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HELMING & COMPANY, P.C. 401k Plan overview

Plan NameHELMING & COMPANY, P.C.
Plan identification number 002

HELMING & COMPANY, P.C. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

HELMING & COMPANY, P.C. has sponsored the creation of one or more 401k plans.

Company Name:HELMING & COMPANY, P.C.
Employer identification number (EIN):061317083
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HELMING & COMPANY, P.C.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022011-01-10SUSAN LOZA
0022010-01-01SUSAN LOZA
0022009-01-01SUSAN LOZA
0022009-01-01SUSAN LOZA

Plan Statistics for HELMING & COMPANY, P.C.

401k plan membership statisitcs for HELMING & COMPANY, P.C.

Measure Date Value
2011: HELMING & COMPANY, P.C. 2011 401k membership
Total participants, beginning-of-year2011-01-102
Total number of active participants reported on line 7a of the Form 55002011-01-100
Total of all active and inactive participants2011-01-100
Total participants2011-01-100
Number of participants with account balances2011-01-100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-100
2010: HELMING & COMPANY, P.C. 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-012
Total of all active and inactive participants2010-01-012
Total participants2010-01-012
Number of participants with account balances2010-01-012
2009: HELMING & COMPANY, P.C. 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Number of retired or separated participants receiving benefits2009-01-010
Total of all active and inactive participants2009-01-012
Total participants2009-01-012
Number of participants with account balances2009-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on HELMING & COMPANY, P.C.

Measure Date Value
2011 : HELMING & COMPANY, P.C. 2011 401k financial data
Expenses. Total of all expenses incurred2011-03-31$101,357
Benefits paid (including direct rollovers)2011-03-31$101,357
Total plan assets at end of year2011-03-31$0
Total plan assets at beginning of year2011-03-31$96,238
Net income (gross income less expenses)2011-03-31$-101,357
Net plan assets at end of year (total assets less liabilities)2011-03-31$0
Net plan assets at beginning of year (total assets less liabilities)2011-03-31$96,238
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-03-31$0
2010 : HELMING & COMPANY, P.C. 2010 401k financial data
Total plan assets at end of year2010-12-31$96,238
Total plan assets at beginning of year2010-12-31$97,368
Net plan assets at end of year (total assets less liabilities)2010-12-31$96,238
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$97,368

Form 5500 Responses for HELMING & COMPANY, P.C.

2011: HELMING & COMPANY, P.C. 2011 form 5500 responses
2011-01-10Type of plan entitySingle employer plan
2011-01-10Submission has been amendedNo
2011-01-10This submission is the final filingYes
2011-01-10This return/report is a short plan year return/report (less than 12 months)Yes
2011-01-10Plan is a collectively bargained planNo
2011-01-10Plan funding arrangement – TrustYes
2011-01-10Plan benefit arrangement - TrustYes
2010: HELMING & COMPANY, P.C. 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – General assets of the sponsorYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HELMING & COMPANY, P.C. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – General assets of the sponsorYes

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