Current Snapshot
Latest Year
2024
2024 Participants
14
2024 Assets
$809,645
2024 Contributions
$638,448
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 | 14 | $809,645 | $638,448 | $45,603iApproximate average salary by contribution assumption: employee only about $1,140,086 at 4% or $760,057 at 6%; with 50% employer match about $760,057 at 4% or $506,705 at 6%; with 100% employer match about $570,043 at 4% or $380,029 at 6%. |
| Helu LLC 401(K) Plan | - | 14 | $809,645 | $638,448 | $45,603iApproximate average salary by contribution assumption: employee only about $1,140,086 at 4% or $760,057 at 6%; with 50% employer match about $760,057 at 4% or $506,705 at 6%; with 100% employer match about $570,043 at 4% or $380,029 at 6%. |
| 2023 | 1 | 13 | $119,119 | $62,676 | $4,821iApproximate average salary by contribution assumption: employee only about $120,531 at 4% or $80,354 at 6%; with 50% employer match about $80,354 at 4% or $53,569 at 6%; with 100% employer match about $60,265 at 4% or $40,177 at 6%. |
| Helu LLC 401(K) Plan | - | 13 | $119,119 | $62,676 | $4,821iApproximate average salary by contribution assumption: employee only about $120,531 at 4% or $80,354 at 6%; with 50% employer match about $80,354 at 4% or $53,569 at 6%; with 100% employer match about $60,265 at 4% or $40,177 at 6%. |
| 2022 | 1 | 7 | $40,397 | $36,316 | $5,188iApproximate average salary by contribution assumption: employee only about $129,700 at 4% or $86,467 at 6%; with 50% employer match about $86,467 at 4% or $57,644 at 6%; with 100% employer match about $64,850 at 4% or $43,233 at 6%. |
| Helu LLC 401(K) Plan | - | 7 | $40,397 | $36,316 | $5,188iApproximate average salary by contribution assumption: employee only about $129,700 at 4% or $86,467 at 6%; with 50% employer match about $86,467 at 4% or $57,644 at 6%; with 100% employer match about $64,850 at 4% or $43,233 at 6%. |
| 2021 | 1 | 5 | $7,507 | $7,553 | $1,511iApproximate average salary by contribution assumption: employee only about $37,765 at 4% or $25,177 at 6%; with 50% employer match about $25,177 at 4% or $16,784 at 6%; with 100% employer match about $18,883 at 4% or $12,588 at 6%. |
| Helu LLC 401(K) Plan | - | 5 | $7,507 | $7,553 | $1,511iApproximate average salary by contribution assumption: employee only about $37,765 at 4% or $25,177 at 6%; with 50% employer match about $25,177 at 4% or $16,784 at 6%; with 100% employer match about $18,883 at 4% or $12,588 at 6%. |