Civic Intelligence

Helena Surgicenter LLC

Plan context: Helena Surgicenter LLC 401K Profit Sharing Plan and Trust

EIN 81-0513385 • Helena, MT • 29 filings • 6 plans

2440 Winne AveHelena, MT 59601
Current Snapshot

Latest Year

2025

2025 Participants

50

2025 Assets

$5,050,316

2025 Contributions

$690,403

Historical Graphs

Total Assets Over Time

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

$5,050,316$2,525,158$0199920132025YearValue
$5,050,316Latest year 2025

Participants Over Time

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

50250199920122025YearValue
50Latest 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
2025150$5,050,316$690,403$13,808iApproximate average salary by contribution assumption: employee only about $345,202 at 4% or $230,134 at 6%; with 50% employer match about $230,134 at 4% or $153,423 at 6%; with 100% employer match about $172,601 at 4% or $115,067 at 6%.
Helena Surgicenter LLC 401K Profit Sharing Plan and Trust-50$5,050,316$690,403$13,808iApproximate average salary by contribution assumption: employee only about $345,202 at 4% or $230,134 at 6%; with 50% employer match about $230,134 at 4% or $153,423 at 6%; with 100% employer match about $172,601 at 4% or $115,067 at 6%.
2024147$4,475,298$237,149$5,046iApproximate average salary by contribution assumption: employee only about $126,143 at 4% or $84,095 at 6%; with 50% employer match about $84,095 at 4% or $56,064 at 6%; with 100% employer match about $63,072 at 4% or $42,048 at 6%.
Helena Surgicenter LLC 401K Profit Sharing Plan and Trust-47$4,475,298$237,149$5,046iApproximate average salary by contribution assumption: employee only about $126,143 at 4% or $84,095 at 6%; with 50% employer match about $84,095 at 4% or $56,064 at 6%; with 100% employer match about $63,072 at 4% or $42,048 at 6%.
2023143$3,649,007$267,422$6,219iApproximate average salary by contribution assumption: employee only about $155,478 at 4% or $103,652 at 6%; with 50% employer match about $103,652 at 4% or $69,101 at 6%; with 100% employer match about $77,739 at 4% or $51,826 at 6%.
Helena Surgicenter LLC 401K Profit Sharing Plan and Trust-43$3,649,007$267,422$6,219iApproximate average salary by contribution assumption: employee only about $155,478 at 4% or $103,652 at 6%; with 50% employer match about $103,652 at 4% or $69,101 at 6%; with 100% employer match about $77,739 at 4% or $51,826 at 6%.
2022143$2,951,907$208,231$4,843iApproximate average salary by contribution assumption: employee only about $121,065 at 4% or $80,710 at 6%; with 50% employer match about $80,710 at 4% or $53,806 at 6%; with 100% employer match about $60,532 at 4% or $40,355 at 6%.
Helena Surgicenter LLC 401K Profit Sharing Plan and Trust-43$2,951,907$208,231$4,843iApproximate average salary by contribution assumption: employee only about $121,065 at 4% or $80,710 at 6%; with 50% employer match about $80,710 at 4% or $53,806 at 6%; with 100% employer match about $60,532 at 4% or $40,355 at 6%.
2021139$3,386,932$193,659$4,966iApproximate average salary by contribution assumption: employee only about $124,140 at 4% or $82,760 at 6%; with 50% employer match about $82,760 at 4% or $55,174 at 6%; with 100% employer match about $62,070 at 4% or $41,380 at 6%.
Helena Surgicenter LLC 401K Profit Sharing Plan and Trust-39$3,386,932$193,659$4,966iApproximate average salary by contribution assumption: employee only about $124,140 at 4% or $82,760 at 6%; with 50% employer match about $82,760 at 4% or $55,174 at 6%; with 100% employer match about $62,070 at 4% or $41,380 at 6%.
2020131$3,143,531$116,903$3,771iApproximate average salary by contribution assumption: employee only about $94,277 at 4% or $62,851 at 6%; with 50% employer match about $62,851 at 4% or $41,901 at 6%; with 100% employer match about $47,138 at 4% or $31,426 at 6%.
Helena Surgicenter LLC 401K Profit Sharing Plan and Trust-31$3,143,531$116,903$3,771iApproximate average salary by contribution assumption: employee only about $94,277 at 4% or $62,851 at 6%; with 50% employer match about $62,851 at 4% or $41,901 at 6%; with 100% employer match about $47,138 at 4% or $31,426 at 6%.
2019130$3,514,087$676,291$22,543iApproximate average salary by contribution assumption: employee only about $563,576 at 4% or $375,717 at 6%; with 50% employer match about $375,717 at 4% or $250,478 at 6%; with 100% employer match about $281,788 at 4% or $187,859 at 6%.
Helena Surgicenter LLC 401K Profit Sharing Plan and Trust-30$3,514,087$676,291$22,543iApproximate average salary by contribution assumption: employee only about $563,576 at 4% or $375,717 at 6%; with 50% employer match about $375,717 at 4% or $250,478 at 6%; with 100% employer match about $281,788 at 4% or $187,859 at 6%.
2018133$2,390,270$194,586$5,897iApproximate average salary by contribution assumption: employee only about $147,414 at 4% or $98,276 at 6%; with 50% employer match about $98,276 at 4% or $65,517 at 6%; with 100% employer match about $73,707 at 4% or $49,138 at 6%.
Helena Surgicenter LLC 401K Profit Sharing Plan and Trust-33$2,390,270$194,586$5,897iApproximate average salary by contribution assumption: employee only about $147,414 at 4% or $98,276 at 6%; with 50% employer match about $98,276 at 4% or $65,517 at 6%; with 100% employer match about $73,707 at 4% or $49,138 at 6%.
2017130$2,446,789$218,396$7,280iApproximate average salary by contribution assumption: employee only about $181,997 at 4% or $121,331 at 6%; with 50% employer match about $121,331 at 4% or $80,887 at 6%; with 100% employer match about $90,998 at 4% or $60,666 at 6%.
Helena Surgicenter LLC 401K Profit Sharing Plan and Trust-30$2,446,789$218,396$7,280iApproximate average salary by contribution assumption: employee only about $181,997 at 4% or $121,331 at 6%; with 50% employer match about $121,331 at 4% or $80,887 at 6%; with 100% employer match about $90,998 at 4% or $60,666 at 6%.
2016133$2,522,823$169,657$5,141iApproximate average salary by contribution assumption: employee only about $128,528 at 4% or $85,685 at 6%; with 50% employer match about $85,685 at 4% or $57,124 at 6%; with 100% employer match about $64,264 at 4% or $42,843 at 6%.
Helena Surgicenter LLC 401K Profit Sharing Plan and Trust-33$2,522,823$169,657$5,141iApproximate average salary by contribution assumption: employee only about $128,528 at 4% or $85,685 at 6%; with 50% employer match about $85,685 at 4% or $57,124 at 6%; with 100% employer match about $64,264 at 4% or $42,843 at 6%.
2015133$2,216,922$158,399$4,800iApproximate average salary by contribution assumption: employee only about $119,999 at 4% or $79,999 at 6%; with 50% employer match about $79,999 at 4% or $53,333 at 6%; with 100% employer match about $60,000 at 4% or $40,000 at 6%.
Helena Surgicenter LLC 401K Profit Sharing Plan and Trust-33$2,216,922$158,399$4,800iApproximate average salary by contribution assumption: employee only about $119,999 at 4% or $79,999 at 6%; with 50% employer match about $79,999 at 4% or $53,333 at 6%; with 100% employer match about $60,000 at 4% or $40,000 at 6%.
2014132$2,248,704$163,782$5,118iApproximate average salary by contribution assumption: employee only about $127,955 at 4% or $85,303 at 6%; with 50% employer match about $85,303 at 4% or $56,869 at 6%; with 100% employer match about $63,977 at 4% or $42,652 at 6%.
Helena Surgicenter LLC 401K Profit Sharing Plan and Trust-32$2,248,704$163,782$5,118iApproximate average salary by contribution assumption: employee only about $127,955 at 4% or $85,303 at 6%; with 50% employer match about $85,303 at 4% or $56,869 at 6%; with 100% employer match about $63,977 at 4% or $42,652 at 6%.
2013135$1,950,050$165,882$4,739iApproximate average salary by contribution assumption: employee only about $118,487 at 4% or $78,991 at 6%; with 50% employer match about $78,991 at 4% or $52,661 at 6%; with 100% employer match about $59,244 at 4% or $39,496 at 6%.
Helena Surgicenter LLC 401K Profit Sharing Plan and Trust-35$1,950,050$165,882$4,739iApproximate average salary by contribution assumption: employee only about $118,487 at 4% or $78,991 at 6%; with 50% employer match about $78,991 at 4% or $52,661 at 6%; with 100% employer match about $59,244 at 4% or $39,496 at 6%.
2012137$2,184,583$180,537$4,879iApproximate average salary by contribution assumption: employee only about $121,984 at 4% or $81,323 at 6%; with 50% employer match about $81,323 at 4% or $54,215 at 6%; with 100% employer match about $60,992 at 4% or $40,661 at 6%.
Helena Surgicenter LLC 401K Profit Sharing Plan and Trust-37$2,184,583$180,537$4,879iApproximate average salary by contribution assumption: employee only about $121,984 at 4% or $81,323 at 6%; with 50% employer match about $81,323 at 4% or $54,215 at 6%; with 100% employer match about $60,992 at 4% or $40,661 at 6%.
2011136$1,790,784$180,079$5,002iApproximate average salary by contribution assumption: employee only about $125,055 at 4% or $83,370 at 6%; with 50% employer match about $83,370 at 4% or $55,580 at 6%; with 100% employer match about $62,527 at 4% or $41,685 at 6%.
Helena Surgicenter LLC 401K Profit Sharing Plan and Trust-36$1,790,784$180,079$5,002iApproximate average salary by contribution assumption: employee only about $125,055 at 4% or $83,370 at 6%; with 50% employer match about $83,370 at 4% or $55,580 at 6%; with 100% employer match about $62,527 at 4% or $41,685 at 6%.
2010132$1,647,503$201,486$6,296iApproximate average salary by contribution assumption: employee only about $157,411 at 4% or $104,941 at 6%; with 50% employer match about $104,941 at 4% or $69,960 at 6%; with 100% employer match about $78,705 at 4% or $52,470 at 6%.
Helena Surgicenter LLC 401K Profit Sharing Plan and Trust-32$1,647,503$201,486$6,296iApproximate average salary by contribution assumption: employee only about $157,411 at 4% or $104,941 at 6%; with 50% employer match about $104,941 at 4% or $69,960 at 6%; with 100% employer match about $78,705 at 4% or $52,470 at 6%.
2009129$1,626,128$165,838$5,719iApproximate average salary by contribution assumption: employee only about $142,964 at 4% or $95,309 at 6%; with 50% employer match about $95,309 at 4% or $63,539 at 6%; with 100% employer match about $71,482 at 4% or $47,655 at 6%.
Helena Surgicenter LLC 401K Profit Sharing Plan and Trust-29$1,626,128$165,838$5,719iApproximate average salary by contribution assumption: employee only about $142,964 at 4% or $95,309 at 6%; with 50% employer match about $95,309 at 4% or $63,539 at 6%; with 100% employer match about $71,482 at 4% or $47,655 at 6%.
2008120$1,171,388$176,312$8,816iApproximate average salary by contribution assumption: employee only about $220,390 at 4% or $146,927 at 6%; with 50% employer match about $146,927 at 4% or $97,951 at 6%; with 100% employer match about $110,195 at 4% or $73,463 at 6%.
Helena Surgicenter LLC 401K Profit Sharing Plan and Trust-20$1,171,388$176,312$8,816iApproximate average salary by contribution assumption: employee only about $220,390 at 4% or $146,927 at 6%; with 50% employer match about $146,927 at 4% or $97,951 at 6%; with 100% employer match about $110,195 at 4% or $73,463 at 6%.
2007118$1,576,812$199,816$11,101iApproximate average salary by contribution assumption: employee only about $277,522 at 4% or $185,015 at 6%; with 50% employer match about $185,015 at 4% or $123,343 at 6%; with 100% employer match about $138,761 at 4% or $92,507 at 6%.
Helena Surgicenter LLC 401K Profit Sharing Plan and Trust-18$1,576,812$199,816$11,101iApproximate average salary by contribution assumption: employee only about $277,522 at 4% or $185,015 at 6%; with 50% employer match about $185,015 at 4% or $123,343 at 6%; with 100% employer match about $138,761 at 4% or $92,507 at 6%.
2006117$1,234,887$130,071$7,651iApproximate average salary by contribution assumption: employee only about $191,281 at 4% or $127,521 at 6%; with 50% employer match about $127,521 at 4% or $85,014 at 6%; with 100% employer match about $95,640 at 4% or $63,760 at 6%.
Helena Surgicenter LLC 401K Profit Sharing Plan and Trust-17$1,234,887$130,071$7,651iApproximate average salary by contribution assumption: employee only about $191,281 at 4% or $127,521 at 6%; with 50% employer match about $127,521 at 4% or $85,014 at 6%; with 100% employer match about $95,640 at 4% or $63,760 at 6%.
2005118$924,543$111,276$6,182iApproximate average salary by contribution assumption: employee only about $154,550 at 4% or $103,033 at 6%; with 50% employer match about $103,033 at 4% or $68,689 at 6%; with 100% employer match about $77,275 at 4% or $51,517 at 6%.
Helena Surgicenter LLC 401K Profit Sharing Plan and Trust-18$924,543$111,276$6,182iApproximate average salary by contribution assumption: employee only about $154,550 at 4% or $103,033 at 6%; with 50% employer match about $103,033 at 4% or $68,689 at 6%; with 100% employer match about $77,275 at 4% or $51,517 at 6%.
2004117$747,394$149,590$8,799iApproximate average salary by contribution assumption: employee only about $219,985 at 4% or $146,657 at 6%; with 50% employer match about $146,657 at 4% or $97,771 at 6%; with 100% employer match about $109,993 at 4% or $73,328 at 6%.
Helena Surgicenter LLC 401K Profit Sharing Plan and Trust-17$747,394$149,590$8,799iApproximate average salary by contribution assumption: employee only about $219,985 at 4% or $146,657 at 6%; with 50% employer match about $146,657 at 4% or $97,771 at 6%; with 100% employer match about $109,993 at 4% or $73,328 at 6%.
2003118$698,439$136,777$7,599iApproximate average salary by contribution assumption: employee only about $189,968 at 4% or $126,645 at 6%; with 50% employer match about $126,645 at 4% or $84,430 at 6%; with 100% employer match about $94,984 at 4% or $63,323 at 6%.
Helena Surgicenter LLC 401K Profit Sharing Plan and Trust-18$698,439$136,777$7,599iApproximate average salary by contribution assumption: employee only about $189,968 at 4% or $126,645 at 6%; with 50% employer match about $126,645 at 4% or $84,430 at 6%; with 100% employer match about $94,984 at 4% or $63,323 at 6%.
2002218$449,441$256,548$14,253iApproximate average salary by contribution assumption: employee only about $356,317 at 4% or $237,544 at 6%; with 50% employer match about $237,544 at 4% or $158,363 at 6%; with 100% employer match about $178,158 at 4% or $118,772 at 6%.
Helena Surgicenter LLC 401K Profit Sharing Plan and Trust-18$449,441$256,548$14,253iApproximate average salary by contribution assumption: employee only about $356,317 at 4% or $237,544 at 6%; with 50% employer match about $237,544 at 4% or $158,363 at 6%; with 100% employer match about $178,158 at 4% or $118,772 at 6%.
HELENA SURGICENTER, LLC MONEY PURCHASE PENSION PLAN-0---
2001216$0$0-
HELENA SURGICENTER, LLC MONEY PURCHASE PLAN & TRUST-16---
Helena Surgicenter LLC 401K Profit Sharing Plan and Trust-16---
2000118$0$0-
Helena Surgicenter LLC 401K Profit Sharing Plan and Trust-18---
1999115$102,786$57,976$3,865iApproximate average salary by contribution assumption: employee only about $96,627 at 4% or $64,418 at 6%; with 50% employer match about $64,418 at 4% or $42,945 at 6%; with 100% employer match about $48,313 at 4% or $32,209 at 6%.
Helena Surgicenter LLC 401K Profit Sharing Plan and Trust-15$102,786$57,976$3,865iApproximate average salary by contribution assumption: employee only about $96,627 at 4% or $64,418 at 6%; with 50% employer match about $64,418 at 4% or $42,945 at 6%; with 100% employer match about $48,313 at 4% or $32,209 at 6%.