Civic Intelligence

HELMS BRISCOE PERFORMANCE GROUP,

Plan context: Helms Briscoe Performance Group Inc. 401(K) Plan

EIN 86-0790056 • Sctottsdale, AZ • 10 filings • 1 plans

20875 N 90th PlSuite 210Sctottsdale, AZ 85255
Current Snapshot

Latest Year

2025

2025 Participants

24

2025 Assets

$2,616,322

2025 Contributions

$300,197

Historical Graphs

Total Assets Over Time

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

$2,616,322$1,308,161$0201620212025YearValue
$2,616,322Latest year 2025

Participants Over Time

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

39200201620212025YearValue
24Latest year 2025

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
2025124$2,616,322$300,197$12,508iApproximate average salary by contribution assumption: employee only about $312,705 at 4% or $208,470 at 6%; with 50% employer match about $208,470 at 4% or $138,980 at 6%; with 100% employer match about $156,353 at 4% or $104,235 at 6%.
Helms Briscoe Performance Group Inc. 401(K) Plan-24$2,616,322$300,197$12,508iApproximate average salary by contribution assumption: employee only about $312,705 at 4% or $208,470 at 6%; with 50% employer match about $208,470 at 4% or $138,980 at 6%; with 100% employer match about $156,353 at 4% or $104,235 at 6%.
2024124$1,985,425$248,165$10,340iApproximate average salary by contribution assumption: employee only about $258,505 at 4% or $172,337 at 6%; with 50% employer match about $172,337 at 4% or $114,891 at 6%; with 100% employer match about $129,253 at 4% or $86,168 at 6%.
Helms Briscoe Performance Group Inc. 401(K) Plan-24$1,985,425$248,165$10,340iApproximate average salary by contribution assumption: employee only about $258,505 at 4% or $172,337 at 6%; with 50% employer match about $172,337 at 4% or $114,891 at 6%; with 100% employer match about $129,253 at 4% or $86,168 at 6%.
2023120$1,540,783$227,534$11,377iApproximate average salary by contribution assumption: employee only about $284,418 at 4% or $189,612 at 6%; with 50% employer match about $189,612 at 4% or $126,408 at 6%; with 100% employer match about $142,209 at 4% or $94,806 at 6%.
Helms Briscoe Performance Group Inc. 401(K) Plan-20$1,540,783$227,534$11,377iApproximate average salary by contribution assumption: employee only about $284,418 at 4% or $189,612 at 6%; with 50% employer match about $189,612 at 4% or $126,408 at 6%; with 100% employer match about $142,209 at 4% or $94,806 at 6%.
2022119$1,126,638$210,926$11,101iApproximate average salary by contribution assumption: employee only about $277,534 at 4% or $185,023 at 6%; with 50% employer match about $185,023 at 4% or $123,349 at 6%; with 100% employer match about $138,767 at 4% or $92,511 at 6%.
Helms Briscoe Performance Group Inc. 401(K) Plan-19$1,126,638$210,926$11,101iApproximate average salary by contribution assumption: employee only about $277,534 at 4% or $185,023 at 6%; with 50% employer match about $185,023 at 4% or $123,349 at 6%; with 100% employer match about $138,767 at 4% or $92,511 at 6%.
2021119$1,227,628$173,031$9,107iApproximate average salary by contribution assumption: employee only about $227,672 at 4% or $151,782 at 6%; with 50% employer match about $151,782 at 4% or $101,188 at 6%; with 100% employer match about $113,836 at 4% or $75,891 at 6%.
Helms Briscoe Performance Group Inc. 401(K) Plan-19$1,227,628$173,031$9,107iApproximate average salary by contribution assumption: employee only about $227,672 at 4% or $151,782 at 6%; with 50% employer match about $151,782 at 4% or $101,188 at 6%; with 100% employer match about $113,836 at 4% or $75,891 at 6%.
2020139$914,109$170,442$4,370iApproximate average salary by contribution assumption: employee only about $109,258 at 4% or $72,838 at 6%; with 50% employer match about $72,838 at 4% or $48,559 at 6%; with 100% employer match about $54,629 at 4% or $36,419 at 6%.
Helms Briscoe Performance Group Inc. 401(K) Plan-39$914,109$170,442$4,370iApproximate average salary by contribution assumption: employee only about $109,258 at 4% or $72,838 at 6%; with 50% employer match about $72,838 at 4% or $48,559 at 6%; with 100% employer match about $54,629 at 4% or $36,419 at 6%.
2019138$713,224$171,906$4,524iApproximate average salary by contribution assumption: employee only about $113,096 at 4% or $75,397 at 6%; with 50% employer match about $75,397 at 4% or $50,265 at 6%; with 100% employer match about $56,548 at 4% or $37,699 at 6%.
Helms Briscoe Performance Group Inc. 401(K) Plan-38$713,224$171,906$4,524iApproximate average salary by contribution assumption: employee only about $113,096 at 4% or $75,397 at 6%; with 50% employer match about $75,397 at 4% or $50,265 at 6%; with 100% employer match about $56,548 at 4% or $37,699 at 6%.
2018138$503,612$194,498$5,118iApproximate average salary by contribution assumption: employee only about $127,959 at 4% or $85,306 at 6%; with 50% employer match about $85,306 at 4% or $56,871 at 6%; with 100% employer match about $63,980 at 4% or $42,653 at 6%.
Helms Briscoe Performance Group Inc. 401(K) Plan-38$503,612$194,498$5,118iApproximate average salary by contribution assumption: employee only about $127,959 at 4% or $85,306 at 6%; with 50% employer match about $85,306 at 4% or $56,871 at 6%; with 100% employer match about $63,980 at 4% or $42,653 at 6%.
2017138$410,852$223,105$5,871iApproximate average salary by contribution assumption: employee only about $146,780 at 4% or $97,853 at 6%; with 50% employer match about $97,853 at 4% or $65,235 at 6%; with 100% employer match about $73,390 at 4% or $48,927 at 6%.
Helms Briscoe Performance Group Inc. 401(K) Plan-38$410,852$223,105$5,871iApproximate average salary by contribution assumption: employee only about $146,780 at 4% or $97,853 at 6%; with 50% employer match about $97,853 at 4% or $65,235 at 6%; with 100% employer match about $73,390 at 4% or $48,927 at 6%.
2016137$164,292$158,311$4,279iApproximate average salary by contribution assumption: employee only about $106,967 at 4% or $71,311 at 6%; with 50% employer match about $71,311 at 4% or $47,541 at 6%; with 100% employer match about $53,483 at 4% or $35,656 at 6%.
Helms Briscoe Performance Group Inc. 401(K) Plan-37$164,292$158,311$4,279iApproximate average salary by contribution assumption: employee only about $106,967 at 4% or $71,311 at 6%; with 50% employer match about $71,311 at 4% or $47,541 at 6%; with 100% employer match about $53,483 at 4% or $35,656 at 6%.