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, Helfman Enterprises, Inc. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Helfman Enterprises, Inc. under EIN 74-2200964 and plan number 001. The latest loaded filing year is 2023. The filing reports 553 participants and $24,318,255 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,318,255
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,318,255
- Net assets (BOY)
- $19,136,904
Income & contributions
- Employer contributions
- $470,132
- Participant contributions
- $1,552,700
- Total contributions
- $2,028,414
- Total income / additions
- $6,214,878
Expenses & distributions
- Benefits paid
- $971,708
- Administrative expenses
- $61,819
- Total expenses
- $1,033,527
- Net increase / (decrease)
- $5,181,351