Civic Intelligence

HELGERSON DENTAL, LLC

Plan context: HELGERSON DENTAL, LLC 401(K) PLAN

EIN 85-3214396 • Grand Junction, CO • 4 filings • 1 plans

2478 Patterson Dr.Ste 3Grand Junction, CO 81505
Current Snapshot

Latest Year

2025

2025 Participants

20

2025 Assets

$248,553

2025 Contributions

$87,180

Historical Graphs

Total Assets Over Time

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

$248,553$124,277$0202220242025YearValue
$248,553Latest year 2025

Participants Over Time

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

20100202220242025YearValue
20Latest 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
2025120$248,553$87,180$4,359iApproximate average salary by contribution assumption: employee only about $108,975 at 4% or $72,650 at 6%; with 50% employer match about $72,650 at 4% or $48,433 at 6%; with 100% employer match about $54,488 at 4% or $36,325 at 6%.
HELGERSON DENTAL, LLC 401(K) PLAN-20$248,553$87,180$4,359iApproximate average salary by contribution assumption: employee only about $108,975 at 4% or $72,650 at 6%; with 50% employer match about $72,650 at 4% or $48,433 at 6%; with 100% employer match about $54,488 at 4% or $36,325 at 6%.
2024113$163,173$56,518$4,348iApproximate average salary by contribution assumption: employee only about $108,688 at 4% or $72,459 at 6%; with 50% employer match about $72,459 at 4% or $48,306 at 6%; with 100% employer match about $54,344 at 4% or $36,229 at 6%.
HELGERSON DENTAL, LLC 401(K) PLAN-13$163,173$56,518$4,348iApproximate average salary by contribution assumption: employee only about $108,688 at 4% or $72,459 at 6%; with 50% employer match about $72,459 at 4% or $48,306 at 6%; with 100% employer match about $54,344 at 4% or $36,229 at 6%.
2023113$96,301$49,955$3,843iApproximate average salary by contribution assumption: employee only about $96,067 at 4% or $64,045 at 6%; with 50% employer match about $64,045 at 4% or $42,697 at 6%; with 100% employer match about $48,034 at 4% or $32,022 at 6%.
HELGERSON DENTAL, LLC 401(K) PLAN-13$96,301$49,955$3,843iApproximate average salary by contribution assumption: employee only about $96,067 at 4% or $64,045 at 6%; with 50% employer match about $64,045 at 4% or $42,697 at 6%; with 100% employer match about $48,034 at 4% or $32,022 at 6%.
2022110$35,752$38,166$3,817iApproximate average salary by contribution assumption: employee only about $95,415 at 4% or $63,610 at 6%; with 50% employer match about $63,610 at 4% or $42,407 at 6%; with 100% employer match about $47,708 at 4% or $31,805 at 6%.
HELGERSON DENTAL, LLC 401(K) PLAN-10$35,752$38,166$3,817iApproximate average salary by contribution assumption: employee only about $95,415 at 4% or $63,610 at 6%; with 50% employer match about $63,610 at 4% or $42,407 at 6%; with 100% employer match about $47,708 at 4% or $31,805 at 6%.