
Income & contributions
- Employer contributions
- $1,211,373
- Participant contributions
- $5,082,471
- Total contributions
- $6,700,798
- Total income / additions
- $24,088,901
Expenses & distributions
- Benefits paid
- $13,371,798
- Administrative expenses
- $158,691
- Total expenses
- $13,530,489
- Net increase / (decrease)
- $10,558,412
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $101,831 | $0 | 2023 |
| Prime Capital Investment Advisors | NONE | $44,000 | not reported in the loaded dataset | 2023 |
| Pickett, Chaney, & Mcmullen Llp | NONE | $11,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Helzberg Diamond Shops LLC
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in North Kansas City, MO
- T Rowe Price Rps Inc — Schedule C compensation
- Prime Capital Investment Advisors — Schedule C compensation
- Pickett, Chaney, & Mcmullen Llp — Schedule C compensation