Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$759,493
2025 Contributions
$36,636
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 5 | $759,493 | $36,636 | $7,327iApproximate average salary by contribution assumption: employee only about $183,180 at 4% or $122,120 at 6%; with 50% employer match about $122,120 at 4% or $81,413 at 6%; with 100% employer match about $91,590 at 4% or $61,060 at 6%. |
| Helios Sun Co. 401(K) Plan | - | 5 | $759,493 | $36,636 | $7,327iApproximate average salary by contribution assumption: employee only about $183,180 at 4% or $122,120 at 6%; with 50% employer match about $122,120 at 4% or $81,413 at 6%; with 100% employer match about $91,590 at 4% or $61,060 at 6%. |
| 2024 | 1 | 4 | $483,910 | $16,868 | $4,217iApproximate average salary by contribution assumption: employee only about $105,425 at 4% or $70,283 at 6%; with 50% employer match about $70,283 at 4% or $46,856 at 6%; with 100% employer match about $52,713 at 4% or $35,142 at 6%. |
| Helios Sun Co. 401(K) Plan | - | 4 | $483,910 | $16,868 | $4,217iApproximate average salary by contribution assumption: employee only about $105,425 at 4% or $70,283 at 6%; with 50% employer match about $70,283 at 4% or $46,856 at 6%; with 100% employer match about $52,713 at 4% or $35,142 at 6%. |
| 2023 | 1 | 4 | $416,946 | $0 | - |
| Helios Sun Co. 401(K) Plan | - | 4 | $416,946 | - | - |
| 2022 | 1 | 1 | $400,847 | $0 | - |
| Helios Sun Co. 401(K) Plan | - | 1 | $400,847 | - | - |
| 2021 | 1 | 1 | $231,895 | $334,770 | $334,770iApproximate average salary by contribution assumption: employee only about $8,369,250 at 4% or $5,579,500 at 6%; with 50% employer match about $5,579,500 at 4% or $3,719,667 at 6%; with 100% employer match about $4,184,625 at 4% or $2,789,750 at 6%. |
| Helios Sun Co. 401(K) Plan | - | 1 | $231,895 | $334,770 | $334,770iApproximate average salary by contribution assumption: employee only about $8,369,250 at 4% or $5,579,500 at 6%; with 50% employer match about $5,579,500 at 4% or $3,719,667 at 6%; with 100% employer match about $4,184,625 at 4% or $2,789,750 at 6%. |