Dale Sims Inc Heating & Air
Plan context: Dale Sims Inc Heating & Air 401(K) Profit Sharing Plan & Trust
EIN 26-1895588 • Chamblee, GA • 19 filings • 5 plans
Current Snapshot
Latest Year
2025
2025 Participants
9
2025 Assets
$866,070
2025 Contributions
$70,193
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 9 | $866,070 | $70,193 | $7,799iApproximate average salary by contribution assumption: employee only about $194,981 at 4% or $129,987 at 6%; with 50% employer match about $129,987 at 4% or $86,658 at 6%; with 100% employer match about $97,490 at 4% or $64,994 at 6%. |
| Dale Sims Inc Heating & Air 401(K) Profit Sharing Plan & Trust | - | 9 | $866,070 | $70,193 | $7,799iApproximate average salary by contribution assumption: employee only about $194,981 at 4% or $129,987 at 6%; with 50% employer match about $129,987 at 4% or $86,658 at 6%; with 100% employer match about $97,490 at 4% or $64,994 at 6%. |
| 2024 | 1 | 9 | $773,697 | $72,111 | $8,012iApproximate average salary by contribution assumption: employee only about $200,308 at 4% or $133,539 at 6%; with 50% employer match about $133,539 at 4% or $89,026 at 6%; with 100% employer match about $100,154 at 4% or $66,769 at 6%. |
| Dale Sims Inc Heating & Air 401(K) Profit Sharing Plan & Trust | - | 9 | $773,697 | $72,111 | $8,012iApproximate average salary by contribution assumption: employee only about $200,308 at 4% or $133,539 at 6%; with 50% employer match about $133,539 at 4% or $89,026 at 6%; with 100% employer match about $100,154 at 4% or $66,769 at 6%. |
| 2023 | 2 | 10 | $924,599 | $136,642 | $13,664iApproximate average salary by contribution assumption: employee only about $341,605 at 4% or $227,737 at 6%; with 50% employer match about $227,737 at 4% or $151,824 at 6%; with 100% employer match about $170,803 at 4% or $113,868 at 6%. |
| Dale Sims Inc Heating & Air 401(K) Profit Sharing Plan & Trust | - | 10 | $917,786 | $64,293 | $6,429iApproximate average salary by contribution assumption: employee only about $160,733 at 4% or $107,155 at 6%; with 50% employer match about $107,155 at 4% or $71,437 at 6%; with 100% employer match about $80,366 at 4% or $53,578 at 6%. |
| DALE SIMS, INC. GCF BENEFIT PLAN | - | 8 | $6,813 | $72,349 | $9,044iApproximate average salary by contribution assumption: employee only about $226,091 at 4% or $150,727 at 6%; with 50% employer match about $150,727 at 4% or $100,485 at 6%; with 100% employer match about $113,045 at 4% or $75,364 at 6%. |
| 2022 | 2 | 9 | $711,152 | $99,682 | $11,076iApproximate average salary by contribution assumption: employee only about $276,894 at 4% or $184,596 at 6%; with 50% employer match about $184,596 at 4% or $123,064 at 6%; with 100% employer match about $138,447 at 4% or $92,298 at 6%. |
| Dale Sims Inc Heating & Air 401(K) Profit Sharing Plan & Trust | - | 9 | $706,498 | $37,190 | $4,132iApproximate average salary by contribution assumption: employee only about $103,306 at 4% or $68,870 at 6%; with 50% employer match about $68,870 at 4% or $45,914 at 6%; with 100% employer match about $51,653 at 4% or $34,435 at 6%. |
| DALE SIMS, INC. GCF BENEFIT PLAN | - | 8 | $4,654 | $62,492 | $7,812iApproximate average salary by contribution assumption: employee only about $195,288 at 4% or $130,192 at 6%; with 50% employer match about $130,192 at 4% or $86,794 at 6%; with 100% employer match about $97,644 at 4% or $65,096 at 6%. |
| 2021 | 2 | 10 | $863,360 | $118,385 | $11,839iApproximate average salary by contribution assumption: employee only about $295,963 at 4% or $197,308 at 6%; with 50% employer match about $197,308 at 4% or $131,539 at 6%; with 100% employer match about $147,981 at 4% or $98,654 at 6%. |
| Dale Sims Inc Heating & Air 401(K) Profit Sharing Plan & Trust | - | 10 | $860,535 | $60,233 | $6,023iApproximate average salary by contribution assumption: employee only about $150,583 at 4% or $100,388 at 6%; with 50% employer match about $100,388 at 4% or $66,926 at 6%; with 100% employer match about $75,291 at 4% or $50,194 at 6%. |
| DALE SIMS, INC. GCF BENEFIT PLAN | - | 8 | $2,825 | $58,152 | $7,269iApproximate average salary by contribution assumption: employee only about $181,725 at 4% or $121,150 at 6%; with 50% employer match about $121,150 at 4% or $80,767 at 6%; with 100% employer match about $90,863 at 4% or $60,575 at 6%. |
| 2020 | 1 | 13 | $678,735 | $15,301 | $1,177iApproximate average salary by contribution assumption: employee only about $29,425 at 4% or $19,617 at 6%; with 50% employer match about $19,617 at 4% or $13,078 at 6%; with 100% employer match about $14,713 at 4% or $9,808 at 6%. |
| Dale Sims Inc Heating & Air 401(K) Profit Sharing Plan & Trust | - | 13 | $678,735 | $15,301 | $1,177iApproximate average salary by contribution assumption: employee only about $29,425 at 4% or $19,617 at 6%; with 50% employer match about $19,617 at 4% or $13,078 at 6%; with 100% employer match about $14,713 at 4% or $9,808 at 6%. |
| 2019 | 1 | 13 | $602,090 | $71,195 | $5,477iApproximate average salary by contribution assumption: employee only about $136,913 at 4% or $91,276 at 6%; with 50% employer match about $91,276 at 4% or $60,850 at 6%; with 100% employer match about $68,457 at 4% or $45,638 at 6%. |
| Dale Sims Inc Heating & Air 401(K) Profit Sharing Plan & Trust | - | 13 | $602,090 | $71,195 | $5,477iApproximate average salary by contribution assumption: employee only about $136,913 at 4% or $91,276 at 6%; with 50% employer match about $91,276 at 4% or $60,850 at 6%; with 100% employer match about $68,457 at 4% or $45,638 at 6%. |
| 2018 | 1 | 4 | $435,336 | $3,744 | $936iApproximate average salary by contribution assumption: employee only about $23,400 at 4% or $15,600 at 6%; with 50% employer match about $15,600 at 4% or $10,400 at 6%; with 100% employer match about $11,700 at 4% or $7,800 at 6%. |
| Dale Sims Inc Heating & Air 401(K) Profit Sharing Plan & Trust | - | 4 | $435,336 | $3,744 | $936iApproximate average salary by contribution assumption: employee only about $23,400 at 4% or $15,600 at 6%; with 50% employer match about $15,600 at 4% or $10,400 at 6%; with 100% employer match about $11,700 at 4% or $7,800 at 6%. |
| 2017 | 1 | 4 | $464,474 | $4,522 | $1,131iApproximate average salary by contribution assumption: employee only about $28,263 at 4% or $18,842 at 6%; with 50% employer match about $18,842 at 4% or $12,561 at 6%; with 100% employer match about $14,131 at 4% or $9,421 at 6%. |
| Dale Sims Inc Heating & Air 401(K) Profit Sharing Plan & Trust | - | 4 | $464,474 | $4,522 | $1,131iApproximate average salary by contribution assumption: employee only about $28,263 at 4% or $18,842 at 6%; with 50% employer match about $18,842 at 4% or $12,561 at 6%; with 100% employer match about $14,131 at 4% or $9,421 at 6%. |
| 2016 | 1 | 4 | $390,011 | $66,103 | $16,526iApproximate average salary by contribution assumption: employee only about $413,144 at 4% or $275,429 at 6%; with 50% employer match about $275,429 at 4% or $183,619 at 6%; with 100% employer match about $206,572 at 4% or $137,715 at 6%. |
| Dale Sims Inc Heating & Air 401(K) Profit Sharing Plan & Trust | - | 4 | $390,011 | $66,103 | $16,526iApproximate average salary by contribution assumption: employee only about $413,144 at 4% or $275,429 at 6%; with 50% employer match about $275,429 at 4% or $183,619 at 6%; with 100% employer match about $206,572 at 4% or $137,715 at 6%. |
| 2015 | 1 | 4 | $290,714 | $62,860 | $15,715iApproximate average salary by contribution assumption: employee only about $392,875 at 4% or $261,917 at 6%; with 50% employer match about $261,917 at 4% or $174,611 at 6%; with 100% employer match about $196,438 at 4% or $130,958 at 6%. |
| Dale Sims Inc Heating & Air 401(K) Profit Sharing Plan & Trust | - | 4 | $290,714 | $62,860 | $15,715iApproximate average salary by contribution assumption: employee only about $392,875 at 4% or $261,917 at 6%; with 50% employer match about $261,917 at 4% or $174,611 at 6%; with 100% employer match about $196,438 at 4% or $130,958 at 6%. |
| 2014 | 1 | 4 | $231,250 | $61,655 | $15,414iApproximate average salary by contribution assumption: employee only about $385,344 at 4% or $256,896 at 6%; with 50% employer match about $256,896 at 4% or $171,264 at 6%; with 100% employer match about $192,672 at 4% or $128,448 at 6%. |
| Dale Sims Inc Heating & Air 401(K) Profit Sharing Plan & Trust | - | 4 | $231,250 | $61,655 | $15,414iApproximate average salary by contribution assumption: employee only about $385,344 at 4% or $256,896 at 6%; with 50% employer match about $256,896 at 4% or $171,264 at 6%; with 100% employer match about $192,672 at 4% or $128,448 at 6%. |
| 2013 | 1 | 16 | $156,323 | $2,239 | $140iApproximate average salary by contribution assumption: employee only about $3,498 at 4% or $2,332 at 6%; with 50% employer match about $2,332 at 4% or $1,555 at 6%; with 100% employer match about $1,749 at 4% or $1,166 at 6%. |
| Dale Sims Inc Heating & Air 401(K) Profit Sharing Plan & Trust | - | 16 | $156,323 | $2,239 | $140iApproximate average salary by contribution assumption: employee only about $3,498 at 4% or $2,332 at 6%; with 50% employer match about $2,332 at 4% or $1,555 at 6%; with 100% employer match about $1,749 at 4% or $1,166 at 6%. |
| 2012 | 1 | 4 | $98,635 | $4,203 | $1,051iApproximate average salary by contribution assumption: employee only about $26,269 at 4% or $17,513 at 6%; with 50% employer match about $17,513 at 4% or $11,675 at 6%; with 100% employer match about $13,134 at 4% or $8,756 at 6%. |
| Dale Sims Inc Heating & Air 401(K) Profit Sharing Plan & Trust | - | 4 | $98,635 | $4,203 | $1,051iApproximate average salary by contribution assumption: employee only about $26,269 at 4% or $17,513 at 6%; with 50% employer match about $17,513 at 4% or $11,675 at 6%; with 100% employer match about $13,134 at 4% or $8,756 at 6%. |
| 2011 | 1 | 4 | $85,883 | $32,441 | $8,110iApproximate average salary by contribution assumption: employee only about $202,756 at 4% or $135,171 at 6%; with 50% employer match about $135,171 at 4% or $90,114 at 6%; with 100% employer match about $101,378 at 4% or $67,585 at 6%. |
| Dale Sims Inc Heating & Air 401(K) Profit Sharing Plan & Trust | - | 4 | $85,883 | $32,441 | $8,110iApproximate average salary by contribution assumption: employee only about $202,756 at 4% or $135,171 at 6%; with 50% employer match about $135,171 at 4% or $90,114 at 6%; with 100% employer match about $101,378 at 4% or $67,585 at 6%. |
| 2010 | 1 | 3 | $58,365 | $58,341 | $19,447iApproximate average salary by contribution assumption: employee only about $486,175 at 4% or $324,117 at 6%; with 50% employer match about $324,117 at 4% or $216,078 at 6%; with 100% employer match about $243,088 at 4% or $162,058 at 6%. |
| Dale Sims Inc Heating & Air 401(K) Profit Sharing Plan & Trust | - | 3 | $58,365 | $58,341 | $19,447iApproximate average salary by contribution assumption: employee only about $486,175 at 4% or $324,117 at 6%; with 50% employer match about $324,117 at 4% or $216,078 at 6%; with 100% employer match about $243,088 at 4% or $162,058 at 6%. |