How big is Helfman, Davis, & Schmidt CPAS' plan?

Helfman, Davis, & Schmidt CPAS' plan reported $1.5M in assets and 8 participants for 2024.

Original filing (PDF)20250624184251NAL0007527489001

Helfman, Davis, & Schmidt CPAS

Name: Helfman, Davis, & Schmidt CPAS — Helfman, Davis &, Form 5500 (2024)
Creator: Helfman, Davis, & Schmidt CPAS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Helfman, Davis & Clanton CPA'S Safe Harbor 401(k) Plan

401(k) retirement plan · Helfman, Davis, & Schmidt CPAS' Helfman, Davis & Clanton CPA'S Safe Harbor 401(k) Plan held $1.5M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Paul Helfman signed Helfman, Davis, & Schmidt CPAS' 2024 Form 5500 as plan administrator.

Paul Helfman — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Helfman, Davis, & Schmidt CPAS' EIN is 33-0852674.

EIN 33-0852674

Plan number 001

Plan year 2024

ACK ID 20250624184251NAL0007527489001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Helfman, Davis, & Schmidt CPAS from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Helfman, Davis, & Schmidt CPAS' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HELFMAN, DAVIS, & SCHMIDT CPAS.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score