Heliocampus 401(K) Plan — Form 5500 plan (Heliocampus, 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, Heliocampus 401(K) Plan is a benefit plan reported by Heliocampus, Inc. under EIN 47-5197643 and plan number 001. The latest loaded filing year is 2023. The filing reports 141 participants and $9,378,789 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heliocampus, Inc.
- EIN
- 47-5197643
- Plan number
- 001
- Plan type
- 2
- Location
- Bethesda, MD
- Latest filing year
- 2023
- Participants
- 141
- End-of-year plan assets
- $9,378,789
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 141 | H, C | 20240911092114NAL0004126899001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,378,789
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,378,789
- Net assets (BOY)
- $6,669,848
Income & contributions
- Employer contributions
- $577,638
- Participant contributions
- $1,121,457
- Total contributions
- $1,873,483
- Total income / additions
- $3,426,083
Expenses & distributions
- Benefits paid
- $682,468
- Administrative expenses
- $34,674
- Total expenses
- $717,142
- Net increase / (decrease)
- $2,708,941
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Massachusetts Mutual Life Ins Comp | INVESTMENT ADVISOR | $23,298 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $10,349 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,027 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Heliocampus, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Bethesda, MD
- Massachusetts Mutual Life Ins Comp — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation