Civic Intelligence

Alan R. Heller, Dds, Ms LLC

Plan context: Heller Orthodontics Defined Benefit Pension Plan

EIN 52-1838941 • Bethesda, MD • 35 filings • 5 plans

4350 East West Highway, Suite 120Bethesda, MD 20814
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$5,589,222

2024 Contributions

$268,541

Historical Graphs

Total Assets Over Time

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

$5,589,222$2,794,611$0200520152024YearValue
$5,589,222Latest year 2024

Participants Over Time

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

950200520152024YearValue
9Latest 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
202429$5,589,222$268,541$29,838iApproximate average salary by contribution assumption: employee only about $745,947 at 4% or $497,298 at 6%; with 50% employer match about $497,298 at 4% or $331,532 at 6%; with 100% employer match about $372,974 at 4% or $248,649 at 6%.
Heller Orthodontics Defined Benefit Pension Plan-7$3,467,609$202,500$28,929iApproximate average salary by contribution assumption: employee only about $723,214 at 4% or $482,143 at 6%; with 50% employer match about $482,143 at 4% or $321,429 at 6%; with 100% employer match about $361,607 at 4% or $241,071 at 6%.
HELLER ORTHODONTICS 401(K) PROFIT SHARING PLAN-9$2,121,613$66,041$7,338iApproximate average salary by contribution assumption: employee only about $183,447 at 4% or $122,298 at 6%; with 50% employer match about $122,298 at 4% or $81,532 at 6%; with 100% employer match about $91,724 at 4% or $61,149 at 6%.
202329$4,556,836$270,372$30,041iApproximate average salary by contribution assumption: employee only about $751,033 at 4% or $500,689 at 6%; with 50% employer match about $500,689 at 4% or $333,793 at 6%; with 100% employer match about $375,517 at 4% or $250,344 at 6%.
Heller Orthodontics Defined Benefit Pension Plan-7$2,780,486$202,500$28,929iApproximate average salary by contribution assumption: employee only about $723,214 at 4% or $482,143 at 6%; with 50% employer match about $482,143 at 4% or $321,429 at 6%; with 100% employer match about $361,607 at 4% or $241,071 at 6%.
HELLER ORTHODONTICS 401(K) PROFIT SHARING PLAN-9$1,776,350$67,872$7,541iApproximate average salary by contribution assumption: employee only about $188,533 at 4% or $125,689 at 6%; with 50% employer match about $125,689 at 4% or $83,793 at 6%; with 100% employer match about $94,267 at 4% or $62,844 at 6%.
202227$3,701,504$263,005$37,572iApproximate average salary by contribution assumption: employee only about $939,304 at 4% or $626,202 at 6%; with 50% employer match about $626,202 at 4% or $417,468 at 6%; with 100% employer match about $469,652 at 4% or $313,101 at 6%.
Heller Orthodontics Defined Benefit Pension Plan-7$2,227,462$202,500$28,929iApproximate average salary by contribution assumption: employee only about $723,214 at 4% or $482,143 at 6%; with 50% employer match about $482,143 at 4% or $321,429 at 6%; with 100% employer match about $361,607 at 4% or $241,071 at 6%.
HELLER ORTHODONTICS 401(K) PROFIT SHARING PLAN-7$1,474,042$60,505$8,644iApproximate average salary by contribution assumption: employee only about $216,089 at 4% or $144,060 at 6%; with 50% employer match about $144,060 at 4% or $96,040 at 6%; with 100% employer match about $108,045 at 4% or $72,030 at 6%.
202128$4,028,989$259,123$32,390iApproximate average salary by contribution assumption: employee only about $809,759 at 4% or $539,840 at 6%; with 50% employer match about $539,840 at 4% or $359,893 at 6%; with 100% employer match about $404,880 at 4% or $269,920 at 6%.
Heller Orthodontics Defined Benefit Pension Plan-7$2,371,972$202,500$28,929iApproximate average salary by contribution assumption: employee only about $723,214 at 4% or $482,143 at 6%; with 50% employer match about $482,143 at 4% or $321,429 at 6%; with 100% employer match about $361,607 at 4% or $241,071 at 6%.
HELLER ORTHODONTICS 401(K) PROFIT SHARING PLAN-8$1,657,017$56,623$7,078iApproximate average salary by contribution assumption: employee only about $176,947 at 4% or $117,965 at 6%; with 50% employer match about $117,965 at 4% or $78,643 at 6%; with 100% employer match about $88,473 at 4% or $58,982 at 6%.
202029$3,272,144$257,744$28,638iApproximate average salary by contribution assumption: employee only about $715,956 at 4% or $477,304 at 6%; with 50% employer match about $477,304 at 4% or $318,202 at 6%; with 100% employer match about $357,978 at 4% or $238,652 at 6%.
Heller Orthodontics Defined Benefit Pension Plan-7$1,883,419$202,500$28,929iApproximate average salary by contribution assumption: employee only about $723,214 at 4% or $482,143 at 6%; with 50% employer match about $482,143 at 4% or $321,429 at 6%; with 100% employer match about $361,607 at 4% or $241,071 at 6%.
HELLER ORTHODONTICS 401(K) PROFIT SHARING PLAN-9$1,388,725$55,244$6,138iApproximate average salary by contribution assumption: employee only about $153,456 at 4% or $102,304 at 6%; with 50% employer match about $102,304 at 4% or $68,202 at 6%; with 100% employer match about $76,728 at 4% or $51,152 at 6%.
201928$2,617,139$205,735$25,717iApproximate average salary by contribution assumption: employee only about $642,922 at 4% or $428,615 at 6%; with 50% employer match about $428,615 at 4% or $285,743 at 6%; with 100% employer match about $321,461 at 4% or $214,307 at 6%.
Heller Orthodontics Defined Benefit Pension Plan-6$1,459,900$150,380$25,063iApproximate average salary by contribution assumption: employee only about $626,583 at 4% or $417,722 at 6%; with 50% employer match about $417,722 at 4% or $278,481 at 6%; with 100% employer match about $313,292 at 4% or $208,861 at 6%.
HELLER ORTHODONTICS 401(K) PROFIT SHARING PLAN-8$1,157,239$55,355$6,919iApproximate average salary by contribution assumption: employee only about $172,984 at 4% or $115,323 at 6%; with 50% employer match about $115,323 at 4% or $76,882 at 6%; with 100% employer match about $86,492 at 4% or $57,661 at 6%.
201827$1,995,512$235,807$33,687iApproximate average salary by contribution assumption: employee only about $842,168 at 4% or $561,445 at 6%; with 50% employer match about $561,445 at 4% or $374,297 at 6%; with 100% employer match about $421,084 at 4% or $280,723 at 6%.
Heller Orthodontics Defined Benefit Pension Plan-5$1,087,443$184,000$36,800iApproximate average salary by contribution assumption: employee only about $920,000 at 4% or $613,333 at 6%; with 50% employer match about $613,333 at 4% or $408,889 at 6%; with 100% employer match about $460,000 at 4% or $306,667 at 6%.
HELLER ORTHODONTICS 401(K) PROFIT SHARING PLAN-7$908,069$51,807$7,401iApproximate average salary by contribution assumption: employee only about $185,025 at 4% or $123,350 at 6%; with 50% employer match about $123,350 at 4% or $82,233 at 6%; with 100% employer match about $92,513 at 4% or $61,675 at 6%.
201726$1,932,465$189,035$31,506iApproximate average salary by contribution assumption: employee only about $787,646 at 4% or $525,097 at 6%; with 50% employer match about $525,097 at 4% or $350,065 at 6%; with 100% employer match about $393,823 at 4% or $262,549 at 6%.
Heller Orthodontics Defined Benefit Pension Plan-3$985,583$142,000$47,333iApproximate average salary by contribution assumption: employee only about $1,183,333 at 4% or $788,889 at 6%; with 50% employer match about $788,889 at 4% or $525,926 at 6%; with 100% employer match about $591,667 at 4% or $394,444 at 6%.
HELLER ORTHODONTICS 401(K) PROFIT SHARING PLAN-6$946,882$47,035$7,839iApproximate average salary by contribution assumption: employee only about $195,979 at 4% or $130,653 at 6%; with 50% employer match about $130,653 at 4% or $87,102 at 6%; with 100% employer match about $97,990 at 4% or $65,326 at 6%.
201627$1,530,789$188,613$26,945iApproximate average salary by contribution assumption: employee only about $673,618 at 4% or $449,079 at 6%; with 50% employer match about $449,079 at 4% or $299,386 at 6%; with 100% employer match about $336,809 at 4% or $224,539 at 6%.
HELLER ORTHODONTICS 401(K) PROFIT SHARING PLAN-7$779,055$47,213$6,745iApproximate average salary by contribution assumption: employee only about $168,618 at 4% or $112,412 at 6%; with 50% employer match about $112,412 at 4% or $74,941 at 6%; with 100% employer match about $84,309 at 4% or $56,206 at 6%.
Heller Orthodontics Defined Benefit Pension Plan-5$751,734$141,400$28,280iApproximate average salary by contribution assumption: employee only about $707,000 at 4% or $471,333 at 6%; with 50% employer match about $471,333 at 4% or $314,222 at 6%; with 100% employer match about $353,500 at 4% or $235,667 at 6%.
201526$1,260,843$189,060$31,510iApproximate average salary by contribution assumption: employee only about $787,750 at 4% or $525,167 at 6%; with 50% employer match about $525,167 at 4% or $350,111 at 6%; with 100% employer match about $393,875 at 4% or $262,583 at 6%.
HELLER ORTHODONTICS 401(K) PROFIT SHARING PLAN-6$679,885$47,015$7,836iApproximate average salary by contribution assumption: employee only about $195,896 at 4% or $130,597 at 6%; with 50% employer match about $130,597 at 4% or $87,065 at 6%; with 100% employer match about $97,948 at 4% or $65,299 at 6%.
Heller Orthodontics Defined Benefit Pension Plan-4$580,958$142,045$35,511iApproximate average salary by contribution assumption: employee only about $887,781 at 4% or $591,854 at 6%; with 50% employer match about $591,854 at 4% or $394,569 at 6%; with 100% employer match about $443,891 at 4% or $295,927 at 6%.
201427$1,108,276$206,017$29,431iApproximate average salary by contribution assumption: employee only about $735,775 at 4% or $490,517 at 6%; with 50% employer match about $490,517 at 4% or $327,011 at 6%; with 100% employer match about $367,888 at 4% or $245,258 at 6%.
HELLER ORTHODONTICS 401(K) PROFIT SHARING PLAN-7$657,179$51,779$7,397iApproximate average salary by contribution assumption: employee only about $184,925 at 4% or $123,283 at 6%; with 50% employer match about $123,283 at 4% or $82,189 at 6%; with 100% employer match about $92,463 at 4% or $61,642 at 6%.
Heller Orthodontics Defined Benefit Pension Plan-4$451,097$154,238$38,560iApproximate average salary by contribution assumption: employee only about $963,988 at 4% or $642,658 at 6%; with 50% employer match about $642,658 at 4% or $428,439 at 6%; with 100% employer match about $481,994 at 4% or $321,329 at 6%.
201335$880,881$193,440$38,688iApproximate average salary by contribution assumption: employee only about $967,200 at 4% or $644,800 at 6%; with 50% employer match about $644,800 at 4% or $429,867 at 6%; with 100% employer match about $483,600 at 4% or $322,400 at 6%.
HELLER ORTHODONTICS 401(K) PROFIT SHARING PLAN-5$591,152$36,440$7,288iApproximate average salary by contribution assumption: employee only about $182,200 at 4% or $121,467 at 6%; with 50% employer match about $121,467 at 4% or $80,978 at 6%; with 100% employer match about $91,100 at 4% or $60,733 at 6%.
Heller Orthodontics Defined Benefit Pension Plan-4$289,729$157,000$39,250iApproximate average salary by contribution assumption: employee only about $981,250 at 4% or $654,167 at 6%; with 50% employer match about $654,167 at 4% or $436,111 at 6%; with 100% employer match about $490,625 at 4% or $327,083 at 6%.
Heller Orthodontics Retirement Profit Sharing Plan-0$0$0-
201235$609,576$173,769$34,754iApproximate average salary by contribution assumption: employee only about $868,845 at 4% or $579,230 at 6%; with 50% employer match about $579,230 at 4% or $386,153 at 6%; with 100% employer match about $434,423 at 4% or $289,615 at 6%.
Heller Orthodontics Retirement Profit Sharing Plan-5$467,363$31,556$6,311iApproximate average salary by contribution assumption: employee only about $157,780 at 4% or $105,187 at 6%; with 50% employer match about $105,187 at 4% or $70,124 at 6%; with 100% employer match about $78,890 at 4% or $52,593 at 6%.
Heller Orthodontics Defined Benefit Pension Plan-4$134,423$134,423$33,606iApproximate average salary by contribution assumption: employee only about $840,144 at 4% or $560,096 at 6%; with 50% employer match about $560,096 at 4% or $373,397 at 6%; with 100% employer match about $420,072 at 4% or $280,048 at 6%.
HELLER ORTHODONTICS 401(K) PROFIT SHARING PLAN-5$7,790$7,790$1,558iApproximate average salary by contribution assumption: employee only about $38,950 at 4% or $25,967 at 6%; with 50% employer match about $25,967 at 4% or $17,311 at 6%; with 100% employer match about $19,475 at 4% or $12,983 at 6%.
201117$395,944$61,789$8,827iApproximate average salary by contribution assumption: employee only about $220,675 at 4% or $147,117 at 6%; with 50% employer match about $147,117 at 4% or $98,078 at 6%; with 100% employer match about $110,338 at 4% or $73,558 at 6%.
Heller Orthodontics Retirement Profit Sharing Plan-7$395,944$61,789$8,827iApproximate average salary by contribution assumption: employee only about $220,675 at 4% or $147,117 at 6%; with 50% employer match about $147,117 at 4% or $98,078 at 6%; with 100% employer match about $110,338 at 4% or $73,558 at 6%.
201015$355,479$56,768$11,354iApproximate average salary by contribution assumption: employee only about $283,840 at 4% or $189,227 at 6%; with 50% employer match about $189,227 at 4% or $126,151 at 6%; with 100% employer match about $141,920 at 4% or $94,613 at 6%.
Heller Orthodontics Retirement Profit Sharing Plan-5$355,479$56,768$11,354iApproximate average salary by contribution assumption: employee only about $283,840 at 4% or $189,227 at 6%; with 50% employer match about $189,227 at 4% or $126,151 at 6%; with 100% employer match about $141,920 at 4% or $94,613 at 6%.
200915$259,542$54,542$10,908iApproximate average salary by contribution assumption: employee only about $272,710 at 4% or $181,807 at 6%; with 50% employer match about $181,807 at 4% or $121,204 at 6%; with 100% employer match about $136,355 at 4% or $90,903 at 6%.
Heller Orthodontics Retirement Profit Sharing Plan-5$259,542$54,542$10,908iApproximate average salary by contribution assumption: employee only about $272,710 at 4% or $181,807 at 6%; with 50% employer match about $181,807 at 4% or $121,204 at 6%; with 100% employer match about $136,355 at 4% or $90,903 at 6%.
200813$155,643$51,576$17,192iApproximate average salary by contribution assumption: employee only about $429,800 at 4% or $286,533 at 6%; with 50% employer match about $286,533 at 4% or $191,022 at 6%; with 100% employer match about $214,900 at 4% or $143,267 at 6%.
Heller Orthodontics Retirement Profit Sharing Plan-3$155,643$51,576$17,192iApproximate average salary by contribution assumption: employee only about $429,800 at 4% or $286,533 at 6%; with 50% employer match about $286,533 at 4% or $191,022 at 6%; with 100% employer match about $214,900 at 4% or $143,267 at 6%.
200714$178,056$55,216$13,804iApproximate average salary by contribution assumption: employee only about $345,100 at 4% or $230,067 at 6%; with 50% employer match about $230,067 at 4% or $153,378 at 6%; with 100% employer match about $172,550 at 4% or $115,033 at 6%.
Heller Orthodontics Retirement Profit Sharing Plan-4$178,056$55,216$13,804iApproximate average salary by contribution assumption: employee only about $345,100 at 4% or $230,067 at 6%; with 50% employer match about $230,067 at 4% or $153,378 at 6%; with 100% employer match about $172,550 at 4% or $115,033 at 6%.
200613$108,375$51,629$17,210iApproximate average salary by contribution assumption: employee only about $430,242 at 4% or $286,828 at 6%; with 50% employer match about $286,828 at 4% or $191,219 at 6%; with 100% employer match about $215,121 at 4% or $143,414 at 6%.
Heller Orthodontics Retirement Profit Sharing Plan-3$108,375$51,629$17,210iApproximate average salary by contribution assumption: employee only about $430,242 at 4% or $286,828 at 6%; with 50% employer match about $286,828 at 4% or $191,219 at 6%; with 100% employer match about $215,121 at 4% or $143,414 at 6%.
200514$48,223$48,444$12,111iApproximate average salary by contribution assumption: employee only about $302,775 at 4% or $201,850 at 6%; with 50% employer match about $201,850 at 4% or $134,567 at 6%; with 100% employer match about $151,388 at 4% or $100,925 at 6%.
Heller Orthodontics Retirement Profit Sharing Plan-4$48,223$48,444$12,111iApproximate average salary by contribution assumption: employee only about $302,775 at 4% or $201,850 at 6%; with 50% employer match about $201,850 at 4% or $134,567 at 6%; with 100% employer match about $151,388 at 4% or $100,925 at 6%.