Civic Intelligence

Helena Orthodontics LLC

Plan context: Helena Orthodontics LLC 401(K) Profit Sharing Plan

EIN 27-1449864 • Helena, MT • 12 filings • 3 plans

900 N Last Chance Gulch, Ste 101Helena, MT 59601
Current Snapshot

Latest Year

2021

2021 Participants

18

2021 Assets

$2,807,415

2021 Contributions

$271,010

Historical Graphs

Total Assets Over Time

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

$2,807,415$1,403,708$0201020162021YearValue
$2,807,415Latest year 2021

Participants Over Time

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

1890201020162021YearValue
18Latest year 2021

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
2021118$2,807,415$271,010$15,056iApproximate average salary by contribution assumption: employee only about $376,403 at 4% or $250,935 at 6%; with 50% employer match about $250,935 at 4% or $167,290 at 6%; with 100% employer match about $188,201 at 4% or $125,468 at 6%.
Helena Orthodontics LLC 401(K) Profit Sharing Plan-18$2,807,415$271,010$15,056iApproximate average salary by contribution assumption: employee only about $376,403 at 4% or $250,935 at 6%; with 50% employer match about $250,935 at 4% or $167,290 at 6%; with 100% employer match about $188,201 at 4% or $125,468 at 6%.
2020114$2,196,833$185,989$13,285iApproximate average salary by contribution assumption: employee only about $332,123 at 4% or $221,415 at 6%; with 50% employer match about $221,415 at 4% or $147,610 at 6%; with 100% employer match about $166,062 at 4% or $110,708 at 6%.
Helena Orthodontics LLC 401(K) Profit Sharing Plan-14$2,196,833$185,989$13,285iApproximate average salary by contribution assumption: employee only about $332,123 at 4% or $221,415 at 6%; with 50% employer match about $221,415 at 4% or $147,610 at 6%; with 100% employer match about $166,062 at 4% or $110,708 at 6%.
2019113$1,818,890$284,376$21,875iApproximate average salary by contribution assumption: employee only about $546,877 at 4% or $364,585 at 6%; with 50% employer match about $364,585 at 4% or $243,056 at 6%; with 100% employer match about $273,438 at 4% or $182,292 at 6%.
Helena Orthodontics LLC 401(K) Profit Sharing Plan-13$1,818,890$284,376$21,875iApproximate average salary by contribution assumption: employee only about $546,877 at 4% or $364,585 at 6%; with 50% employer match about $364,585 at 4% or $243,056 at 6%; with 100% employer match about $273,438 at 4% or $182,292 at 6%.
2018114$1,274,660$177,781$12,699iApproximate average salary by contribution assumption: employee only about $317,466 at 4% or $211,644 at 6%; with 50% employer match about $211,644 at 4% or $141,096 at 6%; with 100% employer match about $158,733 at 4% or $105,822 at 6%.
Helena Orthodontics LLC 401(K) Profit Sharing Plan-14$1,274,660$177,781$12,699iApproximate average salary by contribution assumption: employee only about $317,466 at 4% or $211,644 at 6%; with 50% employer match about $211,644 at 4% or $141,096 at 6%; with 100% employer match about $158,733 at 4% or $105,822 at 6%.
2017111$1,188,073$146,757$13,342iApproximate average salary by contribution assumption: employee only about $333,539 at 4% or $222,359 at 6%; with 50% employer match about $222,359 at 4% or $148,239 at 6%; with 100% employer match about $166,769 at 4% or $111,180 at 6%.
Helena Orthodontics LLC 401(K) Profit Sharing Plan-11$1,188,073$146,757$13,342iApproximate average salary by contribution assumption: employee only about $333,539 at 4% or $222,359 at 6%; with 50% employer match about $222,359 at 4% or $148,239 at 6%; with 100% employer match about $166,769 at 4% or $111,180 at 6%.
2016111$864,585$309,197$28,109iApproximate average salary by contribution assumption: employee only about $702,720 at 4% or $468,480 at 6%; with 50% employer match about $468,480 at 4% or $312,320 at 6%; with 100% employer match about $351,360 at 4% or $234,240 at 6%.
Helena Orthodontics LLC 401(K) Profit Sharing Plan-11$864,585$309,197$28,109iApproximate average salary by contribution assumption: employee only about $702,720 at 4% or $468,480 at 6%; with 50% employer match about $468,480 at 4% or $312,320 at 6%; with 100% employer match about $351,360 at 4% or $234,240 at 6%.
2015111$544,338$114,712$10,428iApproximate average salary by contribution assumption: employee only about $260,709 at 4% or $173,806 at 6%; with 50% employer match about $173,806 at 4% or $115,871 at 6%; with 100% employer match about $130,355 at 4% or $86,903 at 6%.
Helena Orthodontics LLC 401(K) Profit Sharing Plan-11$544,338$114,712$10,428iApproximate average salary by contribution assumption: employee only about $260,709 at 4% or $173,806 at 6%; with 50% employer match about $173,806 at 4% or $115,871 at 6%; with 100% employer match about $130,355 at 4% or $86,903 at 6%.
2014110$440,366$83,452$8,345iApproximate average salary by contribution assumption: employee only about $208,630 at 4% or $139,087 at 6%; with 50% employer match about $139,087 at 4% or $92,724 at 6%; with 100% employer match about $104,315 at 4% or $69,543 at 6%.
Helena Orthodontics LLC 401(K) Profit Sharing Plan-10$440,366$83,452$8,345iApproximate average salary by contribution assumption: employee only about $208,630 at 4% or $139,087 at 6%; with 50% employer match about $139,087 at 4% or $92,724 at 6%; with 100% employer match about $104,315 at 4% or $69,543 at 6%.
2013110$444,140$98,290$9,829iApproximate average salary by contribution assumption: employee only about $245,725 at 4% or $163,817 at 6%; with 50% employer match about $163,817 at 4% or $109,211 at 6%; with 100% employer match about $122,863 at 4% or $81,908 at 6%.
Helena Orthodontics LLC 401(K) Profit Sharing Plan-10$444,140$98,290$9,829iApproximate average salary by contribution assumption: employee only about $245,725 at 4% or $163,817 at 6%; with 50% employer match about $163,817 at 4% or $109,211 at 6%; with 100% employer match about $122,863 at 4% or $81,908 at 6%.
2012110$285,310$97,484$9,748iApproximate average salary by contribution assumption: employee only about $243,710 at 4% or $162,473 at 6%; with 50% employer match about $162,473 at 4% or $108,316 at 6%; with 100% employer match about $121,855 at 4% or $81,237 at 6%.
Helena Orthodontics LLC 401(K) Profit Sharing Plan-10$285,310$97,484$9,748iApproximate average salary by contribution assumption: employee only about $243,710 at 4% or $162,473 at 6%; with 50% employer match about $162,473 at 4% or $108,316 at 6%; with 100% employer match about $121,855 at 4% or $81,237 at 6%.
201119$172,564$103,422$11,491iApproximate average salary by contribution assumption: employee only about $287,283 at 4% or $191,522 at 6%; with 50% employer match about $191,522 at 4% or $127,681 at 6%; with 100% employer match about $143,642 at 4% or $95,761 at 6%.
Helena Orthodontics LLC 401(K) Profit Sharing Plan-9$172,564$103,422$11,491iApproximate average salary by contribution assumption: employee only about $287,283 at 4% or $191,522 at 6%; with 50% employer match about $191,522 at 4% or $127,681 at 6%; with 100% employer match about $143,642 at 4% or $95,761 at 6%.
201018$76,719$76,054$9,507iApproximate average salary by contribution assumption: employee only about $237,669 at 4% or $158,446 at 6%; with 50% employer match about $158,446 at 4% or $105,631 at 6%; with 100% employer match about $118,834 at 4% or $79,223 at 6%.
Helena Orthodontics LLC 401(K) Profit Sharing Plan-8$76,719$76,054$9,507iApproximate average salary by contribution assumption: employee only about $237,669 at 4% or $158,446 at 6%; with 50% employer match about $158,446 at 4% or $105,631 at 6%; with 100% employer match about $118,834 at 4% or $79,223 at 6%.