Civic Intelligence

Helmer and Associates

Plan context: Helmers and Associates Profit Sharing and 401(K) Plan

EIN 38-3694754 • Plano, TX • 22 filings • 4 plans

7404 White Castle LanePO Box 250291Plano, TX 75025
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$10,830,786

2025 Contributions

$359,759

Historical Graphs

Total Assets Over Time

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

$10,830,786$5,415,393$0200420152025YearValue
$10,830,786Latest year 2025

Participants Over Time

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

840200420142025YearValue
8Latest year 2025

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
202518$10,830,786$359,759$44,970iApproximate average salary by contribution assumption: employee only about $1,124,247 at 4% or $749,498 at 6%; with 50% employer match about $749,498 at 4% or $499,665 at 6%; with 100% employer match about $562,123 at 4% or $374,749 at 6%.
Helmers and Associates Profit Sharing and 401(K) Plan-8$10,830,786$359,759$44,970iApproximate average salary by contribution assumption: employee only about $1,124,247 at 4% or $749,498 at 6%; with 50% employer match about $749,498 at 4% or $499,665 at 6%; with 100% employer match about $562,123 at 4% or $374,749 at 6%.
202418$9,079,231$339,850$42,481iApproximate average salary by contribution assumption: employee only about $1,062,031 at 4% or $708,021 at 6%; with 50% employer match about $708,021 at 4% or $472,014 at 6%; with 100% employer match about $531,016 at 4% or $354,010 at 6%.
Helmers and Associates Profit Sharing and 401(K) Plan-8$9,079,231$339,850$42,481iApproximate average salary by contribution assumption: employee only about $1,062,031 at 4% or $708,021 at 6%; with 50% employer match about $708,021 at 4% or $472,014 at 6%; with 100% employer match about $531,016 at 4% or $354,010 at 6%.
202318$7,317,874$320,943$40,118iApproximate average salary by contribution assumption: employee only about $1,002,947 at 4% or $668,631 at 6%; with 50% employer match about $668,631 at 4% or $445,754 at 6%; with 100% employer match about $501,473 at 4% or $334,316 at 6%.
Helmers and Associates Profit Sharing and 401(K) Plan-8$7,317,874$320,943$40,118iApproximate average salary by contribution assumption: employee only about $1,002,947 at 4% or $668,631 at 6%; with 50% employer match about $668,631 at 4% or $445,754 at 6%; with 100% employer match about $501,473 at 4% or $334,316 at 6%.
202218$5,697,867$299,644$37,456iApproximate average salary by contribution assumption: employee only about $936,388 at 4% or $624,258 at 6%; with 50% employer match about $624,258 at 4% or $416,172 at 6%; with 100% employer match about $468,194 at 4% or $312,129 at 6%.
Helmers and Associates Profit Sharing and 401(K) Plan-8$5,697,867$299,644$37,456iApproximate average salary by contribution assumption: employee only about $936,388 at 4% or $624,258 at 6%; with 50% employer match about $624,258 at 4% or $416,172 at 6%; with 100% employer match about $468,194 at 4% or $312,129 at 6%.
202110$6,519,849$283,687-
Helmers and Associates Profit Sharing and 401(K) Plan-0$6,519,849$283,687-
202017$5,375,486$277,275$39,611iApproximate average salary by contribution assumption: employee only about $990,268 at 4% or $660,179 at 6%; with 50% employer match about $660,179 at 4% or $440,119 at 6%; with 100% employer match about $495,134 at 4% or $330,089 at 6%.
Helmers and Associates Profit Sharing and 401(K) Plan-7$5,375,486$277,275$39,611iApproximate average salary by contribution assumption: employee only about $990,268 at 4% or $660,179 at 6%; with 50% employer match about $660,179 at 4% or $440,119 at 6%; with 100% employer match about $495,134 at 4% or $330,089 at 6%.
201917$4,317,083$262,635$37,519iApproximate average salary by contribution assumption: employee only about $937,982 at 4% or $625,321 at 6%; with 50% employer match about $625,321 at 4% or $416,881 at 6%; with 100% employer match about $468,991 at 4% or $312,661 at 6%.
Helmers and Associates Profit Sharing and 401(K) Plan-7$4,317,083$262,635$37,519iApproximate average salary by contribution assumption: employee only about $937,982 at 4% or $625,321 at 6%; with 50% employer match about $625,321 at 4% or $416,881 at 6%; with 100% employer match about $468,991 at 4% or $312,661 at 6%.
201817$3,397,635$219,699$31,386iApproximate average salary by contribution assumption: employee only about $784,639 at 4% or $523,093 at 6%; with 50% employer match about $523,093 at 4% or $348,729 at 6%; with 100% employer match about $392,320 at 4% or $261,546 at 6%.
Helmers and Associates Profit Sharing and 401(K) Plan-7$3,397,635$219,699$31,386iApproximate average salary by contribution assumption: employee only about $784,639 at 4% or $523,093 at 6%; with 50% employer match about $523,093 at 4% or $348,729 at 6%; with 100% employer match about $392,320 at 4% or $261,546 at 6%.
201716$3,361,803$236,050$39,342iApproximate average salary by contribution assumption: employee only about $983,542 at 4% or $655,694 at 6%; with 50% employer match about $655,694 at 4% or $437,130 at 6%; with 100% employer match about $491,771 at 4% or $327,847 at 6%.
Helmers and Associates Profit Sharing and 401(K) Plan-6$3,361,803$236,050$39,342iApproximate average salary by contribution assumption: employee only about $983,542 at 4% or $655,694 at 6%; with 50% employer match about $655,694 at 4% or $437,130 at 6%; with 100% employer match about $491,771 at 4% or $327,847 at 6%.
201616$2,706,254$210,666$35,111iApproximate average salary by contribution assumption: employee only about $877,775 at 4% or $585,183 at 6%; with 50% employer match about $585,183 at 4% or $390,122 at 6%; with 100% employer match about $438,888 at 4% or $292,592 at 6%.
Helmers and Associates Profit Sharing and 401(K) Plan-6$2,706,254$210,666$35,111iApproximate average salary by contribution assumption: employee only about $877,775 at 4% or $585,183 at 6%; with 50% employer match about $585,183 at 4% or $390,122 at 6%; with 100% employer match about $438,888 at 4% or $292,592 at 6%.
201515$2,345,897$127,572$25,514iApproximate average salary by contribution assumption: employee only about $637,860 at 4% or $425,240 at 6%; with 50% employer match about $425,240 at 4% or $283,493 at 6%; with 100% employer match about $318,930 at 4% or $212,620 at 6%.
Helmers and Associates Profit Sharing and 401(K) Plan-5$2,345,897$127,572$25,514iApproximate average salary by contribution assumption: employee only about $637,860 at 4% or $425,240 at 6%; with 50% employer match about $425,240 at 4% or $283,493 at 6%; with 100% employer match about $318,930 at 4% or $212,620 at 6%.
201415$2,637,750$190,680$38,136iApproximate average salary by contribution assumption: employee only about $953,400 at 4% or $635,600 at 6%; with 50% employer match about $635,600 at 4% or $423,733 at 6%; with 100% employer match about $476,700 at 4% or $317,800 at 6%.
Helmers and Associates Profit Sharing and 401(K) Plan-5$2,637,750$190,680$38,136iApproximate average salary by contribution assumption: employee only about $953,400 at 4% or $635,600 at 6%; with 50% employer match about $635,600 at 4% or $423,733 at 6%; with 100% employer match about $476,700 at 4% or $317,800 at 6%.
201314$2,252,806$180,007$45,002iApproximate average salary by contribution assumption: employee only about $1,125,044 at 4% or $750,029 at 6%; with 50% employer match about $750,029 at 4% or $500,019 at 6%; with 100% employer match about $562,522 at 4% or $375,015 at 6%.
Helmers and Associates Profit Sharing and 401(K) Plan-4$2,252,806$180,007$45,002iApproximate average salary by contribution assumption: employee only about $1,125,044 at 4% or $750,029 at 6%; with 50% employer match about $750,029 at 4% or $500,019 at 6%; with 100% employer match about $562,522 at 4% or $375,015 at 6%.
201214$1,648,608$152,903$38,226iApproximate average salary by contribution assumption: employee only about $955,644 at 4% or $637,096 at 6%; with 50% employer match about $637,096 at 4% or $424,731 at 6%; with 100% employer match about $477,822 at 4% or $318,548 at 6%.
Helmers and Associates Profit Sharing and 401(K) Plan-4$1,648,608$152,903$38,226iApproximate average salary by contribution assumption: employee only about $955,644 at 4% or $637,096 at 6%; with 50% employer match about $637,096 at 4% or $424,731 at 6%; with 100% employer match about $477,822 at 4% or $318,548 at 6%.
201115$1,305,414$148,525$29,705iApproximate average salary by contribution assumption: employee only about $742,625 at 4% or $495,083 at 6%; with 50% employer match about $495,083 at 4% or $330,056 at 6%; with 100% employer match about $371,313 at 4% or $247,542 at 6%.
Helmers and Associates Profit Sharing and 401(K) Plan-5$1,305,414$148,525$29,705iApproximate average salary by contribution assumption: employee only about $742,625 at 4% or $495,083 at 6%; with 50% employer match about $495,083 at 4% or $330,056 at 6%; with 100% employer match about $371,313 at 4% or $247,542 at 6%.
201015$1,262,360$145,296$29,059iApproximate average salary by contribution assumption: employee only about $726,480 at 4% or $484,320 at 6%; with 50% employer match about $484,320 at 4% or $322,880 at 6%; with 100% employer match about $363,240 at 4% or $242,160 at 6%.
Helmers and Associates Profit Sharing and 401(K) Plan-5$1,262,360$145,296$29,059iApproximate average salary by contribution assumption: employee only about $726,480 at 4% or $484,320 at 6%; with 50% employer match about $484,320 at 4% or $322,880 at 6%; with 100% employer match about $363,240 at 4% or $242,160 at 6%.
200915$990,137$153,144$30,629iApproximate average salary by contribution assumption: employee only about $765,720 at 4% or $510,480 at 6%; with 50% employer match about $510,480 at 4% or $340,320 at 6%; with 100% employer match about $382,860 at 4% or $255,240 at 6%.
Helmers and Associates Profit Sharing and 401(K) Plan-5$990,137$153,144$30,629iApproximate average salary by contribution assumption: employee only about $765,720 at 4% or $510,480 at 6%; with 50% employer match about $510,480 at 4% or $340,320 at 6%; with 100% employer match about $382,860 at 4% or $255,240 at 6%.
200815$661,476$195,773$39,155iApproximate average salary by contribution assumption: employee only about $978,865 at 4% or $652,577 at 6%; with 50% employer match about $652,577 at 4% or $435,051 at 6%; with 100% employer match about $489,433 at 4% or $326,288 at 6%.
Helmers and Associates Profit Sharing and 401(K) Plan-5$661,476$195,773$39,155iApproximate average salary by contribution assumption: employee only about $978,865 at 4% or $652,577 at 6%; with 50% employer match about $652,577 at 4% or $435,051 at 6%; with 100% employer match about $489,433 at 4% or $326,288 at 6%.
200715$910,611$197,139$39,428iApproximate average salary by contribution assumption: employee only about $985,695 at 4% or $657,130 at 6%; with 50% employer match about $657,130 at 4% or $438,087 at 6%; with 100% employer match about $492,848 at 4% or $328,565 at 6%.
Helmers and Associates Profit Sharing and 401(K) Plan-5$910,611$197,139$39,428iApproximate average salary by contribution assumption: employee only about $985,695 at 4% or $657,130 at 6%; with 50% employer match about $657,130 at 4% or $438,087 at 6%; with 100% employer match about $492,848 at 4% or $328,565 at 6%.
200616$692,061$208,930$34,822iApproximate average salary by contribution assumption: employee only about $870,542 at 4% or $580,361 at 6%; with 50% employer match about $580,361 at 4% or $386,907 at 6%; with 100% employer match about $435,271 at 4% or $290,181 at 6%.
Helmers and Associates Profit Sharing and 401(K) Plan-6$692,061$208,930$34,822iApproximate average salary by contribution assumption: employee only about $870,542 at 4% or $580,361 at 6%; with 50% employer match about $580,361 at 4% or $386,907 at 6%; with 100% employer match about $435,271 at 4% or $290,181 at 6%.
200516$406,521$200,619$33,437iApproximate average salary by contribution assumption: employee only about $835,913 at 4% or $557,275 at 6%; with 50% employer match about $557,275 at 4% or $371,517 at 6%; with 100% employer match about $417,956 at 4% or $278,638 at 6%.
Helmers and Associates Profit Sharing and 401(K) Plan-6$406,521$200,619$33,437iApproximate average salary by contribution assumption: employee only about $835,913 at 4% or $557,275 at 6%; with 50% employer match about $557,275 at 4% or $371,517 at 6%; with 100% employer match about $417,956 at 4% or $278,638 at 6%.
200416$217,290$199,763$33,294iApproximate average salary by contribution assumption: employee only about $832,346 at 4% or $554,897 at 6%; with 50% employer match about $554,897 at 4% or $369,931 at 6%; with 100% employer match about $416,173 at 4% or $277,449 at 6%.
Helmers and Associates Profit Sharing and 401(K) Plan-6$217,290$199,763$33,294iApproximate average salary by contribution assumption: employee only about $832,346 at 4% or $554,897 at 6%; with 50% employer match about $554,897 at 4% or $369,931 at 6%; with 100% employer match about $416,173 at 4% or $277,449 at 6%.