Helix Operating Company LLC Employees' Profit Sharing Plan And Trust — Form 5500 plan (Helix Operating Company LLC)
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, Helix Operating Company LLC Employees' Profit Sharing Plan And Trust is a benefit plan reported by Helix Operating Company LLC under EIN 61-1789812 and plan number 001. The latest loaded filing year is 2023. The filing reports 195 participants and $6,401,589 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Helix Operating Company LLC
- EIN
- 61-1789812
- Plan number
- 001
- Plan type
- 2
- Location
- Beachwood, OH
- Latest filing year
- 2023
- Participants
- 195
- End-of-year plan assets
- $6,401,589
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 195 | H, C | 20241010111720NAL0019978593001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,401,589
- Total liabilities (EOY)
- $8,328
- Net assets (EOY)
- $6,393,261
- Net assets (BOY)
- $6,382,943
Income & contributions
- Employer contributions
- $47,197
- Participant contributions
- $307,086
- Total contributions
- $354,283
- Total income / additions
- $1,323,580
Expenses & distributions
- Benefits paid
- $1,255,522
- Administrative expenses
- $47,667
- Total expenses
- $1,313,262
- Net increase / (decrease)
- $10,318
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $36,757 | $0 | 2023 |
| Maloney And Novotny LLC | ACCOUNTANT | $11,900 | not reported in the loaded dataset | 2023 |