HELVETICA SERVICING, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE HELVETICA GROUP 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : THE HELVETICA GROUP 401(K) PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-10-06 | 0 |
| Total liabilities as of the end of the plan year | 2025-10-06 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-06 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-06 | 989 |
| Net assets as of the end of the plan year | 2025-10-06 | 808230 |
| Total assets as of the beginning of the plan year | 2025-10-06 | 814719 |
| Value of plan covered by a fidelity bond | 2025-10-06 | 100000 |
| Participant contributions to plan in this plan year | 2025-10-06 | 12400 |
| Other expenses paid from plan in this plan year | 2025-10-06 | 0 |
| Other contributions to plan in this plan year | 2025-10-06 | 0 |
| Other income to plan in this plan year | 2025-10-06 | -65705 |
| Plan net income in this plan year | 2025-10-06 | -6489 |
| Net assets as of the end of the plan year | 2025-10-06 | 808230 |
| Net assets as of the beginning of the plan year | 2025-10-06 | 814719 |
| Employer contributions to plan in this plan year | 2025-10-06 | 47805 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-06 | 989 |
| 2024 : THE HELVETICA GROUP 401(K) PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-09-17 | 0 |
| Total liabilities as of the end of the plan year | 2024-09-17 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-09-17 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-17 | 196 |
| Net assets as of the end of the plan year | 2024-09-17 | 814719 |
| Total assets as of the beginning of the plan year | 2024-09-17 | 627614 |
| Value of plan covered by a fidelity bond | 2024-09-17 | 100000 |
| Participant contributions to plan in this plan year | 2024-09-17 | 20000 |
| Other expenses paid from plan in this plan year | 2024-09-17 | 0 |
| Other contributions to plan in this plan year | 2024-09-17 | 0 |
| Other income to plan in this plan year | 2024-09-17 | 106677 |
| Plan net income in this plan year | 2024-09-17 | 187105 |
| Net assets as of the end of the plan year | 2024-09-17 | 814719 |
| Net assets as of the beginning of the plan year | 2024-09-17 | 627614 |
| Employer contributions to plan in this plan year | 2024-09-17 | 60624 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-17 | 196 |
| 2022 : THE HELVETICA GROUP 401(K) PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-30,259 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $25 |
| Total plan assets at end of year | 2022-12-31 | $627,614 |
| Total plan assets at beginning of year | 2022-12-31 | $657,898 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $5,000 |
| Assets. Value of loans (other than to participants) | 2022-12-31 | $479,252 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-74,622 |
| Net income (gross income less expenses) | 2022-12-31 | $-30,284 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $627,614 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $657,898 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $39,363 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $25 |
| 2021 : THE HELVETICA GROUP 401(K) PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $16,147 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $215,390 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $215,205 |
| Total plan assets at end of year | 2021-12-31 | $657,898 |
| Total plan assets at beginning of year | 2021-12-31 | $857,141 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $11,680 |
| Assets. Value of loans (other than to participants) | 2021-12-31 | $450,840 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $100 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $-2,462 |
| Net income (gross income less expenses) | 2021-12-31 | $-199,243 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $657,898 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $857,141 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $6,929 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $85 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : THE HELVETICA GROUP 401(K) PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $53,256 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $0 |
| Total plan assets at end of year | 2020-12-31 | $857,141 |
| Total plan assets at beginning of year | 2020-12-31 | $803,885 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $14,360 |
| Assets. Value of loans (other than to participants) | 2020-12-31 | $427,614 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $29,762 |
| Net income (gross income less expenses) | 2020-12-31 | $53,256 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $857,141 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $803,885 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $9,134 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $0 |
| 2019 : THE HELVETICA GROUP 401(K) PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $74,765 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $803,885 |
| Total plan assets at beginning of year | 2019-12-31 | $729,120 |
| Value of fidelity bond covering the plan | 2019-12-31 | $494,267 |
| Total contributions received or receivable from participants | 2019-12-31 | $15,360 |
| Assets. Value of loans (other than to participants) | 2019-12-31 | $494,267 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $5,173 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $74,765 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $803,885 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $729,120 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $54,232 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $0 |
| 2018 : THE HELVETICA GROUP 401(K) PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $85,420 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $0 |
| Total plan assets at end of year | 2018-12-31 | $729,120 |
| Total plan assets at beginning of year | 2018-12-31 | $643,700 |
| Value of fidelity bond covering the plan | 2018-12-31 | $323,276 |
| Total contributions received or receivable from participants | 2018-12-31 | $15,360 |
| Assets. Value of loans (other than to participants) | 2018-12-31 | $323,276 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $10,488 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $85,420 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $729,120 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $643,700 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $59,572 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $0 |
| 2017 : THE HELVETICA GROUP 401(K) PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $89,277 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $643,700 |
| Total plan assets at beginning of year | 2017-12-31 | $554,423 |
| Value of fidelity bond covering the plan | 2017-12-31 | $350,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $15,360 |
| Assets. Value of loans (other than to participants) | 2017-12-31 | $310,000 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $13,541 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $89,277 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $643,700 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $554,423 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $60,376 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $0 |
| 2016 : THE HELVETICA GROUP 401(K) PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $78,633 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $505 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $236 |
| Total plan assets at end of year | 2016-12-31 | $554,423 |
| Total plan assets at beginning of year | 2016-12-31 | $476,295 |
| Value of fidelity bond covering the plan | 2016-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $15,360 |
| Assets. Value of loans (other than to participants) | 2016-12-31 | $245,400 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $269 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $3,394 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $78,128 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $554,423 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $476,295 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $59,879 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : THE HELVETICA GROUP 401(K) PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $62,864 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $476,295 |
| Total plan assets at beginning of year | 2015-12-31 | $413,431 |
| Value of fidelity bond covering the plan | 2015-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $13,930 |
| Assets. Value of loans (other than to participants) | 2015-12-31 | $84,000 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $10,270 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $62,864 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $476,295 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $413,431 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $38,664 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $0 |
| 2013 : THE HELVETICA GROUP 401(K) PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $12,054 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $109,624 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $109,499 |
| Total plan assets at end of year | 2013-12-31 | $324,991 |
| Total plan assets at beginning of year | 2013-12-31 | $422,561 |
| Total contributions received or receivable from participants | 2013-12-31 | $44,000 |
| Assets. Value of loans (other than to participants) | 2013-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $-82,878 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $-97,570 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $324,991 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $422,561 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $50,932 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $125 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2007 : THE HELVETICA GROUP 401(K) PROFIT SHARING PLAN 2007 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2007-12-31 | $0 |
| 2022: THE HELVETICA GROUP 401(K) PROFIT SHARING PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: THE HELVETICA GROUP 401(K) PROFIT SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: THE HELVETICA GROUP 401(K) PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: THE HELVETICA GROUP 401(K) PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: THE HELVETICA GROUP 401(K) PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: THE HELVETICA GROUP 401(K) PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: THE HELVETICA GROUP 401(K) PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: THE HELVETICA GROUP 401(K) PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: THE HELVETICA GROUP 401(K) PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2008: THE HELVETICA GROUP 401(K) PROFIT SHARING PLAN 2008 form 5500 responses |
|---|
| 2008-01-01 | Type of plan entity | Single employer plan |
| 2008-01-01 | Submission has been amended | No |
| 2008-01-01 | This submission is the final filing | No |
| 2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-01-01 | Plan is a collectively bargained plan | No |
| 2008-01-01 | Plan funding arrangement – Trust | Yes |
| 2008-01-01 | Plan benefit arrangement - Trust | Yes |
| 2007: THE HELVETICA GROUP 401(K) PROFIT SHARING PLAN 2007 form 5500 responses |
|---|
| 2007-01-01 | Type of plan entity | Single employer plan |
| 2007-01-01 | Submission has been amended | No |
| 2007-01-01 | This submission is the final filing | No |
| 2007-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-01-01 | Plan is a collectively bargained plan | No |
| 2007-01-01 | Plan funding arrangement – Trust | Yes |
| 2007-01-01 | Plan benefit arrangement - Trust | Yes |
