HELENA ORTHODONTICS PLLC
Plan context: HELENA ORTHODONTICS PROFIT SHARING PLAN
EIN 85-4307111 • Helena, MT • 8 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
23
2025 Assets
$6,223,800
2025 Contributions
$498,086
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 2 | 23 | $6,223,800 | $498,086 | $21,656iApproximate average salary by contribution assumption: employee only about $541,398 at 4% or $360,932 at 6%; with 50% employer match about $360,932 at 4% or $240,621 at 6%; with 100% employer match about $270,699 at 4% or $180,466 at 6%. |
| HELENA ORTHODONTICS PROFIT SHARING PLAN | - | 23 | $5,147,146 | $333,494 | $14,500iApproximate average salary by contribution assumption: employee only about $362,493 at 4% or $241,662 at 6%; with 50% employer match about $241,662 at 4% or $161,108 at 6%; with 100% employer match about $181,247 at 4% or $120,831 at 6%. |
| HELENA ORTHODONTICS CASH BALANCE PLAN | - | 18 | $1,076,654 | $164,592 | $9,144iApproximate average salary by contribution assumption: employee only about $228,600 at 4% or $152,400 at 6%; with 50% employer match about $152,400 at 4% or $101,600 at 6%; with 100% employer match about $114,300 at 4% or $76,200 at 6%. |
| 2024 | 2 | 23 | $4,771,094 | $504,019 | $21,914iApproximate average salary by contribution assumption: employee only about $547,847 at 4% or $365,231 at 6%; with 50% employer match about $365,231 at 4% or $243,487 at 6%; with 100% employer match about $273,923 at 4% or $182,616 at 6%. |
| HELENA ORTHODONTICS PROFIT SHARING PLAN | - | 23 | $3,977,537 | $329,025 | $14,305iApproximate average salary by contribution assumption: employee only about $357,636 at 4% or $238,424 at 6%; with 50% employer match about $238,424 at 4% or $158,949 at 6%; with 100% employer match about $178,818 at 4% or $119,212 at 6%. |
| HELENA ORTHODONTICS CASH BALANCE PLAN | - | 18 | $793,557 | $174,994 | $9,722iApproximate average salary by contribution assumption: employee only about $243,047 at 4% or $162,031 at 6%; with 50% employer match about $162,031 at 4% or $108,021 at 6%; with 100% employer match about $121,524 at 4% or $81,016 at 6%. |
| 2023 | 2 | 21 | $3,734,132 | $542,457 | $25,831iApproximate average salary by contribution assumption: employee only about $645,782 at 4% or $430,521 at 6%; with 50% employer match about $430,521 at 4% or $287,014 at 6%; with 100% employer match about $322,891 at 4% or $215,261 at 6%. |
| HELENA ORTHODONTICS PROFIT SHARING PLAN | - | 21 | $3,175,729 | $317,457 | $15,117iApproximate average salary by contribution assumption: employee only about $377,925 at 4% or $251,950 at 6%; with 50% employer match about $251,950 at 4% or $167,967 at 6%; with 100% employer match about $188,963 at 4% or $125,975 at 6%. |
| HELENA ORTHODONTICS CASH BALANCE PLAN | - | 18 | $558,403 | $225,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| 2022 | 2 | 19 | $2,648,132 | $529,303 | $27,858iApproximate average salary by contribution assumption: employee only about $696,451 at 4% or $464,301 at 6%; with 50% employer match about $464,301 at 4% or $309,534 at 6%; with 100% employer match about $348,226 at 4% or $232,150 at 6%. |
| HELENA ORTHODONTICS PROFIT SHARING PLAN | - | 19 | $2,374,402 | $254,303 | $13,384iApproximate average salary by contribution assumption: employee only about $334,609 at 4% or $223,073 at 6%; with 50% employer match about $223,073 at 4% or $148,715 at 6%; with 100% employer match about $167,305 at 4% or $111,536 at 6%. |
| HELENA ORTHODONTICS CASH BALANCE PLAN | - | 15 | $273,730 | $275,000 | $18,333iApproximate average salary by contribution assumption: employee only about $458,333 at 4% or $305,556 at 6%; with 50% employer match about $305,556 at 4% or $203,704 at 6%; with 100% employer match about $229,167 at 4% or $152,778 at 6%. |