Civic Intelligence

Helmus & Baker Optometry Inc

Plan context: HELMUS OPTOMETRY 401(K) PLAN

EIN 46-1633661 • Davis, CA • 11 filings • 4 plans

353 2nd StreetDavis, CA 95616
Current Snapshot

Latest Year

2025

2025 Participants

38

2025 Assets

$939,711

2025 Contributions

$250,060

Historical Graphs

Total Assets Over Time

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

$939,711$469,856$0201520212025YearValue
$939,711Latest year 2025

Participants Over Time

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

39200201520212025YearValue
38Latest 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
2025138$939,711$250,060$6,581iApproximate average salary by contribution assumption: employee only about $164,513 at 4% or $109,675 at 6%; with 50% employer match about $109,675 at 4% or $73,117 at 6%; with 100% employer match about $82,257 at 4% or $54,838 at 6%.
HELMUS OPTOMETRY 401(K) PLAN-38$939,711$250,060$6,581iApproximate average salary by contribution assumption: employee only about $164,513 at 4% or $109,675 at 6%; with 50% employer match about $109,675 at 4% or $73,117 at 6%; with 100% employer match about $82,257 at 4% or $54,838 at 6%.
2024139$619,310$197,200$5,056iApproximate average salary by contribution assumption: employee only about $126,410 at 4% or $84,274 at 6%; with 50% employer match about $84,274 at 4% or $56,182 at 6%; with 100% employer match about $63,205 at 4% or $42,137 at 6%.
HELMUS OPTOMETRY 401(K) PLAN-39$619,310$197,200$5,056iApproximate average salary by contribution assumption: employee only about $126,410 at 4% or $84,274 at 6%; with 50% employer match about $84,274 at 4% or $56,182 at 6%; with 100% employer match about $63,205 at 4% or $42,137 at 6%.
2023134$372,480$172,246$5,066iApproximate average salary by contribution assumption: employee only about $126,651 at 4% or $84,434 at 6%; with 50% employer match about $84,434 at 4% or $56,290 at 6%; with 100% employer match about $63,326 at 4% or $42,217 at 6%.
HELMUS OPTOMETRY 401(K) PLAN-34$372,480$172,246$5,066iApproximate average salary by contribution assumption: employee only about $126,651 at 4% or $84,434 at 6%; with 50% employer match about $84,434 at 4% or $56,290 at 6%; with 100% employer match about $63,326 at 4% or $42,217 at 6%.
2022127$162,959$129,178$4,784iApproximate average salary by contribution assumption: employee only about $119,609 at 4% or $79,740 at 6%; with 50% employer match about $79,740 at 4% or $53,160 at 6%; with 100% employer match about $59,805 at 4% or $39,870 at 6%.
HELMUS OPTOMETRY 401(K) PLAN-27$162,959$129,178$4,784iApproximate average salary by contribution assumption: employee only about $119,609 at 4% or $79,740 at 6%; with 50% employer match about $79,740 at 4% or $53,160 at 6%; with 100% employer match about $59,805 at 4% or $39,870 at 6%.
2021122$59,701$58,412$2,655iApproximate average salary by contribution assumption: employee only about $66,377 at 4% or $44,252 at 6%; with 50% employer match about $44,252 at 4% or $29,501 at 6%; with 100% employer match about $33,189 at 4% or $22,126 at 6%.
HELMUS OPTOMETRY 401(K) PLAN-22$59,701$58,412$2,655iApproximate average salary by contribution assumption: employee only about $66,377 at 4% or $44,252 at 6%; with 50% employer match about $44,252 at 4% or $29,501 at 6%; with 100% employer match about $33,189 at 4% or $22,126 at 6%.
202010$0$34,246-
Helmus and Baker Optometry Inc 401 K Profit Sharing Plan Trust-0$0$34,246-
2019113$731,327$149,051$11,465iApproximate average salary by contribution assumption: employee only about $286,637 at 4% or $191,091 at 6%; with 50% employer match about $191,091 at 4% or $127,394 at 6%; with 100% employer match about $143,318 at 4% or $95,546 at 6%.
Helmus and Baker Optometry Inc 401 K Profit Sharing Plan Trust-13$731,327$149,051$11,465iApproximate average salary by contribution assumption: employee only about $286,637 at 4% or $191,091 at 6%; with 50% employer match about $191,091 at 4% or $127,394 at 6%; with 100% employer match about $143,318 at 4% or $95,546 at 6%.
2018119$514,026$161,506$8,500iApproximate average salary by contribution assumption: employee only about $212,508 at 4% or $141,672 at 6%; with 50% employer match about $141,672 at 4% or $94,448 at 6%; with 100% employer match about $106,254 at 4% or $70,836 at 6%.
Helmus and Baker Optometry Inc 401 K Profit Sharing Plan Trust-19$514,026$161,506$8,500iApproximate average salary by contribution assumption: employee only about $212,508 at 4% or $141,672 at 6%; with 50% employer match about $141,672 at 4% or $94,448 at 6%; with 100% employer match about $106,254 at 4% or $70,836 at 6%.
2017119$415,642$140,764$7,409iApproximate average salary by contribution assumption: employee only about $185,216 at 4% or $123,477 at 6%; with 50% employer match about $123,477 at 4% or $82,318 at 6%; with 100% employer match about $92,608 at 4% or $61,739 at 6%.
Helmus and Baker Optometry Inc 401 K Profit Sharing Plan Trust-19$415,642$140,764$7,409iApproximate average salary by contribution assumption: employee only about $185,216 at 4% or $123,477 at 6%; with 50% employer match about $123,477 at 4% or $82,318 at 6%; with 100% employer match about $92,608 at 4% or $61,739 at 6%.
2016115$219,832$132,811$8,854iApproximate average salary by contribution assumption: employee only about $221,352 at 4% or $147,568 at 6%; with 50% employer match about $147,568 at 4% or $98,379 at 6%; with 100% employer match about $110,676 at 4% or $73,784 at 6%.
Helmus and Baker Optometry Inc 401 K Profit Sharing Plan Trust-15$219,832$132,811$8,854iApproximate average salary by contribution assumption: employee only about $221,352 at 4% or $147,568 at 6%; with 50% employer match about $147,568 at 4% or $98,379 at 6%; with 100% employer match about $110,676 at 4% or $73,784 at 6%.
2015110$64,890$65,873$6,587iApproximate average salary by contribution assumption: employee only about $164,683 at 4% or $109,788 at 6%; with 50% employer match about $109,788 at 4% or $73,192 at 6%; with 100% employer match about $82,341 at 4% or $54,894 at 6%.
Helmus and Baker Optometry Inc 401 K Profit Sharing Plan Trust-10$64,890$65,873$6,587iApproximate average salary by contribution assumption: employee only about $164,683 at 4% or $109,788 at 6%; with 50% employer match about $109,788 at 4% or $73,192 at 6%; with 100% employer match about $82,341 at 4% or $54,894 at 6%.