Heligroup Holdings, Inc. 401(K) Plan — Form 5500 plan (Heligroup Holdings, 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, Heligroup Holdings, Inc. 401(K) Plan is a benefit plan reported by Heligroup Holdings, Inc. under EIN 46-4572040 and plan number 001. The latest loaded filing year is 2023. The filing reports 280 participants and $17,158,439 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heligroup Holdings, Inc.
- EIN
- 46-4572040
- Plan number
- 001
- Plan type
- 2
- Location
- Howell, MI
- Latest filing year
- 2023
- Participants
- 280
- End-of-year plan assets
- $17,158,439
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 280 | H, C | 20241001074735NAL0006751777001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,158,439
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,158,439
- Net assets (BOY)
- $14,996,988
Income & contributions
- Employer contributions
- $574,121
- Participant contributions
- $1,581,809
- Total contributions
- $2,307,991
- Total income / additions
- $5,185,029
Expenses & distributions
- Benefits paid
- $2,869,578
- Administrative expenses
- $100,583
- Total expenses
- $3,023,578
- Net increase / (decrease)
- $2,161,451
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co | RECORDKEEPER | $59,207 | $0 | 2023 |
| Edward D Jones & Co Lp | INVESTMENT ADVISOR | $30,066 | not reported in the loaded dataset | 2023 |
| The Retirement Advantage Inc | CONTRACT ADMIN | $8,245 | not reported in the loaded dataset | 2023 |
| Construction Helicopters Inc | OTHER | $3,065 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Heligroup Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Howell, MI
- Empower Annuity Insurance Co — Schedule C compensation
- Edward D Jones & Co Lp — Schedule C compensation
- The Retirement Advantage Inc — Schedule C compensation
- Construction Helicopters Inc — Schedule C compensation