Civic Intelligence

Polk County Heating & Cooling Inc.

Plan context: Polk County Heating & Cooling Inc. 401K Retirement Plan

EIN 36-4736151 • Polk City, IA • 13 filings • 1 plans

207 North 2nd StreetSuite A, P.O. Box 158Polk City, IA 50226
Current Snapshot

Latest Year

2025

2025 Participants

28

2025 Assets

$1,995,610

2025 Contributions

$159,959

Historical Graphs

Total Assets Over Time

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

$1,995,610$997,805$0201320192025YearValue
$1,995,610Latest year 2025

Participants Over Time

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

30150201320192025YearValue
28Latest 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
2025128$1,995,610$159,959$5,713iApproximate average salary by contribution assumption: employee only about $142,821 at 4% or $95,214 at 6%; with 50% employer match about $95,214 at 4% or $63,476 at 6%; with 100% employer match about $71,410 at 4% or $47,607 at 6%.
Polk County Heating & Cooling Inc. 401K Retirement Plan-28$1,995,610$159,959$5,713iApproximate average salary by contribution assumption: employee only about $142,821 at 4% or $95,214 at 6%; with 50% employer match about $95,214 at 4% or $63,476 at 6%; with 100% employer match about $71,410 at 4% or $47,607 at 6%.
2024125$1,589,459$181,440$7,258iApproximate average salary by contribution assumption: employee only about $181,440 at 4% or $120,960 at 6%; with 50% employer match about $120,960 at 4% or $80,640 at 6%; with 100% employer match about $90,720 at 4% or $60,480 at 6%.
Polk County Heating & Cooling Inc. 401K Retirement Plan-25$1,589,459$181,440$7,258iApproximate average salary by contribution assumption: employee only about $181,440 at 4% or $120,960 at 6%; with 50% employer match about $120,960 at 4% or $80,640 at 6%; with 100% employer match about $90,720 at 4% or $60,480 at 6%.
2023130$1,466,713$148,222$4,941iApproximate average salary by contribution assumption: employee only about $123,518 at 4% or $82,346 at 6%; with 50% employer match about $82,346 at 4% or $54,897 at 6%; with 100% employer match about $61,759 at 4% or $41,173 at 6%.
Polk County Heating & Cooling Inc. 401K Retirement Plan-30$1,466,713$148,222$4,941iApproximate average salary by contribution assumption: employee only about $123,518 at 4% or $82,346 at 6%; with 50% employer match about $82,346 at 4% or $54,897 at 6%; with 100% employer match about $61,759 at 4% or $41,173 at 6%.
2022129$1,222,963$112,073$3,865iApproximate average salary by contribution assumption: employee only about $96,615 at 4% or $64,410 at 6%; with 50% employer match about $64,410 at 4% or $42,940 at 6%; with 100% employer match about $48,307 at 4% or $32,205 at 6%.
Polk County Heating & Cooling Inc. 401K Retirement Plan-29$1,222,963$112,073$3,865iApproximate average salary by contribution assumption: employee only about $96,615 at 4% or $64,410 at 6%; with 50% employer match about $64,410 at 4% or $42,940 at 6%; with 100% employer match about $48,307 at 4% or $32,205 at 6%.
2021127$1,377,259$124,652$4,617iApproximate average salary by contribution assumption: employee only about $115,419 at 4% or $76,946 at 6%; with 50% employer match about $76,946 at 4% or $51,297 at 6%; with 100% employer match about $57,709 at 4% or $38,473 at 6%.
Polk County Heating & Cooling Inc. 401K Retirement Plan-27$1,377,259$124,652$4,617iApproximate average salary by contribution assumption: employee only about $115,419 at 4% or $76,946 at 6%; with 50% employer match about $76,946 at 4% or $51,297 at 6%; with 100% employer match about $57,709 at 4% or $38,473 at 6%.
2020126$1,149,834$113,230$4,355iApproximate average salary by contribution assumption: employee only about $108,875 at 4% or $72,583 at 6%; with 50% employer match about $72,583 at 4% or $48,389 at 6%; with 100% employer match about $54,438 at 4% or $36,292 at 6%.
Polk County Heating & Cooling Inc. 401K Retirement Plan-26$1,149,834$113,230$4,355iApproximate average salary by contribution assumption: employee only about $108,875 at 4% or $72,583 at 6%; with 50% employer match about $72,583 at 4% or $48,389 at 6%; with 100% employer match about $54,438 at 4% or $36,292 at 6%.
2019128$1,108,216$102,549$3,662iApproximate average salary by contribution assumption: employee only about $91,562 at 4% or $61,041 at 6%; with 50% employer match about $61,041 at 4% or $40,694 at 6%; with 100% employer match about $45,781 at 4% or $30,521 at 6%.
Polk County Heating & Cooling Inc. 401K Retirement Plan-28$1,108,216$102,549$3,662iApproximate average salary by contribution assumption: employee only about $91,562 at 4% or $61,041 at 6%; with 50% employer match about $61,041 at 4% or $40,694 at 6%; with 100% employer match about $45,781 at 4% or $30,521 at 6%.
2018122$1,102,497$39,664$1,803iApproximate average salary by contribution assumption: employee only about $45,073 at 4% or $30,048 at 6%; with 50% employer match about $30,048 at 4% or $20,032 at 6%; with 100% employer match about $22,536 at 4% or $15,024 at 6%.
Polk County Heating & Cooling Inc. 401K Retirement Plan-22$1,102,497$39,664$1,803iApproximate average salary by contribution assumption: employee only about $45,073 at 4% or $30,048 at 6%; with 50% employer match about $30,048 at 4% or $20,032 at 6%; with 100% employer match about $22,536 at 4% or $15,024 at 6%.
2017123$1,178,114$39,700$1,726iApproximate average salary by contribution assumption: employee only about $43,152 at 4% or $28,768 at 6%; with 50% employer match about $28,768 at 4% or $19,179 at 6%; with 100% employer match about $21,576 at 4% or $14,384 at 6%.
Polk County Heating & Cooling Inc. 401K Retirement Plan-23$1,178,114$39,700$1,726iApproximate average salary by contribution assumption: employee only about $43,152 at 4% or $28,768 at 6%; with 50% employer match about $28,768 at 4% or $19,179 at 6%; with 100% employer match about $21,576 at 4% or $14,384 at 6%.
2016125$989,846$99,693$3,988iApproximate average salary by contribution assumption: employee only about $99,693 at 4% or $66,462 at 6%; with 50% employer match about $66,462 at 4% or $44,308 at 6%; with 100% employer match about $49,847 at 4% or $33,231 at 6%.
Polk County Heating & Cooling Inc. 401K Retirement Plan-25$989,846$99,693$3,988iApproximate average salary by contribution assumption: employee only about $99,693 at 4% or $66,462 at 6%; with 50% employer match about $66,462 at 4% or $44,308 at 6%; with 100% employer match about $49,847 at 4% or $33,231 at 6%.
2015125$906,887$20,292$812iApproximate average salary by contribution assumption: employee only about $20,292 at 4% or $13,528 at 6%; with 50% employer match about $13,528 at 4% or $9,019 at 6%; with 100% employer match about $10,146 at 4% or $6,764 at 6%.
Polk County Heating & Cooling Inc. 401K Retirement Plan-25$906,887$20,292$812iApproximate average salary by contribution assumption: employee only about $20,292 at 4% or $13,528 at 6%; with 50% employer match about $13,528 at 4% or $9,019 at 6%; with 100% employer match about $10,146 at 4% or $6,764 at 6%.
2014124$925,136$24,868$1,036iApproximate average salary by contribution assumption: employee only about $25,904 at 4% or $17,269 at 6%; with 50% employer match about $17,269 at 4% or $11,513 at 6%; with 100% employer match about $12,952 at 4% or $8,635 at 6%.
Polk County Heating & Cooling Inc. 401K Retirement Plan-24$925,136$24,868$1,036iApproximate average salary by contribution assumption: employee only about $25,904 at 4% or $17,269 at 6%; with 50% employer match about $17,269 at 4% or $11,513 at 6%; with 100% employer match about $12,952 at 4% or $8,635 at 6%.
2013125$1,075,711$29,487$1,179iApproximate average salary by contribution assumption: employee only about $29,487 at 4% or $19,658 at 6%; with 50% employer match about $19,658 at 4% or $13,105 at 6%; with 100% employer match about $14,744 at 4% or $9,829 at 6%.
Polk County Heating & Cooling Inc. 401K Retirement Plan-25$1,075,711$29,487$1,179iApproximate average salary by contribution assumption: employee only about $29,487 at 4% or $19,658 at 6%; with 50% employer match about $19,658 at 4% or $13,105 at 6%; with 100% employer match about $14,744 at 4% or $9,829 at 6%.