How big is Helms Foundation's plan?

Helms Foundation's plan reported $607 in assets and 2 participants for 2024.

Original filing (PDF)20251126140755NAL0002530003001

Helms Foundation

Name: Helms Foundation — Helms Foundation SOCA Benefit, Form 5500 (2024)
Creator: Helms Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Helms Foundation SOCA Benefit Plan

Health & welfare plan · Helms Foundation's Helms Foundation SOCA Benefit Plan held $607 in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$607

Net assets (EOY)

$208

People on this filing

Matt Appenzeller signed Helms Foundation's 2024 Form 5500 as plan administrator.

Matt Appenzeller — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Helms Foundation's EIN is 84-3735426.

EIN 84-3735426

Plan number 501

Plan year 2024

ACK ID 20251126140755NAL0002530003001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Helms Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Helms Foundation's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HELMS FOUNDATION.

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Plan health score (directional)

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score