| Plan Name | THE LAW OFFICES OF DAVID A. HELMER, LLC PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | THE LAW OFFICES OF DAVID A. HELMER, LLC |
| Employer identification number (EIN): | 455205573 |
| NAIC Classification: | 541110 |
| NAIC Description: | Offices of Lawyers |
Additional information about THE LAW OFFICES OF DAVID A. HELMER, LLC
| Jurisdiction of Incorporation: | Colorado Department of State |
| Incorporation Date: | 2005-08-05 |
| Company Identification Number: | 20051298174 |
| Legal Registered Office Address: |
611 Main Street Frisco United States of America (USA) 80443-0868 |
More information about THE LAW OFFICES OF DAVID A. HELMER, LLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | DAVID A HELMER | 2024-10-03 | DAVID A HELMER | 2024-10-03 |
| 001 | 2022-01-01 | DAVID A HELMER | 2023-10-06 | DAVID A HELMER | 2023-10-06 |
| 001 | 2021-01-01 | DAVID A. HELMER | 2022-09-28 | DAVID A. HELMER | 2022-09-28 |
| 001 | 2020-01-01 | DAVID A HELMER | 2021-10-13 | DAVID A HELMER | 2021-10-13 |
| 001 | 2019-01-01 | DAVID A HELMER | 2020-10-12 | DAVID A HELMER | 2020-10-12 |
| 001 | 2018-01-01 | DAVID A HELMER | 2019-09-27 | DAVID A HELMER | 2019-09-27 |
| 001 | 2017-01-01 | DAVID A. HELMER | 2018-08-16 | DAVID A. HELMER | 2018-08-16 |
| 001 | 2016-01-01 | DAVID A. HELMER | 2017-10-12 | ||
| 001 | 2015-01-01 | DAVID A HELMER | 2016-10-10 | ||
| 001 | 2014-01-01 | DAVID A. HELMER | 2015-10-14 | DAVID A. HELMER | 2015-10-14 |
| 001 | 2013-01-01 | DAVID A. HELMER | 2014-10-15 | ||
| 001 | 2012-01-01 | DAVID A. HELMER | 2013-10-15 |
| Measure | Date | Value |
|---|---|---|
| 2025 : THE LAW OFFICES OF DAVID A. HELMER, LLC PROFIT SHARING PLAN 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-08-19 | 0 |
| Total liabilities as of the end of the plan year | 2025-08-19 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-08-19 | 0 |
| Total expenses incurred by plan in this plan year | 2025-08-19 | 50691 |
| Net assets as of the end of the plan year | 2025-08-19 | 918362 |
| Total assets as of the beginning of the plan year | 2025-08-19 | 908844 |
| Value of plan covered by a fidelity bond | 2025-08-19 | 50000 |
| Participant contributions to plan in this plan year | 2025-08-19 | 0 |
| Other expenses paid from plan in this plan year | 2025-08-19 | 0 |
| Other contributions to plan in this plan year | 2025-08-19 | 0 |
| Other income to plan in this plan year | 2025-08-19 | 60209 |
| Plan net income in this plan year | 2025-08-19 | 9518 |
| Net assets as of the end of the plan year | 2025-08-19 | 918362 |
| Net assets as of the beginning of the plan year | 2025-08-19 | 908844 |
| Employer contributions to plan in this plan year | 2025-08-19 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-08-19 | 9380 |
| 2024 : THE LAW OFFICES OF DAVID A. HELMER, LLC PROFIT SHARING PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-10-03 | 0 |
| Total liabilities as of the end of the plan year | 2024-10-03 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-03 | 150714 |
| Net assets as of the end of the plan year | 2024-10-03 | 908844 |
| Total assets as of the beginning of the plan year | 2024-10-03 | 970561 |
| Value of plan covered by a fidelity bond | 2024-10-03 | 50000 |
| Participant contributions to plan in this plan year | 2024-10-03 | 0 |
| Other expenses paid from plan in this plan year | 2024-10-03 | 0 |
| Other contributions to plan in this plan year | 2024-10-03 | 0 |
| Other income to plan in this plan year | 2024-10-03 | 88997 |
| Plan net income in this plan year | 2024-10-03 | -61717 |
| Net assets as of the end of the plan year | 2024-10-03 | 908844 |
| Net assets as of the beginning of the plan year | 2024-10-03 | 970561 |
| Employer contributions to plan in this plan year | 2024-10-03 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-03 | 9806 |