Brian C. Helgemo, P.A.
Plan context: Brian Helgemo 401(K) Profit Sharing Plan and Trust
EIN 05-0607753 • Punta Gorda, FL • 18 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
9
2024 Assets
$1,376,512
2024 Contributions
$97,477
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 9 | $1,376,512 | $97,477 | $10,831iApproximate average salary by contribution assumption: employee only about $270,769 at 4% or $180,513 at 6%; with 50% employer match about $180,513 at 4% or $120,342 at 6%; with 100% employer match about $135,385 at 4% or $90,256 at 6%. |
| Brian Helgemo 401(K) Profit Sharing Plan and Trust | - | 9 | $1,376,512 | $97,477 | $10,831iApproximate average salary by contribution assumption: employee only about $270,769 at 4% or $180,513 at 6%; with 50% employer match about $180,513 at 4% or $120,342 at 6%; with 100% employer match about $135,385 at 4% or $90,256 at 6%. |
| 2023 | 1 | 7 | $1,185,981 | $64,951 | $9,279iApproximate average salary by contribution assumption: employee only about $231,968 at 4% or $154,645 at 6%; with 50% employer match about $154,645 at 4% or $103,097 at 6%; with 100% employer match about $115,984 at 4% or $77,323 at 6%. |
| Brian Helgemo 401(K) Profit Sharing Plan and Trust | - | 7 | $1,185,981 | $64,951 | $9,279iApproximate average salary by contribution assumption: employee only about $231,968 at 4% or $154,645 at 6%; with 50% employer match about $154,645 at 4% or $103,097 at 6%; with 100% employer match about $115,984 at 4% or $77,323 at 6%. |
| 2022 | 1 | 5 | $1,026,469 | $96,355 | $19,271iApproximate average salary by contribution assumption: employee only about $481,775 at 4% or $321,183 at 6%; with 50% employer match about $321,183 at 4% or $214,122 at 6%; with 100% employer match about $240,888 at 4% or $160,592 at 6%. |
| Brian Helgemo 401(K) Profit Sharing Plan and Trust | - | 5 | $1,026,469 | $96,355 | $19,271iApproximate average salary by contribution assumption: employee only about $481,775 at 4% or $321,183 at 6%; with 50% employer match about $321,183 at 4% or $214,122 at 6%; with 100% employer match about $240,888 at 4% or $160,592 at 6%. |
| 2021 | 1 | 3 | $969,349 | $122,227 | $40,742iApproximate average salary by contribution assumption: employee only about $1,018,558 at 4% or $679,039 at 6%; with 50% employer match about $679,039 at 4% or $452,693 at 6%; with 100% employer match about $509,279 at 4% or $339,519 at 6%. |
| Brian Helgemo 401(K) Profit Sharing Plan and Trust | - | 3 | $969,349 | $122,227 | $40,742iApproximate average salary by contribution assumption: employee only about $1,018,558 at 4% or $679,039 at 6%; with 50% employer match about $679,039 at 4% or $452,693 at 6%; with 100% employer match about $509,279 at 4% or $339,519 at 6%. |
| 2020 | 1 | 4 | $808,905 | $113,660 | $28,415iApproximate average salary by contribution assumption: employee only about $710,375 at 4% or $473,583 at 6%; with 50% employer match about $473,583 at 4% or $315,722 at 6%; with 100% employer match about $355,188 at 4% or $236,792 at 6%. |
| Brian Helgemo 401(K) Profit Sharing Plan and Trust | - | 4 | $808,905 | $113,660 | $28,415iApproximate average salary by contribution assumption: employee only about $710,375 at 4% or $473,583 at 6%; with 50% employer match about $473,583 at 4% or $315,722 at 6%; with 100% employer match about $355,188 at 4% or $236,792 at 6%. |
| 2019 | 1 | 7 | $748,867 | $115,112 | $16,445iApproximate average salary by contribution assumption: employee only about $411,114 at 4% or $274,076 at 6%; with 50% employer match about $274,076 at 4% or $182,717 at 6%; with 100% employer match about $205,557 at 4% or $137,038 at 6%. |
| Brian Helgemo 401(K) Profit Sharing Plan and Trust | - | 7 | $748,867 | $115,112 | $16,445iApproximate average salary by contribution assumption: employee only about $411,114 at 4% or $274,076 at 6%; with 50% employer match about $274,076 at 4% or $182,717 at 6%; with 100% employer match about $205,557 at 4% or $137,038 at 6%. |
| 2018 | 1 | 5 | $564,349 | $65,930 | $13,186iApproximate average salary by contribution assumption: employee only about $329,650 at 4% or $219,767 at 6%; with 50% employer match about $219,767 at 4% or $146,511 at 6%; with 100% employer match about $164,825 at 4% or $109,883 at 6%. |
| Brian Helgemo 401(K) Profit Sharing Plan and Trust | - | 5 | $564,349 | $65,930 | $13,186iApproximate average salary by contribution assumption: employee only about $329,650 at 4% or $219,767 at 6%; with 50% employer match about $219,767 at 4% or $146,511 at 6%; with 100% employer match about $164,825 at 4% or $109,883 at 6%. |
| 2017 | 1 | 3 | $577,259 | $65,269 | $21,756iApproximate average salary by contribution assumption: employee only about $543,908 at 4% or $362,606 at 6%; with 50% employer match about $362,606 at 4% or $241,737 at 6%; with 100% employer match about $271,954 at 4% or $181,303 at 6%. |
| Brian Helgemo 401(K) Profit Sharing Plan and Trust | - | 3 | $577,259 | $65,269 | $21,756iApproximate average salary by contribution assumption: employee only about $543,908 at 4% or $362,606 at 6%; with 50% employer match about $362,606 at 4% or $241,737 at 6%; with 100% employer match about $271,954 at 4% or $181,303 at 6%. |
| 2016 | 1 | 5 | $464,487 | $80,096 | $16,019iApproximate average salary by contribution assumption: employee only about $400,480 at 4% or $266,987 at 6%; with 50% employer match about $266,987 at 4% or $177,991 at 6%; with 100% employer match about $200,240 at 4% or $133,493 at 6%. |
| Brian Helgemo 401(K) Profit Sharing Plan and Trust | - | 5 | $464,487 | $80,096 | $16,019iApproximate average salary by contribution assumption: employee only about $400,480 at 4% or $266,987 at 6%; with 50% employer match about $266,987 at 4% or $177,991 at 6%; with 100% employer match about $200,240 at 4% or $133,493 at 6%. |
| 2015 | 1 | 4 | $355,757 | $93,060 | $23,265iApproximate average salary by contribution assumption: employee only about $581,625 at 4% or $387,750 at 6%; with 50% employer match about $387,750 at 4% or $258,500 at 6%; with 100% employer match about $290,813 at 4% or $193,875 at 6%. |
| Brian Helgemo 401(K) Profit Sharing Plan and Trust | - | 4 | $355,757 | $93,060 | $23,265iApproximate average salary by contribution assumption: employee only about $581,625 at 4% or $387,750 at 6%; with 50% employer match about $387,750 at 4% or $258,500 at 6%; with 100% employer match about $290,813 at 4% or $193,875 at 6%. |
| 2014 | 1 | 3 | $242,549 | $52,916 | $17,639iApproximate average salary by contribution assumption: employee only about $440,967 at 4% or $293,978 at 6%; with 50% employer match about $293,978 at 4% or $195,985 at 6%; with 100% employer match about $220,483 at 4% or $146,989 at 6%. |
| Brian Helgemo 401(K) Profit Sharing Plan and Trust | - | 3 | $242,549 | $52,916 | $17,639iApproximate average salary by contribution assumption: employee only about $440,967 at 4% or $293,978 at 6%; with 50% employer match about $293,978 at 4% or $195,985 at 6%; with 100% employer match about $220,483 at 4% or $146,989 at 6%. |
| 2013 | 1 | 3 | $235,876 | $51,030 | $17,010iApproximate average salary by contribution assumption: employee only about $425,250 at 4% or $283,500 at 6%; with 50% employer match about $283,500 at 4% or $189,000 at 6%; with 100% employer match about $212,625 at 4% or $141,750 at 6%. |
| Brian Helgemo 401(K) Profit Sharing Plan and Trust | - | 3 | $235,876 | $51,030 | $17,010iApproximate average salary by contribution assumption: employee only about $425,250 at 4% or $283,500 at 6%; with 50% employer match about $283,500 at 4% or $189,000 at 6%; with 100% employer match about $212,625 at 4% or $141,750 at 6%. |
| 2012 | 1 | 3 | $199,557 | $43,933 | $14,644iApproximate average salary by contribution assumption: employee only about $366,108 at 4% or $244,072 at 6%; with 50% employer match about $244,072 at 4% or $162,715 at 6%; with 100% employer match about $183,054 at 4% or $122,036 at 6%. |
| Brian Helgemo 401(K) Profit Sharing Plan and Trust | - | 3 | $199,557 | $43,933 | $14,644iApproximate average salary by contribution assumption: employee only about $366,108 at 4% or $244,072 at 6%; with 50% employer match about $244,072 at 4% or $162,715 at 6%; with 100% employer match about $183,054 at 4% or $122,036 at 6%. |
| 2011 | 1 | 3 | $196,774 | $47,314 | $15,771iApproximate average salary by contribution assumption: employee only about $394,283 at 4% or $262,856 at 6%; with 50% employer match about $262,856 at 4% or $175,237 at 6%; with 100% employer match about $197,142 at 4% or $131,428 at 6%. |
| Brian Helgemo 401(K) Profit Sharing Plan and Trust | - | 3 | $196,774 | $47,314 | $15,771iApproximate average salary by contribution assumption: employee only about $394,283 at 4% or $262,856 at 6%; with 50% employer match about $262,856 at 4% or $175,237 at 6%; with 100% employer match about $197,142 at 4% or $131,428 at 6%. |
| 2010 | 1 | 3 | $188,159 | $29,356 | $9,785iApproximate average salary by contribution assumption: employee only about $244,633 at 4% or $163,089 at 6%; with 50% employer match about $163,089 at 4% or $108,726 at 6%; with 100% employer match about $122,317 at 4% or $81,544 at 6%. |
| Brian Helgemo 401(K) Profit Sharing Plan and Trust | - | 3 | $188,159 | $29,356 | $9,785iApproximate average salary by contribution assumption: employee only about $244,633 at 4% or $163,089 at 6%; with 50% employer match about $163,089 at 4% or $108,726 at 6%; with 100% employer match about $122,317 at 4% or $81,544 at 6%. |
| 2009 | 2 | 3 | $493,444 | $79,600 | $26,533iApproximate average salary by contribution assumption: employee only about $663,333 at 4% or $442,222 at 6%; with 50% employer match about $442,222 at 4% or $294,815 at 6%; with 100% employer match about $331,667 at 4% or $221,111 at 6%. |
| Brian Helgemo 401(K) Profit Sharing Plan and Trust | - | 2 | $246,722 | $39,800 | $19,900iApproximate average salary by contribution assumption: employee only about $497,500 at 4% or $331,667 at 6%; with 50% employer match about $331,667 at 4% or $221,111 at 6%; with 100% employer match about $248,750 at 4% or $165,833 at 6%. |
| Brian Helgemo 401(K) Profit Sharing Plan and Trust | - | 3 | $246,722 | $39,800 | $13,267iApproximate average salary by contribution assumption: employee only about $331,667 at 4% or $221,111 at 6%; with 50% employer match about $221,111 at 4% or $147,407 at 6%; with 100% employer match about $165,833 at 4% or $110,556 at 6%. |
| 2008 | 1 | 3 | $0 | $0 | - |
| Brian Helgemo 401(K) Profit Sharing Plan and Trust | - | 3 | - | - | - |