P 401(k) Plan Report

Stable plan record

HELVEY & ASSOCIATES, INC. 401(K) SALARY REDUCTION PLAN AND TRUST

Sponsored by HELVEY & ASSOCIATES, INC. · EIN/PN 351122891-001

Selected filing history

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

Employer money per active participant
2025
$355
Administrative cost per participant
2025
$176
Active participants
2025
27
Total plan assets
2025
$978,298
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260217072218NAL000654680300127$355
Public filing identifier

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