Civic Intelligence

Alicia Air Conditioning & Heating

Plan context: Alicia Air Conditioning & Heating 401(K) Retirement Savings Plan

EIN 22-0254444 • Lake Forest, CA • 12 filings • 1 plans

26824 Vista TerLake Forest, CA 92630-8116
Current Snapshot

Latest Year

2023

2023 Participants

19

2023 Assets

$1,552,322

2023 Contributions

$88,808

Historical Graphs

Total Assets Over Time

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

$1,929,662$964,831$0201120172023YearValue
$1,552,322Latest year 2023

Participants Over Time

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

23120201120172023YearValue
19Latest year 2023

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
2023119$1,552,322$88,808$4,674iApproximate average salary by contribution assumption: employee only about $116,853 at 4% or $77,902 at 6%; with 50% employer match about $77,902 at 4% or $51,935 at 6%; with 100% employer match about $58,426 at 4% or $38,951 at 6%.
Alicia Air Conditioning & Heating 401(K) Retirement Savings Plan-19$1,552,322$88,808$4,674iApproximate average salary by contribution assumption: employee only about $116,853 at 4% or $77,902 at 6%; with 50% employer match about $77,902 at 4% or $51,935 at 6%; with 100% employer match about $58,426 at 4% or $38,951 at 6%.
2022120$1,271,195$99,337$4,967iApproximate average salary by contribution assumption: employee only about $124,171 at 4% or $82,781 at 6%; with 50% employer match about $82,781 at 4% or $55,187 at 6%; with 100% employer match about $62,086 at 4% or $41,390 at 6%.
Alicia Air Conditioning & Heating 401(K) Retirement Savings Plan-20$1,271,195$99,337$4,967iApproximate average salary by contribution assumption: employee only about $124,171 at 4% or $82,781 at 6%; with 50% employer match about $82,781 at 4% or $55,187 at 6%; with 100% employer match about $62,086 at 4% or $41,390 at 6%.
2020121$1,929,662$98,736$4,702iApproximate average salary by contribution assumption: employee only about $117,543 at 4% or $78,362 at 6%; with 50% employer match about $78,362 at 4% or $52,241 at 6%; with 100% employer match about $58,771 at 4% or $39,181 at 6%.
Alicia Air Conditioning & Heating 401(K) Retirement Savings Plan-21$1,929,662$98,736$4,702iApproximate average salary by contribution assumption: employee only about $117,543 at 4% or $78,362 at 6%; with 50% employer match about $78,362 at 4% or $52,241 at 6%; with 100% employer match about $58,771 at 4% or $39,181 at 6%.
2019121$1,630,832$107,683$5,128iApproximate average salary by contribution assumption: employee only about $128,194 at 4% or $85,463 at 6%; with 50% employer match about $85,463 at 4% or $56,975 at 6%; with 100% employer match about $64,097 at 4% or $42,731 at 6%.
Alicia Air Conditioning & Heating 401(K) Retirement Savings Plan-21$1,630,832$107,683$5,128iApproximate average salary by contribution assumption: employee only about $128,194 at 4% or $85,463 at 6%; with 50% employer match about $85,463 at 4% or $56,975 at 6%; with 100% employer match about $64,097 at 4% or $42,731 at 6%.
2018120$1,245,715$117,808$5,890iApproximate average salary by contribution assumption: employee only about $147,260 at 4% or $98,173 at 6%; with 50% employer match about $98,173 at 4% or $65,449 at 6%; with 100% employer match about $73,630 at 4% or $49,087 at 6%.
Alicia Air Conditioning & Heating 401(K) Retirement Savings Plan-20$1,245,715$117,808$5,890iApproximate average salary by contribution assumption: employee only about $147,260 at 4% or $98,173 at 6%; with 50% employer match about $98,173 at 4% or $65,449 at 6%; with 100% employer match about $73,630 at 4% or $49,087 at 6%.
2017123$1,239,660$89,623$3,897iApproximate average salary by contribution assumption: employee only about $97,416 at 4% or $64,944 at 6%; with 50% employer match about $64,944 at 4% or $43,296 at 6%; with 100% employer match about $48,708 at 4% or $32,472 at 6%.
Alicia Air Conditioning & Heating 401(K) Retirement Savings Plan-23$1,239,660$89,623$3,897iApproximate average salary by contribution assumption: employee only about $97,416 at 4% or $64,944 at 6%; with 50% employer match about $64,944 at 4% or $43,296 at 6%; with 100% employer match about $48,708 at 4% or $32,472 at 6%.
2016115$1,002,967$78,511$5,234iApproximate average salary by contribution assumption: employee only about $130,852 at 4% or $87,234 at 6%; with 50% employer match about $87,234 at 4% or $58,156 at 6%; with 100% employer match about $65,426 at 4% or $43,617 at 6%.
Alicia Air Conditioning & Heating 401(K) Retirement Savings Plan-15$1,002,967$78,511$5,234iApproximate average salary by contribution assumption: employee only about $130,852 at 4% or $87,234 at 6%; with 50% employer match about $87,234 at 4% or $58,156 at 6%; with 100% employer match about $65,426 at 4% or $43,617 at 6%.
2015115$869,642$80,837$5,389iApproximate average salary by contribution assumption: employee only about $134,728 at 4% or $89,819 at 6%; with 50% employer match about $89,819 at 4% or $59,879 at 6%; with 100% employer match about $67,364 at 4% or $44,909 at 6%.
Alicia Air Conditioning & Heating 401(K) Retirement Savings Plan-15$869,642$80,837$5,389iApproximate average salary by contribution assumption: employee only about $134,728 at 4% or $89,819 at 6%; with 50% employer match about $89,819 at 4% or $59,879 at 6%; with 100% employer match about $67,364 at 4% or $44,909 at 6%.
2014114$856,369$55,032$3,931iApproximate average salary by contribution assumption: employee only about $98,271 at 4% or $65,514 at 6%; with 50% employer match about $65,514 at 4% or $43,676 at 6%; with 100% employer match about $49,136 at 4% or $32,757 at 6%.
Alicia Air Conditioning & Heating 401(K) Retirement Savings Plan-14$856,369$55,032$3,931iApproximate average salary by contribution assumption: employee only about $98,271 at 4% or $65,514 at 6%; with 50% employer match about $65,514 at 4% or $43,676 at 6%; with 100% employer match about $49,136 at 4% or $32,757 at 6%.
2013115$775,652$47,751$3,183iApproximate average salary by contribution assumption: employee only about $79,585 at 4% or $53,057 at 6%; with 50% employer match about $53,057 at 4% or $35,371 at 6%; with 100% employer match about $39,793 at 4% or $26,528 at 6%.
Alicia Air Conditioning & Heating 401(K) Retirement Savings Plan-15$775,652$47,751$3,183iApproximate average salary by contribution assumption: employee only about $79,585 at 4% or $53,057 at 6%; with 50% employer match about $53,057 at 4% or $35,371 at 6%; with 100% employer match about $39,793 at 4% or $26,528 at 6%.
2012115$626,036$46,440$3,096iApproximate average salary by contribution assumption: employee only about $77,400 at 4% or $51,600 at 6%; with 50% employer match about $51,600 at 4% or $34,400 at 6%; with 100% employer match about $38,700 at 4% or $25,800 at 6%.
Alicia Air Conditioning & Heating 401(K) Retirement Savings Plan-15$626,036$46,440$3,096iApproximate average salary by contribution assumption: employee only about $77,400 at 4% or $51,600 at 6%; with 50% employer match about $51,600 at 4% or $34,400 at 6%; with 100% employer match about $38,700 at 4% or $25,800 at 6%.
2011114$543,968$38,639$2,760iApproximate average salary by contribution assumption: employee only about $68,998 at 4% or $45,999 at 6%; with 50% employer match about $45,999 at 4% or $30,666 at 6%; with 100% employer match about $34,499 at 4% or $22,999 at 6%.
Alicia Air Conditioning & Heating 401(K) Retirement Savings Plan-14$543,968$38,639$2,760iApproximate average salary by contribution assumption: employee only about $68,998 at 4% or $45,999 at 6%; with 50% employer match about $45,999 at 4% or $30,666 at 6%; with 100% employer match about $34,499 at 4% or $22,999 at 6%.