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HELIX ELECTRIC, INC. 401(K) SAVINGS PLAN 401k Plan overview

Plan NameHELIX ELECTRIC, INC. 401(K) SAVINGS PLAN
Plan identification number 001

HELIX ELECTRIC, INC. 401(K) SAVINGS 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

HELIX ELECTRIC, INC. has sponsored the creation of one or more 401k plans.

Company Name:HELIX ELECTRIC, INC.
Employer identification number (EIN):330124909
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Additional information about HELIX ELECTRIC, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1995-11-22
Company Identification Number: 0010735306
Legal Registered Office Address: PO BOX 85298

SAN DIEGO
United States of America (USA)
92186

More information about HELIX ELECTRIC, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HELIX ELECTRIC, INC. 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01MARIA ANDERSON MARIA ANDERSON2018-10-08
0012016-01-01DRU WELLS DRU WELLS2017-10-09
0012015-01-01SHANNON COLLINS SHANNON COLLINS2016-10-11
0012014-01-01SHANNON COLLINS SHANNON COLLINS2015-10-15
0012013-01-01SHANNON COLLINS
0012012-01-01SANDRA JEFFREYS
0012011-01-01SANDRA JEFFREYS
0012010-01-01SANDRA JEFFREYS
0012009-01-01SANDRA L JEFFREYS SANDRA L JEFFREYS2010-09-07
0012009-01-01SANDRA L JEFFREYS SANDRA L JEFFREYS2010-08-02

Plan Statistics for HELIX ELECTRIC, INC. 401(K) SAVINGS PLAN

401k plan membership statisitcs for HELIX ELECTRIC, INC. 401(K) SAVINGS PLAN

Measure Date Value
2022: HELIX ELECTRIC, INC. 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,511
Total number of active participants reported on line 7a of the Form 55002022-01-013,125
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-01649
Total of all active and inactive participants2022-01-013,780
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-017
Total participants2022-01-013,787
Number of participants with account balances2022-01-012,933
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0196
2021: HELIX ELECTRIC, INC. 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,219
Total number of active participants reported on line 7a of the Form 55002021-01-013,140
Number of retired or separated participants receiving benefits2021-01-015
Number of other retired or separated participants entitled to future benefits2021-01-01366
Total of all active and inactive participants2021-01-013,511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-013,511
Number of participants with account balances2021-01-012,692
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01125
2020: HELIX ELECTRIC, INC. 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,274
Total number of active participants reported on line 7a of the Form 55002020-01-012,867
Number of retired or separated participants receiving benefits2020-01-014
Number of other retired or separated participants entitled to future benefits2020-01-01347
Total of all active and inactive participants2020-01-013,218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-013,219
Number of participants with account balances2020-01-012,569
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01336
2019: HELIX ELECTRIC, INC. 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,983
Total number of active participants reported on line 7a of the Form 55002019-01-012,985
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-01275
Total of all active and inactive participants2019-01-013,263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-013,263
Number of participants with account balances2019-01-012,447
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01228
2018: HELIX ELECTRIC, INC. 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,898
Total number of active participants reported on line 7a of the Form 55002018-01-012,747
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01236
Total of all active and inactive participants2018-01-012,983
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012,983
Number of participants with account balances2018-01-012,334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01247
2017: HELIX ELECTRIC, INC. 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,464
Total number of active participants reported on line 7a of the Form 55002017-01-012,708
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-01189
Total of all active and inactive participants2017-01-012,898
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012,898
Number of participants with account balances2017-01-012,228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01213
2016: HELIX ELECTRIC, INC. 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,096
Total number of active participants reported on line 7a of the Form 55002016-01-012,319
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-01143
Total of all active and inactive participants2016-01-012,463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012,463
Number of participants with account balances2016-01-011,724
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0114
2015: HELIX ELECTRIC, INC. 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,770
Total number of active participants reported on line 7a of the Form 55002015-01-011,952
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-01141
Total of all active and inactive participants2015-01-012,094
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012,094
Number of participants with account balances2015-01-011,177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0111
2014: HELIX ELECTRIC, INC. 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,123
Total number of active participants reported on line 7a of the Form 55002014-01-011,697
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0170
Total of all active and inactive participants2014-01-011,768
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-011,769
Number of participants with account balances2014-01-011,135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: HELIX ELECTRIC, INC. 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,226
Total number of active participants reported on line 7a of the Form 55002013-01-01876
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01246
Total of all active and inactive participants2013-01-011,122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-011,123
Number of participants with account balances2013-01-011,108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-018
2012: HELIX ELECTRIC, INC. 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,077
Total number of active participants reported on line 7a of the Form 55002012-01-011,035
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01189
Total of all active and inactive participants2012-01-011,224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-011,226
Number of participants with account balances2012-01-011,186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-019
2011: HELIX ELECTRIC, INC. 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,400
Total number of active participants reported on line 7a of the Form 55002011-01-01893
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01184
Total of all active and inactive participants2011-01-011,077
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,077
Number of participants with account balances2011-01-01998
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2010: HELIX ELECTRIC, INC. 401(K) SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,691
Total number of active participants reported on line 7a of the Form 55002010-01-011,236
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01164
Total of all active and inactive participants2010-01-011,400
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,400
Number of participants with account balances2010-01-011,157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: HELIX ELECTRIC, INC. 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,553
Total number of active participants reported on line 7a of the Form 55002009-01-011,586
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01104
Total of all active and inactive participants2009-01-011,690
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-011,691
Number of participants with account balances2009-01-01309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0118

Financial Data on HELIX ELECTRIC, INC. 401(K) SAVINGS PLAN

Measure Date Value
2022 : HELIX ELECTRIC, INC. 401(K) SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-10,379,425
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$19,237,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$18,544,811
Expenses. Certain deemed distributions of participant loans2022-12-31$158,473
Value of total corrective distributions2022-12-31$208
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$16,577,697
Value of total assets at end of year2022-12-31$128,306,349
Value of total assets at beginning of year2022-12-31$157,923,164
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$533,898
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$138,626
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$4,409,758
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$4,409,758
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$8,842,216
Participant contributions at end of year2022-12-31$2,338,937
Participant contributions at beginning of year2022-12-31$2,423,051
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$477,824
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$1,900
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-29,616,815
Value of net assets at end of year (total assets less liabilities)2022-12-31$128,306,349
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$157,923,164
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$365,071
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$116,760,295
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$137,861,778
Interest on participant loans2022-12-31$138,626
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$9,207,117
Value of interest in common/collective trusts at beginning of year2022-12-31$17,638,335
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-25,779,255
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$-5,726,251
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$7,257,657
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$18,544,811
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$166,927
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MOSS ADAMS
Accountancy firm EIN2022-12-31910189318
2021 : HELIX ELECTRIC, INC. 401(K) SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$36,091,347
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$10,522,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,800,769
Expenses. Certain deemed distributions of participant loans2021-12-31$65,904
Value of total corrective distributions2021-12-31$592
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$16,033,105
Value of total assets at end of year2021-12-31$157,923,164
Value of total assets at beginning of year2021-12-31$132,354,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$655,378
Total interest from all sources2021-12-31$140,613
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,176,249
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$4,176,249
Administrative expenses professional fees incurred2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$7,910,669
Participant contributions at end of year2021-12-31$2,423,051
Participant contributions at beginning of year2021-12-31$2,459,945
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$484,303
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$1,780
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$25,568,704
Value of net assets at end of year (total assets less liabilities)2021-12-31$157,923,164
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$132,354,460
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$567,639
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$137,861,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$129,894,515
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$140,613
Interest earned on other investments2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$17,638,335
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$14,019,604
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$1,721,776
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$7,638,133
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$9,800,769
Contract administrator fees2021-12-31$85,959
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOSS ADAMS
Accountancy firm EIN2021-12-31910189318
2020 : HELIX ELECTRIC, INC. 401(K) SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$34,706,738
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$12,039,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$11,378,565
Expenses. Certain deemed distributions of participant loans2020-12-31$51,698
Value of total corrective distributions2020-12-31$4,104
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$17,160,166
Value of total assets at end of year2020-12-31$132,354,460
Value of total assets at beginning of year2020-12-31$109,686,747
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$604,658
Total interest from all sources2020-12-31$145,292
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,088,078
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$3,088,078
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$7,556,196
Participant contributions at end of year2020-12-31$2,459,945
Participant contributions at beginning of year2020-12-31$2,019,624
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$839,347
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Administrative expenses (other) incurred2020-12-31$1,162
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$22,667,713
Value of net assets at end of year (total assets less liabilities)2020-12-31$132,354,460
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$109,686,747
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$519,063
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$129,894,515
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$107,667,103
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$145,292
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$20
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$14,313,202
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$8,764,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$11,378,565
Contract administrator fees2020-12-31$84,433
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MOSS ADAMS
Accountancy firm EIN2020-12-31910189318
2019 : HELIX ELECTRIC, INC. 401(K) SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$35,018,454
Total income from all sources (including contributions)2019-12-31$35,018,454
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$7,612,350
Total of all expenses incurred2019-12-31$7,612,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,008,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,008,207
Expenses. Certain deemed distributions of participant loans2019-12-31$68,941
Expenses. Certain deemed distributions of participant loans2019-12-31$68,941
Value of total corrective distributions2019-12-31$5,850
Value of total corrective distributions2019-12-31$5,850
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$15,430,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$15,430,153
Value of total assets at end of year2019-12-31$109,686,747
Value of total assets at end of year2019-12-31$109,686,747
Value of total assets at beginning of year2019-12-31$82,280,643
Value of total assets at beginning of year2019-12-31$82,280,643
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$529,352
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$529,352
Total interest from all sources2019-12-31$183,301
Total interest from all sources2019-12-31$183,301
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,607,559
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,607,559
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,607,559
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,607,559
Administrative expenses professional fees incurred2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$6,877,754
Contributions received from participants2019-12-31$6,877,754
Participant contributions at end of year2019-12-31$2,019,624
Participant contributions at end of year2019-12-31$2,019,624
Participant contributions at beginning of year2019-12-31$1,432,629
Participant contributions at beginning of year2019-12-31$1,432,629
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$884,414
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$884,414
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Other income not declared elsewhere2019-12-31$123,195
Other income not declared elsewhere2019-12-31$123,195
Administrative expenses (other) incurred2019-12-31$18,320
Administrative expenses (other) incurred2019-12-31$18,320
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$27,406,104
Value of net income/loss2019-12-31$27,406,104
Value of net assets at end of year (total assets less liabilities)2019-12-31$109,686,747
Value of net assets at end of year (total assets less liabilities)2019-12-31$109,686,747
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$82,280,643
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$82,280,643
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$431,282
Investment advisory and management fees2019-12-31$431,282
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$107,667,103
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$107,667,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$74,454,333
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$74,454,333
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$104,531
Interest on participant loans2019-12-31$104,531
Interest earned on other investments2019-12-31$78,770
Interest earned on other investments2019-12-31$78,770
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$20
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$20
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,393,681
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,393,681
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$16,674,246
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$16,674,246
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$7,667,985
Contributions received in cash from employer2019-12-31$7,667,985
Income. Dividends from common stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,008,207
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,008,207
Contract administrator fees2019-12-31$79,750
Contract administrator fees2019-12-31$79,750
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MOSS ADAMS
Accountancy firm name2019-12-31MOSS ADAMS
Accountancy firm EIN2019-12-31910189318
Accountancy firm EIN2019-12-31910189318
2018 : HELIX ELECTRIC, INC. 401(K) SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$8,472,765
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$7,598,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,215,797
Expenses. Certain deemed distributions of participant loans2018-12-31$9,257
Value of total corrective distributions2018-12-31$906
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$13,298,017
Value of total assets at end of year2018-12-31$82,280,643
Value of total assets at beginning of year2018-12-31$81,406,268
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$372,430
Total interest from all sources2018-12-31$201,729
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,436,319
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,436,319
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$6,062,435
Participant contributions at end of year2018-12-31$1,432,629
Participant contributions at beginning of year2018-12-31$1,178,493
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,360,604
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$679
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$874,375
Value of net assets at end of year (total assets less liabilities)2018-12-31$82,280,643
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$81,406,268
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$309,615
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$74,454,333
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$74,698,375
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$71,965
Interest earned on other investments2018-12-31$129,764
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$6,393,681
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$5,529,400
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-7,463,300
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$5,874,978
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$7,215,797
Contract administrator fees2018-12-31$62,136
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MOSS ADAMS
Accountancy firm EIN2018-12-31910189318
2017 : HELIX ELECTRIC, INC. 401(K) SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$23,673,690
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,101,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,779,482
Expenses. Certain deemed distributions of participant loans2017-12-31$39,312
Value of total corrective distributions2017-12-31$20,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$11,780,987
Value of total assets at end of year2017-12-31$81,406,268
Value of total assets at beginning of year2017-12-31$62,833,784
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$261,994
Total interest from all sources2017-12-31$187,173
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,866,167
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,866,167
Administrative expenses professional fees incurred2017-12-31$2,500
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$5,467,931
Participant contributions at end of year2017-12-31$1,178,493
Participant contributions at beginning of year2017-12-31$1,101,139
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$632,333
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$2,463
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$18,572,484
Value of net assets at end of year (total assets less liabilities)2017-12-31$81,406,268
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$62,833,784
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$203,998
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$74,698,375
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$55,944,119
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$61,000
Interest earned on other investments2017-12-31$126,173
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$5,529,400
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$5,788,526
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$9,839,363
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$5,680,723
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,779,482
Contract administrator fees2017-12-31$53,033
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MOSS ADAMS
Accountancy firm EIN2017-12-31910189318
2016 : HELIX ELECTRIC, INC. 401(K) SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$12,204,657
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,271,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,102,598
Expenses. Certain deemed distributions of participant loans2016-12-31$3,117
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,709,479
Value of total assets at end of year2016-12-31$62,833,784
Value of total assets at beginning of year2016-12-31$54,900,722
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$165,880
Total interest from all sources2016-12-31$171,106
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,649,507
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,649,507
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,029,076
Participant contributions at end of year2016-12-31$1,101,139
Participant contributions at beginning of year2016-12-31$864,864
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$212,595
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$13,554
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$7,933,062
Value of net assets at end of year (total assets less liabilities)2016-12-31$62,833,784
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$54,900,722
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$120,837
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$55,944,119
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$49,138,504
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$51,560
Interest earned on other investments2016-12-31$119,546
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$5,788,526
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,897,354
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,674,565
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$4,467,808
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,102,598
Contract administrator fees2016-12-31$31,489
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MOSS ADAMS
Accountancy firm EIN2016-12-31910189318
2015 : HELIX ELECTRIC, INC. 401(K) SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$6,292,044
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$5,591,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,446,159
Expenses. Certain deemed distributions of participant loans2015-12-31$10,564
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$7,193,400
Value of total assets at end of year2015-12-31$54,900,722
Value of total assets at beginning of year2015-12-31$54,200,131
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$134,730
Total interest from all sources2015-12-31$144,570
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,991,267
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,991,267
Administrative expenses professional fees incurred2015-12-31$10,000
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,528,395
Participant contributions at end of year2015-12-31$864,864
Participant contributions at beginning of year2015-12-31$935,810
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$613,390
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$700,591
Value of net assets at end of year (total assets less liabilities)2015-12-31$54,900,722
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$54,200,131
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$98,881
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$49,138,504
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$48,731,641
Interest on participant loans2015-12-31$46,334
Interest earned on other investments2015-12-31$98,236
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,897,354
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$4,532,680
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,037,193
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$4,051,615
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,446,159
Contract administrator fees2015-12-31$25,849
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MOSS ADAMS
Accountancy firm EIN2015-12-31910189318
2014 : HELIX ELECTRIC, INC. 401(K) SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$9,171,400
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$6,919,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$6,703,634
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$104,031
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$6,226,049
Value of total assets at end of year2014-12-31$54,200,131
Value of total assets at beginning of year2014-12-31$51,948,666
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$112,270
Total interest from all sources2014-12-31$49,656
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$624,946
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$624,946
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,500,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,321,102
Participant contributions at end of year2014-12-31$935,810
Participant contributions at beginning of year2014-12-31$924,073
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$130,009
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$489
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$112,270
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$31,527
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,251,465
Value of net assets at end of year (total assets less liabilities)2014-12-31$54,200,131
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$51,948,666
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$48,731,641
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$46,064,293
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,925,398
Interest on participant loans2014-12-31$49,656
Interest earned on other investments2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,886
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,886
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$4,532,680
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,270,749
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$3,774,938
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$6,703,634
Contract administrator fees2014-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MOSS ADAMS
Accountancy firm EIN2014-12-31910189318
2013 : HELIX ELECTRIC, INC. 401(K) SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$14,981,954
Total of all expenses incurred2013-12-31$5,995,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,862,795
Value of total corrective distributions2013-12-31$1,816
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$7,270,315
Value of total assets at end of year2013-12-31$51,948,667
Value of total assets at beginning of year2013-12-31$42,961,958
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$130,634
Total interest from all sources2013-12-31$43,217
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$780,967
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$780,967
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,961,631
Participant contributions at end of year2013-12-31$924,073
Participant contributions at beginning of year2013-12-31$840,194
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$180,146
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$489
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$403
Administrative expenses (other) incurred2013-12-31$130,634
Total non interest bearing cash at end of year2013-12-31$31,527
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$8,986,709
Value of net assets at end of year (total assets less liabilities)2013-12-31$51,948,667
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$42,961,958
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$46,064,293
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$37,660,220
Interest on participant loans2013-12-31$43,217
Value of interest in common/collective trusts at end of year2013-12-31$4,925,398
Value of interest in common/collective trusts at beginning of year2013-12-31$4,460,604
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,887
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$537
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$537
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,854,938
Net investment gain or loss from common/collective trusts2013-12-31$32,517
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$5,128,538
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,862,795
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MOSS ADAMS
Accountancy firm EIN2013-12-31910189318
2012 : HELIX ELECTRIC, INC. 401(K) SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$11,482,454
Total of all expenses incurred2012-12-31$3,885,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,551,894
Value of total corrective distributions2012-12-31$208,878
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$7,063,026
Value of total assets at end of year2012-12-31$42,961,958
Value of total assets at beginning of year2012-12-31$35,365,434
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$125,158
Total interest from all sources2012-12-31$37,418
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$639,446
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$639,446
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,660,784
Participant contributions at end of year2012-12-31$840,194
Participant contributions at beginning of year2012-12-31$649,186
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$108,359
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$403
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$395
Administrative expenses (other) incurred2012-12-31$125,158
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$7,596,524
Value of net assets at end of year (total assets less liabilities)2012-12-31$42,961,958
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$35,365,434
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$37,660,220
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$29,982,975
Interest on participant loans2012-12-31$37,418
Value of interest in common/collective trusts at end of year2012-12-31$4,460,604
Value of interest in common/collective trusts at beginning of year2012-12-31$4,731,564
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$537
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,314
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,314
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,680,103
Net investment gain or loss from common/collective trusts2012-12-31$62,461
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$5,293,883
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,551,894
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MOSS ADAMS
Accountancy firm EIN2012-12-31910189318
2011 : HELIX ELECTRIC, INC. 401(K) SAVINGS PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$4,580,127
Total of all expenses incurred2011-12-31$4,403,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,231,697
Expenses. Certain deemed distributions of participant loans2011-12-31$3,688
Value of total corrective distributions2011-12-31$62,529
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,492,134
Value of total assets at end of year2011-12-31$35,365,434
Value of total assets at beginning of year2011-12-31$35,189,265
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$106,044
Total interest from all sources2011-12-31$32,805
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$612,469
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$612,469
Administrative expenses professional fees incurred2011-12-31$330
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,704,629
Participant contributions at end of year2011-12-31$649,186
Participant contributions at beginning of year2011-12-31$627,408
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$123,690
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$395
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$206
Administrative expenses (other) incurred2011-12-31$105,714
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$176,169
Value of net assets at end of year (total assets less liabilities)2011-12-31$35,365,434
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$35,189,265
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$29,982,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$29,968,207
Interest on participant loans2011-12-31$32,805
Value of interest in common/collective trusts at end of year2011-12-31$4,731,564
Value of interest in common/collective trusts at beginning of year2011-12-31$4,592,680
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,314
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$764
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$764
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,631,566
Net investment gain or loss from common/collective trusts2011-12-31$74,285
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$3,663,815
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,231,697
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MOSS ADAMS
Accountancy firm EIN2011-12-31910189318
2010 : HELIX ELECTRIC, INC. 401(K) SAVINGS PLAN 2010 401k financial data
Total transfer of assets to this plan2010-12-31$10,072,381
Total income from all sources (including contributions)2010-12-31$8,847,546
Total of all expenses incurred2010-12-31$2,977,785
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,454,613
Expenses. Certain deemed distributions of participant loans2010-12-31$6,600
Value of total corrective distributions2010-12-31$451,983
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,926,423
Value of total assets at end of year2010-12-31$35,189,265
Value of total assets at beginning of year2010-12-31$19,247,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$64,589
Total interest from all sources2010-12-31$31,470
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$561,055
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$561,055
Administrative expenses professional fees incurred2010-12-31$6,700
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,500,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,658,272
Participant contributions at end of year2010-12-31$627,408
Participant contributions at beginning of year2010-12-31$522,547
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$31,214
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$206
Administrative expenses (other) incurred2010-12-31$57,889
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$5,869,761
Value of net assets at end of year (total assets less liabilities)2010-12-31$35,189,265
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$19,247,123
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$29,968,207
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,681,860
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$6,000,152
Interest on participant loans2010-12-31$31,470
Value of interest in common/collective trusts at end of year2010-12-31$4,592,680
Value of interest in common/collective trusts at beginning of year2010-12-31$3,042,564
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$764
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,470,336
Net investment gain/loss from pooled separate accounts2010-12-31$-216,246
Net investment gain or loss from common/collective trusts2010-12-31$74,508
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$3,236,937
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,454,613
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31LEVITZACKS
Accountancy firm EIN2010-12-31953159181

Form 5500 Responses for HELIX ELECTRIC, INC. 401(K) SAVINGS PLAN

2022: HELIX ELECTRIC, INC. 401(K) SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HELIX ELECTRIC, INC. 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HELIX ELECTRIC, INC. 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HELIX ELECTRIC, INC. 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HELIX ELECTRIC, INC. 401(K) SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HELIX ELECTRIC, INC. 401(K) SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HELIX ELECTRIC, INC. 401(K) SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HELIX ELECTRIC, INC. 401(K) SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HELIX ELECTRIC, INC. 401(K) SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HELIX ELECTRIC, INC. 401(K) SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HELIX ELECTRIC, INC. 401(K) SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HELIX ELECTRIC, INC. 401(K) SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: HELIX ELECTRIC, INC. 401(K) SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HELIX ELECTRIC, INC. 401(K) SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61463
Policy instance 1
Insurance contract or identification numberMR 61463
Number of Individuals Covered2865
Insurance policy start date2022-01-01
Insurance policy end date2022-09-28
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61463
Policy instance 1
Insurance contract or identification numberMR 61463
Number of Individuals Covered3511
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR61463
Policy instance 1
Insurance contract or identification numberMR61463
Number of Individuals Covered3219
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61463
Policy instance 1
Insurance contract or identification numberMR 61463
Number of Individuals Covered3263
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR61463
Policy instance 1
Insurance contract or identification numberMR61463
Number of Individuals Covered2983
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61463
Policy instance 1
Insurance contract or identification numberMR 61463
Number of Individuals Covered2983
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61463
Policy instance 1
Insurance contract or identification numberMR 61463
Number of Individuals Covered2898
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61463
Policy instance 1
Insurance contract or identification numberMR 61463
Number of Individuals Covered2094
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61463
Policy instance 1
Insurance contract or identification numberMR 61463
Number of Individuals Covered1769
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number517678
Policy instance 1
Insurance contract or identification number517678
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-11-04
Total amount of commissions paid to insurance brokerUSD $1,908
Total amount of fees paid to insurance companyUSD $1,898
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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