Civic Intelligence

Daniel P. Helton, CPA

Plan context: Daniel P. Helton, CPA Profit-Sharing Plan

EIN 85-0339705 • 9 filings • 2 plans

Current Snapshot

Latest Year

2013

2013 Participants

2

2013 Assets

$154,229

2013 Contributions

$6,333

Historical Graphs

Total Assets Over Time

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

$158,919$79,460$0200520102012YearValue
$154,229Latest year 2012

Participants Over Time

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

210200520092012YearValue
2Latest 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-
Daniel P. Helton, CPA Profit-Sharing Plan-----
201212$154,229$0-
Daniel P. Helton, CPA Profit-Sharing Plan-2$154,229--
201112$153,554$0-
Daniel P. Helton, CPA Profit-Sharing Plan-2$153,554--
201012$158,919$0-
Daniel P. Helton, CPA Profit-Sharing Plan-2$158,919--
200912$147,060$6,333$3,167iApproximate average salary by contribution assumption: employee only about $79,163 at 4% or $52,775 at 6%; with 50% employer match about $52,775 at 4% or $35,183 at 6%; with 100% employer match about $39,581 at 4% or $26,388 at 6%.
Daniel P. Helton, CPA Profit-Sharing Plan-2$147,060$6,333$3,167iApproximate average salary by contribution assumption: employee only about $79,163 at 4% or $52,775 at 6%; with 50% employer match about $52,775 at 4% or $35,183 at 6%; with 100% employer match about $39,581 at 4% or $26,388 at 6%.
200812$0$0-
Daniel P. Helton, CPA Profit-Sharing Plan-2---
200712$0$0-
Daniel P. Helton, CPA Profit-Sharing Plan-2---
200612$101,377$53,723$26,862iApproximate average salary by contribution assumption: employee only about $671,538 at 4% or $447,692 at 6%; with 50% employer match about $447,692 at 4% or $298,461 at 6%; with 100% employer match about $335,769 at 4% or $223,846 at 6%.
Daniel P. Helton, CPA Profit-Sharing Plan-2$101,377$53,723$26,862iApproximate average salary by contribution assumption: employee only about $671,538 at 4% or $447,692 at 6%; with 50% employer match about $447,692 at 4% or $298,461 at 6%; with 100% employer match about $335,769 at 4% or $223,846 at 6%.
200512$43,217$43,217$21,609iApproximate average salary by contribution assumption: employee only about $540,213 at 4% or $360,142 at 6%; with 50% employer match about $360,142 at 4% or $240,094 at 6%; with 100% employer match about $270,106 at 4% or $180,071 at 6%.
Daniel P. Helton, CPA Profit-Sharing Plan-2$43,217$43,217$21,609iApproximate average salary by contribution assumption: employee only about $540,213 at 4% or $360,142 at 6%; with 50% employer match about $360,142 at 4% or $240,094 at 6%; with 100% employer match about $270,106 at 4% or $180,071 at 6%.