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| Plan Name | HELIX ELECTRIC, INC. DAVIS-BACON MONEY PURCHASE PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | HELIX ELECTRIC, INC. |
| Employer identification number (EIN): | 330124909 |
| NAIC Classification: | 238210 |
| NAIC Description: | Electrical Contractors and Other Wiring Installation Contractors |
Additional information about HELIX ELECTRIC, INC.
| Jurisdiction of Incorporation: | Texas Secretary of State |
| Incorporation Date: | 1995-11-22 |
| Company Identification Number: | 0010735306 |
| Legal Registered Office Address: |
PO BOX 85298 SAN DIEGO United States of America (USA) 92186 |
More information about HELIX ELECTRIC, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2010-01-01 | SANDRA JEFFREYS | |||
| 002 | 2009-01-01 | SANDRA L. JEFFREYS | SANDRA L. JEFFREYS | 2010-08-05 | |
| 002 | 2009-01-01 | SANDRA JEFFREYS | SANDRA JEFFREYS | 2010-08-25 | |
| 002 | 2009-01-01 | SANDRA JEFFREYS | SANDRA JEFFREYS | 2010-08-26 | |
| 002 | 2009-01-01 | SANDRA L JEFFREYS | SANDRA L JEFFREYS | 2010-09-09 | |
| 002 | 2009-01-01 | SANDRA JEFFREYS | SANDRA JEFFREYS | 2010-08-27 | |
| 002 | 2009-01-01 | SANDRA JEFFREYS | SANDRA JEFFREYS | 2011-03-23 |
| Measure | Date | Value |
|---|---|---|
| 2010: HELIX ELECTRIC, INC. DAVIS-BACON MONEY PURCHASE PLAN 2010 401k membership | ||
| Total participants, beginning-of-year | 2010-01-01 | 1,365 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
| Total of all active and inactive participants | 2010-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 0 |
| Number of participants with account balances | 2010-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: HELIX ELECTRIC, INC. DAVIS-BACON MONEY PURCHASE PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 1,271 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 1,006 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 359 |
| Total of all active and inactive participants | 2009-01-01 | 1,365 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 1,365 |
| Number of participants with account balances | 2009-01-01 | 857 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2010 : HELIX ELECTRIC, INC. DAVIS-BACON MONEY PURCHASE PLAN 2010 401k financial data | ||
| Total transfer of assets from this plan | 2010-12-31 | $10,072,381 |
| Total income from all sources (including contributions) | 2010-12-31 | $-87,873 |
| Total of all expenses incurred | 2010-12-31 | $350,318 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $348,373 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $108,439 |
| Value of total assets at end of year | 2010-12-31 | $0 |
| Value of total assets at beginning of year | 2010-12-31 | $10,510,572 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $1,945 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $1,174 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2010-12-31 | $0 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $1,174 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $1,500,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | Yes |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $108,439 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $108,439 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Administrative expenses (other) incurred | 2010-12-31 | $1,945 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $-438,191 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $10,510,572 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $1,988,006 |
| Value of interest in pooled separate accounts at end of year | 2010-12-31 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $5,979,281 |
| Value of interest in common/collective trusts at end of year | 2010-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $2,543,285 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $-54,967 |
| Net investment gain/loss from pooled separate accounts | 2010-12-31 | $-128,745 |
| Net investment gain or loss from common/collective trusts | 2010-12-31 | $-13,774 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $108,439 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $348,373 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | Yes |
| Did the plan have assets held for investment | 2010-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
| Accountancy firm name | 2010-12-31 | LEVITZACKS |
| Accountancy firm EIN | 2010-12-31 | 953159181 |
| 2009 : HELIX ELECTRIC, INC. DAVIS-BACON MONEY PURCHASE PLAN 2009 401k financial data | ||
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $2,634,380 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $2,634,380 |
| 2010: HELIX ELECTRIC, INC. DAVIS-BACON MONEY PURCHASE PLAN 2010 form 5500 responses | ||
|---|---|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | This submission is the final filing | Yes |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: HELIX ELECTRIC, INC. DAVIS-BACON MONEY PURCHASE PLAN 2009 form 5500 responses | ||
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |