Wooldridge Heating & Air, Inc.
Plan context: Wooldridge Heating & Air Inc. Employee Stock Ownership Plan and Trust
EIN 26-2037806 • 6 filings • 3 plans
Current Snapshot
Latest Year
2018
2018 Participants
44
2018 Assets
$2,434,430
2018 Contributions
$191,924
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 44 | $2,434,430 | $191,924 | $4,362iApproximate average salary by contribution assumption: employee only about $109,048 at 4% or $72,698 at 6%; with 50% employer match about $72,698 at 4% or $48,466 at 6%; with 100% employer match about $54,524 at 4% or $36,349 at 6%. |
| Wooldridge Heating & Air Inc. Employee Stock Ownership Plan and Trust | - | 44 | $2,434,430 | $191,924 | $4,362iApproximate average salary by contribution assumption: employee only about $109,048 at 4% or $72,698 at 6%; with 50% employer match about $72,698 at 4% or $48,466 at 6%; with 100% employer match about $54,524 at 4% or $36,349 at 6%. |
| 2011 | 1 | 38 | $666,892 | $0 | - |
| Wooldridge Heating & Air Inc. Employee Stock Ownership Plan and Trust | - | 38 | $666,892 | - | - |
| 2010 | 1 | 37 | $662,624 | $200,000 | $5,405iApproximate average salary by contribution assumption: employee only about $135,135 at 4% or $90,090 at 6%; with 50% employer match about $90,090 at 4% or $60,060 at 6%; with 100% employer match about $67,568 at 4% or $45,045 at 6%. |
| Wooldridge Heating & Air Inc. Employee Stock Ownership Plan and Trust | - | 37 | $662,624 | $200,000 | $5,405iApproximate average salary by contribution assumption: employee only about $135,135 at 4% or $90,090 at 6%; with 50% employer match about $90,090 at 4% or $60,060 at 6%; with 100% employer match about $67,568 at 4% or $45,045 at 6%. |
| 2009 | 1 | 41 | $457,755 | $200,000 | $4,878iApproximate average salary by contribution assumption: employee only about $121,951 at 4% or $81,301 at 6%; with 50% employer match about $81,301 at 4% or $54,201 at 6%; with 100% employer match about $60,976 at 4% or $40,650 at 6%. |
| Wooldridge Heating & Air Inc. Employee Stock Ownership Plan and Trust | - | 41 | $457,755 | $200,000 | $4,878iApproximate average salary by contribution assumption: employee only about $121,951 at 4% or $81,301 at 6%; with 50% employer match about $81,301 at 4% or $54,201 at 6%; with 100% employer match about $60,976 at 4% or $40,650 at 6%. |
| 2008 | 1 | 37 | $0 | $0 | - |
| Wooldridge Heating & Air Inc. Employee Stock Ownership Plan and Trust | - | 37 | - | - | - |
| 2007 | 1 | 45 | $150,000 | $150,000 | $3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |
| Wooldridge Heating & Air Inc. Employee Stock Ownership Plan and Trust | - | 45 | $150,000 | $150,000 | $3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |