P 401(k) Plan Report

Stable plan record

HELFMAN, DAVIS & CLANTON CPA'S SAFE HARBOR 401(K) PLAN

Sponsored by HELFMAN, DAVIS, & SCHMIDT CPAS · EIN/PN 330852674-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$3,799
Administrative cost per participant
2025
$0
Active participants
2025
6
Total plan assets
2025
$1,844,031
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260708101823NAL00199379530026$3,799
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.