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MICHAEL J. HELMS, DPM, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameMICHAEL J. HELMS, DPM, LLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

MICHAEL J. HELMS, DPM, LLC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MICHAEL J. HELMS, DPM LLC has sponsored the creation of one or more 401k plans.

Company Name:MICHAEL J. HELMS, DPM LLC
Employer identification number (EIN):341564398
NAIC Classification:621391
NAIC Description:Offices of Podiatrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL J. HELMS, DPM, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MICHAEL HELMS2024-10-10
0012022-01-01MICHAEL J. HELMS2023-09-22
0012021-01-01MICHAEL J. HELMS2022-05-14
0012020-01-01MICHAEL J. HELMS2021-04-04
0012019-01-01MICHAEL J. HELMS2020-02-02
0012018-01-01MICHAEL J. HELMS2019-04-07
0012017-01-01MICHAEL J. HELMS2018-05-13
0012016-01-01MICHAEL J. HELMS2017-10-01
0012014-01-01MICHAEL J. HELMS2015-03-31
0012013-01-01MICHAEL J. HELMS2014-05-04
0012012-01-01MICHAEL J. HELMS2013-06-20
0012011-01-01MICHAEL J. HELMS2012-07-06
0012010-01-01MICHAEL J. HELMS2011-05-16 MICHAEL J HELMS DPM LLC2011-05-16

Plan Statistics for MICHAEL J. HELMS, DPM, LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for MICHAEL J. HELMS, DPM, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: MICHAEL J. HELMS, DPM, LLC 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-05-1726
Total number of particpants at end of year2025-05-1725
Number of Participants With Account Balances2025-05-1725
2024: MICHAEL J. HELMS, DPM, LLC 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-1023
Total number of particpants at end of year2024-10-1023
Number of Participants With Account Balances2024-10-1023
2022: MICHAEL J. HELMS, DPM, LLC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-05-1422
Total number of particpants at end of year2022-05-1422
Number of Participants With Account Balances2022-05-1422

Financial Data on MICHAEL J. HELMS, DPM, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : MICHAEL J. HELMS, DPM, LLC 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-170
Total liabilities as of the end of the plan year2025-05-170
Total liabilities as of the beginning of the plan year2025-05-170
Total expenses incurred by plan in this plan year2025-05-1738175
Net assets as of the end of the plan year2025-05-173216576
Total assets as of the beginning of the plan year2025-05-172861168
Value of plan covered by a fidelity bond2025-05-17286117
Participant contributions to plan in this plan year2025-05-17103233
Other expenses paid from plan in this plan year2025-05-170
Other contributions to plan in this plan year2025-05-170
Other income to plan in this plan year2025-05-17255500
Plan net income in this plan year2025-05-17355408
Net assets as of the end of the plan year2025-05-173216576
Net assets as of the beginning of the plan year2025-05-172861168
Employer contributions to plan in this plan year2025-05-1734850
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-1720697
2024 : MICHAEL J. HELMS, DPM, LLC 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-100
Total liabilities as of the end of the plan year2024-10-100
Total liabilities as of the beginning of the plan year2024-10-100
Total expenses incurred by plan in this plan year2024-10-1041105
Net assets as of the end of the plan year2024-10-102861168
Total assets as of the beginning of the plan year2024-10-102412711
Value of plan covered by a fidelity bond2024-10-10241271
Participant contributions to plan in this plan year2024-10-1072525
Other expenses paid from plan in this plan year2024-10-100
Other contributions to plan in this plan year2024-10-100
Other income to plan in this plan year2024-10-10349562
Plan net income in this plan year2024-10-10448457
Net assets as of the end of the plan year2024-10-102861168
Net assets as of the beginning of the plan year2024-10-102412711
Employer contributions to plan in this plan year2024-10-1067475
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-1015466
2022 : MICHAEL J. HELMS, DPM, LLC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-1416647
Net assets as of the end of the plan year2022-05-142910539
Total assets as of the beginning of the plan year2022-05-142500090
Value of plan covered by a fidelity bond2022-05-14285466
Participant contributions to plan in this plan year2022-05-1454649
Other income to plan in this plan year2022-05-14302857
Plan net income in this plan year2022-05-14410449
Net assets as of the end of the plan year2022-05-142910539
Net assets as of the beginning of the plan year2022-05-142500090
Employer contributions to plan in this plan year2022-05-1469590
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-1416647

Potentially related plans

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