Civic Intelligence

Edward a. Helman, M.D.

Plan context: Edward a. Helman, M.D. Profit Sharing Plan Trust

EIN 93-0741873 • Medford, OR • 26 filings • 2 plans

3921 Monte Vista DrMedford, OR 97504-9637
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$3,620,987

2024 Contributions

$30,000

Historical Graphs

Total Assets Over Time

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

$3,794,398$1,897,199$0199920132024YearValue
$3,620,987Latest year 2024

Participants Over Time

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

1050199920122024YearValue
8Latest 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
202418$3,620,987$30,000$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
Edward a. Helman, M.D. Profit Sharing Plan Trust-8$3,620,987$30,000$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
202317$3,385,161$30,000$4,286iApproximate average salary by contribution assumption: employee only about $107,143 at 4% or $71,429 at 6%; with 50% employer match about $71,429 at 4% or $47,619 at 6%; with 100% employer match about $53,571 at 4% or $35,714 at 6%.
Edward a. Helman, M.D. Profit Sharing Plan Trust-7$3,385,161$30,000$4,286iApproximate average salary by contribution assumption: employee only about $107,143 at 4% or $71,429 at 6%; with 50% employer match about $71,429 at 4% or $47,619 at 6%; with 100% employer match about $53,571 at 4% or $35,714 at 6%.
202217$2,962,060$30,000$4,286iApproximate average salary by contribution assumption: employee only about $107,143 at 4% or $71,429 at 6%; with 50% employer match about $71,429 at 4% or $47,619 at 6%; with 100% employer match about $53,571 at 4% or $35,714 at 6%.
Edward a. Helman, M.D. Profit Sharing Plan Trust-7$2,962,060$30,000$4,286iApproximate average salary by contribution assumption: employee only about $107,143 at 4% or $71,429 at 6%; with 50% employer match about $71,429 at 4% or $47,619 at 6%; with 100% employer match about $53,571 at 4% or $35,714 at 6%.
202117$3,794,398$0-
Edward a. Helman, M.D. Profit Sharing Plan Trust-7$3,794,398--
202019$3,254,855$20,000$2,222iApproximate average salary by contribution assumption: employee only about $55,556 at 4% or $37,037 at 6%; with 50% employer match about $37,037 at 4% or $24,691 at 6%; with 100% employer match about $27,778 at 4% or $18,519 at 6%.
Edward a. Helman, M.D. Profit Sharing Plan Trust-9$3,254,855$20,000$2,222iApproximate average salary by contribution assumption: employee only about $55,556 at 4% or $37,037 at 6%; with 50% employer match about $37,037 at 4% or $24,691 at 6%; with 100% employer match about $27,778 at 4% or $18,519 at 6%.
2019110$2,647,512$60,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
Edward a. Helman, M.D. Profit Sharing Plan Trust-10$2,647,512$60,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
201816$2,081,779$0-
Edward a. Helman, M.D. Profit Sharing Plan Trust-6$2,081,779$0-
201717$2,491,390$60,000$8,571iApproximate average salary by contribution assumption: employee only about $214,286 at 4% or $142,857 at 6%; with 50% employer match about $142,857 at 4% or $95,238 at 6%; with 100% employer match about $107,143 at 4% or $71,429 at 6%.
Edward a. Helman, M.D. Profit Sharing Plan Trust-7$2,491,390$60,000$8,571iApproximate average salary by contribution assumption: employee only about $214,286 at 4% or $142,857 at 6%; with 50% employer match about $142,857 at 4% or $95,238 at 6%; with 100% employer match about $107,143 at 4% or $71,429 at 6%.
201615$2,168,280$70,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
Edward a. Helman, M.D. Profit Sharing Plan Trust-5$2,168,280$70,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
201517$1,989,430$60,000$8,571iApproximate average salary by contribution assumption: employee only about $214,286 at 4% or $142,857 at 6%; with 50% employer match about $142,857 at 4% or $95,238 at 6%; with 100% employer match about $107,143 at 4% or $71,429 at 6%.
Edward a. Helman, M.D. Profit Sharing Plan Trust-7$1,989,430$60,000$8,571iApproximate average salary by contribution assumption: employee only about $214,286 at 4% or $142,857 at 6%; with 50% employer match about $142,857 at 4% or $95,238 at 6%; with 100% employer match about $107,143 at 4% or $71,429 at 6%.
201417$2,027,066$60,000$8,571iApproximate average salary by contribution assumption: employee only about $214,286 at 4% or $142,857 at 6%; with 50% employer match about $142,857 at 4% or $95,238 at 6%; with 100% employer match about $107,143 at 4% or $71,429 at 6%.
Edward a. Helman, M.D. Profit Sharing Plan Trust-7$2,027,066$60,000$8,571iApproximate average salary by contribution assumption: employee only about $214,286 at 4% or $142,857 at 6%; with 50% employer match about $142,857 at 4% or $95,238 at 6%; with 100% employer match about $107,143 at 4% or $71,429 at 6%.
201317$1,849,961$60,000$8,571iApproximate average salary by contribution assumption: employee only about $214,286 at 4% or $142,857 at 6%; with 50% employer match about $142,857 at 4% or $95,238 at 6%; with 100% employer match about $107,143 at 4% or $71,429 at 6%.
Edward a. Helman, M.D. Profit Sharing Plan Trust-7$1,849,961$60,000$8,571iApproximate average salary by contribution assumption: employee only about $214,286 at 4% or $142,857 at 6%; with 50% employer match about $142,857 at 4% or $95,238 at 6%; with 100% employer match about $107,143 at 4% or $71,429 at 6%.
201217$1,507,553$60,000$8,571iApproximate average salary by contribution assumption: employee only about $214,286 at 4% or $142,857 at 6%; with 50% employer match about $142,857 at 4% or $95,238 at 6%; with 100% employer match about $107,143 at 4% or $71,429 at 6%.
Edward a. Helman, M.D. Profit Sharing Plan Trust-7$1,507,553$60,000$8,571iApproximate average salary by contribution assumption: employee only about $214,286 at 4% or $142,857 at 6%; with 50% employer match about $142,857 at 4% or $95,238 at 6%; with 100% employer match about $107,143 at 4% or $71,429 at 6%.
201117$1,279,467$60,000$8,571iApproximate average salary by contribution assumption: employee only about $214,286 at 4% or $142,857 at 6%; with 50% employer match about $142,857 at 4% or $95,238 at 6%; with 100% employer match about $107,143 at 4% or $71,429 at 6%.
Edward a. Helman, M.D. Profit Sharing Plan Trust-7$1,279,467$60,000$8,571iApproximate average salary by contribution assumption: employee only about $214,286 at 4% or $142,857 at 6%; with 50% employer match about $142,857 at 4% or $95,238 at 6%; with 100% employer match about $107,143 at 4% or $71,429 at 6%.
201017$1,258,501$60,000$8,571iApproximate average salary by contribution assumption: employee only about $214,286 at 4% or $142,857 at 6%; with 50% employer match about $142,857 at 4% or $95,238 at 6%; with 100% employer match about $107,143 at 4% or $71,429 at 6%.
Edward a. Helman, M.D. Profit Sharing Plan Trust-7$1,258,501$60,000$8,571iApproximate average salary by contribution assumption: employee only about $214,286 at 4% or $142,857 at 6%; with 50% employer match about $142,857 at 4% or $95,238 at 6%; with 100% employer match about $107,143 at 4% or $71,429 at 6%.
200917$1,107,247$60,000$8,571iApproximate average salary by contribution assumption: employee only about $214,286 at 4% or $142,857 at 6%; with 50% employer match about $142,857 at 4% or $95,238 at 6%; with 100% employer match about $107,143 at 4% or $71,429 at 6%.
Edward a. Helman, M.D. Profit Sharing Plan Trust-7$1,107,247$60,000$8,571iApproximate average salary by contribution assumption: employee only about $214,286 at 4% or $142,857 at 6%; with 50% employer match about $142,857 at 4% or $95,238 at 6%; with 100% employer match about $107,143 at 4% or $71,429 at 6%.
200817$0$0-
Edward a. Helman, M.D. Profit Sharing Plan Trust-7---
200716$0$0-
Edward a. Helman, M.D. Profit Sharing Plan Trust-6---
200616$994,335$71,632$11,939iApproximate average salary by contribution assumption: employee only about $298,467 at 4% or $198,978 at 6%; with 50% employer match about $198,978 at 4% or $132,652 at 6%; with 100% employer match about $149,233 at 4% or $99,489 at 6%.
Edward a. Helman, M.D. Profit Sharing Plan Trust-6$994,335$71,632$11,939iApproximate average salary by contribution assumption: employee only about $298,467 at 4% or $198,978 at 6%; with 50% employer match about $198,978 at 4% or $132,652 at 6%; with 100% employer match about $149,233 at 4% or $99,489 at 6%.
200517$881,599$67,330$9,619iApproximate average salary by contribution assumption: employee only about $240,464 at 4% or $160,310 at 6%; with 50% employer match about $160,310 at 4% or $106,873 at 6%; with 100% employer match about $120,232 at 4% or $80,155 at 6%.
Edward a. Helman, M.D. Profit Sharing Plan Trust-7$881,599$67,330$9,619iApproximate average salary by contribution assumption: employee only about $240,464 at 4% or $160,310 at 6%; with 50% employer match about $160,310 at 4% or $106,873 at 6%; with 100% employer match about $120,232 at 4% or $80,155 at 6%.
200418$775,817$52,349$6,544iApproximate average salary by contribution assumption: employee only about $163,591 at 4% or $109,060 at 6%; with 50% employer match about $109,060 at 4% or $72,707 at 6%; with 100% employer match about $81,795 at 4% or $54,530 at 6%.
Edward a. Helman, M.D. Profit Sharing Plan Trust-8$775,817$52,349$6,544iApproximate average salary by contribution assumption: employee only about $163,591 at 4% or $109,060 at 6%; with 50% employer match about $109,060 at 4% or $72,707 at 6%; with 100% employer match about $81,795 at 4% or $54,530 at 6%.
200316$657,507$54,492$9,082iApproximate average salary by contribution assumption: employee only about $227,050 at 4% or $151,367 at 6%; with 50% employer match about $151,367 at 4% or $100,911 at 6%; with 100% employer match about $113,525 at 4% or $75,683 at 6%.
Edward a. Helman, M.D. Profit Sharing Plan Trust-6$657,507$54,492$9,082iApproximate average salary by contribution assumption: employee only about $227,050 at 4% or $151,367 at 6%; with 50% employer match about $151,367 at 4% or $100,911 at 6%; with 100% employer match about $113,525 at 4% or $75,683 at 6%.
200217$504,086$55,103$7,872iApproximate average salary by contribution assumption: employee only about $196,796 at 4% or $131,198 at 6%; with 50% employer match about $131,198 at 4% or $87,465 at 6%; with 100% employer match about $98,398 at 4% or $65,599 at 6%.
Edward a. Helman, M.D. Profit Sharing Plan Trust-7$504,086$55,103$7,872iApproximate average salary by contribution assumption: employee only about $196,796 at 4% or $131,198 at 6%; with 50% employer match about $131,198 at 4% or $87,465 at 6%; with 100% employer match about $98,398 at 4% or $65,599 at 6%.
200118$0$0-
Edward a. Helman, M.D. Profit Sharing Plan Trust-8---
200018$482,478$37,270$4,659iApproximate average salary by contribution assumption: employee only about $116,469 at 4% or $77,646 at 6%; with 50% employer match about $77,646 at 4% or $51,764 at 6%; with 100% employer match about $58,234 at 4% or $38,823 at 6%.
Edward a. Helman, M.D. Profit Sharing Plan Trust-8$482,478$37,270$4,659iApproximate average salary by contribution assumption: employee only about $116,469 at 4% or $77,646 at 6%; with 50% employer match about $77,646 at 4% or $51,764 at 6%; with 100% employer match about $58,234 at 4% or $38,823 at 6%.
199917$593,191$33,220$4,746iApproximate average salary by contribution assumption: employee only about $118,643 at 4% or $79,095 at 6%; with 50% employer match about $79,095 at 4% or $52,730 at 6%; with 100% employer match about $59,321 at 4% or $39,548 at 6%.
Edward a. Helman, M.D. Profit Sharing Plan Trust-7$593,191$33,220$4,746iApproximate average salary by contribution assumption: employee only about $118,643 at 4% or $79,095 at 6%; with 50% employer match about $79,095 at 4% or $52,730 at 6%; with 100% employer match about $59,321 at 4% or $39,548 at 6%.