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HELIX ENVIRONMENTAL PLANNING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameHELIX ENVIRONMENTAL PLANNING, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 002

HELIX ENVIRONMENTAL PLANNING, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • The employer maintaining this ESOP is an S Corporation
  • 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)).
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

HELIX ENVIRONMENTAL PLANNING has sponsored the creation of one or more 401k plans.

Company Name:HELIX ENVIRONMENTAL PLANNING
Employer identification number (EIN):330493636
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HELIX ENVIRONMENTAL PLANNING, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01KRISTIN OLSZAK
0022016-01-01KRISTIN OLSZAK
0022015-01-01KRISTIN OLSZAK
0022014-01-01KRISTIN OLSZAK
0022013-01-01KRISTIN OLSZAK
0022012-01-01KRISTIN OLSZAK
0022011-01-01KRISTIN L. OLSZAK
0022009-01-01KRISTIN RUFFALO-OLSZAK

Plan Statistics for HELIX ENVIRONMENTAL PLANNING, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for HELIX ENVIRONMENTAL PLANNING, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: HELIX ENVIRONMENTAL PLANNING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01205
Total number of active participants reported on line 7a of the Form 55002022-01-01156
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0132
Total of all active and inactive participants2022-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01188
Number of participants with account balances2022-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0115
2021: HELIX ENVIRONMENTAL PLANNING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01202
Total number of active participants reported on line 7a of the Form 55002021-01-01153
Number of retired or separated participants receiving benefits2021-01-0117
Number of other retired or separated participants entitled to future benefits2021-01-0119
Total of all active and inactive participants2021-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01189
Number of participants with account balances2021-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-017
2020: HELIX ENVIRONMENTAL PLANNING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01191
Total number of active participants reported on line 7a of the Form 55002020-01-01148
Number of retired or separated participants receiving benefits2020-01-0120
Number of other retired or separated participants entitled to future benefits2020-01-0123
Total of all active and inactive participants2020-01-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01191
Number of participants with account balances2020-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-017
2019: HELIX ENVIRONMENTAL PLANNING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01169
Total number of active participants reported on line 7a of the Form 55002019-01-01127
Number of retired or separated participants receiving benefits2019-01-0114
Number of other retired or separated participants entitled to future benefits2019-01-0124
Total of all active and inactive participants2019-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01165
Number of participants with account balances2019-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2018: HELIX ENVIRONMENTAL PLANNING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01130
Total number of active participants reported on line 7a of the Form 55002018-01-01118
Number of retired or separated participants receiving benefits2018-01-019
Number of other retired or separated participants entitled to future benefits2018-01-0121
Total of all active and inactive participants2018-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01148
Number of participants with account balances2018-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017
2017: HELIX ENVIRONMENTAL PLANNING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01131
Total number of active participants reported on line 7a of the Form 55002017-01-01104
Number of retired or separated participants receiving benefits2017-01-018
Number of other retired or separated participants entitled to future benefits2017-01-0125
Total of all active and inactive participants2017-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01137
Number of participants with account balances2017-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016: HELIX ENVIRONMENTAL PLANNING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01125
Total number of active participants reported on line 7a of the Form 55002016-01-0196
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-0122
Total of all active and inactive participants2016-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01123
Number of participants with account balances2016-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: HELIX ENVIRONMENTAL PLANNING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0194
Total number of active participants reported on line 7a of the Form 55002015-01-0183
Number of retired or separated participants receiving benefits2015-01-015
Number of other retired or separated participants entitled to future benefits2015-01-0118
Total of all active and inactive participants2015-01-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01106
Number of participants with account balances2015-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: HELIX ENVIRONMENTAL PLANNING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0194
Total number of active participants reported on line 7a of the Form 55002014-01-0178
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-0113
Total of all active and inactive participants2014-01-0194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0194
Number of participants with account balances2014-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: HELIX ENVIRONMENTAL PLANNING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0184
Total number of active participants reported on line 7a of the Form 55002013-01-0175
Number of retired or separated participants receiving benefits2013-01-015
Number of other retired or separated participants entitled to future benefits2013-01-0114
Total of all active and inactive participants2013-01-0194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0194
Number of participants with account balances2013-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: HELIX ENVIRONMENTAL PLANNING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0185
Total number of active participants reported on line 7a of the Form 55002012-01-0161
Number of retired or separated participants receiving benefits2012-01-015
Number of other retired or separated participants entitled to future benefits2012-01-0118
Total of all active and inactive participants2012-01-0184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0184
Number of participants with account balances2012-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: HELIX ENVIRONMENTAL PLANNING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0189
Total number of active participants reported on line 7a of the Form 55002011-01-0165
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0120
Total of all active and inactive participants2011-01-0185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0185
Number of participants with account balances2011-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2009: HELIX ENVIRONMENTAL PLANNING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01104
Total number of active participants reported on line 7a of the Form 55002009-01-0165
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0125
Total of all active and inactive participants2009-01-0190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0190
Number of participants with account balances2009-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0113

Financial Data on HELIX ENVIRONMENTAL PLANNING, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022 : HELIX ENVIRONMENTAL PLANNING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$556,385
Total unrealized appreciation/depreciation of assets2022-12-31$556,385
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$196,001
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$1,072,062
Total loss/gain on sale of assets2022-12-31$-19,567
Total of all expenses incurred2022-12-31$1,354,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,337,034
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$539,042
Value of total assets at end of year2022-12-31$7,444,013
Value of total assets at beginning of year2022-12-31$7,530,778
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$17,794
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$4,960
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$4,960
Administrative expenses professional fees incurred2022-12-31$17,794
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
Assets. Other investments not covered elsewhere at end of year2022-12-31$36
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$36
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$196,001
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$406,263
Total non interest bearing cash at beginning of year2022-12-31$333,672
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-282,766
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,248,012
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,530,778
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$63,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$211,432
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$548
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$2,103
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$2,103
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-8,758
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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$6,434,789
Assets. Invements in employer securities at beginning of year2022-12-31$6,544,712
Contributions received in cash from employer2022-12-31$539,042
Employer contributions (assets) at end of year2022-12-31$539,042
Employer contributions (assets) at beginning of year2022-12-31$438,823
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,337,034
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
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$264,721
Aggregate carrying amount (costs) on sale of assets2022-12-31$284,288
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CAMPBELL TAYLOR WASHBURN
Accountancy firm EIN2022-12-31680251243
2021 : HELIX ENVIRONMENTAL PLANNING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$1,868,573
Total unrealized appreciation/depreciation of assets2021-12-31$1,868,573
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$2,321,769
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$412,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$397,658
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$438,823
Value of total assets at end of year2021-12-31$7,530,778
Value of total assets at beginning of year2021-12-31$5,621,189
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$14,522
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$9,730
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$9,730
Administrative expenses professional fees incurred2021-12-31$14,522
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$752,162
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$343,232
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$36
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$36
Total non interest bearing cash at end of year2021-12-31$333,672
Total non interest bearing cash at beginning of year2021-12-31$528,622
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$1,909,589
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,530,778
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,621,189
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$211,432
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$219,464
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$2,103
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$5,923
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$5,923
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,643
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$6,544,712
Assets. Invements in employer securities at beginning of year2021-12-31$4,439,371
Contributions received in cash from employer2021-12-31$438,823
Employer contributions (assets) at end of year2021-12-31$438,823
Employer contributions (assets) at beginning of year2021-12-31$427,773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$397,658
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
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 name2021-12-31CAMPBELL TAYLOR WASHBURN
Accountancy firm EIN2021-12-31680251243
2020 : HELIX ENVIRONMENTAL PLANNING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$270,824
Total unrealized appreciation/depreciation of assets2020-12-31$270,824
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$840,959
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$561,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$537,363
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$554,408
Value of total assets at end of year2020-12-31$5,621,189
Value of total assets at beginning of year2020-12-31$5,342,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$24,542
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,709
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$3,709
Administrative expenses professional fees incurred2020-12-31$24,542
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$562,119
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$515,978
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$36
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$36
Total non interest bearing cash at end of year2020-12-31$528,622
Total non interest bearing cash at beginning of year2020-12-31$131,430
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$279,054
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,621,189
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,342,135
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$219,464
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$97,483
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$5,923
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$19,375
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$19,375
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$12,018
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
Assets. Invements in employer securities at end of year2020-12-31$4,439,371
Assets. Invements in employer securities at beginning of year2020-12-31$4,720,658
Contributions received in cash from employer2020-12-31$554,408
Employer contributions (assets) at end of year2020-12-31$427,773
Employer contributions (assets) at beginning of year2020-12-31$373,153
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$537,363
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31CAMPBELL TAYLOR WASHBURN
Accountancy firm EIN2020-12-31680251243
2019 : HELIX ENVIRONMENTAL PLANNING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$428,251
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$428,251
Total unrealized appreciation/depreciation of assets2019-12-31$428,251
Total unrealized appreciation/depreciation of assets2019-12-31$428,251
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$1,727
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,727
Total income from all sources (including contributions)2019-12-31$806,569
Total income from all sources (including contributions)2019-12-31$806,569
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$336,224
Total of all expenses incurred2019-12-31$336,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$328,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$328,434
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$373,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$373,153
Value of total assets at end of year2019-12-31$5,342,135
Value of total assets at end of year2019-12-31$5,342,135
Value of total assets at beginning of year2019-12-31$4,873,517
Value of total assets at beginning of year2019-12-31$4,873,517
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,790
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,133
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,133
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$1,133
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,133
Administrative expenses professional fees incurred2019-12-31$7,790
Administrative expenses professional fees incurred2019-12-31$7,790
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$534,214
Value of fidelity bond cover2019-12-31$534,214
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$314,539
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$36
Assets. Other investments not covered elsewhere at end of year2019-12-31$36
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$36
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$36
Total non interest bearing cash at end of year2019-12-31$131,430
Total non interest bearing cash at end of year2019-12-31$131,430
Total non interest bearing cash at beginning of year2019-12-31$15,756
Total non interest bearing cash at beginning of year2019-12-31$15,756
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$470,345
Value of net income/loss2019-12-31$470,345
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,342,135
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,342,135
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,871,790
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,871,790
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$97,483
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$97,483
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$83,168
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$83,168
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$19,375
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$19,375
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,904
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,904
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,904
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,904
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,032
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,032
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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$4,720,658
Assets. Invements in employer securities at end of year2019-12-31$4,720,658
Assets. Invements in employer securities at beginning of year2019-12-31$4,461,120
Assets. Invements in employer securities at beginning of year2019-12-31$4,461,120
Contributions received in cash from employer2019-12-31$373,153
Contributions received in cash from employer2019-12-31$373,153
Employer contributions (assets) at end of year2019-12-31$373,153
Employer contributions (assets) at end of year2019-12-31$373,153
Employer contributions (assets) at beginning of year2019-12-31$311,533
Employer contributions (assets) at beginning of year2019-12-31$311,533
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$328,434
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$328,434
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$1,727
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$1,727
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)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31SQUAR MILNER LLP
Accountancy firm name2019-12-31SQUAR MILNER LLP
Accountancy firm EIN2019-12-31330835986
Accountancy firm EIN2019-12-31330835986
2018 : HELIX ENVIRONMENTAL PLANNING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$381,843
Total unrealized appreciation/depreciation of assets2018-12-31$381,843
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,727
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$705,293
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$187,582
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$167,629
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$330,464
Value of total assets at end of year2018-12-31$4,873,517
Value of total assets at beginning of year2018-12-31$4,354,079
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$19,953
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,174
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$4,174
Administrative expenses professional fees incurred2018-12-31$19,953
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$148,010
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$36
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$15,756
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$517,711
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,871,790
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,354,079
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$83,168
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$78,214
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,904
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$17,667
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$17,667
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-11,188
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$4,461,120
Assets. Invements in employer securities at beginning of year2018-12-31$4,002,541
Contributions received in cash from employer2018-12-31$330,464
Employer contributions (assets) at end of year2018-12-31$311,533
Employer contributions (assets) at beginning of year2018-12-31$255,657
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$167,629
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Liabilities. Value of benefit claims payable at end of year2018-12-31$1,727
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31SQUAR MILNER LLP
Accountancy firm EIN2018-12-31330835986
2017 : HELIX ENVIRONMENTAL PLANNING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$792,809
Total unrealized appreciation/depreciation of assets2017-12-31$792,809
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$1,358
Total income from all sources (including contributions)2017-12-31$1,098,795
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$158,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$153,431
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$295,467
Value of total assets at end of year2017-12-31$4,354,079
Value of total assets at beginning of year2017-12-31$3,415,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,489
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,426
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$3,426
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
Other income not declared elsewhere2017-12-31$1,358
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$939,875
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,354,079
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,414,204
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$78,214
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$69,021
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$17,667
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$19,452
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$19,452
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,735
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$4,002,541
Assets. Invements in employer securities at beginning of year2017-12-31$3,091,901
Contributions received in cash from employer2017-12-31$295,467
Employer contributions (assets) at end of year2017-12-31$255,657
Employer contributions (assets) at beginning of year2017-12-31$235,188
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$153,431
Contract administrator fees2017-12-31$5,489
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$1,358
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31KUHN AND KOVIAK CPAS, INC.
Accountancy firm EIN2017-12-31330621009
2016 : HELIX ENVIRONMENTAL PLANNING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$225,319
Total unrealized appreciation/depreciation of assets2016-12-31$225,319
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,358
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,714
Total income from all sources (including contributions)2016-12-31$482,206
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$136,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$114,759
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$250,739
Value of total assets at end of year2016-12-31$3,415,562
Value of total assets at beginning of year2016-12-31$3,070,932
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$21,461
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,940
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$1,940
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 period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$840
Other income not declared elsewhere2016-12-31$3,215
Administrative expenses (other) incurred2016-12-31$8,137
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$345,986
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,414,204
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,068,218
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$69,021
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$68,140
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$19,452
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,424
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,424
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$993
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
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$3,091,901
Assets. Invements in employer securities at beginning of year2016-12-31$2,795,818
Contributions received in cash from employer2016-12-31$250,739
Employer contributions (assets) at end of year2016-12-31$235,188
Employer contributions (assets) at beginning of year2016-12-31$204,550
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$114,759
Contract administrator fees2016-12-31$13,324
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Liabilities. Value of benefit claims payable at end of year2016-12-31$1,358
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$1,874
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31KUHN AND KOVIAK CPAS, INC.
Accountancy firm EIN2016-12-31330621009
2015 : HELIX ENVIRONMENTAL PLANNING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$840
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$544,022
Expenses. Total of all expenses incurred2015-12-31$117,708
Benefits paid (including direct rollovers)2015-12-31$116,868
Total plan assets at end of year2015-12-31$3,069,058
Total plan assets at beginning of year2015-12-31$2,641,904
Value of fidelity bond covering the plan2015-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2015-12-31$840
Other income received2015-12-31$315,346
Net income (gross income less expenses)2015-12-31$426,314
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,068,218
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,641,904
Assets. Value of employer securities2015-12-31$2,795,818
Total contributions received or receivable from employer(s)2015-12-31$228,676
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : HELIX ENVIRONMENTAL PLANNING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$495,116
Total income from all sources2014-12-31$392,074
Expenses. Total of all expenses incurred2014-12-31$112,029
Benefits paid (including direct rollovers)2014-12-31$98,174
Total plan assets at end of year2014-12-31$2,641,904
Total plan assets at beginning of year2014-12-31$2,856,975
Value of fidelity bond covering the plan2014-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2014-12-31$13,855
Other income received2014-12-31$107,823
Net income (gross income less expenses)2014-12-31$280,045
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,641,904
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,361,859
Assets. Value of employer securities2014-12-31$2,594,118
Total contributions received or receivable from employer(s)2014-12-31$284,251
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : HELIX ENVIRONMENTAL PLANNING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$495,116
Total plan liabilities at beginning of year2013-12-31$888,975
Total income from all sources2013-12-31$987,237
Expenses. Total of all expenses incurred2013-12-31$91,319
Benefits paid (including direct rollovers)2013-12-31$51,546
Total plan assets at end of year2013-12-31$2,856,975
Total plan assets at beginning of year2013-12-31$2,354,916
Value of fidelity bond covering the plan2013-12-31$300,000
Expenses. Other expenses not covered elsewhere2013-12-31$34,246
Other income received2013-12-31$227,424
Net income (gross income less expenses)2013-12-31$895,918
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,361,859
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,465,941
Assets. Value of employer securities2013-12-31$2,487,912
Total contributions received or receivable from employer(s)2013-12-31$759,813
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$5,527
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : HELIX ENVIRONMENTAL PLANNING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$888,975
Total plan liabilities at beginning of year2012-12-31$1,769,065
Total income from all sources2012-12-31$1,678,671
Expenses. Total of all expenses incurred2012-12-31$148,974
Benefits paid (including direct rollovers)2012-12-31$55,729
Total plan assets at end of year2012-12-31$2,354,916
Total plan assets at beginning of year2012-12-31$1,705,309
Value of fidelity bond covering the plan2012-12-31$300,000
Expenses. Other expenses not covered elsewhere2012-12-31$88,921
Other income received2012-12-31$728,337
Net income (gross income less expenses)2012-12-31$1,529,697
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,465,941
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$-63,756
Assets. Value of employer securities2012-12-31$2,352,006
Total contributions received or receivable from employer(s)2012-12-31$950,334
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$4,324
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : HELIX ENVIRONMENTAL PLANNING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$1,769,065
Total plan liabilities at beginning of year2011-12-31$2,050,208
Total income from all sources2011-12-31$236,678
Expenses. Total of all expenses incurred2011-12-31$122,453
Benefits paid (including direct rollovers)2011-12-31$18,597
Total plan assets at end of year2011-12-31$1,705,309
Total plan assets at beginning of year2011-12-31$1,872,227
Value of fidelity bond covering the plan2011-12-31$300,000
Expenses. Other expenses not covered elsewhere2011-12-31$100,191
Other income received2011-12-31$-144,322
Net income (gross income less expenses)2011-12-31$114,225
Net plan assets at end of year (total assets less liabilities)2011-12-31$-63,756
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$-177,981
Assets. Value of employer securities2011-12-31$1,704,865
Total contributions received or receivable from employer(s)2011-12-31$381,000
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$3,665
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : HELIX ENVIRONMENTAL PLANNING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$2,050,208
Total plan liabilities at beginning of year2010-12-31$2,388,541
Total income from all sources2010-12-31$674,100
Expenses. Total of all expenses incurred2010-12-31$187,222
Benefits paid (including direct rollovers)2010-12-31$63,765
Total plan assets at end of year2010-12-31$1,872,227
Total plan assets at beginning of year2010-12-31$1,723,682
Value of fidelity bond covering the plan2010-12-31$300,000
Expenses. Other expenses not covered elsewhere2010-12-31$118,407
Other income received2010-12-31$126,964
Net income (gross income less expenses)2010-12-31$486,878
Net plan assets at end of year (total assets less liabilities)2010-12-31$-177,981
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$-664,859
Assets. Value of employer securities2010-12-31$1,849,187
Total contributions received or receivable from employer(s)2010-12-31$547,136
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$5,050
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : HELIX ENVIRONMENTAL PLANNING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HELIX ENVIRONMENTAL PLANNING, INC. EMPLOYEE STOCK OWNERSHIP PLAN

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

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