How big is Helmers & Associates' plan?

Helmers & Associates' plan reported $608 in assets and 3 participants for 2024.

Original filing (PDF)20251229132808NAL0040794546001

Helmers & Associates

Name: Helmers & Associates — Helmers & Associates CBS, Form 5500 (2024)
Creator: Helmers & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Helmers & Associates CBS Benefit Plan

Health & welfare plan · Helmers & Associates' Helmers & Associates CBS Benefit Plan held $608 in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$608

Net assets (EOY)

$194

People on this filing

Joseph HSU signed Helmers & Associates' 2024 Form 5500 as plan administrator.

Joseph HSU — 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

Helmers & Associates' EIN is 47-3272202.

EIN 47-3272202

Plan number 501

Plan year 2024

ACK ID 20251229132808NAL0040794546001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Helmers & Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Helmers & Associates' plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HELMERS & ASSOCIATES.

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score