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 Capital Group, LLC 401k Plan is a benefit plan reported by Heller Capital Group, LLC under EIN 46-4323419 and plan number 001. The latest loaded filing year is 2023. The filing reports 164 participants and $7,795,923 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,795,923
- Net assets (EOY)
- $7,795,923
- Net assets (BOY)
- $6,227,637
Income & contributions
- Employer contributions
- $370,176
- Participant contributions
- $638,496
- Total contributions
- $1,021,021
- Total income / additions
- $2,295,174
Expenses & distributions
- Benefits paid
- $684,749
- Administrative expenses
- $42,139
- Total expenses
- $726,888
- Net increase / (decrease)
- $1,568,286