How big is David L Helmers & Associates PLLC's plan?

David L Helmers & Associates PLLC's plan reported $3K in assets and 1 participants for 2023.

Original filing (PDF)20250430094055NAL0003533522001

David L Helmers & Associates PLLC

Name: David L Helmers & Associates PLLC — David L Helmers, Form 5500 (2023)
Creator: David L Helmers & Associates PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David L Helmers & Associates PLLC CBS Benefit Plan

Health & welfare plan · David L Helmers & Associates PLLC's David L Helmers & Associates PLLC CBS Benefit Plan held $3K in plan assets for 1 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3K

Net assets (EOY)

$570

People on this filing

Joseph HSU signed David L Helmers & Associates PLLC's 2023 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

David L Helmers & Associates PLLC's EIN is 61-1400164.

EIN 61-1400164

Plan number 501

Plan year 2023

ACK ID 20250430094055NAL0003533522001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for David L Helmers & Associates PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

David L Helmers & Associates PLLC's plan includes health coverage.

Decision-maker contacts

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

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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