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| Plan Name | DIRT POOR 401K RETIREMENT PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | HELMS & SONS EXCAVATING, INC. |
| Employer identification number (EIN): | 311547042 |
| NAIC Classification: | 238900 |
Additional information about HELMS & SONS EXCAVATING, INC.
| Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
| Incorporation Date: | 1997-07-22 |
| Company Identification Number: | 985722 |
| Legal Registered Office Address: |
406 N. BLACHARD ST. - FINDLAY United States of America (USA) 45840 |
More information about HELMS & SONS EXCAVATING, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | ||||
| 001 | 2022-01-01 | ||||
| 001 | 2021-01-01 | ||||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | ||||
| 001 | 2017-01-01 | ||||
| 001 | 2016-01-01 | ||||
| 001 | 2015-01-01 | ||||
| 001 | 2014-01-01 | ||||
| 001 | 2013-01-01 | ||||
| 001 | 2012-01-01 | SHANE HELMS | 2013-09-05 | SHANE HELMS | 2013-09-05 |
| 001 | 2011-01-01 | SHANE HELMS | 2012-10-02 | SHANE HELMS | 2012-10-02 |
| 001 | 2010-01-01 | SHANE HELMS | 2011-10-13 | SHANE HELMS | 2011-10-13 |
| Measure | Date | Value |
|---|---|---|
| 2025: DIRT POOR 401K RETIREMENT PLAN 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-10-02 | 87 |
| Total number of particpants at end of year | 2025-10-02 | 93 |
| Number of Participants With Account Balances | 2025-10-02 | 91 |
| 2024: DIRT POOR 401K RETIREMENT PLAN 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-09-26 | 68 |
| Total number of particpants at end of year | 2024-09-26 | 87 |
| Number of Participants With Account Balances | 2024-09-26 | 77 |
| 2022: DIRT POOR 401K RETIREMENT PLAN 2022 401k membership | ||
| Total number of particpants at beginning of year | 2022-10-12 | 71 |
| Total number of particpants at end of year | 2022-10-12 | 61 |
| Number of Participants With Account Balances | 2022-10-12 | 59 |
| Measure | Date | Value |
|---|---|---|
| 2025 : DIRT POOR 401K RETIREMENT PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-10-02 | 55816 |
| Net assets as of the end of the plan year | 2025-10-02 | 3225883 |
| Total assets as of the beginning of the plan year | 2025-10-02 | 2635859 |
| Value of plan covered by a fidelity bond | 2025-10-02 | 150000 |
| Participant contributions to plan in this plan year | 2025-10-02 | 162657 |
| Value of participant loans at end of plan year | 2025-10-02 | 788 |
| Other income to plan in this plan year | 2025-10-02 | 244768 |
| Plan net income in this plan year | 2025-10-02 | 590024 |
| Net assets as of the end of the plan year | 2025-10-02 | 3225883 |
| Net assets as of the beginning of the plan year | 2025-10-02 | 2635859 |
| Employer contributions to plan in this plan year | 2025-10-02 | 238415 |
| Fees paid to broker by Benefit Provider | 2025-10-02 | 11708 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-02 | 17687 |
| 2024 : DIRT POOR 401K RETIREMENT PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-09-26 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-09-26 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-26 | 233665 |
| Net assets as of the end of the plan year | 2024-09-26 | 2635859 |
| Total assets as of the beginning of the plan year | 2024-09-26 | 2205050 |
| Value of plan covered by a fidelity bond | 2024-09-26 | 150000 |
| Participant contributions to plan in this plan year | 2024-09-26 | 149219 |
| Value of participant loans at end of plan year | 2024-09-26 | 7557 |
| Other expenses paid from plan in this plan year | 2024-09-26 | 0 |
| Other contributions to plan in this plan year | 2024-09-26 | 0 |
| Other income to plan in this plan year | 2024-09-26 | 298662 |
| Plan net income in this plan year | 2024-09-26 | 430809 |
| Net assets as of the end of the plan year | 2024-09-26 | 2635859 |
| Net assets as of the beginning of the plan year | 2024-09-26 | 2205050 |
| Employer contributions to plan in this plan year | 2024-09-26 | 216593 |
| Fees paid to broker by Benefit Provider | 2024-09-26 | 9617 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-26 | 14732 |
| 2022 : DIRT POOR 401K RETIREMENT PLAN 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-10-12 | 476111 |
| Net assets as of the end of the plan year | 2022-10-12 | 2242805 |
| Total assets as of the beginning of the plan year | 2022-10-12 | 2213240 |
| Value of plan covered by a fidelity bond | 2022-10-12 | 150000 |
| Participant contributions to plan in this plan year | 2022-10-12 | 104765 |
| Value of participant loans at end of plan year | 2022-10-12 | 24984 |
| Other contributions to plan in this plan year | 2022-10-12 | 0 |
| Other income to plan in this plan year | 2022-10-12 | 234383 |
| Plan net income in this plan year | 2022-10-12 | 29565 |
| Net assets as of the end of the plan year | 2022-10-12 | 2242805 |
| Net assets as of the beginning of the plan year | 2022-10-12 | 2213240 |
| Employer contributions to plan in this plan year | 2022-10-12 | 166528 |
| Fees paid to broker by Benefit Provider | 2022-10-12 | 9442 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-12 | 8201 |
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