James M. Heltzel, D.M.D. Ltd.
Plan context: James M. Heltzel, D.M.D. Ltd. Profit Sharing Plan
EIN 88-0158941 • 12 filings • 1 plans
Current Snapshot
Latest Year
2011
2011 Participants
6
2011 Assets
$1,064,764
2011 Contributions
$30,290
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 |
|---|---|---|---|---|---|
| 2011 | 1 | 0 | $0 | $0 | - |
| James M. Heltzel, D.M.D. Ltd. Profit Sharing Plan | - | 0 | - | - | - |
| 2010 | 1 | 6 | $1,064,764 | $0 | - |
| James M. Heltzel, D.M.D. Ltd. Profit Sharing Plan | - | 6 | $1,064,764 | - | - |
| 2009 | 1 | 5 | $1,700,723 | $0 | - |
| James M. Heltzel, D.M.D. Ltd. Profit Sharing Plan | - | 5 | $1,700,723 | - | - |
| 2007 | 1 | 5 | $0 | $0 | - |
| James M. Heltzel, D.M.D. Ltd. Profit Sharing Plan | - | 5 | - | - | - |
| 2006 | 1 | 6 | $0 | $0 | - |
| James M. Heltzel, D.M.D. Ltd. Profit Sharing Plan | - | 6 | - | - | - |
| 2005 | 1 | 5 | $0 | $0 | - |
| James M. Heltzel, D.M.D. Ltd. Profit Sharing Plan | - | 5 | - | - | - |
| 2004 | 1 | 6 | $0 | $0 | - |
| James M. Heltzel, D.M.D. Ltd. Profit Sharing Plan | - | 6 | - | - | - |
| 2003 | 1 | 7 | $1,445,740 | $30,290 | $4,327iApproximate average salary by contribution assumption: employee only about $108,179 at 4% or $72,119 at 6%; with 50% employer match about $72,119 at 4% or $48,079 at 6%; with 100% employer match about $54,089 at 4% or $36,060 at 6%. |
| James M. Heltzel, D.M.D. Ltd. Profit Sharing Plan | - | 7 | $1,445,740 | $30,290 | $4,327iApproximate average salary by contribution assumption: employee only about $108,179 at 4% or $72,119 at 6%; with 50% employer match about $72,119 at 4% or $48,079 at 6%; with 100% employer match about $54,089 at 4% or $36,060 at 6%. |
| 2002 | 1 | 6 | $0 | $0 | - |
| James M. Heltzel, D.M.D. Ltd. Profit Sharing Plan | - | 6 | - | - | - |
| 2001 | 1 | 5 | $0 | $0 | - |
| James M. Heltzel, D.M.D. Ltd. Profit Sharing Plan | - | 5 | - | - | - |
| 2000 | 1 | 7 | $0 | $0 | - |
| James M. Heltzel, D.M.D. Ltd. Profit Sharing Plan | - | 7 | - | - | - |
| 1999 | 1 | 7 | $825,309 | $51,273 | $7,325iApproximate average salary by contribution assumption: employee only about $183,118 at 4% or $122,079 at 6%; with 50% employer match about $122,079 at 4% or $81,386 at 6%; with 100% employer match about $91,559 at 4% or $61,039 at 6%. |
| James M. Heltzel, D.M.D. Ltd. Profit Sharing Plan | - | 7 | $825,309 | $51,273 | $7,325iApproximate average salary by contribution assumption: employee only about $183,118 at 4% or $122,079 at 6%; with 50% employer match about $122,079 at 4% or $81,386 at 6%; with 100% employer match about $91,559 at 4% or $61,039 at 6%. |