Civic Intelligence

Garnett & Helfrich LLC

Plan context: Garnett & Helfrich LLC 401(K) Profit Sharing Plan & Trust

EIN 20-0015216 • San Mateo, CA • 14 filings • 4 plans

1200 Park Pl Ste 330San Mateo, CA 94403-7118
Current Snapshot

Latest Year

2018

2018 Participants

4

2018 Assets

$1,440,541

2018 Contributions

$21,859

Historical Graphs

Total Assets Over Time

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

$1,556,019$778,010$0200520112017YearValue
$1,440,541Latest year 2017

Participants Over Time

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

1370200520112017YearValue
4Latest year 2017

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
201810$0$21,859-
Garnett & Helfrich LLC 401(K) Profit Sharing Plan & Trust-0-$21,859-
201714$1,440,541$46,979$11,745iApproximate average salary by contribution assumption: employee only about $293,619 at 4% or $195,746 at 6%; with 50% employer match about $195,746 at 4% or $130,497 at 6%; with 100% employer match about $146,809 at 4% or $97,873 at 6%.
Garnett & Helfrich LLC 401(K) Profit Sharing Plan & Trust-4$1,440,541$46,979$11,745iApproximate average salary by contribution assumption: employee only about $293,619 at 4% or $195,746 at 6%; with 50% employer match about $195,746 at 4% or $130,497 at 6%; with 100% employer match about $146,809 at 4% or $97,873 at 6%.
201614$1,546,079$84,176$21,044iApproximate average salary by contribution assumption: employee only about $526,100 at 4% or $350,733 at 6%; with 50% employer match about $350,733 at 4% or $233,822 at 6%; with 100% employer match about $263,050 at 4% or $175,367 at 6%.
Garnett & Helfrich LLC 401(K) Profit Sharing Plan & Trust-4$1,546,079$84,176$21,044iApproximate average salary by contribution assumption: employee only about $526,100 at 4% or $350,733 at 6%; with 50% employer match about $350,733 at 4% or $233,822 at 6%; with 100% employer match about $263,050 at 4% or $175,367 at 6%.
201515$1,556,019$189,981$37,996iApproximate average salary by contribution assumption: employee only about $949,905 at 4% or $633,270 at 6%; with 50% employer match about $633,270 at 4% or $422,180 at 6%; with 100% employer match about $474,952 at 4% or $316,635 at 6%.
Garnett & Helfrich LLC 401(K) Profit Sharing Plan & Trust-5$1,556,019$189,981$37,996iApproximate average salary by contribution assumption: employee only about $949,905 at 4% or $633,270 at 6%; with 50% employer match about $633,270 at 4% or $422,180 at 6%; with 100% employer match about $474,952 at 4% or $316,635 at 6%.
201415$1,532,851$273,694$54,739iApproximate average salary by contribution assumption: employee only about $1,368,470 at 4% or $912,313 at 6%; with 50% employer match about $912,313 at 4% or $608,209 at 6%; with 100% employer match about $684,235 at 4% or $456,157 at 6%.
Garnett & Helfrich LLC 401(K) Profit Sharing Plan & Trust-5$1,532,851$273,694$54,739iApproximate average salary by contribution assumption: employee only about $1,368,470 at 4% or $912,313 at 6%; with 50% employer match about $912,313 at 4% or $608,209 at 6%; with 100% employer match about $684,235 at 4% or $456,157 at 6%.
2013110$1,293,338$79,522$7,952iApproximate average salary by contribution assumption: employee only about $198,805 at 4% or $132,537 at 6%; with 50% employer match about $132,537 at 4% or $88,358 at 6%; with 100% employer match about $99,403 at 4% or $66,268 at 6%.
Garnett & Helfrich LLC 401(K) Profit Sharing Plan & Trust-10$1,293,338$79,522$7,952iApproximate average salary by contribution assumption: employee only about $198,805 at 4% or $132,537 at 6%; with 50% employer match about $132,537 at 4% or $88,358 at 6%; with 100% employer match about $99,403 at 4% or $66,268 at 6%.
2012111$1,087,783$169,812$15,437iApproximate average salary by contribution assumption: employee only about $385,936 at 4% or $257,291 at 6%; with 50% employer match about $257,291 at 4% or $171,527 at 6%; with 100% employer match about $192,968 at 4% or $128,645 at 6%.
Garnett & Helfrich LLC 401(K) Profit Sharing Plan & Trust-11$1,087,783$169,812$15,437iApproximate average salary by contribution assumption: employee only about $385,936 at 4% or $257,291 at 6%; with 50% employer match about $257,291 at 4% or $171,527 at 6%; with 100% employer match about $192,968 at 4% or $128,645 at 6%.
201115$899,645$4,525$905iApproximate average salary by contribution assumption: employee only about $22,625 at 4% or $15,083 at 6%; with 50% employer match about $15,083 at 4% or $10,056 at 6%; with 100% employer match about $11,313 at 4% or $7,542 at 6%.
Garnett & Helfrich LLC 401(K) Profit Sharing Plan & Trust-5$899,645$4,525$905iApproximate average salary by contribution assumption: employee only about $22,625 at 4% or $15,083 at 6%; with 50% employer match about $15,083 at 4% or $10,056 at 6%; with 100% employer match about $11,313 at 4% or $7,542 at 6%.
201015$1,008,715$192,069$38,414iApproximate average salary by contribution assumption: employee only about $960,345 at 4% or $640,230 at 6%; with 50% employer match about $640,230 at 4% or $426,820 at 6%; with 100% employer match about $480,173 at 4% or $320,115 at 6%.
Garnett & Helfrich LLC 401(K) Profit Sharing Plan & Trust-5$1,008,715$192,069$38,414iApproximate average salary by contribution assumption: employee only about $960,345 at 4% or $640,230 at 6%; with 50% employer match about $640,230 at 4% or $426,820 at 6%; with 100% employer match about $480,173 at 4% or $320,115 at 6%.
200919$732,208$243,292$27,032iApproximate average salary by contribution assumption: employee only about $675,811 at 4% or $450,541 at 6%; with 50% employer match about $450,541 at 4% or $300,360 at 6%; with 100% employer match about $337,906 at 4% or $225,270 at 6%.
Garnett & Helfrich LLC 401(K) Profit Sharing Plan & Trust-9$732,208$243,292$27,032iApproximate average salary by contribution assumption: employee only about $675,811 at 4% or $450,541 at 6%; with 50% employer match about $450,541 at 4% or $300,360 at 6%; with 100% employer match about $337,906 at 4% or $225,270 at 6%.
2008111$410,582$240,909$21,901iApproximate average salary by contribution assumption: employee only about $547,520 at 4% or $365,014 at 6%; with 50% employer match about $365,014 at 4% or $243,342 at 6%; with 100% employer match about $273,760 at 4% or $182,507 at 6%.
Garnett & Helfrich LLC 401(K) Profit Sharing Plan & Trust-11$410,582$240,909$21,901iApproximate average salary by contribution assumption: employee only about $547,520 at 4% or $365,014 at 6%; with 50% employer match about $365,014 at 4% or $243,342 at 6%; with 100% employer match about $273,760 at 4% or $182,507 at 6%.
2007112$354,206$137,920$11,493iApproximate average salary by contribution assumption: employee only about $287,333 at 4% or $191,556 at 6%; with 50% employer match about $191,556 at 4% or $127,704 at 6%; with 100% employer match about $143,667 at 4% or $95,778 at 6%.
Garnett & Helfrich LLC 401(K) Profit Sharing Plan & Trust-12$354,206$137,920$11,493iApproximate average salary by contribution assumption: employee only about $287,333 at 4% or $191,556 at 6%; with 50% employer match about $191,556 at 4% or $127,704 at 6%; with 100% employer match about $143,667 at 4% or $95,778 at 6%.
2006113$245,947$126,720$9,748iApproximate average salary by contribution assumption: employee only about $243,692 at 4% or $162,462 at 6%; with 50% employer match about $162,462 at 4% or $108,308 at 6%; with 100% employer match about $121,846 at 4% or $81,231 at 6%.
Garnett & Helfrich LLC 401(K) Profit Sharing Plan & Trust-13$245,947$126,720$9,748iApproximate average salary by contribution assumption: employee only about $243,692 at 4% or $162,462 at 6%; with 50% employer match about $162,462 at 4% or $108,308 at 6%; with 100% employer match about $121,846 at 4% or $81,231 at 6%.
2005112$98,836$91,286$7,607iApproximate average salary by contribution assumption: employee only about $190,179 at 4% or $126,786 at 6%; with 50% employer match about $126,786 at 4% or $84,524 at 6%; with 100% employer match about $95,090 at 4% or $63,393 at 6%.
Garnett & Helfrich LLC 401(K) Profit Sharing Plan & Trust-12$98,836$91,286$7,607iApproximate average salary by contribution assumption: employee only about $190,179 at 4% or $126,786 at 6%; with 50% employer match about $126,786 at 4% or $84,524 at 6%; with 100% employer match about $95,090 at 4% or $63,393 at 6%.