Civic Intelligence

Charles B. Helm, M.D. & Thomas J. H

Plan context: HELM & HELM, P.C. CASH BALANCE PENSION PLAN

EIN 06-1143357 • Wallingford, CT • 19 filings • 4 plans

185 Center StreetWallingford, CT 06492-4100
Current Snapshot

Latest Year

2012

2012 Participants

22

2012 Assets

$1,145,542

2012 Contributions

$249,136

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$5,910,114$2,955,057$0199920052011YearValue
$1,145,542Latest year 2011

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

23120199920052011YearValue
22Latest year 2011

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201210$0$249,136-
HELM & HELM, P.C. CASH BALANCE PENSION PLAN-0$0$249,136-
2011122$1,145,542$0-
HELM & HELM, P.C. CASH BALANCE PENSION PLAN-22$1,145,542$0-
2010223$1,235,427$236,758$10,294iApproximate average salary by contribution assumption: employee only about $257,346 at 4% or $171,564 at 6%; with 50% employer match about $171,564 at 4% or $114,376 at 6%; with 100% employer match about $128,673 at 4% or $85,782 at 6%.
HELM & HELM, P.C. CASH BALANCE PENSION PLAN-23$1,235,427$236,758$10,294iApproximate average salary by contribution assumption: employee only about $257,346 at 4% or $171,564 at 6%; with 50% employer match about $171,564 at 4% or $114,376 at 6%; with 100% employer match about $128,673 at 4% or $85,782 at 6%.
Charles B. Helm, M.D. & Thomas J. Helm, M.D. Profit Sharing Plan-0$0$0-
2009223$5,910,114$545,520$23,718iApproximate average salary by contribution assumption: employee only about $592,957 at 4% or $395,304 at 6%; with 50% employer match about $395,304 at 4% or $263,536 at 6%; with 100% employer match about $296,478 at 4% or $197,652 at 6%.
Charles B. Helm, M.D. & Thomas J. Helm, M.D. Profit Sharing Plan-23$4,985,556$309,727$13,466iApproximate average salary by contribution assumption: employee only about $336,660 at 4% or $224,440 at 6%; with 50% employer match about $224,440 at 4% or $149,627 at 6%; with 100% employer match about $168,330 at 4% or $112,220 at 6%.
HELM & HELM, P.C. CASH BALANCE PENSION PLAN-21$924,558$235,793$11,228iApproximate average salary by contribution assumption: employee only about $280,706 at 4% or $187,137 at 6%; with 50% employer match about $187,137 at 4% or $124,758 at 6%; with 100% employer match about $140,353 at 4% or $93,569 at 6%.
2008219$4,289,186$539,017$28,369iApproximate average salary by contribution assumption: employee only about $709,233 at 4% or $472,822 at 6%; with 50% employer match about $472,822 at 4% or $315,215 at 6%; with 100% employer match about $354,616 at 4% or $236,411 at 6%.
Charles B. Helm, M.D. & Thomas J. Helm, M.D. Profit Sharing Plan-19$3,696,471$302,780$15,936iApproximate average salary by contribution assumption: employee only about $398,395 at 4% or $265,596 at 6%; with 50% employer match about $265,596 at 4% or $177,064 at 6%; with 100% employer match about $199,197 at 4% or $132,798 at 6%.
HELM & HELM, P.C. CASH BALANCE PENSION PLAN-18$592,715$236,237$13,124iApproximate average salary by contribution assumption: employee only about $328,107 at 4% or $218,738 at 6%; with 50% employer match about $218,738 at 4% or $145,825 at 6%; with 100% employer match about $164,053 at 4% or $109,369 at 6%.
2007219$0$0-
Charles B. Helm, M.D. & Thomas J. Helm, M.D. Profit Sharing Plan-19---
HELM & HELM, P.C. CASH BALANCE PENSION PLAN-18---
2006220$4,553,959$506,414$25,321iApproximate average salary by contribution assumption: employee only about $633,018 at 4% or $422,012 at 6%; with 50% employer match about $422,012 at 4% or $281,341 at 6%; with 100% employer match about $316,509 at 4% or $211,006 at 6%.
Charles B. Helm, M.D. & Thomas J. Helm, M.D. Profit Sharing Plan-20$4,309,259$275,733$13,787iApproximate average salary by contribution assumption: employee only about $344,666 at 4% or $229,778 at 6%; with 50% employer match about $229,778 at 4% or $153,185 at 6%; with 100% employer match about $172,333 at 4% or $114,889 at 6%.
HELM & HELM, P.C. CASH BALANCE PENSION PLAN-19$244,700$230,681$12,141iApproximate average salary by contribution assumption: employee only about $303,528 at 4% or $202,352 at 6%; with 50% employer match about $202,352 at 4% or $134,901 at 6%; with 100% employer match about $151,764 at 4% or $101,176 at 6%.
2005121$3,675,293$147,077$7,004iApproximate average salary by contribution assumption: employee only about $175,092 at 4% or $116,728 at 6%; with 50% employer match about $116,728 at 4% or $77,819 at 6%; with 100% employer match about $87,546 at 4% or $58,364 at 6%.
Charles B. Helm, M.D. & Thomas J. Helm, M.D. Profit Sharing Plan-21$3,675,293$147,077$7,004iApproximate average salary by contribution assumption: employee only about $175,092 at 4% or $116,728 at 6%; with 50% employer match about $116,728 at 4% or $77,819 at 6%; with 100% employer match about $87,546 at 4% or $58,364 at 6%.
2004121$3,409,082$153,961$7,331iApproximate average salary by contribution assumption: employee only about $183,287 at 4% or $122,191 at 6%; with 50% employer match about $122,191 at 4% or $81,461 at 6%; with 100% employer match about $91,643 at 4% or $61,096 at 6%.
Charles B. Helm, M.D. & Thomas J. Helm, M.D. Profit Sharing Plan-21$3,409,082$153,961$7,331iApproximate average salary by contribution assumption: employee only about $183,287 at 4% or $122,191 at 6%; with 50% employer match about $122,191 at 4% or $81,461 at 6%; with 100% employer match about $91,643 at 4% or $61,096 at 6%.
2003123$2,864,628$143,482$6,238iApproximate average salary by contribution assumption: employee only about $155,959 at 4% or $103,972 at 6%; with 50% employer match about $103,972 at 4% or $69,315 at 6%; with 100% employer match about $77,979 at 4% or $51,986 at 6%.
Charles B. Helm, M.D. & Thomas J. Helm, M.D. Profit Sharing Plan-23$2,864,628$143,482$6,238iApproximate average salary by contribution assumption: employee only about $155,959 at 4% or $103,972 at 6%; with 50% employer match about $103,972 at 4% or $69,315 at 6%; with 100% employer match about $77,979 at 4% or $51,986 at 6%.
2002117$0$0-
Charles B. Helm, M.D. & Thomas J. Helm, M.D. Profit Sharing Plan-17---
2001116$1,809,469$177,348$11,084iApproximate average salary by contribution assumption: employee only about $277,106 at 4% or $184,738 at 6%; with 50% employer match about $184,738 at 4% or $123,158 at 6%; with 100% employer match about $138,553 at 4% or $92,369 at 6%.
Charles B. Helm, M.D. & Thomas J. Helm, M.D. Profit Sharing Plan-16$1,809,469$177,348$11,084iApproximate average salary by contribution assumption: employee only about $277,106 at 4% or $184,738 at 6%; with 50% employer match about $184,738 at 4% or $123,158 at 6%; with 100% employer match about $138,553 at 4% or $92,369 at 6%.
2000115$1,769,107$140,580$9,372iApproximate average salary by contribution assumption: employee only about $234,300 at 4% or $156,200 at 6%; with 50% employer match about $156,200 at 4% or $104,133 at 6%; with 100% employer match about $117,150 at 4% or $78,100 at 6%.
Charles B. Helm, M.D. & Thomas J. Helm, M.D. Profit Sharing Plan-15$1,769,107$140,580$9,372iApproximate average salary by contribution assumption: employee only about $234,300 at 4% or $156,200 at 6%; with 50% employer match about $156,200 at 4% or $104,133 at 6%; with 100% employer match about $117,150 at 4% or $78,100 at 6%.
1999113$1,911,982$87,752$6,750iApproximate average salary by contribution assumption: employee only about $168,754 at 4% or $112,503 at 6%; with 50% employer match about $112,503 at 4% or $75,002 at 6%; with 100% employer match about $84,377 at 4% or $56,251 at 6%.
Charles B. Helm, M.D. & Thomas J. Helm, M.D. Profit Sharing Plan-13$1,911,982$87,752$6,750iApproximate average salary by contribution assumption: employee only about $168,754 at 4% or $112,503 at 6%; with 50% employer match about $112,503 at 4% or $75,002 at 6%; with 100% employer match about $84,377 at 4% or $56,251 at 6%.