Civic Intelligence

George a. Helm III, P.A.

Plan context: George a. Helm III, P.A. 401(K) Plan

EIN 61-1461206 • Lake Mary, FL • 13 filings • 1 plans

400 Colonial Center ParkwaySuite 220Lake Mary, FL 32746-2120
Current Snapshot

Latest Year

2025

2025 Participants

21

2025 Assets

$2,710,707

2025 Contributions

$292,914

Historical Graphs

Total Assets Over Time

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

$2,710,707$1,355,354$0201320192025YearValue
$2,710,707Latest year 2025

Participants Over Time

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

21110201320192025YearValue
21Latest 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
2025121$2,710,707$292,914$13,948iApproximate average salary by contribution assumption: employee only about $348,707 at 4% or $232,471 at 6%; with 50% employer match about $232,471 at 4% or $154,981 at 6%; with 100% employer match about $174,354 at 4% or $116,236 at 6%.
George a. Helm III, P.A. 401(K) Plan-21$2,710,707$292,914$13,948iApproximate average salary by contribution assumption: employee only about $348,707 at 4% or $232,471 at 6%; with 50% employer match about $232,471 at 4% or $154,981 at 6%; with 100% employer match about $174,354 at 4% or $116,236 at 6%.
2024118$2,249,091$244,246$13,569iApproximate average salary by contribution assumption: employee only about $339,231 at 4% or $226,154 at 6%; with 50% employer match about $226,154 at 4% or $150,769 at 6%; with 100% employer match about $169,615 at 4% or $113,077 at 6%.
George a. Helm III, P.A. 401(K) Plan-18$2,249,091$244,246$13,569iApproximate average salary by contribution assumption: employee only about $339,231 at 4% or $226,154 at 6%; with 50% employer match about $226,154 at 4% or $150,769 at 6%; with 100% employer match about $169,615 at 4% or $113,077 at 6%.
2023118$2,153,567$245,038$13,613iApproximate average salary by contribution assumption: employee only about $340,331 at 4% or $226,887 at 6%; with 50% employer match about $226,887 at 4% or $151,258 at 6%; with 100% employer match about $170,165 at 4% or $113,444 at 6%.
George a. Helm III, P.A. 401(K) Plan-18$2,153,567$245,038$13,613iApproximate average salary by contribution assumption: employee only about $340,331 at 4% or $226,887 at 6%; with 50% employer match about $226,887 at 4% or $151,258 at 6%; with 100% employer match about $170,165 at 4% or $113,444 at 6%.
2022118$2,424,731$228,309$12,684iApproximate average salary by contribution assumption: employee only about $317,096 at 4% or $211,397 at 6%; with 50% employer match about $211,397 at 4% or $140,931 at 6%; with 100% employer match about $158,548 at 4% or $105,699 at 6%.
George a. Helm III, P.A. 401(K) Plan-18$2,424,731$228,309$12,684iApproximate average salary by contribution assumption: employee only about $317,096 at 4% or $211,397 at 6%; with 50% employer match about $211,397 at 4% or $140,931 at 6%; with 100% employer match about $158,548 at 4% or $105,699 at 6%.
2021118$2,618,052$219,193$12,177iApproximate average salary by contribution assumption: employee only about $304,435 at 4% or $202,956 at 6%; with 50% employer match about $202,956 at 4% or $135,304 at 6%; with 100% employer match about $152,217 at 4% or $101,478 at 6%.
George a. Helm III, P.A. 401(K) Plan-18$2,618,052$219,193$12,177iApproximate average salary by contribution assumption: employee only about $304,435 at 4% or $202,956 at 6%; with 50% employer match about $202,956 at 4% or $135,304 at 6%; with 100% employer match about $152,217 at 4% or $101,478 at 6%.
2020114$2,072,506$186,706$13,336iApproximate average salary by contribution assumption: employee only about $333,404 at 4% or $222,269 at 6%; with 50% employer match about $222,269 at 4% or $148,179 at 6%; with 100% employer match about $166,702 at 4% or $111,135 at 6%.
George a. Helm III, P.A. 401(K) Plan-14$2,072,506$186,706$13,336iApproximate average salary by contribution assumption: employee only about $333,404 at 4% or $222,269 at 6%; with 50% employer match about $222,269 at 4% or $148,179 at 6%; with 100% employer match about $166,702 at 4% or $111,135 at 6%.
2019113$1,682,230$160,293$12,330iApproximate average salary by contribution assumption: employee only about $308,256 at 4% or $205,504 at 6%; with 50% employer match about $205,504 at 4% or $137,003 at 6%; with 100% employer match about $154,128 at 4% or $102,752 at 6%.
George a. Helm III, P.A. 401(K) Plan-13$1,682,230$160,293$12,330iApproximate average salary by contribution assumption: employee only about $308,256 at 4% or $205,504 at 6%; with 50% employer match about $205,504 at 4% or $137,003 at 6%; with 100% employer match about $154,128 at 4% or $102,752 at 6%.
2018114$1,323,358$126,570$9,041iApproximate average salary by contribution assumption: employee only about $226,018 at 4% or $150,679 at 6%; with 50% employer match about $150,679 at 4% or $100,452 at 6%; with 100% employer match about $113,009 at 4% or $75,339 at 6%.
George a. Helm III, P.A. 401(K) Plan-14$1,323,358$126,570$9,041iApproximate average salary by contribution assumption: employee only about $226,018 at 4% or $150,679 at 6%; with 50% employer match about $150,679 at 4% or $100,452 at 6%; with 100% employer match about $113,009 at 4% or $75,339 at 6%.
2017110$1,251,335$109,228$10,923iApproximate average salary by contribution assumption: employee only about $273,070 at 4% or $182,047 at 6%; with 50% employer match about $182,047 at 4% or $121,364 at 6%; with 100% employer match about $136,535 at 4% or $91,023 at 6%.
George a. Helm III, P.A. 401(K) Plan-10$1,251,335$109,228$10,923iApproximate average salary by contribution assumption: employee only about $273,070 at 4% or $182,047 at 6%; with 50% employer match about $182,047 at 4% or $121,364 at 6%; with 100% employer match about $136,535 at 4% or $91,023 at 6%.
2016111$1,042,870$116,227$10,566iApproximate average salary by contribution assumption: employee only about $264,152 at 4% or $176,102 at 6%; with 50% employer match about $176,102 at 4% or $117,401 at 6%; with 100% employer match about $132,076 at 4% or $88,051 at 6%.
George a. Helm III, P.A. 401(K) Plan-11$1,042,870$116,227$10,566iApproximate average salary by contribution assumption: employee only about $264,152 at 4% or $176,102 at 6%; with 50% employer match about $176,102 at 4% or $117,401 at 6%; with 100% employer match about $132,076 at 4% or $88,051 at 6%.
2015110$856,968$106,865$10,687iApproximate average salary by contribution assumption: employee only about $267,163 at 4% or $178,108 at 6%; with 50% employer match about $178,108 at 4% or $118,739 at 6%; with 100% employer match about $133,581 at 4% or $89,054 at 6%.
George a. Helm III, P.A. 401(K) Plan-10$856,968$106,865$10,687iApproximate average salary by contribution assumption: employee only about $267,163 at 4% or $178,108 at 6%; with 50% employer match about $178,108 at 4% or $118,739 at 6%; with 100% employer match about $133,581 at 4% or $89,054 at 6%.
2014110$769,727$121,240$12,124iApproximate average salary by contribution assumption: employee only about $303,100 at 4% or $202,067 at 6%; with 50% employer match about $202,067 at 4% or $134,711 at 6%; with 100% employer match about $151,550 at 4% or $101,033 at 6%.
George a. Helm III, P.A. 401(K) Plan-10$769,727$121,240$12,124iApproximate average salary by contribution assumption: employee only about $303,100 at 4% or $202,067 at 6%; with 50% employer match about $202,067 at 4% or $134,711 at 6%; with 100% employer match about $151,550 at 4% or $101,033 at 6%.
2013110$588,877$96,417$9,642iApproximate average salary by contribution assumption: employee only about $241,043 at 4% or $160,695 at 6%; with 50% employer match about $160,695 at 4% or $107,130 at 6%; with 100% employer match about $120,521 at 4% or $80,348 at 6%.
George a. Helm III, P.A. 401(K) Plan-10$588,877$96,417$9,642iApproximate average salary by contribution assumption: employee only about $241,043 at 4% or $160,695 at 6%; with 50% employer match about $160,695 at 4% or $107,130 at 6%; with 100% employer match about $120,521 at 4% or $80,348 at 6%.