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HELMSLEY SPEAR 401(K) PLAN 401k Plan overview

Plan NameHELMSLEY SPEAR 401(K) PLAN
Plan identification number 001

HELMSLEY SPEAR 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HELMSLEY SPEAR, LLC has sponsored the creation of one or more 401k plans.

Company Name:HELMSLEY SPEAR, LLC
Employer identification number (EIN):261146866
NAIC Classification:531310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HELMSLEY SPEAR 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01PLAN SPONSOR2024-05-14
0012022-01-01PLAN SPONSOR2023-07-25
0012021-01-01PLAN SPONSOR2022-09-22
0012020-01-01PLAN SPONSOR2021-07-15

Financial Data on HELMSLEY SPEAR 401(K) PLAN

Measure Date Value
2025 : HELMSLEY SPEAR 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-170
Total liabilities as of the end of the plan year2025-07-170
Total liabilities as of the beginning of the plan year2025-07-170
Total expenses incurred by plan in this plan year2025-07-17100405
Net assets as of the end of the plan year2025-07-171110647
Total assets as of the beginning of the plan year2025-07-171068017
Value of plan covered by a fidelity bond2025-07-171000000
Participant contributions to plan in this plan year2025-07-1725364
Value of participant loans at end of plan year2025-07-1729271
Other expenses paid from plan in this plan year2025-07-170
Other contributions to plan in this plan year2025-07-170
Other income to plan in this plan year2025-07-17114678
Plan net income in this plan year2025-07-1742630
Net assets as of the end of the plan year2025-07-171110647
Net assets as of the beginning of the plan year2025-07-171068017
Employer contributions to plan in this plan year2025-07-172993
Fees paid to broker by Benefit Provider2025-07-172646
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-17193
2024 : HELMSLEY SPEAR 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-140
Total liabilities as of the end of the plan year2024-05-140
Total liabilities as of the beginning of the plan year2024-05-140
Total expenses incurred by plan in this plan year2024-05-141849
Net assets as of the end of the plan year2024-05-141068017
Total assets as of the beginning of the plan year2024-05-14890303
Value of plan covered by a fidelity bond2024-05-141000000
Participant contributions to plan in this plan year2024-05-1444494
Value of participant loans at end of plan year2024-05-149505
Other expenses paid from plan in this plan year2024-05-140
Other contributions to plan in this plan year2024-05-140
Other income to plan in this plan year2024-05-14124017
Plan net income in this plan year2024-05-14177714
Net assets as of the end of the plan year2024-05-141068017
Net assets as of the beginning of the plan year2024-05-14890303
Employer contributions to plan in this plan year2024-05-1411052
Fees paid to broker by Benefit Provider2024-05-142391
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-14148
2022 : HELMSLEY SPEAR 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-09-220
Total liabilities as of the end of the plan year2022-09-220
Total liabilities as of the beginning of the plan year2022-09-220
Total expenses incurred by plan in this plan year2022-09-22550
Net assets as of the end of the plan year2022-09-22977639
Total assets as of the beginning of the plan year2022-09-22830534
Value of plan covered by a fidelity bond2022-09-221000000
Participant contributions to plan in this plan year2022-09-2240786
Other expenses paid from plan in this plan year2022-09-220
Other contributions to plan in this plan year2022-09-220
Other income to plan in this plan year2022-09-2299778
Plan net income in this plan year2022-09-22147105
Net assets as of the end of the plan year2022-09-22977639
Net assets as of the beginning of the plan year2022-09-22830534
Employer contributions to plan in this plan year2022-09-227091
Fees paid to broker by Benefit Provider2022-09-222262
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-22550

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