DANIEL S. HELKOWSKI . INS. AGENCY
Plan context: Daniel S. Helkowski Insurance Agency Profit Sharing Plan
EIN 25-1265186 • Ambridge, PA • 17 filings • 3 plans
Current Snapshot
Latest Year
2016
2016 Participants
1
2016 Assets
$2,189,418
2016 Contributions
$14,148
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2016 | 1 | 1 | $2,189,418 | $14,148 | $14,148iApproximate average salary by contribution assumption: employee only about $353,700 at 4% or $235,800 at 6%; with 50% employer match about $235,800 at 4% or $157,200 at 6%; with 100% employer match about $176,850 at 4% or $117,900 at 6%. |
| Daniel S. Helkowski Insurance Agency Profit Sharing Plan | - | 1 | $2,189,418 | $14,148 | $14,148iApproximate average salary by contribution assumption: employee only about $353,700 at 4% or $235,800 at 6%; with 50% employer match about $235,800 at 4% or $157,200 at 6%; with 100% employer match about $176,850 at 4% or $117,900 at 6%. |
| 2015 | 1 | 1 | $2,176,121 | $0 | - |
| Daniel S. Helkowski Insurance Agency Profit Sharing Plan | - | 1 | $2,176,121 | - | - |
| 2014 | 1 | 1 | $2,322,479 | $0 | - |
| Daniel S. Helkowski Insurance Agency Profit Sharing Plan | - | 1 | $2,322,479 | $0 | - |
| 2013 | 1 | 1 | $2,403,468 | $0 | - |
| Daniel S. Helkowski Insurance Agency Profit Sharing Plan | - | 1 | $2,403,468 | $0 | - |
| 2012 | 1 | 1 | $2,412,348 | $0 | - |
| Daniel S. Helkowski Insurance Agency Profit Sharing Plan | - | 1 | $2,412,348 | - | - |
| 2011 | 1 | 2 | $2,411,787 | $0 | - |
| Daniel S. Helkowski Insurance Agency Profit Sharing Plan | - | 2 | $2,411,787 | - | - |
| 2010 | 1 | 2 | $2,312,356 | $0 | - |
| Daniel S. Helkowski Insurance Agency Profit Sharing Plan | - | 2 | $2,312,356 | $0 | - |
| 2009 | 1 | 2 | $2,213,840 | $0 | - |
| Daniel S. Helkowski Insurance Agency Profit Sharing Plan | - | 2 | $2,213,840 | $0 | - |
| 2008 | 1 | 0 | $2,123,884 | $0 | - |
| Daniel S. Helkowski Insurance Agency Profit Sharing Plan | - | 0 | $2,123,884 | - | - |
| 2007 | 1 | 3 | $2,491,920 | $0 | - |
| Daniel S. Helkowski Insurance Agency Profit Sharing Plan | - | 3 | $2,491,920 | - | - |
| 2006 | 1 | 3 | $2,351,629 | $0 | - |
| Daniel S. Helkowski Insurance Agency Profit Sharing Plan | - | 3 | $2,351,629 | - | - |
| 2005 | 1 | 3 | $2,003,673 | $0 | - |
| Daniel S. Helkowski Insurance Agency Profit Sharing Plan | - | 3 | $2,003,673 | - | - |
| 2004 | 1 | 3 | $1,760,352 | $0 | - |
| Daniel S. Helkowski Insurance Agency Profit Sharing Plan | - | 3 | $1,760,352 | - | - |
| 2003 | 1 | 3 | $1,483,595 | $0 | - |
| Daniel S. Helkowski Insurance Agency Profit Sharing Plan | - | 3 | $1,483,595 | - | - |
| 2002 | 1 | 2 | $1,037,177 | $9,382 | $4,691iApproximate average salary by contribution assumption: employee only about $117,275 at 4% or $78,183 at 6%; with 50% employer match about $78,183 at 4% or $52,122 at 6%; with 100% employer match about $58,638 at 4% or $39,092 at 6%. |
| Daniel S. Helkowski Insurance Agency Profit Sharing Plan | - | 2 | $1,037,177 | $9,382 | $4,691iApproximate average salary by contribution assumption: employee only about $117,275 at 4% or $78,183 at 6%; with 50% employer match about $78,183 at 4% or $52,122 at 6%; with 100% employer match about $58,638 at 4% or $39,092 at 6%. |
| 2000 | 1 | 1 | $1,493,429 | $6,477 | $6,477iApproximate average salary by contribution assumption: employee only about $161,925 at 4% or $107,950 at 6%; with 50% employer match about $107,950 at 4% or $71,967 at 6%; with 100% employer match about $80,963 at 4% or $53,975 at 6%. |
| Daniel S. Helkowski Insurance Agency Profit Sharing Plan | - | 1 | $1,493,429 | $6,477 | $6,477iApproximate average salary by contribution assumption: employee only about $161,925 at 4% or $107,950 at 6%; with 50% employer match about $107,950 at 4% or $71,967 at 6%; with 100% employer match about $80,963 at 4% or $53,975 at 6%. |
| 1999 | 1 | 1 | $1,507,783 | $8,684 | $8,684iApproximate average salary by contribution assumption: employee only about $217,100 at 4% or $144,733 at 6%; with 50% employer match about $144,733 at 4% or $96,489 at 6%; with 100% employer match about $108,550 at 4% or $72,367 at 6%. |
| Daniel S. Helkowski Insurance Agency Profit Sharing Plan | - | 1 | $1,507,783 | $8,684 | $8,684iApproximate average salary by contribution assumption: employee only about $217,100 at 4% or $144,733 at 6%; with 50% employer match about $144,733 at 4% or $96,489 at 6%; with 100% employer match about $108,550 at 4% or $72,367 at 6%. |