Original filing (PDF)20240807143345NAL0002118579001

HELIXMITH CO., LTD

Name: HELIXMITH CO., LTD — HELIXMITH CO., LTD 401(K) PLAN, Form 5500 (2023)
Creator: HELIXMITH CO., LTD

Form 5500-SF

FILING_RECEIVED

HELIXMITH CO., LTD 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HELIXMITH CO., LTD.

Plan sponsor

Name

HELIXMITH CO., LTD

EIN

82-4241946

Address

4275 EXECUTIVE SQUARE · UNIT 200 · LA JOLLA, CA · 92037

Phone

(858) 922-2045

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-05-31

Filed

2024-08-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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