Helios Education Foundation
Plan context: Helios Education Foundation 403(B) Plan
EIN 94-2850977 • Phoenix, AZ • 20 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
41
2024 Assets
$12,508,088
2024 Contributions
$1,233,377
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 41 | $12,508,088 | $1,233,377 | $30,082iApproximate average salary by contribution assumption: employee only about $752,059 at 4% or $501,373 at 6%; with 50% employer match about $501,373 at 4% or $334,249 at 6%; with 100% employer match about $376,030 at 4% or $250,686 at 6%. |
| Helios Education Foundation 403(B) Plan | - | 41 | $12,508,088 | $1,233,377 | $30,082iApproximate average salary by contribution assumption: employee only about $752,059 at 4% or $501,373 at 6%; with 50% employer match about $501,373 at 4% or $334,249 at 6%; with 100% employer match about $376,030 at 4% or $250,686 at 6%. |
| 2023 | 1 | 40 | $10,071,056 | $1,025,845 | $25,646iApproximate average salary by contribution assumption: employee only about $641,153 at 4% or $427,435 at 6%; with 50% employer match about $427,435 at 4% or $284,957 at 6%; with 100% employer match about $320,577 at 4% or $213,718 at 6%. |
| Helios Education Foundation 403(B) Plan | - | 40 | $10,071,056 | $1,025,845 | $25,646iApproximate average salary by contribution assumption: employee only about $641,153 at 4% or $427,435 at 6%; with 50% employer match about $427,435 at 4% or $284,957 at 6%; with 100% employer match about $320,577 at 4% or $213,718 at 6%. |
| 2022 | 1 | 37 | $8,481,354 | $1,070,162 | $28,923iApproximate average salary by contribution assumption: employee only about $723,082 at 4% or $482,055 at 6%; with 50% employer match about $482,055 at 4% or $321,370 at 6%; with 100% employer match about $361,541 at 4% or $241,027 at 6%. |
| Helios Education Foundation 403(B) Plan | - | 37 | $8,481,354 | $1,070,162 | $28,923iApproximate average salary by contribution assumption: employee only about $723,082 at 4% or $482,055 at 6%; with 50% employer match about $482,055 at 4% or $321,370 at 6%; with 100% employer match about $361,541 at 4% or $241,027 at 6%. |
| 2021 | 1 | 35 | $9,304,094 | $734,035 | $20,972iApproximate average salary by contribution assumption: employee only about $524,311 at 4% or $349,540 at 6%; with 50% employer match about $349,540 at 4% or $233,027 at 6%; with 100% employer match about $262,155 at 4% or $174,770 at 6%. |
| Helios Education Foundation 403(B) Plan | - | 35 | $9,304,094 | $734,035 | $20,972iApproximate average salary by contribution assumption: employee only about $524,311 at 4% or $349,540 at 6%; with 50% employer match about $349,540 at 4% or $233,027 at 6%; with 100% employer match about $262,155 at 4% or $174,770 at 6%. |
| 2020 | 1 | 37 | $8,408,755 | $683,451 | $18,472iApproximate average salary by contribution assumption: employee only about $461,791 at 4% or $307,861 at 6%; with 50% employer match about $307,861 at 4% or $205,241 at 6%; with 100% employer match about $230,896 at 4% or $153,930 at 6%. |
| Helios Education Foundation 403(B) Plan | - | 37 | $8,408,755 | $683,451 | $18,472iApproximate average salary by contribution assumption: employee only about $461,791 at 4% or $307,861 at 6%; with 50% employer match about $307,861 at 4% or $205,241 at 6%; with 100% employer match about $230,896 at 4% or $153,930 at 6%. |
| 2019 | 1 | 35 | $6,459,377 | $631,909 | $18,055iApproximate average salary by contribution assumption: employee only about $451,364 at 4% or $300,909 at 6%; with 50% employer match about $300,909 at 4% or $200,606 at 6%; with 100% employer match about $225,682 at 4% or $150,455 at 6%. |
| Helios Education Foundation 403(B) Plan | - | 35 | $6,459,377 | $631,909 | $18,055iApproximate average salary by contribution assumption: employee only about $451,364 at 4% or $300,909 at 6%; with 50% employer match about $300,909 at 4% or $200,606 at 6%; with 100% employer match about $225,682 at 4% or $150,455 at 6%. |
| 2018 | 1 | 34 | $5,314,277 | $611,793 | $17,994iApproximate average salary by contribution assumption: employee only about $449,848 at 4% or $299,899 at 6%; with 50% employer match about $299,899 at 4% or $199,932 at 6%; with 100% employer match about $224,924 at 4% or $149,949 at 6%. |
| Helios Education Foundation 403(B) Plan | - | 34 | $5,314,277 | $611,793 | $17,994iApproximate average salary by contribution assumption: employee only about $449,848 at 4% or $299,899 at 6%; with 50% employer match about $299,899 at 4% or $199,932 at 6%; with 100% employer match about $224,924 at 4% or $149,949 at 6%. |
| 2017 | 1 | 33 | $5,069,888 | $547,661 | $16,596iApproximate average salary by contribution assumption: employee only about $414,895 at 4% or $276,596 at 6%; with 50% employer match about $276,596 at 4% or $184,398 at 6%; with 100% employer match about $207,447 at 4% or $138,298 at 6%. |
| Helios Education Foundation 403(B) Plan | - | 33 | $5,069,888 | $547,661 | $16,596iApproximate average salary by contribution assumption: employee only about $414,895 at 4% or $276,596 at 6%; with 50% employer match about $276,596 at 4% or $184,398 at 6%; with 100% employer match about $207,447 at 4% or $138,298 at 6%. |
| 2016 | 1 | 28 | $4,022,612 | $521,110 | $18,611iApproximate average salary by contribution assumption: employee only about $465,277 at 4% or $310,185 at 6%; with 50% employer match about $310,185 at 4% or $206,790 at 6%; with 100% employer match about $232,638 at 4% or $155,092 at 6%. |
| Helios Education Foundation 403(B) Plan | - | 28 | $4,022,612 | $521,110 | $18,611iApproximate average salary by contribution assumption: employee only about $465,277 at 4% or $310,185 at 6%; with 50% employer match about $310,185 at 4% or $206,790 at 6%; with 100% employer match about $232,638 at 4% or $155,092 at 6%. |
| 2015 | 1 | 27 | $3,277,115 | $508,076 | $18,818iApproximate average salary by contribution assumption: employee only about $470,441 at 4% or $313,627 at 6%; with 50% employer match about $313,627 at 4% or $209,085 at 6%; with 100% employer match about $235,220 at 4% or $156,814 at 6%. |
| Helios Education Foundation 403(B) Plan | - | 27 | $3,277,115 | $508,076 | $18,818iApproximate average salary by contribution assumption: employee only about $470,441 at 4% or $313,627 at 6%; with 50% employer match about $313,627 at 4% or $209,085 at 6%; with 100% employer match about $235,220 at 4% or $156,814 at 6%. |
| 2014 | 1 | 25 | $2,952,596 | $453,270 | $18,131iApproximate average salary by contribution assumption: employee only about $453,270 at 4% or $302,180 at 6%; with 50% employer match about $302,180 at 4% or $201,453 at 6%; with 100% employer match about $226,635 at 4% or $151,090 at 6%. |
| Helios Education Foundation 403(B) Plan | - | 25 | $2,952,596 | $453,270 | $18,131iApproximate average salary by contribution assumption: employee only about $453,270 at 4% or $302,180 at 6%; with 50% employer match about $302,180 at 4% or $201,453 at 6%; with 100% employer match about $226,635 at 4% or $151,090 at 6%. |
| 2013 | 1 | 20 | $2,490,590 | $373,633 | $18,682iApproximate average salary by contribution assumption: employee only about $467,041 at 4% or $311,361 at 6%; with 50% employer match about $311,361 at 4% or $207,574 at 6%; with 100% employer match about $233,521 at 4% or $155,680 at 6%. |
| Helios Education Foundation 403(B) Plan | - | 20 | $2,490,590 | $373,633 | $18,682iApproximate average salary by contribution assumption: employee only about $467,041 at 4% or $311,361 at 6%; with 50% employer match about $311,361 at 4% or $207,574 at 6%; with 100% employer match about $233,521 at 4% or $155,680 at 6%. |
| 2012 | 1 | 17 | $1,925,817 | $345,772 | $20,340iApproximate average salary by contribution assumption: employee only about $508,488 at 4% or $338,992 at 6%; with 50% employer match about $338,992 at 4% or $225,995 at 6%; with 100% employer match about $254,244 at 4% or $169,496 at 6%. |
| Helios Education Foundation 403(B) Plan | - | 17 | $1,925,817 | $345,772 | $20,340iApproximate average salary by contribution assumption: employee only about $508,488 at 4% or $338,992 at 6%; with 50% employer match about $338,992 at 4% or $225,995 at 6%; with 100% employer match about $254,244 at 4% or $169,496 at 6%. |
| 2011 | 1 | 16 | $1,401,138 | $327,774 | $20,486iApproximate average salary by contribution assumption: employee only about $512,147 at 4% or $341,431 at 6%; with 50% employer match about $341,431 at 4% or $227,621 at 6%; with 100% employer match about $256,073 at 4% or $170,716 at 6%. |
| Helios Education Foundation 403(B) Plan | - | 16 | $1,401,138 | $327,774 | $20,486iApproximate average salary by contribution assumption: employee only about $512,147 at 4% or $341,431 at 6%; with 50% employer match about $341,431 at 4% or $227,621 at 6%; with 100% employer match about $256,073 at 4% or $170,716 at 6%. |
| 2010 | 1 | 17 | $1,118,340 | $300,026 | $17,649iApproximate average salary by contribution assumption: employee only about $441,215 at 4% or $294,143 at 6%; with 50% employer match about $294,143 at 4% or $196,095 at 6%; with 100% employer match about $220,607 at 4% or $147,072 at 6%. |
| Helios Education Foundation 403(B) Plan | - | 17 | $1,118,340 | $300,026 | $17,649iApproximate average salary by contribution assumption: employee only about $441,215 at 4% or $294,143 at 6%; with 50% employer match about $294,143 at 4% or $196,095 at 6%; with 100% employer match about $220,607 at 4% or $147,072 at 6%. |
| 2009 | 1 | 17 | $750,068 | $243,461 | $14,321iApproximate average salary by contribution assumption: employee only about $358,031 at 4% or $238,687 at 6%; with 50% employer match about $238,687 at 4% or $159,125 at 6%; with 100% employer match about $179,015 at 4% or $119,344 at 6%. |
| Helios Education Foundation 403(B) Plan | - | 17 | $750,068 | $243,461 | $14,321iApproximate average salary by contribution assumption: employee only about $358,031 at 4% or $238,687 at 6%; with 50% employer match about $238,687 at 4% or $159,125 at 6%; with 100% employer match about $179,015 at 4% or $119,344 at 6%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| Helios Education Foundation 403(B) Plan | - | 0 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| Helios Education Foundation 403(B) Plan | - | 0 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| Helios Education Foundation 403(B) Plan | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| Helios Education Foundation 403(B) Plan | - | 0 | - | - | - |