401k Plan data: DAUTREMONT HELMS & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST plan

DAUTREMONT HELMS & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	DAUTREMONT HELMS & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number	001

DAUTREMONT HELMS & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type

Defined 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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

DAUTREMONT HELMS & ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: DAUTREMONT HELMS & ASSOCIATES

Employer identification number (EIN): 952638244

NAIC Classification: 541330
NAIC Description: Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAUTREMONT HELMS & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 KEVIN CHEN 2023-07-11
001 2021-01-01 KEVIN CHEN 2022-07-21
001 2020-01-01 KEVIN CHEN 2021-07-26
001 2019-01-01 KEVIN CHEN 2020-07-28
001 2018-01-01 KEVIN CHEN 2019-07-28
001 2017-01-01 KEVIN CHEN 2018-07-02
001 2016-01-01 KEVIN S CHEN 2017-07-14
001 2015-01-01 KEVIN CHEN 2016-07-25
001 2014-01-01 KEVIN CHEN 2015-07-14
001 2013-01-01 KEVIN S. CHEN 2014-07-25
001 2012-01-01 DAUTREMONT HELMS ASSOCIATES
001 2011-01-01 KEVIN S CHEN
001 2009-01-01 KEVIN S CHEN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	KEVIN CHEN	2023-07-11
001	2021-01-01	KEVIN CHEN	2022-07-21
001	2020-01-01	KEVIN CHEN	2021-07-26
001	2019-01-01	KEVIN CHEN	2020-07-28
001	2018-01-01	KEVIN CHEN	2019-07-28
001	2017-01-01	KEVIN CHEN	2018-07-02
001	2016-01-01	KEVIN S CHEN	2017-07-14
001	2015-01-01	KEVIN CHEN	2016-07-25
001	2014-01-01	KEVIN CHEN	2015-07-14
001	2013-01-01	KEVIN S. CHEN	2014-07-25
001	2012-01-01	DAUTREMONT HELMS ASSOCIATES
001	2011-01-01	KEVIN S CHEN
001	2009-01-01	KEVIN S CHEN

Plan Statistics for DAUTREMONT HELMS & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for DAUTREMONT HELMS & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2012: DAUTREMONT HELMS & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 9
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 10
Number of participants with account balances 2012-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: DAUTREMONT HELMS & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 8
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 10
Total participants 2011-01-01 10
Number of participants with account balances 2011-01-01 10
2009: DAUTREMONT HELMS & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 11
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 12
Total participants 2009-01-01 12
Number of participants with account balances 2009-01-01 12

Measure	Date	Value
2012: DAUTREMONT HELMS & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	9
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	10
Number of participants with account balances	2012-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: DAUTREMONT HELMS & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	8
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	10
Total participants	2011-01-01	10
Number of participants with account balances	2011-01-01	10
2009: DAUTREMONT HELMS & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	11
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	12
Total participants	2009-01-01	12
Number of participants with account balances	2009-01-01	12

Financial Data on DAUTREMONT HELMS & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2012 : DAUTREMONT HELMS & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$99,168
Expenses. Total of all expenses incurred	2012-12-31	$430,056
Benefits paid (including direct rollovers)	2012-12-31	$430,056
Total plan assets at end of year	2012-12-31	$423,544
Total plan assets at beginning of year	2012-12-31	$754,432
Value of fidelity bond covering the plan	2012-12-31	$50,000
Total contributions received or receivable from participants	2012-12-31	$87,590
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$11,578
Net income (gross income less expenses)	2012-12-31	$-330,888
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$423,544
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$754,432
Assets. Value of participant loans	2012-12-31	$44,659
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
2011 : DAUTREMONT HELMS & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$61,824
Expenses. Total of all expenses incurred	2011-12-31	$9,876
Benefits paid (including direct rollovers)	2011-12-31	$6,470
Total plan assets at end of year	2011-12-31	$754,432
Total plan assets at beginning of year	2011-12-31	$702,484
Total contributions received or receivable from participants	2011-12-31	$66,076
Expenses. Other expenses not covered elsewhere	2011-12-31	$110
Other income received	2011-12-31	$-4,252
Net income (gross income less expenses)	2011-12-31	$51,948
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$754,432
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$702,484
Value of corrective distributions	2011-12-31	$3,296
2010 : DAUTREMONT HELMS & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$192,027
Expenses. Total of all expenses incurred	2010-12-31	$174,042
Benefits paid (including direct rollovers)	2010-12-31	$173,891
Total plan assets at end of year	2010-12-31	$702,484
Total plan assets at beginning of year	2010-12-31	$684,499
Total contributions received or receivable from participants	2010-12-31	$66,619
Expenses. Other expenses not covered elsewhere	2010-12-31	$151
Other income received	2010-12-31	$72,408
Net income (gross income less expenses)	2010-12-31	$17,985
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$702,484
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$684,499
Total contributions received or receivable from employer(s)	2010-12-31	$53,000
2009 : DAUTREMONT HELMS & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for DAUTREMONT HELMS & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST

2012: DAUTREMONT HELMS & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: DAUTREMONT HELMS & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: DAUTREMONT HELMS & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

34480-001

Policy instance

Insurance contract or identification number	34480-001
Number of Individuals Covered	10
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

34480-001

Policy instance

Insurance contract or identification number	34480-001
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	DAUTREMONT HELMS & ASSOCIATES
Employer identification number (EIN):	952638244
NAIC Classification:	541330
NAIC Description:	Engineering Services