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THE LAW OFFICES OF DAVID A. HELMER, LLC PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE LAW OFFICES OF DAVID A. HELMER, LLC PROFIT SHARING PLAN
Plan identification number 001

THE LAW OFFICES OF DAVID A. HELMER, LLC 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
  • 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

THE LAW OFFICES OF DAVID A. HELMER, LLC has sponsored the creation of one or more 401k plans.

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE LAW OFFICES OF DAVID A. HELMER, LLC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DAVID A HELMER2024-10-03 DAVID A HELMER2024-10-03
0012022-01-01DAVID A HELMER2023-10-06 DAVID A HELMER2023-10-06
0012021-01-01DAVID A. HELMER2022-09-28 DAVID A. HELMER2022-09-28
0012020-01-01DAVID A HELMER2021-10-13 DAVID A HELMER2021-10-13
0012019-01-01DAVID A HELMER2020-10-12 DAVID A HELMER2020-10-12
0012018-01-01DAVID A HELMER2019-09-27 DAVID A HELMER2019-09-27
0012017-01-01DAVID A. HELMER2018-08-16 DAVID A. HELMER2018-08-16
0012016-01-01DAVID A. HELMER2017-10-12
0012015-01-01DAVID A HELMER2016-10-10
0012014-01-01DAVID A. HELMER2015-10-14 DAVID A. HELMER2015-10-14
0012013-01-01DAVID A. HELMER2014-10-15
0012012-01-01DAVID A. HELMER2013-10-15

Financial Data on THE LAW OFFICES OF DAVID A. HELMER, LLC PROFIT SHARING PLAN

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 year2025-08-190
Total liabilities as of the end of the plan year2025-08-190
Total liabilities as of the beginning of the plan year2025-08-190
Total expenses incurred by plan in this plan year2025-08-1950691
Net assets as of the end of the plan year2025-08-19918362
Total assets as of the beginning of the plan year2025-08-19908844
Value of plan covered by a fidelity bond2025-08-1950000
Participant contributions to plan in this plan year2025-08-190
Other expenses paid from plan in this plan year2025-08-190
Other contributions to plan in this plan year2025-08-190
Other income to plan in this plan year2025-08-1960209
Plan net income in this plan year2025-08-199518
Net assets as of the end of the plan year2025-08-19918362
Net assets as of the beginning of the plan year2025-08-19908844
Employer contributions to plan in this plan year2025-08-190
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-199380
2024 : THE LAW OFFICES OF DAVID A. HELMER, LLC PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-030
Total liabilities as of the end of the plan year2024-10-030
Total expenses incurred by plan in this plan year2024-10-03150714
Net assets as of the end of the plan year2024-10-03908844
Total assets as of the beginning of the plan year2024-10-03970561
Value of plan covered by a fidelity bond2024-10-0350000
Participant contributions to plan in this plan year2024-10-030
Other expenses paid from plan in this plan year2024-10-030
Other contributions to plan in this plan year2024-10-030
Other income to plan in this plan year2024-10-0388997
Plan net income in this plan year2024-10-03-61717
Net assets as of the end of the plan year2024-10-03908844
Net assets as of the beginning of the plan year2024-10-03970561
Employer contributions to plan in this plan year2024-10-030
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-039806

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