Helion Technologies, Inc. 401(K) Plan — Form 5500 plan (Helion Technologies, 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, Helion Technologies, Inc. 401(K) Plan is a benefit plan reported by Helion Technologies, Inc. under EIN 52-2179042 and plan number 001. The latest loaded filing year is 2023. The filing reports 125 participants and $4,567,711 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Helion Technologies, Inc.
- EIN
- 52-2179042
- Plan number
- 001
- Plan type
- 2
- Location
- Baltimore, MD
- Latest filing year
- 2023
- Participants
- 125
- End-of-year plan assets
- $4,567,711
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 125 | H, C | 20241007110840NAL0015975825001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,567,711
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,567,711
- Net assets (BOY)
- $3,426,963
Income & contributions
- Employer contributions
- $168,839
- Participant contributions
- $466,903
- Total contributions
- $650,116
- Total income / additions
- $1,336,617
Expenses & distributions
- Benefits paid
- $156,701
- Administrative expenses
- $39,168
- Total expenses
- $195,869
- Net increase / (decrease)
- $1,140,748
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $33,289 | $0 | 2023 |
| Lpl Financial LLC | OTHER SERVICES | $0 | $12,839 | 2023 |
| Prime Benefits, Inc. | CONTRACT ADMINISTRATOR | $5,792 | $1,735 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Helion Technologies, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Baltimore, MD
- Principal Life Insurance Company — Schedule C compensation
- Lpl Financial LLC — Schedule C compensation
- Prime Benefits, Inc. — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation