Fidelity bond in place
Not reported
Filing
D.J. Heating & Air Conditioning Inc. 401(K) Profit Sharing Plan and Trust
D.J. Heating & Air Conditioning Inc. • EIN 14-1547986 • Plan year 2001
Filing Insights
Participants
Up13 → 17
4 • 30.77%
Assets
No comparison- → -
No earlier value available.
Investment Management Fee
-
Admin expenses - • Total expenses -
Filing Details
Context- Pension payor EIN
- 94-3080771
Status Flags
Limited-scope audit performed
Not reported
Contributions transmitted on time
Not reported
Participant loans in default
Not reported
Leases in default
Not reported
Reportable party-in-interest issues
Not reported
Loss discovered during year
Not reported
Assets with undetermined value
Not reported
Non-cash contributions
Not reported
Assets held for investment
Not reported
5% transactions reported
Not reported
All plan assets distributed
Not reported
Benefits paid when due
Not reported
Plan blackout period
Not reported
Plan termination resolution adopted
Not reported
Counterparties
Company Timeline
This filing is highlighted inside the broader sponsor history.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 27 | $3,498,920 | $286,019 | $10,593iApproximate average salary by contribution assumption: employee only about $264,832 at 4% or $176,555 at 6%; with 50% employer match about $176,555 at 4% or $117,703 at 6%; with 100% employer match about $132,416 at 4% or $88,277 at 6%. |
| D.J. Heating & Air Conditioning Inc. 401(K) Profit Sharing Plan and Trust | - | 27 | $3,498,920 | $286,019 | $10,593iApproximate average salary by contribution assumption: employee only about $264,832 at 4% or $176,555 at 6%; with 50% employer match about $176,555 at 4% or $117,703 at 6%; with 100% employer match about $132,416 at 4% or $88,277 at 6%. |
| 2023 | 1 | 32 | $2,853,053 | $251,255 | $7,852iApproximate average salary by contribution assumption: employee only about $196,293 at 4% or $130,862 at 6%; with 50% employer match about $130,862 at 4% or $87,241 at 6%; with 100% employer match about $98,146 at 4% or $65,431 at 6%. |
| D.J. Heating & Air Conditioning Inc. 401(K) Profit Sharing Plan and Trust | - | 32 | $2,853,053 | $251,255 | $7,852iApproximate average salary by contribution assumption: employee only about $196,293 at 4% or $130,862 at 6%; with 50% employer match about $130,862 at 4% or $87,241 at 6%; with 100% employer match about $98,146 at 4% or $65,431 at 6%. |
| 2022 | 1 | 36 | $2,140,158 | $250,154 | $6,949iApproximate average salary by contribution assumption: employee only about $173,718 at 4% or $115,812 at 6%; with 50% employer match about $115,812 at 4% or $77,208 at 6%; with 100% employer match about $86,859 at 4% or $57,906 at 6%. |
| D.J. Heating & Air Conditioning Inc. 401(K) Profit Sharing Plan and Trust | - | 36 | $2,140,158 | $250,154 | $6,949iApproximate average salary by contribution assumption: employee only about $173,718 at 4% or $115,812 at 6%; with 50% employer match about $115,812 at 4% or $77,208 at 6%; with 100% employer match about $86,859 at 4% or $57,906 at 6%. |
| 2021 | 1 | 31 | $2,822,222 | $233,630 | $7,536iApproximate average salary by contribution assumption: employee only about $188,411 at 4% or $125,608 at 6%; with 50% employer match about $125,608 at 4% or $83,738 at 6%; with 100% employer match about $94,206 at 4% or $62,804 at 6%. |
| D.J. Heating & Air Conditioning Inc. 401(K) Profit Sharing Plan and Trust | - | 31 | $2,822,222 | $233,630 | $7,536iApproximate average salary by contribution assumption: employee only about $188,411 at 4% or $125,608 at 6%; with 50% employer match about $125,608 at 4% or $83,738 at 6%; with 100% employer match about $94,206 at 4% or $62,804 at 6%. |
| 2020 | 1 | 34 | $4,160,993 | $241,350 | $7,099iApproximate average salary by contribution assumption: employee only about $177,463 at 4% or $118,309 at 6%; with 50% employer match about $118,309 at 4% or $78,873 at 6%; with 100% employer match about $88,732 at 4% or $59,154 at 6%. |
| D.J. Heating & Air Conditioning Inc. 401(K) Profit Sharing Plan and Trust | - | 34 | $4,160,993 | $241,350 | $7,099iApproximate average salary by contribution assumption: employee only about $177,463 at 4% or $118,309 at 6%; with 50% employer match about $118,309 at 4% or $78,873 at 6%; with 100% employer match about $88,732 at 4% or $59,154 at 6%. |
| 2019 | 1 | 35 | $3,323,405 | $246,823 | $7,052iApproximate average salary by contribution assumption: employee only about $176,302 at 4% or $117,535 at 6%; with 50% employer match about $117,535 at 4% or $78,357 at 6%; with 100% employer match about $88,151 at 4% or $58,767 at 6%. |
| D.J. Heating & Air Conditioning Inc. 401(K) Profit Sharing Plan and Trust | - | 35 | $3,323,405 | $246,823 | $7,052iApproximate average salary by contribution assumption: employee only about $176,302 at 4% or $117,535 at 6%; with 50% employer match about $117,535 at 4% or $78,357 at 6%; with 100% employer match about $88,151 at 4% or $58,767 at 6%. |
| 2018 | 1 | 30 | $2,576,492 | $190,912 | $6,364iApproximate average salary by contribution assumption: employee only about $159,093 at 4% or $106,062 at 6%; with 50% employer match about $106,062 at 4% or $70,708 at 6%; with 100% employer match about $79,547 at 4% or $53,031 at 6%. |
| D.J. Heating & Air Conditioning Inc. 401(K) Profit Sharing Plan and Trust | - | 30 | $2,576,492 | $190,912 | $6,364iApproximate average salary by contribution assumption: employee only about $159,093 at 4% or $106,062 at 6%; with 50% employer match about $106,062 at 4% or $70,708 at 6%; with 100% employer match about $79,547 at 4% or $53,031 at 6%. |
| 2017 | 1 | 26 | $2,714,177 | $160,275 | $6,164iApproximate average salary by contribution assumption: employee only about $154,111 at 4% or $102,740 at 6%; with 50% employer match about $102,740 at 4% or $68,494 at 6%; with 100% employer match about $77,055 at 4% or $51,370 at 6%. |
| D.J. Heating & Air Conditioning Inc. 401(K) Profit Sharing Plan and Trust | - | 26 | $2,714,177 | $160,275 | $6,164iApproximate average salary by contribution assumption: employee only about $154,111 at 4% or $102,740 at 6%; with 50% employer match about $102,740 at 4% or $68,494 at 6%; with 100% employer match about $77,055 at 4% or $51,370 at 6%. |
| 2016 | 1 | 29 | $2,329,158 | $162,254 | $5,595iApproximate average salary by contribution assumption: employee only about $139,874 at 4% or $93,249 at 6%; with 50% employer match about $93,249 at 4% or $62,166 at 6%; with 100% employer match about $69,937 at 4% or $46,625 at 6%. |
| D.J. Heating & Air Conditioning Inc. 401(K) Profit Sharing Plan and Trust | - | 29 | $2,329,158 | $162,254 | $5,595iApproximate average salary by contribution assumption: employee only about $139,874 at 4% or $93,249 at 6%; with 50% employer match about $93,249 at 4% or $62,166 at 6%; with 100% employer match about $69,937 at 4% or $46,625 at 6%. |
| 2015 | 1 | 28 | $1,994,028 | $155,460 | $5,552iApproximate average salary by contribution assumption: employee only about $138,804 at 4% or $92,536 at 6%; with 50% employer match about $92,536 at 4% or $61,690 at 6%; with 100% employer match about $69,402 at 4% or $46,268 at 6%. |
| D.J. Heating & Air Conditioning Inc. 401(K) Profit Sharing Plan and Trust | - | 28 | $1,994,028 | $155,460 | $5,552iApproximate average salary by contribution assumption: employee only about $138,804 at 4% or $92,536 at 6%; with 50% employer match about $92,536 at 4% or $61,690 at 6%; with 100% employer match about $69,402 at 4% or $46,268 at 6%. |
| 2014 | 1 | 26 | $1,845,253 | $130,451 | $5,017iApproximate average salary by contribution assumption: employee only about $125,434 at 4% or $83,622 at 6%; with 50% employer match about $83,622 at 4% or $55,748 at 6%; with 100% employer match about $62,717 at 4% or $41,811 at 6%. |
| D.J. Heating & Air Conditioning Inc. 401(K) Profit Sharing Plan and Trust | - | 26 | $1,845,253 | $130,451 | $5,017iApproximate average salary by contribution assumption: employee only about $125,434 at 4% or $83,622 at 6%; with 50% employer match about $83,622 at 4% or $55,748 at 6%; with 100% employer match about $62,717 at 4% or $41,811 at 6%. |
| 2013 | 1 | 26 | $1,581,871 | $111,347 | $4,283iApproximate average salary by contribution assumption: employee only about $107,064 at 4% or $71,376 at 6%; with 50% employer match about $71,376 at 4% or $47,584 at 6%; with 100% employer match about $53,532 at 4% or $35,688 at 6%. |
| D.J. Heating & Air Conditioning Inc. 401(K) Profit Sharing Plan and Trust | - | 26 | $1,581,871 | $111,347 | $4,283iApproximate average salary by contribution assumption: employee only about $107,064 at 4% or $71,376 at 6%; with 50% employer match about $71,376 at 4% or $47,584 at 6%; with 100% employer match about $53,532 at 4% or $35,688 at 6%. |
| 2012 | 1 | 26 | $1,203,566 | $97,860 | $3,764iApproximate average salary by contribution assumption: employee only about $94,096 at 4% or $62,731 at 6%; with 50% employer match about $62,731 at 4% or $41,821 at 6%; with 100% employer match about $47,048 at 4% or $31,365 at 6%. |
| D.J. Heating & Air Conditioning Inc. 401(K) Profit Sharing Plan and Trust | - | 26 | $1,203,566 | $97,860 | $3,764iApproximate average salary by contribution assumption: employee only about $94,096 at 4% or $62,731 at 6%; with 50% employer match about $62,731 at 4% or $41,821 at 6%; with 100% employer match about $47,048 at 4% or $31,365 at 6%. |
| 2011 | 1 | 19 | $936,002 | $90,097 | $4,742iApproximate average salary by contribution assumption: employee only about $118,549 at 4% or $79,032 at 6%; with 50% employer match about $79,032 at 4% or $52,688 at 6%; with 100% employer match about $59,274 at 4% or $39,516 at 6%. |
| D.J. Heating & Air Conditioning Inc. 401(K) Profit Sharing Plan and Trust | - | 19 | $936,002 | $90,097 | $4,742iApproximate average salary by contribution assumption: employee only about $118,549 at 4% or $79,032 at 6%; with 50% employer match about $79,032 at 4% or $52,688 at 6%; with 100% employer match about $59,274 at 4% or $39,516 at 6%. |
| 2010 | 1 | 18 | $875,363 | $85,441 | $4,747iApproximate average salary by contribution assumption: employee only about $118,668 at 4% or $79,112 at 6%; with 50% employer match about $79,112 at 4% or $52,741 at 6%; with 100% employer match about $59,334 at 4% or $39,556 at 6%. |
| D.J. Heating & Air Conditioning Inc. 401(K) Profit Sharing Plan and Trust | - | 18 | $875,363 | $85,441 | $4,747iApproximate average salary by contribution assumption: employee only about $118,668 at 4% or $79,112 at 6%; with 50% employer match about $79,112 at 4% or $52,741 at 6%; with 100% employer match about $59,334 at 4% or $39,556 at 6%. |
| 2009 | 1 | 18 | $697,434 | $87,200 | $4,844iApproximate average salary by contribution assumption: employee only about $121,111 at 4% or $80,741 at 6%; with 50% employer match about $80,741 at 4% or $53,827 at 6%; with 100% employer match about $60,556 at 4% or $40,370 at 6%. |
| D.J. Heating & Air Conditioning Inc. 401(K) Profit Sharing Plan and Trust | - | 18 | $697,434 | $87,200 | $4,844iApproximate average salary by contribution assumption: employee only about $121,111 at 4% or $80,741 at 6%; with 50% employer match about $80,741 at 4% or $53,827 at 6%; with 100% employer match about $60,556 at 4% or $40,370 at 6%. |
| 2008 | 1 | 19 | $502,656 | $107,220 | $5,643iApproximate average salary by contribution assumption: employee only about $141,079 at 4% or $94,053 at 6%; with 50% employer match about $94,053 at 4% or $62,702 at 6%; with 100% employer match about $70,539 at 4% or $47,026 at 6%. |
| D.J. Heating & Air Conditioning Inc. 401(K) Profit Sharing Plan and Trust | - | 19 | $502,656 | $107,220 | $5,643iApproximate average salary by contribution assumption: employee only about $141,079 at 4% or $94,053 at 6%; with 50% employer match about $94,053 at 4% or $62,702 at 6%; with 100% employer match about $70,539 at 4% or $47,026 at 6%. |
| 2007 | 1 | 19 | $652,359 | $100,422 | $5,285iApproximate average salary by contribution assumption: employee only about $132,134 at 4% or $88,089 at 6%; with 50% employer match about $88,089 at 4% or $58,726 at 6%; with 100% employer match about $66,067 at 4% or $44,045 at 6%. |
| D.J. Heating & Air Conditioning Inc. 401(K) Profit Sharing Plan and Trust | - | 19 | $652,359 | $100,422 | $5,285iApproximate average salary by contribution assumption: employee only about $132,134 at 4% or $88,089 at 6%; with 50% employer match about $88,089 at 4% or $58,726 at 6%; with 100% employer match about $66,067 at 4% or $44,045 at 6%. |
| 2006 | 1 | 18 | $498,950 | $103,099 | $5,728iApproximate average salary by contribution assumption: employee only about $143,193 at 4% or $95,462 at 6%; with 50% employer match about $95,462 at 4% or $63,641 at 6%; with 100% employer match about $71,597 at 4% or $47,731 at 6%. |
| D.J. Heating & Air Conditioning Inc. 401(K) Profit Sharing Plan and Trust | - | 18 | $498,950 | $103,099 | $5,728iApproximate average salary by contribution assumption: employee only about $143,193 at 4% or $95,462 at 6%; with 50% employer match about $95,462 at 4% or $63,641 at 6%; with 100% employer match about $71,597 at 4% or $47,731 at 6%. |
| 2005 | 1 | 20 | $332,676 | $94,259 | $4,713iApproximate average salary by contribution assumption: employee only about $117,824 at 4% or $78,549 at 6%; with 50% employer match about $78,549 at 4% or $52,366 at 6%; with 100% employer match about $58,912 at 4% or $39,275 at 6%. |
| D.J. Heating & Air Conditioning Inc. 401(K) Profit Sharing Plan and Trust | - | 20 | $332,676 | $94,259 | $4,713iApproximate average salary by contribution assumption: employee only about $117,824 at 4% or $78,549 at 6%; with 50% employer match about $78,549 at 4% or $52,366 at 6%; with 100% employer match about $58,912 at 4% or $39,275 at 6%. |
| 2004 | 1 | 19 | $236,433 | $27,824 | $1,464iApproximate average salary by contribution assumption: employee only about $36,611 at 4% or $24,407 at 6%; with 50% employer match about $24,407 at 4% or $16,271 at 6%; with 100% employer match about $18,305 at 4% or $12,204 at 6%. |
| D.J. Heating & Air Conditioning Inc. 401(K) Profit Sharing Plan and Trust | - | 19 | $236,433 | $27,824 | $1,464iApproximate average salary by contribution assumption: employee only about $36,611 at 4% or $24,407 at 6%; with 50% employer match about $24,407 at 4% or $16,271 at 6%; with 100% employer match about $18,305 at 4% or $12,204 at 6%. |
| 2003 | 1 | 16 | $219,712 | $98,042 | $6,128iApproximate average salary by contribution assumption: employee only about $153,191 at 4% or $102,127 at 6%; with 50% employer match about $102,127 at 4% or $68,085 at 6%; with 100% employer match about $76,595 at 4% or $51,064 at 6%. |
| D.J. Heating & Air Conditioning Inc. 401(K) Profit Sharing Plan and Trust | - | 16 | $219,712 | $98,042 | $6,128iApproximate average salary by contribution assumption: employee only about $153,191 at 4% or $102,127 at 6%; with 50% employer match about $102,127 at 4% or $68,085 at 6%; with 100% employer match about $76,595 at 4% or $51,064 at 6%. |
| 2002 | 1 | 21 | $122,317 | $75,126 | $3,577iApproximate average salary by contribution assumption: employee only about $89,436 at 4% or $59,624 at 6%; with 50% employer match about $59,624 at 4% or $39,749 at 6%; with 100% employer match about $44,718 at 4% or $29,812 at 6%. |
| D.J. Heating & Air Conditioning Inc. 401(K) Profit Sharing Plan and Trust | - | 21 | $122,317 | $75,126 | $3,577iApproximate average salary by contribution assumption: employee only about $89,436 at 4% or $59,624 at 6%; with 50% employer match about $59,624 at 4% or $39,749 at 6%; with 100% employer match about $44,718 at 4% or $29,812 at 6%. |
| 2001 | 1 | 17 | $0 | $0 | - |
| D.J. Heating & Air Conditioning Inc. 401(K) Profit Sharing Plan and Trust | Current | 17 | - | - | - |
| 2000 | 1 | 21 | $11,846 | $13,011 | $620iApproximate average salary by contribution assumption: employee only about $15,489 at 4% or $10,326 at 6%; with 50% employer match about $10,326 at 4% or $6,884 at 6%; with 100% employer match about $7,745 at 4% or $5,163 at 6%. |
| D.J. Heating & Air Conditioning Inc. 401(K) Profit Sharing Plan and Trust | - | 21 | $11,846 | $13,011 | $620iApproximate average salary by contribution assumption: employee only about $15,489 at 4% or $10,326 at 6%; with 50% employer match about $10,326 at 4% or $6,884 at 6%; with 100% employer match about $7,745 at 4% or $5,163 at 6%. |
Schedule Details
Schedule D
- Row 1
- Filing Id
- 84037100347313
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 1020373100347060002
- Row 2
- Filing Id
- 84037100347313
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 1020373100347060002
- DFE P1 Entity 01 Name
- STABLE RETURN FUND
- DFE P1 Spons 01 Name
- WELLS FARGO & CO
- DFE P1 Plan 01 EIN Plan number
- 522251296001
- DFE P1 Entity 01 Code
- C
- DFE P1 Plan Interest End of year 01 Amount
- $45,547
- Row 3
- Filing Id
- 84037100347313
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 1
- Image Form Id
- 1020373100347060002
- DFE P1 Entity 01 Name
- WELLS FARGO S&P 500 STOCK
- DFE P1 Spons 01 Name
- WELLS FARGO & CO
- DFE P1 Plan 01 EIN Plan number
- 943224212001
- DFE P1 Entity 01 Code
- C
- DFE P1 Plan Interest End of year 01 Amount
- $70
- Row 4
- Filing Id
- 84037100347313
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 3
- Row Num
- 2
- Image Form Id
- 1020373100347060002
- DFE P1 Entity 01 Name
- WELLS FARGO BOND INDEX
- DFE P1 Spons 01 Name
- WELLS FARGO & CO
- DFE P1 Plan 01 EIN Plan number
- 943226243001
- DFE P1 Entity 01 Code
- C
- DFE P1 Plan Interest End of year 01 Amount
- $276
- Row 5
- Filing Id
- 84037100347313
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 4
- Row Num
- 3
- Image Form Id
- 1020373100347060002
- DFE P1 Entity 01 Name
- WELLS FARGO S&P MIDCAP
- DFE P1 Spons 01 Name
- WELLS FARGO & CO
- DFE P1 Plan 01 EIN Plan number
- 943224226001
- DFE P1 Entity 01 Code
- C
- DFE P1 Plan Interest End of year 01 Amount
- $53
- Row 6
- Filing Id
- 84037100347313
- Schedule D EIN
- 14-1547986
- Schedule D Plan number
- 001
- Schedule D Plan Year Begin Date
- 2001-01-01
- Schedule D Tax Period
- 20011231
Schedule R
Schedule R Pension Information
Retirement plan characteristics
Testing, payor, opinion-letter, and transfer information reported with the filing.
Pension & Payor
Payor EIN94-3080771
Transfers
Distributed property value$0
Schedule R source fields
- Payor 94-3080771
- Filing Id
- 84037100347313
- Schedule R EIN
- 14-1547986
- Schedule R Plan number
- 001
- Schedule R Plan Year Begin Date
- 2001-01-01
- Schedule R Tax Period
- 20011231
- Pension Value Dstrb Pd Property Amount
- $0
- Pension payor EIN
- 94-3080771
- Pension Bnft Distribution Sngl Sum Count
- 0
- Pension Employer Contribution Rqr Amount
- $0
- Pension Employer Contribution Paid Amount
- $0
- Pension Funding Deficiency Amount
- $0