Verhelst C.P.A., S.C.
Plan context: Verhelst C.P.A., S.C. 401(K) Safe Harbor Plan
EIN 46-3779293 • Oregon, WI • 12 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
8
2024 Assets
$3,128,292
2024 Contributions
$86,770
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 8 | $3,128,292 | $86,770 | $10,846iApproximate average salary by contribution assumption: employee only about $271,156 at 4% or $180,771 at 6%; with 50% employer match about $180,771 at 4% or $120,514 at 6%; with 100% employer match about $135,578 at 4% or $90,385 at 6%. |
| Verhelst C.P.A., S.C. 401(K) Safe Harbor Plan | - | 8 | $3,128,292 | $86,770 | $10,846iApproximate average salary by contribution assumption: employee only about $271,156 at 4% or $180,771 at 6%; with 50% employer match about $180,771 at 4% or $120,514 at 6%; with 100% employer match about $135,578 at 4% or $90,385 at 6%. |
| 2023 | 1 | 8 | $2,705,987 | $78,274 | $9,784iApproximate average salary by contribution assumption: employee only about $244,606 at 4% or $163,071 at 6%; with 50% employer match about $163,071 at 4% or $108,714 at 6%; with 100% employer match about $122,303 at 4% or $81,535 at 6%. |
| Verhelst C.P.A., S.C. 401(K) Safe Harbor Plan | - | 8 | $2,705,987 | $78,274 | $9,784iApproximate average salary by contribution assumption: employee only about $244,606 at 4% or $163,071 at 6%; with 50% employer match about $163,071 at 4% or $108,714 at 6%; with 100% employer match about $122,303 at 4% or $81,535 at 6%. |
| 2022 | 1 | 8 | $2,216,709 | $79,788 | $9,974iApproximate average salary by contribution assumption: employee only about $249,338 at 4% or $166,225 at 6%; with 50% employer match about $166,225 at 4% or $110,817 at 6%; with 100% employer match about $124,669 at 4% or $83,113 at 6%. |
| Verhelst C.P.A., S.C. 401(K) Safe Harbor Plan | - | 8 | $2,216,709 | $79,788 | $9,974iApproximate average salary by contribution assumption: employee only about $249,338 at 4% or $166,225 at 6%; with 50% employer match about $166,225 at 4% or $110,817 at 6%; with 100% employer match about $124,669 at 4% or $83,113 at 6%. |
| 2021 | 1 | 8 | $2,572,148 | $58,647 | $7,331iApproximate average salary by contribution assumption: employee only about $183,272 at 4% or $122,181 at 6%; with 50% employer match about $122,181 at 4% or $81,454 at 6%; with 100% employer match about $91,636 at 4% or $61,091 at 6%. |
| Verhelst C.P.A., S.C. 401(K) Safe Harbor Plan | - | 8 | $2,572,148 | $58,647 | $7,331iApproximate average salary by contribution assumption: employee only about $183,272 at 4% or $122,181 at 6%; with 50% employer match about $122,181 at 4% or $81,454 at 6%; with 100% employer match about $91,636 at 4% or $61,091 at 6%. |
| 2020 | 1 | 9 | $2,155,213 | $59,848 | $6,650iApproximate average salary by contribution assumption: employee only about $166,244 at 4% or $110,830 at 6%; with 50% employer match about $110,830 at 4% or $73,886 at 6%; with 100% employer match about $83,122 at 4% or $55,415 at 6%. |
| Verhelst C.P.A., S.C. 401(K) Safe Harbor Plan | - | 9 | $2,155,213 | $59,848 | $6,650iApproximate average salary by contribution assumption: employee only about $166,244 at 4% or $110,830 at 6%; with 50% employer match about $110,830 at 4% or $73,886 at 6%; with 100% employer match about $83,122 at 4% or $55,415 at 6%. |
| 2019 | 1 | 9 | $1,779,181 | $55,558 | $6,173iApproximate average salary by contribution assumption: employee only about $154,328 at 4% or $102,885 at 6%; with 50% employer match about $102,885 at 4% or $68,590 at 6%; with 100% employer match about $77,164 at 4% or $51,443 at 6%. |
| Verhelst C.P.A., S.C. 401(K) Safe Harbor Plan | - | 9 | $1,779,181 | $55,558 | $6,173iApproximate average salary by contribution assumption: employee only about $154,328 at 4% or $102,885 at 6%; with 50% employer match about $102,885 at 4% or $68,590 at 6%; with 100% employer match about $77,164 at 4% or $51,443 at 6%. |
| 2018 | 1 | 8 | $1,484,365 | $41,821 | $5,228iApproximate average salary by contribution assumption: employee only about $130,691 at 4% or $87,127 at 6%; with 50% employer match about $87,127 at 4% or $58,085 at 6%; with 100% employer match about $65,345 at 4% or $43,564 at 6%. |
| Verhelst C.P.A., S.C. 401(K) Safe Harbor Plan | - | 8 | $1,484,365 | $41,821 | $5,228iApproximate average salary by contribution assumption: employee only about $130,691 at 4% or $87,127 at 6%; with 50% employer match about $87,127 at 4% or $58,085 at 6%; with 100% employer match about $65,345 at 4% or $43,564 at 6%. |
| 2017 | 1 | 7 | $1,575,420 | $640,162 | $91,452iApproximate average salary by contribution assumption: employee only about $2,286,293 at 4% or $1,524,195 at 6%; with 50% employer match about $1,524,195 at 4% or $1,016,130 at 6%; with 100% employer match about $1,143,146 at 4% or $762,098 at 6%. |
| Verhelst C.P.A., S.C. 401(K) Safe Harbor Plan | - | 7 | $1,575,420 | $640,162 | $91,452iApproximate average salary by contribution assumption: employee only about $2,286,293 at 4% or $1,524,195 at 6%; with 50% employer match about $1,524,195 at 4% or $1,016,130 at 6%; with 100% employer match about $1,143,146 at 4% or $762,098 at 6%. |
| 2016 | 1 | 9 | $1,343,496 | $52,116 | $5,791iApproximate average salary by contribution assumption: employee only about $144,767 at 4% or $96,511 at 6%; with 50% employer match about $96,511 at 4% or $64,341 at 6%; with 100% employer match about $72,383 at 4% or $48,256 at 6%. |
| Verhelst C.P.A., S.C. 401(K) Safe Harbor Plan | - | 9 | $1,343,496 | $52,116 | $5,791iApproximate average salary by contribution assumption: employee only about $144,767 at 4% or $96,511 at 6%; with 50% employer match about $96,511 at 4% or $64,341 at 6%; with 100% employer match about $72,383 at 4% or $48,256 at 6%. |
| 2015 | 1 | 11 | $1,266,598 | $59,050 | $5,368iApproximate average salary by contribution assumption: employee only about $134,205 at 4% or $89,470 at 6%; with 50% employer match about $89,470 at 4% or $59,646 at 6%; with 100% employer match about $67,102 at 4% or $44,735 at 6%. |
| Verhelst C.P.A., S.C. 401(K) Safe Harbor Plan | - | 11 | $1,266,598 | $59,050 | $5,368iApproximate average salary by contribution assumption: employee only about $134,205 at 4% or $89,470 at 6%; with 50% employer match about $89,470 at 4% or $59,646 at 6%; with 100% employer match about $67,102 at 4% or $44,735 at 6%. |
| 2014 | 1 | 11 | $1,342,451 | $100,916 | $9,174iApproximate average salary by contribution assumption: employee only about $229,355 at 4% or $152,903 at 6%; with 50% employer match about $152,903 at 4% or $101,935 at 6%; with 100% employer match about $114,677 at 4% or $76,452 at 6%. |
| Verhelst C.P.A., S.C. 401(K) Safe Harbor Plan | - | 11 | $1,342,451 | $100,916 | $9,174iApproximate average salary by contribution assumption: employee only about $229,355 at 4% or $152,903 at 6%; with 50% employer match about $152,903 at 4% or $101,935 at 6%; with 100% employer match about $114,677 at 4% or $76,452 at 6%. |
| 2013 | 1 | 10 | $1,172,030 | $69,850 | $6,985iApproximate average salary by contribution assumption: employee only about $174,625 at 4% or $116,417 at 6%; with 50% employer match about $116,417 at 4% or $77,611 at 6%; with 100% employer match about $87,313 at 4% or $58,208 at 6%. |
| Verhelst C.P.A., S.C. 401(K) Safe Harbor Plan | - | 10 | $1,172,030 | $69,850 | $6,985iApproximate average salary by contribution assumption: employee only about $174,625 at 4% or $116,417 at 6%; with 50% employer match about $116,417 at 4% or $77,611 at 6%; with 100% employer match about $87,313 at 4% or $58,208 at 6%. |