Civic Intelligence

HELLER GROUP INC

Plan context: HELLER GROUP 401(K) PLAN

EIN 20-0642897 • Helena, MT • 9 filings • 1 plans

1221 Echelon Place, Suite CHelena, MT 59602
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$1,455,219

2025 Contributions

$138,785

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,455,219$727,610$0201720212025YearValue
$1,455,219Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

420201720212025YearValue
4Latest year 2025

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202514$1,455,219$138,785$34,696iApproximate average salary by contribution assumption: employee only about $867,406 at 4% or $578,271 at 6%; with 50% employer match about $578,271 at 4% or $385,514 at 6%; with 100% employer match about $433,703 at 4% or $289,135 at 6%.
HELLER GROUP 401(K) PLAN-4$1,455,219$138,785$34,696iApproximate average salary by contribution assumption: employee only about $867,406 at 4% or $578,271 at 6%; with 50% employer match about $578,271 at 4% or $385,514 at 6%; with 100% employer match about $433,703 at 4% or $289,135 at 6%.
202414$1,124,978$149,387$37,347iApproximate average salary by contribution assumption: employee only about $933,669 at 4% or $622,446 at 6%; with 50% employer match about $622,446 at 4% or $414,964 at 6%; with 100% employer match about $466,834 at 4% or $311,223 at 6%.
HELLER GROUP 401(K) PLAN-4$1,124,978$149,387$37,347iApproximate average salary by contribution assumption: employee only about $933,669 at 4% or $622,446 at 6%; with 50% employer match about $622,446 at 4% or $414,964 at 6%; with 100% employer match about $466,834 at 4% or $311,223 at 6%.
202314$891,844$154,121$38,530iApproximate average salary by contribution assumption: employee only about $963,256 at 4% or $642,171 at 6%; with 50% employer match about $642,171 at 4% or $428,114 at 6%; with 100% employer match about $481,628 at 4% or $321,085 at 6%.
HELLER GROUP 401(K) PLAN-4$891,844$154,121$38,530iApproximate average salary by contribution assumption: employee only about $963,256 at 4% or $642,171 at 6%; with 50% employer match about $642,171 at 4% or $428,114 at 6%; with 100% employer match about $481,628 at 4% or $321,085 at 6%.
202214$700,975$140,686$35,172iApproximate average salary by contribution assumption: employee only about $879,288 at 4% or $586,192 at 6%; with 50% employer match about $586,192 at 4% or $390,794 at 6%; with 100% employer match about $439,644 at 4% or $293,096 at 6%.
HELLER GROUP 401(K) PLAN-4$700,975$140,686$35,172iApproximate average salary by contribution assumption: employee only about $879,288 at 4% or $586,192 at 6%; with 50% employer match about $586,192 at 4% or $390,794 at 6%; with 100% employer match about $439,644 at 4% or $293,096 at 6%.
202114$591,545$136,035$34,009iApproximate average salary by contribution assumption: employee only about $850,219 at 4% or $566,813 at 6%; with 50% employer match about $566,813 at 4% or $377,875 at 6%; with 100% employer match about $425,109 at 4% or $283,406 at 6%.
HELLER GROUP 401(K) PLAN-4$591,545$136,035$34,009iApproximate average salary by contribution assumption: employee only about $850,219 at 4% or $566,813 at 6%; with 50% employer match about $566,813 at 4% or $377,875 at 6%; with 100% employer match about $425,109 at 4% or $283,406 at 6%.
202014$455,267$128,419$32,105iApproximate average salary by contribution assumption: employee only about $802,619 at 4% or $535,079 at 6%; with 50% employer match about $535,079 at 4% or $356,719 at 6%; with 100% employer match about $401,309 at 4% or $267,540 at 6%.
HELLER GROUP 401(K) PLAN-4$455,267$128,419$32,105iApproximate average salary by contribution assumption: employee only about $802,619 at 4% or $535,079 at 6%; with 50% employer match about $535,079 at 4% or $356,719 at 6%; with 100% employer match about $401,309 at 4% or $267,540 at 6%.
201913$381,302$124,154$41,385iApproximate average salary by contribution assumption: employee only about $1,034,617 at 4% or $689,744 at 6%; with 50% employer match about $689,744 at 4% or $459,830 at 6%; with 100% employer match about $517,308 at 4% or $344,872 at 6%.
HELLER GROUP 401(K) PLAN-3$381,302$124,154$41,385iApproximate average salary by contribution assumption: employee only about $1,034,617 at 4% or $689,744 at 6%; with 50% employer match about $689,744 at 4% or $459,830 at 6%; with 100% employer match about $517,308 at 4% or $344,872 at 6%.
201814$228,203$121,518$30,380iApproximate average salary by contribution assumption: employee only about $759,488 at 4% or $506,325 at 6%; with 50% employer match about $506,325 at 4% or $337,550 at 6%; with 100% employer match about $379,744 at 4% or $253,163 at 6%.
HELLER GROUP 401(K) PLAN-4$228,203$121,518$30,380iApproximate average salary by contribution assumption: employee only about $759,488 at 4% or $506,325 at 6%; with 50% employer match about $506,325 at 4% or $337,550 at 6%; with 100% employer match about $379,744 at 4% or $253,163 at 6%.
201714$114,062$114,070$28,518iApproximate average salary by contribution assumption: employee only about $712,938 at 4% or $475,292 at 6%; with 50% employer match about $475,292 at 4% or $316,861 at 6%; with 100% employer match about $356,469 at 4% or $237,646 at 6%.
HELLER GROUP 401(K) PLAN-4$114,062$114,070$28,518iApproximate average salary by contribution assumption: employee only about $712,938 at 4% or $475,292 at 6%; with 50% employer match about $475,292 at 4% or $316,861 at 6%; with 100% employer match about $356,469 at 4% or $237,646 at 6%.