R.J. Heating & Cooling Company
Plan context: R.J. Heating & Cooling Co. Retirement Plan and Trust
EIN 34-0825463 • Cleveland, OH • 26 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$174,491
2024 Contributions
$18,490
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 3 | $174,491 | $18,490 | $6,163iApproximate average salary by contribution assumption: employee only about $154,083 at 4% or $102,722 at 6%; with 50% employer match about $102,722 at 4% or $68,481 at 6%; with 100% employer match about $77,042 at 4% or $51,361 at 6%. |
| R.J. Heating & Cooling Co. Retirement Plan and Trust | - | 3 | $174,491 | $18,490 | $6,163iApproximate average salary by contribution assumption: employee only about $154,083 at 4% or $102,722 at 6%; with 50% employer match about $102,722 at 4% or $68,481 at 6%; with 100% employer match about $77,042 at 4% or $51,361 at 6%. |
| 2023 | 1 | 3 | $440,735 | $18,149 | $6,050iApproximate average salary by contribution assumption: employee only about $151,242 at 4% or $100,828 at 6%; with 50% employer match about $100,828 at 4% or $67,219 at 6%; with 100% employer match about $75,621 at 4% or $50,414 at 6%. |
| R.J. Heating & Cooling Co. Retirement Plan and Trust | - | 3 | $440,735 | $18,149 | $6,050iApproximate average salary by contribution assumption: employee only about $151,242 at 4% or $100,828 at 6%; with 50% employer match about $100,828 at 4% or $67,219 at 6%; with 100% employer match about $75,621 at 4% or $50,414 at 6%. |
| 2022 | 1 | 3 | $368,669 | $18,391 | $6,130iApproximate average salary by contribution assumption: employee only about $153,258 at 4% or $102,172 at 6%; with 50% employer match about $102,172 at 4% or $68,115 at 6%; with 100% employer match about $76,629 at 4% or $51,086 at 6%. |
| R.J. Heating & Cooling Co. Retirement Plan and Trust | - | 3 | $368,669 | $18,391 | $6,130iApproximate average salary by contribution assumption: employee only about $153,258 at 4% or $102,172 at 6%; with 50% employer match about $102,172 at 4% or $68,115 at 6%; with 100% employer match about $76,629 at 4% or $51,086 at 6%. |
| 2021 | 1 | 4 | $476,434 | $14,974 | $3,744iApproximate average salary by contribution assumption: employee only about $93,588 at 4% or $62,392 at 6%; with 50% employer match about $62,392 at 4% or $41,594 at 6%; with 100% employer match about $46,794 at 4% or $31,196 at 6%. |
| R.J. Heating & Cooling Co. Retirement Plan and Trust | - | 4 | $476,434 | $14,974 | $3,744iApproximate average salary by contribution assumption: employee only about $93,588 at 4% or $62,392 at 6%; with 50% employer match about $62,392 at 4% or $41,594 at 6%; with 100% employer match about $46,794 at 4% or $31,196 at 6%. |
| 2020 | 1 | 4 | $433,356 | $15,547 | $3,887iApproximate average salary by contribution assumption: employee only about $97,169 at 4% or $64,779 at 6%; with 50% employer match about $64,779 at 4% or $43,186 at 6%; with 100% employer match about $48,584 at 4% or $32,390 at 6%. |
| R.J. Heating & Cooling Co. Retirement Plan and Trust | - | 4 | $433,356 | $15,547 | $3,887iApproximate average salary by contribution assumption: employee only about $97,169 at 4% or $64,779 at 6%; with 50% employer match about $64,779 at 4% or $43,186 at 6%; with 100% employer match about $48,584 at 4% or $32,390 at 6%. |
| 2019 | 1 | 9 | $625,684 | $42,783 | $4,754iApproximate average salary by contribution assumption: employee only about $118,842 at 4% or $79,228 at 6%; with 50% employer match about $79,228 at 4% or $52,819 at 6%; with 100% employer match about $59,421 at 4% or $39,614 at 6%. |
| R.J. Heating & Cooling Co. Retirement Plan and Trust | - | 9 | $625,684 | $42,783 | $4,754iApproximate average salary by contribution assumption: employee only about $118,842 at 4% or $79,228 at 6%; with 50% employer match about $79,228 at 4% or $52,819 at 6%; with 100% employer match about $59,421 at 4% or $39,614 at 6%. |
| 2018 | 1 | 9 | $491,944 | $43,089 | $4,788iApproximate average salary by contribution assumption: employee only about $119,692 at 4% or $79,794 at 6%; with 50% employer match about $79,794 at 4% or $53,196 at 6%; with 100% employer match about $59,846 at 4% or $39,897 at 6%. |
| R.J. Heating & Cooling Co. Retirement Plan and Trust | - | 9 | $491,944 | $43,089 | $4,788iApproximate average salary by contribution assumption: employee only about $119,692 at 4% or $79,794 at 6%; with 50% employer match about $79,794 at 4% or $53,196 at 6%; with 100% employer match about $59,846 at 4% or $39,897 at 6%. |
| 2017 | 1 | 7 | $469,145 | $35,001 | $5,000iApproximate average salary by contribution assumption: employee only about $125,004 at 4% or $83,336 at 6%; with 50% employer match about $83,336 at 4% or $55,557 at 6%; with 100% employer match about $62,502 at 4% or $41,668 at 6%. |
| R.J. Heating & Cooling Co. Retirement Plan and Trust | - | 7 | $469,145 | $35,001 | $5,000iApproximate average salary by contribution assumption: employee only about $125,004 at 4% or $83,336 at 6%; with 50% employer match about $83,336 at 4% or $55,557 at 6%; with 100% employer match about $62,502 at 4% or $41,668 at 6%. |
| 2016 | 1 | 6 | $418,391 | $30,914 | $5,152iApproximate average salary by contribution assumption: employee only about $128,808 at 4% or $85,872 at 6%; with 50% employer match about $85,872 at 4% or $57,248 at 6%; with 100% employer match about $64,404 at 4% or $42,936 at 6%. |
| R.J. Heating & Cooling Co. Retirement Plan and Trust | - | 6 | $418,391 | $30,914 | $5,152iApproximate average salary by contribution assumption: employee only about $128,808 at 4% or $85,872 at 6%; with 50% employer match about $85,872 at 4% or $57,248 at 6%; with 100% employer match about $64,404 at 4% or $42,936 at 6%. |
| 2015 | 1 | 7 | $383,979 | $31,143 | $4,449iApproximate average salary by contribution assumption: employee only about $111,225 at 4% or $74,150 at 6%; with 50% employer match about $74,150 at 4% or $49,433 at 6%; with 100% employer match about $55,613 at 4% or $37,075 at 6%. |
| R.J. Heating & Cooling Co. Retirement Plan and Trust | - | 7 | $383,979 | $31,143 | $4,449iApproximate average salary by contribution assumption: employee only about $111,225 at 4% or $74,150 at 6%; with 50% employer match about $74,150 at 4% or $49,433 at 6%; with 100% employer match about $55,613 at 4% or $37,075 at 6%. |
| 2014 | 1 | 8 | $538,443 | $27,682 | $3,460iApproximate average salary by contribution assumption: employee only about $86,506 at 4% or $57,671 at 6%; with 50% employer match about $57,671 at 4% or $38,447 at 6%; with 100% employer match about $43,253 at 4% or $28,835 at 6%. |
| R.J. Heating & Cooling Co. Retirement Plan and Trust | - | 8 | $538,443 | $27,682 | $3,460iApproximate average salary by contribution assumption: employee only about $86,506 at 4% or $57,671 at 6%; with 50% employer match about $57,671 at 4% or $38,447 at 6%; with 100% employer match about $43,253 at 4% or $28,835 at 6%. |
| 2013 | 1 | 6 | $474,518 | $19,063 | $3,177iApproximate average salary by contribution assumption: employee only about $79,429 at 4% or $52,953 at 6%; with 50% employer match about $52,953 at 4% or $35,302 at 6%; with 100% employer match about $39,715 at 4% or $26,476 at 6%. |
| R.J. Heating & Cooling Co. Retirement Plan and Trust | - | 6 | $474,518 | $19,063 | $3,177iApproximate average salary by contribution assumption: employee only about $79,429 at 4% or $52,953 at 6%; with 50% employer match about $52,953 at 4% or $35,302 at 6%; with 100% employer match about $39,715 at 4% or $26,476 at 6%. |
| 2012 | 1 | 6 | $359,864 | $25,753 | $4,292iApproximate average salary by contribution assumption: employee only about $107,304 at 4% or $71,536 at 6%; with 50% employer match about $71,536 at 4% or $47,691 at 6%; with 100% employer match about $53,652 at 4% or $35,768 at 6%. |
| R.J. Heating & Cooling Co. Retirement Plan and Trust | - | 6 | $359,864 | $25,753 | $4,292iApproximate average salary by contribution assumption: employee only about $107,304 at 4% or $71,536 at 6%; with 50% employer match about $71,536 at 4% or $47,691 at 6%; with 100% employer match about $53,652 at 4% or $35,768 at 6%. |
| 2011 | 1 | 7 | $573,758 | $49,369 | $7,053iApproximate average salary by contribution assumption: employee only about $176,318 at 4% or $117,545 at 6%; with 50% employer match about $117,545 at 4% or $78,363 at 6%; with 100% employer match about $88,159 at 4% or $58,773 at 6%. |
| R.J. Heating & Cooling Co. Retirement Plan and Trust | - | 7 | $573,758 | $49,369 | $7,053iApproximate average salary by contribution assumption: employee only about $176,318 at 4% or $117,545 at 6%; with 50% employer match about $117,545 at 4% or $78,363 at 6%; with 100% employer match about $88,159 at 4% or $58,773 at 6%. |
| 2010 | 1 | 10 | $604,680 | $58,999 | $5,900iApproximate average salary by contribution assumption: employee only about $147,498 at 4% or $98,332 at 6%; with 50% employer match about $98,332 at 4% or $65,554 at 6%; with 100% employer match about $73,749 at 4% or $49,166 at 6%. |
| R.J. Heating & Cooling Co. Retirement Plan and Trust | - | 10 | $604,680 | $58,999 | $5,900iApproximate average salary by contribution assumption: employee only about $147,498 at 4% or $98,332 at 6%; with 50% employer match about $98,332 at 4% or $65,554 at 6%; with 100% employer match about $73,749 at 4% or $49,166 at 6%. |
| 2009 | 1 | 10 | $550,688 | $54,553 | $5,455iApproximate average salary by contribution assumption: employee only about $136,383 at 4% or $90,922 at 6%; with 50% employer match about $90,922 at 4% or $60,614 at 6%; with 100% employer match about $68,191 at 4% or $45,461 at 6%. |
| R.J. Heating & Cooling Co. Retirement Plan and Trust | - | 10 | $550,688 | $54,553 | $5,455iApproximate average salary by contribution assumption: employee only about $136,383 at 4% or $90,922 at 6%; with 50% employer match about $90,922 at 4% or $60,614 at 6%; with 100% employer match about $68,191 at 4% or $45,461 at 6%. |
| 2008 | 1 | 18 | $405,121 | $43,872 | $2,437iApproximate average salary by contribution assumption: employee only about $60,933 at 4% or $40,622 at 6%; with 50% employer match about $40,622 at 4% or $27,081 at 6%; with 100% employer match about $30,467 at 4% or $20,311 at 6%. |
| R.J. Heating & Cooling Co. Retirement Plan and Trust | - | 18 | $405,121 | $43,872 | $2,437iApproximate average salary by contribution assumption: employee only about $60,933 at 4% or $40,622 at 6%; with 50% employer match about $40,622 at 4% or $27,081 at 6%; with 100% employer match about $30,467 at 4% or $20,311 at 6%. |
| 2007 | 1 | 20 | $0 | $0 | - |
| R.J. Heating & Cooling Co. Retirement Plan and Trust | - | 20 | - | - | - |
| 2006 | 1 | 21 | $466,706 | $36,340 | $1,730iApproximate average salary by contribution assumption: employee only about $43,262 at 4% or $28,841 at 6%; with 50% employer match about $28,841 at 4% or $19,228 at 6%; with 100% employer match about $21,631 at 4% or $14,421 at 6%. |
| R.J. Heating & Cooling Co. Retirement Plan and Trust | - | 21 | $466,706 | $36,340 | $1,730iApproximate average salary by contribution assumption: employee only about $43,262 at 4% or $28,841 at 6%; with 50% employer match about $28,841 at 4% or $19,228 at 6%; with 100% employer match about $21,631 at 4% or $14,421 at 6%. |
| 2005 | 1 | 18 | $371,317 | $43,891 | $2,438iApproximate average salary by contribution assumption: employee only about $60,960 at 4% or $40,640 at 6%; with 50% employer match about $40,640 at 4% or $27,093 at 6%; with 100% employer match about $30,480 at 4% or $20,320 at 6%. |
| R.J. Heating & Cooling Co. Retirement Plan and Trust | - | 18 | $371,317 | $43,891 | $2,438iApproximate average salary by contribution assumption: employee only about $60,960 at 4% or $40,640 at 6%; with 50% employer match about $40,640 at 4% or $27,093 at 6%; with 100% employer match about $30,480 at 4% or $20,320 at 6%. |
| 2004 | 1 | 20 | $323,763 | $39,932 | $1,997iApproximate average salary by contribution assumption: employee only about $49,915 at 4% or $33,277 at 6%; with 50% employer match about $33,277 at 4% or $22,184 at 6%; with 100% employer match about $24,958 at 4% or $16,638 at 6%. |
| R.J. Heating & Cooling Co. Retirement Plan and Trust | - | 20 | $323,763 | $39,932 | $1,997iApproximate average salary by contribution assumption: employee only about $49,915 at 4% or $33,277 at 6%; with 50% employer match about $33,277 at 4% or $22,184 at 6%; with 100% employer match about $24,958 at 4% or $16,638 at 6%. |
| 2003 | 1 | 20 | $263,703 | $48,676 | $2,434iApproximate average salary by contribution assumption: employee only about $60,845 at 4% or $40,563 at 6%; with 50% employer match about $40,563 at 4% or $27,042 at 6%; with 100% employer match about $30,423 at 4% or $20,282 at 6%. |
| R.J. Heating & Cooling Co. Retirement Plan and Trust | - | 20 | $263,703 | $48,676 | $2,434iApproximate average salary by contribution assumption: employee only about $60,845 at 4% or $40,563 at 6%; with 50% employer match about $40,563 at 4% or $27,042 at 6%; with 100% employer match about $30,423 at 4% or $20,282 at 6%. |
| 2002 | 1 | 9 | $166,888 | $38,993 | $4,333iApproximate average salary by contribution assumption: employee only about $108,314 at 4% or $72,209 at 6%; with 50% employer match about $72,209 at 4% or $48,140 at 6%; with 100% employer match about $54,157 at 4% or $36,105 at 6%. |
| R.J. Heating & Cooling Co. Retirement Plan and Trust | - | 9 | $166,888 | $38,993 | $4,333iApproximate average salary by contribution assumption: employee only about $108,314 at 4% or $72,209 at 6%; with 50% employer match about $72,209 at 4% or $48,140 at 6%; with 100% employer match about $54,157 at 4% or $36,105 at 6%. |
| 2001 | 1 | 17 | $0 | $0 | - |
| R.J. Heating & Cooling Co. Retirement Plan and Trust | - | 17 | - | - | - |
| 2000 | 1 | 14 | $212,796 | $43,229 | $3,088iApproximate average salary by contribution assumption: employee only about $77,195 at 4% or $51,463 at 6%; with 50% employer match about $51,463 at 4% or $34,309 at 6%; with 100% employer match about $38,597 at 4% or $25,732 at 6%. |
| R.J. Heating & Cooling Co. Retirement Plan and Trust | - | 14 | $212,796 | $43,229 | $3,088iApproximate average salary by contribution assumption: employee only about $77,195 at 4% or $51,463 at 6%; with 50% employer match about $51,463 at 4% or $34,309 at 6%; with 100% employer match about $38,597 at 4% or $25,732 at 6%. |
| 1999 | 1 | 14 | $200,500 | $25,524 | $1,823iApproximate average salary by contribution assumption: employee only about $45,579 at 4% or $30,386 at 6%; with 50% employer match about $30,386 at 4% or $20,257 at 6%; with 100% employer match about $22,789 at 4% or $15,193 at 6%. |
| R.J. Heating & Cooling Co. Retirement Plan and Trust | - | 14 | $200,500 | $25,524 | $1,823iApproximate average salary by contribution assumption: employee only about $45,579 at 4% or $30,386 at 6%; with 50% employer match about $30,386 at 4% or $20,257 at 6%; with 100% employer match about $22,789 at 4% or $15,193 at 6%. |