Civic Intelligence

Surner Heating Co Inc

Plan context: Surner Heating Co Inc 401(K) Profit Sharing Plan & Trust

EIN 04-3122244 • Amherst, MA • 19 filings • 4 plans

60 Shumway StAmherst, MA 01002-2404
Current Snapshot

Latest Year

2024

2024 Participants

30

2024 Assets

$1,357,035

2024 Contributions

$149,064

Historical Graphs

Total Assets Over Time

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

$1,357,035$678,518$0200520152024YearValue
$1,357,035Latest year 2024

Participants Over Time

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

30150200520152024YearValue
30Latest year 2024

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
2024130$1,357,035$149,064$4,969iApproximate average salary by contribution assumption: employee only about $124,220 at 4% or $82,813 at 6%; with 50% employer match about $82,813 at 4% or $55,209 at 6%; with 100% employer match about $62,110 at 4% or $41,407 at 6%.
Surner Heating Co Inc 401(K) Profit Sharing Plan & Trust-30$1,357,035$149,064$4,969iApproximate average salary by contribution assumption: employee only about $124,220 at 4% or $82,813 at 6%; with 50% employer match about $82,813 at 4% or $55,209 at 6%; with 100% employer match about $62,110 at 4% or $41,407 at 6%.
2023127$1,098,373$91,545$3,391iApproximate average salary by contribution assumption: employee only about $84,764 at 4% or $56,509 at 6%; with 50% employer match about $56,509 at 4% or $37,673 at 6%; with 100% employer match about $42,382 at 4% or $28,255 at 6%.
Surner Heating Co Inc 401(K) Profit Sharing Plan & Trust-27$1,098,373$91,545$3,391iApproximate average salary by contribution assumption: employee only about $84,764 at 4% or $56,509 at 6%; with 50% employer match about $56,509 at 4% or $37,673 at 6%; with 100% employer match about $42,382 at 4% or $28,255 at 6%.
2022124$1,024,976$64,453$2,686iApproximate average salary by contribution assumption: employee only about $67,139 at 4% or $44,759 at 6%; with 50% employer match about $44,759 at 4% or $29,839 at 6%; with 100% employer match about $33,569 at 4% or $22,380 at 6%.
Surner Heating Co Inc 401(K) Profit Sharing Plan & Trust-24$1,024,976$64,453$2,686iApproximate average salary by contribution assumption: employee only about $67,139 at 4% or $44,759 at 6%; with 50% employer match about $44,759 at 4% or $29,839 at 6%; with 100% employer match about $33,569 at 4% or $22,380 at 6%.
2021124$1,233,194$73,676$3,070iApproximate average salary by contribution assumption: employee only about $76,746 at 4% or $51,164 at 6%; with 50% employer match about $51,164 at 4% or $34,109 at 6%; with 100% employer match about $38,373 at 4% or $25,582 at 6%.
Surner Heating Co Inc 401(K) Profit Sharing Plan & Trust-24$1,233,194$73,676$3,070iApproximate average salary by contribution assumption: employee only about $76,746 at 4% or $51,164 at 6%; with 50% employer match about $51,164 at 4% or $34,109 at 6%; with 100% employer match about $38,373 at 4% or $25,582 at 6%.
2020123$1,197,983$66,756$2,902iApproximate average salary by contribution assumption: employee only about $72,561 at 4% or $48,374 at 6%; with 50% employer match about $48,374 at 4% or $32,249 at 6%; with 100% employer match about $36,280 at 4% or $24,187 at 6%.
Surner Heating Co Inc 401(K) Profit Sharing Plan & Trust-23$1,197,983$66,756$2,902iApproximate average salary by contribution assumption: employee only about $72,561 at 4% or $48,374 at 6%; with 50% employer match about $48,374 at 4% or $32,249 at 6%; with 100% employer match about $36,280 at 4% or $24,187 at 6%.
2019121$983,842$117,562$5,598iApproximate average salary by contribution assumption: employee only about $139,955 at 4% or $93,303 at 6%; with 50% employer match about $93,303 at 4% or $62,202 at 6%; with 100% employer match about $69,977 at 4% or $46,652 at 6%.
Surner Heating Co Inc 401(K) Profit Sharing Plan & Trust-21$983,842$117,562$5,598iApproximate average salary by contribution assumption: employee only about $139,955 at 4% or $93,303 at 6%; with 50% employer match about $93,303 at 4% or $62,202 at 6%; with 100% employer match about $69,977 at 4% or $46,652 at 6%.
2018125$831,375$137,535$5,501iApproximate average salary by contribution assumption: employee only about $137,535 at 4% or $91,690 at 6%; with 50% employer match about $91,690 at 4% or $61,127 at 6%; with 100% employer match about $68,768 at 4% or $45,845 at 6%.
Surner Heating Co Inc 401(K) Profit Sharing Plan & Trust-25$831,375$137,535$5,501iApproximate average salary by contribution assumption: employee only about $137,535 at 4% or $91,690 at 6%; with 50% employer match about $91,690 at 4% or $61,127 at 6%; with 100% employer match about $68,768 at 4% or $45,845 at 6%.
2017126$751,405$134,291$5,165iApproximate average salary by contribution assumption: employee only about $129,126 at 4% or $86,084 at 6%; with 50% employer match about $86,084 at 4% or $57,389 at 6%; with 100% employer match about $64,563 at 4% or $43,042 at 6%.
Surner Heating Co Inc 401(K) Profit Sharing Plan & Trust-26$751,405$134,291$5,165iApproximate average salary by contribution assumption: employee only about $129,126 at 4% or $86,084 at 6%; with 50% employer match about $86,084 at 4% or $57,389 at 6%; with 100% employer match about $64,563 at 4% or $43,042 at 6%.
2016125$527,415$89,892$3,596iApproximate average salary by contribution assumption: employee only about $89,892 at 4% or $59,928 at 6%; with 50% employer match about $59,928 at 4% or $39,952 at 6%; with 100% employer match about $44,946 at 4% or $29,964 at 6%.
Surner Heating Co Inc 401(K) Profit Sharing Plan & Trust-25$527,415$89,892$3,596iApproximate average salary by contribution assumption: employee only about $89,892 at 4% or $59,928 at 6%; with 50% employer match about $59,928 at 4% or $39,952 at 6%; with 100% employer match about $44,946 at 4% or $29,964 at 6%.
2015119$524,682$57,053$3,003iApproximate average salary by contribution assumption: employee only about $75,070 at 4% or $50,046 at 6%; with 50% employer match about $50,046 at 4% or $33,364 at 6%; with 100% employer match about $37,535 at 4% or $25,023 at 6%.
Surner Heating Co Inc 401(K) Profit Sharing Plan & Trust-19$524,682$57,053$3,003iApproximate average salary by contribution assumption: employee only about $75,070 at 4% or $50,046 at 6%; with 50% employer match about $50,046 at 4% or $33,364 at 6%; with 100% employer match about $37,535 at 4% or $25,023 at 6%.
2014117$478,174$42,740$2,514iApproximate average salary by contribution assumption: employee only about $62,853 at 4% or $41,902 at 6%; with 50% employer match about $41,902 at 4% or $27,935 at 6%; with 100% employer match about $31,426 at 4% or $20,951 at 6%.
Surner Heating Co Inc 401(K) Profit Sharing Plan & Trust-17$478,174$42,740$2,514iApproximate average salary by contribution assumption: employee only about $62,853 at 4% or $41,902 at 6%; with 50% employer match about $41,902 at 4% or $27,935 at 6%; with 100% employer match about $31,426 at 4% or $20,951 at 6%.
2013112$408,501$29,133$2,428iApproximate average salary by contribution assumption: employee only about $60,694 at 4% or $40,463 at 6%; with 50% employer match about $40,463 at 4% or $26,975 at 6%; with 100% employer match about $30,347 at 4% or $20,231 at 6%.
Surner Heating Co Inc 401(K) Profit Sharing Plan & Trust-12$408,501$29,133$2,428iApproximate average salary by contribution assumption: employee only about $60,694 at 4% or $40,463 at 6%; with 50% employer match about $40,463 at 4% or $26,975 at 6%; with 100% employer match about $30,347 at 4% or $20,231 at 6%.
2012112$299,306$24,908$2,076iApproximate average salary by contribution assumption: employee only about $51,892 at 4% or $34,594 at 6%; with 50% employer match about $34,594 at 4% or $23,063 at 6%; with 100% employer match about $25,946 at 4% or $17,297 at 6%.
Surner Heating Co Inc 401(K) Profit Sharing Plan & Trust-12$299,306$24,908$2,076iApproximate average salary by contribution assumption: employee only about $51,892 at 4% or $34,594 at 6%; with 50% employer match about $34,594 at 4% or $23,063 at 6%; with 100% employer match about $25,946 at 4% or $17,297 at 6%.
2011114$267,976$27,790$1,985iApproximate average salary by contribution assumption: employee only about $49,625 at 4% or $33,083 at 6%; with 50% employer match about $33,083 at 4% or $22,056 at 6%; with 100% employer match about $24,813 at 4% or $16,542 at 6%.
Surner Heating Co Inc 401(K) Profit Sharing Plan & Trust-14$267,976$27,790$1,985iApproximate average salary by contribution assumption: employee only about $49,625 at 4% or $33,083 at 6%; with 50% employer match about $33,083 at 4% or $22,056 at 6%; with 100% employer match about $24,813 at 4% or $16,542 at 6%.
2010115$301,026$25,438$1,696iApproximate average salary by contribution assumption: employee only about $42,397 at 4% or $28,264 at 6%; with 50% employer match about $28,264 at 4% or $18,843 at 6%; with 100% employer match about $21,198 at 4% or $14,132 at 6%.
Surner Heating Co Inc 401(K) Profit Sharing Plan & Trust-15$301,026$25,438$1,696iApproximate average salary by contribution assumption: employee only about $42,397 at 4% or $28,264 at 6%; with 50% employer match about $28,264 at 4% or $18,843 at 6%; with 100% employer match about $21,198 at 4% or $14,132 at 6%.
2009117$260,579$30,349$1,785iApproximate average salary by contribution assumption: employee only about $44,631 at 4% or $29,754 at 6%; with 50% employer match about $29,754 at 4% or $19,836 at 6%; with 100% employer match about $22,315 at 4% or $14,877 at 6%.
Surner Heating Co Inc 401(K) Profit Sharing Plan & Trust-17$260,579$30,349$1,785iApproximate average salary by contribution assumption: employee only about $44,631 at 4% or $29,754 at 6%; with 50% employer match about $29,754 at 4% or $19,836 at 6%; with 100% employer match about $22,315 at 4% or $14,877 at 6%.
2007124$228,438$30,835$1,285iApproximate average salary by contribution assumption: employee only about $32,120 at 4% or $21,413 at 6%; with 50% employer match about $21,413 at 4% or $14,275 at 6%; with 100% employer match about $16,060 at 4% or $10,707 at 6%.
Surner Heating Co Inc 401(K) Profit Sharing Plan & Trust-24$228,438$30,835$1,285iApproximate average salary by contribution assumption: employee only about $32,120 at 4% or $21,413 at 6%; with 50% employer match about $21,413 at 4% or $14,275 at 6%; with 100% employer match about $16,060 at 4% or $10,707 at 6%.
2006123$189,020$27,596$1,200iApproximate average salary by contribution assumption: employee only about $29,996 at 4% or $19,997 at 6%; with 50% employer match about $19,997 at 4% or $13,331 at 6%; with 100% employer match about $14,998 at 4% or $9,999 at 6%.
Surner Heating Co Inc 401(K) Profit Sharing Plan & Trust-23$189,020$27,596$1,200iApproximate average salary by contribution assumption: employee only about $29,996 at 4% or $19,997 at 6%; with 50% employer match about $19,997 at 4% or $13,331 at 6%; with 100% employer match about $14,998 at 4% or $9,999 at 6%.
2005122$147,244$145,131$6,597iApproximate average salary by contribution assumption: employee only about $164,922 at 4% or $109,948 at 6%; with 50% employer match about $109,948 at 4% or $73,298 at 6%; with 100% employer match about $82,461 at 4% or $54,974 at 6%.
Surner Heating Co Inc 401(K) Profit Sharing Plan & Trust-22$147,244$145,131$6,597iApproximate average salary by contribution assumption: employee only about $164,922 at 4% or $109,948 at 6%; with 50% employer match about $109,948 at 4% or $73,298 at 6%; with 100% employer match about $82,461 at 4% or $54,974 at 6%.