Civic Intelligence

Barry H. Helfand, P.A.

Plan context: Barry H. Helfand, P.A. Profit Sharing Plan

EIN 52-1211358 • Rockville, MD • 23 filings • 1 plans

110 N. Washington St #502Rockville, MD 20850-2235
Current Snapshot

Latest Year

2022

2022 Participants

1

2022 Assets

$3,873,177

2022 Contributions

$40,182

Historical Graphs

Total Assets Over Time

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

$5,546,919$2,773,460$0200020132021YearValue
$3,873,177Latest year 2021

Participants Over Time

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

420200020102021YearValue
1Latest year 2021

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
202210$0$0-
Barry H. Helfand, P.A. Profit Sharing Plan-0---
202111$3,873,177$0-
Barry H. Helfand, P.A. Profit Sharing Plan-1$3,873,177--
202011$4,147,845$0-
Barry H. Helfand, P.A. Profit Sharing Plan-1$4,147,845--
201911$3,585,292$0-
Barry H. Helfand, P.A. Profit Sharing Plan-1$3,585,292--
201811$3,790,306$0-
Barry H. Helfand, P.A. Profit Sharing Plan-1$3,790,306--
201711$3,872,949$0-
Barry H. Helfand, P.A. Profit Sharing Plan-1$3,872,949--
201611$3,924,063$0-
Barry H. Helfand, P.A. Profit Sharing Plan-1$3,924,063--
201510$3,985,767$0-
Barry H. Helfand, P.A. Profit Sharing Plan--$3,985,767--
201411$4,224,139$0-
Barry H. Helfand, P.A. Profit Sharing Plan-1$4,224,139--
201311$5,511,859$0-
Barry H. Helfand, P.A. Profit Sharing Plan-1$5,511,859--
201211$5,362,133$0-
Barry H. Helfand, P.A. Profit Sharing Plan-1$5,362,133--
201113$5,546,919$40,182$13,394iApproximate average salary by contribution assumption: employee only about $334,850 at 4% or $223,233 at 6%; with 50% employer match about $223,233 at 4% or $148,822 at 6%; with 100% employer match about $167,425 at 4% or $111,617 at 6%.
Barry H. Helfand, P.A. Profit Sharing Plan-3$5,546,919$40,182$13,394iApproximate average salary by contribution assumption: employee only about $334,850 at 4% or $223,233 at 6%; with 50% employer match about $223,233 at 4% or $148,822 at 6%; with 100% employer match about $167,425 at 4% or $111,617 at 6%.
201013$5,527,380$38,295$12,765iApproximate average salary by contribution assumption: employee only about $319,125 at 4% or $212,750 at 6%; with 50% employer match about $212,750 at 4% or $141,833 at 6%; with 100% employer match about $159,563 at 4% or $106,375 at 6%.
Barry H. Helfand, P.A. Profit Sharing Plan-3$5,527,380$38,295$12,765iApproximate average salary by contribution assumption: employee only about $319,125 at 4% or $212,750 at 6%; with 50% employer match about $212,750 at 4% or $141,833 at 6%; with 100% employer match about $159,563 at 4% or $106,375 at 6%.
200913$5,180,741$38,295$12,765iApproximate average salary by contribution assumption: employee only about $319,125 at 4% or $212,750 at 6%; with 50% employer match about $212,750 at 4% or $141,833 at 6%; with 100% employer match about $159,563 at 4% or $106,375 at 6%.
Barry H. Helfand, P.A. Profit Sharing Plan-3$5,180,741$38,295$12,765iApproximate average salary by contribution assumption: employee only about $319,125 at 4% or $212,750 at 6%; with 50% employer match about $212,750 at 4% or $141,833 at 6%; with 100% employer match about $159,563 at 4% or $106,375 at 6%.
200813$4,437,578$37,091$12,364iApproximate average salary by contribution assumption: employee only about $309,092 at 4% or $206,061 at 6%; with 50% employer match about $206,061 at 4% or $137,374 at 6%; with 100% employer match about $154,546 at 4% or $103,031 at 6%.
Barry H. Helfand, P.A. Profit Sharing Plan-3$4,437,578$37,091$12,364iApproximate average salary by contribution assumption: employee only about $309,092 at 4% or $206,061 at 6%; with 50% employer match about $206,061 at 4% or $137,374 at 6%; with 100% employer match about $154,546 at 4% or $103,031 at 6%.
200713$0$0-
Barry H. Helfand, P.A. Profit Sharing Plan-3---
200613$5,146,576$32,538$10,846iApproximate average salary by contribution assumption: employee only about $271,150 at 4% or $180,767 at 6%; with 50% employer match about $180,767 at 4% or $120,511 at 6%; with 100% employer match about $135,575 at 4% or $90,383 at 6%.
Barry H. Helfand, P.A. Profit Sharing Plan-3$5,146,576$32,538$10,846iApproximate average salary by contribution assumption: employee only about $271,150 at 4% or $180,767 at 6%; with 50% employer match about $180,767 at 4% or $120,511 at 6%; with 100% employer match about $135,575 at 4% or $90,383 at 6%.
200513$4,535,434$29,459$9,820iApproximate average salary by contribution assumption: employee only about $245,492 at 4% or $163,661 at 6%; with 50% employer match about $163,661 at 4% or $109,107 at 6%; with 100% employer match about $122,746 at 4% or $81,831 at 6%.
Barry H. Helfand, P.A. Profit Sharing Plan-3$4,535,434$29,459$9,820iApproximate average salary by contribution assumption: employee only about $245,492 at 4% or $163,661 at 6%; with 50% employer match about $163,661 at 4% or $109,107 at 6%; with 100% employer match about $122,746 at 4% or $81,831 at 6%.
200414$0$0-
Barry H. Helfand, P.A. Profit Sharing Plan-4---
200314$4,161,153$31,494$7,874iApproximate average salary by contribution assumption: employee only about $196,838 at 4% or $131,225 at 6%; with 50% employer match about $131,225 at 4% or $87,483 at 6%; with 100% employer match about $98,419 at 4% or $65,613 at 6%.
Barry H. Helfand, P.A. Profit Sharing Plan-4$4,161,153$31,494$7,874iApproximate average salary by contribution assumption: employee only about $196,838 at 4% or $131,225 at 6%; with 50% employer match about $131,225 at 4% or $87,483 at 6%; with 100% employer match about $98,419 at 4% or $65,613 at 6%.
200213$0$0-
Barry H. Helfand, P.A. Profit Sharing Plan-3---
200113$0$0-
Barry H. Helfand, P.A. Profit Sharing Plan-3---
200014$3,139,390$25,038$6,260iApproximate average salary by contribution assumption: employee only about $156,488 at 4% or $104,325 at 6%; with 50% employer match about $104,325 at 4% or $69,550 at 6%; with 100% employer match about $78,244 at 4% or $52,163 at 6%.
Barry H. Helfand, P.A. Profit Sharing Plan-4$3,139,390$25,038$6,260iApproximate average salary by contribution assumption: employee only about $156,488 at 4% or $104,325 at 6%; with 50% employer match about $104,325 at 4% or $69,550 at 6%; with 100% employer match about $78,244 at 4% or $52,163 at 6%.