Helmke, Beams, Boyer & Wagner
Plan context: Helmke, Beams, Boyer & Wagner Employees Retirement Savings Plan
EIN 35-0920593 • Fort Wayne, IN • 27 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$1,192,766
2025 Contributions
$58,425
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 5 | $1,192,766 | $58,425 | $11,685iApproximate average salary by contribution assumption: employee only about $292,125 at 4% or $194,750 at 6%; with 50% employer match about $194,750 at 4% or $129,833 at 6%; with 100% employer match about $146,063 at 4% or $97,375 at 6%. |
| Helmke, Beams, Boyer & Wagner Employees Retirement Savings Plan | - | 5 | $1,192,766 | $58,425 | $11,685iApproximate average salary by contribution assumption: employee only about $292,125 at 4% or $194,750 at 6%; with 50% employer match about $194,750 at 4% or $129,833 at 6%; with 100% employer match about $146,063 at 4% or $97,375 at 6%. |
| 2024 | 1 | 5 | $1,000,613 | $57,247 | $11,449iApproximate average salary by contribution assumption: employee only about $286,235 at 4% or $190,823 at 6%; with 50% employer match about $190,823 at 4% or $127,216 at 6%; with 100% employer match about $143,118 at 4% or $95,412 at 6%. |
| Helmke, Beams, Boyer & Wagner Employees Retirement Savings Plan | - | 5 | $1,000,613 | $57,247 | $11,449iApproximate average salary by contribution assumption: employee only about $286,235 at 4% or $190,823 at 6%; with 50% employer match about $190,823 at 4% or $127,216 at 6%; with 100% employer match about $143,118 at 4% or $95,412 at 6%. |
| 2023 | 1 | 5 | $865,273 | $57,143 | $11,429iApproximate average salary by contribution assumption: employee only about $285,715 at 4% or $190,477 at 6%; with 50% employer match about $190,477 at 4% or $126,984 at 6%; with 100% employer match about $142,858 at 4% or $95,238 at 6%. |
| Helmke, Beams, Boyer & Wagner Employees Retirement Savings Plan | - | 5 | $865,273 | $57,143 | $11,429iApproximate average salary by contribution assumption: employee only about $285,715 at 4% or $190,477 at 6%; with 50% employer match about $190,477 at 4% or $126,984 at 6%; with 100% employer match about $142,858 at 4% or $95,238 at 6%. |
| 2022 | 1 | 5 | $917,587 | $42,238 | $8,448iApproximate average salary by contribution assumption: employee only about $211,190 at 4% or $140,793 at 6%; with 50% employer match about $140,793 at 4% or $93,862 at 6%; with 100% employer match about $105,595 at 4% or $70,397 at 6%. |
| Helmke, Beams, Boyer & Wagner Employees Retirement Savings Plan | - | 5 | $917,587 | $42,238 | $8,448iApproximate average salary by contribution assumption: employee only about $211,190 at 4% or $140,793 at 6%; with 50% employer match about $140,793 at 4% or $93,862 at 6%; with 100% employer match about $105,595 at 4% or $70,397 at 6%. |
| 2021 | 1 | 6 | $1,095,210 | $29,631 | $4,939iApproximate average salary by contribution assumption: employee only about $123,463 at 4% or $82,308 at 6%; with 50% employer match about $82,308 at 4% or $54,872 at 6%; with 100% employer match about $61,731 at 4% or $41,154 at 6%. |
| Helmke, Beams, Boyer & Wagner Employees Retirement Savings Plan | - | 6 | $1,095,210 | $29,631 | $4,939iApproximate average salary by contribution assumption: employee only about $123,463 at 4% or $82,308 at 6%; with 50% employer match about $82,308 at 4% or $54,872 at 6%; with 100% employer match about $61,731 at 4% or $41,154 at 6%. |
| 2020 | 1 | 6 | $924,628 | $53,049 | $8,842iApproximate average salary by contribution assumption: employee only about $221,038 at 4% or $147,358 at 6%; with 50% employer match about $147,358 at 4% or $98,239 at 6%; with 100% employer match about $110,519 at 4% or $73,679 at 6%. |
| Helmke, Beams, Boyer & Wagner Employees Retirement Savings Plan | - | 6 | $924,628 | $53,049 | $8,842iApproximate average salary by contribution assumption: employee only about $221,038 at 4% or $147,358 at 6%; with 50% employer match about $147,358 at 4% or $98,239 at 6%; with 100% employer match about $110,519 at 4% or $73,679 at 6%. |
| 2019 | 1 | 6 | $757,631 | $48,314 | $8,052iApproximate average salary by contribution assumption: employee only about $201,308 at 4% or $134,206 at 6%; with 50% employer match about $134,206 at 4% or $89,470 at 6%; with 100% employer match about $100,654 at 4% or $67,103 at 6%. |
| Helmke, Beams, Boyer & Wagner Employees Retirement Savings Plan | - | 6 | $757,631 | $48,314 | $8,052iApproximate average salary by contribution assumption: employee only about $201,308 at 4% or $134,206 at 6%; with 50% employer match about $134,206 at 4% or $89,470 at 6%; with 100% employer match about $100,654 at 4% or $67,103 at 6%. |
| 2018 | 1 | 6 | $599,207 | $38,132 | $6,355iApproximate average salary by contribution assumption: employee only about $158,883 at 4% or $105,922 at 6%; with 50% employer match about $105,922 at 4% or $70,615 at 6%; with 100% employer match about $79,442 at 4% or $52,961 at 6%. |
| Helmke, Beams, Boyer & Wagner Employees Retirement Savings Plan | - | 6 | $599,207 | $38,132 | $6,355iApproximate average salary by contribution assumption: employee only about $158,883 at 4% or $105,922 at 6%; with 50% employer match about $105,922 at 4% or $70,615 at 6%; with 100% employer match about $79,442 at 4% or $52,961 at 6%. |
| 2017 | 1 | 7 | $616,216 | $26,263 | $3,752iApproximate average salary by contribution assumption: employee only about $93,796 at 4% or $62,531 at 6%; with 50% employer match about $62,531 at 4% or $41,687 at 6%; with 100% employer match about $46,898 at 4% or $31,265 at 6%. |
| Helmke, Beams, Boyer & Wagner Employees Retirement Savings Plan | - | 7 | $616,216 | $26,263 | $3,752iApproximate average salary by contribution assumption: employee only about $93,796 at 4% or $62,531 at 6%; with 50% employer match about $62,531 at 4% or $41,687 at 6%; with 100% employer match about $46,898 at 4% or $31,265 at 6%. |
| 2016 | 1 | 7 | $581,784 | $25,614 | $3,659iApproximate average salary by contribution assumption: employee only about $91,479 at 4% or $60,986 at 6%; with 50% employer match about $60,986 at 4% or $40,657 at 6%; with 100% employer match about $45,739 at 4% or $30,493 at 6%. |
| Helmke, Beams, Boyer & Wagner Employees Retirement Savings Plan | - | 7 | $581,784 | $25,614 | $3,659iApproximate average salary by contribution assumption: employee only about $91,479 at 4% or $60,986 at 6%; with 50% employer match about $60,986 at 4% or $40,657 at 6%; with 100% employer match about $45,739 at 4% or $30,493 at 6%. |
| 2015 | 1 | 8 | $554,938 | $28,257 | $3,532iApproximate average salary by contribution assumption: employee only about $88,303 at 4% or $58,869 at 6%; with 50% employer match about $58,869 at 4% or $39,246 at 6%; with 100% employer match about $44,152 at 4% or $29,434 at 6%. |
| Helmke, Beams, Boyer & Wagner Employees Retirement Savings Plan | - | 8 | $554,938 | $28,257 | $3,532iApproximate average salary by contribution assumption: employee only about $88,303 at 4% or $58,869 at 6%; with 50% employer match about $58,869 at 4% or $39,246 at 6%; with 100% employer match about $44,152 at 4% or $29,434 at 6%. |
| 2014 | 1 | 7 | $532,530 | $29,794 | $4,256iApproximate average salary by contribution assumption: employee only about $106,407 at 4% or $70,938 at 6%; with 50% employer match about $70,938 at 4% or $47,292 at 6%; with 100% employer match about $53,204 at 4% or $35,469 at 6%. |
| Helmke, Beams, Boyer & Wagner Employees Retirement Savings Plan | - | 7 | $532,530 | $29,794 | $4,256iApproximate average salary by contribution assumption: employee only about $106,407 at 4% or $70,938 at 6%; with 50% employer match about $70,938 at 4% or $47,292 at 6%; with 100% employer match about $53,204 at 4% or $35,469 at 6%. |
| 2013 | 1 | 11 | $597,419 | $42,409 | $3,855iApproximate average salary by contribution assumption: employee only about $96,384 at 4% or $64,256 at 6%; with 50% employer match about $64,256 at 4% or $42,837 at 6%; with 100% employer match about $48,192 at 4% or $32,128 at 6%. |
| Helmke, Beams, Boyer & Wagner Employees Retirement Savings Plan | - | 11 | $597,419 | $42,409 | $3,855iApproximate average salary by contribution assumption: employee only about $96,384 at 4% or $64,256 at 6%; with 50% employer match about $64,256 at 4% or $42,837 at 6%; with 100% employer match about $48,192 at 4% or $32,128 at 6%. |
| 2012 | 1 | 12 | $541,795 | $44,062 | $3,672iApproximate average salary by contribution assumption: employee only about $91,796 at 4% or $61,197 at 6%; with 50% employer match about $61,197 at 4% or $40,798 at 6%; with 100% employer match about $45,898 at 4% or $30,599 at 6%. |
| Helmke, Beams, Boyer & Wagner Employees Retirement Savings Plan | - | 12 | $541,795 | $44,062 | $3,672iApproximate average salary by contribution assumption: employee only about $91,796 at 4% or $61,197 at 6%; with 50% employer match about $61,197 at 4% or $40,798 at 6%; with 100% employer match about $45,898 at 4% or $30,599 at 6%. |
| 2011 | 1 | 9 | $435,555 | $7,108 | $790iApproximate average salary by contribution assumption: employee only about $19,744 at 4% or $13,163 at 6%; with 50% employer match about $13,163 at 4% or $8,775 at 6%; with 100% employer match about $9,872 at 4% or $6,581 at 6%. |
| Helmke, Beams, Boyer & Wagner Employees Retirement Savings Plan | - | 9 | $435,555 | $7,108 | $790iApproximate average salary by contribution assumption: employee only about $19,744 at 4% or $13,163 at 6%; with 50% employer match about $13,163 at 4% or $8,775 at 6%; with 100% employer match about $9,872 at 4% or $6,581 at 6%. |
| 2010 | 1 | 8 | $452,361 | $6,280 | $785iApproximate average salary by contribution assumption: employee only about $19,625 at 4% or $13,083 at 6%; with 50% employer match about $13,083 at 4% or $8,722 at 6%; with 100% employer match about $9,813 at 4% or $6,542 at 6%. |
| Helmke, Beams, Boyer & Wagner Employees Retirement Savings Plan | - | 8 | $452,361 | $6,280 | $785iApproximate average salary by contribution assumption: employee only about $19,625 at 4% or $13,083 at 6%; with 50% employer match about $13,083 at 4% or $8,722 at 6%; with 100% employer match about $9,813 at 4% or $6,542 at 6%. |
| 2009 | 1 | 9 | $423,556 | $7,015 | $779iApproximate average salary by contribution assumption: employee only about $19,486 at 4% or $12,991 at 6%; with 50% employer match about $12,991 at 4% or $8,660 at 6%; with 100% employer match about $9,743 at 4% or $6,495 at 6%. |
| Helmke, Beams, Boyer & Wagner Employees Retirement Savings Plan | - | 9 | $423,556 | $7,015 | $779iApproximate average salary by contribution assumption: employee only about $19,486 at 4% or $12,991 at 6%; with 50% employer match about $12,991 at 4% or $8,660 at 6%; with 100% employer match about $9,743 at 4% or $6,495 at 6%. |
| 2008 | 1 | 8 | $323,506 | $22,817 | $2,852iApproximate average salary by contribution assumption: employee only about $71,303 at 4% or $47,535 at 6%; with 50% employer match about $47,535 at 4% or $31,690 at 6%; with 100% employer match about $35,652 at 4% or $23,768 at 6%. |
| Helmke, Beams, Boyer & Wagner Employees Retirement Savings Plan | - | 8 | $323,506 | $22,817 | $2,852iApproximate average salary by contribution assumption: employee only about $71,303 at 4% or $47,535 at 6%; with 50% employer match about $47,535 at 4% or $31,690 at 6%; with 100% employer match about $35,652 at 4% or $23,768 at 6%. |
| 2007 | 1 | 8 | $495,397 | $6,403 | $800iApproximate average salary by contribution assumption: employee only about $20,009 at 4% or $13,340 at 6%; with 50% employer match about $13,340 at 4% or $8,893 at 6%; with 100% employer match about $10,005 at 4% or $6,670 at 6%. |
| Helmke, Beams, Boyer & Wagner Employees Retirement Savings Plan | - | 8 | $495,397 | $6,403 | $800iApproximate average salary by contribution assumption: employee only about $20,009 at 4% or $13,340 at 6%; with 50% employer match about $13,340 at 4% or $8,893 at 6%; with 100% employer match about $10,005 at 4% or $6,670 at 6%. |
| 2006 | 1 | 7 | $754,025 | $63,424 | $9,061iApproximate average salary by contribution assumption: employee only about $226,514 at 4% or $151,010 at 6%; with 50% employer match about $151,010 at 4% or $100,673 at 6%; with 100% employer match about $113,257 at 4% or $75,505 at 6%. |
| Helmke, Beams, Boyer & Wagner Employees Retirement Savings Plan | - | 7 | $754,025 | $63,424 | $9,061iApproximate average salary by contribution assumption: employee only about $226,514 at 4% or $151,010 at 6%; with 50% employer match about $151,010 at 4% or $100,673 at 6%; with 100% employer match about $113,257 at 4% or $75,505 at 6%. |
| 2005 | 1 | 9 | $745,373 | $91,776 | $10,197iApproximate average salary by contribution assumption: employee only about $254,933 at 4% or $169,956 at 6%; with 50% employer match about $169,956 at 4% or $113,304 at 6%; with 100% employer match about $127,467 at 4% or $84,978 at 6%. |
| Helmke, Beams, Boyer & Wagner Employees Retirement Savings Plan | - | 9 | $745,373 | $91,776 | $10,197iApproximate average salary by contribution assumption: employee only about $254,933 at 4% or $169,956 at 6%; with 50% employer match about $169,956 at 4% or $113,304 at 6%; with 100% employer match about $127,467 at 4% or $84,978 at 6%. |
| 2004 | 1 | 12 | $0 | $0 | - |
| Helmke, Beams, Boyer & Wagner Employees Retirement Savings Plan | - | 12 | - | - | - |
| 2003 | 1 | 12 | $501,279 | $72,588 | $6,049iApproximate average salary by contribution assumption: employee only about $151,225 at 4% or $100,817 at 6%; with 50% employer match about $100,817 at 4% or $67,211 at 6%; with 100% employer match about $75,613 at 4% or $50,408 at 6%. |
| Helmke, Beams, Boyer & Wagner Employees Retirement Savings Plan | - | 12 | $501,279 | $72,588 | $6,049iApproximate average salary by contribution assumption: employee only about $151,225 at 4% or $100,817 at 6%; with 50% employer match about $100,817 at 4% or $67,211 at 6%; with 100% employer match about $75,613 at 4% or $50,408 at 6%. |
| 2002 | 1 | 14 | $0 | $0 | - |
| Helmke, Beams, Boyer & Wagner Employees Retirement Savings Plan | - | 14 | - | - | - |
| 2001 | 1 | 15 | $374,269 | $76,799 | $5,120iApproximate average salary by contribution assumption: employee only about $127,998 at 4% or $85,332 at 6%; with 50% employer match about $85,332 at 4% or $56,888 at 6%; with 100% employer match about $63,999 at 4% or $42,666 at 6%. |
| Helmke, Beams, Boyer & Wagner Employees Retirement Savings Plan | - | 15 | $374,269 | $76,799 | $5,120iApproximate average salary by contribution assumption: employee only about $127,998 at 4% or $85,332 at 6%; with 50% employer match about $85,332 at 4% or $56,888 at 6%; with 100% employer match about $63,999 at 4% or $42,666 at 6%. |
| 2000 | 1 | 14 | $355,951 | $58,830 | $4,202iApproximate average salary by contribution assumption: employee only about $105,054 at 4% or $70,036 at 6%; with 50% employer match about $70,036 at 4% or $46,690 at 6%; with 100% employer match about $52,527 at 4% or $35,018 at 6%. |
| Helmke, Beams, Boyer & Wagner Employees Retirement Savings Plan | - | 14 | $355,951 | $58,830 | $4,202iApproximate average salary by contribution assumption: employee only about $105,054 at 4% or $70,036 at 6%; with 50% employer match about $70,036 at 4% or $46,690 at 6%; with 100% employer match about $52,527 at 4% or $35,018 at 6%. |
| 1999 | 1 | 12 | $354,375 | $59,533 | $4,961iApproximate average salary by contribution assumption: employee only about $124,027 at 4% or $82,685 at 6%; with 50% employer match about $82,685 at 4% or $55,123 at 6%; with 100% employer match about $62,014 at 4% or $41,342 at 6%. |
| Helmke, Beams, Boyer & Wagner Employees Retirement Savings Plan | - | 12 | $354,375 | $59,533 | $4,961iApproximate average salary by contribution assumption: employee only about $124,027 at 4% or $82,685 at 6%; with 50% employer match about $82,685 at 4% or $55,123 at 6%; with 100% employer match about $62,014 at 4% or $41,342 at 6%. |