Civic Intelligence

Craig Helm, M.D., a Professional Coporation

Plan context: Helm Vision Group 401(K) Profit Sharing Plan

EIN 95-4873440 • Valencia, CA • 10 filings • 1 plans

27420 Tourney Road - Suite 100Valencia, CA 91355
Current Snapshot

Latest Year

2024

2024 Participants

78

2024 Assets

$3,420,155

2024 Contributions

$392,338

Historical Graphs

Total Assets Over Time

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

$3,420,155$1,710,078$0201520202024YearValue
$3,420,155Latest year 2024

Participants Over Time

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

78390201520202024YearValue
78Latest 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
2024178$3,420,155$392,338$5,030iApproximate average salary by contribution assumption: employee only about $125,749 at 4% or $83,833 at 6%; with 50% employer match about $83,833 at 4% or $55,889 at 6%; with 100% employer match about $62,875 at 4% or $41,916 at 6%.
Helm Vision Group 401(K) Profit Sharing Plan-78$3,420,155$392,338$5,030iApproximate average salary by contribution assumption: employee only about $125,749 at 4% or $83,833 at 6%; with 50% employer match about $83,833 at 4% or $55,889 at 6%; with 100% employer match about $62,875 at 4% or $41,916 at 6%.
2023172$2,782,460$362,288$5,032iApproximate average salary by contribution assumption: employee only about $125,794 at 4% or $83,863 at 6%; with 50% employer match about $83,863 at 4% or $55,909 at 6%; with 100% employer match about $62,897 at 4% or $41,931 at 6%.
Helm Vision Group 401(K) Profit Sharing Plan-72$2,782,460$362,288$5,032iApproximate average salary by contribution assumption: employee only about $125,794 at 4% or $83,863 at 6%; with 50% employer match about $83,863 at 4% or $55,909 at 6%; with 100% employer match about $62,897 at 4% or $41,931 at 6%.
2022157$2,094,633$290,986$5,105iApproximate average salary by contribution assumption: employee only about $127,625 at 4% or $85,084 at 6%; with 50% employer match about $85,084 at 4% or $56,722 at 6%; with 100% employer match about $63,813 at 4% or $42,542 at 6%.
Helm Vision Group 401(K) Profit Sharing Plan-57$2,094,633$290,986$5,105iApproximate average salary by contribution assumption: employee only about $127,625 at 4% or $85,084 at 6%; with 50% employer match about $85,084 at 4% or $56,722 at 6%; with 100% employer match about $63,813 at 4% or $42,542 at 6%.
2021147$2,177,820$265,435$5,648iApproximate average salary by contribution assumption: employee only about $141,189 at 4% or $94,126 at 6%; with 50% employer match about $94,126 at 4% or $62,751 at 6%; with 100% employer match about $70,594 at 4% or $47,063 at 6%.
Helm Vision Group 401(K) Profit Sharing Plan-47$2,177,820$265,435$5,648iApproximate average salary by contribution assumption: employee only about $141,189 at 4% or $94,126 at 6%; with 50% employer match about $94,126 at 4% or $62,751 at 6%; with 100% employer match about $70,594 at 4% or $47,063 at 6%.
2020142$1,670,364$262,179$6,242iApproximate average salary by contribution assumption: employee only about $156,059 at 4% or $104,039 at 6%; with 50% employer match about $104,039 at 4% or $69,360 at 6%; with 100% employer match about $78,029 at 4% or $52,020 at 6%.
Helm Vision Group 401(K) Profit Sharing Plan-42$1,670,364$262,179$6,242iApproximate average salary by contribution assumption: employee only about $156,059 at 4% or $104,039 at 6%; with 50% employer match about $104,039 at 4% or $69,360 at 6%; with 100% employer match about $78,029 at 4% or $52,020 at 6%.
2019136$1,171,719$236,831$6,579iApproximate average salary by contribution assumption: employee only about $164,466 at 4% or $109,644 at 6%; with 50% employer match about $109,644 at 4% or $73,096 at 6%; with 100% employer match about $82,233 at 4% or $54,822 at 6%.
Helm Vision Group 401(K) Profit Sharing Plan-36$1,171,719$236,831$6,579iApproximate average salary by contribution assumption: employee only about $164,466 at 4% or $109,644 at 6%; with 50% employer match about $109,644 at 4% or $73,096 at 6%; with 100% employer match about $82,233 at 4% or $54,822 at 6%.
2018129$782,287$227,948$7,860iApproximate average salary by contribution assumption: employee only about $196,507 at 4% or $131,005 at 6%; with 50% employer match about $131,005 at 4% or $87,336 at 6%; with 100% employer match about $98,253 at 4% or $65,502 at 6%.
Helm Vision Group 401(K) Profit Sharing Plan-29$782,287$227,948$7,860iApproximate average salary by contribution assumption: employee only about $196,507 at 4% or $131,005 at 6%; with 50% employer match about $131,005 at 4% or $87,336 at 6%; with 100% employer match about $98,253 at 4% or $65,502 at 6%.
2017127$609,477$185,293$6,863iApproximate average salary by contribution assumption: employee only about $171,568 at 4% or $114,378 at 6%; with 50% employer match about $114,378 at 4% or $76,252 at 6%; with 100% employer match about $85,784 at 4% or $57,189 at 6%.
Helm Vision Group 401(K) Profit Sharing Plan-27$609,477$185,293$6,863iApproximate average salary by contribution assumption: employee only about $171,568 at 4% or $114,378 at 6%; with 50% employer match about $114,378 at 4% or $76,252 at 6%; with 100% employer match about $85,784 at 4% or $57,189 at 6%.
2016121$357,281$273,852$13,041iApproximate average salary by contribution assumption: employee only about $326,014 at 4% or $217,343 at 6%; with 50% employer match about $217,343 at 4% or $144,895 at 6%; with 100% employer match about $163,007 at 4% or $108,671 at 6%.
Helm Vision Group 401(K) Profit Sharing Plan-21$357,281$273,852$13,041iApproximate average salary by contribution assumption: employee only about $326,014 at 4% or $217,343 at 6%; with 50% employer match about $217,343 at 4% or $144,895 at 6%; with 100% employer match about $163,007 at 4% or $108,671 at 6%.
2015117$56,833$56,627$3,331iApproximate average salary by contribution assumption: employee only about $83,275 at 4% or $55,517 at 6%; with 50% employer match about $55,517 at 4% or $37,011 at 6%; with 100% employer match about $41,638 at 4% or $27,758 at 6%.
Helm Vision Group 401(K) Profit Sharing Plan-17$56,833$56,627$3,331iApproximate average salary by contribution assumption: employee only about $83,275 at 4% or $55,517 at 6%; with 50% employer match about $55,517 at 4% or $37,011 at 6%; with 100% employer match about $41,638 at 4% or $27,758 at 6%.