Civic Intelligence

Jean W Helz MD

Plan context: Jean W Helz MD Part Ps Qrp Charles Schwab & Co Inc Custodian

EIN 23-2620695 • Cumberland, MD • 18 filings • 7 plans

PO Box 1360546 N Centre StCumberland, MD 21501-1360
Current Snapshot

Latest Year

2015

2015 Participants

1

2015 Assets

$381,048

2015 Contributions

$13,812

Historical Graphs

Total Assets Over Time

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

$382,232$191,116$0199920092015YearValue
$381,048Latest year 2015

Participants Over Time

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

210199920072015YearValue
1Latest year 2015

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
201511$381,048$13,812$13,812iApproximate average salary by contribution assumption: employee only about $345,300 at 4% or $230,200 at 6%; with 50% employer match about $230,200 at 4% or $153,467 at 6%; with 100% employer match about $172,650 at 4% or $115,100 at 6%.
Jean W Helz MD Part Ps Qrp Charles Schwab & Co Inc Custodian-1$381,048$13,812$13,812iApproximate average salary by contribution assumption: employee only about $345,300 at 4% or $230,200 at 6%; with 50% employer match about $230,200 at 4% or $153,467 at 6%; with 100% employer match about $172,650 at 4% or $115,100 at 6%.
201411$382,232$14,600$14,600iApproximate average salary by contribution assumption: employee only about $365,000 at 4% or $243,333 at 6%; with 50% employer match about $243,333 at 4% or $162,222 at 6%; with 100% employer match about $182,500 at 4% or $121,667 at 6%.
Jean W Helz MD Part Ps Qrp Charles Schwab & Co Inc Custodian-1$382,232$14,600$14,600iApproximate average salary by contribution assumption: employee only about $365,000 at 4% or $243,333 at 6%; with 50% employer match about $243,333 at 4% or $162,222 at 6%; with 100% employer match about $182,500 at 4% or $121,667 at 6%.
201311$330,665$16,533$16,533iApproximate average salary by contribution assumption: employee only about $413,325 at 4% or $275,550 at 6%; with 50% employer match about $275,550 at 4% or $183,700 at 6%; with 100% employer match about $206,663 at 4% or $137,775 at 6%.
Jean W Helz MD Part Ps Qrp Charles Schwab & Co Inc Custodian-1$330,665$16,533$16,533iApproximate average salary by contribution assumption: employee only about $413,325 at 4% or $275,550 at 6%; with 50% employer match about $275,550 at 4% or $183,700 at 6%; with 100% employer match about $206,663 at 4% or $137,775 at 6%.
201111$256,589$15,016$15,016iApproximate average salary by contribution assumption: employee only about $375,400 at 4% or $250,267 at 6%; with 50% employer match about $250,267 at 4% or $166,844 at 6%; with 100% employer match about $187,700 at 4% or $125,133 at 6%.
Jean W Helz MD Part Ps Qrp Charles Schwab & Co Inc Custodian-1$256,589$15,016$15,016iApproximate average salary by contribution assumption: employee only about $375,400 at 4% or $250,267 at 6%; with 50% employer match about $250,267 at 4% or $166,844 at 6%; with 100% employer match about $187,700 at 4% or $125,133 at 6%.
201011$224,272$17,078$17,078iApproximate average salary by contribution assumption: employee only about $426,950 at 4% or $284,633 at 6%; with 50% employer match about $284,633 at 4% or $189,756 at 6%; with 100% employer match about $213,475 at 4% or $142,317 at 6%.
Jean W Helz MD Part Ps Qrp Charles Schwab & Co Inc Custodian-1$224,272$17,078$17,078iApproximate average salary by contribution assumption: employee only about $426,950 at 4% or $284,633 at 6%; with 50% employer match about $284,633 at 4% or $189,756 at 6%; with 100% employer match about $213,475 at 4% or $142,317 at 6%.
200921$185,963$186,800$186,800iApproximate average salary by contribution assumption: employee only about $4,670,000 at 4% or $3,113,333 at 6%; with 50% employer match about $3,113,333 at 4% or $2,075,556 at 6%; with 100% employer match about $2,335,000 at 4% or $1,556,667 at 6%.
Jean W Helz MD Part Ps Qrp Charles Schwab & Co Inc Custodian-1$185,963$186,800$186,800iApproximate average salary by contribution assumption: employee only about $4,670,000 at 4% or $3,113,333 at 6%; with 50% employer match about $3,113,333 at 4% or $2,075,556 at 6%; with 100% employer match about $2,335,000 at 4% or $1,556,667 at 6%.
JEAN W HELZ - VANGUARD PROFIT SHARING PLAN-1---
200811$155,219$165,415$165,415iApproximate average salary by contribution assumption: employee only about $4,135,375 at 4% or $2,756,917 at 6%; with 50% employer match about $2,756,917 at 4% or $1,837,944 at 6%; with 100% employer match about $2,067,688 at 4% or $1,378,458 at 6%.
JEAN W HELZ - VANGUARD PROFIT SHARING PLAN-1$155,219$165,415$165,415iApproximate average salary by contribution assumption: employee only about $4,135,375 at 4% or $2,756,917 at 6%; with 50% employer match about $2,756,917 at 4% or $1,837,944 at 6%; with 100% employer match about $2,067,688 at 4% or $1,378,458 at 6%.
200721$0$0-
JEAN W HELZ - VANGUARD PROFIT SHARING PLAN-1---
Scudder Trust Company Trusteed Profit Sharing Plan Jean W Helz MD-0---
200612$0$0-
Scudder Trust Company Trusteed Profit Sharing Plan Jean W Helz MD-2---
200512$138,821$18,500$9,250iApproximate average salary by contribution assumption: employee only about $231,250 at 4% or $154,167 at 6%; with 50% employer match about $154,167 at 4% or $102,778 at 6%; with 100% employer match about $115,625 at 4% or $77,083 at 6%.
Scudder Trust Company Trusteed Profit Sharing Plan Jean W Helz MD-2$138,821$18,500$9,250iApproximate average salary by contribution assumption: employee only about $231,250 at 4% or $154,167 at 6%; with 50% employer match about $154,167 at 4% or $102,778 at 6%; with 100% employer match about $115,625 at 4% or $77,083 at 6%.
200412$106,753$18,745$9,373iApproximate average salary by contribution assumption: employee only about $234,313 at 4% or $156,208 at 6%; with 50% employer match about $156,208 at 4% or $104,139 at 6%; with 100% employer match about $117,156 at 4% or $78,104 at 6%.
Scudder Trust Company Trusteed Profit Sharing Plan Jean W Helz MD-2$106,753$18,745$9,373iApproximate average salary by contribution assumption: employee only about $234,313 at 4% or $156,208 at 6%; with 50% employer match about $156,208 at 4% or $104,139 at 6%; with 100% employer match about $117,156 at 4% or $78,104 at 6%.
200312$0$0-
Scudder Trust Company Trusteed Profit Sharing Plan Jean W Helz MD-2---
200212$49,458$5,498$2,749iApproximate average salary by contribution assumption: employee only about $68,725 at 4% or $45,817 at 6%; with 50% employer match about $45,817 at 4% or $30,544 at 6%; with 100% employer match about $34,363 at 4% or $22,908 at 6%.
Scudder Trust Company Trusteed Profit Sharing Plan Jean W Helz MD-2$49,458$5,498$2,749iApproximate average salary by contribution assumption: employee only about $68,725 at 4% or $45,817 at 6%; with 50% employer match about $45,817 at 4% or $30,544 at 6%; with 100% employer match about $34,363 at 4% or $22,908 at 6%.
200112$0$0-
Scudder Trust Company Trusteed Profit Sharing Plan Jean W Helz MD-2---
200012$0$0-
Scudder Trust Company Trusteed Profit Sharing Plan Jean W Helz MD-2---
199912$26,716$15,895$7,948iApproximate average salary by contribution assumption: employee only about $198,688 at 4% or $132,458 at 6%; with 50% employer match about $132,458 at 4% or $88,306 at 6%; with 100% employer match about $99,344 at 4% or $66,229 at 6%.
Scudder Trust Company Trusteed Profit Sharing Plan Jean W Helz MD-2$26,716$15,895$7,948iApproximate average salary by contribution assumption: employee only about $198,688 at 4% or $132,458 at 6%; with 50% employer match about $132,458 at 4% or $88,306 at 6%; with 100% employer match about $99,344 at 4% or $66,229 at 6%.