Civic Intelligence

Helm Management Inc.

Plan context: Helm Management Inc. Retirement Plan

EIN 13-3963839 • New York, NY • 24 filings • 2 plans

336 E 59th St 2nd FLNew York, NY 10022
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$4,971,743

2024 Contributions

$738,459

Historical Graphs

Total Assets Over Time

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

$4,971,743$2,485,872$0200220142024YearValue
$4,971,743Latest year 2024

Participants Over Time

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

21110200120132024YearValue
17Latest year 2024

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
2024217$4,971,743$738,459$43,439iApproximate average salary by contribution assumption: employee only about $1,085,969 at 4% or $723,979 at 6%; with 50% employer match about $723,979 at 4% or $482,653 at 6%; with 100% employer match about $542,985 at 4% or $361,990 at 6%.
Helm Management Inc. Retirement Plan-17$3,958,752$202,478$11,910iApproximate average salary by contribution assumption: employee only about $297,762 at 4% or $198,508 at 6%; with 50% employer match about $198,508 at 4% or $132,339 at 6%; with 100% employer match about $148,881 at 4% or $99,254 at 6%.
HELM MANAGEMENT DEFINED BENEFIT PLAN-8$1,012,991$535,981$66,998iApproximate average salary by contribution assumption: employee only about $1,674,941 at 4% or $1,116,627 at 6%; with 50% employer match about $1,116,627 at 4% or $744,418 at 6%; with 100% employer match about $837,470 at 4% or $558,314 at 6%.
2023120$4,168,374$405,167$20,258iApproximate average salary by contribution assumption: employee only about $506,459 at 4% or $337,639 at 6%; with 50% employer match about $337,639 at 4% or $225,093 at 6%; with 100% employer match about $253,229 at 4% or $168,820 at 6%.
Helm Management Inc. Retirement Plan-20$4,168,374$405,167$20,258iApproximate average salary by contribution assumption: employee only about $506,459 at 4% or $337,639 at 6%; with 50% employer match about $337,639 at 4% or $225,093 at 6%; with 100% employer match about $253,229 at 4% or $168,820 at 6%.
2022120$3,417,454$365,913$18,296iApproximate average salary by contribution assumption: employee only about $457,391 at 4% or $304,928 at 6%; with 50% employer match about $304,928 at 4% or $203,285 at 6%; with 100% employer match about $228,696 at 4% or $152,464 at 6%.
Helm Management Inc. Retirement Plan-20$3,417,454$365,913$18,296iApproximate average salary by contribution assumption: employee only about $457,391 at 4% or $304,928 at 6%; with 50% employer match about $304,928 at 4% or $203,285 at 6%; with 100% employer match about $228,696 at 4% or $152,464 at 6%.
2021121$3,451,984$156,432$7,449iApproximate average salary by contribution assumption: employee only about $186,229 at 4% or $124,152 at 6%; with 50% employer match about $124,152 at 4% or $82,768 at 6%; with 100% employer match about $93,114 at 4% or $62,076 at 6%.
Helm Management Inc. Retirement Plan-21$3,451,984$156,432$7,449iApproximate average salary by contribution assumption: employee only about $186,229 at 4% or $124,152 at 6%; with 50% employer match about $124,152 at 4% or $82,768 at 6%; with 100% employer match about $93,114 at 4% or $62,076 at 6%.
2020120$3,081,443$336,713$16,836iApproximate average salary by contribution assumption: employee only about $420,891 at 4% or $280,594 at 6%; with 50% employer match about $280,594 at 4% or $187,063 at 6%; with 100% employer match about $210,446 at 4% or $140,297 at 6%.
Helm Management Inc. Retirement Plan-20$3,081,443$336,713$16,836iApproximate average salary by contribution assumption: employee only about $420,891 at 4% or $280,594 at 6%; with 50% employer match about $280,594 at 4% or $187,063 at 6%; with 100% employer match about $210,446 at 4% or $140,297 at 6%.
2019119$2,520,719$318,159$16,745iApproximate average salary by contribution assumption: employee only about $418,630 at 4% or $279,087 at 6%; with 50% employer match about $279,087 at 4% or $186,058 at 6%; with 100% employer match about $209,315 at 4% or $139,543 at 6%.
Helm Management Inc. Retirement Plan-19$2,520,719$318,159$16,745iApproximate average salary by contribution assumption: employee only about $418,630 at 4% or $279,087 at 6%; with 50% employer match about $279,087 at 4% or $186,058 at 6%; with 100% employer match about $209,315 at 4% or $139,543 at 6%.
2018118$2,053,561$294,163$16,342iApproximate average salary by contribution assumption: employee only about $408,560 at 4% or $272,373 at 6%; with 50% employer match about $272,373 at 4% or $181,582 at 6%; with 100% employer match about $204,280 at 4% or $136,187 at 6%.
Helm Management Inc. Retirement Plan-18$2,053,561$294,163$16,342iApproximate average salary by contribution assumption: employee only about $408,560 at 4% or $272,373 at 6%; with 50% employer match about $272,373 at 4% or $181,582 at 6%; with 100% employer match about $204,280 at 4% or $136,187 at 6%.
2017118$1,794,374$345,667$19,204iApproximate average salary by contribution assumption: employee only about $480,093 at 4% or $320,062 at 6%; with 50% employer match about $320,062 at 4% or $213,375 at 6%; with 100% employer match about $240,047 at 4% or $160,031 at 6%.
Helm Management Inc. Retirement Plan-18$1,794,374$345,667$19,204iApproximate average salary by contribution assumption: employee only about $480,093 at 4% or $320,062 at 6%; with 50% employer match about $320,062 at 4% or $213,375 at 6%; with 100% employer match about $240,047 at 4% or $160,031 at 6%.
2016114$1,444,327$168,502$12,036iApproximate average salary by contribution assumption: employee only about $300,896 at 4% or $200,598 at 6%; with 50% employer match about $200,598 at 4% or $133,732 at 6%; with 100% employer match about $150,448 at 4% or $100,299 at 6%.
Helm Management Inc. Retirement Plan-14$1,444,327$168,502$12,036iApproximate average salary by contribution assumption: employee only about $300,896 at 4% or $200,598 at 6%; with 50% employer match about $200,598 at 4% or $133,732 at 6%; with 100% employer match about $150,448 at 4% or $100,299 at 6%.
2015111$1,290,538$118,616$10,783iApproximate average salary by contribution assumption: employee only about $269,582 at 4% or $179,721 at 6%; with 50% employer match about $179,721 at 4% or $119,814 at 6%; with 100% employer match about $134,791 at 4% or $89,861 at 6%.
Helm Management Inc. Retirement Plan-11$1,290,538$118,616$10,783iApproximate average salary by contribution assumption: employee only about $269,582 at 4% or $179,721 at 6%; with 50% employer match about $179,721 at 4% or $119,814 at 6%; with 100% employer match about $134,791 at 4% or $89,861 at 6%.
201419$1,186,137$136,337$15,149iApproximate average salary by contribution assumption: employee only about $378,714 at 4% or $252,476 at 6%; with 50% employer match about $252,476 at 4% or $168,317 at 6%; with 100% employer match about $189,357 at 4% or $126,238 at 6%.
Helm Management Inc. Retirement Plan-9$1,186,137$136,337$15,149iApproximate average salary by contribution assumption: employee only about $378,714 at 4% or $252,476 at 6%; with 50% employer match about $252,476 at 4% or $168,317 at 6%; with 100% employer match about $189,357 at 4% or $126,238 at 6%.
2013114$1,074,232$123,030$8,788iApproximate average salary by contribution assumption: employee only about $219,696 at 4% or $146,464 at 6%; with 50% employer match about $146,464 at 4% or $97,643 at 6%; with 100% employer match about $109,848 at 4% or $73,232 at 6%.
Helm Management Inc. Retirement Plan-14$1,074,232$123,030$8,788iApproximate average salary by contribution assumption: employee only about $219,696 at 4% or $146,464 at 6%; with 50% employer match about $146,464 at 4% or $97,643 at 6%; with 100% employer match about $109,848 at 4% or $73,232 at 6%.
2012114$923,122$86,997$6,214iApproximate average salary by contribution assumption: employee only about $155,352 at 4% or $103,568 at 6%; with 50% employer match about $103,568 at 4% or $69,045 at 6%; with 100% employer match about $77,676 at 4% or $51,784 at 6%.
Helm Management Inc. Retirement Plan-14$923,122$86,997$6,214iApproximate average salary by contribution assumption: employee only about $155,352 at 4% or $103,568 at 6%; with 50% employer match about $103,568 at 4% or $69,045 at 6%; with 100% employer match about $77,676 at 4% or $51,784 at 6%.
2011114$837,177$77,956$5,568iApproximate average salary by contribution assumption: employee only about $139,207 at 4% or $92,805 at 6%; with 50% employer match about $92,805 at 4% or $61,870 at 6%; with 100% employer match about $69,604 at 4% or $46,402 at 6%.
Helm Management Inc. Retirement Plan-14$837,177$77,956$5,568iApproximate average salary by contribution assumption: employee only about $139,207 at 4% or $92,805 at 6%; with 50% employer match about $92,805 at 4% or $61,870 at 6%; with 100% employer match about $69,604 at 4% or $46,402 at 6%.
2009112$661,163$131,334$10,945iApproximate average salary by contribution assumption: employee only about $273,613 at 4% or $182,408 at 6%; with 50% employer match about $182,408 at 4% or $121,606 at 6%; with 100% employer match about $136,806 at 4% or $91,204 at 6%.
Helm Management Inc. Retirement Plan-12$661,163$131,334$10,945iApproximate average salary by contribution assumption: employee only about $273,613 at 4% or $182,408 at 6%; with 50% employer match about $182,408 at 4% or $121,606 at 6%; with 100% employer match about $136,806 at 4% or $91,204 at 6%.
200819$435,906$70,826$7,870iApproximate average salary by contribution assumption: employee only about $196,739 at 4% or $131,159 at 6%; with 50% employer match about $131,159 at 4% or $87,440 at 6%; with 100% employer match about $98,369 at 4% or $65,580 at 6%.
Helm Management Inc. Retirement Plan-9$435,906$70,826$7,870iApproximate average salary by contribution assumption: employee only about $196,739 at 4% or $131,159 at 6%; with 50% employer match about $131,159 at 4% or $87,440 at 6%; with 100% employer match about $98,369 at 4% or $65,580 at 6%.
200719$485,202$71,850$7,983iApproximate average salary by contribution assumption: employee only about $199,583 at 4% or $133,056 at 6%; with 50% employer match about $133,056 at 4% or $88,704 at 6%; with 100% employer match about $99,792 at 4% or $66,528 at 6%.
Helm Management Inc. Retirement Plan-9$485,202$71,850$7,983iApproximate average salary by contribution assumption: employee only about $199,583 at 4% or $133,056 at 6%; with 50% employer match about $133,056 at 4% or $88,704 at 6%; with 100% employer match about $99,792 at 4% or $66,528 at 6%.
2006110$395,906$70,177$7,018iApproximate average salary by contribution assumption: employee only about $175,443 at 4% or $116,962 at 6%; with 50% employer match about $116,962 at 4% or $77,974 at 6%; with 100% employer match about $87,721 at 4% or $58,481 at 6%.
Helm Management Inc. Retirement Plan-10$395,906$70,177$7,018iApproximate average salary by contribution assumption: employee only about $175,443 at 4% or $116,962 at 6%; with 50% employer match about $116,962 at 4% or $77,974 at 6%; with 100% employer match about $87,721 at 4% or $58,481 at 6%.
200519$299,981$60,168$6,685iApproximate average salary by contribution assumption: employee only about $167,133 at 4% or $111,422 at 6%; with 50% employer match about $111,422 at 4% or $74,281 at 6%; with 100% employer match about $83,567 at 4% or $55,711 at 6%.
Helm Management Inc. Retirement Plan-9$299,981$60,168$6,685iApproximate average salary by contribution assumption: employee only about $167,133 at 4% or $111,422 at 6%; with 50% employer match about $111,422 at 4% or $74,281 at 6%; with 100% employer match about $83,567 at 4% or $55,711 at 6%.
200419$228,145$60,945$6,772iApproximate average salary by contribution assumption: employee only about $169,292 at 4% or $112,861 at 6%; with 50% employer match about $112,861 at 4% or $75,241 at 6%; with 100% employer match about $84,646 at 4% or $56,431 at 6%.
Helm Management Inc. Retirement Plan-9$228,145$60,945$6,772iApproximate average salary by contribution assumption: employee only about $169,292 at 4% or $112,861 at 6%; with 50% employer match about $112,861 at 4% or $75,241 at 6%; with 100% employer match about $84,646 at 4% or $56,431 at 6%.
200319$159,152$58,566$6,507iApproximate average salary by contribution assumption: employee only about $162,683 at 4% or $108,456 at 6%; with 50% employer match about $108,456 at 4% or $72,304 at 6%; with 100% employer match about $81,342 at 4% or $54,228 at 6%.
Helm Management Inc. Retirement Plan-9$159,152$58,566$6,507iApproximate average salary by contribution assumption: employee only about $162,683 at 4% or $108,456 at 6%; with 50% employer match about $108,456 at 4% or $72,304 at 6%; with 100% employer match about $81,342 at 4% or $54,228 at 6%.
200217$89,898$49,927$7,132iApproximate average salary by contribution assumption: employee only about $178,311 at 4% or $118,874 at 6%; with 50% employer match about $118,874 at 4% or $79,249 at 6%; with 100% employer match about $89,155 at 4% or $59,437 at 6%.
Helm Management Inc. Retirement Plan-7$89,898$49,927$7,132iApproximate average salary by contribution assumption: employee only about $178,311 at 4% or $118,874 at 6%; with 50% employer match about $118,874 at 4% or $79,249 at 6%; with 100% employer match about $89,155 at 4% or $59,437 at 6%.
200118$0$0-
Helm Management Inc. Retirement Plan-8---