Civic Intelligence

Valley Comfort Heating & Air

Plan context: Valley Comfort Heating & Air Retirement Plan

EIN 27-3285903 • Santa Rosa, CA • 26 filings • 4 plans

1813 Ferdinand CourtSanta Rosa, CA 95404
Current Snapshot

Latest Year

2024

2024 Participants

18

2024 Assets

$484,179

2024 Contributions

$52,992

Historical Graphs

Total Assets Over Time

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

$771,219$385,610$0201120182024YearValue
$484,179Latest year 2024

Participants Over Time

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

30150201120182024YearValue
18Latest 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
2024118$484,179$52,992$2,944iApproximate average salary by contribution assumption: employee only about $73,600 at 4% or $49,067 at 6%; with 50% employer match about $49,067 at 4% or $32,711 at 6%; with 100% employer match about $36,800 at 4% or $24,533 at 6%.
Valley Comfort Heating & Air Retirement Plan-18$484,179$52,992$2,944iApproximate average salary by contribution assumption: employee only about $73,600 at 4% or $49,067 at 6%; with 50% employer match about $49,067 at 4% or $32,711 at 6%; with 100% employer match about $36,800 at 4% or $24,533 at 6%.
2023319$771,219$60,111$3,164iApproximate average salary by contribution assumption: employee only about $79,093 at 4% or $52,729 at 6%; with 50% employer match about $52,729 at 4% or $35,153 at 6%; with 100% employer match about $39,547 at 4% or $26,364 at 6%.
Valley Comfort Heating & Air Retirement Plan-10$500,865$60,111$6,011iApproximate average salary by contribution assumption: employee only about $150,278 at 4% or $100,185 at 6%; with 50% employer match about $100,185 at 4% or $66,790 at 6%; with 100% employer match about $75,139 at 4% or $50,093 at 6%.
VALLEY COMFORT HEATING & AIR, INC. RETIREMENT PLAN-10$139,321--
VALLEY COMFORT HEATING & AIR, INC. PROFIT SHARING PLAN-19$131,033--
2022322$599,850$97,179$4,417iApproximate average salary by contribution assumption: employee only about $110,431 at 4% or $73,620 at 6%; with 50% employer match about $73,620 at 4% or $49,080 at 6%; with 100% employer match about $55,215 at 4% or $36,810 at 6%.
Valley Comfort Heating & Air Retirement Plan-11$369,837$62,462$5,678iApproximate average salary by contribution assumption: employee only about $141,959 at 4% or $94,639 at 6%; with 50% employer match about $94,639 at 4% or $63,093 at 6%; with 100% employer match about $70,980 at 4% or $47,320 at 6%.
VALLEY COMFORT HEATING & AIR, INC. RETIREMENT PLAN-13$120,270$27,000$2,077iApproximate average salary by contribution assumption: employee only about $51,923 at 4% or $34,615 at 6%; with 50% employer match about $34,615 at 4% or $23,077 at 6%; with 100% employer match about $25,962 at 4% or $17,308 at 6%.
VALLEY COMFORT HEATING & AIR, INC. PROFIT SHARING PLAN-22$109,743$7,717$351iApproximate average salary by contribution assumption: employee only about $8,769 at 4% or $5,846 at 6%; with 50% employer match about $5,846 at 4% or $3,897 at 6%; with 100% employer match about $4,385 at 4% or $2,923 at 6%.
2021330$639,970$109,261$3,642iApproximate average salary by contribution assumption: employee only about $91,051 at 4% or $60,701 at 6%; with 50% employer match about $60,701 at 4% or $40,467 at 6%; with 100% employer match about $45,525 at 4% or $30,350 at 6%.
Valley Comfort Heating & Air Retirement Plan-17$454,407$84,091$4,947iApproximate average salary by contribution assumption: employee only about $123,663 at 4% or $82,442 at 6%; with 50% employer match about $82,442 at 4% or $54,961 at 6%; with 100% employer match about $61,832 at 4% or $41,221 at 6%.
VALLEY COMFORT HEATING & AIR, INC. PROFIT SHARING PLAN-30$96,903$22,970$766iApproximate average salary by contribution assumption: employee only about $19,142 at 4% or $12,761 at 6%; with 50% employer match about $12,761 at 4% or $8,507 at 6%; with 100% employer match about $9,571 at 4% or $6,381 at 6%.
VALLEY COMFORT HEATING & AIR, INC. RETIREMENT PLAN-16$88,660$2,200$138iApproximate average salary by contribution assumption: employee only about $3,438 at 4% or $2,292 at 6%; with 50% employer match about $2,292 at 4% or $1,528 at 6%; with 100% employer match about $1,719 at 4% or $1,146 at 6%.
2020323$500,462$86,317$3,753iApproximate average salary by contribution assumption: employee only about $93,823 at 4% or $62,549 at 6%; with 50% employer match about $62,549 at 4% or $41,699 at 6%; with 100% employer match about $46,911 at 4% or $31,274 at 6%.
Valley Comfort Heating & Air Retirement Plan-14$317,738$79,674$5,691iApproximate average salary by contribution assumption: employee only about $142,275 at 4% or $94,850 at 6%; with 50% employer match about $94,850 at 4% or $63,233 at 6%; with 100% employer match about $71,138 at 4% or $47,425 at 6%.
VALLEY COMFORT HEATING & AIR, INC. RETIREMENT PLAN-16$98,507--
VALLEY COMFORT HEATING & AIR, INC. PROFIT SHARING PLAN-23$84,217$6,643$289iApproximate average salary by contribution assumption: employee only about $7,221 at 4% or $4,814 at 6%; with 50% employer match about $4,814 at 4% or $3,209 at 6%; with 100% employer match about $3,610 at 4% or $2,407 at 6%.
2019320$366,923$125,075$6,254iApproximate average salary by contribution assumption: employee only about $156,344 at 4% or $104,229 at 6%; with 50% employer match about $104,229 at 4% or $69,486 at 6%; with 100% employer match about $78,172 at 4% or $52,115 at 6%.
Valley Comfort Heating & Air Retirement Plan-13$202,015$71,757$5,520iApproximate average salary by contribution assumption: employee only about $137,994 at 4% or $91,996 at 6%; with 50% employer match about $91,996 at 4% or $61,331 at 6%; with 100% employer match about $68,997 at 4% or $45,998 at 6%.
VALLEY COMFORT HEATING & AIR, INC. RETIREMENT PLAN-14$94,865$53,318$3,808iApproximate average salary by contribution assumption: employee only about $95,211 at 4% or $63,474 at 6%; with 50% employer match about $63,474 at 4% or $42,316 at 6%; with 100% employer match about $47,605 at 4% or $31,737 at 6%.
VALLEY COMFORT HEATING & AIR, INC. PROFIT SHARING PLAN-20$70,043--
2018113$108,600$59,502$4,577iApproximate average salary by contribution assumption: employee only about $114,427 at 4% or $76,285 at 6%; with 50% employer match about $76,285 at 4% or $50,856 at 6%; with 100% employer match about $57,213 at 4% or $38,142 at 6%.
Valley Comfort Heating & Air Retirement Plan-13$108,600$59,502$4,577iApproximate average salary by contribution assumption: employee only about $114,427 at 4% or $76,285 at 6%; with 50% employer match about $76,285 at 4% or $50,856 at 6%; with 100% employer match about $57,213 at 4% or $38,142 at 6%.
2017312$81,582$25,942$2,162iApproximate average salary by contribution assumption: employee only about $54,046 at 4% or $36,031 at 6%; with 50% employer match about $36,031 at 4% or $24,020 at 6%; with 100% employer match about $27,023 at 4% or $18,015 at 6%.
Valley Comfort Heating & Air Retirement Plan-12$64,283$8,643$720iApproximate average salary by contribution assumption: employee only about $18,006 at 4% or $12,004 at 6%; with 50% employer match about $12,004 at 4% or $8,003 at 6%; with 100% employer match about $9,003 at 4% or $6,002 at 6%.
VALLEY COMFORT HEATING & AIR, INC. PROFIT SHARING PLAN-10$17,299$17,299$1,730iApproximate average salary by contribution assumption: employee only about $43,248 at 4% or $28,832 at 6%; with 50% employer match about $28,832 at 4% or $19,221 at 6%; with 100% employer match about $21,624 at 4% or $14,416 at 6%.
VALLEY COMFORT HEATING & AIR, INC. RETIREMENT PLAN-9$0$0-
2016110$50,156$11,672$1,167iApproximate average salary by contribution assumption: employee only about $29,180 at 4% or $19,453 at 6%; with 50% employer match about $19,453 at 4% or $12,969 at 6%; with 100% employer match about $14,590 at 4% or $9,727 at 6%.
Valley Comfort Heating & Air Retirement Plan-10$50,156$11,672$1,167iApproximate average salary by contribution assumption: employee only about $29,180 at 4% or $19,453 at 6%; with 50% employer match about $19,453 at 4% or $12,969 at 6%; with 100% employer match about $14,590 at 4% or $9,727 at 6%.
201516$40,675$13,539$2,257iApproximate average salary by contribution assumption: employee only about $56,413 at 4% or $37,608 at 6%; with 50% employer match about $37,608 at 4% or $25,072 at 6%; with 100% employer match about $28,206 at 4% or $18,804 at 6%.
Valley Comfort Heating & Air Retirement Plan-6$40,675$13,539$2,257iApproximate average salary by contribution assumption: employee only about $56,413 at 4% or $37,608 at 6%; with 50% employer match about $37,608 at 4% or $25,072 at 6%; with 100% employer match about $28,206 at 4% or $18,804 at 6%.
201417$28,553$12,517$1,788iApproximate average salary by contribution assumption: employee only about $44,704 at 4% or $29,802 at 6%; with 50% employer match about $29,802 at 4% or $19,868 at 6%; with 100% employer match about $22,352 at 4% or $14,901 at 6%.
Valley Comfort Heating & Air Retirement Plan-7$28,553$12,517$1,788iApproximate average salary by contribution assumption: employee only about $44,704 at 4% or $29,802 at 6%; with 50% employer match about $29,802 at 4% or $19,868 at 6%; with 100% employer match about $22,352 at 4% or $14,901 at 6%.
201312$17,955$7,834$3,917iApproximate average salary by contribution assumption: employee only about $97,925 at 4% or $65,283 at 6%; with 50% employer match about $65,283 at 4% or $43,522 at 6%; with 100% employer match about $48,963 at 4% or $32,642 at 6%.
Valley Comfort Heating & Air Retirement Plan-2$17,955$7,834$3,917iApproximate average salary by contribution assumption: employee only about $97,925 at 4% or $65,283 at 6%; with 50% employer match about $65,283 at 4% or $43,522 at 6%; with 100% employer match about $48,963 at 4% or $32,642 at 6%.
201213$8,621$6,771$2,257iApproximate average salary by contribution assumption: employee only about $56,425 at 4% or $37,617 at 6%; with 50% employer match about $37,617 at 4% or $25,078 at 6%; with 100% employer match about $28,213 at 4% or $18,808 at 6%.
Valley Comfort Heating & Air Retirement Plan-3$8,621$6,771$2,257iApproximate average salary by contribution assumption: employee only about $56,425 at 4% or $37,617 at 6%; with 50% employer match about $37,617 at 4% or $25,078 at 6%; with 100% employer match about $28,213 at 4% or $18,808 at 6%.
201113$2,275$2,402$801iApproximate average salary by contribution assumption: employee only about $20,017 at 4% or $13,344 at 6%; with 50% employer match about $13,344 at 4% or $8,896 at 6%; with 100% employer match about $10,008 at 4% or $6,672 at 6%.
Valley Comfort Heating & Air Retirement Plan-3$2,275$2,402$801iApproximate average salary by contribution assumption: employee only about $20,017 at 4% or $13,344 at 6%; with 50% employer match about $13,344 at 4% or $8,896 at 6%; with 100% employer match about $10,008 at 4% or $6,672 at 6%.