Current Snapshot
Latest Year
2025
2025 Participants
10
2025 Assets
$266,629
2025 Contributions
$24,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 10 | $266,629 | $24,000 | $2,400iApproximate average salary by contribution assumption: employee only about $60,000 at 4% or $40,000 at 6%; with 50% employer match about $40,000 at 4% or $26,667 at 6%; with 100% employer match about $30,000 at 4% or $20,000 at 6%. |
| Helo 401(K) Plan | - | 10 | $266,629 | $24,000 | $2,400iApproximate average salary by contribution assumption: employee only about $60,000 at 4% or $40,000 at 6%; with 50% employer match about $40,000 at 4% or $26,667 at 6%; with 100% employer match about $30,000 at 4% or $20,000 at 6%. |
| 2024 | 1 | 12 | $244,336 | $39,661 | $3,305iApproximate average salary by contribution assumption: employee only about $82,627 at 4% or $55,085 at 6%; with 50% employer match about $55,085 at 4% or $36,723 at 6%; with 100% employer match about $41,314 at 4% or $27,542 at 6%. |
| Helo 401(K) Plan | - | 12 | $244,336 | $39,661 | $3,305iApproximate average salary by contribution assumption: employee only about $82,627 at 4% or $55,085 at 6%; with 50% employer match about $55,085 at 4% or $36,723 at 6%; with 100% employer match about $41,314 at 4% or $27,542 at 6%. |
| 2023 | 1 | 11 | $181,955 | $113,077 | $10,280iApproximate average salary by contribution assumption: employee only about $256,993 at 4% or $171,329 at 6%; with 50% employer match about $171,329 at 4% or $114,219 at 6%; with 100% employer match about $128,497 at 4% or $85,664 at 6%. |
| Helo 401(K) Plan | - | 11 | $181,955 | $113,077 | $10,280iApproximate average salary by contribution assumption: employee only about $256,993 at 4% or $171,329 at 6%; with 50% employer match about $171,329 at 4% or $114,219 at 6%; with 100% employer match about $128,497 at 4% or $85,664 at 6%. |
| 2022 | 1 | 9 | $92,643 | $94,897 | $10,544iApproximate average salary by contribution assumption: employee only about $263,603 at 4% or $175,735 at 6%; with 50% employer match about $175,735 at 4% or $117,157 at 6%; with 100% employer match about $131,801 at 4% or $87,868 at 6%. |
| Helo 401(K) Plan | - | 9 | $92,643 | $94,897 | $10,544iApproximate average salary by contribution assumption: employee only about $263,603 at 4% or $175,735 at 6%; with 50% employer match about $175,735 at 4% or $117,157 at 6%; with 100% employer match about $131,801 at 4% or $87,868 at 6%. |