BONNIE HELFNER, DDS, PC
Plan context: BONNIE HELFNER, DDS, PC 401(K) PROFIT SHARING PLAN
EIN 11-3536259 • Commack, NY • 7 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
11
2025 Assets
$194,741
2025 Contributions
$71,036
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 0 | $0 | $0 | - |
| BONNIE HELFNER, DDS, PC 401(K) PROFIT SHARING PLAN | - | 0 | $0 | - | - |
| 2024 | 1 | 11 | $194,741 | $0 | - |
| BONNIE HELFNER, DDS, PC 401(K) PROFIT SHARING PLAN | - | 11 | $194,741 | - | - |
| 2023 | 1 | 12 | $184,507 | $0 | - |
| BONNIE HELFNER, DDS, PC 401(K) PROFIT SHARING PLAN | - | 12 | $184,507 | - | - |
| 2022 | 1 | 12 | $159,531 | $71,036 | $5,920iApproximate average salary by contribution assumption: employee only about $147,992 at 4% or $98,661 at 6%; with 50% employer match about $98,661 at 4% or $65,774 at 6%; with 100% employer match about $73,996 at 4% or $49,331 at 6%. |
| BONNIE HELFNER, DDS, PC 401(K) PROFIT SHARING PLAN | - | 12 | $159,531 | $71,036 | $5,920iApproximate average salary by contribution assumption: employee only about $147,992 at 4% or $98,661 at 6%; with 50% employer match about $98,661 at 4% or $65,774 at 6%; with 100% employer match about $73,996 at 4% or $49,331 at 6%. |
| 2021 | 1 | 12 | $93,907 | $93,907 | $7,826iApproximate average salary by contribution assumption: employee only about $195,640 at 4% or $130,426 at 6%; with 50% employer match about $130,426 at 4% or $86,951 at 6%; with 100% employer match about $97,820 at 4% or $65,213 at 6%. |
| BONNIE HELFNER, DDS, PC 401(K) PROFIT SHARING PLAN | - | 12 | $93,907 | $93,907 | $7,826iApproximate average salary by contribution assumption: employee only about $195,640 at 4% or $130,426 at 6%; with 50% employer match about $130,426 at 4% or $86,951 at 6%; with 100% employer match about $97,820 at 4% or $65,213 at 6%. |
| 2002 | 1 | 3 | $38,297 | $21,651 | $7,217iApproximate average salary by contribution assumption: employee only about $180,425 at 4% or $120,283 at 6%; with 50% employer match about $120,283 at 4% or $80,189 at 6%; with 100% employer match about $90,213 at 4% or $60,142 at 6%. |
| BONNIE HELFNER, D.D.S., P.C. PROFIT SHARING PLAN | - | 3 | $38,297 | $21,651 | $7,217iApproximate average salary by contribution assumption: employee only about $180,425 at 4% or $120,283 at 6%; with 50% employer match about $120,283 at 4% or $80,189 at 6%; with 100% employer match about $90,213 at 4% or $60,142 at 6%. |
| 2001 | 1 | 3 | $0 | $0 | - |
| BONNIE HELFNER DDS PC PROFIT SHARING PLAN | - | 3 | - | - | - |