Civic Intelligence

Helmer & Sons Inc

Plan context: HELMER & SONS INC EMPLOYEE BENEFIT TRUST PLAN

EIN 68-0145317 • Angwin, CA • 49 filings • 9 plans

910 Howell Mountain Road NorthAngwin, CA 94508
Current Snapshot

Latest Year

2023

2023 Participants

32

2023 Assets

$3,504,192

2023 Contributions

$528,652

Historical Graphs

Total Assets Over Time

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

$6,051,658$3,025,829$0199920112022YearValue
$3,504,192Latest year 2022

Participants Over Time

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

71360199920112022YearValue
32Latest year 2022

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
202320$0$528,652-
HELMER & SONS INC EMPLOYEE BENEFIT TRUST PLAN-0$0$527,639-
Helmer and Sons Inc. Retirement Plan-0$0$1,013-
2022232$3,504,192$683,687$21,365iApproximate average salary by contribution assumption: employee only about $534,130 at 4% or $356,087 at 6%; with 50% employer match about $356,087 at 4% or $237,391 at 6%; with 100% employer match about $267,065 at 4% or $178,043 at 6%.
Helmer and Sons Inc. Retirement Plan-32$3,481,131$132,903$4,153iApproximate average salary by contribution assumption: employee only about $103,830 at 4% or $69,220 at 6%; with 50% employer match about $69,220 at 4% or $46,147 at 6%; with 100% employer match about $51,915 at 4% or $34,610 at 6%.
HELMER & SONS INC EMPLOYEE BENEFIT TRUST PLAN-19$23,061$550,784$28,989iApproximate average salary by contribution assumption: employee only about $724,716 at 4% or $483,144 at 6%; with 50% employer match about $483,144 at 4% or $322,096 at 6%; with 100% employer match about $362,358 at 4% or $241,572 at 6%.
2021234$4,619,055$634,210$18,653iApproximate average salary by contribution assumption: employee only about $466,331 at 4% or $310,887 at 6%; with 50% employer match about $310,887 at 4% or $207,258 at 6%; with 100% employer match about $233,165 at 4% or $155,444 at 6%.
Helmer and Sons Inc. Retirement Plan-34$4,617,111$164,854$4,849iApproximate average salary by contribution assumption: employee only about $121,216 at 4% or $80,811 at 6%; with 50% employer match about $80,811 at 4% or $53,874 at 6%; with 100% employer match about $60,608 at 4% or $40,405 at 6%.
HELMER & SONS INC EMPLOYEE BENEFIT TRUST PLAN-17$1,944$469,356$27,609iApproximate average salary by contribution assumption: employee only about $690,229 at 4% or $460,153 at 6%; with 50% employer match about $460,153 at 4% or $306,769 at 6%; with 100% employer match about $345,115 at 4% or $230,076 at 6%.
2020236$4,864,520$824,096$22,892iApproximate average salary by contribution assumption: employee only about $572,289 at 4% or $381,526 at 6%; with 50% employer match about $381,526 at 4% or $254,351 at 6%; with 100% employer match about $286,144 at 4% or $190,763 at 6%.
Helmer and Sons Inc. Retirement Plan-36$4,854,386$179,955$4,999iApproximate average salary by contribution assumption: employee only about $124,969 at 4% or $83,313 at 6%; with 50% employer match about $83,313 at 4% or $55,542 at 6%; with 100% employer match about $62,484 at 4% or $41,656 at 6%.
HELMER & SONS INC EMPLOYEE BENEFIT TRUST PLAN-17$10,134$644,141$37,891iApproximate average salary by contribution assumption: employee only about $947,266 at 4% or $631,511 at 6%; with 50% employer match about $631,511 at 4% or $421,007 at 6%; with 100% employer match about $473,633 at 4% or $315,755 at 6%.
2019232$4,249,701$725,406$22,669iApproximate average salary by contribution assumption: employee only about $566,723 at 4% or $377,816 at 6%; with 50% employer match about $377,816 at 4% or $251,877 at 6%; with 100% employer match about $283,362 at 4% or $188,908 at 6%.
Helmer and Sons Inc. Retirement Plan-32$4,236,100$65,542$2,048iApproximate average salary by contribution assumption: employee only about $51,205 at 4% or $34,136 at 6%; with 50% employer match about $34,136 at 4% or $22,758 at 6%; with 100% employer match about $25,602 at 4% or $17,068 at 6%.
HELMER & SONS INC EMPLOYEE BENEFIT TRUST PLAN-30$13,601$659,864$21,995iApproximate average salary by contribution assumption: employee only about $549,887 at 4% or $366,591 at 6%; with 50% employer match about $366,591 at 4% or $244,394 at 6%; with 100% employer match about $274,943 at 4% or $183,296 at 6%.
2018234$3,925,827$838,195$24,653iApproximate average salary by contribution assumption: employee only about $616,320 at 4% or $410,880 at 6%; with 50% employer match about $410,880 at 4% or $273,920 at 6%; with 100% employer match about $308,160 at 4% or $205,440 at 6%.
Helmer and Sons Inc. Retirement Plan-34$3,924,656$215,735$6,345iApproximate average salary by contribution assumption: employee only about $158,629 at 4% or $105,752 at 6%; with 50% employer match about $105,752 at 4% or $70,502 at 6%; with 100% employer match about $79,314 at 4% or $52,876 at 6%.
HELMER & SONS INC EMPLOYEE BENEFIT TRUST PLAN-32$1,171$622,460$19,452iApproximate average salary by contribution assumption: employee only about $486,297 at 4% or $324,198 at 6%; with 50% employer match about $324,198 at 4% or $216,132 at 6%; with 100% employer match about $243,148 at 4% or $162,099 at 6%.
2017240$5,166,600$544,861$13,622iApproximate average salary by contribution assumption: employee only about $340,538 at 4% or $227,025 at 6%; with 50% employer match about $227,025 at 4% or $151,350 at 6%; with 100% employer match about $170,269 at 4% or $113,513 at 6%.
Helmer and Sons Inc. Retirement Plan-34$5,123,447$84,688$2,491iApproximate average salary by contribution assumption: employee only about $62,271 at 4% or $41,514 at 6%; with 50% employer match about $41,514 at 4% or $27,676 at 6%; with 100% employer match about $31,135 at 4% or $20,757 at 6%.
HELMER & SONS INC EMPLOYEE BENEFIT TRUST PLAN-40$43,153$460,173$11,504iApproximate average salary by contribution assumption: employee only about $287,608 at 4% or $191,739 at 6%; with 50% employer match about $191,739 at 4% or $127,826 at 6%; with 100% employer match about $143,804 at 4% or $95,869 at 6%.
2016240$4,967,774$631,314$15,783iApproximate average salary by contribution assumption: employee only about $394,571 at 4% or $263,048 at 6%; with 50% employer match about $263,048 at 4% or $175,365 at 6%; with 100% employer match about $197,286 at 4% or $131,524 at 6%.
Helmer and Sons Inc. Retirement Plan-35$4,896,390$94,847$2,710iApproximate average salary by contribution assumption: employee only about $67,748 at 4% or $45,165 at 6%; with 50% employer match about $45,165 at 4% or $30,110 at 6%; with 100% employer match about $33,874 at 4% or $22,583 at 6%.
HELMER & SONS INC EMPLOYEE BENEFIT TRUST PLAN-40$71,384$536,467$13,412iApproximate average salary by contribution assumption: employee only about $335,292 at 4% or $223,528 at 6%; with 50% employer match about $223,528 at 4% or $149,019 at 6%; with 100% employer match about $167,646 at 4% or $111,764 at 6%.
2015241$5,114,072$484,858$11,826iApproximate average salary by contribution assumption: employee only about $295,645 at 4% or $197,097 at 6%; with 50% employer match about $197,097 at 4% or $131,398 at 6%; with 100% employer match about $147,823 at 4% or $98,548 at 6%.
Helmer and Sons Inc. Retirement Plan-40$5,081,415$80,050$2,001iApproximate average salary by contribution assumption: employee only about $50,031 at 4% or $33,354 at 6%; with 50% employer match about $33,354 at 4% or $22,236 at 6%; with 100% employer match about $25,016 at 4% or $16,677 at 6%.
HELMER & SONS INC EMPLOYEE BENEFIT TRUST PLAN-41$32,657$404,808$9,873iApproximate average salary by contribution assumption: employee only about $246,834 at 4% or $164,556 at 6%; with 50% employer match about $164,556 at 4% or $109,704 at 6%; with 100% employer match about $123,417 at 4% or $82,278 at 6%.
2014244$5,934,464$477,720$10,857iApproximate average salary by contribution assumption: employee only about $271,432 at 4% or $180,955 at 6%; with 50% employer match about $180,955 at 4% or $120,636 at 6%; with 100% employer match about $135,716 at 4% or $90,477 at 6%.
Helmer and Sons Inc. Retirement Plan-44$5,862,874$75,613$1,718iApproximate average salary by contribution assumption: employee only about $42,962 at 4% or $28,641 at 6%; with 50% employer match about $28,641 at 4% or $19,094 at 6%; with 100% employer match about $21,481 at 4% or $14,321 at 6%.
HELMER & SONS INC EMPLOYEE BENEFIT TRUST PLAN-31$71,590$402,107$12,971iApproximate average salary by contribution assumption: employee only about $324,280 at 4% or $216,187 at 6%; with 50% employer match about $216,187 at 4% or $144,124 at 6%; with 100% employer match about $162,140 at 4% or $108,093 at 6%.
2013241$5,863,928$696,827$16,996iApproximate average salary by contribution assumption: employee only about $424,895 at 4% or $283,263 at 6%; with 50% employer match about $283,263 at 4% or $188,842 at 6%; with 100% employer match about $212,447 at 4% or $141,632 at 6%.
Helmer and Sons Inc. Retirement Plan-41$5,793,986$277,398$6,766iApproximate average salary by contribution assumption: employee only about $169,145 at 4% or $112,763 at 6%; with 50% employer match about $112,763 at 4% or $75,176 at 6%; with 100% employer match about $84,573 at 4% or $56,382 at 6%.
HELMER & SONS INC EMPLOYEE BENEFIT TRUST PLAN-38$69,942$419,429$11,038iApproximate average salary by contribution assumption: employee only about $275,940 at 4% or $183,960 at 6%; with 50% employer match about $183,960 at 4% or $122,640 at 6%; with 100% employer match about $137,970 at 4% or $91,980 at 6%.
2012244$5,401,289$560,012$12,728iApproximate average salary by contribution assumption: employee only about $318,189 at 4% or $212,126 at 6%; with 50% employer match about $212,126 at 4% or $141,417 at 6%; with 100% employer match about $159,094 at 4% or $106,063 at 6%.
Helmer and Sons Inc. Retirement Plan-44$5,328,472$117,534$2,671iApproximate average salary by contribution assumption: employee only about $66,781 at 4% or $44,520 at 6%; with 50% employer match about $44,520 at 4% or $29,680 at 6%; with 100% employer match about $33,390 at 4% or $22,260 at 6%.
HELMER & SONS INC EMPLOYEE BENEFIT TRUST PLAN-34$72,817$442,478$13,014iApproximate average salary by contribution assumption: employee only about $325,351 at 4% or $216,901 at 6%; with 50% employer match about $216,901 at 4% or $144,601 at 6%; with 100% employer match about $162,676 at 4% or $108,450 at 6%.
2011241$5,419,816$542,264$13,226iApproximate average salary by contribution assumption: employee only about $330,649 at 4% or $220,433 at 6%; with 50% employer match about $220,433 at 4% or $146,955 at 6%; with 100% employer match about $165,324 at 4% or $110,216 at 6%.
Helmer and Sons Inc. Retirement Plan-41$5,342,210$115,885$2,826iApproximate average salary by contribution assumption: employee only about $70,662 at 4% or $47,108 at 6%; with 50% employer match about $47,108 at 4% or $31,405 at 6%; with 100% employer match about $35,331 at 4% or $23,554 at 6%.
HELMER & SONS INC EMPLOYEE BENEFIT TRUST PLAN-37$77,606$426,379$11,524iApproximate average salary by contribution assumption: employee only about $288,094 at 4% or $192,063 at 6%; with 50% employer match about $192,063 at 4% or $128,042 at 6%; with 100% employer match about $144,047 at 4% or $96,031 at 6%.
2010249$6,051,658$753,374$15,375iApproximate average salary by contribution assumption: employee only about $384,374 at 4% or $256,250 at 6%; with 50% employer match about $256,250 at 4% or $170,833 at 6%; with 100% employer match about $192,187 at 4% or $128,125 at 6%.
Helmer and Sons Inc. Retirement Plan-45$5,826,814$227,688$5,060iApproximate average salary by contribution assumption: employee only about $126,493 at 4% or $84,329 at 6%; with 50% employer match about $84,329 at 4% or $56,219 at 6%; with 100% employer match about $63,247 at 4% or $42,164 at 6%.
HELMER & SONS INC EMPLOYEE BENEFIT TRUSH PLAN-49$224,844$525,686$10,728iApproximate average salary by contribution assumption: employee only about $268,207 at 4% or $178,805 at 6%; with 50% employer match about $178,805 at 4% or $119,203 at 6%; with 100% employer match about $134,104 at 4% or $89,402 at 6%.
2009255$5,961,202$1,172,582$21,320iApproximate average salary by contribution assumption: employee only about $532,992 at 4% or $355,328 at 6%; with 50% employer match about $355,328 at 4% or $236,885 at 6%; with 100% employer match about $266,496 at 4% or $177,664 at 6%.
Helmer and Sons Inc. Retirement Plan-55$5,587,821$457,600$8,320iApproximate average salary by contribution assumption: employee only about $208,000 at 4% or $138,667 at 6%; with 50% employer match about $138,667 at 4% or $92,444 at 6%; with 100% employer match about $104,000 at 4% or $69,333 at 6%.
HELMER & SONS INC EMPLOYEE BENEFIT TRUST PLAN-49$373,381$714,982$14,591iApproximate average salary by contribution assumption: employee only about $364,787 at 4% or $243,191 at 6%; with 50% employer match about $243,191 at 4% or $162,127 at 6%; with 100% employer match about $182,393 at 4% or $121,596 at 6%.
2008260$4,914,069$1,411,511$23,525iApproximate average salary by contribution assumption: employee only about $588,130 at 4% or $392,086 at 6%; with 50% employer match about $392,086 at 4% or $261,391 at 6%; with 100% employer match about $294,065 at 4% or $196,043 at 6%.
Helmer and Sons Inc. Retirement Plan-60$4,523,911$739,689$12,328iApproximate average salary by contribution assumption: employee only about $308,204 at 4% or $205,469 at 6%; with 50% employer match about $205,469 at 4% or $136,979 at 6%; with 100% employer match about $154,102 at 4% or $102,735 at 6%.
HELMER I. SONS, INC., EMPLOYEE BENEFIT TRUST-56$390,158$671,822$11,997iApproximate average salary by contribution assumption: employee only about $299,921 at 4% or $199,947 at 6%; with 50% employer match about $199,947 at 4% or $133,298 at 6%; with 100% employer match about $149,960 at 4% or $99,974 at 6%.
2007271$0$0-
HELMER & SONS, INC. EMPLOYEE BENEFIT TRUST-64---
Helmer and Sons Inc. Retirement Plan-71---
2006268$5,993,742$1,556,551$22,890iApproximate average salary by contribution assumption: employee only about $572,261 at 4% or $381,508 at 6%; with 50% employer match about $381,508 at 4% or $254,338 at 6%; with 100% employer match about $286,131 at 4% or $190,754 at 6%.
Helmer and Sons Inc. Retirement Plan-68$5,469,812$685,574$10,082iApproximate average salary by contribution assumption: employee only about $252,049 at 4% or $168,033 at 6%; with 50% employer match about $168,033 at 4% or $112,022 at 6%; with 100% employer match about $126,025 at 4% or $84,016 at 6%.
HELMER & SONS, INC., EMPLOYEE BENEFIT TRUST-67$523,930$870,977$13,000iApproximate average salary by contribution assumption: employee only about $324,991 at 4% or $216,661 at 6%; with 50% employer match about $216,661 at 4% or $144,441 at 6%; with 100% employer match about $162,496 at 4% or $108,330 at 6%.
2005265$4,749,001$644,374$9,913iApproximate average salary by contribution assumption: employee only about $247,836 at 4% or $165,224 at 6%; with 50% employer match about $165,224 at 4% or $110,149 at 6%; with 100% employer match about $123,918 at 4% or $82,612 at 6%.
Helmer and Sons Inc. Retirement Plan-62$4,553,619$369,190$5,955iApproximate average salary by contribution assumption: employee only about $148,867 at 4% or $99,245 at 6%; with 50% employer match about $99,245 at 4% or $66,163 at 6%; with 100% employer match about $74,433 at 4% or $49,622 at 6%.
HELMER & SONS, INC., EMPLOYEE BENEFIT TRUST-65$195,382$275,184$4,234iApproximate average salary by contribution assumption: employee only about $105,840 at 4% or $70,560 at 6%; with 50% employer match about $70,560 at 4% or $47,040 at 6%; with 100% employer match about $52,920 at 4% or $35,280 at 6%.
2004262$4,237,724$933,894$15,063iApproximate average salary by contribution assumption: employee only about $376,570 at 4% or $251,047 at 6%; with 50% employer match about $251,047 at 4% or $167,365 at 6%; with 100% employer match about $188,285 at 4% or $125,523 at 6%.
Helmer and Sons Inc. Retirement Plan-62$4,033,488$806,223$13,004iApproximate average salary by contribution assumption: employee only about $325,090 at 4% or $216,727 at 6%; with 50% employer match about $216,727 at 4% or $144,484 at 6%; with 100% employer match about $162,545 at 4% or $108,363 at 6%.
HELMER & SONS, INC., EMPLOYEE BENEFIT TRUST-55$204,236$127,671$2,321iApproximate average salary by contribution assumption: employee only about $58,032 at 4% or $38,688 at 6%; with 50% employer match about $38,688 at 4% or $25,792 at 6%; with 100% employer match about $29,016 at 4% or $19,344 at 6%.
2003257$3,169,205$531,089$9,317iApproximate average salary by contribution assumption: employee only about $232,934 at 4% or $155,289 at 6%; with 50% employer match about $155,289 at 4% or $103,526 at 6%; with 100% employer match about $116,467 at 4% or $77,645 at 6%.
Helmer and Sons Inc. Retirement Plan-57$3,050,842$531,089$9,317iApproximate average salary by contribution assumption: employee only about $232,934 at 4% or $155,289 at 6%; with 50% employer match about $155,289 at 4% or $103,526 at 6%; with 100% employer match about $116,467 at 4% or $77,645 at 6%.
HELMER & SONS, INC. EMPLOYEE BENEFIT TRUST PLAN-25$118,363--
2002259$2,468,161$915,198$15,512iApproximate average salary by contribution assumption: employee only about $387,796 at 4% or $258,531 at 6%; with 50% employer match about $258,531 at 4% or $172,354 at 6%; with 100% employer match about $193,898 at 4% or $129,265 at 6%.
Helmer and Sons Inc. Retirement Plan-59$2,264,644$775,230$13,139iApproximate average salary by contribution assumption: employee only about $328,487 at 4% or $218,992 at 6%; with 50% employer match about $218,992 at 4% or $145,994 at 6%; with 100% employer match about $164,244 at 4% or $109,496 at 6%.
HELMER & SONS,INC.,EMPLOYEE BENEFIT TRUST PLAN-48$203,517$139,968$2,916iApproximate average salary by contribution assumption: employee only about $72,900 at 4% or $48,600 at 6%; with 50% employer match about $48,600 at 4% or $32,400 at 6%; with 100% employer match about $36,450 at 4% or $24,300 at 6%.
2001254$1,779,325$291,982$5,407iApproximate average salary by contribution assumption: employee only about $135,177 at 4% or $90,118 at 6%; with 50% employer match about $90,118 at 4% or $60,079 at 6%; with 100% employer match about $67,588 at 4% or $45,059 at 6%.
Helmer and Sons Inc. Retirement Plan-54$1,779,325$291,982$5,407iApproximate average salary by contribution assumption: employee only about $135,177 at 4% or $90,118 at 6%; with 50% employer match about $90,118 at 4% or $60,079 at 6%; with 100% employer match about $67,588 at 4% or $45,059 at 6%.
HELMER & SONS, INC., EMPLOYEE BENEFIT TRUST PLAN-41---
2000253$1,882,812$486,145$9,173iApproximate average salary by contribution assumption: employee only about $229,314 at 4% or $152,876 at 6%; with 50% employer match about $152,876 at 4% or $101,917 at 6%; with 100% employer match about $114,657 at 4% or $76,438 at 6%.
Helmer and Sons Inc. Retirement Plan-53$1,882,812$486,145$9,173iApproximate average salary by contribution assumption: employee only about $229,314 at 4% or $152,876 at 6%; with 50% employer match about $152,876 at 4% or $101,917 at 6%; with 100% employer match about $114,657 at 4% or $76,438 at 6%.
HELMER & SONS, INC., EMPLOYEE BENEFIT TRUST PLAN-48---
1999157$1,638,325$405,161$7,108iApproximate average salary by contribution assumption: employee only about $177,702 at 4% or $118,468 at 6%; with 50% employer match about $118,468 at 4% or $78,979 at 6%; with 100% employer match about $88,851 at 4% or $59,234 at 6%.
Helmer and Sons Inc. Retirement Plan-57$1,638,325$405,161$7,108iApproximate average salary by contribution assumption: employee only about $177,702 at 4% or $118,468 at 6%; with 50% employer match about $118,468 at 4% or $78,979 at 6%; with 100% employer match about $88,851 at 4% or $59,234 at 6%.