WILLIAM J. HELMS, M.D., P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WILLIAM J. HELMS, M.D., P.A. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : WILLIAM J. HELMS, M.D., P.A. 401(K) PLAN 2025 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2025-10-09 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-09 | 14509 |
| Net assets as of the end of the plan year | 2025-10-09 | 2045960 |
| Total assets as of the beginning of the plan year | 2025-10-09 | 1698151 |
| Value of plan covered by a fidelity bond | 2025-10-09 | 200000 |
| Participant contributions to plan in this plan year | 2025-10-09 | 65738 |
| Other income to plan in this plan year | 2025-10-09 | 187508 |
| Plan net income in this plan year | 2025-10-09 | 347809 |
| Net assets as of the end of the plan year | 2025-10-09 | 2045960 |
| Net assets as of the beginning of the plan year | 2025-10-09 | 1698151 |
| Employer contributions to plan in this plan year | 2025-10-09 | 109072 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-09 | 12478 |
| 2024 : WILLIAM J. HELMS, M.D., P.A. 401(K) PLAN 2024 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2024-10-02 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-02 | 26715 |
| Net assets as of the end of the plan year | 2024-10-02 | 1698151 |
| Total assets as of the beginning of the plan year | 2024-10-02 | 1448567 |
| Value of plan covered by a fidelity bond | 2024-10-02 | 200000 |
| Participant contributions to plan in this plan year | 2024-10-02 | 63992 |
| Other income to plan in this plan year | 2024-10-02 | 131404 |
| Plan net income in this plan year | 2024-10-02 | 249584 |
| Net assets as of the end of the plan year | 2024-10-02 | 1698151 |
| Net assets as of the beginning of the plan year | 2024-10-02 | 1448567 |
| Employer contributions to plan in this plan year | 2024-10-02 | 80903 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-02 | 10338 |
| 2022 : WILLIAM J. HELMS, M.D., P.A. 401(K) PLAN 2022 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2022-10-05 | 0 |
| Total expenses incurred by plan in this plan year | 2022-10-05 | 9846 |
| Net assets as of the end of the plan year | 2022-10-05 | 1438958 |
| Total assets as of the beginning of the plan year | 2022-10-05 | 1283931 |
| Value of plan covered by a fidelity bond | 2022-10-05 | 100000 |
| Participant contributions to plan in this plan year | 2022-10-05 | 36803 |
| Other income to plan in this plan year | 2022-10-05 | 39602 |
| Plan net income in this plan year | 2022-10-05 | 155027 |
| Net assets as of the end of the plan year | 2022-10-05 | 1438958 |
| Net assets as of the beginning of the plan year | 2022-10-05 | 1283931 |
| Employer contributions to plan in this plan year | 2022-10-05 | 88468 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-05 | 8808 |
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