Civic Intelligence

Higher Education Library Infor

Plan context: Helin 403(B) Plan

EIN 75-3177964 • Cape Coral, FL • 14 filings • 2 plans

View Related Profile

817 NE 6th AvenueCape Coral, FL 33909
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$191,767

2024 Contributions

$8,132

Historical Graphs

Total Assets Over Time

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

$443,767$221,884$0201120182024YearValue
$191,767Latest year 2024

Participants Over Time

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

420201120182024YearValue
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$191,767$8,132$2,711iApproximate average salary by contribution assumption: employee only about $67,767 at 4% or $45,178 at 6%; with 50% employer match about $45,178 at 4% or $30,119 at 6%; with 100% employer match about $33,883 at 4% or $22,589 at 6%.
Helin 403(B) Plan-3$191,767$8,132$2,711iApproximate average salary by contribution assumption: employee only about $67,767 at 4% or $45,178 at 6%; with 50% employer match about $45,178 at 4% or $30,119 at 6%; with 100% employer match about $33,883 at 4% or $22,589 at 6%.
202312$176,177$7,902$3,951iApproximate average salary by contribution assumption: employee only about $98,775 at 4% or $65,850 at 6%; with 50% employer match about $65,850 at 4% or $43,900 at 6%; with 100% employer match about $49,388 at 4% or $32,925 at 6%.
Helin 403(B) Plan-2$176,177$7,902$3,951iApproximate average salary by contribution assumption: employee only about $98,775 at 4% or $65,850 at 6%; with 50% employer match about $65,850 at 4% or $43,900 at 6%; with 100% employer match about $49,388 at 4% or $32,925 at 6%.
202212$178,460$7,783$3,892iApproximate average salary by contribution assumption: employee only about $97,288 at 4% or $64,858 at 6%; with 50% employer match about $64,858 at 4% or $43,239 at 6%; with 100% employer match about $48,644 at 4% or $32,429 at 6%.
Helin 403(B) Plan-2$178,460$7,783$3,892iApproximate average salary by contribution assumption: employee only about $97,288 at 4% or $64,858 at 6%; with 50% employer match about $64,858 at 4% or $43,239 at 6%; with 100% employer match about $48,644 at 4% or $32,429 at 6%.
202110$352,448$8,000-
Helin 403(B) Plan-0$352,448$8,000-
202013$337,025$7,675$2,558iApproximate average salary by contribution assumption: employee only about $63,958 at 4% or $42,639 at 6%; with 50% employer match about $42,639 at 4% or $28,426 at 6%; with 100% employer match about $31,979 at 4% or $21,319 at 6%.
Helin 403(B) Plan-3$337,025$7,675$2,558iApproximate average salary by contribution assumption: employee only about $63,958 at 4% or $42,639 at 6%; with 50% employer match about $42,639 at 4% or $28,426 at 6%; with 100% employer match about $31,979 at 4% or $21,319 at 6%.
201913$292,072$7,441$2,480iApproximate average salary by contribution assumption: employee only about $62,008 at 4% or $41,339 at 6%; with 50% employer match about $41,339 at 4% or $27,559 at 6%; with 100% employer match about $31,004 at 4% or $20,669 at 6%.
Helin 403(B) Plan-3$292,072$7,441$2,480iApproximate average salary by contribution assumption: employee only about $62,008 at 4% or $41,339 at 6%; with 50% employer match about $41,339 at 4% or $27,559 at 6%; with 100% employer match about $31,004 at 4% or $20,669 at 6%.
201813$242,990$7,190$2,397iApproximate average salary by contribution assumption: employee only about $59,917 at 4% or $39,944 at 6%; with 50% employer match about $39,944 at 4% or $26,630 at 6%; with 100% employer match about $29,958 at 4% or $19,972 at 6%.
Helin 403(B) Plan-3$242,990$7,190$2,397iApproximate average salary by contribution assumption: employee only about $59,917 at 4% or $39,944 at 6%; with 50% employer match about $39,944 at 4% or $26,630 at 6%; with 100% employer match about $29,958 at 4% or $19,972 at 6%.
201713$247,109$7,061$2,354iApproximate average salary by contribution assumption: employee only about $58,842 at 4% or $39,228 at 6%; with 50% employer match about $39,228 at 4% or $26,152 at 6%; with 100% employer match about $29,421 at 4% or $19,614 at 6%.
Helin 403(B) Plan-3$247,109$7,061$2,354iApproximate average salary by contribution assumption: employee only about $58,842 at 4% or $39,228 at 6%; with 50% employer match about $39,228 at 4% or $26,152 at 6%; with 100% employer match about $29,421 at 4% or $19,614 at 6%.
201614$443,767$52,346$13,087iApproximate average salary by contribution assumption: employee only about $327,163 at 4% or $218,108 at 6%; with 50% employer match about $218,108 at 4% or $145,406 at 6%; with 100% employer match about $163,581 at 4% or $109,054 at 6%.
Helin 403(B) Plan-4$443,767$52,346$13,087iApproximate average salary by contribution assumption: employee only about $327,163 at 4% or $218,108 at 6%; with 50% employer match about $218,108 at 4% or $145,406 at 6%; with 100% employer match about $163,581 at 4% or $109,054 at 6%.
201514$363,271$64,866$16,217iApproximate average salary by contribution assumption: employee only about $405,413 at 4% or $270,275 at 6%; with 50% employer match about $270,275 at 4% or $180,183 at 6%; with 100% employer match about $202,706 at 4% or $135,138 at 6%.
Helin 403(B) Plan-4$363,271$64,866$16,217iApproximate average salary by contribution assumption: employee only about $405,413 at 4% or $270,275 at 6%; with 50% employer match about $270,275 at 4% or $180,183 at 6%; with 100% employer match about $202,706 at 4% or $135,138 at 6%.
201414$299,861$287,656$71,914iApproximate average salary by contribution assumption: employee only about $1,797,850 at 4% or $1,198,567 at 6%; with 50% employer match about $1,198,567 at 4% or $799,044 at 6%; with 100% employer match about $898,925 at 4% or $599,283 at 6%.
Helin 403(B) Plan-4$299,861$287,656$71,914iApproximate average salary by contribution assumption: employee only about $1,797,850 at 4% or $1,198,567 at 6%; with 50% employer match about $1,198,567 at 4% or $799,044 at 6%; with 100% employer match about $898,925 at 4% or $599,283 at 6%.
201310$0$9,790-
HIGHER EDUCATION LIBRARY INFOR 401 K PROFIT SHARING PLAN TRUST-0$0$9,790-
201214$131,590$73,891$18,473iApproximate average salary by contribution assumption: employee only about $461,819 at 4% or $307,879 at 6%; with 50% employer match about $307,879 at 4% or $205,253 at 6%; with 100% employer match about $230,909 at 4% or $153,940 at 6%.
HIGHER EDUCATION LIBRARY INFOR 401 K PROFIT SHARING PLAN TRUST-4$131,590$73,891$18,473iApproximate average salary by contribution assumption: employee only about $461,819 at 4% or $307,879 at 6%; with 50% employer match about $307,879 at 4% or $205,253 at 6%; with 100% employer match about $230,909 at 4% or $153,940 at 6%.
201113$49,843$51,666$17,222iApproximate average salary by contribution assumption: employee only about $430,550 at 4% or $287,033 at 6%; with 50% employer match about $287,033 at 4% or $191,356 at 6%; with 100% employer match about $215,275 at 4% or $143,517 at 6%.
HIGHER EDUCATION LIBRARY INFOR 401 K PROFIT SHARING PLAN TRUST-3$49,843$51,666$17,222iApproximate average salary by contribution assumption: employee only about $430,550 at 4% or $287,033 at 6%; with 50% employer match about $287,033 at 4% or $191,356 at 6%; with 100% employer match about $215,275 at 4% or $143,517 at 6%.