Civic Intelligence

William G. Helis Estate Et Al Ptr

Plan context: ESTATE OF WILLIAM G. HELIS 401(K) PLAN

EIN 72-0514456 • New Orleans, LA • 45 filings • 4 plans

201 St. Charles Ave. Ste. 2600New Orleans, LA 70170
Current Snapshot

Latest Year

2025

2025 Participants

40

2025 Assets

$14,854,703

2025 Contributions

$536,257

Historical Graphs

Total Assets Over Time

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

$46,959,071$23,479,536$0199920142025YearValue
$14,854,703Latest year 2025

Participants Over Time

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

56280199920122025YearValue
40Latest 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
2025140$14,854,703$536,257$13,406iApproximate average salary by contribution assumption: employee only about $335,161 at 4% or $223,440 at 6%; with 50% employer match about $223,440 at 4% or $148,960 at 6%; with 100% employer match about $167,580 at 4% or $111,720 at 6%.
ESTATE OF WILLIAM G. HELIS 401(K) PLAN-40$14,854,703$536,257$13,406iApproximate average salary by contribution assumption: employee only about $335,161 at 4% or $223,440 at 6%; with 50% employer match about $223,440 at 4% or $148,960 at 6%; with 100% employer match about $167,580 at 4% or $111,720 at 6%.
2024246$15,384,246$1,102,517$23,968iApproximate average salary by contribution assumption: employee only about $599,194 at 4% or $399,463 at 6%; with 50% employer match about $399,463 at 4% or $266,308 at 6%; with 100% employer match about $299,597 at 4% or $199,731 at 6%.
ESTATE OF WILLIAM G. HELIS 401(K) PLAN-46$15,384,246$1,102,517$23,968iApproximate average salary by contribution assumption: employee only about $599,194 at 4% or $399,463 at 6%; with 50% employer match about $399,463 at 4% or $266,308 at 6%; with 100% employer match about $299,597 at 4% or $199,731 at 6%.
Estate of William G. Helis Retirement Plan-0---
2023238$29,115,934$1,186,075$31,213iApproximate average salary by contribution assumption: employee only about $780,313 at 4% or $520,208 at 6%; with 50% employer match about $520,208 at 4% or $346,806 at 6%; with 100% employer match about $390,156 at 4% or $260,104 at 6%.
Estate of William G. Helis Retirement Plan-4$17,223,641$50,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
ESTATE OF WILLIAM G. HELIS 401(K) PLAN-38$11,892,293$1,136,075$29,897iApproximate average salary by contribution assumption: employee only about $747,418 at 4% or $498,279 at 6%; with 50% employer match about $498,279 at 4% or $332,186 at 6%; with 100% employer match about $373,709 at 4% or $249,139 at 6%.
2022241$41,717,704$764,128$18,637iApproximate average salary by contribution assumption: employee only about $465,932 at 4% or $310,621 at 6%; with 50% employer match about $310,621 at 4% or $207,081 at 6%; with 100% employer match about $232,966 at 4% or $155,311 at 6%.
Estate of William G. Helis Retirement Plan-36$31,776,185--
ESTATE OF WILLIAM G. HELIS 401(K) PLAN-41$9,941,519$764,128$18,637iApproximate average salary by contribution assumption: employee only about $465,932 at 4% or $310,621 at 6%; with 50% employer match about $310,621 at 4% or $207,081 at 6%; with 100% employer match about $232,966 at 4% or $155,311 at 6%.
2021239$46,959,071$438,944$11,255iApproximate average salary by contribution assumption: employee only about $281,374 at 4% or $187,583 at 6%; with 50% employer match about $187,583 at 4% or $125,055 at 6%; with 100% employer match about $140,687 at 4% or $93,791 at 6%.
Estate of William G. Helis Retirement Plan-39$35,587,524$2,700$69iApproximate average salary by contribution assumption: employee only about $1,731 at 4% or $1,154 at 6%; with 50% employer match about $1,154 at 4% or $769 at 6%; with 100% employer match about $865 at 4% or $577 at 6%.
ESTATE OF WILLIAM G. HELIS 401(K) PLAN-38$11,371,547$436,244$11,480iApproximate average salary by contribution assumption: employee only about $287,003 at 4% or $191,335 at 6%; with 50% employer match about $191,335 at 4% or $127,557 at 6%; with 100% employer match about $143,501 at 4% or $95,668 at 6%.
2020240$41,652,827$712,612$17,815iApproximate average salary by contribution assumption: employee only about $445,383 at 4% or $296,922 at 6%; with 50% employer match about $296,922 at 4% or $197,948 at 6%; with 100% employer match about $222,691 at 4% or $148,461 at 6%.
Estate of William G. Helis Retirement Plan-40$32,131,769$250,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
ESTATE OF WILLIAM G. HELIS 401(K) PLAN-39$9,521,058$462,612$11,862iApproximate average salary by contribution assumption: employee only about $296,546 at 4% or $197,697 at 6%; with 50% employer match about $197,697 at 4% or $131,798 at 6%; with 100% employer match about $148,273 at 4% or $98,849 at 6%.
2019241$39,073,248$1,718,044$41,904iApproximate average salary by contribution assumption: employee only about $1,047,588 at 4% or $698,392 at 6%; with 50% employer match about $698,392 at 4% or $465,595 at 6%; with 100% employer match about $523,794 at 4% or $349,196 at 6%.
Estate of William G. Helis Retirement Plan-41$31,041,429$1,250,000$30,488iApproximate average salary by contribution assumption: employee only about $762,195 at 4% or $508,130 at 6%; with 50% employer match about $508,130 at 4% or $338,753 at 6%; with 100% employer match about $381,098 at 4% or $254,065 at 6%.
ESTATE OF WILLIAM G. HELIS 401(K) PLAN-40$8,031,819$468,044$11,701iApproximate average salary by contribution assumption: employee only about $292,528 at 4% or $195,018 at 6%; with 50% employer match about $195,018 at 4% or $130,012 at 6%; with 100% employer match about $146,264 at 4% or $97,509 at 6%.
2018242$32,866,066$1,744,670$41,540iApproximate average salary by contribution assumption: employee only about $1,038,494 at 4% or $692,329 at 6%; with 50% employer match about $692,329 at 4% or $461,553 at 6%; with 100% employer match about $519,247 at 4% or $346,165 at 6%.
Estate of William G. Helis Retirement Plan-42$26,314,793$1,250,000$29,762iApproximate average salary by contribution assumption: employee only about $744,048 at 4% or $496,032 at 6%; with 50% employer match about $496,032 at 4% or $330,688 at 6%; with 100% employer match about $372,024 at 4% or $248,016 at 6%.
ESTATE OF WILLIAM G. HELIS 401(K) PLAN-41$6,551,273$494,670$12,065iApproximate average salary by contribution assumption: employee only about $301,628 at 4% or $201,085 at 6%; with 50% employer match about $201,085 at 4% or $134,057 at 6%; with 100% employer match about $150,814 at 4% or $100,543 at 6%.
2017242$33,557,421$1,246,861$29,687iApproximate average salary by contribution assumption: employee only about $742,179 at 4% or $494,786 at 6%; with 50% employer match about $494,786 at 4% or $329,857 at 6%; with 100% employer match about $371,090 at 4% or $247,393 at 6%.
Estate of William G. Helis Retirement Plan-42$27,002,273$725,000$17,262iApproximate average salary by contribution assumption: employee only about $431,548 at 4% or $287,698 at 6%; with 50% employer match about $287,698 at 4% or $191,799 at 6%; with 100% employer match about $215,774 at 4% or $143,849 at 6%.
ESTATE OF WILLIAM G. HELIS 401(K) PLAN-42$6,555,148$521,861$12,425iApproximate average salary by contribution assumption: employee only about $310,632 at 4% or $207,088 at 6%; with 50% employer match about $207,088 at 4% or $138,058 at 6%; with 100% employer match about $155,316 at 4% or $103,544 at 6%.
2016246$29,973,256$1,504,521$32,707iApproximate average salary by contribution assumption: employee only about $817,674 at 4% or $545,116 at 6%; with 50% employer match about $545,116 at 4% or $363,411 at 6%; with 100% employer match about $408,837 at 4% or $272,558 at 6%.
Estate of William G. Helis Retirement Plan-46$24,230,519$999,000$21,717iApproximate average salary by contribution assumption: employee only about $542,935 at 4% or $361,957 at 6%; with 50% employer match about $361,957 at 4% or $241,304 at 6%; with 100% employer match about $271,467 at 4% or $180,978 at 6%.
ESTATE OF WILLIAM G. HELIS 401(K) PLAN-45$5,742,737$505,521$11,234iApproximate average salary by contribution assumption: employee only about $280,845 at 4% or $187,230 at 6%; with 50% employer match about $187,230 at 4% or $124,820 at 6%; with 100% employer match about $140,423 at 4% or $93,615 at 6%.
2015248$27,178,379$1,556,137$32,420iApproximate average salary by contribution assumption: employee only about $810,488 at 4% or $540,325 at 6%; with 50% employer match about $540,325 at 4% or $360,217 at 6%; with 100% employer match about $405,244 at 4% or $270,163 at 6%.
Estate of William G. Helis Retirement Plan-48$22,147,864$1,034,553$21,553iApproximate average salary by contribution assumption: employee only about $538,830 at 4% or $359,220 at 6%; with 50% employer match about $359,220 at 4% or $239,480 at 6%; with 100% employer match about $269,415 at 4% or $179,610 at 6%.
ESTATE OF WILLIAM G. HELIS 401(K) PLAN-46$5,030,515$521,584$11,339iApproximate average salary by contribution assumption: employee only about $283,470 at 4% or $188,980 at 6%; with 50% employer match about $188,980 at 4% or $125,986 at 6%; with 100% employer match about $141,735 at 4% or $94,490 at 6%.
2014248$27,756,611$2,057,267$42,860iApproximate average salary by contribution assumption: employee only about $1,071,493 at 4% or $714,329 at 6%; with 50% employer match about $714,329 at 4% or $476,219 at 6%; with 100% employer match about $535,747 at 4% or $357,164 at 6%.
Estate of William G. Helis Retirement Plan-45$23,147,110$1,548,445$34,410iApproximate average salary by contribution assumption: employee only about $860,247 at 4% or $573,498 at 6%; with 50% employer match about $573,498 at 4% or $382,332 at 6%; with 100% employer match about $430,124 at 4% or $286,749 at 6%.
ESTATE OF WILLIAM G. HELIS 401(K) PLAN-48$4,609,501$508,822$10,600iApproximate average salary by contribution assumption: employee only about $265,011 at 4% or $176,674 at 6%; with 50% employer match about $176,674 at 4% or $117,783 at 6%; with 100% employer match about $132,506 at 4% or $88,337 at 6%.
2013250$25,794,438$1,246,383$24,928iApproximate average salary by contribution assumption: employee only about $623,192 at 4% or $415,461 at 6%; with 50% employer match about $415,461 at 4% or $276,974 at 6%; with 100% employer match about $311,596 at 4% or $207,731 at 6%.
Estate of William G. Helis Retirement Plan-46$21,814,420$738,709$16,059iApproximate average salary by contribution assumption: employee only about $401,472 at 4% or $267,648 at 6%; with 50% employer match about $267,648 at 4% or $178,432 at 6%; with 100% employer match about $200,736 at 4% or $133,824 at 6%.
ESTATE OF WILLIAM G. HELIS 401(K) PLAN-50$3,980,018$507,674$10,153iApproximate average salary by contribution assumption: employee only about $253,837 at 4% or $169,225 at 6%; with 50% employer match about $169,225 at 4% or $112,816 at 6%; with 100% employer match about $126,918 at 4% or $84,612 at 6%.
2012253$23,220,793$7,511,922$141,734iApproximate average salary by contribution assumption: employee only about $3,543,359 at 4% or $2,362,240 at 6%; with 50% employer match about $2,362,240 at 4% or $1,574,826 at 6%; with 100% employer match about $1,771,680 at 4% or $1,181,120 at 6%.
Estate of William G. Helis Retirement Plan-48$20,112,390$6,908,494$143,927iApproximate average salary by contribution assumption: employee only about $3,598,174 at 4% or $2,398,783 at 6%; with 50% employer match about $2,398,783 at 4% or $1,599,188 at 6%; with 100% employer match about $1,799,087 at 4% or $1,199,391 at 6%.
ESTATE OF WILLIAM G. HELIS 401(K) PLAN-53$3,108,403$603,428$11,385iApproximate average salary by contribution assumption: employee only about $284,636 at 4% or $189,757 at 6%; with 50% employer match about $189,757 at 4% or $126,505 at 6%; with 100% employer match about $142,318 at 4% or $94,879 at 6%.
2011256$14,819,694$1,852,824$33,086iApproximate average salary by contribution assumption: employee only about $827,154 at 4% or $551,436 at 6%; with 50% employer match about $551,436 at 4% or $367,624 at 6%; with 100% employer match about $413,577 at 4% or $275,718 at 6%.
Estate of William G. Helis Retirement Plan-50$12,575,722$1,420,000$28,400iApproximate average salary by contribution assumption: employee only about $710,000 at 4% or $473,333 at 6%; with 50% employer match about $473,333 at 4% or $315,556 at 6%; with 100% employer match about $355,000 at 4% or $236,667 at 6%.
ESTATE OF WILLIAM G. HELIS 401(K) PLAN-56$2,243,972$432,824$7,729iApproximate average salary by contribution assumption: employee only about $193,225 at 4% or $128,817 at 6%; with 50% employer match about $128,817 at 4% or $85,878 at 6%; with 100% employer match about $96,613 at 4% or $64,408 at 6%.
2010253$14,066,172$2,187,421$41,272iApproximate average salary by contribution assumption: employee only about $1,031,802 at 4% or $687,868 at 6%; with 50% employer match about $687,868 at 4% or $458,579 at 6%; with 100% employer match about $515,901 at 4% or $343,934 at 6%.
Estate of William G. Helis Retirement Plan-47$12,131,743$1,736,612$36,949iApproximate average salary by contribution assumption: employee only about $923,730 at 4% or $615,820 at 6%; with 50% employer match about $615,820 at 4% or $410,547 at 6%; with 100% employer match about $461,865 at 4% or $307,910 at 6%.
Estate of William G. Helis Retirement Plan-53$1,934,429$450,809$8,506iApproximate average salary by contribution assumption: employee only about $212,646 at 4% or $141,764 at 6%; with 50% employer match about $141,764 at 4% or $94,509 at 6%; with 100% employer match about $106,323 at 4% or $70,882 at 6%.
2009251$11,284,827$1,975,037$38,726iApproximate average salary by contribution assumption: employee only about $968,155 at 4% or $645,437 at 6%; with 50% employer match about $645,437 at 4% or $430,291 at 6%; with 100% employer match about $484,078 at 4% or $322,718 at 6%.
Estate of William G. Helis Retirement Plan-49$10,025,158$1,533,388$31,294iApproximate average salary by contribution assumption: employee only about $782,341 at 4% or $521,561 at 6%; with 50% employer match about $521,561 at 4% or $347,707 at 6%; with 100% employer match about $391,170 at 4% or $260,780 at 6%.
Estate of William G. Helis Retirement Plan-51$1,259,669$441,649$8,660iApproximate average salary by contribution assumption: employee only about $216,495 at 4% or $144,330 at 6%; with 50% employer match about $144,330 at 4% or $96,220 at 6%; with 100% employer match about $108,247 at 4% or $72,165 at 6%.
2008252$559,126$397,493$7,644iApproximate average salary by contribution assumption: employee only about $191,102 at 4% or $127,402 at 6%; with 50% employer match about $127,402 at 4% or $84,934 at 6%; with 100% employer match about $95,551 at 4% or $63,701 at 6%.
Estate of William G. Helis Retirement Plan-52$559,126$397,493$7,644iApproximate average salary by contribution assumption: employee only about $191,102 at 4% or $127,402 at 6%; with 50% employer match about $127,402 at 4% or $84,934 at 6%; with 100% employer match about $95,551 at 4% or $63,701 at 6%.
Estate of William G. Helis Retirement Plan-47---
2007247$0$0-
Estate of William G. Helis Retirement Plan-47---
Estate of William G. Helis Retirement Plan-46---
2006140$9,667,301$0-
Estate of William G. Helis Retirement Plan-40$9,667,301--
2005141$9,212,397$0-
Estate of William G. Helis Retirement Plan-41$9,212,397--
2004142$9,976,260$0-
Estate of William G. Helis Retirement Plan-42$9,976,260--
2003135$0$0-
Estate of William G. Helis Retirement Plan-35---
2002140$0$0-
Estate of William G. Helis Retirement Plan-40---
2001140$0$0-
Estate of William G. Helis Retirement Plan-40---
2000137$10,876,556$0-
Estate of William G. Helis Retirement Plan-37$10,876,556--
1999139$10,887,361$0-
Estate of William G. Helis Retirement Plan-39$10,887,361--