Civic Intelligence

The Helm Management Co

Plan context: The Helm Management Co 401(K) Plan

EIN 95-3697413 • LA Mesa, CA • 25 filings • 2 plans

4668 Nebo DriveLA Mesa, CA 91941
Current Snapshot

Latest Year

2024

2024 Participants

57

2024 Assets

$2,372,321

2024 Contributions

$126,422

Historical Graphs

Total Assets Over Time

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

$2,372,321$1,186,161$0200020132024YearValue
$2,372,321Latest year 2024

Participants Over Time

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

83420200020122024YearValue
57Latest 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
2024157$2,372,321$126,422$2,218iApproximate average salary by contribution assumption: employee only about $55,448 at 4% or $36,965 at 6%; with 50% employer match about $36,965 at 4% or $24,644 at 6%; with 100% employer match about $27,724 at 4% or $18,483 at 6%.
The Helm Management Co 401(K) Plan-57$2,372,321$126,422$2,218iApproximate average salary by contribution assumption: employee only about $55,448 at 4% or $36,965 at 6%; with 50% employer match about $36,965 at 4% or $24,644 at 6%; with 100% employer match about $27,724 at 4% or $18,483 at 6%.
2023156$1,974,222$129,965$2,321iApproximate average salary by contribution assumption: employee only about $58,020 at 4% or $38,680 at 6%; with 50% employer match about $38,680 at 4% or $25,787 at 6%; with 100% employer match about $29,010 at 4% or $19,340 at 6%.
The Helm Management Co 401(K) Plan-56$1,974,222$129,965$2,321iApproximate average salary by contribution assumption: employee only about $58,020 at 4% or $38,680 at 6%; with 50% employer match about $38,680 at 4% or $25,787 at 6%; with 100% employer match about $29,010 at 4% or $19,340 at 6%.
2022150$1,582,182$153,196$3,064iApproximate average salary by contribution assumption: employee only about $76,598 at 4% or $51,065 at 6%; with 50% employer match about $51,065 at 4% or $34,044 at 6%; with 100% employer match about $38,299 at 4% or $25,533 at 6%.
The Helm Management Co 401(K) Plan-50$1,582,182$153,196$3,064iApproximate average salary by contribution assumption: employee only about $76,598 at 4% or $51,065 at 6%; with 50% employer match about $51,065 at 4% or $34,044 at 6%; with 100% employer match about $38,299 at 4% or $25,533 at 6%.
2021156$1,706,943$124,517$2,224iApproximate average salary by contribution assumption: employee only about $55,588 at 4% or $37,059 at 6%; with 50% employer match about $37,059 at 4% or $24,706 at 6%; with 100% employer match about $27,794 at 4% or $18,529 at 6%.
The Helm Management Co 401(K) Plan-56$1,706,943$124,517$2,224iApproximate average salary by contribution assumption: employee only about $55,588 at 4% or $37,059 at 6%; with 50% employer match about $37,059 at 4% or $24,706 at 6%; with 100% employer match about $27,794 at 4% or $18,529 at 6%.
2020150$1,578,945$111,344$2,227iApproximate average salary by contribution assumption: employee only about $55,672 at 4% or $37,115 at 6%; with 50% employer match about $37,115 at 4% or $24,743 at 6%; with 100% employer match about $27,836 at 4% or $18,557 at 6%.
The Helm Management Co 401(K) Plan-50$1,578,945$111,344$2,227iApproximate average salary by contribution assumption: employee only about $55,672 at 4% or $37,115 at 6%; with 50% employer match about $37,115 at 4% or $24,743 at 6%; with 100% employer match about $27,836 at 4% or $18,557 at 6%.
2019150$1,366,397$111,879$2,238iApproximate average salary by contribution assumption: employee only about $55,940 at 4% or $37,293 at 6%; with 50% employer match about $37,293 at 4% or $24,862 at 6%; with 100% employer match about $27,970 at 4% or $18,647 at 6%.
The Helm Management Co 401(K) Plan-50$1,366,397$111,879$2,238iApproximate average salary by contribution assumption: employee only about $55,940 at 4% or $37,293 at 6%; with 50% employer match about $37,293 at 4% or $24,862 at 6%; with 100% employer match about $27,970 at 4% or $18,647 at 6%.
2018144$1,081,645$108,974$2,477iApproximate average salary by contribution assumption: employee only about $61,917 at 4% or $41,278 at 6%; with 50% employer match about $41,278 at 4% or $27,519 at 6%; with 100% employer match about $30,959 at 4% or $20,639 at 6%.
The Helm Management Co 401(K) Plan-44$1,081,645$108,974$2,477iApproximate average salary by contribution assumption: employee only about $61,917 at 4% or $41,278 at 6%; with 50% employer match about $41,278 at 4% or $27,519 at 6%; with 100% employer match about $30,959 at 4% or $20,639 at 6%.
2017130$1,096,535$133,651$4,455iApproximate average salary by contribution assumption: employee only about $111,376 at 4% or $74,251 at 6%; with 50% employer match about $74,251 at 4% or $49,500 at 6%; with 100% employer match about $55,688 at 4% or $37,125 at 6%.
The Helm Management Co 401(K) Plan-30$1,096,535$133,651$4,455iApproximate average salary by contribution assumption: employee only about $111,376 at 4% or $74,251 at 6%; with 50% employer match about $74,251 at 4% or $49,500 at 6%; with 100% employer match about $55,688 at 4% or $37,125 at 6%.
2016131$1,203,848$131,204$4,232iApproximate average salary by contribution assumption: employee only about $105,810 at 4% or $70,540 at 6%; with 50% employer match about $70,540 at 4% or $47,027 at 6%; with 100% employer match about $52,905 at 4% or $35,270 at 6%.
The Helm Management Co 401(K) Plan-31$1,203,848$131,204$4,232iApproximate average salary by contribution assumption: employee only about $105,810 at 4% or $70,540 at 6%; with 50% employer match about $70,540 at 4% or $47,027 at 6%; with 100% employer match about $52,905 at 4% or $35,270 at 6%.
2015134$1,056,677$131,366$3,864iApproximate average salary by contribution assumption: employee only about $96,593 at 4% or $64,395 at 6%; with 50% employer match about $64,395 at 4% or $42,930 at 6%; with 100% employer match about $48,296 at 4% or $32,198 at 6%.
The Helm Management Co 401(K) Plan-34$1,056,677$131,366$3,864iApproximate average salary by contribution assumption: employee only about $96,593 at 4% or $64,395 at 6%; with 50% employer match about $64,395 at 4% or $42,930 at 6%; with 100% employer match about $48,296 at 4% or $32,198 at 6%.
2014137$1,136,498$129,046$3,488iApproximate average salary by contribution assumption: employee only about $87,193 at 4% or $58,129 at 6%; with 50% employer match about $58,129 at 4% or $38,753 at 6%; with 100% employer match about $43,597 at 4% or $29,064 at 6%.
The Helm Management Co 401(K) Plan-37$1,136,498$129,046$3,488iApproximate average salary by contribution assumption: employee only about $87,193 at 4% or $58,129 at 6%; with 50% employer match about $58,129 at 4% or $38,753 at 6%; with 100% employer match about $43,597 at 4% or $29,064 at 6%.
2013136$945,804$88,823$2,467iApproximate average salary by contribution assumption: employee only about $61,683 at 4% or $41,122 at 6%; with 50% employer match about $41,122 at 4% or $27,415 at 6%; with 100% employer match about $30,841 at 4% or $20,561 at 6%.
The Helm Management Co 401(K) Plan-36$945,804$88,823$2,467iApproximate average salary by contribution assumption: employee only about $61,683 at 4% or $41,122 at 6%; with 50% employer match about $41,122 at 4% or $27,415 at 6%; with 100% employer match about $30,841 at 4% or $20,561 at 6%.
2012135$774,860$94,375$2,696iApproximate average salary by contribution assumption: employee only about $67,411 at 4% or $44,940 at 6%; with 50% employer match about $44,940 at 4% or $29,960 at 6%; with 100% employer match about $33,705 at 4% or $22,470 at 6%.
The Helm Management Co 401(K) Plan-35$774,860$94,375$2,696iApproximate average salary by contribution assumption: employee only about $67,411 at 4% or $44,940 at 6%; with 50% employer match about $44,940 at 4% or $29,960 at 6%; with 100% employer match about $33,705 at 4% or $22,470 at 6%.
2011133$647,166$95,970$2,908iApproximate average salary by contribution assumption: employee only about $72,705 at 4% or $48,470 at 6%; with 50% employer match about $48,470 at 4% or $32,313 at 6%; with 100% employer match about $36,352 at 4% or $24,235 at 6%.
The Helm Management Co 401(K) Plan-33$647,166$95,970$2,908iApproximate average salary by contribution assumption: employee only about $72,705 at 4% or $48,470 at 6%; with 50% employer match about $48,470 at 4% or $32,313 at 6%; with 100% employer match about $36,352 at 4% or $24,235 at 6%.
2010134$578,670$77,930$2,292iApproximate average salary by contribution assumption: employee only about $57,301 at 4% or $38,201 at 6%; with 50% employer match about $38,201 at 4% or $25,467 at 6%; with 100% employer match about $28,651 at 4% or $19,100 at 6%.
The Helm Management Co 401(K) Plan-34$578,670$77,930$2,292iApproximate average salary by contribution assumption: employee only about $57,301 at 4% or $38,201 at 6%; with 50% employer match about $38,201 at 4% or $25,467 at 6%; with 100% employer match about $28,651 at 4% or $19,100 at 6%.
2009183$470,097$66,687$803iApproximate average salary by contribution assumption: employee only about $20,086 at 4% or $13,391 at 6%; with 50% employer match about $13,391 at 4% or $8,927 at 6%; with 100% employer match about $10,043 at 4% or $6,695 at 6%.
The Helm Management Co 401(K) Plan-83$470,097$66,687$803iApproximate average salary by contribution assumption: employee only about $20,086 at 4% or $13,391 at 6%; with 50% employer match about $13,391 at 4% or $8,927 at 6%; with 100% employer match about $10,043 at 4% or $6,695 at 6%.
2008177$367,147$60,345$784iApproximate average salary by contribution assumption: employee only about $19,593 at 4% or $13,062 at 6%; with 50% employer match about $13,062 at 4% or $8,708 at 6%; with 100% employer match about $9,796 at 4% or $6,531 at 6%.
The Helm Management Co 401(K) Plan-77$367,147$60,345$784iApproximate average salary by contribution assumption: employee only about $19,593 at 4% or $13,062 at 6%; with 50% employer match about $13,062 at 4% or $8,708 at 6%; with 100% employer match about $9,796 at 4% or $6,531 at 6%.
2007171$0$0-
The Helm Management Co 401(K) Plan-71---
2006157$425,794$61,954$1,087iApproximate average salary by contribution assumption: employee only about $27,173 at 4% or $18,115 at 6%; with 50% employer match about $18,115 at 4% or $12,077 at 6%; with 100% employer match about $13,586 at 4% or $9,058 at 6%.
The Helm Management Co 401(K) Plan-57$425,794$61,954$1,087iApproximate average salary by contribution assumption: employee only about $27,173 at 4% or $18,115 at 6%; with 50% employer match about $18,115 at 4% or $12,077 at 6%; with 100% employer match about $13,586 at 4% or $9,058 at 6%.
2005159$378,931$59,885$1,015iApproximate average salary by contribution assumption: employee only about $25,375 at 4% or $16,917 at 6%; with 50% employer match about $16,917 at 4% or $11,278 at 6%; with 100% employer match about $12,688 at 4% or $8,458 at 6%.
The Helm Management Co 401(K) Plan-59$378,931$59,885$1,015iApproximate average salary by contribution assumption: employee only about $25,375 at 4% or $16,917 at 6%; with 50% employer match about $16,917 at 4% or $11,278 at 6%; with 100% employer match about $12,688 at 4% or $8,458 at 6%.
2004154$301,484$62,374$1,155iApproximate average salary by contribution assumption: employee only about $28,877 at 4% or $19,251 at 6%; with 50% employer match about $19,251 at 4% or $12,834 at 6%; with 100% employer match about $14,438 at 4% or $9,626 at 6%.
The Helm Management Co 401(K) Plan-54$301,484$62,374$1,155iApproximate average salary by contribution assumption: employee only about $28,877 at 4% or $19,251 at 6%; with 50% employer match about $19,251 at 4% or $12,834 at 6%; with 100% employer match about $14,438 at 4% or $9,626 at 6%.
2003158$259,051$60,192$1,038iApproximate average salary by contribution assumption: employee only about $25,945 at 4% or $17,297 at 6%; with 50% employer match about $17,297 at 4% or $11,531 at 6%; with 100% employer match about $12,972 at 4% or $8,648 at 6%.
The Helm Management Co 401(K) Plan-58$259,051$60,192$1,038iApproximate average salary by contribution assumption: employee only about $25,945 at 4% or $17,297 at 6%; with 50% employer match about $17,297 at 4% or $11,531 at 6%; with 100% employer match about $12,972 at 4% or $8,648 at 6%.
2002175$170,531$53,644$715iApproximate average salary by contribution assumption: employee only about $17,881 at 4% or $11,921 at 6%; with 50% employer match about $11,921 at 4% or $7,947 at 6%; with 100% employer match about $8,941 at 4% or $5,960 at 6%.
The Helm Management Co 401(K) Plan-75$170,531$53,644$715iApproximate average salary by contribution assumption: employee only about $17,881 at 4% or $11,921 at 6%; with 50% employer match about $11,921 at 4% or $7,947 at 6%; with 100% employer match about $8,941 at 4% or $5,960 at 6%.
2001163$0$0-
The Helm Management Co 401(K) Plan-63---
2000159$129,398$45,996$780iApproximate average salary by contribution assumption: employee only about $19,490 at 4% or $12,993 at 6%; with 50% employer match about $12,993 at 4% or $8,662 at 6%; with 100% employer match about $9,745 at 4% or $6,497 at 6%.
The Helm Management Co 401(K) Plan-59$129,398$45,996$780iApproximate average salary by contribution assumption: employee only about $19,490 at 4% or $12,993 at 6%; with 50% employer match about $12,993 at 4% or $8,662 at 6%; with 100% employer match about $9,745 at 4% or $6,497 at 6%.