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JAMES E. HELSEL PENSION PLAN 401k Plan overview

Plan NameJAMES E. HELSEL PENSION PLAN
Plan identification number 001

JAMES E. HELSEL PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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

JAMES E. HELSEL has sponsored the creation of one or more 401k plans.

Company Name:JAMES E. HELSEL
Employer identification number (EIN):850316086
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES E. HELSEL PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JAMES E HELSEL2024-07-18 JAMES E. HELSEL2024-07-18
0012022-01-01JAMES E HELSEL2023-09-25 JAMES E. HELSEL2023-09-25
0012021-01-01JAMES E HELSEL2022-09-21 JAMES E. HELSEL2022-09-21
0012020-01-01JAMES E HELSEL2021-08-26 JAMES E. HELSEL2021-08-26
0012019-01-01JAMES E. HELSEL2020-06-02 JAMES E. HELSEL2020-06-02
0012018-01-01JAMES E. HELSEL2019-10-11 JAMES E. HELSEL2019-10-11
0012017-01-01JAMES E. HELSEL2018-09-21 JAMES E. HELSEL2018-09-21
0012016-01-01JAMES E. HELSEL2017-07-17
0012015-01-01JAMES E. HELSEL2016-09-12 JAMES E. HELSEL2016-09-12
0012014-01-01JAMES E. HELSEL2015-07-06 JAMES E. HELSEL2015-07-06
0012013-01-01JAMES E. HELSEL2014-06-13 JAMES E. HELSEL2014-06-13
0012012-01-01JAMES E. HELSEL2013-07-24 JAMES E. HELSEL2013-07-24
0012011-01-01JAMES E. HELSEL2012-09-21
0012010-01-01JAMES E. HELSEL2011-06-24 JAMES E. HELSEL2011-06-24

Financial Data on JAMES E. HELSEL PENSION PLAN

Measure Date Value
2025 : JAMES E. HELSEL PENSION PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-03-191251506
Net assets as of the end of the plan year2025-03-190
Total assets as of the beginning of the plan year2025-03-191192575
Value of plan covered by a fidelity bond2025-03-19250000
Other income to plan in this plan year2025-03-1958931
Plan net income in this plan year2025-03-19-1192575
Net assets as of the end of the plan year2025-03-190
Net assets as of the beginning of the plan year2025-03-191192575
2024 : JAMES E. HELSEL PENSION PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-18533456
Net assets as of the end of the plan year2024-07-181192575
Total assets as of the beginning of the plan year2024-07-181578944
Value of plan covered by a fidelity bond2024-07-18250000
Other income to plan in this plan year2024-07-18139646
Plan net income in this plan year2024-07-18-386369
Net assets as of the end of the plan year2024-07-181192575
Net assets as of the beginning of the plan year2024-07-181578944
Employer contributions to plan in this plan year2024-07-187441

Potentially related plans

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