| Plan Name | THE HELSING GROUP EMPLOYEE STOCK OWNERSHIP PLAN |
| Plan identification number | 003 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | THE HELSING GROUP, INC. |
| Employer identification number (EIN): | 943159860 |
| NAIC Classification: | 523900 |
Additional information about THE HELSING GROUP, INC.
| Jurisdiction of Incorporation: | Washington Secretary of State Corporations Division |
| Incorporation Date: | 2003-12-10 |
| Company Identification Number: | 602349234 |
| Legal Registered Office Address: |
7609 NE VANCOUVER MALL DR #B11 PO BOX 873250 VANCOUVER United States of America (USA) 98687 |
More information about THE HELSING GROUP, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 003 | 2024-01-01 | RYAN LEPTIEN | |||
| 003 | 2023-01-01 | ||||
| 003 | 2023-01-01 | KAREN XIQUES | |||
| 003 | 2022-01-01 | ||||
| 003 | 2022-01-01 | KAREN XIQUES | |||
| 003 | 2021-01-01 | ||||
| 003 | 2021-01-01 | KAREN XIQUES | |||
| 003 | 2020-01-01 | ||||
| 003 | 2019-01-01 | ||||
| 003 | 2018-01-01 | ||||
| 003 | 2017-01-01 | NICHOLAS SAAKVITNE | |||
| 003 | 2016-01-01 | NICHOLAS SAAKVITNE | |||
| 003 | 2015-01-01 | NICHOLAS SAAKVITNE | |||
| 003 | 2014-01-01 | NICHOLAS SAAKVITNE |
| Measure | Date | Value |
|---|---|---|
| 2023 : THE HELSING GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data | ||
| Total plan liabilities at end of year | 2023-12-31 | $2,315,879 |
| Total plan liabilities at beginning of year | 2023-12-31 | $2,419,233 |
| Total income from all sources | 2023-12-31 | $-411,693 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $136,218 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $81,543 |
| Total plan assets at end of year | 2023-12-31 | $7,003,516 |
| Total plan assets at beginning of year | 2023-12-31 | $7,654,781 |
| Value of fidelity bond covering the plan | 2023-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $54,675 |
| Other income received | 2023-12-31 | $-764,826 |
| Net income (gross income less expenses) | 2023-12-31 | $-547,911 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $4,687,637 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $5,235,548 |
| Assets. Value of employer securities | 2023-12-31 | $6,801,514 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $353,133 |
| 2022 : THE HELSING GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data | ||
| Total plan liabilities at end of year | 2022-12-31 | $2,419,233 |
| Total plan liabilities at beginning of year | 2022-12-31 | $2,520,301 |
| Total income from all sources | 2022-12-31 | $402,416 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $90,701 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $33,742 |
| Total plan assets at end of year | 2022-12-31 | $7,654,781 |
| Total plan assets at beginning of year | 2022-12-31 | $7,444,134 |
| Value of fidelity bond covering the plan | 2022-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $56,959 |
| Other income received | 2022-12-31 | $244,388 |
| Net income (gross income less expenses) | 2022-12-31 | $311,715 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $5,235,548 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $4,923,833 |
| Assets. Value of employer securities | 2022-12-31 | $7,566,395 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $158,028 |
| 2021 : THE HELSING GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data | ||
| Total plan liabilities at end of year | 2021-12-31 | $2,520,301 |
| Total plan liabilities at beginning of year | 2021-12-31 | $2,619,136 |
| Total income from all sources | 2021-12-31 | $1,214,690 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $69,358 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $9,940 |
| Total plan assets at end of year | 2021-12-31 | $7,444,134 |
| Total plan assets at beginning of year | 2021-12-31 | $6,397,637 |
| Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $59,193 |
| Other income received | 2021-12-31 | $971,662 |
| Net income (gross income less expenses) | 2021-12-31 | $1,145,332 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $4,923,833 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,778,501 |
| Assets. Value of employer securities | 2021-12-31 | $7,322,038 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $243,028 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $225 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : THE HELSING GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data | ||
| Total plan liabilities at end of year | 2020-12-31 | $2,619,136 |
| Total plan liabilities at beginning of year | 2020-12-31 | $2,715,787 |
| Total income from all sources | 2020-12-31 | $2,129,538 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $90,810 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $29,434 |
| Total plan assets at end of year | 2020-12-31 | $6,397,637 |
| Total plan assets at beginning of year | 2020-12-31 | $4,455,560 |
| Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $61,376 |
| Other income received | 2020-12-31 | $1,940,511 |
| Net income (gross income less expenses) | 2020-12-31 | $2,038,728 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $3,778,501 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,739,773 |
| Assets. Value of employer securities | 2020-12-31 | $6,350,393 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $189,027 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : THE HELSING GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data | ||
| Total plan liabilities at end of year | 2019-12-31 | $2,715,787 |
| Total plan liabilities at beginning of year | 2019-12-31 | $2,810,302 |
| Total income from all sources | 2019-12-31 | $416,589 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $63,513 |
| Total plan assets at end of year | 2019-12-31 | $4,455,560 |
| Total plan assets at beginning of year | 2019-12-31 | $4,196,999 |
| Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $63,513 |
| Other income received | 2019-12-31 | $233,561 |
| Net income (gross income less expenses) | 2019-12-31 | $353,076 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,739,773 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,386,697 |
| Assets. Value of employer securities | 2019-12-31 | $4,409,995 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $183,028 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : THE HELSING GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data | ||
| Total plan liabilities at end of year | 2018-12-31 | $2,810,302 |
| Total plan liabilities at beginning of year | 2018-12-31 | $2,902,728 |
| Total income from all sources | 2018-12-31 | $917,406 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $65,602 |
| Total plan assets at end of year | 2018-12-31 | $4,196,999 |
| Total plan assets at beginning of year | 2018-12-31 | $3,437,621 |
| Value of fidelity bond covering the plan | 2018-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $65,602 |
| Other income received | 2018-12-31 | $759,378 |
| Net income (gross income less expenses) | 2018-12-31 | $851,804 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,386,697 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $534,893 |
| Assets. Value of employer securities | 2018-12-31 | $4,180,097 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $158,028 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : THE HELSING GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data | ||
| Total plan liabilities at end of year | 2017-12-31 | $2,902,728 |
| Total plan liabilities at beginning of year | 2017-12-31 | $3,234,267 |
| Total income from all sources | 2017-12-31 | $1,504,793 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $51,015 |
| Total plan assets at end of year | 2017-12-31 | $3,437,621 |
| Total plan assets at beginning of year | 2017-12-31 | $2,315,382 |
| Value of fidelity bond covering the plan | 2017-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $51,015 |
| Other income received | 2017-12-31 | $1,122,239 |
| Net income (gross income less expenses) | 2017-12-31 | $1,453,778 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $534,893 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $-918,885 |
| Assets. Value of employer securities | 2017-12-31 | $3,419,554 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $382,554 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : THE HELSING GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data | ||
| Total plan liabilities at end of year | 2016-12-31 | $3,234,267 |
| Total plan liabilities at beginning of year | 2016-12-31 | $597,746 |
| Total income from all sources | 2016-12-31 | $-1,644,462 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $21,673 |
| Total plan assets at end of year | 2016-12-31 | $2,315,382 |
| Total plan assets at beginning of year | 2016-12-31 | $1,344,996 |
| Value of fidelity bond covering the plan | 2016-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $21,673 |
| Other income received | 2016-12-31 | $-2,393,397 |
| Net income (gross income less expenses) | 2016-12-31 | $-1,666,135 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $-918,885 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $747,250 |
| Assets. Value of employer securities | 2016-12-31 | $2,300,427 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $748,935 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : THE HELSING GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data | ||
| Total plan liabilities at end of year | 2015-12-31 | $597,746 |
| Total income from all sources | 2015-12-31 | $540,074 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $17,824 |
| Total plan assets at end of year | 2015-12-31 | $1,344,996 |
| Total plan assets at beginning of year | 2015-12-31 | $225,000 |
| Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $17,824 |
| Other income received | 2015-12-31 | $-110,916 |
| Net income (gross income less expenses) | 2015-12-31 | $522,250 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $747,250 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $225,000 |
| Assets. Value of employer securities | 2015-12-31 | $1,344,996 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $650,990 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : THE HELSING GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data | ||
| Total income from all sources | 2014-12-31 | $225,000 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $225,000 |
| Total plan assets at beginning of year | 2014-12-31 | $0 |
| Value of fidelity bond covering the plan | 2014-12-31 | $100,000 |
| Net income (gross income less expenses) | 2014-12-31 | $225,000 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $225,000 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $225,000 |
| 2023: THE HELSING GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2023 form 5500 responses | ||
|---|---|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: THE HELSING GROUP EMPLOYEE STOCK OWNERSHIP 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 HELSING GROUP EMPLOYEE STOCK OWNERSHIP 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 HELSING GROUP EMPLOYEE STOCK OWNERSHIP 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 HELSING GROUP EMPLOYEE STOCK OWNERSHIP 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 HELSING GROUP EMPLOYEE STOCK OWNERSHIP 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 HELSING GROUP EMPLOYEE STOCK OWNERSHIP 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 HELSING GROUP EMPLOYEE STOCK OWNERSHIP 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 HELSING GROUP EMPLOYEE STOCK OWNERSHIP 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 |
| 2014: THE HELSING GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses | ||
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | First time form 5500 has been submitted | Yes |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |