Civic Intelligence

Helios Quantitative Research LLC

Plan context: Helios Quantitative Research LLC 401(K) Plan

EIN 45-2649494 • Granite Bay, CA • 7 filings • 1 plans

8757 Auburn Folsom Road, Suite 2371Granite Bay, CA 95746-0365
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$1,576,401

2024 Contributions

$214,065

Historical Graphs

Total Assets Over Time

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

$1,576,401$788,201$0201820212024YearValue
$1,576,401Latest year 2024

Participants Over Time

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

1580201820212024YearValue
12Latest 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
2024112$1,576,401$214,065$17,839iApproximate average salary by contribution assumption: employee only about $445,969 at 4% or $297,313 at 6%; with 50% employer match about $297,313 at 4% or $198,208 at 6%; with 100% employer match about $222,984 at 4% or $148,656 at 6%.
Helios Quantitative Research LLC 401(K) Plan-12$1,576,401$214,065$17,839iApproximate average salary by contribution assumption: employee only about $445,969 at 4% or $297,313 at 6%; with 50% employer match about $297,313 at 4% or $198,208 at 6%; with 100% employer match about $222,984 at 4% or $148,656 at 6%.
2023111$1,120,638$300,299$27,300iApproximate average salary by contribution assumption: employee only about $682,498 at 4% or $454,998 at 6%; with 50% employer match about $454,998 at 4% or $303,332 at 6%; with 100% employer match about $341,249 at 4% or $227,499 at 6%.
Helios Quantitative Research LLC 401(K) Plan-11$1,120,638$300,299$27,300iApproximate average salary by contribution assumption: employee only about $682,498 at 4% or $454,998 at 6%; with 50% employer match about $454,998 at 4% or $303,332 at 6%; with 100% employer match about $341,249 at 4% or $227,499 at 6%.
202210$933,630$239,081-
Helios Quantitative Research LLC 401(K) Plan-0$933,630$239,081-
2021115$997,188$273,864$18,258iApproximate average salary by contribution assumption: employee only about $456,440 at 4% or $304,293 at 6%; with 50% employer match about $304,293 at 4% or $202,862 at 6%; with 100% employer match about $228,220 at 4% or $152,147 at 6%.
Helios Quantitative Research LLC 401(K) Plan-15$997,188$273,864$18,258iApproximate average salary by contribution assumption: employee only about $456,440 at 4% or $304,293 at 6%; with 50% employer match about $304,293 at 4% or $202,862 at 6%; with 100% employer match about $228,220 at 4% or $152,147 at 6%.
2020113$623,539$180,303$13,869iApproximate average salary by contribution assumption: employee only about $346,737 at 4% or $231,158 at 6%; with 50% employer match about $231,158 at 4% or $154,105 at 6%; with 100% employer match about $173,368 at 4% or $115,579 at 6%.
Helios Quantitative Research LLC 401(K) Plan-13$623,539$180,303$13,869iApproximate average salary by contribution assumption: employee only about $346,737 at 4% or $231,158 at 6%; with 50% employer match about $231,158 at 4% or $154,105 at 6%; with 100% employer match about $173,368 at 4% or $115,579 at 6%.
201918$389,465$117,544$14,693iApproximate average salary by contribution assumption: employee only about $367,325 at 4% or $244,883 at 6%; with 50% employer match about $244,883 at 4% or $163,256 at 6%; with 100% employer match about $183,663 at 4% or $122,442 at 6%.
Helios Quantitative Research LLC 401(K) Plan-8$389,465$117,544$14,693iApproximate average salary by contribution assumption: employee only about $367,325 at 4% or $244,883 at 6%; with 50% employer match about $244,883 at 4% or $163,256 at 6%; with 100% employer match about $183,663 at 4% or $122,442 at 6%.
201815$210,730$64,095$12,819iApproximate average salary by contribution assumption: employee only about $320,475 at 4% or $213,650 at 6%; with 50% employer match about $213,650 at 4% or $142,433 at 6%; with 100% employer match about $160,238 at 4% or $106,825 at 6%.
Helios Quantitative Research LLC 401(K) Plan-5$210,730$64,095$12,819iApproximate average salary by contribution assumption: employee only about $320,475 at 4% or $213,650 at 6%; with 50% employer match about $213,650 at 4% or $142,433 at 6%; with 100% employer match about $160,238 at 4% or $106,825 at 6%.