Civic Intelligence

Michael J. Helmbrecht, D.D.S. PC.

Plan context: Michael J. Helmbrecht, D.D.S. PC. Cash Balance Plan and Trust

EIN 22-3858487 • Fairbanks, AK • 27 filings • 4 plans

2145 George RdFairbanks, AK 99712-3227
Current Snapshot

Latest Year

2021

2021 Participants

1

2021 Assets

$2,087,840

2021 Contributions

$238,863

Historical Graphs

Total Assets Over Time

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

$4,056,642$2,028,321$0200420132020YearValue
$2,087,840Latest year 2020

Participants Over Time

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

950200420122020YearValue
1Latest year 2020

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
202120$0$0-
Michael J. Helmbrecht, D.D.S. PC. Cash Balance Plan and Trust-0$0$0-
Michael J. Helmbrecht, D.D.S. PC. Employees' Profit Sharing Plan and Trust-0$0$0-
202021$2,087,840$0-
Michael J. Helmbrecht, D.D.S. PC. Cash Balance Plan and Trust-1$2,086,698$0-
Michael J. Helmbrecht, D.D.S. PC. Employees' Profit Sharing Plan and Trust-1$1,142$0-
201928$4,056,642$238,863$29,858iApproximate average salary by contribution assumption: employee only about $746,447 at 4% or $497,631 at 6%; with 50% employer match about $497,631 at 4% or $331,754 at 6%; with 100% employer match about $373,223 at 4% or $248,816 at 6%.
Michael J. Helmbrecht, D.D.S. PC. Employees' Profit Sharing Plan and Trust-8$2,145,173$78,923$9,865iApproximate average salary by contribution assumption: employee only about $246,634 at 4% or $164,423 at 6%; with 50% employer match about $164,423 at 4% or $109,615 at 6%; with 100% employer match about $123,317 at 4% or $82,211 at 6%.
Michael J. Helmbrecht, D.D.S. PC. Cash Balance Plan and Trust-8$1,911,469$159,940$19,993iApproximate average salary by contribution assumption: employee only about $499,813 at 4% or $333,208 at 6%; with 50% employer match about $333,208 at 4% or $222,139 at 6%; with 100% employer match about $249,906 at 4% or $166,604 at 6%.
201829$3,262,353$217,134$24,126iApproximate average salary by contribution assumption: employee only about $603,150 at 4% or $402,100 at 6%; with 50% employer match about $402,100 at 4% or $268,067 at 6%; with 100% employer match about $301,575 at 4% or $201,050 at 6%.
Michael J. Helmbrecht, D.D.S. PC. Employees' Profit Sharing Plan and Trust-9$1,765,263$33,201$3,689iApproximate average salary by contribution assumption: employee only about $92,225 at 4% or $61,483 at 6%; with 50% employer match about $61,483 at 4% or $40,989 at 6%; with 100% employer match about $46,113 at 4% or $30,742 at 6%.
Michael J. Helmbrecht, D.D.S. PC. Cash Balance Plan and Trust-6$1,497,090$183,933$30,656iApproximate average salary by contribution assumption: employee only about $766,388 at 4% or $510,925 at 6%; with 50% employer match about $510,925 at 4% or $340,617 at 6%; with 100% employer match about $383,194 at 4% or $255,463 at 6%.
201727$3,219,453$158,487$22,641iApproximate average salary by contribution assumption: employee only about $566,025 at 4% or $377,350 at 6%; with 50% employer match about $377,350 at 4% or $251,567 at 6%; with 100% employer match about $283,013 at 4% or $188,675 at 6%.
Michael J. Helmbrecht, D.D.S. PC. Employees' Profit Sharing Plan and Trust-7$1,842,088$60,922$8,703iApproximate average salary by contribution assumption: employee only about $217,579 at 4% or $145,052 at 6%; with 50% employer match about $145,052 at 4% or $96,702 at 6%; with 100% employer match about $108,789 at 4% or $72,526 at 6%.
Michael J. Helmbrecht, D.D.S. PC. Cash Balance Plan and Trust-5$1,377,365$97,565$19,513iApproximate average salary by contribution assumption: employee only about $487,825 at 4% or $325,217 at 6%; with 50% employer match about $325,217 at 4% or $216,811 at 6%; with 100% employer match about $243,913 at 4% or $162,608 at 6%.
201627$2,732,735$272,442$38,920iApproximate average salary by contribution assumption: employee only about $973,007 at 4% or $648,671 at 6%; with 50% employer match about $648,671 at 4% or $432,448 at 6%; with 100% employer match about $486,504 at 4% or $324,336 at 6%.
Michael J. Helmbrecht, D.D.S. PC. Employees' Profit Sharing Plan and Trust-0$1,590,887$32,442-
Michael J. Helmbrecht, D.D.S. PC. Cash Balance Plan and Trust-7$1,141,848$240,000$34,286iApproximate average salary by contribution assumption: employee only about $857,143 at 4% or $571,429 at 6%; with 50% employer match about $571,429 at 4% or $380,952 at 6%; with 100% employer match about $428,571 at 4% or $285,714 at 6%.
201526$2,296,219$386,209$64,368iApproximate average salary by contribution assumption: employee only about $1,609,204 at 4% or $1,072,803 at 6%; with 50% employer match about $1,072,803 at 4% or $715,202 at 6%; with 100% employer match about $804,602 at 4% or $536,401 at 6%.
Michael J. Helmbrecht, D.D.S. PC. Employees' Profit Sharing Plan and Trust-6$1,452,213$32,872$5,479iApproximate average salary by contribution assumption: employee only about $136,967 at 4% or $91,311 at 6%; with 50% employer match about $91,311 at 4% or $60,874 at 6%; with 100% employer match about $68,483 at 4% or $45,656 at 6%.
Michael J. Helmbrecht, D.D.S. PC. Cash Balance Plan and Trust-5$844,006$353,337$70,667iApproximate average salary by contribution assumption: employee only about $1,766,685 at 4% or $1,177,790 at 6%; with 50% employer match about $1,177,790 at 4% or $785,193 at 6%; with 100% employer match about $883,342 at 4% or $588,895 at 6%.
201427$2,011,656$311,295$44,471iApproximate average salary by contribution assumption: employee only about $1,111,768 at 4% or $741,179 at 6%; with 50% employer match about $741,179 at 4% or $494,119 at 6%; with 100% employer match about $555,884 at 4% or $370,589 at 6%.
Michael J. Helmbrecht, D.D.S. PC. Employees' Profit Sharing Plan and Trust-7$1,506,676$32,065$4,581iApproximate average salary by contribution assumption: employee only about $114,518 at 4% or $76,345 at 6%; with 50% employer match about $76,345 at 4% or $50,897 at 6%; with 100% employer match about $57,259 at 4% or $38,173 at 6%.
Michael J. Helmbrecht, D.D.S. PC. Cash Balance Plan and Trust-6$504,980$279,230$46,538iApproximate average salary by contribution assumption: employee only about $1,163,458 at 4% or $775,639 at 6%; with 50% employer match about $775,639 at 4% or $517,093 at 6%; with 100% employer match about $581,729 at 4% or $387,819 at 6%.
201327$1,610,052$251,176$35,882iApproximate average salary by contribution assumption: employee only about $897,057 at 4% or $598,038 at 6%; with 50% employer match about $598,038 at 4% or $398,692 at 6%; with 100% employer match about $448,529 at 4% or $299,019 at 6%.
Michael J. Helmbrecht, D.D.S. PC. Employees' Profit Sharing Plan and Trust-7$1,392,204$33,328$4,761iApproximate average salary by contribution assumption: employee only about $119,029 at 4% or $79,352 at 6%; with 50% employer match about $79,352 at 4% or $52,902 at 6%; with 100% employer match about $59,514 at 4% or $39,676 at 6%.
Michael J. Helmbrecht, D.D.S. PC. Cash Balance Plan and Trust-5$217,848$217,848$43,570iApproximate average salary by contribution assumption: employee only about $1,089,240 at 4% or $726,160 at 6%; with 50% employer match about $726,160 at 4% or $484,107 at 6%; with 100% employer match about $544,620 at 4% or $363,080 at 6%.
201217$1,211,037$65,529$9,361iApproximate average salary by contribution assumption: employee only about $234,032 at 4% or $156,021 at 6%; with 50% employer match about $156,021 at 4% or $104,014 at 6%; with 100% employer match about $117,016 at 4% or $78,011 at 6%.
Michael J. Helmbrecht, D.D.S. PC. Employees' Profit Sharing Plan and Trust-7$1,211,037$65,529$9,361iApproximate average salary by contribution assumption: employee only about $234,032 at 4% or $156,021 at 6%; with 50% employer match about $156,021 at 4% or $104,014 at 6%; with 100% employer match about $117,016 at 4% or $78,011 at 6%.
201118$1,060,160$65,957$8,245iApproximate average salary by contribution assumption: employee only about $206,116 at 4% or $137,410 at 6%; with 50% employer match about $137,410 at 4% or $91,607 at 6%; with 100% employer match about $103,058 at 4% or $68,705 at 6%.
Michael J. Helmbrecht, D.D.S. PC. Employees' Profit Sharing Plan and Trust-8$1,060,160$65,957$8,245iApproximate average salary by contribution assumption: employee only about $206,116 at 4% or $137,410 at 6%; with 50% employer match about $137,410 at 4% or $91,607 at 6%; with 100% employer match about $103,058 at 4% or $68,705 at 6%.
201017$994,499$294,341$42,049iApproximate average salary by contribution assumption: employee only about $1,051,218 at 4% or $700,812 at 6%; with 50% employer match about $700,812 at 4% or $467,208 at 6%; with 100% employer match about $525,609 at 4% or $350,406 at 6%.
Michael J. Helmbrecht, D.D.S. PC. Employees' Profit Sharing Plan and Trust-7$994,499$294,341$42,049iApproximate average salary by contribution assumption: employee only about $1,051,218 at 4% or $700,812 at 6%; with 50% employer match about $700,812 at 4% or $467,208 at 6%; with 100% employer match about $525,609 at 4% or $350,406 at 6%.
200917$622,530$66,229$9,461iApproximate average salary by contribution assumption: employee only about $236,532 at 4% or $157,688 at 6%; with 50% employer match about $157,688 at 4% or $105,125 at 6%; with 100% employer match about $118,266 at 4% or $78,844 at 6%.
Michael J. Helmbrecht, D.D.S. PC. Employees' Profit Sharing Plan and Trust-7$622,530$66,229$9,461iApproximate average salary by contribution assumption: employee only about $236,532 at 4% or $157,688 at 6%; with 50% employer match about $157,688 at 4% or $105,125 at 6%; with 100% employer match about $118,266 at 4% or $78,844 at 6%.
200817$449,514$62,241$8,892iApproximate average salary by contribution assumption: employee only about $222,289 at 4% or $148,193 at 6%; with 50% employer match about $148,193 at 4% or $98,795 at 6%; with 100% employer match about $111,145 at 4% or $74,096 at 6%.
Michael J. Helmbrecht, D.D.S. PC. Employees' Profit Sharing Plan and Trust-7$449,514$62,241$8,892iApproximate average salary by contribution assumption: employee only about $222,289 at 4% or $148,193 at 6%; with 50% employer match about $148,193 at 4% or $98,795 at 6%; with 100% employer match about $111,145 at 4% or $74,096 at 6%.
200715$0$0-
Michael J. Helmbrecht, D.D.S. PC. Employees' Profit Sharing Plan and Trust-5---
200615$406,607$58,934$11,787iApproximate average salary by contribution assumption: employee only about $294,670 at 4% or $196,447 at 6%; with 50% employer match about $196,447 at 4% or $130,964 at 6%; with 100% employer match about $147,335 at 4% or $98,223 at 6%.
Michael J. Helmbrecht, D.D.S. PC. Employees' Profit Sharing Plan and Trust-5$406,607$58,934$11,787iApproximate average salary by contribution assumption: employee only about $294,670 at 4% or $196,447 at 6%; with 50% employer match about $196,447 at 4% or $130,964 at 6%; with 100% employer match about $147,335 at 4% or $98,223 at 6%.
200515$316,570$60,881$12,176iApproximate average salary by contribution assumption: employee only about $304,405 at 4% or $202,937 at 6%; with 50% employer match about $202,937 at 4% or $135,291 at 6%; with 100% employer match about $152,203 at 4% or $101,468 at 6%.
Michael J. Helmbrecht, D.D.S. PC. Employees' Profit Sharing Plan and Trust-5$316,570$60,881$12,176iApproximate average salary by contribution assumption: employee only about $304,405 at 4% or $202,937 at 6%; with 50% employer match about $202,937 at 4% or $135,291 at 6%; with 100% employer match about $152,203 at 4% or $101,468 at 6%.
200415$224,912$51,619$10,324iApproximate average salary by contribution assumption: employee only about $258,095 at 4% or $172,063 at 6%; with 50% employer match about $172,063 at 4% or $114,709 at 6%; with 100% employer match about $129,047 at 4% or $86,032 at 6%.
Michael J. Helmbrecht, D.D.S. PC. Employees' Profit Sharing Plan and Trust-5$224,912$51,619$10,324iApproximate average salary by contribution assumption: employee only about $258,095 at 4% or $172,063 at 6%; with 50% employer match about $172,063 at 4% or $114,709 at 6%; with 100% employer match about $129,047 at 4% or $86,032 at 6%.