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HELLENKAMP & ASSOCIATES, A PROFESSIONAL CORPORATION — HELLENKAMP & ASSOCIATES, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20230731154614NAL0017204945002
HELLENKAMP & ASSOCIATES, A PROFESSIONAL CORPORATION
Form 5500-SF
FILING_RECEIVED
HELLENKAMP & ASSOCIATES, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
1
Accounts w/ balance
1
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
HELLENKAMP & ASSOCIATES, A PROFESSIONAL CORPORATION
.
Find decision makers
Plan sponsor
Name
HELLENKAMP & ASSOCIATES, A PROFESSIONAL CORPORATION
EIN
27-5495270
Address
13702 MERCADO DRIVE · DEL MAR, CA · 92014
Phone
—
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-07-31
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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