Estate Of William G. Helis DB Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Estate Of William G. Helis
  • Sponsor EIN: 720514456
  • Sponsor Address: 201 ST CHARLES AVE SUITE 2600, NEW ORLEANS, LA, 70170
  • Plan Type: DB
  • Total Participants: 0
  • Total Assets: $0

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20240$0-$2,483,646$0
20234$17.2M$50,000$0
202236$31.8M$0$0

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