Helein & Associates PC.
Plan context: Helein & Associates PC. 401K Profit Sharing Plan
EIN 52-1850650 • 6 filings • 2 plans
Current Snapshot
Latest Year
2004
2004 Participants
6
2004 Assets
$252,683
2004 Contributions
$47,545
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 |
|---|---|---|---|---|---|
| 2004 | 1 | 6 | $252,683 | $47,545 | $7,924iApproximate average salary by contribution assumption: employee only about $198,104 at 4% or $132,069 at 6%; with 50% employer match about $132,069 at 4% or $88,046 at 6%; with 100% employer match about $99,052 at 4% or $66,035 at 6%. |
| Helein & Associates PC. 401K Profit Sharing Plan | - | 6 | $252,683 | $47,545 | $7,924iApproximate average salary by contribution assumption: employee only about $198,104 at 4% or $132,069 at 6%; with 50% employer match about $132,069 at 4% or $88,046 at 6%; with 100% employer match about $99,052 at 4% or $66,035 at 6%. |
| 2003 | 1 | 6 | $0 | $0 | - |
| Helein & Associates PC. 401K Profit Sharing Plan | - | 6 | - | - | - |
| 2002 | 1 | 7 | $347,487 | $86,287 | $12,327iApproximate average salary by contribution assumption: employee only about $308,168 at 4% or $205,445 at 6%; with 50% employer match about $205,445 at 4% or $136,963 at 6%; with 100% employer match about $154,084 at 4% or $102,723 at 6%. |
| Helein & Associates PC. 401K Profit Sharing Plan | - | 7 | $347,487 | $86,287 | $12,327iApproximate average salary by contribution assumption: employee only about $308,168 at 4% or $205,445 at 6%; with 50% employer match about $205,445 at 4% or $136,963 at 6%; with 100% employer match about $154,084 at 4% or $102,723 at 6%. |
| 2001 | 1 | 11 | $359,485 | $99,103 | $9,009iApproximate average salary by contribution assumption: employee only about $225,234 at 4% or $150,156 at 6%; with 50% employer match about $150,156 at 4% or $100,104 at 6%; with 100% employer match about $112,617 at 4% or $75,078 at 6%. |
| Helein & Associates PC. 401K Profit Sharing Plan | - | 11 | $359,485 | $99,103 | $9,009iApproximate average salary by contribution assumption: employee only about $225,234 at 4% or $150,156 at 6%; with 50% employer match about $150,156 at 4% or $100,104 at 6%; with 100% employer match about $112,617 at 4% or $75,078 at 6%. |
| 2000 | 1 | 11 | $350,998 | $68,567 | $6,233iApproximate average salary by contribution assumption: employee only about $155,834 at 4% or $103,889 at 6%; with 50% employer match about $103,889 at 4% or $69,260 at 6%; with 100% employer match about $77,917 at 4% or $51,945 at 6%. |
| Helein & Associates PC. 401K Profit Sharing Plan | - | 11 | $350,998 | $68,567 | $6,233iApproximate average salary by contribution assumption: employee only about $155,834 at 4% or $103,889 at 6%; with 50% employer match about $103,889 at 4% or $69,260 at 6%; with 100% employer match about $77,917 at 4% or $51,945 at 6%. |
| 1999 | 1 | 12 | $401,122 | $74,851 | $6,238iApproximate average salary by contribution assumption: employee only about $155,940 at 4% or $103,960 at 6%; with 50% employer match about $103,960 at 4% or $69,306 at 6%; with 100% employer match about $77,970 at 4% or $51,980 at 6%. |
| Helein & Associates PC. 401K Profit Sharing Plan | - | 12 | $401,122 | $74,851 | $6,238iApproximate average salary by contribution assumption: employee only about $155,940 at 4% or $103,960 at 6%; with 50% employer match about $103,960 at 4% or $69,306 at 6%; with 100% employer match about $77,970 at 4% or $51,980 at 6%. |