Coe Heating & Air Conditioning Inc.
Plan context: Coe Heating & Air Conditioning Inc. 401K Profit Sharing Plan
EIN 35-1074923 • Fort Wayne, IN • 18 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
27
2024 Assets
$2,244,024
2024 Contributions
$372,352
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 | 2 | 27 | $2,244,024 | $372,352 | $13,791iApproximate average salary by contribution assumption: employee only about $344,770 at 4% or $229,847 at 6%; with 50% employer match about $229,847 at 4% or $153,231 at 6%; with 100% employer match about $172,385 at 4% or $114,923 at 6%. |
| Coe Heating & Air Conditioning Inc. 401K Profit Sharing Plan | - | 27 | $1,628,992 | $297,753 | $11,028iApproximate average salary by contribution assumption: employee only about $275,697 at 4% or $183,798 at 6%; with 50% employer match about $183,798 at 4% or $122,532 at 6%; with 100% employer match about $137,849 at 4% or $91,899 at 6%. |
| COE HEATING & AIR CONDITIONING CASH BALANCE PLAN | - | 21 | $615,032 | $74,599 | $3,552iApproximate average salary by contribution assumption: employee only about $88,808 at 4% or $59,206 at 6%; with 50% employer match about $59,206 at 4% or $39,470 at 6%; with 100% employer match about $44,404 at 4% or $29,603 at 6%. |
| 2023 | 2 | 29 | $1,717,064 | $241,782 | $8,337iApproximate average salary by contribution assumption: employee only about $208,433 at 4% or $138,955 at 6%; with 50% employer match about $138,955 at 4% or $92,637 at 6%; with 100% employer match about $104,216 at 4% or $69,478 at 6%. |
| Coe Heating & Air Conditioning Inc. 401K Profit Sharing Plan | - | 29 | $1,187,718 | $166,591 | $5,745iApproximate average salary by contribution assumption: employee only about $143,613 at 4% or $95,742 at 6%; with 50% employer match about $95,742 at 4% or $63,828 at 6%; with 100% employer match about $71,806 at 4% or $47,871 at 6%. |
| COE HEATING & AIR CONDITIONING CASH BALANCE PLAN | - | 20 | $529,346 | $75,191 | $3,760iApproximate average salary by contribution assumption: employee only about $93,989 at 4% or $62,659 at 6%; with 50% employer match about $62,659 at 4% or $41,773 at 6%; with 100% employer match about $46,994 at 4% or $31,330 at 6%. |
| 2022 | 2 | 26 | $1,346,244 | $231,158 | $8,891iApproximate average salary by contribution assumption: employee only about $222,267 at 4% or $148,178 at 6%; with 50% employer match about $148,178 at 4% or $98,785 at 6%; with 100% employer match about $111,134 at 4% or $74,089 at 6%. |
| Coe Heating & Air Conditioning Inc. 401K Profit Sharing Plan | - | 26 | $926,572 | $156,363 | $6,014iApproximate average salary by contribution assumption: employee only about $150,349 at 4% or $100,233 at 6%; with 50% employer match about $100,233 at 4% or $66,822 at 6%; with 100% employer match about $75,175 at 4% or $50,116 at 6%. |
| COE HEATING & AIR CONDITIONING CASH BALANCE PLAN | - | 20 | $419,672 | $74,795 | $3,740iApproximate average salary by contribution assumption: employee only about $93,494 at 4% or $62,329 at 6%; with 50% employer match about $62,329 at 4% or $41,553 at 6%; with 100% employer match about $46,747 at 4% or $31,165 at 6%. |
| 2021 | 2 | 24 | $1,330,530 | $241,073 | $10,045iApproximate average salary by contribution assumption: employee only about $251,118 at 4% or $167,412 at 6%; with 50% employer match about $167,412 at 4% or $111,608 at 6%; with 100% employer match about $125,559 at 4% or $83,706 at 6%. |
| Coe Heating & Air Conditioning Inc. 401K Profit Sharing Plan | - | 24 | $954,736 | $170,213 | $7,092iApproximate average salary by contribution assumption: employee only about $177,305 at 4% or $118,203 at 6%; with 50% employer match about $118,203 at 4% or $78,802 at 6%; with 100% employer match about $88,653 at 4% or $59,102 at 6%. |
| COE HEATING & AIR CONDITIONING CASH BALANCE PLAN | - | 18 | $375,794 | $70,860 | $3,937iApproximate average salary by contribution assumption: employee only about $98,417 at 4% or $65,611 at 6%; with 50% employer match about $65,611 at 4% or $43,741 at 6%; with 100% employer match about $49,208 at 4% or $32,806 at 6%. |
| 2020 | 2 | 22 | $1,031,709 | $221,281 | $10,058iApproximate average salary by contribution assumption: employee only about $251,456 at 4% or $167,637 at 6%; with 50% employer match about $167,637 at 4% or $111,758 at 6%; with 100% employer match about $125,728 at 4% or $83,819 at 6%. |
| Coe Heating & Air Conditioning Inc. 401K Profit Sharing Plan | - | 22 | $737,682 | $158,958 | $7,225iApproximate average salary by contribution assumption: employee only about $180,634 at 4% or $120,423 at 6%; with 50% employer match about $120,423 at 4% or $80,282 at 6%; with 100% employer match about $90,317 at 4% or $60,211 at 6%. |
| COE HEATING & AIR CONDITIONING CASH BALANCE PLAN | - | 15 | $294,027 | $62,323 | $4,155iApproximate average salary by contribution assumption: employee only about $103,872 at 4% or $69,248 at 6%; with 50% employer match about $69,248 at 4% or $46,165 at 6%; with 100% employer match about $51,936 at 4% or $34,624 at 6%. |
| 2019 | 2 | 20 | $712,191 | $228,808 | $11,440iApproximate average salary by contribution assumption: employee only about $286,010 at 4% or $190,673 at 6%; with 50% employer match about $190,673 at 4% or $127,116 at 6%; with 100% employer match about $143,005 at 4% or $95,337 at 6%. |
| Coe Heating & Air Conditioning Inc. 401K Profit Sharing Plan | - | 20 | $499,333 | $161,221 | $8,061iApproximate average salary by contribution assumption: employee only about $201,526 at 4% or $134,351 at 6%; with 50% employer match about $134,351 at 4% or $89,567 at 6%; with 100% employer match about $100,763 at 4% or $67,175 at 6%. |
| COE HEATING & AIR CONDITIONING CASH BALANCE PLAN | - | 15 | $212,858 | $67,587 | $4,506iApproximate average salary by contribution assumption: employee only about $112,645 at 4% or $75,097 at 6%; with 50% employer match about $75,097 at 4% or $50,064 at 6%; with 100% employer match about $56,323 at 4% or $37,548 at 6%. |
| 2018 | 2 | 18 | $622,837 | $517,355 | $28,742iApproximate average salary by contribution assumption: employee only about $718,549 at 4% or $479,032 at 6%; with 50% employer match about $479,032 at 4% or $319,355 at 6%; with 100% employer match about $359,274 at 4% or $239,516 at 6%. |
| Coe Heating & Air Conditioning Inc. 401K Profit Sharing Plan | - | 18 | $486,364 | $441,104 | $24,506iApproximate average salary by contribution assumption: employee only about $612,644 at 4% or $408,430 at 6%; with 50% employer match about $408,430 at 4% or $272,286 at 6%; with 100% employer match about $306,322 at 4% or $204,215 at 6%. |
| COE HEATING & AIR CONDITIONING CASH BALANCE PLAN | - | 13 | $136,473 | $76,251 | $5,865iApproximate average salary by contribution assumption: employee only about $146,637 at 4% or $97,758 at 6%; with 50% employer match about $97,758 at 4% or $65,172 at 6%; with 100% employer match about $73,318 at 4% or $48,879 at 6%. |
| 2017 | 2 | 14 | $149,220 | $149,220 | $10,659iApproximate average salary by contribution assumption: employee only about $266,464 at 4% or $177,643 at 6%; with 50% employer match about $177,643 at 4% or $118,429 at 6%; with 100% employer match about $133,232 at 4% or $88,821 at 6%. |
| Coe Heating & Air Conditioning Inc. 401K Profit Sharing Plan | - | 14 | $87,149 | $87,149 | $6,225iApproximate average salary by contribution assumption: employee only about $155,623 at 4% or $103,749 at 6%; with 50% employer match about $103,749 at 4% or $69,166 at 6%; with 100% employer match about $77,812 at 4% or $51,874 at 6%. |
| COE HEATING & AIR CONDITIONING CASH BALANCE PLAN | - | 13 | $62,071 | $62,071 | $4,775iApproximate average salary by contribution assumption: employee only about $119,367 at 4% or $79,578 at 6%; with 50% employer match about $79,578 at 4% or $53,052 at 6%; with 100% employer match about $59,684 at 4% or $39,789 at 6%. |
| 2000 | 1 | 0 | $0 | $0 | - |
| Coe Heating & Air Conditioning Inc. 401K Profit Sharing Plan | - | 0 | - | - | - |
| 1999 | 1 | 11 | $117,817 | $21,967 | $1,997iApproximate average salary by contribution assumption: employee only about $49,925 at 4% or $33,283 at 6%; with 50% employer match about $33,283 at 4% or $22,189 at 6%; with 100% employer match about $24,963 at 4% or $16,642 at 6%. |
| Coe Heating & Air Conditioning Inc. 401K Profit Sharing Plan | - | 11 | $117,817 | $21,967 | $1,997iApproximate average salary by contribution assumption: employee only about $49,925 at 4% or $33,283 at 6%; with 50% employer match about $33,283 at 4% or $22,189 at 6%; with 100% employer match about $24,963 at 4% or $16,642 at 6%. |