Civic Intelligence

Samuel E Helms

Plan context: Samuel E Helms Jr Retirement Plan

EIN 62-0918496 • 10 filings • 2 plans

Current Snapshot

Latest Year

2008

2008 Participants

5

2008 Assets

$1,882,855

2008 Contributions

$5,780

Historical Graphs

Total Assets Over Time

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

$1,882,855$941,428$0199920042006YearValue
$1,882,855Latest year 2006

Participants Over Time

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

530200020042007YearValue
5Latest year 2007

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
200810$0$0-
Samuel E Helms Jr Retirement Plan-0---
200715$0$0-
Samuel E Helms Jr Retirement Plan-5---
200615$1,882,855$0-
Samuel E Helms Jr Retirement Plan-5$1,882,855--
200514$1,657,210$5,780$1,445iApproximate average salary by contribution assumption: employee only about $36,125 at 4% or $24,083 at 6%; with 50% employer match about $24,083 at 4% or $16,056 at 6%; with 100% employer match about $18,063 at 4% or $12,042 at 6%.
Samuel E Helms Jr Retirement Plan-4$1,657,210$5,780$1,445iApproximate average salary by contribution assumption: employee only about $36,125 at 4% or $24,083 at 6%; with 50% employer match about $24,083 at 4% or $16,056 at 6%; with 100% employer match about $18,063 at 4% or $12,042 at 6%.
200414$1,608,697$24,081$6,020iApproximate average salary by contribution assumption: employee only about $150,506 at 4% or $100,338 at 6%; with 50% employer match about $100,338 at 4% or $66,892 at 6%; with 100% employer match about $75,253 at 4% or $50,169 at 6%.
Samuel E Helms Jr Retirement Plan-4$1,608,697$24,081$6,020iApproximate average salary by contribution assumption: employee only about $150,506 at 4% or $100,338 at 6%; with 50% employer match about $100,338 at 4% or $66,892 at 6%; with 100% employer match about $75,253 at 4% or $50,169 at 6%.
200314$983,147$23,890$5,973iApproximate average salary by contribution assumption: employee only about $149,313 at 4% or $99,542 at 6%; with 50% employer match about $99,542 at 4% or $66,361 at 6%; with 100% employer match about $74,656 at 4% or $49,771 at 6%.
Samuel E Helms Jr Retirement Plan-4$983,147$23,890$5,973iApproximate average salary by contribution assumption: employee only about $149,313 at 4% or $99,542 at 6%; with 50% employer match about $99,542 at 4% or $66,361 at 6%; with 100% employer match about $74,656 at 4% or $49,771 at 6%.
200214$0$0-
Samuel E Helms Jr Retirement Plan-4---
200114$0$0-
Samuel E Helms Jr Retirement Plan-4---
200014$898,188$23,584$5,896iApproximate average salary by contribution assumption: employee only about $147,400 at 4% or $98,267 at 6%; with 50% employer match about $98,267 at 4% or $65,511 at 6%; with 100% employer match about $73,700 at 4% or $49,133 at 6%.
Samuel E Helms Jr Retirement Plan-4$898,188$23,584$5,896iApproximate average salary by contribution assumption: employee only about $147,400 at 4% or $98,267 at 6%; with 50% employer match about $98,267 at 4% or $65,511 at 6%; with 100% employer match about $73,700 at 4% or $49,133 at 6%.
199910$1,060,497$23,294-
Samuel E Helms Jr Retirement Plan-0$1,060,497$23,294-