How big is Daniel S. Helkowski Insurance Agency's plan?

Daniel S. Helkowski Insurance Agency's plan reported $2.3M in assets and 3 participants for 2024.

Original filing (PDF)20250805171446NAL0002025185001

Daniel S. Helkowski Insurance Agency

Name: Daniel S. Helkowski Insurance Agency — Daniel S., Form 5500 (2024)
Creator: Daniel S. Helkowski Insurance Agency
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Daniel S. Helkowski Insurance Agency Profit Sharing Plan

Defined-contribution retirement plan · Daniel S. Helkowski Insurance Agency's Daniel S. Helkowski Insurance Agency Profit Sharing Plan held $2.3M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Daniel Helkowski signed Daniel S. Helkowski Insurance Agency's 2024 Form 5500 as plan administrator.

Daniel Helkowski — 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

Daniel S. Helkowski Insurance Agency's EIN is 84-3115340.

EIN 84-3115340

Plan number 001

Plan year 2024

ACK ID 20250805171446NAL0002025185001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Daniel S. Helkowski Insurance Agency from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Daniel S. Helkowski Insurance Agency's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DANIEL S. HELKOWSKI INSURANCE AGENCY.

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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

Knocking points off