Civic Intelligence

Concord Heating and Air Condit

Plan context: Concord Heating Air Conditio 401 K Profit Sharing Plan Trust

EIN 20-0840897 • Concord, MA • 11 filings • 2 plans

29 Damon StreetConcord, MA 01742
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$1,007,926

2024 Contributions

$52,516

Historical Graphs

Total Assets Over Time

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

$1,007,926$503,963$0201420192024YearValue
$1,007,926Latest year 2024

Participants Over Time

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

1050201420192024YearValue
9Latest 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
202419$1,007,926$52,516$5,835iApproximate average salary by contribution assumption: employee only about $145,878 at 4% or $97,252 at 6%; with 50% employer match about $97,252 at 4% or $64,835 at 6%; with 100% employer match about $72,939 at 4% or $48,626 at 6%.
Concord Heating Air Conditio 401 K Profit Sharing Plan Trust-9$1,007,926$52,516$5,835iApproximate average salary by contribution assumption: employee only about $145,878 at 4% or $97,252 at 6%; with 50% employer match about $97,252 at 4% or $64,835 at 6%; with 100% employer match about $72,939 at 4% or $48,626 at 6%.
2023110$813,463$43,153$4,315iApproximate average salary by contribution assumption: employee only about $107,883 at 4% or $71,922 at 6%; with 50% employer match about $71,922 at 4% or $47,948 at 6%; with 100% employer match about $53,941 at 4% or $35,961 at 6%.
Concord Heating Air Conditio 401 K Profit Sharing Plan Trust-10$813,463$43,153$4,315iApproximate average salary by contribution assumption: employee only about $107,883 at 4% or $71,922 at 6%; with 50% employer match about $71,922 at 4% or $47,948 at 6%; with 100% employer match about $53,941 at 4% or $35,961 at 6%.
202219$618,030$39,239$4,360iApproximate average salary by contribution assumption: employee only about $108,997 at 4% or $72,665 at 6%; with 50% employer match about $72,665 at 4% or $48,443 at 6%; with 100% employer match about $54,499 at 4% or $36,332 at 6%.
Concord Heating Air Conditio 401 K Profit Sharing Plan Trust-9$618,030$39,239$4,360iApproximate average salary by contribution assumption: employee only about $108,997 at 4% or $72,665 at 6%; with 50% employer match about $72,665 at 4% or $48,443 at 6%; with 100% employer match about $54,499 at 4% or $36,332 at 6%.
202118$761,476$62,595$7,824iApproximate average salary by contribution assumption: employee only about $195,609 at 4% or $130,406 at 6%; with 50% employer match about $130,406 at 4% or $86,938 at 6%; with 100% employer match about $97,805 at 4% or $65,203 at 6%.
Concord Heating Air Conditio 401 K Profit Sharing Plan Trust-8$761,476$62,595$7,824iApproximate average salary by contribution assumption: employee only about $195,609 at 4% or $130,406 at 6%; with 50% employer match about $130,406 at 4% or $86,938 at 6%; with 100% employer match about $97,805 at 4% or $65,203 at 6%.
202017$600,471$43,489$6,213iApproximate average salary by contribution assumption: employee only about $155,318 at 4% or $103,545 at 6%; with 50% employer match about $103,545 at 4% or $69,030 at 6%; with 100% employer match about $77,659 at 4% or $51,773 at 6%.
Concord Heating Air Conditio 401 K Profit Sharing Plan Trust-7$600,471$43,489$6,213iApproximate average salary by contribution assumption: employee only about $155,318 at 4% or $103,545 at 6%; with 50% employer match about $103,545 at 4% or $69,030 at 6%; with 100% employer match about $77,659 at 4% or $51,773 at 6%.
201917$475,855$37,389$5,341iApproximate average salary by contribution assumption: employee only about $133,532 at 4% or $89,021 at 6%; with 50% employer match about $89,021 at 4% or $59,348 at 6%; with 100% employer match about $66,766 at 4% or $44,511 at 6%.
Concord Heating Air Conditio 401 K Profit Sharing Plan Trust-7$475,855$37,389$5,341iApproximate average salary by contribution assumption: employee only about $133,532 at 4% or $89,021 at 6%; with 50% employer match about $89,021 at 4% or $59,348 at 6%; with 100% employer match about $66,766 at 4% or $44,511 at 6%.
201817$360,535$49,166$7,024iApproximate average salary by contribution assumption: employee only about $175,593 at 4% or $117,062 at 6%; with 50% employer match about $117,062 at 4% or $78,041 at 6%; with 100% employer match about $87,796 at 4% or $58,531 at 6%.
Concord Heating Air Conditio 401 K Profit Sharing Plan Trust-7$360,535$49,166$7,024iApproximate average salary by contribution assumption: employee only about $175,593 at 4% or $117,062 at 6%; with 50% employer match about $117,062 at 4% or $78,041 at 6%; with 100% employer match about $87,796 at 4% or $58,531 at 6%.
201717$344,903$38,325$5,475iApproximate average salary by contribution assumption: employee only about $136,875 at 4% or $91,250 at 6%; with 50% employer match about $91,250 at 4% or $60,833 at 6%; with 100% employer match about $68,438 at 4% or $45,625 at 6%.
Concord Heating Air Conditio 401 K Profit Sharing Plan Trust-7$344,903$38,325$5,475iApproximate average salary by contribution assumption: employee only about $136,875 at 4% or $91,250 at 6%; with 50% employer match about $91,250 at 4% or $60,833 at 6%; with 100% employer match about $68,438 at 4% or $45,625 at 6%.
201617$248,061$28,181$4,026iApproximate average salary by contribution assumption: employee only about $100,646 at 4% or $67,098 at 6%; with 50% employer match about $67,098 at 4% or $44,732 at 6%; with 100% employer match about $50,323 at 4% or $33,549 at 6%.
Concord Heating Air Conditio 401 K Profit Sharing Plan Trust-7$248,061$28,181$4,026iApproximate average salary by contribution assumption: employee only about $100,646 at 4% or $67,098 at 6%; with 50% employer match about $67,098 at 4% or $44,732 at 6%; with 100% employer match about $50,323 at 4% or $33,549 at 6%.
201516$205,654$199,499$33,250iApproximate average salary by contribution assumption: employee only about $831,246 at 4% or $554,164 at 6%; with 50% employer match about $554,164 at 4% or $369,443 at 6%; with 100% employer match about $415,623 at 4% or $277,082 at 6%.
Concord Heating Air Conditio 401 K Profit Sharing Plan Trust-6$205,654$199,499$33,250iApproximate average salary by contribution assumption: employee only about $831,246 at 4% or $554,164 at 6%; with 50% employer match about $554,164 at 4% or $369,443 at 6%; with 100% employer match about $415,623 at 4% or $277,082 at 6%.
201416$40,384$40,391$6,732iApproximate average salary by contribution assumption: employee only about $168,296 at 4% or $112,197 at 6%; with 50% employer match about $112,197 at 4% or $74,798 at 6%; with 100% employer match about $84,148 at 4% or $56,099 at 6%.
Concord Heating Air Conditio 401 K Profit Sharing Plan Trust-6$40,384$40,391$6,732iApproximate average salary by contribution assumption: employee only about $168,296 at 4% or $112,197 at 6%; with 50% employer match about $112,197 at 4% or $74,798 at 6%; with 100% employer match about $84,148 at 4% or $56,099 at 6%.