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| Plan Name | HELMER & SONS INC EMPLOYEE BENEFIT TRUST PLAN |
| Plan identification number | 502 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
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| Company Name: | HELMER & SONS INC. |
| Employer identification number (EIN): | 680145317 |
| NAIC Classification: | 812990 |
| NAIC Description: | All Other Personal Services |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 502 | 2023-01-01 | MAURICE HELMER | 2024-07-29 | MAURICE HELMER | 2024-07-29 |
| 502 | 2022-01-01 | MAURICE HELMER | 2023-10-16 | MAURICE HELMER | 2023-10-16 |
| 502 | 2021-01-01 | MAURICE HELMER | 2022-10-17 | MAURICE HELMER | 2022-10-17 |
| 502 | 2020-01-01 | MAURICE HELMER | 2021-09-14 | MAURICE HELMER | 2021-09-14 |
| 502 | 2019-01-01 | MAURICE HELMER | 2021-04-20 | MAURICE HELMER | 2021-04-20 |
| 502 | 2018-01-01 | MAURICE HELMER | 2019-10-15 | ||
| 502 | 2017-01-01 | MAURICE HELMER | 2018-09-10 | MAURICE HELMER | 2018-09-10 |
| 502 | 2016-01-01 | MAURICE HELMER | 2017-10-16 | MAURICE HELMER | 2017-10-16 |
| 502 | 2015-01-01 | MAURICE HELMER | 2016-07-31 | MAURICE HELMER | 2016-07-31 |
| 502 | 2014-01-01 | MAURICE HELMER | 2015-07-30 | MAURICE HELMER | 2015-07-30 |
| 502 | 2013-01-01 | MAURICE HELMER | 2014-07-16 | MAURICE HELMER | 2014-07-16 |
| 502 | 2012-01-01 | MAURICE HELMER | 2013-07-28 | MAURICE HELMER | 2013-07-28 |
| 502 | 2011-01-01 | MAURICE HELMER | 2012-08-01 | ||
| 502 | 2010-01-01 | MAURICE HELMER | 2011-07-17 |
| Measure | Date | Value |
|---|---|---|
| 2024 : HELMER & SONS INC EMPLOYEE BENEFIT TRUST PLAN 2024 401k financial data | ||
| Total liabilities as of the end of the plan year | 2024-07-29 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-29 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-29 | 550700 |
| Net assets as of the end of the plan year | 2024-07-29 | 0 |
| Total assets as of the beginning of the plan year | 2024-07-29 | 23061 |
| Value of plan covered by a fidelity bond | 2024-07-29 | 100000 |
| Other expenses paid from plan in this plan year | 2024-07-29 | 547 |
| Plan net income in this plan year | 2024-07-29 | -23061 |
| Net assets as of the end of the plan year | 2024-07-29 | 0 |
| Net assets as of the beginning of the plan year | 2024-07-29 | 23061 |
| Employer contributions to plan in this plan year | 2024-07-29 | 527639 |
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