Isaac Heating & Air Conditioning Inc
Plan context: Isaac Heating & Air Conditioning Inc. 401K Plan
EIN 16-0908242 • Rochester, NY • 46 filings • 13 plans
Current Snapshot
Latest Year
2024
2024 Participants
494
2024 Assets
$28,451,744
2024 Contributions
$3,596,079
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 494 | $0 | $0 | - |
| Isaac Heating & Air Conditioning Benefit Choice Plan | - | 494 | - | - | - |
| 2023 | 2 | 512 | $28,451,744 | $3,596,079 | $7,024iApproximate average salary by contribution assumption: employee only about $175,590 at 4% or $117,060 at 6%; with 50% employer match about $117,060 at 4% or $78,040 at 6%; with 100% employer match about $87,795 at 4% or $58,530 at 6%. |
| Isaac Heating & Air Conditioning Inc. 401K Plan | - | 512 | $28,451,744 | $3,596,079 | $7,024iApproximate average salary by contribution assumption: employee only about $175,590 at 4% or $117,060 at 6%; with 50% employer match about $117,060 at 4% or $78,040 at 6%; with 100% employer match about $87,795 at 4% or $58,530 at 6%. |
| Isaac Heating & Air Conditioning Benefit Choice Plan | - | 314 | - | - | - |
| 2022 | 2 | 461 | $23,588,779 | $2,109,876 | $4,577iApproximate average salary by contribution assumption: employee only about $114,418 at 4% or $76,279 at 6%; with 50% employer match about $76,279 at 4% or $50,853 at 6%; with 100% employer match about $57,209 at 4% or $38,139 at 6%. |
| Isaac Heating & Air Conditioning Inc. 401K Plan | - | 461 | $23,588,779 | $2,109,876 | $4,577iApproximate average salary by contribution assumption: employee only about $114,418 at 4% or $76,279 at 6%; with 50% employer match about $76,279 at 4% or $50,853 at 6%; with 100% employer match about $57,209 at 4% or $38,139 at 6%. |
| Isaac Heating & Air Conditioning Benefit Choice Plan | - | 452 | - | - | - |
| 2021 | 2 | 433 | $23,753,706 | $2,499,828 | $5,773iApproximate average salary by contribution assumption: employee only about $144,332 at 4% or $96,221 at 6%; with 50% employer match about $96,221 at 4% or $64,147 at 6%; with 100% employer match about $72,166 at 4% or $48,111 at 6%. |
| Isaac Heating & Air Conditioning Inc. 401K Plan | - | 433 | $23,753,706 | $2,499,828 | $5,773iApproximate average salary by contribution assumption: employee only about $144,332 at 4% or $96,221 at 6%; with 50% employer match about $96,221 at 4% or $64,147 at 6%; with 100% employer match about $72,166 at 4% or $48,111 at 6%. |
| Isaac Heating & Air Conditioning Benefit Choice Plan | - | 410 | - | - | - |
| 2020 | 2 | 369 | $24,682,749 | $2,548,895 | $6,908iApproximate average salary by contribution assumption: employee only about $172,689 at 4% or $115,126 at 6%; with 50% employer match about $115,126 at 4% or $76,751 at 6%; with 100% employer match about $86,345 at 4% or $57,563 at 6%. |
| Isaac Heating & Air Conditioning Inc. 401K Plan | - | 369 | $24,682,749 | $2,548,895 | $6,908iApproximate average salary by contribution assumption: employee only about $172,689 at 4% or $115,126 at 6%; with 50% employer match about $115,126 at 4% or $76,751 at 6%; with 100% employer match about $86,345 at 4% or $57,563 at 6%. |
| Isaac Heating & Air Conditioning Benefit Choice Plan | - | 310 | - | - | - |
| 2019 | 2 | 377 | $17,198,961 | $1,660,303 | $4,404iApproximate average salary by contribution assumption: employee only about $110,100 at 4% or $73,400 at 6%; with 50% employer match about $73,400 at 4% or $48,933 at 6%; with 100% employer match about $55,050 at 4% or $36,700 at 6%. |
| Isaac Heating & Air Conditioning Inc. 401K Plan | - | 377 | $17,198,961 | $1,660,303 | $4,404iApproximate average salary by contribution assumption: employee only about $110,100 at 4% or $73,400 at 6%; with 50% employer match about $73,400 at 4% or $48,933 at 6%; with 100% employer match about $55,050 at 4% or $36,700 at 6%. |
| Isaac Heating & Air Conditioning Benefit Choice Plan | - | 307 | - | - | - |
| 2018 | 2 | 359 | $17,704,613 | $1,619,505 | $4,511iApproximate average salary by contribution assumption: employee only about $112,779 at 4% or $75,186 at 6%; with 50% employer match about $75,186 at 4% or $50,124 at 6%; with 100% employer match about $56,389 at 4% or $37,593 at 6%. |
| Isaac Heating & Air Conditioning Inc. 401K Plan | - | 359 | $17,704,613 | $1,619,505 | $4,511iApproximate average salary by contribution assumption: employee only about $112,779 at 4% or $75,186 at 6%; with 50% employer match about $75,186 at 4% or $50,124 at 6%; with 100% employer match about $56,389 at 4% or $37,593 at 6%. |
| Isaac Heating & Air Conditioning Benefit Choice Plan | - | 299 | - | - | - |
| 2017 | 2 | 338 | $15,815,842 | $1,367,421 | $4,046iApproximate average salary by contribution assumption: employee only about $101,141 at 4% or $67,427 at 6%; with 50% employer match about $67,427 at 4% or $44,951 at 6%; with 100% employer match about $50,570 at 4% or $33,714 at 6%. |
| Isaac Heating & Air Conditioning Inc. 401K Plan | - | 338 | $15,815,842 | $1,367,421 | $4,046iApproximate average salary by contribution assumption: employee only about $101,141 at 4% or $67,427 at 6%; with 50% employer match about $67,427 at 4% or $44,951 at 6%; with 100% employer match about $50,570 at 4% or $33,714 at 6%. |
| Isaac Heating & Air Conditioning Benefit Choice Plan | - | 290 | - | - | - |
| 2016 | 2 | 309 | $13,955,431 | $1,318,068 | $4,266iApproximate average salary by contribution assumption: employee only about $106,640 at 4% or $71,093 at 6%; with 50% employer match about $71,093 at 4% or $47,395 at 6%; with 100% employer match about $53,320 at 4% or $35,547 at 6%. |
| Isaac Heating & Air Conditioning Inc. 401K Plan | - | 309 | $13,955,431 | $1,318,068 | $4,266iApproximate average salary by contribution assumption: employee only about $106,640 at 4% or $71,093 at 6%; with 50% employer match about $71,093 at 4% or $47,395 at 6%; with 100% employer match about $53,320 at 4% or $35,547 at 6%. |
| Isaac Heating & Air Conditioning Benefit Choice Plan | - | 192 | - | - | - |
| 2015 | 2 | 305 | $12,281,165 | $1,187,270 | $3,893iApproximate average salary by contribution assumption: employee only about $97,317 at 4% or $64,878 at 6%; with 50% employer match about $64,878 at 4% or $43,252 at 6%; with 100% employer match about $48,659 at 4% or $32,439 at 6%. |
| Isaac Heating & Air Conditioning Inc. 401K Plan | - | 305 | $12,281,165 | $1,187,270 | $3,893iApproximate average salary by contribution assumption: employee only about $97,317 at 4% or $64,878 at 6%; with 50% employer match about $64,878 at 4% or $43,252 at 6%; with 100% employer match about $48,659 at 4% or $32,439 at 6%. |
| Isaac Heating & Air Conditioning Benefit Choice Plan | - | 172 | - | - | - |
| 2014 | 2 | 304 | $12,456,601 | $1,133,319 | $3,728iApproximate average salary by contribution assumption: employee only about $93,201 at 4% or $62,134 at 6%; with 50% employer match about $62,134 at 4% or $41,422 at 6%; with 100% employer match about $46,600 at 4% or $31,067 at 6%. |
| Isaac Heating & Air Conditioning Inc. 401K Plan | - | 304 | $12,456,601 | $1,133,319 | $3,728iApproximate average salary by contribution assumption: employee only about $93,201 at 4% or $62,134 at 6%; with 50% employer match about $62,134 at 4% or $41,422 at 6%; with 100% employer match about $46,600 at 4% or $31,067 at 6%. |
| ISAAC HEATING AND AIR CONDITIONING BENEFIT CHOICE PLAN | - | 180 | - | - | - |
| 2013 | 2 | 234 | $11,326,140 | $1,056,645 | $4,516iApproximate average salary by contribution assumption: employee only about $112,889 at 4% or $75,260 at 6%; with 50% employer match about $75,260 at 4% or $50,173 at 6%; with 100% employer match about $56,445 at 4% or $37,630 at 6%. |
| Isaac Heating & Air Conditioning Inc. 401K Plan | - | 234 | $11,326,140 | $1,056,645 | $4,516iApproximate average salary by contribution assumption: employee only about $112,889 at 4% or $75,260 at 6%; with 50% employer match about $75,260 at 4% or $50,173 at 6%; with 100% employer match about $56,445 at 4% or $37,630 at 6%. |
| Isaac Heating & Air Conditioning Benefit Choice Plan | - | - | - | - | - |
| 2012 | 2 | 314 | $9,242,830 | $908,628 | $2,894iApproximate average salary by contribution assumption: employee only about $72,343 at 4% or $48,229 at 6%; with 50% employer match about $48,229 at 4% or $32,152 at 6%; with 100% employer match about $36,171 at 4% or $24,114 at 6%. |
| Isaac Heating & Air Conditioning Inc. 401K Plan | - | 208 | $9,242,830 | $908,628 | $4,368iApproximate average salary by contribution assumption: employee only about $109,210 at 4% or $72,807 at 6%; with 50% employer match about $72,807 at 4% or $48,538 at 6%; with 100% employer match about $54,605 at 4% or $36,403 at 6%. |
| ISAAC HEATING AND AIR CONDITIONING BENEFIT CHOICE PLAN | - | 314 | - | - | - |
| 2011 | 2 | 261 | $8,395,112 | $814,975 | $3,123iApproximate average salary by contribution assumption: employee only about $78,063 at 4% or $52,042 at 6%; with 50% employer match about $52,042 at 4% or $34,695 at 6%; with 100% employer match about $39,031 at 4% or $26,021 at 6%. |
| Isaac Heating & Air Conditioning Inc. 401K Plan | - | 222 | $8,395,112 | $814,975 | $3,671iApproximate average salary by contribution assumption: employee only about $91,776 at 4% or $61,184 at 6%; with 50% employer match about $61,184 at 4% or $40,790 at 6%; with 100% employer match about $45,888 at 4% or $30,592 at 6%. |
| ISAAC HEATING AND AIR CONDITIONING BENEFIT CHOICE PLAN | - | 261 | - | - | - |
| 2010 | 2 | 310 | $8,038,699 | $860,314 | $2,775iApproximate average salary by contribution assumption: employee only about $69,380 at 4% or $46,253 at 6%; with 50% employer match about $46,253 at 4% or $30,836 at 6%; with 100% employer match about $34,690 at 4% or $23,127 at 6%. |
| Isaac Heating & Air Conditioning Inc. 401K Plan | - | 179 | $8,038,699 | $860,314 | $4,806iApproximate average salary by contribution assumption: employee only about $120,156 at 4% or $80,104 at 6%; with 50% employer match about $80,104 at 4% or $53,402 at 6%; with 100% employer match about $60,078 at 4% or $40,052 at 6%. |
| ISAAC HEATING AND AIR CONDITIONING BENEFIT CHOICE PLAN | - | 310 | - | - | - |
| 2009 | 2 | 259 | $6,458,671 | $860,658 | $3,323iApproximate average salary by contribution assumption: employee only about $83,075 at 4% or $55,383 at 6%; with 50% employer match about $55,383 at 4% or $36,922 at 6%; with 100% employer match about $41,538 at 4% or $27,692 at 6%. |
| Isaac Heating & Air Conditioning Inc. 401K Plan | - | 165 | $6,458,671 | $860,658 | $5,216iApproximate average salary by contribution assumption: employee only about $130,403 at 4% or $86,935 at 6%; with 50% employer match about $86,935 at 4% or $57,957 at 6%; with 100% employer match about $65,201 at 4% or $43,468 at 6%. |
| Isaac Heating and Air Conditioning Benefit Choice Plan | - | 259 | - | - | - |
| 2008 | 2 | 155 | $4,816,751 | $0 | - |
| Isaac Heating & Air Conditioning Inc. 401K Plan | - | 155 | $4,816,751 | - | - |
| Isaac Heating and Air Conditioning Benefit Choice Plan | - | 154 | - | - | - |
| 2007 | 2 | 151 | $5,704,211 | $730,987 | $4,841iApproximate average salary by contribution assumption: employee only about $121,024 at 4% or $80,683 at 6%; with 50% employer match about $80,683 at 4% or $53,789 at 6%; with 100% employer match about $60,512 at 4% or $40,341 at 6%. |
| Isaac Heating & Air Conditioning Inc. 401K Plan | - | 151 | $5,704,211 | $730,987 | $4,841iApproximate average salary by contribution assumption: employee only about $121,024 at 4% or $80,683 at 6%; with 50% employer match about $80,683 at 4% or $53,789 at 6%; with 100% employer match about $60,512 at 4% or $40,341 at 6%. |
| Isaac Heating and Air Conditioning Benefit Choice Plan | - | 151 | - | - | - |
| 2006 | 2 | 149 | $5,117,775 | $648,934 | $4,355iApproximate average salary by contribution assumption: employee only about $108,882 at 4% or $72,588 at 6%; with 50% employer match about $72,588 at 4% or $48,392 at 6%; with 100% employer match about $54,441 at 4% or $36,294 at 6%. |
| Isaac Heating & Air Conditioning Inc. 401K Plan | - | 149 | $5,117,775 | $648,934 | $4,355iApproximate average salary by contribution assumption: employee only about $108,882 at 4% or $72,588 at 6%; with 50% employer match about $72,588 at 4% or $48,392 at 6%; with 100% employer match about $54,441 at 4% or $36,294 at 6%. |
| Isaac Heating and Air Conditioning Benefit Choice Plan | - | 131 | - | - | - |
| 2005 | 2 | 153 | $0 | $0 | - |
| Isaac Heating and Air Conditioning Benefit Choice Plan | - | 130 | - | - | - |
| Isaac Heating & Air Conditioning Inc. 401K Plan | - | 153 | - | - | - |
| 2004 | 2 | 117 | $3,822,829 | $504,778 | $4,314iApproximate average salary by contribution assumption: employee only about $107,859 at 4% or $71,906 at 6%; with 50% employer match about $71,906 at 4% or $47,937 at 6%; with 100% employer match about $53,929 at 4% or $35,953 at 6%. |
| Isaac Heating & Air Conditioning Inc. 401K Plan | - | 104 | $3,822,829 | $504,778 | $4,854iApproximate average salary by contribution assumption: employee only about $121,341 at 4% or $80,894 at 6%; with 50% employer match about $80,894 at 4% or $53,929 at 6%; with 100% employer match about $60,670 at 4% or $40,447 at 6%. |
| Isaac Heating and Air Conditioning Benefit Choice Plan | - | 117 | - | - | - |
| 2003 | 1 | 116 | $3,300,319 | $451,339 | $3,891iApproximate average salary by contribution assumption: employee only about $97,271 at 4% or $64,848 at 6%; with 50% employer match about $64,848 at 4% or $43,232 at 6%; with 100% employer match about $48,636 at 4% or $32,424 at 6%. |
| Isaac Heating & Air Conditioning Inc. 401K Plan | - | 116 | $3,300,319 | $451,339 | $3,891iApproximate average salary by contribution assumption: employee only about $97,271 at 4% or $64,848 at 6%; with 50% employer match about $64,848 at 4% or $43,232 at 6%; with 100% employer match about $48,636 at 4% or $32,424 at 6%. |
| 2002 | 1 | 100 | $0 | $0 | - |
| Isaac Heating & Air Conditioning Inc. 401K Plan | - | 100 | - | - | - |
| 2001 | 1 | 99 | $0 | $0 | - |
| Isaac Heating & Air Conditioning Inc. 401K Plan | - | 99 | - | - | - |
| 2000 | 1 | 95 | $0 | $0 | - |
| Isaac Heating & Air Conditioning Inc. 401K Plan | - | 95 | - | - | - |
| 1999 | 1 | 74 | $2,446,272 | $285,640 | $3,860iApproximate average salary by contribution assumption: employee only about $96,500 at 4% or $64,333 at 6%; with 50% employer match about $64,333 at 4% or $42,889 at 6%; with 100% employer match about $48,250 at 4% or $32,167 at 6%. |
| Isaac Heating & Air Conditioning Inc. 401K Plan | - | 74 | $2,446,272 | $285,640 | $3,860iApproximate average salary by contribution assumption: employee only about $96,500 at 4% or $64,333 at 6%; with 50% employer match about $64,333 at 4% or $42,889 at 6%; with 100% employer match about $48,250 at 4% or $32,167 at 6%. |