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GEORGE A. HELM III, P.A. 401(K) PLAN 401k Plan overview

Plan NameGEORGE A. HELM III, P.A. 401(K) PLAN
Plan identification number 001

GEORGE A. HELM III, P.A. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

GEORGE A. HELM III, P.A. has sponsored the creation of one or more 401k plans.

Company Name:GEORGE A. HELM III, P.A.
Employer identification number (EIN):611461206
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about GEORGE A. HELM III, P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2003-12-02
Company Identification Number: P03000143713
Legal Registered Office Address: 6047 LINNEAL BEACH DR.

APOPKA

32703

More information about GEORGE A. HELM III, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GEORGE A. HELM III, P.A. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01SHELLY GOODWIN2023-06-16
0012021-01-01SHELLY GOODWIN2022-09-19
0012020-01-01GEORGE HELM2021-10-11 GEORGE HELM2021-10-11
0012019-01-01SHELLY GOODWIN2020-07-24
0012018-01-01GEOEGE HELM2019-04-18 GEOEGE HELM2019-04-18
0012017-01-01GEORGE HELM2018-05-10 GEORGE HELM2018-05-10
0012016-01-01GEORGE HELM2017-07-05 GEORGE HELM2017-07-05
0012015-01-01GEORGE HELM2016-07-12 GEORGE HELM2016-07-12
0012014-01-01GEORGE HELM2015-05-19 GEORGE HELM2015-05-19
0012013-03-01GEORGE HELM2014-07-17 GEORGE HELM2014-07-17

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