Helicopter Express 401(K) Plan — Form 5500 plan (Helicopter Express, 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, Helicopter Express 401(K) Plan is a benefit plan reported by Helicopter Express, Inc. under EIN 58-2219883 and plan number 001. The latest loaded filing year is 2023. The filing reports 143 participants and $5,920,610 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Helicopter Express, Inc.
- EIN
- 58-2219883
- Plan number
- 001
- Plan type
- 2
- Location
- Chamblee, GA
- Latest filing year
- 2023
- Participants
- 143
- End-of-year plan assets
- $5,920,610
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 143 | H, C | 20240823132221NAL0003670499001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,920,610
- Total liabilities (EOY)
- $12,507
- Net assets (EOY)
- $5,908,103
- Net assets (BOY)
- $3,969,922
Income & contributions
- Employer contributions
- $311,743
- Participant contributions
- $646,990
- Total contributions
- $1,382,878
- Total income / additions
- $2,247,788
Expenses & distributions
- Benefits paid
- $262,237
- Administrative expenses
- $47,307
- Total expenses
- $309,607
- Net increase / (decrease)
- $1,938,181
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins. Co Of America | RECORDKEEPER | $22,618 | $0 | 2023 |
| Northwestern Mutual Weatlth Mgmt Co | INVESTMENT ADVISOR | $19,441 | not reported in the loaded dataset | 2023 |
| My Benefits LLC | CONTRACT ADMIN | $1,149 | $4,757 | 2023 |
| Northwestern Mutual Investment Svcs | BROKER/ADVISER | $0 | $5,144 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Helicopter Express, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Chamblee, GA
- Empower Annuity Ins. Co Of America — Schedule C compensation
- Northwestern Mutual Weatlth Mgmt Co — Schedule C compensation
- My Benefits LLC — Schedule C compensation
- Northwestern Mutual Investment Svcs — Schedule C compensation