Civic Intelligence

Helgeson Funeral Chapels Co

Plan context: Helgeson Funeral Chapels Co 401(K) P/S Plan

EIN 41-0879050 • Roseau, MN • 41 filings • 9 plans

1207 3rd St NERoseau, MN 56751
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$496,282

2025 Contributions

$52,656

Historical Graphs

Total Assets Over Time

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

$2,159,876$1,079,938$0199920122025YearValue
$496,282Latest year 2025

Participants Over Time

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

840199920122025YearValue
7Latest 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
202517$496,282$52,656$7,522iApproximate average salary by contribution assumption: employee only about $188,057 at 4% or $125,371 at 6%; with 50% employer match about $125,371 at 4% or $83,581 at 6%; with 100% employer match about $94,029 at 4% or $62,686 at 6%.
Helgeson Funeral Chapels Co 401(K) P/S Plan-7$496,282$52,656$7,522iApproximate average salary by contribution assumption: employee only about $188,057 at 4% or $125,371 at 6%; with 50% employer match about $125,371 at 4% or $83,581 at 6%; with 100% employer match about $94,029 at 4% or $62,686 at 6%.
202416$377,632$54,355$9,059iApproximate average salary by contribution assumption: employee only about $226,479 at 4% or $150,986 at 6%; with 50% employer match about $150,986 at 4% or $100,657 at 6%; with 100% employer match about $113,240 at 4% or $75,493 at 6%.
Helgeson Funeral Chapels Co 401(K) P/S Plan-6$377,632$54,355$9,059iApproximate average salary by contribution assumption: employee only about $226,479 at 4% or $150,986 at 6%; with 50% employer match about $150,986 at 4% or $100,657 at 6%; with 100% employer match about $113,240 at 4% or $75,493 at 6%.
202316$300,334$40,666$6,778iApproximate average salary by contribution assumption: employee only about $169,442 at 4% or $112,961 at 6%; with 50% employer match about $112,961 at 4% or $75,307 at 6%; with 100% employer match about $84,721 at 4% or $56,481 at 6%.
Helgeson Funeral Chapels Co 401(K) P/S Plan-6$300,334$40,666$6,778iApproximate average salary by contribution assumption: employee only about $169,442 at 4% or $112,961 at 6%; with 50% employer match about $112,961 at 4% or $75,307 at 6%; with 100% employer match about $84,721 at 4% or $56,481 at 6%.
202216$240,178$33,659$5,610iApproximate average salary by contribution assumption: employee only about $140,246 at 4% or $93,497 at 6%; with 50% employer match about $93,497 at 4% or $62,331 at 6%; with 100% employer match about $70,123 at 4% or $46,749 at 6%.
Helgeson Funeral Chapels Co 401(K) P/S Plan-6$240,178$33,659$5,610iApproximate average salary by contribution assumption: employee only about $140,246 at 4% or $93,497 at 6%; with 50% employer match about $93,497 at 4% or $62,331 at 6%; with 100% employer match about $70,123 at 4% or $46,749 at 6%.
202115$257,081$36,984$7,397iApproximate average salary by contribution assumption: employee only about $184,920 at 4% or $123,280 at 6%; with 50% employer match about $123,280 at 4% or $82,187 at 6%; with 100% employer match about $92,460 at 4% or $61,640 at 6%.
Helgeson Funeral Chapels Co 401(K) P/S Plan-5$257,081$36,984$7,397iApproximate average salary by contribution assumption: employee only about $184,920 at 4% or $123,280 at 6%; with 50% employer match about $123,280 at 4% or $82,187 at 6%; with 100% employer match about $92,460 at 4% or $61,640 at 6%.
202017$1,176,586$56,016$8,002iApproximate average salary by contribution assumption: employee only about $200,057 at 4% or $133,371 at 6%; with 50% employer match about $133,371 at 4% or $88,914 at 6%; with 100% employer match about $100,029 at 4% or $66,686 at 6%.
Helgeson Funeral Chapels Co 401(K) P/S Plan-7$1,176,586$56,016$8,002iApproximate average salary by contribution assumption: employee only about $200,057 at 4% or $133,371 at 6%; with 50% employer match about $133,371 at 4% or $88,914 at 6%; with 100% employer match about $100,029 at 4% or $66,686 at 6%.
201917$997,459$40,529$5,790iApproximate average salary by contribution assumption: employee only about $144,746 at 4% or $96,498 at 6%; with 50% employer match about $96,498 at 4% or $64,332 at 6%; with 100% employer match about $72,373 at 4% or $48,249 at 6%.
Helgeson Funeral Chapels Co 401(K) P/S Plan-7$997,459$40,529$5,790iApproximate average salary by contribution assumption: employee only about $144,746 at 4% or $96,498 at 6%; with 50% employer match about $96,498 at 4% or $64,332 at 6%; with 100% employer match about $72,373 at 4% or $48,249 at 6%.
201818$1,265,863$40,498$5,062iApproximate average salary by contribution assumption: employee only about $126,556 at 4% or $84,371 at 6%; with 50% employer match about $84,371 at 4% or $56,247 at 6%; with 100% employer match about $63,278 at 4% or $42,185 at 6%.
Helgeson Funeral Chapels Co 401(K) P/S Plan-8$1,265,863$40,498$5,062iApproximate average salary by contribution assumption: employee only about $126,556 at 4% or $84,371 at 6%; with 50% employer match about $84,371 at 4% or $56,247 at 6%; with 100% employer match about $63,278 at 4% or $42,185 at 6%.
201717$1,334,677$42,922$6,132iApproximate average salary by contribution assumption: employee only about $153,293 at 4% or $102,195 at 6%; with 50% employer match about $102,195 at 4% or $68,130 at 6%; with 100% employer match about $76,646 at 4% or $51,098 at 6%.
Helgeson Funeral Chapels Co 401(K) P/S Plan-7$1,334,677$42,922$6,132iApproximate average salary by contribution assumption: employee only about $153,293 at 4% or $102,195 at 6%; with 50% employer match about $102,195 at 4% or $68,130 at 6%; with 100% employer match about $76,646 at 4% or $51,098 at 6%.
201618$1,108,765$46,547$5,818iApproximate average salary by contribution assumption: employee only about $145,459 at 4% or $96,973 at 6%; with 50% employer match about $96,973 at 4% or $64,649 at 6%; with 100% employer match about $72,730 at 4% or $48,486 at 6%.
Helgeson Funeral Chapels Co 401(K) P/S Plan-8$1,108,765$46,547$5,818iApproximate average salary by contribution assumption: employee only about $145,459 at 4% or $96,973 at 6%; with 50% employer match about $96,973 at 4% or $64,649 at 6%; with 100% employer match about $72,730 at 4% or $48,486 at 6%.
201517$965,871$46,456$6,637iApproximate average salary by contribution assumption: employee only about $165,914 at 4% or $110,610 at 6%; with 50% employer match about $110,610 at 4% or $73,740 at 6%; with 100% employer match about $82,957 at 4% or $55,305 at 6%.
Helgeson Funeral Chapels Co 401(K) P/S Plan-7$965,871$46,456$6,637iApproximate average salary by contribution assumption: employee only about $165,914 at 4% or $110,610 at 6%; with 50% employer match about $110,610 at 4% or $73,740 at 6%; with 100% employer match about $82,957 at 4% or $55,305 at 6%.
201416$939,446$45,456$7,576iApproximate average salary by contribution assumption: employee only about $189,400 at 4% or $126,267 at 6%; with 50% employer match about $126,267 at 4% or $84,178 at 6%; with 100% employer match about $94,700 at 4% or $63,133 at 6%.
Helgeson Funeral Chapels Co 401(K) P/S Plan-6$939,446$45,456$7,576iApproximate average salary by contribution assumption: employee only about $189,400 at 4% or $126,267 at 6%; with 50% employer match about $126,267 at 4% or $84,178 at 6%; with 100% employer match about $94,700 at 4% or $63,133 at 6%.
201316$844,418$45,189$7,532iApproximate average salary by contribution assumption: employee only about $188,288 at 4% or $125,525 at 6%; with 50% employer match about $125,525 at 4% or $83,683 at 6%; with 100% employer match about $94,144 at 4% or $62,763 at 6%.
Helgeson Funeral Chapels Co 401(K) P/S Plan-6$844,418$45,189$7,532iApproximate average salary by contribution assumption: employee only about $188,288 at 4% or $125,525 at 6%; with 50% employer match about $125,525 at 4% or $83,683 at 6%; with 100% employer match about $94,144 at 4% or $62,763 at 6%.
201216$668,181$48,948$8,158iApproximate average salary by contribution assumption: employee only about $203,950 at 4% or $135,967 at 6%; with 50% employer match about $135,967 at 4% or $90,644 at 6%; with 100% employer match about $101,975 at 4% or $67,983 at 6%.
Helgeson Funeral Chapels Co 401(K) P/S Plan-6$668,181$48,948$8,158iApproximate average salary by contribution assumption: employee only about $203,950 at 4% or $135,967 at 6%; with 50% employer match about $135,967 at 4% or $90,644 at 6%; with 100% employer match about $101,975 at 4% or $67,983 at 6%.
201125$553,305$330,666$66,133iApproximate average salary by contribution assumption: employee only about $1,653,330 at 4% or $1,102,220 at 6%; with 50% employer match about $1,102,220 at 4% or $734,813 at 6%; with 100% employer match about $826,665 at 4% or $551,110 at 6%.
Helgeson Funeral Chapels Co 401(K) P/S Plan-5$553,305$330,666$66,133iApproximate average salary by contribution assumption: employee only about $1,653,330 at 4% or $1,102,220 at 6%; with 50% employer match about $1,102,220 at 4% or $734,813 at 6%; with 100% employer match about $826,665 at 4% or $551,110 at 6%.
Helgeson Funeral Chapels Inc. Profit Sharing Plan-0$0--
201027$1,073,570$37,345$5,335iApproximate average salary by contribution assumption: employee only about $133,375 at 4% or $88,917 at 6%; with 50% employer match about $88,917 at 4% or $59,278 at 6%; with 100% employer match about $66,688 at 4% or $44,458 at 6%.
Helgeson Funeral Chapels Inc. Profit Sharing Plan-7$838,183--
Helgeson Funeral Chapels Co 401(K) P/S Plan-5$235,387$37,345$7,469iApproximate average salary by contribution assumption: employee only about $186,725 at 4% or $124,483 at 6%; with 50% employer match about $124,483 at 4% or $82,989 at 6%; with 100% employer match about $93,363 at 4% or $62,242 at 6%.
200927$1,044,749$28,385$4,055iApproximate average salary by contribution assumption: employee only about $101,375 at 4% or $67,583 at 6%; with 50% employer match about $67,583 at 4% or $45,056 at 6%; with 100% employer match about $50,688 at 4% or $33,792 at 6%.
Helgeson Funeral Chapels Inc. Profit Sharing Plan-7$842,329$0-
Helgeson Funeral Chapels Co 401(K) P/S Plan-6$202,420$28,385$4,731iApproximate average salary by contribution assumption: employee only about $118,271 at 4% or $78,847 at 6%; with 50% employer match about $78,847 at 4% or $52,565 at 6%; with 100% employer match about $59,135 at 4% or $39,424 at 6%.
200826$941,505$42,052$7,009iApproximate average salary by contribution assumption: employee only about $175,217 at 4% or $116,811 at 6%; with 50% employer match about $116,811 at 4% or $77,874 at 6%; with 100% employer match about $87,608 at 4% or $58,406 at 6%.
Helgeson Funeral Chapels Inc. Profit Sharing Plan-6$807,554--
Helgeson Funeral Chapels Co 401(K) P/S Plan-6$133,951$42,052$7,009iApproximate average salary by contribution assumption: employee only about $175,217 at 4% or $116,811 at 6%; with 50% employer match about $116,811 at 4% or $77,874 at 6%; with 100% employer match about $87,608 at 4% or $58,406 at 6%.
200726$157,829$51,536$8,589iApproximate average salary by contribution assumption: employee only about $214,733 at 4% or $143,156 at 6%; with 50% employer match about $143,156 at 4% or $95,437 at 6%; with 100% employer match about $107,367 at 4% or $71,578 at 6%.
Helgeson Funeral Chapels Co 401(K) P/S Plan-5$157,829$51,536$10,307iApproximate average salary by contribution assumption: employee only about $257,680 at 4% or $171,787 at 6%; with 50% employer match about $171,787 at 4% or $114,524 at 6%; with 100% employer match about $128,840 at 4% or $85,893 at 6%.
Helgeson Funeral Chapels Inc. Profit Sharing Plan-6---
200626$1,560,141$45,037$7,506iApproximate average salary by contribution assumption: employee only about $187,654 at 4% or $125,103 at 6%; with 50% employer match about $125,103 at 4% or $83,402 at 6%; with 100% employer match about $93,827 at 4% or $62,551 at 6%.
Helgeson Funeral Chapels Inc. Profit Sharing Plan-6$1,454,509--
Helgeson Funeral Chapels Co 401(K) P/S Plan-5$105,632$45,037$9,007iApproximate average salary by contribution assumption: employee only about $225,185 at 4% or $150,123 at 6%; with 50% employer match about $150,123 at 4% or $100,082 at 6%; with 100% employer match about $112,593 at 4% or $75,062 at 6%.
200526$1,546,390$49,156$8,193iApproximate average salary by contribution assumption: employee only about $204,817 at 4% or $136,544 at 6%; with 50% employer match about $136,544 at 4% or $91,030 at 6%; with 100% employer match about $102,408 at 4% or $68,272 at 6%.
Helgeson Funeral Chapels Inc. Profit Sharing Plan-5$1,485,779$9,540$1,908iApproximate average salary by contribution assumption: employee only about $47,700 at 4% or $31,800 at 6%; with 50% employer match about $31,800 at 4% or $21,200 at 6%; with 100% employer match about $23,850 at 4% or $15,900 at 6%.
Helgeson Funeral Chapels Co 401(K) P/S Plan-6$60,611$39,616$6,603iApproximate average salary by contribution assumption: employee only about $165,067 at 4% or $110,044 at 6%; with 50% employer match about $110,044 at 4% or $73,363 at 6%; with 100% employer match about $82,533 at 4% or $55,022 at 6%.
200436$1,520,808$19,226$3,204iApproximate average salary by contribution assumption: employee only about $80,108 at 4% or $53,406 at 6%; with 50% employer match about $53,406 at 4% or $35,604 at 6%; with 100% employer match about $40,054 at 4% or $26,703 at 6%.
Helgeson Funeral Chapels Inc. Profit Sharing Plan-4$1,503,563$1,566$392iApproximate average salary by contribution assumption: employee only about $9,788 at 4% or $6,525 at 6%; with 50% employer match about $6,525 at 4% or $4,350 at 6%; with 100% employer match about $4,894 at 4% or $3,263 at 6%.
Helgeson Funeral Chapels Co 401(K) P/S Plan-6$17,245$16,166$2,694iApproximate average salary by contribution assumption: employee only about $67,358 at 4% or $44,906 at 6%; with 50% employer match about $44,906 at 4% or $29,937 at 6%; with 100% employer match about $33,679 at 4% or $22,453 at 6%.
Helgeson Funeral Chapels Co 401(K) P/S Plan-0-$1,494-
200324$1,317,970$40,508$10,127iApproximate average salary by contribution assumption: employee only about $253,175 at 4% or $168,783 at 6%; with 50% employer match about $168,783 at 4% or $112,522 at 6%; with 100% employer match about $126,588 at 4% or $84,392 at 6%.
Helgeson Funeral Chapels Inc. Profit Sharing Plan-4$704,959$27,698$6,925iApproximate average salary by contribution assumption: employee only about $173,113 at 4% or $115,408 at 6%; with 50% employer match about $115,408 at 4% or $76,939 at 6%; with 100% employer match about $86,556 at 4% or $57,704 at 6%.
Helgeson Funeral Chapels Co 401(K) P/S Plan-4$613,011$12,810$3,203iApproximate average salary by contribution assumption: employee only about $80,063 at 4% or $53,375 at 6%; with 50% employer match about $53,375 at 4% or $35,583 at 6%; with 100% employer match about $40,031 at 4% or $26,688 at 6%.
200225$1,128,281$52,853$10,571iApproximate average salary by contribution assumption: employee only about $264,265 at 4% or $176,177 at 6%; with 50% employer match about $176,177 at 4% or $117,451 at 6%; with 100% employer match about $132,133 at 4% or $88,088 at 6%.
Helgeson Funeral Chapels Inc. Profit Sharing Plan-5$590,283$35,283$7,057iApproximate average salary by contribution assumption: employee only about $176,415 at 4% or $117,610 at 6%; with 50% employer match about $117,610 at 4% or $78,407 at 6%; with 100% employer match about $88,208 at 4% or $58,805 at 6%.
Helgeson Funeral Chapels Co 401(K) P/S Plan-5$537,998$17,570$3,514iApproximate average salary by contribution assumption: employee only about $87,850 at 4% or $58,567 at 6%; with 50% employer match about $58,567 at 4% or $39,044 at 6%; with 100% employer match about $43,925 at 4% or $29,283 at 6%.
200125$544,847$11,969$2,394iApproximate average salary by contribution assumption: employee only about $59,845 at 4% or $39,897 at 6%; with 50% employer match about $39,897 at 4% or $26,598 at 6%; with 100% employer match about $29,923 at 4% or $19,948 at 6%.
Helgeson Funeral Chapels Co 401(K) P/S Plan-5$544,847$11,969$2,394iApproximate average salary by contribution assumption: employee only about $59,845 at 4% or $39,897 at 6%; with 50% employer match about $39,897 at 4% or $26,598 at 6%; with 100% employer match about $29,923 at 4% or $19,948 at 6%.
Helgeson Funeral Chapels Inc. Profit Sharing Plan-5---
200025$1,137,436$62,530$12,506iApproximate average salary by contribution assumption: employee only about $312,650 at 4% or $208,433 at 6%; with 50% employer match about $208,433 at 4% or $138,956 at 6%; with 100% employer match about $156,325 at 4% or $104,217 at 6%.
Helgeson Funeral Chapels Inc. Profit Sharing Plan-5$595,819$41,331$8,266iApproximate average salary by contribution assumption: employee only about $206,655 at 4% or $137,770 at 6%; with 50% employer match about $137,770 at 4% or $91,847 at 6%; with 100% employer match about $103,328 at 4% or $68,885 at 6%.
Helgeson Funeral Chapels Co 401(K) P/S Plan-5$541,617$21,199$4,240iApproximate average salary by contribution assumption: employee only about $105,995 at 4% or $70,663 at 6%; with 50% employer match about $70,663 at 4% or $47,109 at 6%; with 100% employer match about $52,998 at 4% or $35,332 at 6%.
199926$2,159,876$65,857$10,976iApproximate average salary by contribution assumption: employee only about $274,404 at 4% or $182,936 at 6%; with 50% employer match about $182,936 at 4% or $121,957 at 6%; with 100% employer match about $137,202 at 4% or $91,468 at 6%.
Helgeson Funeral Chapels Co 401(K) P/S Plan-6$1,114,429$24,379$4,063iApproximate average salary by contribution assumption: employee only about $101,579 at 4% or $67,719 at 6%; with 50% employer match about $67,719 at 4% or $45,146 at 6%; with 100% employer match about $50,790 at 4% or $33,860 at 6%.
Helgeson Funeral Chapels Inc. Profit Sharing Plan-6$1,045,447$41,478$6,913iApproximate average salary by contribution assumption: employee only about $172,825 at 4% or $115,217 at 6%; with 50% employer match about $115,217 at 4% or $76,811 at 6%; with 100% employer match about $86,413 at 4% or $57,608 at 6%.