Civic Intelligence

Helmholdt & Company LLP

Plan context: Helmholdt & Company LLP 401K Plan

EIN 38-2627062 • Grand Rapids, MI • 26 filings • 5 plans

5940 Tahoe Drive SEGrand Rapids, MI 49546
Current Snapshot

Latest Year

2024

2024 Participants

27

2024 Assets

$7,097,822

2024 Contributions

$344,939

Historical Graphs

Total Assets Over Time

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

$10,329,038$5,164,519$0199920132024YearValue
$7,097,822Latest year 2024

Participants Over Time

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

30150199920122024YearValue
27Latest year 2024

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
2024127$7,097,822$344,939$12,776iApproximate average salary by contribution assumption: employee only about $319,388 at 4% or $212,925 at 6%; with 50% employer match about $212,925 at 4% or $141,950 at 6%; with 100% employer match about $159,694 at 4% or $106,463 at 6%.
Helmholdt & Company LLP 401K Plan-27$7,097,822$344,939$12,776iApproximate average salary by contribution assumption: employee only about $319,388 at 4% or $212,925 at 6%; with 50% employer match about $212,925 at 4% or $141,950 at 6%; with 100% employer match about $159,694 at 4% or $106,463 at 6%.
2023130$10,235,637$404,646$13,488iApproximate average salary by contribution assumption: employee only about $337,205 at 4% or $224,803 at 6%; with 50% employer match about $224,803 at 4% or $149,869 at 6%; with 100% employer match about $168,603 at 4% or $112,402 at 6%.
Helmholdt & Company LLP 401K Plan-30$10,235,637$404,646$13,488iApproximate average salary by contribution assumption: employee only about $337,205 at 4% or $224,803 at 6%; with 50% employer match about $224,803 at 4% or $149,869 at 6%; with 100% employer match about $168,603 at 4% or $112,402 at 6%.
2022127$8,144,170$437,354$16,198iApproximate average salary by contribution assumption: employee only about $404,957 at 4% or $269,972 at 6%; with 50% employer match about $269,972 at 4% or $179,981 at 6%; with 100% employer match about $202,479 at 4% or $134,986 at 6%.
Helmholdt & Company LLP 401K Plan-27$8,144,170$437,354$16,198iApproximate average salary by contribution assumption: employee only about $404,957 at 4% or $269,972 at 6%; with 50% employer match about $269,972 at 4% or $179,981 at 6%; with 100% employer match about $202,479 at 4% or $134,986 at 6%.
2021128$10,329,038$409,943$14,641iApproximate average salary by contribution assumption: employee only about $366,021 at 4% or $244,014 at 6%; with 50% employer match about $244,014 at 4% or $162,676 at 6%; with 100% employer match about $183,010 at 4% or $122,007 at 6%.
Helmholdt & Company LLP 401K Plan-28$10,329,038$409,943$14,641iApproximate average salary by contribution assumption: employee only about $366,021 at 4% or $244,014 at 6%; with 50% employer match about $244,014 at 4% or $162,676 at 6%; with 100% employer match about $183,010 at 4% or $122,007 at 6%.
2020127$8,630,945$407,062$15,076iApproximate average salary by contribution assumption: employee only about $376,909 at 4% or $251,273 at 6%; with 50% employer match about $251,273 at 4% or $167,515 at 6%; with 100% employer match about $188,455 at 4% or $125,636 at 6%.
Helmholdt & Company LLP 401K Plan-27$8,630,945$407,062$15,076iApproximate average salary by contribution assumption: employee only about $376,909 at 4% or $251,273 at 6%; with 50% employer match about $251,273 at 4% or $167,515 at 6%; with 100% employer match about $188,455 at 4% or $125,636 at 6%.
2019125$6,292,953$323,190$12,928iApproximate average salary by contribution assumption: employee only about $323,190 at 4% or $215,460 at 6%; with 50% employer match about $215,460 at 4% or $143,640 at 6%; with 100% employer match about $161,595 at 4% or $107,730 at 6%.
Helmholdt & Company LLP 401K Plan-25$6,292,953$323,190$12,928iApproximate average salary by contribution assumption: employee only about $323,190 at 4% or $215,460 at 6%; with 50% employer match about $215,460 at 4% or $143,640 at 6%; with 100% employer match about $161,595 at 4% or $107,730 at 6%.
2018126$5,463,380$304,580$11,715iApproximate average salary by contribution assumption: employee only about $292,865 at 4% or $195,244 at 6%; with 50% employer match about $195,244 at 4% or $130,162 at 6%; with 100% employer match about $146,433 at 4% or $97,622 at 6%.
Helmholdt & Company LLP 401K Plan-26$5,463,380$304,580$11,715iApproximate average salary by contribution assumption: employee only about $292,865 at 4% or $195,244 at 6%; with 50% employer match about $195,244 at 4% or $130,162 at 6%; with 100% employer match about $146,433 at 4% or $97,622 at 6%.
2017125$5,779,015$294,393$11,776iApproximate average salary by contribution assumption: employee only about $294,393 at 4% or $196,262 at 6%; with 50% employer match about $196,262 at 4% or $130,841 at 6%; with 100% employer match about $147,197 at 4% or $98,131 at 6%.
Helmholdt & Company LLP 401K Plan-25$5,779,015$294,393$11,776iApproximate average salary by contribution assumption: employee only about $294,393 at 4% or $196,262 at 6%; with 50% employer match about $196,262 at 4% or $130,841 at 6%; with 100% employer match about $147,197 at 4% or $98,131 at 6%.
2016126$5,103,151$301,065$11,579iApproximate average salary by contribution assumption: employee only about $289,486 at 4% or $192,990 at 6%; with 50% employer match about $192,990 at 4% or $128,660 at 6%; with 100% employer match about $144,743 at 4% or $96,495 at 6%.
Helmholdt & Company LLP 401K Plan-26$5,103,151$301,065$11,579iApproximate average salary by contribution assumption: employee only about $289,486 at 4% or $192,990 at 6%; with 50% employer match about $192,990 at 4% or $128,660 at 6%; with 100% employer match about $144,743 at 4% or $96,495 at 6%.
2015130$4,426,799$279,114$9,304iApproximate average salary by contribution assumption: employee only about $232,595 at 4% or $155,063 at 6%; with 50% employer match about $155,063 at 4% or $103,376 at 6%; with 100% employer match about $116,297 at 4% or $77,532 at 6%.
Helmholdt & Company LLP 401K Plan-30$4,426,799$279,114$9,304iApproximate average salary by contribution assumption: employee only about $232,595 at 4% or $155,063 at 6%; with 50% employer match about $155,063 at 4% or $103,376 at 6%; with 100% employer match about $116,297 at 4% or $77,532 at 6%.
2014130$4,403,648$373,460$12,449iApproximate average salary by contribution assumption: employee only about $311,217 at 4% or $207,478 at 6%; with 50% employer match about $207,478 at 4% or $138,319 at 6%; with 100% employer match about $155,608 at 4% or $103,739 at 6%.
Helmholdt & Company LLP 401K Plan-30$4,403,648$373,460$12,449iApproximate average salary by contribution assumption: employee only about $311,217 at 4% or $207,478 at 6%; with 50% employer match about $207,478 at 4% or $138,319 at 6%; with 100% employer match about $155,608 at 4% or $103,739 at 6%.
2013127$3,796,845$273,979$10,147iApproximate average salary by contribution assumption: employee only about $253,684 at 4% or $169,123 at 6%; with 50% employer match about $169,123 at 4% or $112,749 at 6%; with 100% employer match about $126,842 at 4% or $84,561 at 6%.
Helmholdt & Company LLP 401K Plan-27$3,796,845$273,979$10,147iApproximate average salary by contribution assumption: employee only about $253,684 at 4% or $169,123 at 6%; with 50% employer match about $169,123 at 4% or $112,749 at 6%; with 100% employer match about $126,842 at 4% or $84,561 at 6%.
2012125$2,889,941$254,281$10,171iApproximate average salary by contribution assumption: employee only about $254,281 at 4% or $169,521 at 6%; with 50% employer match about $169,521 at 4% or $113,014 at 6%; with 100% employer match about $127,141 at 4% or $84,760 at 6%.
Helmholdt & Company LLP 401K Plan-25$2,889,941$254,281$10,171iApproximate average salary by contribution assumption: employee only about $254,281 at 4% or $169,521 at 6%; with 50% employer match about $169,521 at 4% or $113,014 at 6%; with 100% employer match about $127,141 at 4% or $84,760 at 6%.
2011125$2,437,085$259,240$10,370iApproximate average salary by contribution assumption: employee only about $259,240 at 4% or $172,827 at 6%; with 50% employer match about $172,827 at 4% or $115,218 at 6%; with 100% employer match about $129,620 at 4% or $86,413 at 6%.
Helmholdt & Company LLP 401K Plan-25$2,437,085$259,240$10,370iApproximate average salary by contribution assumption: employee only about $259,240 at 4% or $172,827 at 6%; with 50% employer match about $172,827 at 4% or $115,218 at 6%; with 100% employer match about $129,620 at 4% or $86,413 at 6%.
2010125$2,331,433$223,864$8,955iApproximate average salary by contribution assumption: employee only about $223,864 at 4% or $149,243 at 6%; with 50% employer match about $149,243 at 4% or $99,495 at 6%; with 100% employer match about $111,932 at 4% or $74,621 at 6%.
Helmholdt & Company LLP 401K Plan-25$2,331,433$223,864$8,955iApproximate average salary by contribution assumption: employee only about $223,864 at 4% or $149,243 at 6%; with 50% employer match about $149,243 at 4% or $99,495 at 6%; with 100% employer match about $111,932 at 4% or $74,621 at 6%.
2009129$1,937,421$222,678$7,679iApproximate average salary by contribution assumption: employee only about $191,964 at 4% or $127,976 at 6%; with 50% employer match about $127,976 at 4% or $85,317 at 6%; with 100% employer match about $95,982 at 4% or $63,988 at 6%.
Helmholdt & Company LLP 401K Plan-29$1,937,421$222,678$7,679iApproximate average salary by contribution assumption: employee only about $191,964 at 4% or $127,976 at 6%; with 50% employer match about $127,976 at 4% or $85,317 at 6%; with 100% employer match about $95,982 at 4% or $63,988 at 6%.
2008127$1,538,687$212,362$7,865iApproximate average salary by contribution assumption: employee only about $196,631 at 4% or $131,088 at 6%; with 50% employer match about $131,088 at 4% or $87,392 at 6%; with 100% employer match about $98,316 at 4% or $65,544 at 6%.
Helmholdt & Company LLP 401K Plan-27$1,538,687$212,362$7,865iApproximate average salary by contribution assumption: employee only about $196,631 at 4% or $131,088 at 6%; with 50% employer match about $131,088 at 4% or $87,392 at 6%; with 100% employer match about $98,316 at 4% or $65,544 at 6%.
2007128$0$0-
Helmholdt & Company LLP 401K Plan-28---
2006126$1,642,580$217,433$8,363iApproximate average salary by contribution assumption: employee only about $209,070 at 4% or $139,380 at 6%; with 50% employer match about $139,380 at 4% or $92,920 at 6%; with 100% employer match about $104,535 at 4% or $69,690 at 6%.
Helmholdt & Company LLP 401K Plan-26$1,642,580$217,433$8,363iApproximate average salary by contribution assumption: employee only about $209,070 at 4% or $139,380 at 6%; with 50% employer match about $139,380 at 4% or $92,920 at 6%; with 100% employer match about $104,535 at 4% or $69,690 at 6%.
2005130$1,359,500$184,178$6,139iApproximate average salary by contribution assumption: employee only about $153,482 at 4% or $102,321 at 6%; with 50% employer match about $102,321 at 4% or $68,214 at 6%; with 100% employer match about $76,741 at 4% or $51,161 at 6%.
Helmholdt & Company LLP 401K Plan-30$1,359,500$184,178$6,139iApproximate average salary by contribution assumption: employee only about $153,482 at 4% or $102,321 at 6%; with 50% employer match about $102,321 at 4% or $68,214 at 6%; with 100% employer match about $76,741 at 4% or $51,161 at 6%.
2004127$1,055,866$153,183$5,673iApproximate average salary by contribution assumption: employee only about $141,836 at 4% or $94,557 at 6%; with 50% employer match about $94,557 at 4% or $63,038 at 6%; with 100% employer match about $70,918 at 4% or $47,279 at 6%.
Helmholdt & Company LLP 401K Plan-27$1,055,866$153,183$5,673iApproximate average salary by contribution assumption: employee only about $141,836 at 4% or $94,557 at 6%; with 50% employer match about $94,557 at 4% or $63,038 at 6%; with 100% employer match about $70,918 at 4% or $47,279 at 6%.
2003127$831,619$128,955$4,776iApproximate average salary by contribution assumption: employee only about $119,403 at 4% or $79,602 at 6%; with 50% employer match about $79,602 at 4% or $53,068 at 6%; with 100% employer match about $59,701 at 4% or $39,801 at 6%.
Helmholdt & Company LLP 401K Plan-27$831,619$128,955$4,776iApproximate average salary by contribution assumption: employee only about $119,403 at 4% or $79,602 at 6%; with 50% employer match about $79,602 at 4% or $53,068 at 6%; with 100% employer match about $59,701 at 4% or $39,801 at 6%.
2002124$642,448$133,848$5,577iApproximate average salary by contribution assumption: employee only about $139,425 at 4% or $92,950 at 6%; with 50% employer match about $92,950 at 4% or $61,967 at 6%; with 100% employer match about $69,713 at 4% or $46,475 at 6%.
Helmholdt & Company LLP 401K Plan-24$642,448$133,848$5,577iApproximate average salary by contribution assumption: employee only about $139,425 at 4% or $92,950 at 6%; with 50% employer match about $92,950 at 4% or $61,967 at 6%; with 100% employer match about $69,713 at 4% or $46,475 at 6%.
2001124$0$0-
Helmholdt & Company LLP 401K Plan-24---
2000127$0$0-
Helmholdt & Company LLP 401K Plan-27---
1999127$796,188$114,632$4,246iApproximate average salary by contribution assumption: employee only about $106,141 at 4% or $70,760 at 6%; with 50% employer match about $70,760 at 4% or $47,174 at 6%; with 100% employer match about $53,070 at 4% or $35,380 at 6%.
Helmholdt & Company LLP 401K Plan-27$796,188$114,632$4,246iApproximate average salary by contribution assumption: employee only about $106,141 at 4% or $70,760 at 6%; with 50% employer match about $70,760 at 4% or $47,174 at 6%; with 100% employer match about $53,070 at 4% or $35,380 at 6%.