Dale'S Heating & Air Inc.
Plan context: Dale'S Heating & Air Inc. 401(K) Plan
EIN 03-0505376 • Ooltewah, TN • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
11
2025 Assets
$232,924
2025 Contributions
$42,268
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 | 1 | 0 | $0 | $42,268 | - |
| Dale'S Heating & Air Inc. 401(K) Plan | - | 0 | $0 | $42,268 | - |
| 2024 | 1 | 11 | $232,924 | $78,932 | $7,176iApproximate average salary by contribution assumption: employee only about $179,391 at 4% or $119,594 at 6%; with 50% employer match about $119,594 at 4% or $79,729 at 6%; with 100% employer match about $89,695 at 4% or $59,797 at 6%. |
| Dale'S Heating & Air Inc. 401(K) Plan | - | 11 | $232,924 | $78,932 | $7,176iApproximate average salary by contribution assumption: employee only about $179,391 at 4% or $119,594 at 6%; with 50% employer match about $119,594 at 4% or $79,729 at 6%; with 100% employer match about $89,695 at 4% or $59,797 at 6%. |
| 2023 | 1 | 12 | $134,857 | $62,529 | $5,211iApproximate average salary by contribution assumption: employee only about $130,269 at 4% or $86,846 at 6%; with 50% employer match about $86,846 at 4% or $57,897 at 6%; with 100% employer match about $65,134 at 4% or $43,423 at 6%. |
| Dale'S Heating & Air Inc. 401(K) Plan | - | 12 | $134,857 | $62,529 | $5,211iApproximate average salary by contribution assumption: employee only about $130,269 at 4% or $86,846 at 6%; with 50% employer match about $86,846 at 4% or $57,897 at 6%; with 100% employer match about $65,134 at 4% or $43,423 at 6%. |
| 2022 | 1 | 11 | $58,747 | $59,811 | $5,437iApproximate average salary by contribution assumption: employee only about $135,934 at 4% or $90,623 at 6%; with 50% employer match about $90,623 at 4% or $60,415 at 6%; with 100% employer match about $67,967 at 4% or $45,311 at 6%. |
| Dale'S Heating & Air Inc. 401(K) Plan | - | 11 | $58,747 | $59,811 | $5,437iApproximate average salary by contribution assumption: employee only about $135,934 at 4% or $90,623 at 6%; with 50% employer match about $90,623 at 4% or $60,415 at 6%; with 100% employer match about $67,967 at 4% or $45,311 at 6%. |
| 2021 | 1 | 11 | $2,600 | $2,577 | $234iApproximate average salary by contribution assumption: employee only about $5,857 at 4% or $3,905 at 6%; with 50% employer match about $3,905 at 4% or $2,603 at 6%; with 100% employer match about $2,928 at 4% or $1,952 at 6%. |
| Dale'S Heating & Air Inc. 401(K) Plan | - | 11 | $2,600 | $2,577 | $234iApproximate average salary by contribution assumption: employee only about $5,857 at 4% or $3,905 at 6%; with 50% employer match about $3,905 at 4% or $2,603 at 6%; with 100% employer match about $2,928 at 4% or $1,952 at 6%. |