HELM OPS INC has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022 : HELM OPS INC 401K PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 |
Total income from all sources (including contributions) | 2022-12-31 | $-218,543 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $2,064,558 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,052,388 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $203,408 |
Value of total assets at end of year | 2022-12-31 | $681,401 |
Value of total assets at beginning of year | 2022-12-31 | $2,964,502 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $12,170 |
Total interest from all sources | 2022-12-31 | $3,570 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $122,803 |
Participant contributions at end of year | 2022-12-31 | $926 |
Participant contributions at beginning of year | 2022-12-31 | $128,524 |
Other income not declared elsewhere | 2022-12-31 | $8,506 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-2,283,101 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $681,401 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,964,502 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $12,170 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $286,726 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $2,474,466 |
Interest on participant loans | 2022-12-31 | $3,570 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $393,749 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $361,512 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-434,027 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $80,605 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,052,388 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | GOLLOB MORGAN PEDDY PC |
Accountancy firm EIN | 2022-12-31 | 752147296 |
2021 : HELM OPS INC 401K PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 | $645,501 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $135,100 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $127,912 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $324,544 |
Value of total assets at end of year | 2021-12-31 | $2,964,502 |
Value of total assets at beginning of year | 2021-12-31 | $2,454,101 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $7,188 |
Total interest from all sources | 2021-12-31 | $6,974 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $194,058 |
Participant contributions at end of year | 2021-12-31 | $128,524 |
Participant contributions at beginning of year | 2021-12-31 | $156,364 |
Other income not declared elsewhere | 2021-12-31 | $8,414 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $510,401 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $2,964,502 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,454,101 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $2,474,466 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $1,957,795 |
Interest on participant loans | 2021-12-31 | $6,974 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $361,512 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $339,942 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $305,569 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $130,486 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $127,912 |
Contract administrator fees | 2021-12-31 | $7,188 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | GOLLOB MORGAN PEDDY PC |
Accountancy firm EIN | 2021-12-31 | 752147296 |
2020 : HELM OPS INC 401K PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 | $544,173 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $85,159 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $77,842 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $288,787 |
Value of total assets at end of year | 2020-12-31 | $2,454,101 |
Value of total assets at beginning of year | 2020-12-31 | $1,995,087 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $7,317 |
Total interest from all sources | 2020-12-31 | $7,893 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $168,710 |
Participant contributions at end of year | 2020-12-31 | $156,364 |
Participant contributions at beginning of year | 2020-12-31 | $137,007 |
Other income not declared elsewhere | 2020-12-31 | $8,226 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $459,014 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $2,454,101 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,995,087 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $1,957,795 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $1,553,825 |
Interest on participant loans | 2020-12-31 | $7,893 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $339,942 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $304,255 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $239,267 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $120,077 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $77,842 |
Contract administrator fees | 2020-12-31 | $7,317 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | GOLLOB MORGAN PEDDY PC |
Accountancy firm EIN | 2020-12-31 | 752147296 |
2019 : HELM OPS INC 401K PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 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 income from all sources (including contributions) | 2019-12-31 | $529,618 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $82,283 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $73,436 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $267,601 |
Value of total assets at end of year | 2019-12-31 | $1,995,087 |
Value of total assets at beginning of year | 2019-12-31 | $1,547,752 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $8,847 |
Total interest from all sources | 2019-12-31 | $7,794 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $157,116 |
Participant contributions at end of year | 2019-12-31 | $137,007 |
Participant contributions at beginning of year | 2019-12-31 | $152,372 |
Other income not declared elsewhere | 2019-12-31 | $7,662 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $447,335 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1,995,087 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,547,752 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $1,553,825 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $1,121,322 |
Interest on participant loans | 2019-12-31 | $7,794 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $304,255 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $274,058 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $246,561 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $110,485 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $73,436 |
Contract administrator fees | 2019-12-31 | $8,847 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | GOLLOB MORGAN PEDDY PC |
Accountancy firm EIN | 2019-12-31 | 752147296 |
2018 : HELM OPS INC 401K PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $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 | $150,355 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $82,651 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $72,759 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $219,458 |
Value of total assets at end of year | 2018-12-31 | $1,547,752 |
Value of total assets at beginning of year | 2018-12-31 | $1,480,048 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $9,892 |
Total interest from all sources | 2018-12-31 | $13,658 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $127,575 |
Participant contributions at end of year | 2018-12-31 | $152,372 |
Participant contributions at beginning of year | 2018-12-31 | $135,724 |
Administrative expenses (other) incurred | 2018-12-31 | $2,000 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $67,704 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $1,547,752 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,480,048 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $1,121,322 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $1,097,016 |
Interest on participant loans | 2018-12-31 | $7,229 |
Interest earned on other investments | 2018-12-31 | $6,429 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $274,058 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $247,308 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-82,761 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $91,883 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $72,759 |
Contract administrator fees | 2018-12-31 | $7,892 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | DANIEL CARPENTER |
Accountancy firm EIN | 2018-12-31 | 453564278 |