Civic Intelligence

Stephen J. Helvie, M.D. Inc.

Plan context: Stephen J. Helvie, M.D. Inc. Employees Profit Sharing Plan and Trust

EIN 77-0104812 • Bakersfield, CA • 14 filings • 2 plans

2323 16th Street, Suite 203Bakersfield, CA 93301
Current Snapshot

Latest Year

2013

2013 Participants

3

2013 Assets

$3,923,411

2013 Contributions

$187,208

Historical Graphs

Total Assets Over Time

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

$3,923,411$1,961,706$0199920052012YearValue
$3,923,411Latest year 2012

Participants Over Time

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

530199920052012YearValue
3Latest year 2012

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
201310$0$0-
Stephen J. Helvie, M.D. Inc. Employees Profit Sharing Plan and Trust-0$0$0-
201213$3,923,411$187,208$62,403iApproximate average salary by contribution assumption: employee only about $1,560,067 at 4% or $1,040,044 at 6%; with 50% employer match about $1,040,044 at 4% or $693,363 at 6%; with 100% employer match about $780,033 at 4% or $520,022 at 6%.
Stephen J. Helvie, M.D. Inc. Employees Profit Sharing Plan and Trust-3$3,923,411$187,208$62,403iApproximate average salary by contribution assumption: employee only about $1,560,067 at 4% or $1,040,044 at 6%; with 50% employer match about $1,040,044 at 4% or $693,363 at 6%; with 100% employer match about $780,033 at 4% or $520,022 at 6%.
201114$3,483,844$150,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
Stephen J. Helvie, M.D. Inc. Employees Profit Sharing Plan and Trust-4$3,483,844$150,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
201014$3,277,096$150,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
Stephen J. Helvie, M.D. Inc. Employees Profit Sharing Plan and Trust-4$3,277,096$150,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
200913$3,079,168$150,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Stephen J. Helvie, M.D. Inc. Employees Profit Sharing Plan and Trust-3$3,079,168$150,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
200814$2,901,717$250,000$62,500iApproximate average salary by contribution assumption: employee only about $1,562,500 at 4% or $1,041,667 at 6%; with 50% employer match about $1,041,667 at 4% or $694,444 at 6%; with 100% employer match about $781,250 at 4% or $520,833 at 6%.
Stephen J. Helvie, M.D. Inc. Employees Profit Sharing Plan and Trust-4$2,901,717$250,000$62,500iApproximate average salary by contribution assumption: employee only about $1,562,500 at 4% or $1,041,667 at 6%; with 50% employer match about $1,041,667 at 4% or $694,444 at 6%; with 100% employer match about $781,250 at 4% or $520,833 at 6%.
200713$0$0-
Stephen J. Helvie, M.D. Inc. Employees Profit Sharing Plan and Trust-3---
200515$2,419,812$171,983$34,397iApproximate average salary by contribution assumption: employee only about $859,915 at 4% or $573,277 at 6%; with 50% employer match about $573,277 at 4% or $382,184 at 6%; with 100% employer match about $429,958 at 4% or $286,638 at 6%.
Stephen J. Helvie, M.D. Inc. Employees Profit Sharing Plan and Trust-5$2,419,812$171,983$34,397iApproximate average salary by contribution assumption: employee only about $859,915 at 4% or $573,277 at 6%; with 50% employer match about $573,277 at 4% or $382,184 at 6%; with 100% employer match about $429,958 at 4% or $286,638 at 6%.
200414$2,190,533$186,485$46,621iApproximate average salary by contribution assumption: employee only about $1,165,531 at 4% or $777,021 at 6%; with 50% employer match about $777,021 at 4% or $518,014 at 6%; with 100% employer match about $582,766 at 4% or $388,510 at 6%.
Stephen J. Helvie, M.D. Inc. Employees Profit Sharing Plan and Trust-4$2,190,533$186,485$46,621iApproximate average salary by contribution assumption: employee only about $1,165,531 at 4% or $777,021 at 6%; with 50% employer match about $777,021 at 4% or $518,014 at 6%; with 100% employer match about $582,766 at 4% or $388,510 at 6%.
200313$1,983,071$173,529$57,843iApproximate average salary by contribution assumption: employee only about $1,446,075 at 4% or $964,050 at 6%; with 50% employer match about $964,050 at 4% or $642,700 at 6%; with 100% employer match about $723,038 at 4% or $482,025 at 6%.
Stephen J. Helvie, M.D. Inc. Employees Profit Sharing Plan and Trust-3$1,983,071$173,529$57,843iApproximate average salary by contribution assumption: employee only about $1,446,075 at 4% or $964,050 at 6%; with 50% employer match about $964,050 at 4% or $642,700 at 6%; with 100% employer match about $723,038 at 4% or $482,025 at 6%.
200214$1,739,779$139,284$34,821iApproximate average salary by contribution assumption: employee only about $870,525 at 4% or $580,350 at 6%; with 50% employer match about $580,350 at 4% or $386,900 at 6%; with 100% employer match about $435,263 at 4% or $290,175 at 6%.
Stephen J. Helvie, M.D. Inc. Employees Profit Sharing Plan and Trust-4$1,739,779$139,284$34,821iApproximate average salary by contribution assumption: employee only about $870,525 at 4% or $580,350 at 6%; with 50% employer match about $580,350 at 4% or $386,900 at 6%; with 100% employer match about $435,263 at 4% or $290,175 at 6%.
200114$0$0-
Stephen J. Helvie, M.D. Inc. Employees Profit Sharing Plan and Trust-4---
200015$1,763,165$43,798$8,760iApproximate average salary by contribution assumption: employee only about $218,990 at 4% or $145,993 at 6%; with 50% employer match about $145,993 at 4% or $97,329 at 6%; with 100% employer match about $109,495 at 4% or $72,997 at 6%.
Stephen J. Helvie, M.D. Inc. Employees Profit Sharing Plan and Trust-5$1,763,165$43,798$8,760iApproximate average salary by contribution assumption: employee only about $218,990 at 4% or $145,993 at 6%; with 50% employer match about $145,993 at 4% or $97,329 at 6%; with 100% employer match about $109,495 at 4% or $72,997 at 6%.
199914$1,755,544$39,619$9,905iApproximate average salary by contribution assumption: employee only about $247,619 at 4% or $165,079 at 6%; with 50% employer match about $165,079 at 4% or $110,053 at 6%; with 100% employer match about $123,809 at 4% or $82,540 at 6%.
Stephen J. Helvie, M.D. Inc. Employees Profit Sharing Plan and Trust-4$1,755,544$39,619$9,905iApproximate average salary by contribution assumption: employee only about $247,619 at 4% or $165,079 at 6%; with 50% employer match about $165,079 at 4% or $110,053 at 6%; with 100% employer match about $123,809 at 4% or $82,540 at 6%.