Civic Intelligence

Helm Bank

Plan context: Helm Bank 401K Plan

EIN 65-0159184 • Miami, FL • 43 filings • 4 plans

999 Brickell Ave., Ste 100Miami, FL 33131-3044
Current Snapshot

Latest Year

2025

2025 Participants

237

2025 Assets

$31,035,309

2025 Contributions

$2,674,335

Historical Graphs

Total Assets Over Time

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

$31,035,309$15,517,655$0199920132025YearValue
$31,035,309Latest year 2025

Participants Over Time

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

2461230199920122025YearValue
237Latest 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
20251237$31,035,309$2,674,335$11,284iApproximate average salary by contribution assumption: employee only about $282,103 at 4% or $188,069 at 6%; with 50% employer match about $188,069 at 4% or $125,379 at 6%; with 100% employer match about $141,051 at 4% or $94,034 at 6%.
Helm Bank 401K Plan-237$31,035,309$2,674,335$11,284iApproximate average salary by contribution assumption: employee only about $282,103 at 4% or $188,069 at 6%; with 50% employer match about $188,069 at 4% or $125,379 at 6%; with 100% employer match about $141,051 at 4% or $94,034 at 6%.
20242239$29,798,938$2,532,358$10,596iApproximate average salary by contribution assumption: employee only about $264,891 at 4% or $176,594 at 6%; with 50% employer match about $176,594 at 4% or $117,729 at 6%; with 100% employer match about $132,446 at 4% or $88,297 at 6%.
Helm Bank 401K Plan-239$29,798,938$2,532,358$10,596iApproximate average salary by contribution assumption: employee only about $264,891 at 4% or $176,594 at 6%; with 50% employer match about $176,594 at 4% or $117,729 at 6%; with 100% employer match about $132,446 at 4% or $88,297 at 6%.
Helm Bank USA Employee Benefits Plan-225---
20232222$23,653,223$2,311,800$10,414iApproximate average salary by contribution assumption: employee only about $260,338 at 4% or $173,559 at 6%; with 50% employer match about $173,559 at 4% or $115,706 at 6%; with 100% employer match about $130,169 at 4% or $86,779 at 6%.
Helm Bank 401K Plan-222$23,653,223$2,311,800$10,414iApproximate average salary by contribution assumption: employee only about $260,338 at 4% or $173,559 at 6%; with 50% employer match about $173,559 at 4% or $115,706 at 6%; with 100% employer match about $130,169 at 4% or $86,779 at 6%.
Helm Bank USA Employee Benefits Plan-192---
20222194$18,671,760$1,876,642$9,673iApproximate average salary by contribution assumption: employee only about $241,835 at 4% or $161,224 at 6%; with 50% employer match about $161,224 at 4% or $107,482 at 6%; with 100% employer match about $120,918 at 4% or $80,612 at 6%.
Helm Bank 401K Plan-179$18,671,760$1,876,642$10,484iApproximate average salary by contribution assumption: employee only about $262,101 at 4% or $174,734 at 6%; with 50% employer match about $174,734 at 4% or $116,489 at 6%; with 100% employer match about $131,050 at 4% or $87,367 at 6%.
Helm Bank USA Employee Benefits Plan-194---
20212180$25,889,519$1,633,349$9,074iApproximate average salary by contribution assumption: employee only about $226,854 at 4% or $151,236 at 6%; with 50% employer match about $151,236 at 4% or $100,824 at 6%; with 100% employer match about $113,427 at 4% or $75,618 at 6%.
Helm Bank 401K Plan-180$25,889,519$1,633,349$9,074iApproximate average salary by contribution assumption: employee only about $226,854 at 4% or $151,236 at 6%; with 50% employer match about $151,236 at 4% or $100,824 at 6%; with 100% employer match about $113,427 at 4% or $75,618 at 6%.
Helm Bank USA Employee Benefits Plan-150---
20202180$21,919,056$1,449,417$8,052iApproximate average salary by contribution assumption: employee only about $201,308 at 4% or $134,205 at 6%; with 50% employer match about $134,205 at 4% or $89,470 at 6%; with 100% employer match about $100,654 at 4% or $67,103 at 6%.
Helm Bank 401K Plan-180$21,919,056$1,449,417$8,052iApproximate average salary by contribution assumption: employee only about $201,308 at 4% or $134,205 at 6%; with 50% employer match about $134,205 at 4% or $89,470 at 6%; with 100% employer match about $100,654 at 4% or $67,103 at 6%.
Helm Bank USA Employee Benefits Plan-170---
20192175$17,996,962$1,455,293$8,316iApproximate average salary by contribution assumption: employee only about $207,899 at 4% or $138,599 at 6%; with 50% employer match about $138,599 at 4% or $92,400 at 6%; with 100% employer match about $103,949 at 4% or $69,300 at 6%.
Helm Bank 401K Plan-175$17,996,962$1,455,293$8,316iApproximate average salary by contribution assumption: employee only about $207,899 at 4% or $138,599 at 6%; with 50% employer match about $138,599 at 4% or $92,400 at 6%; with 100% employer match about $103,949 at 4% or $69,300 at 6%.
Helm Bank USA Employee Benefits Plan-163---
20182180$15,560,210$1,349,061$7,495iApproximate average salary by contribution assumption: employee only about $187,370 at 4% or $124,913 at 6%; with 50% employer match about $124,913 at 4% or $83,275 at 6%; with 100% employer match about $93,685 at 4% or $62,457 at 6%.
Helm Bank 401K Plan-180$15,560,210$1,349,061$7,495iApproximate average salary by contribution assumption: employee only about $187,370 at 4% or $124,913 at 6%; with 50% employer match about $124,913 at 4% or $83,275 at 6%; with 100% employer match about $93,685 at 4% or $62,457 at 6%.
Helm Bank USA Employee Benefits Plan-165---
20172174$17,210,898$1,281,721$7,366iApproximate average salary by contribution assumption: employee only about $184,155 at 4% or $122,770 at 6%; with 50% employer match about $122,770 at 4% or $81,847 at 6%; with 100% employer match about $92,078 at 4% or $61,385 at 6%.
Helm Bank 401K Plan-174$17,210,898$1,281,721$7,366iApproximate average salary by contribution assumption: employee only about $184,155 at 4% or $122,770 at 6%; with 50% employer match about $122,770 at 4% or $81,847 at 6%; with 100% employer match about $92,078 at 4% or $61,385 at 6%.
Helm Bank USA Employee Benefits Plan-171---
20162180$14,967,861$1,624,942$9,027iApproximate average salary by contribution assumption: employee only about $225,686 at 4% or $150,458 at 6%; with 50% employer match about $150,458 at 4% or $100,305 at 6%; with 100% employer match about $112,843 at 4% or $75,229 at 6%.
Helm Bank 401K Plan-175$14,967,861$1,624,942$9,285iApproximate average salary by contribution assumption: employee only about $232,135 at 4% or $154,756 at 6%; with 50% employer match about $154,756 at 4% or $103,171 at 6%; with 100% employer match about $116,067 at 4% or $77,378 at 6%.
Helm Bank USA Employee Benefits Plan-180---
20152181$13,668,944$1,268,285$7,007iApproximate average salary by contribution assumption: employee only about $175,177 at 4% or $116,785 at 6%; with 50% employer match about $116,785 at 4% or $77,857 at 6%; with 100% employer match about $87,589 at 4% or $58,392 at 6%.
Helm Bank 401K Plan-168$13,668,944$1,268,285$7,549iApproximate average salary by contribution assumption: employee only about $188,733 at 4% or $125,822 at 6%; with 50% employer match about $125,822 at 4% or $83,881 at 6%; with 100% employer match about $94,366 at 4% or $62,911 at 6%.
Helm Bank USA Employee Benefits Plan-181---
20142196$12,676,276$1,263,490$6,446iApproximate average salary by contribution assumption: employee only about $161,159 at 4% or $107,440 at 6%; with 50% employer match about $107,440 at 4% or $71,626 at 6%; with 100% employer match about $80,580 at 4% or $53,720 at 6%.
Helm Bank 401K Plan-196$12,676,276$1,263,490$6,446iApproximate average salary by contribution assumption: employee only about $161,159 at 4% or $107,440 at 6%; with 50% employer match about $107,440 at 4% or $71,626 at 6%; with 100% employer match about $80,580 at 4% or $53,720 at 6%.
Helm Bank USA Employee Benefits Plan-181---
20132178$11,365,292$1,250,366$7,025iApproximate average salary by contribution assumption: employee only about $175,613 at 4% or $117,075 at 6%; with 50% employer match about $117,075 at 4% or $78,050 at 6%; with 100% employer match about $87,807 at 4% or $58,538 at 6%.
Helm Bank 401K Plan-160$11,365,292$1,250,366$7,815iApproximate average salary by contribution assumption: employee only about $195,370 at 4% or $130,246 at 6%; with 50% employer match about $130,246 at 4% or $86,831 at 6%; with 100% employer match about $97,685 at 4% or $65,123 at 6%.
Helm Bank USA Employee Benefits Plan-178---
20122231$9,869,884$1,021,571$4,422iApproximate average salary by contribution assumption: employee only about $110,560 at 4% or $73,706 at 6%; with 50% employer match about $73,706 at 4% or $49,138 at 6%; with 100% employer match about $55,280 at 4% or $36,853 at 6%.
Helm Bank 401K Plan-110$9,869,884$1,021,571$9,287iApproximate average salary by contribution assumption: employee only about $232,175 at 4% or $154,783 at 6%; with 50% employer match about $154,783 at 4% or $103,189 at 6%; with 100% employer match about $116,088 at 4% or $77,392 at 6%.
Helm Bank USA Employee Benefits Plan-231---
20112190$8,375,179$962,949$5,068iApproximate average salary by contribution assumption: employee only about $126,704 at 4% or $84,469 at 6%; with 50% employer match about $84,469 at 4% or $56,313 at 6%; with 100% employer match about $63,352 at 4% or $42,235 at 6%.
Helm Bank 401K Plan-108$8,375,179$962,949$8,916iApproximate average salary by contribution assumption: employee only about $222,905 at 4% or $148,603 at 6%; with 50% employer match about $148,603 at 4% or $99,069 at 6%; with 100% employer match about $111,452 at 4% or $74,302 at 6%.
Helm Bank USA Employee Benefits Plan-190---
20102246$7,950,481$853,367$3,469iApproximate average salary by contribution assumption: employee only about $86,724 at 4% or $57,816 at 6%; with 50% employer match about $57,816 at 4% or $38,544 at 6%; with 100% employer match about $43,362 at 4% or $28,908 at 6%.
Helm Bank 401K Plan-100$7,950,481$853,367$8,534iApproximate average salary by contribution assumption: employee only about $213,342 at 4% or $142,228 at 6%; with 50% employer match about $142,228 at 4% or $94,819 at 6%; with 100% employer match about $106,671 at 4% or $71,114 at 6%.
Helm Bank USA Employee Benefits Plan-246---
20092216$6,513,577$786,066$3,639iApproximate average salary by contribution assumption: employee only about $90,980 at 4% or $60,653 at 6%; with 50% employer match about $60,653 at 4% or $40,435 at 6%; with 100% employer match about $45,490 at 4% or $30,327 at 6%.
Helm Bank 401K Plan-90$6,513,577$786,066$8,734iApproximate average salary by contribution assumption: employee only about $218,352 at 4% or $145,568 at 6%; with 50% employer match about $145,568 at 4% or $97,045 at 6%; with 100% employer match about $109,176 at 4% or $72,784 at 6%.
Helm Bank USA Employee Benefits Plan-216---
2008184$5,030,334$761,837$9,069iApproximate average salary by contribution assumption: employee only about $226,737 at 4% or $151,158 at 6%; with 50% employer match about $151,158 at 4% or $100,772 at 6%; with 100% employer match about $113,369 at 4% or $75,579 at 6%.
Helm Bank 401K Plan-84$5,030,334$761,837$9,069iApproximate average salary by contribution assumption: employee only about $226,737 at 4% or $151,158 at 6%; with 50% employer match about $151,158 at 4% or $100,772 at 6%; with 100% employer match about $113,369 at 4% or $75,579 at 6%.
20071105$6,249,753$836,516$7,967iApproximate average salary by contribution assumption: employee only about $199,170 at 4% or $132,780 at 6%; with 50% employer match about $132,780 at 4% or $88,520 at 6%; with 100% employer match about $99,585 at 4% or $66,390 at 6%.
Helm Bank 401K Plan-105$6,249,753$836,516$7,967iApproximate average salary by contribution assumption: employee only about $199,170 at 4% or $132,780 at 6%; with 50% employer match about $132,780 at 4% or $88,520 at 6%; with 100% employer match about $99,585 at 4% or $66,390 at 6%.
2006183$5,077,270$794,215$9,569iApproximate average salary by contribution assumption: employee only about $239,221 at 4% or $159,481 at 6%; with 50% employer match about $159,481 at 4% or $106,321 at 6%; with 100% employer match about $119,611 at 4% or $79,740 at 6%.
Helm Bank 401K Plan-83$5,077,270$794,215$9,569iApproximate average salary by contribution assumption: employee only about $239,221 at 4% or $159,481 at 6%; with 50% employer match about $159,481 at 4% or $106,321 at 6%; with 100% employer match about $119,611 at 4% or $79,740 at 6%.
2005176$3,790,657$676,606$8,903iApproximate average salary by contribution assumption: employee only about $222,568 at 4% or $148,379 at 6%; with 50% employer match about $148,379 at 4% or $98,919 at 6%; with 100% employer match about $111,284 at 4% or $74,189 at 6%.
Helm Bank 401K Plan-76$3,790,657$676,606$8,903iApproximate average salary by contribution assumption: employee only about $222,568 at 4% or $148,379 at 6%; with 50% employer match about $148,379 at 4% or $98,919 at 6%; with 100% employer match about $111,284 at 4% or $74,189 at 6%.
2004174$2,964,984$559,293$7,558iApproximate average salary by contribution assumption: employee only about $188,950 at 4% or $125,967 at 6%; with 50% employer match about $125,967 at 4% or $83,978 at 6%; with 100% employer match about $94,475 at 4% or $62,983 at 6%.
Helm Bank 401K Plan-74$2,964,984$559,293$7,558iApproximate average salary by contribution assumption: employee only about $188,950 at 4% or $125,967 at 6%; with 50% employer match about $125,967 at 4% or $83,978 at 6%; with 100% employer match about $94,475 at 4% or $62,983 at 6%.
2003169$2,182,520$441,521$6,399iApproximate average salary by contribution assumption: employee only about $159,971 at 4% or $106,648 at 6%; with 50% employer match about $106,648 at 4% or $71,098 at 6%; with 100% employer match about $79,986 at 4% or $53,324 at 6%.
Helm Bank 401K Plan-69$2,182,520$441,521$6,399iApproximate average salary by contribution assumption: employee only about $159,971 at 4% or $106,648 at 6%; with 50% employer match about $106,648 at 4% or $71,098 at 6%; with 100% employer match about $79,986 at 4% or $53,324 at 6%.
2002156$1,518,879$343,859$6,140iApproximate average salary by contribution assumption: employee only about $153,508 at 4% or $102,339 at 6%; with 50% employer match about $102,339 at 4% or $68,226 at 6%; with 100% employer match about $76,754 at 4% or $51,169 at 6%.
Helm Bank 401K Plan-56$1,518,879$343,859$6,140iApproximate average salary by contribution assumption: employee only about $153,508 at 4% or $102,339 at 6%; with 50% employer match about $102,339 at 4% or $68,226 at 6%; with 100% employer match about $76,754 at 4% or $51,169 at 6%.
2001156$0$0-
Helm Bank 401K Plan-56---
2000148$1,143,018$260,278$5,422iApproximate average salary by contribution assumption: employee only about $135,561 at 4% or $90,374 at 6%; with 50% employer match about $90,374 at 4% or $60,250 at 6%; with 100% employer match about $67,781 at 4% or $45,187 at 6%.
Helm Bank 401K Plan-48$1,143,018$260,278$5,422iApproximate average salary by contribution assumption: employee only about $135,561 at 4% or $90,374 at 6%; with 50% employer match about $90,374 at 4% or $60,250 at 6%; with 100% employer match about $67,781 at 4% or $45,187 at 6%.
1999146$1,031,265$210,860$4,584iApproximate average salary by contribution assumption: employee only about $114,598 at 4% or $76,399 at 6%; with 50% employer match about $76,399 at 4% or $50,932 at 6%; with 100% employer match about $57,299 at 4% or $38,199 at 6%.
Helm Bank 401K Plan-46$1,031,265$210,860$4,584iApproximate average salary by contribution assumption: employee only about $114,598 at 4% or $76,399 at 6%; with 50% employer match about $76,399 at 4% or $50,932 at 6%; with 100% employer match about $57,299 at 4% or $38,199 at 6%.