Civic Intelligence

Isaacson & Heseler Ltd

Plan context: Isaacson & Henseler Ltd 401K Profit Sharing Plan and Trust

EIN 41-1377808 • Woodbury, MN • 39 filings • 8 plans

1000 Radio Drive Suite 220Woodbury, MN 55125
Current Snapshot

Latest Year

2024

2024 Participants

21

2024 Assets

$9,198,289

2024 Contributions

$576,036

Historical Graphs

Total Assets Over Time

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

$9,198,289$4,599,145$0199920122024YearValue
$9,198,289Latest year 2024

Participants Over Time

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

21110199920122024YearValue
21Latest year 2024

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
2024221$9,198,289$576,036$27,430iApproximate average salary by contribution assumption: employee only about $685,757 at 4% or $457,171 at 6%; with 50% employer match about $457,171 at 4% or $304,781 at 6%; with 100% employer match about $342,879 at 4% or $228,586 at 6%.
Isaacson & Henseler Ltd 401K Profit Sharing Plan and Trust-21$7,841,888$309,768$14,751iApproximate average salary by contribution assumption: employee only about $368,771 at 4% or $245,848 at 6%; with 50% employer match about $245,848 at 4% or $163,898 at 6%; with 100% employer match about $184,386 at 4% or $122,924 at 6%.
HENSELER & KOCIAN ORTHODONTICS, PA CASH BALANCE PENSION PLAN-18$1,356,401$266,268$14,793iApproximate average salary by contribution assumption: employee only about $369,817 at 4% or $246,544 at 6%; with 50% employer match about $246,544 at 4% or $164,363 at 6%; with 100% employer match about $184,908 at 4% or $123,272 at 6%.
2023218$7,728,549$518,135$28,785iApproximate average salary by contribution assumption: employee only about $719,632 at 4% or $479,755 at 6%; with 50% employer match about $479,755 at 4% or $319,836 at 6%; with 100% employer match about $359,816 at 4% or $239,877 at 6%.
Isaacson & Henseler Ltd 401K Profit Sharing Plan and Trust-18$6,683,749$259,926$14,440iApproximate average salary by contribution assumption: employee only about $361,008 at 4% or $240,672 at 6%; with 50% employer match about $240,672 at 4% or $160,448 at 6%; with 100% employer match about $180,504 at 4% or $120,336 at 6%.
HENSELER & KOCIAN ORTHODONTICS, PA CASH BALANCE PENSION PLAN-17$1,044,800$258,209$15,189iApproximate average salary by contribution assumption: employee only about $379,719 at 4% or $253,146 at 6%; with 50% employer match about $253,146 at 4% or $168,764 at 6%; with 100% employer match about $189,860 at 4% or $126,573 at 6%.
2022220$6,429,910$526,697$26,335iApproximate average salary by contribution assumption: employee only about $658,371 at 4% or $438,914 at 6%; with 50% employer match about $438,914 at 4% or $292,609 at 6%; with 100% employer match about $329,186 at 4% or $219,457 at 6%.
Isaacson & Henseler Ltd 401K Profit Sharing Plan and Trust-20$5,684,076$225,128$11,256iApproximate average salary by contribution assumption: employee only about $281,410 at 4% or $187,607 at 6%; with 50% employer match about $187,607 at 4% or $125,071 at 6%; with 100% employer match about $140,705 at 4% or $93,803 at 6%.
HENSELER & KOCIAN ORTHODONTICS, PA CASH BALANCE PENSION PLAN-18$745,834$301,569$16,754iApproximate average salary by contribution assumption: employee only about $418,846 at 4% or $279,231 at 6%; with 50% employer match about $279,231 at 4% or $186,154 at 6%; with 100% employer match about $209,423 at 4% or $139,615 at 6%.
2021219$6,828,484$456,576$24,030iApproximate average salary by contribution assumption: employee only about $600,758 at 4% or $400,505 at 6%; with 50% employer match about $400,505 at 4% or $267,004 at 6%; with 100% employer match about $300,379 at 4% or $200,253 at 6%.
Isaacson & Henseler Ltd 401K Profit Sharing Plan and Trust-19$6,343,565$207,926$10,943iApproximate average salary by contribution assumption: employee only about $273,587 at 4% or $182,391 at 6%; with 50% employer match about $182,391 at 4% or $121,594 at 6%; with 100% employer match about $136,793 at 4% or $91,196 at 6%.
HENSELER & KOCIAN ORTHODONTICS, PA CASH BALANCE PENSION PLAN-18$484,919$248,650$13,814iApproximate average salary by contribution assumption: employee only about $345,347 at 4% or $230,231 at 6%; with 50% employer match about $230,231 at 4% or $153,488 at 6%; with 100% employer match about $172,674 at 4% or $115,116 at 6%.
2020218$5,522,912$1,794,410$99,689iApproximate average salary by contribution assumption: employee only about $2,492,236 at 4% or $1,661,491 at 6%; with 50% employer match about $1,661,491 at 4% or $1,107,660 at 6%; with 100% employer match about $1,246,118 at 4% or $830,745 at 6%.
Isaacson & Henseler Ltd 401K Profit Sharing Plan and Trust-18$5,289,265$1,560,763$86,709iApproximate average salary by contribution assumption: employee only about $2,167,726 at 4% or $1,445,151 at 6%; with 50% employer match about $1,445,151 at 4% or $963,434 at 6%; with 100% employer match about $1,083,863 at 4% or $722,575 at 6%.
HENSELER & KOCIAN ORTHODONTICS, PA CASH BALANCE PENSION PLAN-18$233,647$233,647$12,980iApproximate average salary by contribution assumption: employee only about $324,510 at 4% or $216,340 at 6%; with 50% employer match about $216,340 at 4% or $144,227 at 6%; with 100% employer match about $162,255 at 4% or $108,170 at 6%.
2019214$3,272,305$216,016$15,430iApproximate average salary by contribution assumption: employee only about $385,743 at 4% or $257,162 at 6%; with 50% employer match about $257,162 at 4% or $171,441 at 6%; with 100% employer match about $192,871 at 4% or $128,581 at 6%.
Isaacson & Henseler Ltd 401K Profit Sharing Plan and Trust-14$3,272,305$216,016$15,430iApproximate average salary by contribution assumption: employee only about $385,743 at 4% or $257,162 at 6%; with 50% employer match about $257,162 at 4% or $171,441 at 6%; with 100% employer match about $192,871 at 4% or $128,581 at 6%.
HENSELER & KOCIAN ORTHODONTICS, PA CASH BALANCE PLAN-0$0$0-
2018217$3,475,828$316,544$18,620iApproximate average salary by contribution assumption: employee only about $465,506 at 4% or $310,337 at 6%; with 50% employer match about $310,337 at 4% or $206,892 at 6%; with 100% employer match about $232,753 at 4% or $155,169 at 6%.
Isaacson & Henseler Ltd 401K Profit Sharing Plan and Trust-17$2,599,635$155,386$9,140iApproximate average salary by contribution assumption: employee only about $228,509 at 4% or $152,339 at 6%; with 50% employer match about $152,339 at 4% or $101,559 at 6%; with 100% employer match about $114,254 at 4% or $76,170 at 6%.
HENSELER ORTHODONTICS, PA CASH BALANCE PLAN-15$876,193$161,158$10,744iApproximate average salary by contribution assumption: employee only about $268,597 at 4% or $179,064 at 6%; with 50% employer match about $179,064 at 4% or $119,376 at 6%; with 100% employer match about $134,298 at 4% or $89,532 at 6%.
2017214$3,489,723$296,583$21,185iApproximate average salary by contribution assumption: employee only about $529,613 at 4% or $353,075 at 6%; with 50% employer match about $353,075 at 4% or $235,383 at 6%; with 100% employer match about $264,806 at 4% or $176,538 at 6%.
Isaacson & Henseler Ltd 401K Profit Sharing Plan and Trust-14$2,757,669$122,649$8,761iApproximate average salary by contribution assumption: employee only about $219,016 at 4% or $146,011 at 6%; with 50% employer match about $146,011 at 4% or $97,340 at 6%; with 100% employer match about $109,508 at 4% or $73,005 at 6%.
HENSELER ORTHODONTICS, PA CASH BALANCE PLAN-14$732,054$173,934$12,424iApproximate average salary by contribution assumption: employee only about $310,596 at 4% or $207,064 at 6%; with 50% employer match about $207,064 at 4% or $138,043 at 6%; with 100% employer match about $155,298 at 4% or $103,532 at 6%.
2016213$2,763,395$396,147$30,473iApproximate average salary by contribution assumption: employee only about $761,821 at 4% or $507,881 at 6%; with 50% employer match about $507,881 at 4% or $338,587 at 6%; with 100% employer match about $380,911 at 4% or $253,940 at 6%.
Isaacson & Henseler Ltd 401K Profit Sharing Plan and Trust-13$2,236,218$263,068$20,236iApproximate average salary by contribution assumption: employee only about $505,900 at 4% or $337,267 at 6%; with 50% employer match about $337,267 at 4% or $224,844 at 6%; with 100% employer match about $252,950 at 4% or $168,633 at 6%.
HENSELER ORTHODONTICS, PA CASH BALANCE PLAN-11$527,177$133,079$12,098iApproximate average salary by contribution assumption: employee only about $302,452 at 4% or $201,635 at 6%; with 50% employer match about $201,635 at 4% or $134,423 at 6%; with 100% employer match about $151,226 at 4% or $100,817 at 6%.
2015210$2,151,253$216,817$21,682iApproximate average salary by contribution assumption: employee only about $542,043 at 4% or $361,362 at 6%; with 50% employer match about $361,362 at 4% or $240,908 at 6%; with 100% employer match about $271,021 at 4% or $180,681 at 6%.
Isaacson & Henseler Ltd 401K Profit Sharing Plan and Trust-10$1,771,600$84,395$8,440iApproximate average salary by contribution assumption: employee only about $210,988 at 4% or $140,658 at 6%; with 50% employer match about $140,658 at 4% or $93,772 at 6%; with 100% employer match about $105,494 at 4% or $70,329 at 6%.
HENSELER ORTHODONTICS, PA CASH BALANCE PLAN-10$379,653$132,422$13,242iApproximate average salary by contribution assumption: employee only about $331,055 at 4% or $220,703 at 6%; with 50% employer match about $220,703 at 4% or $147,136 at 6%; with 100% employer match about $165,528 at 4% or $110,352 at 6%.
2014212$1,981,303$259,781$21,648iApproximate average salary by contribution assumption: employee only about $541,210 at 4% or $360,807 at 6%; with 50% employer match about $360,807 at 4% or $240,538 at 6%; with 100% employer match about $270,605 at 4% or $180,403 at 6%.
Isaacson & Henseler Ltd 401K Profit Sharing Plan and Trust-12$1,724,205$131,033$10,919iApproximate average salary by contribution assumption: employee only about $272,985 at 4% or $181,990 at 6%; with 50% employer match about $181,990 at 4% or $121,327 at 6%; with 100% employer match about $136,493 at 4% or $90,995 at 6%.
HENSELER ORTHODONTICS, PA CASH BALANCE PLAN-10$257,098$128,748$12,875iApproximate average salary by contribution assumption: employee only about $321,870 at 4% or $214,580 at 6%; with 50% employer match about $214,580 at 4% or $143,053 at 6%; with 100% employer match about $160,935 at 4% or $107,290 at 6%.
2013213$1,503,559$101,464$7,805iApproximate average salary by contribution assumption: employee only about $195,123 at 4% or $130,082 at 6%; with 50% employer match about $130,082 at 4% or $86,721 at 6%; with 100% employer match about $97,562 at 4% or $65,041 at 6%.
Isaacson & Henseler Ltd 401K Profit Sharing Plan and Trust-13$1,503,559$101,464$7,805iApproximate average salary by contribution assumption: employee only about $195,123 at 4% or $130,082 at 6%; with 50% employer match about $130,082 at 4% or $86,721 at 6%; with 100% employer match about $97,562 at 4% or $65,041 at 6%.
HENSELER ORTHODONTICS, PA CASH BALANCE PLAN-11$0$0-
2012110$1,090,731$97,332$9,733iApproximate average salary by contribution assumption: employee only about $243,330 at 4% or $162,220 at 6%; with 50% employer match about $162,220 at 4% or $108,147 at 6%; with 100% employer match about $121,665 at 4% or $81,110 at 6%.
Isaacson & Henseler Ltd 401K Profit Sharing Plan and Trust-10$1,090,731$97,332$9,733iApproximate average salary by contribution assumption: employee only about $243,330 at 4% or $162,220 at 6%; with 50% employer match about $162,220 at 4% or $108,147 at 6%; with 100% employer match about $121,665 at 4% or $81,110 at 6%.
2011110$859,263$107,255$10,726iApproximate average salary by contribution assumption: employee only about $268,138 at 4% or $178,758 at 6%; with 50% employer match about $178,758 at 4% or $119,172 at 6%; with 100% employer match about $134,069 at 4% or $89,379 at 6%.
Isaacson & Henseler Ltd 401K Profit Sharing Plan and Trust-10$859,263$107,255$10,726iApproximate average salary by contribution assumption: employee only about $268,138 at 4% or $178,758 at 6%; with 50% employer match about $178,758 at 4% or $119,172 at 6%; with 100% employer match about $134,069 at 4% or $89,379 at 6%.
2010110$808,464$101,537$10,154iApproximate average salary by contribution assumption: employee only about $253,843 at 4% or $169,228 at 6%; with 50% employer match about $169,228 at 4% or $112,819 at 6%; with 100% employer match about $126,921 at 4% or $84,614 at 6%.
Isaacson & Henseler Ltd 401K Profit Sharing Plan and Trust-10$808,464$101,537$10,154iApproximate average salary by contribution assumption: employee only about $253,843 at 4% or $169,228 at 6%; with 50% employer match about $169,228 at 4% or $112,819 at 6%; with 100% employer match about $126,921 at 4% or $84,614 at 6%.
2009111$594,102$21,190$1,926iApproximate average salary by contribution assumption: employee only about $48,159 at 4% or $32,106 at 6%; with 50% employer match about $32,106 at 4% or $21,404 at 6%; with 100% employer match about $24,080 at 4% or $16,053 at 6%.
Isaacson & Henseler Ltd 401K Profit Sharing Plan and Trust-11$594,102$21,190$1,926iApproximate average salary by contribution assumption: employee only about $48,159 at 4% or $32,106 at 6%; with 50% employer match about $32,106 at 4% or $21,404 at 6%; with 100% employer match about $24,080 at 4% or $16,053 at 6%.
200818$405,646$84,464$10,558iApproximate average salary by contribution assumption: employee only about $263,950 at 4% or $175,967 at 6%; with 50% employer match about $175,967 at 4% or $117,311 at 6%; with 100% employer match about $131,975 at 4% or $87,983 at 6%.
Isaacson & Henseler Ltd 401K Profit Sharing Plan and Trust-8$405,646$84,464$10,558iApproximate average salary by contribution assumption: employee only about $263,950 at 4% or $175,967 at 6%; with 50% employer match about $175,967 at 4% or $117,311 at 6%; with 100% employer match about $131,975 at 4% or $87,983 at 6%.
200717$551,717$73,916$10,559iApproximate average salary by contribution assumption: employee only about $263,986 at 4% or $175,990 at 6%; with 50% employer match about $175,990 at 4% or $117,327 at 6%; with 100% employer match about $131,993 at 4% or $87,995 at 6%.
Isaacson & Henseler Ltd 401K Profit Sharing Plan and Trust-7$551,717$73,916$10,559iApproximate average salary by contribution assumption: employee only about $263,986 at 4% or $175,990 at 6%; with 50% employer match about $175,990 at 4% or $117,327 at 6%; with 100% employer match about $131,993 at 4% or $87,995 at 6%.
200618$434,544$74,112$9,264iApproximate average salary by contribution assumption: employee only about $231,600 at 4% or $154,400 at 6%; with 50% employer match about $154,400 at 4% or $102,933 at 6%; with 100% employer match about $115,800 at 4% or $77,200 at 6%.
Isaacson & Henseler Ltd 401K Profit Sharing Plan and Trust-8$434,544$74,112$9,264iApproximate average salary by contribution assumption: employee only about $231,600 at 4% or $154,400 at 6%; with 50% employer match about $154,400 at 4% or $102,933 at 6%; with 100% employer match about $115,800 at 4% or $77,200 at 6%.
200517$321,357$65,310$9,330iApproximate average salary by contribution assumption: employee only about $233,250 at 4% or $155,500 at 6%; with 50% employer match about $155,500 at 4% or $103,667 at 6%; with 100% employer match about $116,625 at 4% or $77,750 at 6%.
Isaacson & Henseler Ltd 401K Profit Sharing Plan and Trust-7$321,357$65,310$9,330iApproximate average salary by contribution assumption: employee only about $233,250 at 4% or $155,500 at 6%; with 50% employer match about $155,500 at 4% or $103,667 at 6%; with 100% employer match about $116,625 at 4% or $77,750 at 6%.
200416$238,938$23,950$3,992iApproximate average salary by contribution assumption: employee only about $99,792 at 4% or $66,528 at 6%; with 50% employer match about $66,528 at 4% or $44,352 at 6%; with 100% employer match about $49,896 at 4% or $33,264 at 6%.
Isaacson & Henseler Ltd 401K Profit Sharing Plan and Trust-6$238,938$23,950$3,992iApproximate average salary by contribution assumption: employee only about $99,792 at 4% or $66,528 at 6%; with 50% employer match about $66,528 at 4% or $44,352 at 6%; with 100% employer match about $49,896 at 4% or $33,264 at 6%.
200315$195,881$56,375$11,275iApproximate average salary by contribution assumption: employee only about $281,875 at 4% or $187,917 at 6%; with 50% employer match about $187,917 at 4% or $125,278 at 6%; with 100% employer match about $140,938 at 4% or $93,958 at 6%.
Isaacson & Henseler Ltd 401K Profit Sharing Plan and Trust-5$195,881$56,375$11,275iApproximate average salary by contribution assumption: employee only about $281,875 at 4% or $187,917 at 6%; with 50% employer match about $187,917 at 4% or $125,278 at 6%; with 100% employer match about $140,938 at 4% or $93,958 at 6%.
200216$116,920$56,219$9,370iApproximate average salary by contribution assumption: employee only about $234,246 at 4% or $156,164 at 6%; with 50% employer match about $156,164 at 4% or $104,109 at 6%; with 100% employer match about $117,123 at 4% or $78,082 at 6%.
Isaacson & Henseler Ltd 401K Profit Sharing Plan and Trust-6$116,920$56,219$9,370iApproximate average salary by contribution assumption: employee only about $234,246 at 4% or $156,164 at 6%; with 50% employer match about $156,164 at 4% or $104,109 at 6%; with 100% employer match about $117,123 at 4% or $78,082 at 6%.
200115$80,685$37,652$7,530iApproximate average salary by contribution assumption: employee only about $188,260 at 4% or $125,507 at 6%; with 50% employer match about $125,507 at 4% or $83,671 at 6%; with 100% employer match about $94,130 at 4% or $62,753 at 6%.
Isaacson & Henseler Ltd 401K Profit Sharing Plan and Trust-5$80,685$37,652$7,530iApproximate average salary by contribution assumption: employee only about $188,260 at 4% or $125,507 at 6%; with 50% employer match about $125,507 at 4% or $83,671 at 6%; with 100% employer match about $94,130 at 4% or $62,753 at 6%.
200014$48,277$44,565$11,141iApproximate average salary by contribution assumption: employee only about $278,531 at 4% or $185,688 at 6%; with 50% employer match about $185,688 at 4% or $123,792 at 6%; with 100% employer match about $139,266 at 4% or $92,844 at 6%.
Isaacson & Henseler Ltd 401K Profit Sharing Plan and Trust-4$48,277$44,565$11,141iApproximate average salary by contribution assumption: employee only about $278,531 at 4% or $185,688 at 6%; with 50% employer match about $185,688 at 4% or $123,792 at 6%; with 100% employer match about $139,266 at 4% or $92,844 at 6%.
199925$2,034,224$12,223$2,445iApproximate average salary by contribution assumption: employee only about $61,115 at 4% or $40,743 at 6%; with 50% employer match about $40,743 at 4% or $27,162 at 6%; with 100% employer match about $30,558 at 4% or $20,372 at 6%.
Isaacson & Henseler Ltd 401K Profit Sharing Plan and Trust-5$2,022,001--
Isaacson & Henseler Ltd 401K Profit Sharing Plan and Trust-2$12,223$12,223$6,112iApproximate average salary by contribution assumption: employee only about $152,788 at 4% or $101,858 at 6%; with 50% employer match about $101,858 at 4% or $67,906 at 6%; with 100% employer match about $76,394 at 4% or $50,929 at 6%.