Original filing (PDF)20240201061318NAL0044823058001

HELM PRECISION, LTD.

Name: HELM PRECISION, LTD. — HELM PRECISION, LTD. EMPLOYEES 401(K) PLAN, Form 5500 (2023)
Creator: HELM PRECISION, LTD.

Form 5500-SF

FILING_RECEIVED

HELM PRECISION, LTD. EMPLOYEES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 HELM PRECISION, LTD..

Plan sponsor

Name

HELM PRECISION, LTD.

EIN

86-0353389

Address

2426 EAST WASHINGTON STREET · PHOENIX, AZ · 850341431

Phone

(602) 275-2122

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-02-01

Pension benefit codes

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)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Manufacturing plans

LEGACY AEROSPACE & DEFENSE LLC

LEGACY AEROSPACE & DEFENSE LLC - 401(K)

$1.2M · 2 participants

AIMLOCK, INC. 401(K) PLAN

$1.2M · 21 participants

OREGON AERO, INC.

OREGON AERO, INC. 401(K) PLAN

$1.2M · 52 participants

VIVACE INTERNATIONAL CORPORATION

VIVACE INTERNATIONAL CORPORATION DBA/ VIVACE CORPORATION

$1.2M · 67 participants

GRAMERCY AEROSPACE

GRAMERCY AEROSPACE 401(K) PLAN

$1.2M · 22 participants