I & M HEATING & APPLIANCE SERVICE, INC.
Plan context: I & M HEATING & APPLIANCE SERVICE, INC. 401(K) PLAN
EIN 35-1965770 • South Bend, IN • 22 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
1
2025 Assets
$200
2025 Contributions
$28,750
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 | 0 | $200 | $28,750 | - |
| I & M HEATING & APPLIANCE SERVICE, INC. 401(K) PLAN | - | 0 | $200 | $28,750 | - |
| 2024 | 1 | 1 | $1,654,549 | $33,500 | $33,500iApproximate average salary by contribution assumption: employee only about $837,500 at 4% or $558,333 at 6%; with 50% employer match about $558,333 at 4% or $372,222 at 6%; with 100% employer match about $418,750 at 4% or $279,167 at 6%. |
| I & M HEATING & APPLIANCE SERVICE, INC. 401(K) PLAN | - | 1 | $1,654,549 | $33,500 | $33,500iApproximate average salary by contribution assumption: employee only about $837,500 at 4% or $558,333 at 6%; with 50% employer match about $558,333 at 4% or $372,222 at 6%; with 100% employer match about $418,750 at 4% or $279,167 at 6%. |
| 2023 | 1 | 1 | $1,356,100 | $33,500 | $33,500iApproximate average salary by contribution assumption: employee only about $837,500 at 4% or $558,333 at 6%; with 50% employer match about $558,333 at 4% or $372,222 at 6%; with 100% employer match about $418,750 at 4% or $279,167 at 6%. |
| I & M HEATING & APPLIANCE SERVICE, INC. 401(K) PLAN | - | 1 | $1,356,100 | $33,500 | $33,500iApproximate average salary by contribution assumption: employee only about $837,500 at 4% or $558,333 at 6%; with 50% employer match about $558,333 at 4% or $372,222 at 6%; with 100% employer match about $418,750 at 4% or $279,167 at 6%. |
| 2022 | 1 | 2 | $1,074,996 | $34,500 | $17,250iApproximate average salary by contribution assumption: employee only about $431,250 at 4% or $287,500 at 6%; with 50% employer match about $287,500 at 4% or $191,667 at 6%; with 100% employer match about $215,625 at 4% or $143,750 at 6%. |
| I & M HEATING & APPLIANCE SERVICE, INC. 401(K) PLAN | - | 2 | $1,074,996 | $34,500 | $17,250iApproximate average salary by contribution assumption: employee only about $431,250 at 4% or $287,500 at 6%; with 50% employer match about $287,500 at 4% or $191,667 at 6%; with 100% employer match about $215,625 at 4% or $143,750 at 6%. |
| 2021 | 1 | 2 | $1,302,898 | $34,500 | $17,250iApproximate average salary by contribution assumption: employee only about $431,250 at 4% or $287,500 at 6%; with 50% employer match about $287,500 at 4% or $191,667 at 6%; with 100% employer match about $215,625 at 4% or $143,750 at 6%. |
| I & M HEATING & APPLIANCE SERVICE, INC. 401(K) PLAN | - | 2 | $1,302,898 | $34,500 | $17,250iApproximate average salary by contribution assumption: employee only about $431,250 at 4% or $287,500 at 6%; with 50% employer match about $287,500 at 4% or $191,667 at 6%; with 100% employer match about $215,625 at 4% or $143,750 at 6%. |
| 2020 | 1 | 2 | $980,281 | $34,500 | $17,250iApproximate average salary by contribution assumption: employee only about $431,250 at 4% or $287,500 at 6%; with 50% employer match about $287,500 at 4% or $191,667 at 6%; with 100% employer match about $215,625 at 4% or $143,750 at 6%. |
| I & M HEATING & APPLIANCE SERVICE, INC. 401(K) PLAN | - | 2 | $980,281 | $34,500 | $17,250iApproximate average salary by contribution assumption: employee only about $431,250 at 4% or $287,500 at 6%; with 50% employer match about $287,500 at 4% or $191,667 at 6%; with 100% employer match about $215,625 at 4% or $143,750 at 6%. |
| 2019 | 1 | 2 | $895,536 | $46,375 | $23,188iApproximate average salary by contribution assumption: employee only about $579,688 at 4% or $386,458 at 6%; with 50% employer match about $386,458 at 4% or $257,639 at 6%; with 100% employer match about $289,844 at 4% or $193,229 at 6%. |
| I & M HEATING & APPLIANCE SERVICE, INC. 401(K) PLAN | - | 2 | $895,536 | $46,375 | $23,188iApproximate average salary by contribution assumption: employee only about $579,688 at 4% or $386,458 at 6%; with 50% employer match about $386,458 at 4% or $257,639 at 6%; with 100% employer match about $289,844 at 4% or $193,229 at 6%. |
| 2018 | 1 | 2 | $658,629 | $29,406 | $14,703iApproximate average salary by contribution assumption: employee only about $367,575 at 4% or $245,050 at 6%; with 50% employer match about $245,050 at 4% or $163,367 at 6%; with 100% employer match about $183,788 at 4% or $122,525 at 6%. |
| I & M HEATING & APPLIANCE SERVICE, INC. 401K PLAN | - | 2 | $658,629 | $29,406 | $14,703iApproximate average salary by contribution assumption: employee only about $367,575 at 4% or $245,050 at 6%; with 50% employer match about $245,050 at 4% or $163,367 at 6%; with 100% employer match about $183,788 at 4% or $122,525 at 6%. |
| 2017 | 1 | 2 | $738,846 | $2,135 | $1,068iApproximate average salary by contribution assumption: employee only about $26,688 at 4% or $17,792 at 6%; with 50% employer match about $17,792 at 4% or $11,861 at 6%; with 100% employer match about $13,344 at 4% or $8,896 at 6%. |
| I & M HEATING & APPLIANCE SERVICE, INC. 401K PLAN | - | 2 | $738,846 | $2,135 | $1,068iApproximate average salary by contribution assumption: employee only about $26,688 at 4% or $17,792 at 6%; with 50% employer match about $17,792 at 4% or $11,861 at 6%; with 100% employer match about $13,344 at 4% or $8,896 at 6%. |
| 2016 | 1 | 2 | $626,051 | $31,323 | $15,662iApproximate average salary by contribution assumption: employee only about $391,538 at 4% or $261,025 at 6%; with 50% employer match about $261,025 at 4% or $174,017 at 6%; with 100% employer match about $195,769 at 4% or $130,513 at 6%. |
| I & M HEATING & APPLIANCE SERVICE, INC. 401K PLAN | - | 2 | $626,051 | $31,323 | $15,662iApproximate average salary by contribution assumption: employee only about $391,538 at 4% or $261,025 at 6%; with 50% employer match about $261,025 at 4% or $174,017 at 6%; with 100% employer match about $195,769 at 4% or $130,513 at 6%. |
| 2015 | 1 | 3 | $580,550 | $46,235 | $15,412iApproximate average salary by contribution assumption: employee only about $385,292 at 4% or $256,861 at 6%; with 50% employer match about $256,861 at 4% or $171,241 at 6%; with 100% employer match about $192,646 at 4% or $128,431 at 6%. |
| I & M HEATING & APPLIANCE SERVICE, INC. 401K PLAN | - | 3 | $580,550 | $46,235 | $15,412iApproximate average salary by contribution assumption: employee only about $385,292 at 4% or $256,861 at 6%; with 50% employer match about $256,861 at 4% or $171,241 at 6%; with 100% employer match about $192,646 at 4% or $128,431 at 6%. |
| 2014 | 1 | 2 | $656,321 | $43,250 | $21,625iApproximate average salary by contribution assumption: employee only about $540,625 at 4% or $360,417 at 6%; with 50% employer match about $360,417 at 4% or $240,278 at 6%; with 100% employer match about $270,313 at 4% or $180,208 at 6%. |
| I & M HEATING & APPLIANCE SERVICE, INC. 401K PLAN | - | 2 | $656,321 | $43,250 | $21,625iApproximate average salary by contribution assumption: employee only about $540,625 at 4% or $360,417 at 6%; with 50% employer match about $360,417 at 4% or $240,278 at 6%; with 100% employer match about $270,313 at 4% or $180,208 at 6%. |
| 2013 | 1 | 3 | $592,308 | $39,325 | $13,108iApproximate average salary by contribution assumption: employee only about $327,708 at 4% or $218,472 at 6%; with 50% employer match about $218,472 at 4% or $145,648 at 6%; with 100% employer match about $163,854 at 4% or $109,236 at 6%. |
| I & M HEATING & APPLIANCE SERVICE, INC. 401K PLAN | - | 3 | $592,308 | $39,325 | $13,108iApproximate average salary by contribution assumption: employee only about $327,708 at 4% or $218,472 at 6%; with 50% employer match about $218,472 at 4% or $145,648 at 6%; with 100% employer match about $163,854 at 4% or $109,236 at 6%. |
| 2012 | 1 | 2 | $488,105 | $42,913 | $21,457iApproximate average salary by contribution assumption: employee only about $536,413 at 4% or $357,608 at 6%; with 50% employer match about $357,608 at 4% or $238,406 at 6%; with 100% employer match about $268,206 at 4% or $178,804 at 6%. |
| I & M HEATING & APPLIANCE SERVICE, INC. 401K PLAN | - | 2 | $488,105 | $42,913 | $21,457iApproximate average salary by contribution assumption: employee only about $536,413 at 4% or $357,608 at 6%; with 50% employer match about $357,608 at 4% or $238,406 at 6%; with 100% employer match about $268,206 at 4% or $178,804 at 6%. |
| 2011 | 1 | 3 | $393,758 | $45,080 | $15,027iApproximate average salary by contribution assumption: employee only about $375,667 at 4% or $250,444 at 6%; with 50% employer match about $250,444 at 4% or $166,963 at 6%; with 100% employer match about $187,833 at 4% or $125,222 at 6%. |
| I & M HEATING & APPLIANCE SERVICE, INC. 401K PLAN | - | 3 | $393,758 | $45,080 | $15,027iApproximate average salary by contribution assumption: employee only about $375,667 at 4% or $250,444 at 6%; with 50% employer match about $250,444 at 4% or $166,963 at 6%; with 100% employer match about $187,833 at 4% or $125,222 at 6%. |
| 2010 | 1 | 3 | $380,818 | $46,919 | $15,640iApproximate average salary by contribution assumption: employee only about $390,992 at 4% or $260,661 at 6%; with 50% employer match about $260,661 at 4% or $173,774 at 6%; with 100% employer match about $195,496 at 4% or $130,331 at 6%. |
| I & M HEATING & APPLIANCE SERVICE, INC. 401K PLAN | - | 3 | $380,818 | $46,919 | $15,640iApproximate average salary by contribution assumption: employee only about $390,992 at 4% or $260,661 at 6%; with 50% employer match about $260,661 at 4% or $173,774 at 6%; with 100% employer match about $195,496 at 4% or $130,331 at 6%. |
| 2009 | 1 | 3 | $296,100 | $44,543 | $14,848iApproximate average salary by contribution assumption: employee only about $371,192 at 4% or $247,461 at 6%; with 50% employer match about $247,461 at 4% or $164,974 at 6%; with 100% employer match about $185,596 at 4% or $123,731 at 6%. |
| I & M HEATING & APPLIANCE SERVICE, INC. 401K PLAN | - | 3 | $296,100 | $44,543 | $14,848iApproximate average salary by contribution assumption: employee only about $371,192 at 4% or $247,461 at 6%; with 50% employer match about $247,461 at 4% or $164,974 at 6%; with 100% employer match about $185,596 at 4% or $123,731 at 6%. |
| 2008 | 1 | 4 | $196,009 | $44,526 | $11,132iApproximate average salary by contribution assumption: employee only about $278,288 at 4% or $185,525 at 6%; with 50% employer match about $185,525 at 4% or $123,683 at 6%; with 100% employer match about $139,144 at 4% or $92,763 at 6%. |
| I & M HEATING & APPLIANCE SERVICE, INC. 401K PLAN | - | 4 | $196,009 | $44,526 | $11,132iApproximate average salary by contribution assumption: employee only about $278,288 at 4% or $185,525 at 6%; with 50% employer match about $185,525 at 4% or $123,683 at 6%; with 100% employer match about $139,144 at 4% or $92,763 at 6%. |
| 2007 | 1 | 3 | $0 | $0 | - |
| I & M HEATING & APPLIANCE SERVICE, INC. 401K PLAN | - | 3 | - | - | - |
| 2006 | 1 | 3 | $185,235 | $44,186 | $14,729iApproximate average salary by contribution assumption: employee only about $368,217 at 4% or $245,478 at 6%; with 50% employer match about $245,478 at 4% or $163,652 at 6%; with 100% employer match about $184,108 at 4% or $122,739 at 6%. |
| I & M HEATING & APPLIANCE SERVICE, INC. 401K PLAN | - | 3 | $185,235 | $44,186 | $14,729iApproximate average salary by contribution assumption: employee only about $368,217 at 4% or $245,478 at 6%; with 50% employer match about $245,478 at 4% or $163,652 at 6%; with 100% employer match about $184,108 at 4% or $122,739 at 6%. |
| 2005 | 1 | 3 | $123,801 | $41,560 | $13,853iApproximate average salary by contribution assumption: employee only about $346,333 at 4% or $230,889 at 6%; with 50% employer match about $230,889 at 4% or $153,926 at 6%; with 100% employer match about $173,167 at 4% or $115,444 at 6%. |
| I & M HEATING & APPLIANCE SERVICE, INC. 401K PLAN | - | 3 | $123,801 | $41,560 | $13,853iApproximate average salary by contribution assumption: employee only about $346,333 at 4% or $230,889 at 6%; with 50% employer match about $230,889 at 4% or $153,926 at 6%; with 100% employer match about $173,167 at 4% or $115,444 at 6%. |
| 2004 | 1 | 2 | $80,607 | $37,981 | $18,991iApproximate average salary by contribution assumption: employee only about $474,763 at 4% or $316,508 at 6%; with 50% employer match about $316,508 at 4% or $211,006 at 6%; with 100% employer match about $237,381 at 4% or $158,254 at 6%. |
| I & M HEATING & APPLIANCE SERVICE, INC. 401K PLAN | - | 2 | $80,607 | $37,981 | $18,991iApproximate average salary by contribution assumption: employee only about $474,763 at 4% or $316,508 at 6%; with 50% employer match about $316,508 at 4% or $211,006 at 6%; with 100% employer match about $237,381 at 4% or $158,254 at 6%. |