Civic Intelligence

James R Helms, Et Al, Ptr

Plan context: James R Helms, Et Al, Ptr Helms, Hanraaan & Myers Profit Sharing Plan

EIN 95-1964287 • Arcadia, CA • 22 filings • 7 plans

150 N. Santa Anita Ave, Suite 685Arcadia, CA 91006
Current Snapshot

Latest Year

2020

2020 Participants

6

2020 Assets

$921,761

2020 Contributions

$37,286

Historical Graphs

Total Assets Over Time

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

$921,761$460,881$0199920102019YearValue
$921,761Latest year 2019

Participants Over Time

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

950199920092019YearValue
6Latest year 2019

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
202010$0$0-
James R Helms, Et Al, Ptr Helms, Hanraaan & Myers Profit Sharing Plan-0$0$0-
201916$921,761$37,286$6,214iApproximate average salary by contribution assumption: employee only about $155,358 at 4% or $103,572 at 6%; with 50% employer match about $103,572 at 4% or $69,048 at 6%; with 100% employer match about $77,679 at 4% or $51,786 at 6%.
James R Helms, Et Al, Ptr Helms, Hanraaan & Myers Profit Sharing Plan-6$921,761$37,286$6,214iApproximate average salary by contribution assumption: employee only about $155,358 at 4% or $103,572 at 6%; with 50% employer match about $103,572 at 4% or $69,048 at 6%; with 100% employer match about $77,679 at 4% or $51,786 at 6%.
201816$890,682$45,289$7,548iApproximate average salary by contribution assumption: employee only about $188,704 at 4% or $125,803 at 6%; with 50% employer match about $125,803 at 4% or $83,869 at 6%; with 100% employer match about $94,352 at 4% or $62,901 at 6%.
James R Helms, Et Al, Ptr Helms, Hanraaan & Myers Profit Sharing Plan-6$890,682$45,289$7,548iApproximate average salary by contribution assumption: employee only about $188,704 at 4% or $125,803 at 6%; with 50% employer match about $125,803 at 4% or $83,869 at 6%; with 100% employer match about $94,352 at 4% or $62,901 at 6%.
201716$861,481$34,522$5,754iApproximate average salary by contribution assumption: employee only about $143,842 at 4% or $95,894 at 6%; with 50% employer match about $95,894 at 4% or $63,930 at 6%; with 100% employer match about $71,921 at 4% or $47,947 at 6%.
James R Helms, Et Al, Ptr Helms, Hanraaan & Myers Profit Sharing Plan-6$861,481$34,522$5,754iApproximate average salary by contribution assumption: employee only about $143,842 at 4% or $95,894 at 6%; with 50% employer match about $95,894 at 4% or $63,930 at 6%; with 100% employer match about $71,921 at 4% or $47,947 at 6%.
201616$831,660$32,561$5,427iApproximate average salary by contribution assumption: employee only about $135,671 at 4% or $90,447 at 6%; with 50% employer match about $90,447 at 4% or $60,298 at 6%; with 100% employer match about $67,835 at 4% or $45,224 at 6%.
James R Helms, Et Al, Ptr Helms, Hanraaan & Myers Profit Sharing Plan-6$831,660$32,561$5,427iApproximate average salary by contribution assumption: employee only about $135,671 at 4% or $90,447 at 6%; with 50% employer match about $90,447 at 4% or $60,298 at 6%; with 100% employer match about $67,835 at 4% or $45,224 at 6%.
201516$814,488$39,142$6,524iApproximate average salary by contribution assumption: employee only about $163,092 at 4% or $108,728 at 6%; with 50% employer match about $108,728 at 4% or $72,485 at 6%; with 100% employer match about $81,546 at 4% or $54,364 at 6%.
James R Helms, Et Al, Ptr Helms, Hanraaan & Myers Profit Sharing Plan-6$814,488$39,142$6,524iApproximate average salary by contribution assumption: employee only about $163,092 at 4% or $108,728 at 6%; with 50% employer match about $108,728 at 4% or $72,485 at 6%; with 100% employer match about $81,546 at 4% or $54,364 at 6%.
201417$822,732$38,167$5,452iApproximate average salary by contribution assumption: employee only about $136,311 at 4% or $90,874 at 6%; with 50% employer match about $90,874 at 4% or $60,583 at 6%; with 100% employer match about $68,155 at 4% or $45,437 at 6%.
James R Helms, Et Al, Ptr Helms, Hanraaan & Myers Profit Sharing Plan-7$822,732$38,167$5,452iApproximate average salary by contribution assumption: employee only about $136,311 at 4% or $90,874 at 6%; with 50% employer match about $90,874 at 4% or $60,583 at 6%; with 100% employer match about $68,155 at 4% or $45,437 at 6%.
201316$789,055$32,298$5,383iApproximate average salary by contribution assumption: employee only about $134,575 at 4% or $89,717 at 6%; with 50% employer match about $89,717 at 4% or $59,811 at 6%; with 100% employer match about $67,288 at 4% or $44,858 at 6%.
James R Helms, Et Al, Ptr Helms, Hanraaan & Myers Profit Sharing Plan-6$789,055$32,298$5,383iApproximate average salary by contribution assumption: employee only about $134,575 at 4% or $89,717 at 6%; with 50% employer match about $89,717 at 4% or $59,811 at 6%; with 100% employer match about $67,288 at 4% or $44,858 at 6%.
201218$825,692$33,006$4,126iApproximate average salary by contribution assumption: employee only about $103,144 at 4% or $68,763 at 6%; with 50% employer match about $68,763 at 4% or $45,842 at 6%; with 100% employer match about $51,572 at 4% or $34,381 at 6%.
James R Helms, Et Al, Ptr Helms, Hanraaan & Myers Profit Sharing Plan-8$825,692$33,006$4,126iApproximate average salary by contribution assumption: employee only about $103,144 at 4% or $68,763 at 6%; with 50% employer match about $68,763 at 4% or $45,842 at 6%; with 100% employer match about $51,572 at 4% or $34,381 at 6%.
201118$811,079$31,762$3,970iApproximate average salary by contribution assumption: employee only about $99,256 at 4% or $66,171 at 6%; with 50% employer match about $66,171 at 4% or $44,114 at 6%; with 100% employer match about $49,628 at 4% or $33,085 at 6%.
James R Helms, Et Al, Ptr Helms, Hanraaan & Myers Profit Sharing Plan-8$811,079$31,762$3,970iApproximate average salary by contribution assumption: employee only about $99,256 at 4% or $66,171 at 6%; with 50% employer match about $66,171 at 4% or $44,114 at 6%; with 100% employer match about $49,628 at 4% or $33,085 at 6%.
201018$795,429$36,595$4,574iApproximate average salary by contribution assumption: employee only about $114,359 at 4% or $76,240 at 6%; with 50% employer match about $76,240 at 4% or $50,826 at 6%; with 100% employer match about $57,180 at 4% or $38,120 at 6%.
James R Helms, Et Al, Ptr Helms, Hanraaan & Myers Profit Sharing Plan-8$795,429$36,595$4,574iApproximate average salary by contribution assumption: employee only about $114,359 at 4% or $76,240 at 6%; with 50% employer match about $76,240 at 4% or $50,826 at 6%; with 100% employer match about $57,180 at 4% or $38,120 at 6%.
200919$768,837$45,065$5,007iApproximate average salary by contribution assumption: employee only about $125,181 at 4% or $83,454 at 6%; with 50% employer match about $83,454 at 4% or $55,636 at 6%; with 100% employer match about $62,590 at 4% or $41,727 at 6%.
James R Helms, Et Al, Ptr Helms, Hanraaan & Myers Profit Sharing Plan-9$768,837$45,065$5,007iApproximate average salary by contribution assumption: employee only about $125,181 at 4% or $83,454 at 6%; with 50% employer match about $83,454 at 4% or $55,636 at 6%; with 100% employer match about $62,590 at 4% or $41,727 at 6%.
200817$725,911$48,064$6,866iApproximate average salary by contribution assumption: employee only about $171,657 at 4% or $114,438 at 6%; with 50% employer match about $114,438 at 4% or $76,292 at 6%; with 100% employer match about $85,829 at 4% or $57,219 at 6%.
James R Helms, Et Al, Ptr Helms, Hanraaan & Myers Profit Sharing Plan-7$725,911$48,064$6,866iApproximate average salary by contribution assumption: employee only about $171,657 at 4% or $114,438 at 6%; with 50% employer match about $114,438 at 4% or $76,292 at 6%; with 100% employer match about $85,829 at 4% or $57,219 at 6%.
200717$0$0-
James R Helms, Et Al, Ptr Helms, Hanraaan & Myers Profit Sharing Plan-7---
200617$623,953$31,602$4,515iApproximate average salary by contribution assumption: employee only about $112,864 at 4% or $75,243 at 6%; with 50% employer match about $75,243 at 4% or $50,162 at 6%; with 100% employer match about $56,432 at 4% or $37,621 at 6%.
James R Helms, Et Al, Ptr Helms, Hanraaan & Myers Profit Sharing Plan-7$623,953$31,602$4,515iApproximate average salary by contribution assumption: employee only about $112,864 at 4% or $75,243 at 6%; with 50% employer match about $75,243 at 4% or $50,162 at 6%; with 100% employer match about $56,432 at 4% or $37,621 at 6%.
200517$576,804$29,016$4,145iApproximate average salary by contribution assumption: employee only about $103,629 at 4% or $69,086 at 6%; with 50% employer match about $69,086 at 4% or $46,057 at 6%; with 100% employer match about $51,814 at 4% or $34,543 at 6%.
James R Helms, Et Al, Ptr Helms, Hanraaan & Myers Profit Sharing Plan-7$576,804$29,016$4,145iApproximate average salary by contribution assumption: employee only about $103,629 at 4% or $69,086 at 6%; with 50% employer match about $69,086 at 4% or $46,057 at 6%; with 100% employer match about $51,814 at 4% or $34,543 at 6%.
200415$547,588$45,880$9,176iApproximate average salary by contribution assumption: employee only about $229,400 at 4% or $152,933 at 6%; with 50% employer match about $152,933 at 4% or $101,956 at 6%; with 100% employer match about $114,700 at 4% or $76,467 at 6%.
James R Helms, Et Al, Ptr Helms, Hanraaan & Myers Profit Sharing Plan-5$547,588$45,880$9,176iApproximate average salary by contribution assumption: employee only about $229,400 at 4% or $152,933 at 6%; with 50% employer match about $152,933 at 4% or $101,956 at 6%; with 100% employer match about $114,700 at 4% or $76,467 at 6%.
200314$509,419$19,255$4,814iApproximate average salary by contribution assumption: employee only about $120,344 at 4% or $80,229 at 6%; with 50% employer match about $80,229 at 4% or $53,486 at 6%; with 100% employer match about $60,172 at 4% or $40,115 at 6%.
James R Helms, Et Al, Ptr Helms, Hanraaan & Myers Profit Sharing Plan-4$509,419$19,255$4,814iApproximate average salary by contribution assumption: employee only about $120,344 at 4% or $80,229 at 6%; with 50% employer match about $80,229 at 4% or $53,486 at 6%; with 100% employer match about $60,172 at 4% or $40,115 at 6%.
200216$488,756$20,909$3,485iApproximate average salary by contribution assumption: employee only about $87,121 at 4% or $58,081 at 6%; with 50% employer match about $58,081 at 4% or $38,720 at 6%; with 100% employer match about $43,560 at 4% or $29,040 at 6%.
James R Helms, Et Al, Ptr Helms, Hanraaan & Myers Profit Sharing Plan-6$488,756$20,909$3,485iApproximate average salary by contribution assumption: employee only about $87,121 at 4% or $58,081 at 6%; with 50% employer match about $58,081 at 4% or $38,720 at 6%; with 100% employer match about $43,560 at 4% or $29,040 at 6%.
200117$0$0-
James R Helms, Et Al, Ptr Helms, Hanraaan & Myers Profit Sharing Plan-7---
200019$450,215$0-
James R Helms, Et Al, Ptr Helms, Hanraaan & Myers Profit Sharing Plan-9$450,215--
199919$496,275$0-
James R Helms, Et Al, Ptr Helms, Hanraaan & Myers Profit Sharing Plan-9$496,275--