Civic Intelligence

Borter Heating & Air Conditioning

Plan context: Borter Heating & Air Conditioning Co. 401 K Profit Sharing P&T

EIN 36-2537978 • Wheaton, IL • 28 filings • 5 plans

0n441 Pleasant Hill RdWheaton, IL 60187-2947
Current Snapshot

Latest Year

2025

2025 Participants

35

2025 Assets

$4,786,998

2025 Contributions

$399,658

Historical Graphs

Total Assets Over Time

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

$4,909,644$2,454,822$0199920132025YearValue
$4,786,998Latest year 2025

Participants Over Time

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

35180199920122025YearValue
35Latest year 2025

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
2025135$4,786,998$399,658$11,419iApproximate average salary by contribution assumption: employee only about $285,470 at 4% or $190,313 at 6%; with 50% employer match about $190,313 at 4% or $126,876 at 6%; with 100% employer match about $142,735 at 4% or $95,157 at 6%.
Borter Heating & Air Conditioning Co. 401 K Profit Sharing P&T-35$4,786,998$399,658$11,419iApproximate average salary by contribution assumption: employee only about $285,470 at 4% or $190,313 at 6%; with 50% employer match about $190,313 at 4% or $126,876 at 6%; with 100% employer match about $142,735 at 4% or $95,157 at 6%.
2024133$3,549,794$267,128$8,095iApproximate average salary by contribution assumption: employee only about $202,370 at 4% or $134,913 at 6%; with 50% employer match about $134,913 at 4% or $89,942 at 6%; with 100% employer match about $101,185 at 4% or $67,457 at 6%.
Borter Heating & Air Conditioning Co. 401 K Profit Sharing P&T-33$3,549,794$267,128$8,095iApproximate average salary by contribution assumption: employee only about $202,370 at 4% or $134,913 at 6%; with 50% employer match about $134,913 at 4% or $89,942 at 6%; with 100% employer match about $101,185 at 4% or $67,457 at 6%.
2023131$2,959,300$264,219$8,523iApproximate average salary by contribution assumption: employee only about $213,080 at 4% or $142,053 at 6%; with 50% employer match about $142,053 at 4% or $94,702 at 6%; with 100% employer match about $106,540 at 4% or $71,027 at 6%.
Borter Heating & Air Conditioning Co. 401 K Profit Sharing P&T-31$2,959,300$264,219$8,523iApproximate average salary by contribution assumption: employee only about $213,080 at 4% or $142,053 at 6%; with 50% employer match about $142,053 at 4% or $94,702 at 6%; with 100% employer match about $106,540 at 4% or $71,027 at 6%.
2022127$2,965,136$246,032$9,112iApproximate average salary by contribution assumption: employee only about $227,807 at 4% or $151,872 at 6%; with 50% employer match about $151,872 at 4% or $101,248 at 6%; with 100% employer match about $113,904 at 4% or $75,936 at 6%.
Borter Heating & Air Conditioning Co. 401 K Profit Sharing P&T-27$2,965,136$246,032$9,112iApproximate average salary by contribution assumption: employee only about $227,807 at 4% or $151,872 at 6%; with 50% employer match about $151,872 at 4% or $101,248 at 6%; with 100% employer match about $113,904 at 4% or $75,936 at 6%.
2021129$4,909,644$269,944$9,308iApproximate average salary by contribution assumption: employee only about $232,710 at 4% or $155,140 at 6%; with 50% employer match about $155,140 at 4% or $103,427 at 6%; with 100% employer match about $116,355 at 4% or $77,570 at 6%.
Borter Heating & Air Conditioning Co. 401 K Profit Sharing P&T-29$4,909,644$269,944$9,308iApproximate average salary by contribution assumption: employee only about $232,710 at 4% or $155,140 at 6%; with 50% employer match about $155,140 at 4% or $103,427 at 6%; with 100% employer match about $116,355 at 4% or $77,570 at 6%.
2020129$4,367,376$238,372$8,220iApproximate average salary by contribution assumption: employee only about $205,493 at 4% or $136,995 at 6%; with 50% employer match about $136,995 at 4% or $91,330 at 6%; with 100% employer match about $102,747 at 4% or $68,498 at 6%.
Borter Heating & Air Conditioning Co. 401 K Profit Sharing P&T-29$4,367,376$238,372$8,220iApproximate average salary by contribution assumption: employee only about $205,493 at 4% or $136,995 at 6%; with 50% employer match about $136,995 at 4% or $91,330 at 6%; with 100% employer match about $102,747 at 4% or $68,498 at 6%.
2019129$3,771,695$240,816$8,304iApproximate average salary by contribution assumption: employee only about $207,600 at 4% or $138,400 at 6%; with 50% employer match about $138,400 at 4% or $92,267 at 6%; with 100% employer match about $103,800 at 4% or $69,200 at 6%.
Borter Heating & Air Conditioning Co. 401 K Profit Sharing P&T-29$3,771,695$240,816$8,304iApproximate average salary by contribution assumption: employee only about $207,600 at 4% or $138,400 at 6%; with 50% employer match about $138,400 at 4% or $92,267 at 6%; with 100% employer match about $103,800 at 4% or $69,200 at 6%.
2018124$3,089,018$225,545$9,398iApproximate average salary by contribution assumption: employee only about $234,943 at 4% or $156,628 at 6%; with 50% employer match about $156,628 at 4% or $104,419 at 6%; with 100% employer match about $117,471 at 4% or $78,314 at 6%.
Borter Heating & Air Conditioning Co. 401 K Profit Sharing P&T-24$3,089,018$225,545$9,398iApproximate average salary by contribution assumption: employee only about $234,943 at 4% or $156,628 at 6%; with 50% employer match about $156,628 at 4% or $104,419 at 6%; with 100% employer match about $117,471 at 4% or $78,314 at 6%.
2017126$3,092,688$204,276$7,857iApproximate average salary by contribution assumption: employee only about $196,419 at 4% or $130,946 at 6%; with 50% employer match about $130,946 at 4% or $87,297 at 6%; with 100% employer match about $98,210 at 4% or $65,473 at 6%.
Borter Heating & Air Conditioning Co. 401 K Profit Sharing P&T-26$3,092,688$204,276$7,857iApproximate average salary by contribution assumption: employee only about $196,419 at 4% or $130,946 at 6%; with 50% employer match about $130,946 at 4% or $87,297 at 6%; with 100% employer match about $98,210 at 4% or $65,473 at 6%.
2016126$3,083,735$186,974$7,191iApproximate average salary by contribution assumption: employee only about $179,783 at 4% or $119,855 at 6%; with 50% employer match about $119,855 at 4% or $79,903 at 6%; with 100% employer match about $89,891 at 4% or $59,928 at 6%.
Borter Heating & Air Conditioning Co. 401 K Profit Sharing P&T-26$3,083,735$186,974$7,191iApproximate average salary by contribution assumption: employee only about $179,783 at 4% or $119,855 at 6%; with 50% employer match about $119,855 at 4% or $79,903 at 6%; with 100% employer match about $89,891 at 4% or $59,928 at 6%.
2015125$2,838,368$184,129$7,365iApproximate average salary by contribution assumption: employee only about $184,129 at 4% or $122,753 at 6%; with 50% employer match about $122,753 at 4% or $81,835 at 6%; with 100% employer match about $92,065 at 4% or $61,376 at 6%.
Borter Heating & Air Conditioning Co. 401 K Profit Sharing P&T-25$2,838,368$184,129$7,365iApproximate average salary by contribution assumption: employee only about $184,129 at 4% or $122,753 at 6%; with 50% employer match about $122,753 at 4% or $81,835 at 6%; with 100% employer match about $92,065 at 4% or $61,376 at 6%.
2014124$2,715,597$167,880$6,995iApproximate average salary by contribution assumption: employee only about $174,875 at 4% or $116,583 at 6%; with 50% employer match about $116,583 at 4% or $77,722 at 6%; with 100% employer match about $87,438 at 4% or $58,292 at 6%.
Borter Heating & Air Conditioning Co. 401 K Profit Sharing P&T-24$2,715,597$167,880$6,995iApproximate average salary by contribution assumption: employee only about $174,875 at 4% or $116,583 at 6%; with 50% employer match about $116,583 at 4% or $77,722 at 6%; with 100% employer match about $87,438 at 4% or $58,292 at 6%.
2013123$2,573,796$154,295$6,708iApproximate average salary by contribution assumption: employee only about $167,712 at 4% or $111,808 at 6%; with 50% employer match about $111,808 at 4% or $74,539 at 6%; with 100% employer match about $83,856 at 4% or $55,904 at 6%.
Borter Heating & Air Conditioning Co. 401 K Profit Sharing P&T-23$2,573,796$154,295$6,708iApproximate average salary by contribution assumption: employee only about $167,712 at 4% or $111,808 at 6%; with 50% employer match about $111,808 at 4% or $74,539 at 6%; with 100% employer match about $83,856 at 4% or $55,904 at 6%.
2012121$2,413,768$147,766$7,036iApproximate average salary by contribution assumption: employee only about $175,912 at 4% or $117,275 at 6%; with 50% employer match about $117,275 at 4% or $78,183 at 6%; with 100% employer match about $87,956 at 4% or $58,637 at 6%.
Borter Heating & Air Conditioning Co. 401 K Profit Sharing P&T-21$2,413,768$147,766$7,036iApproximate average salary by contribution assumption: employee only about $175,912 at 4% or $117,275 at 6%; with 50% employer match about $117,275 at 4% or $78,183 at 6%; with 100% employer match about $87,956 at 4% or $58,637 at 6%.
2011124$2,319,433$158,333$6,597iApproximate average salary by contribution assumption: employee only about $164,930 at 4% or $109,953 at 6%; with 50% employer match about $109,953 at 4% or $73,302 at 6%; with 100% employer match about $82,465 at 4% or $54,977 at 6%.
Borter Heating & Air Conditioning Co. 401 K Profit Sharing P&T-24$2,319,433$158,333$6,597iApproximate average salary by contribution assumption: employee only about $164,930 at 4% or $109,953 at 6%; with 50% employer match about $109,953 at 4% or $73,302 at 6%; with 100% employer match about $82,465 at 4% or $54,977 at 6%.
2010126$2,307,871$147,234$5,663iApproximate average salary by contribution assumption: employee only about $141,571 at 4% or $94,381 at 6%; with 50% employer match about $94,381 at 4% or $62,921 at 6%; with 100% employer match about $70,786 at 4% or $47,190 at 6%.
Borter Heating & Air Conditioning Co. 401 K Profit Sharing P&T-26$2,307,871$147,234$5,663iApproximate average salary by contribution assumption: employee only about $141,571 at 4% or $94,381 at 6%; with 50% employer match about $94,381 at 4% or $62,921 at 6%; with 100% employer match about $70,786 at 4% or $47,190 at 6%.
2009124$2,033,579$150,241$6,260iApproximate average salary by contribution assumption: employee only about $156,501 at 4% or $104,334 at 6%; with 50% employer match about $104,334 at 4% or $69,556 at 6%; with 100% employer match about $78,251 at 4% or $52,167 at 6%.
Borter Heating & Air Conditioning Co. 401 K Profit Sharing P&T-24$2,033,579$150,241$6,260iApproximate average salary by contribution assumption: employee only about $156,501 at 4% or $104,334 at 6%; with 50% employer match about $104,334 at 4% or $69,556 at 6%; with 100% employer match about $78,251 at 4% or $52,167 at 6%.
2008123$1,417,533$166,438$7,236iApproximate average salary by contribution assumption: employee only about $180,911 at 4% or $120,607 at 6%; with 50% employer match about $120,607 at 4% or $80,405 at 6%; with 100% employer match about $90,455 at 4% or $60,304 at 6%.
Borter Heating & Air Conditioning Co. 401 K Profit Sharing P&T-23$1,417,533$166,438$7,236iApproximate average salary by contribution assumption: employee only about $180,911 at 4% or $120,607 at 6%; with 50% employer match about $120,607 at 4% or $80,405 at 6%; with 100% employer match about $90,455 at 4% or $60,304 at 6%.
2007121$2,261,299$182,170$8,675iApproximate average salary by contribution assumption: employee only about $216,869 at 4% or $144,579 at 6%; with 50% employer match about $144,579 at 4% or $96,386 at 6%; with 100% employer match about $108,435 at 4% or $72,290 at 6%.
Borter Heating & Air Conditioning Co. 401 K Profit Sharing P&T-21$2,261,299$182,170$8,675iApproximate average salary by contribution assumption: employee only about $216,869 at 4% or $144,579 at 6%; with 50% employer match about $144,579 at 4% or $96,386 at 6%; with 100% employer match about $108,435 at 4% or $72,290 at 6%.
2006123$1,927,769$156,645$6,811iApproximate average salary by contribution assumption: employee only about $170,266 at 4% or $113,511 at 6%; with 50% employer match about $113,511 at 4% or $75,674 at 6%; with 100% employer match about $85,133 at 4% or $56,755 at 6%.
Borter Heating & Air Conditioning Co. 401 K Profit Sharing P&T-23$1,927,769$156,645$6,811iApproximate average salary by contribution assumption: employee only about $170,266 at 4% or $113,511 at 6%; with 50% employer match about $113,511 at 4% or $75,674 at 6%; with 100% employer match about $85,133 at 4% or $56,755 at 6%.
2005121$1,619,870$141,165$6,722iApproximate average salary by contribution assumption: employee only about $168,054 at 4% or $112,036 at 6%; with 50% employer match about $112,036 at 4% or $74,690 at 6%; with 100% employer match about $84,027 at 4% or $56,018 at 6%.
Borter Heating & Air Conditioning Co. 401 K Profit Sharing P&T-21$1,619,870$141,165$6,722iApproximate average salary by contribution assumption: employee only about $168,054 at 4% or $112,036 at 6%; with 50% employer match about $112,036 at 4% or $74,690 at 6%; with 100% employer match about $84,027 at 4% or $56,018 at 6%.
2004121$1,326,397$128,004$6,095iApproximate average salary by contribution assumption: employee only about $152,386 at 4% or $101,590 at 6%; with 50% employer match about $101,590 at 4% or $67,727 at 6%; with 100% employer match about $76,193 at 4% or $50,795 at 6%.
Borter Heating & Air Conditioning Co. 401 K Profit Sharing P&T-21$1,326,397$128,004$6,095iApproximate average salary by contribution assumption: employee only about $152,386 at 4% or $101,590 at 6%; with 50% employer match about $101,590 at 4% or $67,727 at 6%; with 100% employer match about $76,193 at 4% or $50,795 at 6%.
2003121$1,075,245$129,123$6,149iApproximate average salary by contribution assumption: employee only about $153,718 at 4% or $102,479 at 6%; with 50% employer match about $102,479 at 4% or $68,319 at 6%; with 100% employer match about $76,859 at 4% or $51,239 at 6%.
Borter Heating & Air Conditioning Co. 401 K Profit Sharing P&T-21$1,075,245$129,123$6,149iApproximate average salary by contribution assumption: employee only about $153,718 at 4% or $102,479 at 6%; with 50% employer match about $102,479 at 4% or $68,319 at 6%; with 100% employer match about $76,859 at 4% or $51,239 at 6%.
2002121$883,913$151,767$7,227iApproximate average salary by contribution assumption: employee only about $180,675 at 4% or $120,450 at 6%; with 50% employer match about $120,450 at 4% or $80,300 at 6%; with 100% employer match about $90,338 at 4% or $60,225 at 6%.
Borter Heating & Air Conditioning Co. 401 K Profit Sharing P&T-21$883,913$151,767$7,227iApproximate average salary by contribution assumption: employee only about $180,675 at 4% or $120,450 at 6%; with 50% employer match about $120,450 at 4% or $80,300 at 6%; with 100% employer match about $90,338 at 4% or $60,225 at 6%.
2001222$0$0-
Borter Heating & Air Conditioning Co. 401 K Profit Sharing P&T-22---
BORTER HEATING & AIR CONDITION, INC., FLEXIBLE BENEFIT PLAN-0---
2000122$1,023,611$131,869$5,994iApproximate average salary by contribution assumption: employee only about $149,851 at 4% or $99,901 at 6%; with 50% employer match about $99,901 at 4% or $66,601 at 6%; with 100% employer match about $74,926 at 4% or $49,950 at 6%.
Borter Heating & Air Conditioning Co. 401 K Profit Sharing P&T-22$1,023,611$131,869$5,994iApproximate average salary by contribution assumption: employee only about $149,851 at 4% or $99,901 at 6%; with 50% employer match about $99,901 at 4% or $66,601 at 6%; with 100% employer match about $74,926 at 4% or $49,950 at 6%.
1999123$1,029,002$103,075$4,482iApproximate average salary by contribution assumption: employee only about $112,038 at 4% or $74,692 at 6%; with 50% employer match about $74,692 at 4% or $49,795 at 6%; with 100% employer match about $56,019 at 4% or $37,346 at 6%.
Borter Heating & Air Conditioning Co. 401 K Profit Sharing P&T-23$1,029,002$103,075$4,482iApproximate average salary by contribution assumption: employee only about $112,038 at 4% or $74,692 at 6%; with 50% employer match about $74,692 at 4% or $49,795 at 6%; with 100% employer match about $56,019 at 4% or $37,346 at 6%.