Hellman & Associates Inc.
Plan context: Hellman & Associates Inc. 401(K) Plan
EIN 84-1481240 • Wheat Ridge, CO • 22 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
28
2024 Assets
$5,140,041
2024 Contributions
$443,006
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 28 | $5,140,041 | $443,006 | $15,822iApproximate average salary by contribution assumption: employee only about $395,541 at 4% or $263,694 at 6%; with 50% employer match about $263,694 at 4% or $175,796 at 6%; with 100% employer match about $197,771 at 4% or $131,847 at 6%. |
| Hellman & Associates Inc. 401(K) Plan | - | 28 | $5,140,041 | $443,006 | $15,822iApproximate average salary by contribution assumption: employee only about $395,541 at 4% or $263,694 at 6%; with 50% employer match about $263,694 at 4% or $175,796 at 6%; with 100% employer match about $197,771 at 4% or $131,847 at 6%. |
| 2023 | 1 | 25 | $4,029,490 | $423,855 | $16,954iApproximate average salary by contribution assumption: employee only about $423,855 at 4% or $282,570 at 6%; with 50% employer match about $282,570 at 4% or $188,380 at 6%; with 100% employer match about $211,928 at 4% or $141,285 at 6%. |
| Hellman & Associates Inc. 401(K) Plan | - | 25 | $4,029,490 | $423,855 | $16,954iApproximate average salary by contribution assumption: employee only about $423,855 at 4% or $282,570 at 6%; with 50% employer match about $282,570 at 4% or $188,380 at 6%; with 100% employer match about $211,928 at 4% or $141,285 at 6%. |
| 2022 | 1 | 21 | $2,847,744 | $337,842 | $16,088iApproximate average salary by contribution assumption: employee only about $402,193 at 4% or $268,129 at 6%; with 50% employer match about $268,129 at 4% or $178,752 at 6%; with 100% employer match about $201,096 at 4% or $134,064 at 6%. |
| Hellman & Associates Inc. 401(K) Plan | - | 21 | $2,847,744 | $337,842 | $16,088iApproximate average salary by contribution assumption: employee only about $402,193 at 4% or $268,129 at 6%; with 50% employer match about $268,129 at 4% or $178,752 at 6%; with 100% employer match about $201,096 at 4% or $134,064 at 6%. |
| 2021 | 1 | 23 | $3,915,747 | $320,393 | $13,930iApproximate average salary by contribution assumption: employee only about $348,253 at 4% or $232,169 at 6%; with 50% employer match about $232,169 at 4% or $154,779 at 6%; with 100% employer match about $174,127 at 4% or $116,084 at 6%. |
| Hellman & Associates Inc. 401(K) Plan | - | 23 | $3,915,747 | $320,393 | $13,930iApproximate average salary by contribution assumption: employee only about $348,253 at 4% or $232,169 at 6%; with 50% employer match about $232,169 at 4% or $154,779 at 6%; with 100% employer match about $174,127 at 4% or $116,084 at 6%. |
| 2020 | 1 | 22 | $3,454,503 | $224,563 | $10,207iApproximate average salary by contribution assumption: employee only about $255,185 at 4% or $170,123 at 6%; with 50% employer match about $170,123 at 4% or $113,416 at 6%; with 100% employer match about $127,593 at 4% or $85,062 at 6%. |
| Hellman & Associates Inc. 401(K) Plan | - | 22 | $3,454,503 | $224,563 | $10,207iApproximate average salary by contribution assumption: employee only about $255,185 at 4% or $170,123 at 6%; with 50% employer match about $170,123 at 4% or $113,416 at 6%; with 100% employer match about $127,593 at 4% or $85,062 at 6%. |
| 2019 | 1 | 26 | $3,856,191 | $240,449 | $9,248iApproximate average salary by contribution assumption: employee only about $231,201 at 4% or $154,134 at 6%; with 50% employer match about $154,134 at 4% or $102,756 at 6%; with 100% employer match about $115,600 at 4% or $77,067 at 6%. |
| Hellman & Associates Inc. 401(K) Plan | - | 26 | $3,856,191 | $240,449 | $9,248iApproximate average salary by contribution assumption: employee only about $231,201 at 4% or $154,134 at 6%; with 50% employer match about $154,134 at 4% or $102,756 at 6%; with 100% employer match about $115,600 at 4% or $77,067 at 6%. |
| 2018 | 1 | 27 | $3,338,506 | $368,984 | $13,666iApproximate average salary by contribution assumption: employee only about $341,652 at 4% or $227,768 at 6%; with 50% employer match about $227,768 at 4% or $151,845 at 6%; with 100% employer match about $170,826 at 4% or $113,884 at 6%. |
| Hellman & Associates Inc. 401(K) Plan | - | 27 | $3,338,506 | $368,984 | $13,666iApproximate average salary by contribution assumption: employee only about $341,652 at 4% or $227,768 at 6%; with 50% employer match about $227,768 at 4% or $151,845 at 6%; with 100% employer match about $170,826 at 4% or $113,884 at 6%. |
| 2017 | 1 | 27 | $3,089,083 | $787,684 | $29,173iApproximate average salary by contribution assumption: employee only about $729,337 at 4% or $486,225 at 6%; with 50% employer match about $486,225 at 4% or $324,150 at 6%; with 100% employer match about $364,669 at 4% or $243,112 at 6%. |
| Hellman & Associates Inc. 401(K) Plan | - | 27 | $3,089,083 | $787,684 | $29,173iApproximate average salary by contribution assumption: employee only about $729,337 at 4% or $486,225 at 6%; with 50% employer match about $486,225 at 4% or $324,150 at 6%; with 100% employer match about $364,669 at 4% or $243,112 at 6%. |
| 2016 | 1 | 26 | $1,932,484 | $229,885 | $8,842iApproximate average salary by contribution assumption: employee only about $221,043 at 4% or $147,362 at 6%; with 50% employer match about $147,362 at 4% or $98,241 at 6%; with 100% employer match about $110,522 at 4% or $73,681 at 6%. |
| Hellman & Associates Inc. 401(K) Plan | - | 26 | $1,932,484 | $229,885 | $8,842iApproximate average salary by contribution assumption: employee only about $221,043 at 4% or $147,362 at 6%; with 50% employer match about $147,362 at 4% or $98,241 at 6%; with 100% employer match about $110,522 at 4% or $73,681 at 6%. |
| 2015 | 1 | 25 | $1,628,249 | $205,199 | $8,208iApproximate average salary by contribution assumption: employee only about $205,199 at 4% or $136,799 at 6%; with 50% employer match about $136,799 at 4% or $91,200 at 6%; with 100% employer match about $102,599 at 4% or $68,400 at 6%. |
| Hellman & Associates Inc. 401(K) Plan | - | 25 | $1,628,249 | $205,199 | $8,208iApproximate average salary by contribution assumption: employee only about $205,199 at 4% or $136,799 at 6%; with 50% employer match about $136,799 at 4% or $91,200 at 6%; with 100% employer match about $102,599 at 4% or $68,400 at 6%. |
| 2014 | 1 | 22 | $1,708,837 | $144,510 | $6,569iApproximate average salary by contribution assumption: employee only about $164,216 at 4% or $109,477 at 6%; with 50% employer match about $109,477 at 4% or $72,985 at 6%; with 100% employer match about $82,108 at 4% or $54,739 at 6%. |
| Hellman & Associates Inc. 401(K) Plan | - | 22 | $1,708,837 | $144,510 | $6,569iApproximate average salary by contribution assumption: employee only about $164,216 at 4% or $109,477 at 6%; with 50% employer match about $109,477 at 4% or $72,985 at 6%; with 100% employer match about $82,108 at 4% or $54,739 at 6%. |
| 2013 | 1 | 19 | $1,476,367 | $357,454 | $18,813iApproximate average salary by contribution assumption: employee only about $470,334 at 4% or $313,556 at 6%; with 50% employer match about $313,556 at 4% or $209,037 at 6%; with 100% employer match about $235,167 at 4% or $156,778 at 6%. |
| Hellman & Associates Inc. 401(K) Plan | - | 19 | $1,476,367 | $357,454 | $18,813iApproximate average salary by contribution assumption: employee only about $470,334 at 4% or $313,556 at 6%; with 50% employer match about $313,556 at 4% or $209,037 at 6%; with 100% employer match about $235,167 at 4% or $156,778 at 6%. |
| 2012 | 1 | 11 | $917,236 | $88,677 | $8,062iApproximate average salary by contribution assumption: employee only about $201,539 at 4% or $134,359 at 6%; with 50% employer match about $134,359 at 4% or $89,573 at 6%; with 100% employer match about $100,769 at 4% or $67,180 at 6%. |
| Hellman & Associates Inc. 401(K) Plan | - | 11 | $917,236 | $88,677 | $8,062iApproximate average salary by contribution assumption: employee only about $201,539 at 4% or $134,359 at 6%; with 50% employer match about $134,359 at 4% or $89,573 at 6%; with 100% employer match about $100,769 at 4% or $67,180 at 6%. |
| 2011 | 1 | 13 | $769,651 | $82,880 | $6,375iApproximate average salary by contribution assumption: employee only about $159,385 at 4% or $106,256 at 6%; with 50% employer match about $106,256 at 4% or $70,838 at 6%; with 100% employer match about $79,692 at 4% or $53,128 at 6%. |
| Hellman & Associates Inc. 401(K) Plan | - | 13 | $769,651 | $82,880 | $6,375iApproximate average salary by contribution assumption: employee only about $159,385 at 4% or $106,256 at 6%; with 50% employer match about $106,256 at 4% or $70,838 at 6%; with 100% employer match about $79,692 at 4% or $53,128 at 6%. |
| 2010 | 1 | 14 | $790,367 | $94,833 | $6,774iApproximate average salary by contribution assumption: employee only about $169,345 at 4% or $112,896 at 6%; with 50% employer match about $112,896 at 4% or $75,264 at 6%; with 100% employer match about $84,672 at 4% or $56,448 at 6%. |
| Hellman & Associates Inc. 401(K) Plan | - | 14 | $790,367 | $94,833 | $6,774iApproximate average salary by contribution assumption: employee only about $169,345 at 4% or $112,896 at 6%; with 50% employer match about $112,896 at 4% or $75,264 at 6%; with 100% employer match about $84,672 at 4% or $56,448 at 6%. |
| 2009 | 1 | 15 | $615,704 | $105,588 | $7,039iApproximate average salary by contribution assumption: employee only about $175,980 at 4% or $117,320 at 6%; with 50% employer match about $117,320 at 4% or $78,213 at 6%; with 100% employer match about $87,990 at 4% or $58,660 at 6%. |
| Hellman & Associates Inc. 401(K) Plan | - | 15 | $615,704 | $105,588 | $7,039iApproximate average salary by contribution assumption: employee only about $175,980 at 4% or $117,320 at 6%; with 50% employer match about $117,320 at 4% or $78,213 at 6%; with 100% employer match about $87,990 at 4% or $58,660 at 6%. |
| 2008 | 1 | 13 | $376,702 | $77,416 | $5,955iApproximate average salary by contribution assumption: employee only about $148,877 at 4% or $99,251 at 6%; with 50% employer match about $99,251 at 4% or $66,168 at 6%; with 100% employer match about $74,438 at 4% or $49,626 at 6%. |
| Hellman & Associates Inc. 401(K) Plan | - | 13 | $376,702 | $77,416 | $5,955iApproximate average salary by contribution assumption: employee only about $148,877 at 4% or $99,251 at 6%; with 50% employer match about $99,251 at 4% or $66,168 at 6%; with 100% employer match about $74,438 at 4% or $49,626 at 6%. |
| 2007 | 1 | 9 | $461,706 | $122,507 | $13,612iApproximate average salary by contribution assumption: employee only about $340,297 at 4% or $226,865 at 6%; with 50% employer match about $226,865 at 4% or $151,243 at 6%; with 100% employer match about $170,149 at 4% or $113,432 at 6%. |
| Hellman & Associates Inc. 401(K) Plan | - | 9 | $461,706 | $122,507 | $13,612iApproximate average salary by contribution assumption: employee only about $340,297 at 4% or $226,865 at 6%; with 50% employer match about $226,865 at 4% or $151,243 at 6%; with 100% employer match about $170,149 at 4% or $113,432 at 6%. |
| 2006 | 1 | 6 | $336,948 | $93,301 | $15,550iApproximate average salary by contribution assumption: employee only about $388,754 at 4% or $259,169 at 6%; with 50% employer match about $259,169 at 4% or $172,780 at 6%; with 100% employer match about $194,377 at 4% or $129,585 at 6%. |
| Hellman & Associates Inc. 401(K) Plan | - | 6 | $336,948 | $93,301 | $15,550iApproximate average salary by contribution assumption: employee only about $388,754 at 4% or $259,169 at 6%; with 50% employer match about $259,169 at 4% or $172,780 at 6%; with 100% employer match about $194,377 at 4% or $129,585 at 6%. |
| 2005 | 1 | 6 | $213,203 | $85,062 | $14,177iApproximate average salary by contribution assumption: employee only about $354,425 at 4% or $236,283 at 6%; with 50% employer match about $236,283 at 4% or $157,522 at 6%; with 100% employer match about $177,213 at 4% or $118,142 at 6%. |
| Hellman & Associates Inc. 401(K) Plan | - | 6 | $213,203 | $85,062 | $14,177iApproximate average salary by contribution assumption: employee only about $354,425 at 4% or $236,283 at 6%; with 50% employer match about $236,283 at 4% or $157,522 at 6%; with 100% employer match about $177,213 at 4% or $118,142 at 6%. |
| 2004 | 1 | 7 | $112,476 | $77,694 | $11,099iApproximate average salary by contribution assumption: employee only about $277,479 at 4% or $184,986 at 6%; with 50% employer match about $184,986 at 4% or $123,324 at 6%; with 100% employer match about $138,739 at 4% or $92,493 at 6%. |
| Hellman & Associates Inc. 401(K) Plan | - | 7 | $112,476 | $77,694 | $11,099iApproximate average salary by contribution assumption: employee only about $277,479 at 4% or $184,986 at 6%; with 50% employer match about $184,986 at 4% or $123,324 at 6%; with 100% employer match about $138,739 at 4% or $92,493 at 6%. |
| 2003 | 1 | 4 | $26,306 | $26,306 | $6,577iApproximate average salary by contribution assumption: employee only about $164,413 at 4% or $109,608 at 6%; with 50% employer match about $109,608 at 4% or $73,072 at 6%; with 100% employer match about $82,206 at 4% or $54,804 at 6%. |
| Hellman & Associates Inc. 401(K) Plan | - | 4 | $26,306 | $26,306 | $6,577iApproximate average salary by contribution assumption: employee only about $164,413 at 4% or $109,608 at 6%; with 50% employer match about $109,608 at 4% or $73,072 at 6%; with 100% employer match about $82,206 at 4% or $54,804 at 6%. |