S & M Heating Sales Company
Plan context: S & M Heating Sales Company 401K Profit Sharing Plan & Trust
EIN 38-1684736 • West Bloomfield, MI • 26 filings • 7 plans
Current Snapshot
Latest Year
2022
2022 Participants
11
2022 Assets
$2,639,900
2022 Contributions
$34,378
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 |
|---|---|---|---|---|---|
| 2022 | 1 | 0 | $0 | $34,378 | - |
| S & M Heating Sales Company 401K Profit Sharing Plan & Trust | - | 0 | $0 | $34,378 | - |
| 2021 | 1 | 11 | $2,639,900 | $45,037 | $4,094iApproximate average salary by contribution assumption: employee only about $102,357 at 4% or $68,238 at 6%; with 50% employer match about $68,238 at 4% or $45,492 at 6%; with 100% employer match about $51,178 at 4% or $34,119 at 6%. |
| S & M Heating Sales Company 401K Profit Sharing Plan & Trust | - | 11 | $2,639,900 | $45,037 | $4,094iApproximate average salary by contribution assumption: employee only about $102,357 at 4% or $68,238 at 6%; with 50% employer match about $68,238 at 4% or $45,492 at 6%; with 100% employer match about $51,178 at 4% or $34,119 at 6%. |
| 2020 | 1 | 12 | $2,306,326 | $52,136 | $4,345iApproximate average salary by contribution assumption: employee only about $108,617 at 4% or $72,411 at 6%; with 50% employer match about $72,411 at 4% or $48,274 at 6%; with 100% employer match about $54,308 at 4% or $36,206 at 6%. |
| S & M Heating Sales Company 401K Profit Sharing Plan & Trust | - | 12 | $2,306,326 | $52,136 | $4,345iApproximate average salary by contribution assumption: employee only about $108,617 at 4% or $72,411 at 6%; with 50% employer match about $72,411 at 4% or $48,274 at 6%; with 100% employer match about $54,308 at 4% or $36,206 at 6%. |
| 2019 | 1 | 13 | $1,972,632 | $137,614 | $10,586iApproximate average salary by contribution assumption: employee only about $264,642 at 4% or $176,428 at 6%; with 50% employer match about $176,428 at 4% or $117,619 at 6%; with 100% employer match about $132,321 at 4% or $88,214 at 6%. |
| S & M Heating Sales Company 401K Profit Sharing Plan & Trust | - | 13 | $1,972,632 | $137,614 | $10,586iApproximate average salary by contribution assumption: employee only about $264,642 at 4% or $176,428 at 6%; with 50% employer match about $176,428 at 4% or $117,619 at 6%; with 100% employer match about $132,321 at 4% or $88,214 at 6%. |
| 2018 | 1 | 13 | $1,458,912 | $55,848 | $4,296iApproximate average salary by contribution assumption: employee only about $107,400 at 4% or $71,600 at 6%; with 50% employer match about $71,600 at 4% or $47,733 at 6%; with 100% employer match about $53,700 at 4% or $35,800 at 6%. |
| S & M Heating Sales Company 401K Profit Sharing Plan & Trust | - | 13 | $1,458,912 | $55,848 | $4,296iApproximate average salary by contribution assumption: employee only about $107,400 at 4% or $71,600 at 6%; with 50% employer match about $71,600 at 4% or $47,733 at 6%; with 100% employer match about $53,700 at 4% or $35,800 at 6%. |
| 2017 | 1 | 14 | $1,461,510 | $51,646 | $3,689iApproximate average salary by contribution assumption: employee only about $92,225 at 4% or $61,483 at 6%; with 50% employer match about $61,483 at 4% or $40,989 at 6%; with 100% employer match about $46,113 at 4% or $30,742 at 6%. |
| S & M Heating Sales Company 401K Profit Sharing Plan & Trust | - | 14 | $1,461,510 | $51,646 | $3,689iApproximate average salary by contribution assumption: employee only about $92,225 at 4% or $61,483 at 6%; with 50% employer match about $61,483 at 4% or $40,989 at 6%; with 100% employer match about $46,113 at 4% or $30,742 at 6%. |
| 2016 | 1 | 13 | $1,156,858 | $49,120 | $3,778iApproximate average salary by contribution assumption: employee only about $94,462 at 4% or $62,974 at 6%; with 50% employer match about $62,974 at 4% or $41,983 at 6%; with 100% employer match about $47,231 at 4% or $31,487 at 6%. |
| S & M Heating Sales Company 401K Profit Sharing Plan & Trust | - | 13 | $1,156,858 | $49,120 | $3,778iApproximate average salary by contribution assumption: employee only about $94,462 at 4% or $62,974 at 6%; with 50% employer match about $62,974 at 4% or $41,983 at 6%; with 100% employer match about $47,231 at 4% or $31,487 at 6%. |
| 2015 | 1 | 12 | $1,056,655 | $49,293 | $4,108iApproximate average salary by contribution assumption: employee only about $102,694 at 4% or $68,463 at 6%; with 50% employer match about $68,463 at 4% or $45,642 at 6%; with 100% employer match about $51,347 at 4% or $34,231 at 6%. |
| S & M Heating Sales Company 401K Profit Sharing Plan & Trust | - | 12 | $1,056,655 | $49,293 | $4,108iApproximate average salary by contribution assumption: employee only about $102,694 at 4% or $68,463 at 6%; with 50% employer match about $68,463 at 4% or $45,642 at 6%; with 100% employer match about $51,347 at 4% or $34,231 at 6%. |
| 2014 | 1 | 13 | $997,038 | $59,508 | $4,578iApproximate average salary by contribution assumption: employee only about $114,438 at 4% or $76,292 at 6%; with 50% employer match about $76,292 at 4% or $50,862 at 6%; with 100% employer match about $57,219 at 4% or $38,146 at 6%. |
| S & M Heating Sales Company 401K Profit Sharing Plan & Trust | - | 13 | $997,038 | $59,508 | $4,578iApproximate average salary by contribution assumption: employee only about $114,438 at 4% or $76,292 at 6%; with 50% employer match about $76,292 at 4% or $50,862 at 6%; with 100% employer match about $57,219 at 4% or $38,146 at 6%. |
| 2013 | 1 | 12 | $871,177 | $51,161 | $4,263iApproximate average salary by contribution assumption: employee only about $106,585 at 4% or $71,057 at 6%; with 50% employer match about $71,057 at 4% or $47,371 at 6%; with 100% employer match about $53,293 at 4% or $35,528 at 6%. |
| S & M Heating Sales Company 401K Profit Sharing Plan & Trust | - | 12 | $871,177 | $51,161 | $4,263iApproximate average salary by contribution assumption: employee only about $106,585 at 4% or $71,057 at 6%; with 50% employer match about $71,057 at 4% or $47,371 at 6%; with 100% employer match about $53,293 at 4% or $35,528 at 6%. |
| 2012 | 1 | 10 | $647,377 | $36,464 | $3,646iApproximate average salary by contribution assumption: employee only about $91,160 at 4% or $60,773 at 6%; with 50% employer match about $60,773 at 4% or $40,516 at 6%; with 100% employer match about $45,580 at 4% or $30,387 at 6%. |
| S & M Heating Sales Company 401K Profit Sharing Plan & Trust | - | 10 | $647,377 | $36,464 | $3,646iApproximate average salary by contribution assumption: employee only about $91,160 at 4% or $60,773 at 6%; with 50% employer match about $60,773 at 4% or $40,516 at 6%; with 100% employer match about $45,580 at 4% or $30,387 at 6%. |
| 2011 | 1 | 11 | $534,356 | $37,789 | $3,435iApproximate average salary by contribution assumption: employee only about $85,884 at 4% or $57,256 at 6%; with 50% employer match about $57,256 at 4% or $38,171 at 6%; with 100% employer match about $42,942 at 4% or $28,628 at 6%. |
| S & M Heating Sales Company 401K Profit Sharing Plan & Trust | - | 11 | $534,356 | $37,789 | $3,435iApproximate average salary by contribution assumption: employee only about $85,884 at 4% or $57,256 at 6%; with 50% employer match about $57,256 at 4% or $38,171 at 6%; with 100% employer match about $42,942 at 4% or $28,628 at 6%. |
| 2010 | 1 | 7 | $545,925 | $38,875 | $5,554iApproximate average salary by contribution assumption: employee only about $138,839 at 4% or $92,560 at 6%; with 50% employer match about $92,560 at 4% or $61,706 at 6%; with 100% employer match about $69,420 at 4% or $46,280 at 6%. |
| S & M Heating Sales Company 401K Profit Sharing Plan & Trust | - | 7 | $545,925 | $38,875 | $5,554iApproximate average salary by contribution assumption: employee only about $138,839 at 4% or $92,560 at 6%; with 50% employer match about $92,560 at 4% or $61,706 at 6%; with 100% employer match about $69,420 at 4% or $46,280 at 6%. |
| 2009 | 1 | 9 | $522,369 | $41,045 | $4,561iApproximate average salary by contribution assumption: employee only about $114,014 at 4% or $76,009 at 6%; with 50% employer match about $76,009 at 4% or $50,673 at 6%; with 100% employer match about $57,007 at 4% or $38,005 at 6%. |
| S & M Heating Sales Company 401K Profit Sharing Plan & Trust | - | 9 | $522,369 | $41,045 | $4,561iApproximate average salary by contribution assumption: employee only about $114,014 at 4% or $76,009 at 6%; with 50% employer match about $76,009 at 4% or $50,673 at 6%; with 100% employer match about $57,007 at 4% or $38,005 at 6%. |
| 2008 | 1 | 7 | $372,966 | $50,799 | $7,257iApproximate average salary by contribution assumption: employee only about $181,425 at 4% or $120,950 at 6%; with 50% employer match about $120,950 at 4% or $80,633 at 6%; with 100% employer match about $90,713 at 4% or $60,475 at 6%. |
| S & M Heating Sales Company 401K Profit Sharing Plan & Trust | - | 7 | $372,966 | $50,799 | $7,257iApproximate average salary by contribution assumption: employee only about $181,425 at 4% or $120,950 at 6%; with 50% employer match about $120,950 at 4% or $80,633 at 6%; with 100% employer match about $90,713 at 4% or $60,475 at 6%. |
| 2007 | 1 | 14 | $0 | $0 | - |
| S & M Heating Sales Company 401K Profit Sharing Plan & Trust | - | 14 | - | - | - |
| 2006 | 1 | 12 | $644,443 | $72,749 | $6,062iApproximate average salary by contribution assumption: employee only about $151,560 at 4% or $101,040 at 6%; with 50% employer match about $101,040 at 4% or $67,360 at 6%; with 100% employer match about $75,780 at 4% or $50,520 at 6%. |
| S & M Heating Sales Company 401K Profit Sharing Plan & Trust | - | 12 | $644,443 | $72,749 | $6,062iApproximate average salary by contribution assumption: employee only about $151,560 at 4% or $101,040 at 6%; with 50% employer match about $101,040 at 4% or $67,360 at 6%; with 100% employer match about $75,780 at 4% or $50,520 at 6%. |
| 2005 | 1 | 12 | $543,363 | $76,945 | $6,412iApproximate average salary by contribution assumption: employee only about $160,302 at 4% or $106,868 at 6%; with 50% employer match about $106,868 at 4% or $71,245 at 6%; with 100% employer match about $80,151 at 4% or $53,434 at 6%. |
| S & M Heating Sales Company 401K Profit Sharing Plan & Trust | - | 12 | $543,363 | $76,945 | $6,412iApproximate average salary by contribution assumption: employee only about $160,302 at 4% or $106,868 at 6%; with 50% employer match about $106,868 at 4% or $71,245 at 6%; with 100% employer match about $80,151 at 4% or $53,434 at 6%. |
| 2004 | 1 | 16 | $435,160 | $73,139 | $4,571iApproximate average salary by contribution assumption: employee only about $114,280 at 4% or $76,186 at 6%; with 50% employer match about $76,186 at 4% or $50,791 at 6%; with 100% employer match about $57,140 at 4% or $38,093 at 6%. |
| S & M Heating Sales Company 401K Profit Sharing Plan & Trust | - | 16 | $435,160 | $73,139 | $4,571iApproximate average salary by contribution assumption: employee only about $114,280 at 4% or $76,186 at 6%; with 50% employer match about $76,186 at 4% or $50,791 at 6%; with 100% employer match about $57,140 at 4% or $38,093 at 6%. |
| 2003 | 1 | 15 | $343,527 | $70,823 | $4,722iApproximate average salary by contribution assumption: employee only about $118,038 at 4% or $78,692 at 6%; with 50% employer match about $78,692 at 4% or $52,461 at 6%; with 100% employer match about $59,019 at 4% or $39,346 at 6%. |
| S & M Heating Sales Company 401K Profit Sharing Plan & Trust | - | 15 | $343,527 | $70,823 | $4,722iApproximate average salary by contribution assumption: employee only about $118,038 at 4% or $78,692 at 6%; with 50% employer match about $78,692 at 4% or $52,461 at 6%; with 100% employer match about $59,019 at 4% or $39,346 at 6%. |
| 2002 | 1 | 11 | $0 | $0 | - |
| S & M Heating Sales Company 401K Profit Sharing Plan & Trust | - | 11 | - | - | - |
| 2001 | 2 | 11 | $192,202 | $122,161 | $11,106iApproximate average salary by contribution assumption: employee only about $277,639 at 4% or $185,092 at 6%; with 50% employer match about $185,092 at 4% or $123,395 at 6%; with 100% employer match about $138,819 at 4% or $92,546 at 6%. |
| S & M Heating Sales Company 401K Profit Sharing Plan & Trust | - | 11 | $192,202 | $122,161 | $11,106iApproximate average salary by contribution assumption: employee only about $277,639 at 4% or $185,092 at 6%; with 50% employer match about $185,092 at 4% or $123,395 at 6%; with 100% employer match about $138,819 at 4% or $92,546 at 6%. |
| S & M HEATING SALES CO. SAVINGS & PROFIT SHARING PLAN | - | 0 | - | - | - |
| 2000 | 2 | 10 | $1,124,422 | $0 | - |
| S & M HEATING SALES CO. SAVINGS & PROFIT SHARING PLAN | - | 10 | $1,124,422 | - | - |
| S & M Heating Sales Company 401K Profit Sharing Plan & Trust | - | 10 | - | - | - |
| 1999 | 1 | 10 | $10,733 | $10,159 | $1,016iApproximate average salary by contribution assumption: employee only about $25,398 at 4% or $16,932 at 6%; with 50% employer match about $16,932 at 4% or $11,288 at 6%; with 100% employer match about $12,699 at 4% or $8,466 at 6%. |
| S & M Heating Sales Company 401K Profit Sharing Plan & Trust | - | 10 | $10,733 | $10,159 | $1,016iApproximate average salary by contribution assumption: employee only about $25,398 at 4% or $16,932 at 6%; with 50% employer match about $16,932 at 4% or $11,288 at 6%; with 100% employer match about $12,699 at 4% or $8,466 at 6%. |