Civic Intelligence

Helber Hastert & Fee, Planners Inc

Plan context: Helber Hastert & Fee, Planners Inc. 401K Profit Sharing Plan

EIN 99-0300456 • Honolulu, HI • 37 filings • 4 plans

733 Bishop St Ste 2590Makai TowerHonolulu, HI 96813-4016
Current Snapshot

Latest Year

2024

2024 Participants

35

2024 Assets

$10,702,673

2024 Contributions

$655,776

Historical Graphs

Total Assets Over Time

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

$10,702,673$5,351,337$0199920132024YearValue
$10,702,673Latest year 2024

Participants Over Time

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

40200199920122024YearValue
35Latest 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
2024135$10,702,673$655,776$18,736iApproximate average salary by contribution assumption: employee only about $468,411 at 4% or $312,274 at 6%; with 50% employer match about $312,274 at 4% or $208,183 at 6%; with 100% employer match about $234,206 at 4% or $156,137 at 6%.
Helber Hastert & Fee, Planners Inc. 401K Profit Sharing Plan-35$10,702,673$655,776$18,736iApproximate average salary by contribution assumption: employee only about $468,411 at 4% or $312,274 at 6%; with 50% employer match about $312,274 at 4% or $208,183 at 6%; with 100% employer match about $234,206 at 4% or $156,137 at 6%.
2023133$9,283,165$532,457$16,135iApproximate average salary by contribution assumption: employee only about $403,377 at 4% or $268,918 at 6%; with 50% employer match about $268,918 at 4% or $179,278 at 6%; with 100% employer match about $201,688 at 4% or $134,459 at 6%.
Helber Hastert & Fee, Planners Inc. 401K Profit Sharing Plan-33$9,283,165$532,457$16,135iApproximate average salary by contribution assumption: employee only about $403,377 at 4% or $268,918 at 6%; with 50% employer match about $268,918 at 4% or $179,278 at 6%; with 100% employer match about $201,688 at 4% or $134,459 at 6%.
2022134$8,074,293$522,774$15,376iApproximate average salary by contribution assumption: employee only about $384,393 at 4% or $256,262 at 6%; with 50% employer match about $256,262 at 4% or $170,841 at 6%; with 100% employer match about $192,196 at 4% or $128,131 at 6%.
Helber Hastert & Fee, Planners Inc. 401K Profit Sharing Plan-34$8,074,293$522,774$15,376iApproximate average salary by contribution assumption: employee only about $384,393 at 4% or $256,262 at 6%; with 50% employer match about $256,262 at 4% or $170,841 at 6%; with 100% employer match about $192,196 at 4% or $128,131 at 6%.
2021134$8,682,049$525,979$15,470iApproximate average salary by contribution assumption: employee only about $386,749 at 4% or $257,833 at 6%; with 50% employer match about $257,833 at 4% or $171,889 at 6%; with 100% employer match about $193,375 at 4% or $128,916 at 6%.
Helber Hastert & Fee, Planners Inc. 401K Profit Sharing Plan-34$8,682,049$525,979$15,470iApproximate average salary by contribution assumption: employee only about $386,749 at 4% or $257,833 at 6%; with 50% employer match about $257,833 at 4% or $171,889 at 6%; with 100% employer match about $193,375 at 4% or $128,916 at 6%.
2020135$7,317,416$468,474$13,385iApproximate average salary by contribution assumption: employee only about $334,624 at 4% or $223,083 at 6%; with 50% employer match about $223,083 at 4% or $148,722 at 6%; with 100% employer match about $167,312 at 4% or $111,541 at 6%.
Helber Hastert & Fee, Planners Inc. 401K Profit Sharing Plan-35$7,317,416$468,474$13,385iApproximate average salary by contribution assumption: employee only about $334,624 at 4% or $223,083 at 6%; with 50% employer match about $223,083 at 4% or $148,722 at 6%; with 100% employer match about $167,312 at 4% or $111,541 at 6%.
2019133$6,215,643$119,223$3,613iApproximate average salary by contribution assumption: employee only about $90,320 at 4% or $60,214 at 6%; with 50% employer match about $60,214 at 4% or $40,142 at 6%; with 100% employer match about $45,160 at 4% or $30,107 at 6%.
Helber Hastert & Fee, Planners Inc. 401K Profit Sharing Plan-33$6,215,643$119,223$3,613iApproximate average salary by contribution assumption: employee only about $90,320 at 4% or $60,214 at 6%; with 50% employer match about $60,214 at 4% or $40,142 at 6%; with 100% employer match about $45,160 at 4% or $30,107 at 6%.
2018138$5,940,244$364,835$9,601iApproximate average salary by contribution assumption: employee only about $240,023 at 4% or $160,015 at 6%; with 50% employer match about $160,015 at 4% or $106,677 at 6%; with 100% employer match about $120,012 at 4% or $80,008 at 6%.
Helber Hastert & Fee, Planners Inc. 401K Profit Sharing Plan-38$5,940,244$364,835$9,601iApproximate average salary by contribution assumption: employee only about $240,023 at 4% or $160,015 at 6%; with 50% employer match about $160,015 at 4% or $106,677 at 6%; with 100% employer match about $120,012 at 4% or $80,008 at 6%.
2017140$6,446,763$461,477$11,537iApproximate average salary by contribution assumption: employee only about $288,423 at 4% or $192,282 at 6%; with 50% employer match about $192,282 at 4% or $128,188 at 6%; with 100% employer match about $144,212 at 4% or $96,141 at 6%.
Helber Hastert & Fee, Planners Inc. 401K Profit Sharing Plan-40$6,446,763$461,477$11,537iApproximate average salary by contribution assumption: employee only about $288,423 at 4% or $192,282 at 6%; with 50% employer match about $192,282 at 4% or $128,188 at 6%; with 100% employer match about $144,212 at 4% or $96,141 at 6%.
2016139$5,405,478$592,987$15,205iApproximate average salary by contribution assumption: employee only about $380,120 at 4% or $253,413 at 6%; with 50% employer match about $253,413 at 4% or $168,942 at 6%; with 100% employer match about $190,060 at 4% or $126,707 at 6%.
Helber Hastert & Fee, Planners Inc. 401K Profit Sharing Plan-39$5,405,478$592,987$15,205iApproximate average salary by contribution assumption: employee only about $380,120 at 4% or $253,413 at 6%; with 50% employer match about $253,413 at 4% or $168,942 at 6%; with 100% employer match about $190,060 at 4% or $126,707 at 6%.
2015134$4,567,043$834,115$24,533iApproximate average salary by contribution assumption: employee only about $613,320 at 4% or $408,880 at 6%; with 50% employer match about $408,880 at 4% or $272,587 at 6%; with 100% employer match about $306,660 at 4% or $204,440 at 6%.
Helber Hastert & Fee, Planners Inc. 401K Profit Sharing Plan-34$4,567,043$834,115$24,533iApproximate average salary by contribution assumption: employee only about $613,320 at 4% or $408,880 at 6%; with 50% employer match about $408,880 at 4% or $272,587 at 6%; with 100% employer match about $306,660 at 4% or $204,440 at 6%.
2014127$3,798,602$382,510$14,167iApproximate average salary by contribution assumption: employee only about $354,176 at 4% or $236,117 at 6%; with 50% employer match about $236,117 at 4% or $157,412 at 6%; with 100% employer match about $177,088 at 4% or $118,059 at 6%.
Helber Hastert & Fee, Planners Inc. 401K Profit Sharing Plan-27$3,798,602$382,510$14,167iApproximate average salary by contribution assumption: employee only about $354,176 at 4% or $236,117 at 6%; with 50% employer match about $236,117 at 4% or $157,412 at 6%; with 100% employer match about $177,088 at 4% or $118,059 at 6%.
2013129$3,309,192$423,425$14,601iApproximate average salary by contribution assumption: employee only about $365,022 at 4% or $243,348 at 6%; with 50% employer match about $243,348 at 4% or $162,232 at 6%; with 100% employer match about $182,511 at 4% or $121,674 at 6%.
Helber Hastert & Fee, Planners Inc. 401K Profit Sharing Plan-29$3,309,192$423,425$14,601iApproximate average salary by contribution assumption: employee only about $365,022 at 4% or $243,348 at 6%; with 50% employer match about $243,348 at 4% or $162,232 at 6%; with 100% employer match about $182,511 at 4% or $121,674 at 6%.
2012222$2,722,399$177,844$8,084iApproximate average salary by contribution assumption: employee only about $202,095 at 4% or $134,730 at 6%; with 50% employer match about $134,730 at 4% or $89,820 at 6%; with 100% employer match about $101,048 at 4% or $67,365 at 6%.
Helber Hastert & Fee, Planners Inc. 401K Profit Sharing Plan-22$2,722,399$177,844$8,084iApproximate average salary by contribution assumption: employee only about $202,095 at 4% or $134,730 at 6%; with 50% employer match about $134,730 at 4% or $89,820 at 6%; with 100% employer match about $101,048 at 4% or $67,365 at 6%.
Helber Hastert Fee, Planners Inc. Flexible Benefits Plan-10---
2011220$2,329,240$126,247$6,312iApproximate average salary by contribution assumption: employee only about $157,809 at 4% or $105,206 at 6%; with 50% employer match about $105,206 at 4% or $70,137 at 6%; with 100% employer match about $78,904 at 4% or $52,603 at 6%.
Helber Hastert & Fee, Planners Inc. 401K Profit Sharing Plan-20$2,329,240$126,247$6,312iApproximate average salary by contribution assumption: employee only about $157,809 at 4% or $105,206 at 6%; with 50% employer match about $105,206 at 4% or $70,137 at 6%; with 100% employer match about $78,904 at 4% or $52,603 at 6%.
Helber Hastert Fee, Planners Inc. Flexible Benefits Plan-11---
2010221$2,315,927$132,712$6,320iApproximate average salary by contribution assumption: employee only about $157,990 at 4% or $105,327 at 6%; with 50% employer match about $105,327 at 4% or $70,218 at 6%; with 100% employer match about $78,995 at 4% or $52,663 at 6%.
Helber Hastert & Fee, Planners Inc. 401K Profit Sharing Plan-19$2,315,927$132,712$6,985iApproximate average salary by contribution assumption: employee only about $174,621 at 4% or $116,414 at 6%; with 50% employer match about $116,414 at 4% or $77,609 at 6%; with 100% employer match about $87,311 at 4% or $58,207 at 6%.
Helber Hastert Fee, Planners Inc. Flexible Benefits Plan-21---
2009220$1,951,375$165,792$8,290iApproximate average salary by contribution assumption: employee only about $207,240 at 4% or $138,160 at 6%; with 50% employer match about $138,160 at 4% or $92,107 at 6%; with 100% employer match about $103,620 at 4% or $69,080 at 6%.
Helber Hastert & Fee, Planners Inc. 401K Profit Sharing Plan-20$1,951,375$165,792$8,290iApproximate average salary by contribution assumption: employee only about $207,240 at 4% or $138,160 at 6%; with 50% employer match about $138,160 at 4% or $92,107 at 6%; with 100% employer match about $103,620 at 4% or $69,080 at 6%.
Helber Hastert Fee, Planners Inc. Flexible Benefits Plan-16---
2008218$1,356,381$170,252$9,458iApproximate average salary by contribution assumption: employee only about $236,461 at 4% or $157,641 at 6%; with 50% employer match about $157,641 at 4% or $105,094 at 6%; with 100% employer match about $118,231 at 4% or $78,820 at 6%.
Helber Hastert & Fee, Planners Inc. 401K Profit Sharing Plan-18$1,356,381$170,252$9,458iApproximate average salary by contribution assumption: employee only about $236,461 at 4% or $157,641 at 6%; with 50% employer match about $157,641 at 4% or $105,094 at 6%; with 100% employer match about $118,231 at 4% or $78,820 at 6%.
Helber Hastert Fee, Planners Inc. Flexible Benefits Plan-17---
2007218$1,890,183$176,558$9,809iApproximate average salary by contribution assumption: employee only about $245,219 at 4% or $163,480 at 6%; with 50% employer match about $163,480 at 4% or $108,986 at 6%; with 100% employer match about $122,610 at 4% or $81,740 at 6%.
Helber Hastert & Fee, Planners Inc. 401K Profit Sharing Plan-18$1,890,183$176,558$9,809iApproximate average salary by contribution assumption: employee only about $245,219 at 4% or $163,480 at 6%; with 50% employer match about $163,480 at 4% or $108,986 at 6%; with 100% employer match about $122,610 at 4% or $81,740 at 6%.
Helber Hastert Fee, Planners Inc. Flexible Benefits Plan-16---
2006218$1,621,857$215,394$11,966iApproximate average salary by contribution assumption: employee only about $299,158 at 4% or $199,439 at 6%; with 50% employer match about $199,439 at 4% or $132,959 at 6%; with 100% employer match about $149,579 at 4% or $99,719 at 6%.
Helber Hastert & Fee, Planners Inc. 401K Profit Sharing Plan-18$1,621,857$215,394$11,966iApproximate average salary by contribution assumption: employee only about $299,158 at 4% or $199,439 at 6%; with 50% employer match about $199,439 at 4% or $132,959 at 6%; with 100% employer match about $149,579 at 4% or $99,719 at 6%.
Helber Hastert Fee, Planners Inc. Flexible Benefits Plan-17---
2005220$1,974,835$206,003$10,300iApproximate average salary by contribution assumption: employee only about $257,504 at 4% or $171,669 at 6%; with 50% employer match about $171,669 at 4% or $114,446 at 6%; with 100% employer match about $128,752 at 4% or $85,835 at 6%.
Helber Hastert & Fee, Planners Inc. 401K Profit Sharing Plan-19$1,974,835$206,003$10,842iApproximate average salary by contribution assumption: employee only about $271,057 at 4% or $180,704 at 6%; with 50% employer match about $180,704 at 4% or $120,470 at 6%; with 100% employer match about $135,528 at 4% or $90,352 at 6%.
Helber Hastert Fee, Planners Inc. Flexible Benefits Plan-20---
2004220$1,729,383$154,866$7,743iApproximate average salary by contribution assumption: employee only about $193,583 at 4% or $129,055 at 6%; with 50% employer match about $129,055 at 4% or $86,037 at 6%; with 100% employer match about $96,791 at 4% or $64,528 at 6%.
Helber Hastert & Fee, Planners Inc. 401K Profit Sharing Plan-18$1,729,383$154,866$8,604iApproximate average salary by contribution assumption: employee only about $215,092 at 4% or $143,394 at 6%; with 50% employer match about $143,394 at 4% or $95,596 at 6%; with 100% employer match about $107,546 at 4% or $71,697 at 6%.
Helber Hastert Fee, Planners Inc. Flexible Benefits Plan-20---
2003220$1,426,937$110,594$5,530iApproximate average salary by contribution assumption: employee only about $138,243 at 4% or $92,162 at 6%; with 50% employer match about $92,162 at 4% or $61,441 at 6%; with 100% employer match about $69,121 at 4% or $46,081 at 6%.
Helber Hastert & Fee, Planners Inc. 401K Profit Sharing Plan-14$1,426,937$110,594$7,900iApproximate average salary by contribution assumption: employee only about $197,489 at 4% or $131,660 at 6%; with 50% employer match about $131,660 at 4% or $87,773 at 6%; with 100% employer match about $98,745 at 4% or $65,830 at 6%.
Helber Hastert Fee, Planners Inc. Flexible Benefits Plan-20---
2002213$0$0-
Helber Hastert & Fee, Planners Inc. 401K Profit Sharing Plan-13---
Helber Hastert Fee, Planners Inc. Flexible Benefits Plan-0---
200117$0$0-
Helber Hastert & Fee, Planners Inc. 401K Profit Sharing Plan-7---
2000112$0$0-
Helber Hastert & Fee, Planners Inc. 401K Profit Sharing Plan-12---
1999115$2,477,607$111,638$7,443iApproximate average salary by contribution assumption: employee only about $186,063 at 4% or $124,042 at 6%; with 50% employer match about $124,042 at 4% or $82,695 at 6%; with 100% employer match about $93,032 at 4% or $62,021 at 6%.
Helber Hastert & Fee, Planners Inc. 401K Profit Sharing Plan-15$2,477,607$111,638$7,443iApproximate average salary by contribution assumption: employee only about $186,063 at 4% or $124,042 at 6%; with 50% employer match about $124,042 at 4% or $82,695 at 6%; with 100% employer match about $93,032 at 4% or $62,021 at 6%.