Civic Intelligence

Peter Helton, D.O. PC.

Plan context: Peter Helton, D.O. PC. 401(K) Profit Sharing Plan

EIN 91-2147522 • Newport Beach, CA • 25 filings • 4 plans

1901 Westcliff Drive, Suite 2Newport Beach, CA 92660
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$2,060,687

2024 Contributions

$100,003

Historical Graphs

Total Assets Over Time

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

$2,060,687$1,030,344$0200420152024YearValue
$2,060,687Latest year 2024

Participants Over Time

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

1050200420142024YearValue
9Latest year 2024

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
202419$2,060,687$100,003$11,111iApproximate average salary by contribution assumption: employee only about $277,786 at 4% or $185,191 at 6%; with 50% employer match about $185,191 at 4% or $123,460 at 6%; with 100% employer match about $138,893 at 4% or $92,595 at 6%.
Peter Helton, D.O. PC. 401(K) Profit Sharing Plan-9$2,060,687$100,003$11,111iApproximate average salary by contribution assumption: employee only about $277,786 at 4% or $185,191 at 6%; with 50% employer match about $185,191 at 4% or $123,460 at 6%; with 100% employer match about $138,893 at 4% or $92,595 at 6%.
202318$1,785,837$94,701$11,838iApproximate average salary by contribution assumption: employee only about $295,941 at 4% or $197,294 at 6%; with 50% employer match about $197,294 at 4% or $131,529 at 6%; with 100% employer match about $147,970 at 4% or $98,647 at 6%.
Peter Helton, D.O. PC. 401(K) Profit Sharing Plan-8$1,785,837$94,701$11,838iApproximate average salary by contribution assumption: employee only about $295,941 at 4% or $197,294 at 6%; with 50% employer match about $197,294 at 4% or $131,529 at 6%; with 100% employer match about $147,970 at 4% or $98,647 at 6%.
202218$1,487,620$85,652$10,707iApproximate average salary by contribution assumption: employee only about $267,663 at 4% or $178,442 at 6%; with 50% employer match about $178,442 at 4% or $118,961 at 6%; with 100% employer match about $133,831 at 4% or $89,221 at 6%.
Peter Helton, D.O. PC. 401(K) Profit Sharing Plan-8$1,487,620$85,652$10,707iApproximate average salary by contribution assumption: employee only about $267,663 at 4% or $178,442 at 6%; with 50% employer match about $178,442 at 4% or $118,961 at 6%; with 100% employer match about $133,831 at 4% or $89,221 at 6%.
202119$1,736,444$102,690$11,410iApproximate average salary by contribution assumption: employee only about $285,250 at 4% or $190,167 at 6%; with 50% employer match about $190,167 at 4% or $126,778 at 6%; with 100% employer match about $142,625 at 4% or $95,083 at 6%.
Peter Helton, D.O. PC. 401(K) Profit Sharing Plan-9$1,736,444$102,690$11,410iApproximate average salary by contribution assumption: employee only about $285,250 at 4% or $190,167 at 6%; with 50% employer match about $190,167 at 4% or $126,778 at 6%; with 100% employer match about $142,625 at 4% or $95,083 at 6%.
2020110$1,468,687$102,459$10,246iApproximate average salary by contribution assumption: employee only about $256,148 at 4% or $170,765 at 6%; with 50% employer match about $170,765 at 4% or $113,843 at 6%; with 100% employer match about $128,074 at 4% or $85,383 at 6%.
Peter Helton, D.O. PC. 401(K) Profit Sharing Plan-10$1,468,687$102,459$10,246iApproximate average salary by contribution assumption: employee only about $256,148 at 4% or $170,765 at 6%; with 50% employer match about $170,765 at 4% or $113,843 at 6%; with 100% employer match about $128,074 at 4% or $85,383 at 6%.
201919$1,175,588$102,627$11,403iApproximate average salary by contribution assumption: employee only about $285,075 at 4% or $190,050 at 6%; with 50% employer match about $190,050 at 4% or $126,700 at 6%; with 100% employer match about $142,538 at 4% or $95,025 at 6%.
Peter Helton, D.O. PC. 401(K) Profit Sharing Plan-9$1,175,588$102,627$11,403iApproximate average salary by contribution assumption: employee only about $285,075 at 4% or $190,050 at 6%; with 50% employer match about $190,050 at 4% or $126,700 at 6%; with 100% employer match about $142,538 at 4% or $95,025 at 6%.
2018110$896,632$180,236$18,024iApproximate average salary by contribution assumption: employee only about $450,590 at 4% or $300,393 at 6%; with 50% employer match about $300,393 at 4% or $200,262 at 6%; with 100% employer match about $225,295 at 4% or $150,197 at 6%.
Peter Helton, D.O. PC. 401(K) Profit Sharing Plan-10$896,632$180,236$18,024iApproximate average salary by contribution assumption: employee only about $450,590 at 4% or $300,393 at 6%; with 50% employer match about $300,393 at 4% or $200,262 at 6%; with 100% employer match about $225,295 at 4% or $150,197 at 6%.
201718$816,798$72,505$9,063iApproximate average salary by contribution assumption: employee only about $226,578 at 4% or $151,052 at 6%; with 50% employer match about $151,052 at 4% or $100,701 at 6%; with 100% employer match about $113,289 at 4% or $75,526 at 6%.
Peter Helton, D.O. PC. 401(K) Profit Sharing Plan-8$816,798$72,505$9,063iApproximate average salary by contribution assumption: employee only about $226,578 at 4% or $151,052 at 6%; with 50% employer match about $151,052 at 4% or $100,701 at 6%; with 100% employer match about $113,289 at 4% or $75,526 at 6%.
201618$660,595$71,596$8,950iApproximate average salary by contribution assumption: employee only about $223,738 at 4% or $149,158 at 6%; with 50% employer match about $149,158 at 4% or $99,439 at 6%; with 100% employer match about $111,869 at 4% or $74,579 at 6%.
Peter Helton, D.O. PC. 401(K) Profit Sharing Plan-8$660,595$71,596$8,950iApproximate average salary by contribution assumption: employee only about $223,738 at 4% or $149,158 at 6%; with 50% employer match about $149,158 at 4% or $99,439 at 6%; with 100% employer match about $111,869 at 4% or $74,579 at 6%.
201518$559,469$67,898$8,487iApproximate average salary by contribution assumption: employee only about $212,181 at 4% or $141,454 at 6%; with 50% employer match about $141,454 at 4% or $94,303 at 6%; with 100% employer match about $106,091 at 4% or $70,727 at 6%.
Peter Helton, D.O. PC. 401(K) Profit Sharing Plan-8$559,469$67,898$8,487iApproximate average salary by contribution assumption: employee only about $212,181 at 4% or $141,454 at 6%; with 50% employer match about $141,454 at 4% or $94,303 at 6%; with 100% employer match about $106,091 at 4% or $70,727 at 6%.
201417$503,472$62,101$8,872iApproximate average salary by contribution assumption: employee only about $221,789 at 4% or $147,860 at 6%; with 50% employer match about $147,860 at 4% or $98,573 at 6%; with 100% employer match about $110,895 at 4% or $73,930 at 6%.
Peter Helton, D.O. PC. 401(K) Profit Sharing Plan-7$503,472$62,101$8,872iApproximate average salary by contribution assumption: employee only about $221,789 at 4% or $147,860 at 6%; with 50% employer match about $147,860 at 4% or $98,573 at 6%; with 100% employer match about $110,895 at 4% or $73,930 at 6%.
201317$422,480$64,322$9,189iApproximate average salary by contribution assumption: employee only about $229,721 at 4% or $153,148 at 6%; with 50% employer match about $153,148 at 4% or $102,098 at 6%; with 100% employer match about $114,861 at 4% or $76,574 at 6%.
Peter Helton, D.O. PC. 401(K) Profit Sharing Plan-7$422,480$64,322$9,189iApproximate average salary by contribution assumption: employee only about $229,721 at 4% or $153,148 at 6%; with 50% employer match about $153,148 at 4% or $102,098 at 6%; with 100% employer match about $114,861 at 4% or $76,574 at 6%.
201215$302,297$12,428$2,486iApproximate average salary by contribution assumption: employee only about $62,140 at 4% or $41,427 at 6%; with 50% employer match about $41,427 at 4% or $27,618 at 6%; with 100% employer match about $31,070 at 4% or $20,713 at 6%.
Peter Helton, D.O. PC. 401(K) Profit Sharing Plan-5$302,297$12,428$2,486iApproximate average salary by contribution assumption: employee only about $62,140 at 4% or $41,427 at 6%; with 50% employer match about $41,427 at 4% or $27,618 at 6%; with 100% employer match about $31,070 at 4% or $20,713 at 6%.
201113$295,535$0-
Peter Helton, D.O. PC. 401(K) Profit Sharing Plan-3$295,535$0-
201013$313,631$0-
Peter Helton, D.O. PC. 401(K) Profit Sharing Plan-3$313,631$0-
200913$275,274$0-
Peter Helton, D.O. PC. 401(K) Profit Sharing Plan-3$275,274$0-
200815$214,407$0-
Peter Helton, D.O. PC. 401(K) Profit Sharing Plan-5$214,407--
200723$0$0-
HELTON SKIN AND LASER INSTITUTE SINGLE EMPLOYER WELFARE BENEFIT PLAN AND TRUST-1---
Peter Helton, D.O. PC. 401(K) Profit Sharing Plan-3---
200633$239,254$51,475$17,158iApproximate average salary by contribution assumption: employee only about $428,958 at 4% or $285,972 at 6%; with 50% employer match about $285,972 at 4% or $190,648 at 6%; with 100% employer match about $214,479 at 4% or $142,986 at 6%.
Peter Helton, D.O. PC. 401(K) Profit Sharing Plan-3$239,254$51,475$17,158iApproximate average salary by contribution assumption: employee only about $428,958 at 4% or $285,972 at 6%; with 50% employer match about $285,972 at 4% or $190,648 at 6%; with 100% employer match about $214,479 at 4% or $142,986 at 6%.
PETER HELTON, D.O., P.C. PROFIT SHARING PLAN-0---
HELTON SKIN AND LASER INSTITUTE SINGLE EMPLOYER WELFARE BENEFIT PLAN AND TRUST-1---
200524$174,872$0-
PETER HELTON, D.O., P.C. PROFIT SHARING PLAN-4$174,872--
Peter Helton, D.O. PC. 401(K) Profit Sharing Plan-4---
200411$171,700$111,038$111,038iApproximate average salary by contribution assumption: employee only about $2,775,950 at 4% or $1,850,633 at 6%; with 50% employer match about $1,850,633 at 4% or $1,233,756 at 6%; with 100% employer match about $1,387,975 at 4% or $925,317 at 6%.
PETER HELTON, D.O., P.C. PROFIT SHARING PLAN-1$171,700$111,038$111,038iApproximate average salary by contribution assumption: employee only about $2,775,950 at 4% or $1,850,633 at 6%; with 50% employer match about $1,850,633 at 4% or $1,233,756 at 6%; with 100% employer match about $1,387,975 at 4% or $925,317 at 6%.