Civic Intelligence

John Betlem Heating & Cooling Inc.

Plan context: John Betlem Heating & Cooling Inc. Profit-Sharing Retirement Plan & Trust

EIN 16-0953956 • Rochester, NY • 24 filings • 5 plans

806 Linden AvenueRochester, NY 14625
Current Snapshot

Latest Year

2022

2022 Participants

71

2022 Assets

$5,746,742

2022 Contributions

$254,200

Historical Graphs

Total Assets Over Time

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

$5,928,034$2,964,017$0199920122021YearValue
$5,746,742Latest year 2021

Participants Over Time

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

73370199920102021YearValue
71Latest year 2021

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
202210$0$254,200-
John Betlem Heating & Cooling Inc. Profit-Sharing Retirement Plan & Trust-0$0$254,200-
2021171$5,746,742$386,797$5,448iApproximate average salary by contribution assumption: employee only about $136,196 at 4% or $90,797 at 6%; with 50% employer match about $90,797 at 4% or $60,532 at 6%; with 100% employer match about $68,098 at 4% or $45,399 at 6%.
John Betlem Heating & Cooling Inc. Profit-Sharing Retirement Plan & Trust-71$5,746,742$386,797$5,448iApproximate average salary by contribution assumption: employee only about $136,196 at 4% or $90,797 at 6%; with 50% employer match about $90,797 at 4% or $60,532 at 6%; with 100% employer match about $68,098 at 4% or $45,399 at 6%.
2020162$5,928,034$350,859$5,659iApproximate average salary by contribution assumption: employee only about $141,475 at 4% or $94,317 at 6%; with 50% employer match about $94,317 at 4% or $62,878 at 6%; with 100% employer match about $70,738 at 4% or $47,158 at 6%.
John Betlem Heating & Cooling Inc. Profit-Sharing Retirement Plan & Trust-62$5,928,034$350,859$5,659iApproximate average salary by contribution assumption: employee only about $141,475 at 4% or $94,317 at 6%; with 50% employer match about $94,317 at 4% or $62,878 at 6%; with 100% employer match about $70,738 at 4% or $47,158 at 6%.
2019161$5,598,031$232,216$3,807iApproximate average salary by contribution assumption: employee only about $95,170 at 4% or $63,447 at 6%; with 50% employer match about $63,447 at 4% or $42,298 at 6%; with 100% employer match about $47,585 at 4% or $31,723 at 6%.
John Betlem Heating & Cooling Inc. Profit-Sharing Retirement Plan & Trust-61$5,598,031$232,216$3,807iApproximate average salary by contribution assumption: employee only about $95,170 at 4% or $63,447 at 6%; with 50% employer match about $63,447 at 4% or $42,298 at 6%; with 100% employer match about $47,585 at 4% or $31,723 at 6%.
2018153$5,639,342$325,931$6,150iApproximate average salary by contribution assumption: employee only about $153,741 at 4% or $102,494 at 6%; with 50% employer match about $102,494 at 4% or $68,329 at 6%; with 100% employer match about $76,871 at 4% or $51,247 at 6%.
John Betlem Heating & Cooling Inc. Profit-Sharing Retirement Plan & Trust-53$5,639,342$325,931$6,150iApproximate average salary by contribution assumption: employee only about $153,741 at 4% or $102,494 at 6%; with 50% employer match about $102,494 at 4% or $68,329 at 6%; with 100% employer match about $76,871 at 4% or $51,247 at 6%.
2017165$5,064,184$231,519$3,562iApproximate average salary by contribution assumption: employee only about $89,046 at 4% or $59,364 at 6%; with 50% employer match about $59,364 at 4% or $39,576 at 6%; with 100% employer match about $44,523 at 4% or $29,682 at 6%.
John Betlem Heating & Cooling Inc. Profit-Sharing Retirement Plan & Trust-65$5,064,184$231,519$3,562iApproximate average salary by contribution assumption: employee only about $89,046 at 4% or $59,364 at 6%; with 50% employer match about $59,364 at 4% or $39,576 at 6%; with 100% employer match about $44,523 at 4% or $29,682 at 6%.
2016152$4,638,192$230,970$4,442iApproximate average salary by contribution assumption: employee only about $111,043 at 4% or $74,029 at 6%; with 50% employer match about $74,029 at 4% or $49,353 at 6%; with 100% employer match about $55,522 at 4% or $37,014 at 6%.
John Betlem Heating & Cooling Inc. Profit-Sharing Retirement Plan & Trust-52$4,638,192$230,970$4,442iApproximate average salary by contribution assumption: employee only about $111,043 at 4% or $74,029 at 6%; with 50% employer match about $74,029 at 4% or $49,353 at 6%; with 100% employer match about $55,522 at 4% or $37,014 at 6%.
2015155$4,031,820$201,314$3,660iApproximate average salary by contribution assumption: employee only about $91,506 at 4% or $61,004 at 6%; with 50% employer match about $61,004 at 4% or $40,669 at 6%; with 100% employer match about $45,753 at 4% or $30,502 at 6%.
John Betlem Heating & Cooling Inc. Profit-Sharing Retirement Plan & Trust-55$4,031,820$201,314$3,660iApproximate average salary by contribution assumption: employee only about $91,506 at 4% or $61,004 at 6%; with 50% employer match about $61,004 at 4% or $40,669 at 6%; with 100% employer match about $45,753 at 4% or $30,502 at 6%.
2014149$4,190,876$171,832$3,507iApproximate average salary by contribution assumption: employee only about $87,669 at 4% or $58,446 at 6%; with 50% employer match about $58,446 at 4% or $38,964 at 6%; with 100% employer match about $43,835 at 4% or $29,223 at 6%.
John Betlem Heating & Cooling Inc. Profit-Sharing Retirement Plan & Trust-49$4,190,876$171,832$3,507iApproximate average salary by contribution assumption: employee only about $87,669 at 4% or $58,446 at 6%; with 50% employer match about $58,446 at 4% or $38,964 at 6%; with 100% employer match about $43,835 at 4% or $29,223 at 6%.
2013153$4,121,424$164,764$3,109iApproximate average salary by contribution assumption: employee only about $77,719 at 4% or $51,813 at 6%; with 50% employer match about $51,813 at 4% or $34,542 at 6%; with 100% employer match about $38,859 at 4% or $25,906 at 6%.
John Betlem Heating & Cooling Inc. Profit-Sharing Retirement Plan & Trust-53$4,121,424$164,764$3,109iApproximate average salary by contribution assumption: employee only about $77,719 at 4% or $51,813 at 6%; with 50% employer match about $51,813 at 4% or $34,542 at 6%; with 100% employer match about $38,859 at 4% or $25,906 at 6%.
2012155$3,281,113$184,459$3,354iApproximate average salary by contribution assumption: employee only about $83,845 at 4% or $55,897 at 6%; with 50% employer match about $55,897 at 4% or $37,264 at 6%; with 100% employer match about $41,923 at 4% or $27,948 at 6%.
John Betlem Heating & Cooling Inc. Profit-Sharing Retirement Plan & Trust-55$3,281,113$184,459$3,354iApproximate average salary by contribution assumption: employee only about $83,845 at 4% or $55,897 at 6%; with 50% employer match about $55,897 at 4% or $37,264 at 6%; with 100% employer match about $41,923 at 4% or $27,948 at 6%.
2011167$3,281,196$188,842$2,819iApproximate average salary by contribution assumption: employee only about $70,463 at 4% or $46,976 at 6%; with 50% employer match about $46,976 at 4% or $31,317 at 6%; with 100% employer match about $35,232 at 4% or $23,488 at 6%.
John Betlem Heating & Cooling Inc. Profit-Sharing Retirement Plan & Trust-67$3,281,196$188,842$2,819iApproximate average salary by contribution assumption: employee only about $70,463 at 4% or $46,976 at 6%; with 50% employer match about $46,976 at 4% or $31,317 at 6%; with 100% employer match about $35,232 at 4% or $23,488 at 6%.
2010173$3,056,821$237,497$3,253iApproximate average salary by contribution assumption: employee only about $81,335 at 4% or $54,223 at 6%; with 50% employer match about $54,223 at 4% or $36,149 at 6%; with 100% employer match about $40,667 at 4% or $27,112 at 6%.
John Betlem Heating & Cooling Inc. Profit-Sharing Retirement Plan & Trust-73$3,056,821$237,497$3,253iApproximate average salary by contribution assumption: employee only about $81,335 at 4% or $54,223 at 6%; with 50% employer match about $54,223 at 4% or $36,149 at 6%; with 100% employer match about $40,667 at 4% or $27,112 at 6%.
2009169$2,340,758$240,682$3,488iApproximate average salary by contribution assumption: employee only about $87,204 at 4% or $58,136 at 6%; with 50% employer match about $58,136 at 4% or $38,757 at 6%; with 100% employer match about $43,602 at 4% or $29,068 at 6%.
John Betlem Heating & Cooling Inc. Profit-Sharing Retirement Plan & Trust-69$2,340,758$240,682$3,488iApproximate average salary by contribution assumption: employee only about $87,204 at 4% or $58,136 at 6%; with 50% employer match about $58,136 at 4% or $38,757 at 6%; with 100% employer match about $43,602 at 4% or $29,068 at 6%.
2008141$0$0-
John Betlem Heating & Cooling Inc. Profit-Sharing Retirement Plan & Trust-41---
2007135$0$0-
John Betlem Heating & Cooling Inc. Profit-Sharing Retirement Plan & Trust-35---
2006136$2,123,209$157,853$4,385iApproximate average salary by contribution assumption: employee only about $109,620 at 4% or $73,080 at 6%; with 50% employer match about $73,080 at 4% or $48,720 at 6%; with 100% employer match about $54,810 at 4% or $36,540 at 6%.
John Betlem Heating & Cooling Inc. Profit-Sharing Retirement Plan & Trust-36$2,123,209$157,853$4,385iApproximate average salary by contribution assumption: employee only about $109,620 at 4% or $73,080 at 6%; with 50% employer match about $73,080 at 4% or $48,720 at 6%; with 100% employer match about $54,810 at 4% or $36,540 at 6%.
2005130$1,716,484$152,264$5,075iApproximate average salary by contribution assumption: employee only about $126,887 at 4% or $84,591 at 6%; with 50% employer match about $84,591 at 4% or $56,394 at 6%; with 100% employer match about $63,443 at 4% or $42,296 at 6%.
John Betlem Heating & Cooling Inc. Profit-Sharing Retirement Plan & Trust-30$1,716,484$152,264$5,075iApproximate average salary by contribution assumption: employee only about $126,887 at 4% or $84,591 at 6%; with 50% employer match about $84,591 at 4% or $56,394 at 6%; with 100% employer match about $63,443 at 4% or $42,296 at 6%.
2004129$1,544,751$131,564$4,537iApproximate average salary by contribution assumption: employee only about $113,417 at 4% or $75,611 at 6%; with 50% employer match about $75,611 at 4% or $50,408 at 6%; with 100% employer match about $56,709 at 4% or $37,806 at 6%.
John Betlem Heating & Cooling Inc. Profit-Sharing Retirement Plan & Trust-29$1,544,751$131,564$4,537iApproximate average salary by contribution assumption: employee only about $113,417 at 4% or $75,611 at 6%; with 50% employer match about $75,611 at 4% or $50,408 at 6%; with 100% employer match about $56,709 at 4% or $37,806 at 6%.
2003128$1,768,448$172,618$6,165iApproximate average salary by contribution assumption: employee only about $154,123 at 4% or $102,749 at 6%; with 50% employer match about $102,749 at 4% or $68,499 at 6%; with 100% employer match about $77,062 at 4% or $51,374 at 6%.
John Betlem Heating & Cooling Inc. Profit-Sharing Retirement Plan & Trust-28$1,768,448$172,618$6,165iApproximate average salary by contribution assumption: employee only about $154,123 at 4% or $102,749 at 6%; with 50% employer match about $102,749 at 4% or $68,499 at 6%; with 100% employer match about $77,062 at 4% or $51,374 at 6%.
2002126$1,437,313$54,191$2,084iApproximate average salary by contribution assumption: employee only about $52,107 at 4% or $34,738 at 6%; with 50% employer match about $34,738 at 4% or $23,159 at 6%; with 100% employer match about $26,053 at 4% or $17,369 at 6%.
John Betlem Heating & Cooling Inc. Profit-Sharing Retirement Plan & Trust-26$1,437,313$54,191$2,084iApproximate average salary by contribution assumption: employee only about $52,107 at 4% or $34,738 at 6%; with 50% employer match about $34,738 at 4% or $23,159 at 6%; with 100% employer match about $26,053 at 4% or $17,369 at 6%.
2001122$0$0-
John Betlem Heating & Cooling Inc. Profit-Sharing Retirement Plan & Trust-22---
2000118$1,596,996$54,182$3,010iApproximate average salary by contribution assumption: employee only about $75,253 at 4% or $50,169 at 6%; with 50% employer match about $50,169 at 4% or $33,446 at 6%; with 100% employer match about $37,626 at 4% or $25,084 at 6%.
John Betlem Heating & Cooling Inc. Profit-Sharing Retirement Plan & Trust-18$1,596,996$54,182$3,010iApproximate average salary by contribution assumption: employee only about $75,253 at 4% or $50,169 at 6%; with 50% employer match about $50,169 at 4% or $33,446 at 6%; with 100% employer match about $37,626 at 4% or $25,084 at 6%.
1999122$1,715,359$91,820$4,174iApproximate average salary by contribution assumption: employee only about $104,341 at 4% or $69,561 at 6%; with 50% employer match about $69,561 at 4% or $46,374 at 6%; with 100% employer match about $52,170 at 4% or $34,780 at 6%.
John Betlem Heating & Cooling Inc. Profit-Sharing Retirement Plan & Trust-22$1,715,359$91,820$4,174iApproximate average salary by contribution assumption: employee only about $104,341 at 4% or $69,561 at 6%; with 50% employer match about $69,561 at 4% or $46,374 at 6%; with 100% employer match about $52,170 at 4% or $34,780 at 6%.