Helio Group

Marilyn Azar Individual Agent	17000 ADDISON ST, ENCINO, CA 91316
Brett Bernstein CEO	20930 N TATUM BLVD STE 110-115, PHOENIX, AZ 85050

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17000 ADDISON ST, ENCINO, CA 91316 View Map
20930 N TATUM BLVD STE 110-115, PHOENIX, AZ 85050 (Mailing) View Map

Form 5500

640 South San Vicente Blvd Suite 350, Los Angeles, Ca 90048 (310) 272-5337 EIN:46-5414065 Plan Admin:Edward Rojas

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameHELIO GROUP 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY41 / 48 Assets BOY/EOY$655,352 / $966,659	2023	HELIO GROUP 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	41 / 48	$655,352 / $966,659
2022	Plan NameHELIO GROUP 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY29 / 41 Assets BOY/EOY$493,435 / $655,352	2022	HELIO GROUP 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	29 / 41	$493,435 / $655,352
2021	Plan NameHELIO GROUP 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY26 / 29 Assets BOY/EOY$261,028 / $493,435	2021	HELIO GROUP 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	26 / 29	$261,028 / $493,435
2020	Plan NameHELIO GROUP 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY25 / 26 Assets BOY/EOY$127,846 / $261,028	2020	HELIO GROUP 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	25 / 26	$127,846 / $261,028

Benefit & Retirement Plans based on Form 5500.

Related Business Names:

Helio Health Group LLC Registered in New Jersey		View Report
Helio Security Group LLC Registered in New Jersey		View Report
Helio Group Registered in California	Los Angeles, CA	View Report
Helio Solutions Group, LLC Registered in California	Los Angeles, CA	View Report
Helio Investment Group, Inc. Registered in Florida	Tampa, FL	View Report
Helio Empire Group, Inc. Registered in California	Rosemead, CA	View Report

Address Match:17000 Addison St Encino, CA

Helio LLC Registered in California	Encino, CA Phoenix, AZ (1 more)		View Report

Address Match:20930 N Tatum Blvd Phoenix, AZ

Epex, LLC. Registered in Arizona	Mesa, AZ Phoenix, AZ	View Report
Fireside Property Group, LLC. Registered in Arizona	Phoenix, AZ	View Report
Goodfellas, LLC Registered in Arizona	Phoenix, AZ	View Report
Mywrite, LLC Registered in Arizona	Phoenix, AZ	View Report
A List Properties, LLC Registered in Oregon	Gresham, OR Phoenix, AZ	View Report
Jaf Auto Supply, Incorporated Registered in Oregon	Gresham, OR Phoenix, AZ	View Report
Jaf Properties, LLC Registered in Oregon	Phoenix, AZ Portland, OR	View Report

Person/City Match:Brett Bernstein - Phoenix, AZ

Hermosa Partners, L.L.C. Registered in Arizona	Phoenix, AZ	View Report
Moriah Cooperative Inc. Registered in Arizona	Phoenix, AZ Scottsdale, AZ	View Report
New Way Academy Registered in Arizona	Phoenix, AZ	View Report
Sherpa Squared Registered in California	Phoenix, AZ Rancho Palos Verdes, CA	View Report

The following government agencies have contributed data:

California Secretary of State U.S. Department of Labor

Company Summary