Civic Intelligence

Joseph M. Helms, MD. Inc.

Plan context: JOSEPH HELMS, M.D, A P.C. PROFIT SHARING 401(K) PLAN

EIN 94-2670240 • Berkeley, CA • 26 filings • 5 plans

2520 Milvia StreetBerkeley, CA 94704-2611
Current Snapshot

Latest Year

2021

2021 Participants

3

2021 Assets

$3,632,019

2021 Contributions

$63,372

Historical Graphs

Total Assets Over Time

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

$3,874,831$1,937,416$0199920102020YearValue
$3,632,019Latest year 2020

Participants Over Time

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

420199920102020YearValue
3Latest year 2020

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
202110$0$0-
JOSEPH HELMS, M.D, A P.C. PROFIT SHARING 401(K) PLAN-0$0$0-
202013$3,632,019$0-
JOSEPH HELMS, M.D, A P.C. PROFIT SHARING 401(K) PLAN-3$3,632,019$0-
201913$3,601,747$63,372$21,124iApproximate average salary by contribution assumption: employee only about $528,100 at 4% or $352,067 at 6%; with 50% employer match about $352,067 at 4% or $234,711 at 6%; with 100% employer match about $264,050 at 4% or $176,033 at 6%.
JOSEPH HELMS, M.D, A P.C. PROFIT SHARING 401(K) PLAN-3$3,601,747$63,372$21,124iApproximate average salary by contribution assumption: employee only about $528,100 at 4% or $352,067 at 6%; with 50% employer match about $352,067 at 4% or $234,711 at 6%; with 100% employer match about $264,050 at 4% or $176,033 at 6%.
201813$3,577,327$0-
JOSEPH HELMS, M.D, A P.C. PROFIT SHARING 401(K) PLAN-3$3,577,327$0-
201713$3,826,713$88,246$29,415iApproximate average salary by contribution assumption: employee only about $735,383 at 4% or $490,256 at 6%; with 50% employer match about $490,256 at 4% or $326,837 at 6%; with 100% employer match about $367,692 at 4% or $245,128 at 6%.
JOSEPH HELMS, M.D, A P.C. PROFIT SHARING 401(K) PLAN-3$3,826,713$88,246$29,415iApproximate average salary by contribution assumption: employee only about $735,383 at 4% or $490,256 at 6%; with 50% employer match about $490,256 at 4% or $326,837 at 6%; with 100% employer match about $367,692 at 4% or $245,128 at 6%.
201613$3,714,774$33,676$11,225iApproximate average salary by contribution assumption: employee only about $280,633 at 4% or $187,089 at 6%; with 50% employer match about $187,089 at 4% or $124,726 at 6%; with 100% employer match about $140,317 at 4% or $93,544 at 6%.
JOSEPH HELMS, M.D, A P.C. PROFIT SHARING 401(K) PLAN-3$3,714,774$33,676$11,225iApproximate average salary by contribution assumption: employee only about $280,633 at 4% or $187,089 at 6%; with 50% employer match about $187,089 at 4% or $124,726 at 6%; with 100% employer match about $140,317 at 4% or $93,544 at 6%.
201513$3,697,286$0-
JOSEPH HELMS, M.D, A P.C. PROFIT SHARING 401(K) PLAN-3$3,697,286$0-
201413$3,874,831$84,897$28,299iApproximate average salary by contribution assumption: employee only about $707,475 at 4% or $471,650 at 6%; with 50% employer match about $471,650 at 4% or $314,433 at 6%; with 100% employer match about $353,738 at 4% or $235,825 at 6%.
JOSEPH HELMS, M.D, A P.C. PROFIT SHARING 401(K) PLAN-3$3,874,831$84,897$28,299iApproximate average salary by contribution assumption: employee only about $707,475 at 4% or $471,650 at 6%; with 50% employer match about $471,650 at 4% or $314,433 at 6%; with 100% employer match about $353,738 at 4% or $235,825 at 6%.
201313$3,737,171$91,252$30,417iApproximate average salary by contribution assumption: employee only about $760,433 at 4% or $506,956 at 6%; with 50% employer match about $506,956 at 4% or $337,970 at 6%; with 100% employer match about $380,217 at 4% or $253,478 at 6%.
JOSEPH HELMS, M.D, A P.C. PROFIT SHARING 401(K) PLAN-3$3,737,171$91,252$30,417iApproximate average salary by contribution assumption: employee only about $760,433 at 4% or $506,956 at 6%; with 50% employer match about $506,956 at 4% or $337,970 at 6%; with 100% employer match about $380,217 at 4% or $253,478 at 6%.
201212$3,571,879$80,339$40,170iApproximate average salary by contribution assumption: employee only about $1,004,238 at 4% or $669,492 at 6%; with 50% employer match about $669,492 at 4% or $446,328 at 6%; with 100% employer match about $502,119 at 4% or $334,746 at 6%.
JOSEPH HELMS, M.D, A P.C. PROFIT SHARING 401(K) PLAN-2$3,571,879$80,339$40,170iApproximate average salary by contribution assumption: employee only about $1,004,238 at 4% or $669,492 at 6%; with 50% employer match about $669,492 at 4% or $446,328 at 6%; with 100% employer match about $502,119 at 4% or $334,746 at 6%.
201112$3,286,618$78,802$39,401iApproximate average salary by contribution assumption: employee only about $985,025 at 4% or $656,683 at 6%; with 50% employer match about $656,683 at 4% or $437,789 at 6%; with 100% employer match about $492,513 at 4% or $328,342 at 6%.
JOSEPH HELMS, M.D, A P.C. PROFIT SHARING 401K PLAN-2$3,286,618$78,802$39,401iApproximate average salary by contribution assumption: employee only about $985,025 at 4% or $656,683 at 6%; with 50% employer match about $656,683 at 4% or $437,789 at 6%; with 100% employer match about $492,513 at 4% or $328,342 at 6%.
201013$3,058,534$81,187$27,062iApproximate average salary by contribution assumption: employee only about $676,558 at 4% or $451,039 at 6%; with 50% employer match about $451,039 at 4% or $300,693 at 6%; with 100% employer match about $338,279 at 4% or $225,519 at 6%.
JOSEPH HELMS, M.D, A P.C. PROFIT SHARING 401K PLAN-3$3,058,534$81,187$27,062iApproximate average salary by contribution assumption: employee only about $676,558 at 4% or $451,039 at 6%; with 50% employer match about $451,039 at 4% or $300,693 at 6%; with 100% employer match about $338,279 at 4% or $225,519 at 6%.
200914$2,715,536$81,788$20,447iApproximate average salary by contribution assumption: employee only about $511,175 at 4% or $340,783 at 6%; with 50% employer match about $340,783 at 4% or $227,189 at 6%; with 100% employer match about $255,588 at 4% or $170,392 at 6%.
JOSEPH HELMS, M.D, A P.C. PROFIT SHARING 401K PLAN-4$2,715,536$81,788$20,447iApproximate average salary by contribution assumption: employee only about $511,175 at 4% or $340,783 at 6%; with 50% employer match about $340,783 at 4% or $227,189 at 6%; with 100% employer match about $255,588 at 4% or $170,392 at 6%.
200823$2,322,315$2,522,277$840,759iApproximate average salary by contribution assumption: employee only about $21,018,975 at 4% or $14,012,650 at 6%; with 50% employer match about $14,012,650 at 4% or $9,341,767 at 6%; with 100% employer match about $10,509,488 at 4% or $7,006,325 at 6%.
JOSEPH HELMS, M.D, A P.C. PROFIT SHARING 401K PLAN-3$2,322,315$2,522,277$840,759iApproximate average salary by contribution assumption: employee only about $21,018,975 at 4% or $14,012,650 at 6%; with 50% employer match about $14,012,650 at 4% or $9,341,767 at 6%; with 100% employer match about $10,509,488 at 4% or $7,006,325 at 6%.
Joseph M. Helms, M.D, a PC. Defined Benefit Pension Plan-0---
200723$2,828,403$75,867$25,289iApproximate average salary by contribution assumption: employee only about $632,225 at 4% or $421,483 at 6%; with 50% employer match about $421,483 at 4% or $280,989 at 6%; with 100% employer match about $316,113 at 4% or $210,742 at 6%.
Joseph M. Helms, M.D, a PC. Defined Benefit Pension Plan-0$2,663,783--
JOSEPH HELMS, M.D, A P.C. PROFIT SHARING 401K PLAN-3$164,620$75,867$25,289iApproximate average salary by contribution assumption: employee only about $632,225 at 4% or $421,483 at 6%; with 50% employer match about $421,483 at 4% or $280,989 at 6%; with 100% employer match about $316,113 at 4% or $210,742 at 6%.
200624$2,631,747$76,830$19,208iApproximate average salary by contribution assumption: employee only about $480,188 at 4% or $320,125 at 6%; with 50% employer match about $320,125 at 4% or $213,417 at 6%; with 100% employer match about $240,094 at 4% or $160,063 at 6%.
Joseph M. Helms, M.D, a PC. Defined Benefit Pension Plan-4$2,554,261--
JOSEPH HELMS, M.D, A P.C. PROFIT SHARING 401K PLAN-4$77,486$76,830$19,208iApproximate average salary by contribution assumption: employee only about $480,188 at 4% or $320,125 at 6%; with 50% employer match about $320,125 at 4% or $213,417 at 6%; with 100% employer match about $240,094 at 4% or $160,063 at 6%.
200514$2,271,189$166,179$41,545iApproximate average salary by contribution assumption: employee only about $1,038,619 at 4% or $692,413 at 6%; with 50% employer match about $692,413 at 4% or $461,608 at 6%; with 100% employer match about $519,309 at 4% or $346,206 at 6%.
Joseph M. Helms, M.D, a PC. Defined Benefit Pension Plan-4$2,271,189$166,179$41,545iApproximate average salary by contribution assumption: employee only about $1,038,619 at 4% or $692,413 at 6%; with 50% employer match about $692,413 at 4% or $461,608 at 6%; with 100% employer match about $519,309 at 4% or $346,206 at 6%.
200414$1,991,107$223,202$55,801iApproximate average salary by contribution assumption: employee only about $1,395,013 at 4% or $930,008 at 6%; with 50% employer match about $930,008 at 4% or $620,006 at 6%; with 100% employer match about $697,506 at 4% or $465,004 at 6%.
Joseph M. Helms, M.D, a PC. Defined Benefit Pension Plan-4$1,991,107$223,202$55,801iApproximate average salary by contribution assumption: employee only about $1,395,013 at 4% or $930,008 at 6%; with 50% employer match about $930,008 at 4% or $620,006 at 6%; with 100% employer match about $697,506 at 4% or $465,004 at 6%.
200314$1,589,299$206,356$51,589iApproximate average salary by contribution assumption: employee only about $1,289,725 at 4% or $859,817 at 6%; with 50% employer match about $859,817 at 4% or $573,211 at 6%; with 100% employer match about $644,863 at 4% or $429,908 at 6%.
Joseph M. Helms, M.D, a PC. Defined Benefit Pension Plan-4$1,589,299$206,356$51,589iApproximate average salary by contribution assumption: employee only about $1,289,725 at 4% or $859,817 at 6%; with 50% employer match about $859,817 at 4% or $573,211 at 6%; with 100% employer match about $644,863 at 4% or $429,908 at 6%.
200213$1,052,709$210,000$70,000iApproximate average salary by contribution assumption: employee only about $1,750,000 at 4% or $1,166,667 at 6%; with 50% employer match about $1,166,667 at 4% or $777,778 at 6%; with 100% employer match about $875,000 at 4% or $583,333 at 6%.
Joseph M. Helms, M.D, a PC. Defined Benefit Pension Plan-3$1,052,709$210,000$70,000iApproximate average salary by contribution assumption: employee only about $1,750,000 at 4% or $1,166,667 at 6%; with 50% employer match about $1,166,667 at 4% or $777,778 at 6%; with 100% employer match about $875,000 at 4% or $583,333 at 6%.
200112$0$0-
Joseph M. Helms, M.D, a PC. Defined Benefit Pension Plan-2---
200012$234,545$234,172$117,086iApproximate average salary by contribution assumption: employee only about $2,927,150 at 4% or $1,951,433 at 6%; with 50% employer match about $1,951,433 at 4% or $1,300,956 at 6%; with 100% employer match about $1,463,575 at 4% or $975,717 at 6%.
Joseph M. Helms, M.D, a PC. Defined Benefit Pension Plan-2$234,545$234,172$117,086iApproximate average salary by contribution assumption: employee only about $2,927,150 at 4% or $1,951,433 at 6%; with 50% employer match about $1,951,433 at 4% or $1,300,956 at 6%; with 100% employer match about $1,463,575 at 4% or $975,717 at 6%.
199912$590,824$60,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Joseph M. Helms, M.D Inc. Money Purchase Pension Plan-2$590,824$60,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.