Civic Intelligence

Helmbold & Stewart Inc.

Plan context: Helmbold & Stewart Inc. 401K Profit Sharing Plan

EIN 25-1215719 • Clearfield, PA • 13 filings • 4 plans

12 South Third StreetClearfield, PA 16830
Current Snapshot

Latest Year

2011

2011 Participants

23

2011 Assets

$961,517

2011 Contributions

$75,283

Historical Graphs

Total Assets Over Time

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

$2,256,261$1,128,131$0199920052011YearValue
$961,517Latest year 2011

Participants Over Time

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

25130199920052011YearValue
23Latest 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
2011123$961,517$75,283$3,273iApproximate average salary by contribution assumption: employee only about $81,829 at 4% or $54,553 at 6%; with 50% employer match about $54,553 at 4% or $36,369 at 6%; with 100% employer match about $40,915 at 4% or $27,276 at 6%.
Helmbold & Stewart Inc. 401K Profit Sharing Plan-23$961,517$75,283$3,273iApproximate average salary by contribution assumption: employee only about $81,829 at 4% or $54,553 at 6%; with 50% employer match about $54,553 at 4% or $36,369 at 6%; with 100% employer match about $40,915 at 4% or $27,276 at 6%.
2010123$921,831$74,495$3,239iApproximate average salary by contribution assumption: employee only about $80,973 at 4% or $53,982 at 6%; with 50% employer match about $53,982 at 4% or $35,988 at 6%; with 100% employer match about $40,486 at 4% or $26,991 at 6%.
Helmbold & Stewart Inc. 401K Profit Sharing Plan-23$921,831$74,495$3,239iApproximate average salary by contribution assumption: employee only about $80,973 at 4% or $53,982 at 6%; with 50% employer match about $53,982 at 4% or $35,988 at 6%; with 100% employer match about $40,486 at 4% or $26,991 at 6%.
2009125$774,642$62,885$2,515iApproximate average salary by contribution assumption: employee only about $62,885 at 4% or $41,923 at 6%; with 50% employer match about $41,923 at 4% or $27,949 at 6%; with 100% employer match about $31,443 at 4% or $20,962 at 6%.
Helmbold & Stewart Inc. 401K Profit Sharing Plan-25$774,642$62,885$2,515iApproximate average salary by contribution assumption: employee only about $62,885 at 4% or $41,923 at 6%; with 50% employer match about $41,923 at 4% or $27,949 at 6%; with 100% employer match about $31,443 at 4% or $20,962 at 6%.
2008115$596,739$83,395$5,560iApproximate average salary by contribution assumption: employee only about $138,992 at 4% or $92,661 at 6%; with 50% employer match about $92,661 at 4% or $61,774 at 6%; with 100% employer match about $69,496 at 4% or $46,331 at 6%.
Helmbold & Stewart Inc. 401K Profit Sharing Plan-15$596,739$83,395$5,560iApproximate average salary by contribution assumption: employee only about $138,992 at 4% or $92,661 at 6%; with 50% employer match about $92,661 at 4% or $61,774 at 6%; with 100% employer match about $69,496 at 4% or $46,331 at 6%.
2007119$0$0-
Helmbold & Stewart Inc. 401K Profit Sharing Plan-19---
2006122$974,390$67,304$3,059iApproximate average salary by contribution assumption: employee only about $76,482 at 4% or $50,988 at 6%; with 50% employer match about $50,988 at 4% or $33,992 at 6%; with 100% employer match about $38,241 at 4% or $25,494 at 6%.
Helmbold & Stewart Inc. 401K Profit Sharing Plan-22$974,390$67,304$3,059iApproximate average salary by contribution assumption: employee only about $76,482 at 4% or $50,988 at 6%; with 50% employer match about $50,988 at 4% or $33,992 at 6%; with 100% employer match about $38,241 at 4% or $25,494 at 6%.
2005119$1,477,336$57,461$3,024iApproximate average salary by contribution assumption: employee only about $75,607 at 4% or $50,404 at 6%; with 50% employer match about $50,404 at 4% or $33,603 at 6%; with 100% employer match about $37,803 at 4% or $25,202 at 6%.
Helmbold & Stewart Inc. 401K Profit Sharing Plan-19$1,477,336$57,461$3,024iApproximate average salary by contribution assumption: employee only about $75,607 at 4% or $50,404 at 6%; with 50% employer match about $50,404 at 4% or $33,603 at 6%; with 100% employer match about $37,803 at 4% or $25,202 at 6%.
2004119$1,464,485$65,310$3,437iApproximate average salary by contribution assumption: employee only about $85,934 at 4% or $57,289 at 6%; with 50% employer match about $57,289 at 4% or $38,193 at 6%; with 100% employer match about $42,967 at 4% or $28,645 at 6%.
Helmbold & Stewart Inc. 401K Profit Sharing Plan-19$1,464,485$65,310$3,437iApproximate average salary by contribution assumption: employee only about $85,934 at 4% or $57,289 at 6%; with 50% employer match about $57,289 at 4% or $38,193 at 6%; with 100% employer match about $42,967 at 4% or $28,645 at 6%.
2003119$1,335,439$45,114$2,374iApproximate average salary by contribution assumption: employee only about $59,361 at 4% or $39,574 at 6%; with 50% employer match about $39,574 at 4% or $26,382 at 6%; with 100% employer match about $29,680 at 4% or $19,787 at 6%.
Helmbold & Stewart Inc. 401K Profit Sharing Plan-19$1,335,439$45,114$2,374iApproximate average salary by contribution assumption: employee only about $59,361 at 4% or $39,574 at 6%; with 50% employer match about $39,574 at 4% or $26,382 at 6%; with 100% employer match about $29,680 at 4% or $19,787 at 6%.
2002117$1,206,554$39,633$2,331iApproximate average salary by contribution assumption: employee only about $58,284 at 4% or $38,856 at 6%; with 50% employer match about $38,856 at 4% or $25,904 at 6%; with 100% employer match about $29,142 at 4% or $19,428 at 6%.
Helmbold & Stewart Inc. 401K Profit Sharing Plan-17$1,206,554$39,633$2,331iApproximate average salary by contribution assumption: employee only about $58,284 at 4% or $38,856 at 6%; with 50% employer match about $38,856 at 4% or $25,904 at 6%; with 100% employer match about $29,142 at 4% or $19,428 at 6%.
2001117$1,584,726$49,618$2,919iApproximate average salary by contribution assumption: employee only about $72,968 at 4% or $48,645 at 6%; with 50% employer match about $48,645 at 4% or $32,430 at 6%; with 100% employer match about $36,484 at 4% or $24,323 at 6%.
Helmbold & Stewart Inc. 401K Profit Sharing Plan-17$1,584,726$49,618$2,919iApproximate average salary by contribution assumption: employee only about $72,968 at 4% or $48,645 at 6%; with 50% employer match about $48,645 at 4% or $32,430 at 6%; with 100% employer match about $36,484 at 4% or $24,323 at 6%.
2000114$1,854,543$32,922$2,352iApproximate average salary by contribution assumption: employee only about $58,789 at 4% or $39,193 at 6%; with 50% employer match about $39,193 at 4% or $26,129 at 6%; with 100% employer match about $29,395 at 4% or $19,596 at 6%.
Helmbold & Stewart Inc. 401K Profit Sharing Plan-14$1,854,543$32,922$2,352iApproximate average salary by contribution assumption: employee only about $58,789 at 4% or $39,193 at 6%; with 50% employer match about $39,193 at 4% or $26,129 at 6%; with 100% employer match about $29,395 at 4% or $19,596 at 6%.
1999116$2,256,261$39,458$2,466iApproximate average salary by contribution assumption: employee only about $61,653 at 4% or $41,102 at 6%; with 50% employer match about $41,102 at 4% or $27,401 at 6%; with 100% employer match about $30,827 at 4% or $20,551 at 6%.
Helmbold & Stewart Inc. 401K Profit Sharing Plan-16$2,256,261$39,458$2,466iApproximate average salary by contribution assumption: employee only about $61,653 at 4% or $41,102 at 6%; with 50% employer match about $41,102 at 4% or $27,401 at 6%; with 100% employer match about $30,827 at 4% or $20,551 at 6%.