Civic Intelligence

Leona M. and Harry B. Helmsley Charitable

Plan context: The Leona M and Harry B Helmsley Charitable Trust 401(K) Plan

EIN 13-7184401 • New York, NY • 16 filings • 3 plans

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230 Park Ave Rm 659New York, NY 10169-0698
Current Snapshot

Latest Year

2024

2024 Participants

115

2024 Assets

$45,265,729

2024 Contributions

$5,257,673

Historical Graphs

Total Assets Over Time

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

$45,265,729$22,632,865$0200920172024YearValue
$45,265,729Latest year 2024

Participants Over Time

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

132660200920172024YearValue
115Latest 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
20241115$45,265,729$5,257,673$45,719iApproximate average salary by contribution assumption: employee only about $1,142,972 at 4% or $761,982 at 6%; with 50% employer match about $761,982 at 4% or $507,988 at 6%; with 100% employer match about $571,486 at 4% or $380,991 at 6%.
The Leona M and Harry B Helmsley Charitable Trust 401(K) Plan-115$45,265,729$5,257,673$45,719iApproximate average salary by contribution assumption: employee only about $1,142,972 at 4% or $761,982 at 6%; with 50% employer match about $761,982 at 4% or $507,988 at 6%; with 100% employer match about $571,486 at 4% or $380,991 at 6%.
20231116$40,253,287$4,331,612$37,341iApproximate average salary by contribution assumption: employee only about $933,537 at 4% or $622,358 at 6%; with 50% employer match about $622,358 at 4% or $414,905 at 6%; with 100% employer match about $466,769 at 4% or $311,179 at 6%.
The Leona M and Harry B Helmsley Charitable Trust 401(K) Plan-116$40,253,287$4,331,612$37,341iApproximate average salary by contribution assumption: employee only about $933,537 at 4% or $622,358 at 6%; with 50% employer match about $622,358 at 4% or $414,905 at 6%; with 100% employer match about $466,769 at 4% or $311,179 at 6%.
20221102$31,524,547$4,009,589$39,310iApproximate average salary by contribution assumption: employee only about $982,742 at 4% or $655,162 at 6%; with 50% employer match about $655,162 at 4% or $436,774 at 6%; with 100% employer match about $491,371 at 4% or $327,581 at 6%.
The Leona M and Harry B Helmsley Charitable Trust 401(K) Plan-102$31,524,547$4,009,589$39,310iApproximate average salary by contribution assumption: employee only about $982,742 at 4% or $655,162 at 6%; with 50% employer match about $655,162 at 4% or $436,774 at 6%; with 100% employer match about $491,371 at 4% or $327,581 at 6%.
2021192$35,125,459$3,534,961$38,423iApproximate average salary by contribution assumption: employee only about $960,587 at 4% or $640,391 at 6%; with 50% employer match about $640,391 at 4% or $426,928 at 6%; with 100% employer match about $480,294 at 4% or $320,196 at 6%.
The Leona M and Harry B Helmsley Charitable Trust 401(K) Plan-92$35,125,459$3,534,961$38,423iApproximate average salary by contribution assumption: employee only about $960,587 at 4% or $640,391 at 6%; with 50% employer match about $640,391 at 4% or $426,928 at 6%; with 100% employer match about $480,294 at 4% or $320,196 at 6%.
2020192$27,411,777$3,086,705$33,551iApproximate average salary by contribution assumption: employee only about $838,779 at 4% or $559,186 at 6%; with 50% employer match about $559,186 at 4% or $372,790 at 6%; with 100% employer match about $419,389 at 4% or $279,593 at 6%.
The Leona M and Harry B Helmsley Charitable Trust 401(K) Plan-92$27,411,777$3,086,705$33,551iApproximate average salary by contribution assumption: employee only about $838,779 at 4% or $559,186 at 6%; with 50% employer match about $559,186 at 4% or $372,790 at 6%; with 100% employer match about $419,389 at 4% or $279,593 at 6%.
2019198$22,493,975$2,929,284$29,891iApproximate average salary by contribution assumption: employee only about $747,266 at 4% or $498,178 at 6%; with 50% employer match about $498,178 at 4% or $332,118 at 6%; with 100% employer match about $373,633 at 4% or $249,089 at 6%.
The Leona M and Harry B Helmsley Charitable Trust 401(K) Plan-98$22,493,975$2,929,284$29,891iApproximate average salary by contribution assumption: employee only about $747,266 at 4% or $498,178 at 6%; with 50% employer match about $498,178 at 4% or $332,118 at 6%; with 100% employer match about $373,633 at 4% or $249,089 at 6%.
20181132$16,741,708$2,855,520$21,633iApproximate average salary by contribution assumption: employee only about $540,818 at 4% or $360,545 at 6%; with 50% employer match about $360,545 at 4% or $240,364 at 6%; with 100% employer match about $270,409 at 4% or $180,273 at 6%.
The Leona M and Harry B Helmsley Charitable Trust 401(K) Plan-132$16,741,708$2,855,520$21,633iApproximate average salary by contribution assumption: employee only about $540,818 at 4% or $360,545 at 6%; with 50% employer match about $360,545 at 4% or $240,364 at 6%; with 100% employer match about $270,409 at 4% or $180,273 at 6%.
20171119$15,919,829$2,524,306$21,213iApproximate average salary by contribution assumption: employee only about $530,316 at 4% or $353,544 at 6%; with 50% employer match about $353,544 at 4% or $235,696 at 6%; with 100% employer match about $265,158 at 4% or $176,772 at 6%.
The Leona M and Harry B Helmsley Charitable Trust 401(K) Plan-119$15,919,829$2,524,306$21,213iApproximate average salary by contribution assumption: employee only about $530,316 at 4% or $353,544 at 6%; with 50% employer match about $353,544 at 4% or $235,696 at 6%; with 100% employer match about $265,158 at 4% or $176,772 at 6%.
20161109$11,754,114$2,743,463$25,169iApproximate average salary by contribution assumption: employee only about $629,235 at 4% or $419,490 at 6%; with 50% employer match about $419,490 at 4% or $279,660 at 6%; with 100% employer match about $314,617 at 4% or $209,745 at 6%.
The Leona M and Harry B Helmsley Charitable Trust 401(K) Plan-109$11,754,114$2,743,463$25,169iApproximate average salary by contribution assumption: employee only about $629,235 at 4% or $419,490 at 6%; with 50% employer match about $419,490 at 4% or $279,660 at 6%; with 100% employer match about $314,617 at 4% or $209,745 at 6%.
20151109$9,691,933$2,901,491$26,619iApproximate average salary by contribution assumption: employee only about $665,480 at 4% or $443,653 at 6%; with 50% employer match about $443,653 at 4% or $295,769 at 6%; with 100% employer match about $332,740 at 4% or $221,827 at 6%.
The Leona M and Harry B Helmsley Charitable Trust 401(K) Plan-109$9,691,933$2,901,491$26,619iApproximate average salary by contribution assumption: employee only about $665,480 at 4% or $443,653 at 6%; with 50% employer match about $443,653 at 4% or $295,769 at 6%; with 100% employer match about $332,740 at 4% or $221,827 at 6%.
2014191$7,185,586$2,311,122$25,397iApproximate average salary by contribution assumption: employee only about $634,924 at 4% or $423,282 at 6%; with 50% employer match about $423,282 at 4% or $282,188 at 6%; with 100% employer match about $317,462 at 4% or $211,641 at 6%.
The Leona M and Harry B Helmsley Charitable Trust 401(K) Plan-91$7,185,586$2,311,122$25,397iApproximate average salary by contribution assumption: employee only about $634,924 at 4% or $423,282 at 6%; with 50% employer match about $423,282 at 4% or $282,188 at 6%; with 100% employer match about $317,462 at 4% or $211,641 at 6%.
2013175$4,699,310$1,865,311$24,871iApproximate average salary by contribution assumption: employee only about $621,770 at 4% or $414,514 at 6%; with 50% employer match about $414,514 at 4% or $276,342 at 6%; with 100% employer match about $310,885 at 4% or $207,257 at 6%.
The Leona M and Harry B Helmsley Charitable Trust 401(K) Plan-75$4,699,310$1,865,311$24,871iApproximate average salary by contribution assumption: employee only about $621,770 at 4% or $414,514 at 6%; with 50% employer match about $414,514 at 4% or $276,342 at 6%; with 100% employer match about $310,885 at 4% or $207,257 at 6%.
2012153$2,389,563$855,228$16,136iApproximate average salary by contribution assumption: employee only about $403,409 at 4% or $268,940 at 6%; with 50% employer match about $268,940 at 4% or $179,293 at 6%; with 100% employer match about $201,705 at 4% or $134,470 at 6%.
The Leona M and Harry B Helmsley Charitable Trust 401(K) Plan-53$2,389,563$855,228$16,136iApproximate average salary by contribution assumption: employee only about $403,409 at 4% or $268,940 at 6%; with 50% employer match about $268,940 at 4% or $179,293 at 6%; with 100% employer match about $201,705 at 4% or $134,470 at 6%.
2011128$1,360,198$962,029$34,358iApproximate average salary by contribution assumption: employee only about $858,954 at 4% or $572,636 at 6%; with 50% employer match about $572,636 at 4% or $381,758 at 6%; with 100% employer match about $429,477 at 4% or $286,318 at 6%.
The Leona M and Harry B Helmsley Charitable Trust 401(K) Plan-28$1,360,198$962,029$34,358iApproximate average salary by contribution assumption: employee only about $858,954 at 4% or $572,636 at 6%; with 50% employer match about $572,636 at 4% or $381,758 at 6%; with 100% employer match about $429,477 at 4% or $286,318 at 6%.
2010118$577,339$500,806$27,823iApproximate average salary by contribution assumption: employee only about $695,564 at 4% or $463,709 at 6%; with 50% employer match about $463,709 at 4% or $309,140 at 6%; with 100% employer match about $347,782 at 4% or $231,855 at 6%.
The Leona M and Harry B Helmsley Charitable Trust 401(K) Plan-18$577,339$500,806$27,823iApproximate average salary by contribution assumption: employee only about $695,564 at 4% or $463,709 at 6%; with 50% employer match about $463,709 at 4% or $309,140 at 6%; with 100% employer match about $347,782 at 4% or $231,855 at 6%.
200917$37,525$37,525$5,361iApproximate average salary by contribution assumption: employee only about $134,018 at 4% or $89,345 at 6%; with 50% employer match about $89,345 at 4% or $59,563 at 6%; with 100% employer match about $67,009 at 4% or $44,673 at 6%.
The Leona M and Harry B Helmsley Charitable Trust 401(K) Plan-7$37,525$37,525$5,361iApproximate average salary by contribution assumption: employee only about $134,018 at 4% or $89,345 at 6%; with 50% employer match about $89,345 at 4% or $59,563 at 6%; with 100% employer match about $67,009 at 4% or $44,673 at 6%.