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THE HELMES GROUP LLP 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameTHE HELMES GROUP LLP 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

THE HELMES GROUP LLP 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE HELMES GROUP LLP has sponsored the creation of one or more 401k plans.

Company Name:THE HELMES GROUP LLP
Employer identification number (EIN):133314910
NAIC Classification:812990
NAIC Description:All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HELMES GROUP LLP 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BARBARA MULLER2024-04-03
0012022-01-01BARBARA MULLER2023-05-02
0012021-01-01BARBARA MULLER2022-04-18
0012020-01-01BARBARA MULLER2021-04-13
0012019-01-01BARBARA MULLER2020-04-29

Financial Data on THE HELMES GROUP LLP 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : THE HELMES GROUP LLP 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-250
Total liabilities as of the end of the plan year2025-09-250
Total liabilities as of the beginning of the plan year2025-09-250
Total expenses incurred by plan in this plan year2025-09-254284
Net assets as of the end of the plan year2025-09-25836375
Total assets as of the beginning of the plan year2025-09-25477359
Value of plan covered by a fidelity bond2025-09-2550000
Participant contributions to plan in this plan year2025-09-25117387
Value of participant loans at end of plan year2025-09-259892
Other expenses paid from plan in this plan year2025-09-250
Other contributions to plan in this plan year2025-09-250
Other income to plan in this plan year2025-09-2584216
Plan net income in this plan year2025-09-25359016
Net assets as of the end of the plan year2025-09-25836375
Net assets as of the beginning of the plan year2025-09-25477359
Employer contributions to plan in this plan year2025-09-25161697
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-254284
2024 : THE HELMES GROUP LLP 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-04-030
Total liabilities as of the end of the plan year2024-04-030
Total liabilities as of the beginning of the plan year2024-04-030
Total expenses incurred by plan in this plan year2024-04-0312622
Net assets as of the end of the plan year2024-04-03477359
Total assets as of the beginning of the plan year2024-04-03311620
Value of plan covered by a fidelity bond2024-04-0331162
Participant contributions to plan in this plan year2024-04-0381474
Value of participant loans at end of plan year2024-04-0312296
Other expenses paid from plan in this plan year2024-04-030
Other contributions to plan in this plan year2024-04-030
Other income to plan in this plan year2024-04-0368679
Plan net income in this plan year2024-04-03165739
Net assets as of the end of the plan year2024-04-03477359
Net assets as of the beginning of the plan year2024-04-03311620
Employer contributions to plan in this plan year2024-04-0328208
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-034487
2022 : THE HELMES GROUP LLP 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-04-180
Total liabilities as of the end of the plan year2022-04-180
Total liabilities as of the beginning of the plan year2022-04-180
Total expenses incurred by plan in this plan year2022-04-187412
Net assets as of the end of the plan year2022-04-18262373
Total assets as of the beginning of the plan year2022-04-18147867
Participant contributions to plan in this plan year2022-04-1870279
Other expenses paid from plan in this plan year2022-04-180
Other contributions to plan in this plan year2022-04-180
Other income to plan in this plan year2022-04-1827755
Plan net income in this plan year2022-04-18114506
Net assets as of the end of the plan year2022-04-18262373
Net assets as of the beginning of the plan year2022-04-18147867
Employer contributions to plan in this plan year2022-04-1823884
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-183363

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