Civic Intelligence

Crm Venture Law Inc.

Plan context: The Helvetica Group 401K Profit Sharing Plan

EIN 75-3092446 • Carlsbad, CA • 19 filings • 2 plans

5927 Balfour Court, Suite 208Carlsbad, CA 92008-7377
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$808,230

2024 Contributions

$60,205

Historical Graphs

Total Assets Over Time

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

$857,141$428,571$0200520162024YearValue
$808,230Latest year 2024

Participants Over Time

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

950200520162024YearValue
3Latest year 2024

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
202413$808,230$60,205$20,068iApproximate average salary by contribution assumption: employee only about $501,708 at 4% or $334,472 at 6%; with 50% employer match about $334,472 at 4% or $222,981 at 6%; with 100% employer match about $250,854 at 4% or $167,236 at 6%.
The Helvetica Group 401K Profit Sharing Plan-3$808,230$60,205$20,068iApproximate average salary by contribution assumption: employee only about $501,708 at 4% or $334,472 at 6%; with 50% employer match about $334,472 at 4% or $222,981 at 6%; with 100% employer match about $250,854 at 4% or $167,236 at 6%.
202313$814,719$80,624$26,875iApproximate average salary by contribution assumption: employee only about $671,867 at 4% or $447,911 at 6%; with 50% employer match about $447,911 at 4% or $298,607 at 6%; with 100% employer match about $335,933 at 4% or $223,956 at 6%.
The Helvetica Group 401K Profit Sharing Plan-3$814,719$80,624$26,875iApproximate average salary by contribution assumption: employee only about $671,867 at 4% or $447,911 at 6%; with 50% employer match about $447,911 at 4% or $298,607 at 6%; with 100% employer match about $335,933 at 4% or $223,956 at 6%.
202212$627,614$44,363$22,182iApproximate average salary by contribution assumption: employee only about $554,538 at 4% or $369,692 at 6%; with 50% employer match about $369,692 at 4% or $246,461 at 6%; with 100% employer match about $277,269 at 4% or $184,846 at 6%.
The Helvetica Group 401K Profit Sharing Plan-2$627,614$44,363$22,182iApproximate average salary by contribution assumption: employee only about $554,538 at 4% or $369,692 at 6%; with 50% employer match about $369,692 at 4% or $246,461 at 6%; with 100% employer match about $277,269 at 4% or $184,846 at 6%.
202112$657,898$18,609$9,305iApproximate average salary by contribution assumption: employee only about $232,613 at 4% or $155,075 at 6%; with 50% employer match about $155,075 at 4% or $103,383 at 6%; with 100% employer match about $116,306 at 4% or $77,538 at 6%.
The Helvetica Group 401K Profit Sharing Plan-2$657,898$18,609$9,305iApproximate average salary by contribution assumption: employee only about $232,613 at 4% or $155,075 at 6%; with 50% employer match about $155,075 at 4% or $103,383 at 6%; with 100% employer match about $116,306 at 4% or $77,538 at 6%.
202013$857,141$23,494$7,831iApproximate average salary by contribution assumption: employee only about $195,783 at 4% or $130,522 at 6%; with 50% employer match about $130,522 at 4% or $87,015 at 6%; with 100% employer match about $97,892 at 4% or $65,261 at 6%.
The Helvetica Group 401K Profit Sharing Plan-3$857,141$23,494$7,831iApproximate average salary by contribution assumption: employee only about $195,783 at 4% or $130,522 at 6%; with 50% employer match about $130,522 at 4% or $87,015 at 6%; with 100% employer match about $97,892 at 4% or $65,261 at 6%.
201913$803,885$69,592$23,197iApproximate average salary by contribution assumption: employee only about $579,933 at 4% or $386,622 at 6%; with 50% employer match about $386,622 at 4% or $257,748 at 6%; with 100% employer match about $289,967 at 4% or $193,311 at 6%.
The Helvetica Group 401K Profit Sharing Plan-3$803,885$69,592$23,197iApproximate average salary by contribution assumption: employee only about $579,933 at 4% or $386,622 at 6%; with 50% employer match about $386,622 at 4% or $257,748 at 6%; with 100% employer match about $289,967 at 4% or $193,311 at 6%.
201813$729,120$74,932$24,977iApproximate average salary by contribution assumption: employee only about $624,433 at 4% or $416,289 at 6%; with 50% employer match about $416,289 at 4% or $277,526 at 6%; with 100% employer match about $312,217 at 4% or $208,144 at 6%.
The Helvetica Group 401K Profit Sharing Plan-3$729,120$74,932$24,977iApproximate average salary by contribution assumption: employee only about $624,433 at 4% or $416,289 at 6%; with 50% employer match about $416,289 at 4% or $277,526 at 6%; with 100% employer match about $312,217 at 4% or $208,144 at 6%.
201713$643,700$75,736$25,245iApproximate average salary by contribution assumption: employee only about $631,133 at 4% or $420,756 at 6%; with 50% employer match about $420,756 at 4% or $280,504 at 6%; with 100% employer match about $315,567 at 4% or $210,378 at 6%.
The Helvetica Group 401K Profit Sharing Plan-3$643,700$75,736$25,245iApproximate average salary by contribution assumption: employee only about $631,133 at 4% or $420,756 at 6%; with 50% employer match about $420,756 at 4% or $280,504 at 6%; with 100% employer match about $315,567 at 4% or $210,378 at 6%.
201613$554,423$75,239$25,080iApproximate average salary by contribution assumption: employee only about $626,992 at 4% or $417,994 at 6%; with 50% employer match about $417,994 at 4% or $278,663 at 6%; with 100% employer match about $313,496 at 4% or $208,997 at 6%.
The Helvetica Group 401K Profit Sharing Plan-3$554,423$75,239$25,080iApproximate average salary by contribution assumption: employee only about $626,992 at 4% or $417,994 at 6%; with 50% employer match about $417,994 at 4% or $278,663 at 6%; with 100% employer match about $313,496 at 4% or $208,997 at 6%.
201513$476,295$52,594$17,531iApproximate average salary by contribution assumption: employee only about $438,283 at 4% or $292,189 at 6%; with 50% employer match about $292,189 at 4% or $194,793 at 6%; with 100% employer match about $219,142 at 4% or $146,094 at 6%.
The Helvetica Group 401K Profit Sharing Plan-3$476,295$52,594$17,531iApproximate average salary by contribution assumption: employee only about $438,283 at 4% or $292,189 at 6%; with 50% employer match about $292,189 at 4% or $194,793 at 6%; with 100% employer match about $219,142 at 4% or $146,094 at 6%.
201417$413,431$89,467$12,781iApproximate average salary by contribution assumption: employee only about $319,525 at 4% or $213,017 at 6%; with 50% employer match about $213,017 at 4% or $142,011 at 6%; with 100% employer match about $159,763 at 4% or $106,508 at 6%.
The Helvetica Group 401K Profit Sharing Plan-7$413,431$89,467$12,781iApproximate average salary by contribution assumption: employee only about $319,525 at 4% or $213,017 at 6%; with 50% employer match about $213,017 at 4% or $142,011 at 6%; with 100% employer match about $159,763 at 4% or $106,508 at 6%.
201313$324,991$94,932$31,644iApproximate average salary by contribution assumption: employee only about $791,100 at 4% or $527,400 at 6%; with 50% employer match about $527,400 at 4% or $351,600 at 6%; with 100% employer match about $395,550 at 4% or $263,700 at 6%.
The Helvetica Group 401K Profit Sharing Plan-3$324,991$94,932$31,644iApproximate average salary by contribution assumption: employee only about $791,100 at 4% or $527,400 at 6%; with 50% employer match about $527,400 at 4% or $351,600 at 6%; with 100% employer match about $395,550 at 4% or $263,700 at 6%.
201218$422,561$82,320$10,290iApproximate average salary by contribution assumption: employee only about $257,250 at 4% or $171,500 at 6%; with 50% employer match about $171,500 at 4% or $114,333 at 6%; with 100% employer match about $128,625 at 4% or $85,750 at 6%.
The Helvetica Group 401K Profit Sharing Plan-8$422,561$82,320$10,290iApproximate average salary by contribution assumption: employee only about $257,250 at 4% or $171,500 at 6%; with 50% employer match about $171,500 at 4% or $114,333 at 6%; with 100% employer match about $128,625 at 4% or $85,750 at 6%.
201119$272,153$137,211$15,246iApproximate average salary by contribution assumption: employee only about $381,142 at 4% or $254,094 at 6%; with 50% employer match about $254,094 at 4% or $169,396 at 6%; with 100% employer match about $190,571 at 4% or $127,047 at 6%.
The Helvetica Group 401K Profit Sharing Plan-9$272,153$137,211$15,246iApproximate average salary by contribution assumption: employee only about $381,142 at 4% or $254,094 at 6%; with 50% employer match about $254,094 at 4% or $169,396 at 6%; with 100% employer match about $190,571 at 4% or $127,047 at 6%.
201019$135,425$120,263$13,363iApproximate average salary by contribution assumption: employee only about $334,064 at 4% or $222,709 at 6%; with 50% employer match about $222,709 at 4% or $148,473 at 6%; with 100% employer match about $167,032 at 4% or $111,355 at 6%.
The Helvetica Group 401K Profit Sharing Plan-9$135,425$120,263$13,363iApproximate average salary by contribution assumption: employee only about $334,064 at 4% or $222,709 at 6%; with 50% employer match about $222,709 at 4% or $148,473 at 6%; with 100% employer match about $167,032 at 4% or $111,355 at 6%.
200923$30,225$0-
The Helvetica Group 401K Profit Sharing Plan-1$15,139$0-
The Helvetica Group 401K Profit Sharing Plan-3$15,086--
200611$28,758$0-
The Helvetica Group 401K Profit Sharing Plan-1$28,758--
200512$28,000$28,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
The Helvetica Group 401K Profit Sharing Plan-2$28,000$28,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.