Civic Intelligence

Applegate Heating & Air Conditioning Inc.

Plan context: Applegate Heating & Air Conditioning Inc. 401K Profit Sharing Plan

EIN 38-2061007 • Jackson, MI • 26 filings • 7 plans

485 E South StreetJackson, MI 49203
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$4,234,563

2024 Contributions

$109,203

Historical Graphs

Total Assets Over Time

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

$4,234,563$2,117,282$0199920122024YearValue
$4,234,563Latest year 2024

Participants Over Time

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

44220199920122024YearValue
16Latest year 2024

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
2024116$4,234,563$109,203$6,825iApproximate average salary by contribution assumption: employee only about $170,630 at 4% or $113,753 at 6%; with 50% employer match about $113,753 at 4% or $75,835 at 6%; with 100% employer match about $85,315 at 4% or $56,877 at 6%.
Applegate Heating & Air Conditioning Inc. 401K Profit Sharing Plan-16$4,234,563$109,203$6,825iApproximate average salary by contribution assumption: employee only about $170,630 at 4% or $113,753 at 6%; with 50% employer match about $113,753 at 4% or $75,835 at 6%; with 100% employer match about $85,315 at 4% or $56,877 at 6%.
2023115$3,697,776$88,581$5,905iApproximate average salary by contribution assumption: employee only about $147,635 at 4% or $98,423 at 6%; with 50% employer match about $98,423 at 4% or $65,616 at 6%; with 100% employer match about $73,818 at 4% or $49,212 at 6%.
Applegate Heating & Air Conditioning Inc. 401K Profit Sharing Plan-15$3,697,776$88,581$5,905iApproximate average salary by contribution assumption: employee only about $147,635 at 4% or $98,423 at 6%; with 50% employer match about $98,423 at 4% or $65,616 at 6%; with 100% employer match about $73,818 at 4% or $49,212 at 6%.
2022114$3,171,714$76,090$5,435iApproximate average salary by contribution assumption: employee only about $135,875 at 4% or $90,583 at 6%; with 50% employer match about $90,583 at 4% or $60,389 at 6%; with 100% employer match about $67,938 at 4% or $45,292 at 6%.
Applegate Heating & Air Conditioning Inc. 401K Profit Sharing Plan-14$3,171,714$76,090$5,435iApproximate average salary by contribution assumption: employee only about $135,875 at 4% or $90,583 at 6%; with 50% employer match about $90,583 at 4% or $60,389 at 6%; with 100% employer match about $67,938 at 4% or $45,292 at 6%.
2021116$3,742,678$71,553$4,472iApproximate average salary by contribution assumption: employee only about $111,802 at 4% or $74,534 at 6%; with 50% employer match about $74,534 at 4% or $49,690 at 6%; with 100% employer match about $55,901 at 4% or $37,267 at 6%.
Applegate Heating & Air Conditioning Inc. 401K Profit Sharing Plan-16$3,742,678$71,553$4,472iApproximate average salary by contribution assumption: employee only about $111,802 at 4% or $74,534 at 6%; with 50% employer match about $74,534 at 4% or $49,690 at 6%; with 100% employer match about $55,901 at 4% or $37,267 at 6%.
2020116$3,301,764$65,207$4,075iApproximate average salary by contribution assumption: employee only about $101,886 at 4% or $67,924 at 6%; with 50% employer match about $67,924 at 4% or $45,283 at 6%; with 100% employer match about $50,943 at 4% or $33,962 at 6%.
Applegate Heating & Air Conditioning Inc. 401K Profit Sharing Plan-16$3,301,764$65,207$4,075iApproximate average salary by contribution assumption: employee only about $101,886 at 4% or $67,924 at 6%; with 50% employer match about $67,924 at 4% or $45,283 at 6%; with 100% employer match about $50,943 at 4% or $33,962 at 6%.
2019117$2,791,494$43,164$2,539iApproximate average salary by contribution assumption: employee only about $63,476 at 4% or $42,318 at 6%; with 50% employer match about $42,318 at 4% or $28,212 at 6%; with 100% employer match about $31,738 at 4% or $21,159 at 6%.
Applegate Heating & Air Conditioning Inc. 401K Profit Sharing Plan-17$2,791,494$43,164$2,539iApproximate average salary by contribution assumption: employee only about $63,476 at 4% or $42,318 at 6%; with 50% employer match about $42,318 at 4% or $28,212 at 6%; with 100% employer match about $31,738 at 4% or $21,159 at 6%.
2018118$2,337,138$31,949$1,775iApproximate average salary by contribution assumption: employee only about $44,374 at 4% or $29,582 at 6%; with 50% employer match about $29,582 at 4% or $19,722 at 6%; with 100% employer match about $22,187 at 4% or $14,791 at 6%.
Applegate Heating & Air Conditioning Inc. 401K Profit Sharing Plan-18$2,337,138$31,949$1,775iApproximate average salary by contribution assumption: employee only about $44,374 at 4% or $29,582 at 6%; with 50% employer match about $29,582 at 4% or $19,722 at 6%; with 100% employer match about $22,187 at 4% or $14,791 at 6%.
2017116$2,475,965$31,098$1,944iApproximate average salary by contribution assumption: employee only about $48,591 at 4% or $32,394 at 6%; with 50% employer match about $32,394 at 4% or $21,596 at 6%; with 100% employer match about $24,295 at 4% or $16,197 at 6%.
Applegate Heating & Air Conditioning Inc. 401K Profit Sharing Plan-16$2,475,965$31,098$1,944iApproximate average salary by contribution assumption: employee only about $48,591 at 4% or $32,394 at 6%; with 50% employer match about $32,394 at 4% or $21,596 at 6%; with 100% employer match about $24,295 at 4% or $16,197 at 6%.
2016119$2,178,576$31,058$1,635iApproximate average salary by contribution assumption: employee only about $40,866 at 4% or $27,244 at 6%; with 50% employer match about $27,244 at 4% or $18,163 at 6%; with 100% employer match about $20,433 at 4% or $13,622 at 6%.
Applegate Heating & Air Conditioning Inc. 401K Profit Sharing Plan-19$2,178,576$31,058$1,635iApproximate average salary by contribution assumption: employee only about $40,866 at 4% or $27,244 at 6%; with 50% employer match about $27,244 at 4% or $18,163 at 6%; with 100% employer match about $20,433 at 4% or $13,622 at 6%.
2015121$2,005,369$146,413$6,972iApproximate average salary by contribution assumption: employee only about $174,301 at 4% or $116,201 at 6%; with 50% employer match about $116,201 at 4% or $77,467 at 6%; with 100% employer match about $87,151 at 4% or $58,100 at 6%.
Applegate Heating & Air Conditioning Inc. 401K Profit Sharing Plan-21$2,005,369$146,413$6,972iApproximate average salary by contribution assumption: employee only about $174,301 at 4% or $116,201 at 6%; with 50% employer match about $116,201 at 4% or $77,467 at 6%; with 100% employer match about $87,151 at 4% or $58,100 at 6%.
2014118$1,953,155$21,712$1,206iApproximate average salary by contribution assumption: employee only about $30,156 at 4% or $20,104 at 6%; with 50% employer match about $20,104 at 4% or $13,402 at 6%; with 100% employer match about $15,078 at 4% or $10,052 at 6%.
Applegate Heating & Air Conditioning Inc. 401K Profit Sharing Plan-18$1,953,155$21,712$1,206iApproximate average salary by contribution assumption: employee only about $30,156 at 4% or $20,104 at 6%; with 50% employer match about $20,104 at 4% or $13,402 at 6%; with 100% employer match about $15,078 at 4% or $10,052 at 6%.
2013117$1,845,896$21,112$1,242iApproximate average salary by contribution assumption: employee only about $31,047 at 4% or $20,698 at 6%; with 50% employer match about $20,698 at 4% or $13,799 at 6%; with 100% employer match about $15,524 at 4% or $10,349 at 6%.
Applegate Heating & Air Conditioning Inc. 401K Profit Sharing Plan-17$1,845,896$21,112$1,242iApproximate average salary by contribution assumption: employee only about $31,047 at 4% or $20,698 at 6%; with 50% employer match about $20,698 at 4% or $13,799 at 6%; with 100% employer match about $15,524 at 4% or $10,349 at 6%.
2012120$1,568,388$25,540$1,277iApproximate average salary by contribution assumption: employee only about $31,925 at 4% or $21,283 at 6%; with 50% employer match about $21,283 at 4% or $14,189 at 6%; with 100% employer match about $15,963 at 4% or $10,642 at 6%.
Applegate Heating & Air Conditioning Inc. 401K Profit Sharing Plan-20$1,568,388$25,540$1,277iApproximate average salary by contribution assumption: employee only about $31,925 at 4% or $21,283 at 6%; with 50% employer match about $21,283 at 4% or $14,189 at 6%; with 100% employer match about $15,963 at 4% or $10,642 at 6%.
2011122$1,402,774$29,927$1,360iApproximate average salary by contribution assumption: employee only about $34,008 at 4% or $22,672 at 6%; with 50% employer match about $22,672 at 4% or $15,115 at 6%; with 100% employer match about $17,004 at 4% or $11,336 at 6%.
Applegate Heating & Air Conditioning Inc. 401K Profit Sharing Plan-22$1,402,774$29,927$1,360iApproximate average salary by contribution assumption: employee only about $34,008 at 4% or $22,672 at 6%; with 50% employer match about $22,672 at 4% or $15,115 at 6%; with 100% employer match about $17,004 at 4% or $11,336 at 6%.
2010123$1,413,374$69,762$3,033iApproximate average salary by contribution assumption: employee only about $75,828 at 4% or $50,552 at 6%; with 50% employer match about $50,552 at 4% or $33,701 at 6%; with 100% employer match about $37,914 at 4% or $25,276 at 6%.
Applegate Heating & Air Conditioning Inc. 401K Profit Sharing Plan-23$1,413,374$69,762$3,033iApproximate average salary by contribution assumption: employee only about $75,828 at 4% or $50,552 at 6%; with 50% employer match about $50,552 at 4% or $33,701 at 6%; with 100% employer match about $37,914 at 4% or $25,276 at 6%.
2009127$1,269,357$183,252$6,787iApproximate average salary by contribution assumption: employee only about $169,678 at 4% or $113,119 at 6%; with 50% employer match about $113,119 at 4% or $75,412 at 6%; with 100% employer match about $84,839 at 4% or $56,559 at 6%.
Applegate Heating & Air Conditioning Inc. 401K Profit Sharing Plan-27$1,269,357$183,252$6,787iApproximate average salary by contribution assumption: employee only about $169,678 at 4% or $113,119 at 6%; with 50% employer match about $113,119 at 4% or $75,412 at 6%; with 100% employer match about $84,839 at 4% or $56,559 at 6%.
2008127$898,215$180,060$6,669iApproximate average salary by contribution assumption: employee only about $166,722 at 4% or $111,148 at 6%; with 50% employer match about $111,148 at 4% or $74,099 at 6%; with 100% employer match about $83,361 at 4% or $55,574 at 6%.
Applegate Heating & Air Conditioning Inc. 401K Profit Sharing Plan-27$898,215$180,060$6,669iApproximate average salary by contribution assumption: employee only about $166,722 at 4% or $111,148 at 6%; with 50% employer match about $111,148 at 4% or $74,099 at 6%; with 100% employer match about $83,361 at 4% or $55,574 at 6%.
2007125$1,145,965$151,476$6,059iApproximate average salary by contribution assumption: employee only about $151,476 at 4% or $100,984 at 6%; with 50% employer match about $100,984 at 4% or $67,323 at 6%; with 100% employer match about $75,738 at 4% or $50,492 at 6%.
Applegate Heating & Air Conditioning Inc. 401K Profit Sharing Plan-25$1,145,965$151,476$6,059iApproximate average salary by contribution assumption: employee only about $151,476 at 4% or $100,984 at 6%; with 50% employer match about $100,984 at 4% or $67,323 at 6%; with 100% employer match about $75,738 at 4% or $50,492 at 6%.
2006128$1,129,521$66,616$2,379iApproximate average salary by contribution assumption: employee only about $59,479 at 4% or $39,652 at 6%; with 50% employer match about $39,652 at 4% or $26,435 at 6%; with 100% employer match about $29,739 at 4% or $19,826 at 6%.
Applegate Heating & Air Conditioning Inc. 401K Profit Sharing Plan-28$1,129,521$66,616$2,379iApproximate average salary by contribution assumption: employee only about $59,479 at 4% or $39,652 at 6%; with 50% employer match about $39,652 at 4% or $26,435 at 6%; with 100% employer match about $29,739 at 4% or $19,826 at 6%.
2005127$1,037,063$89,722$3,323iApproximate average salary by contribution assumption: employee only about $83,076 at 4% or $55,384 at 6%; with 50% employer match about $55,384 at 4% or $36,923 at 6%; with 100% employer match about $41,538 at 4% or $27,692 at 6%.
Applegate Heating & Air Conditioning Inc. 401K Profit Sharing Plan-27$1,037,063$89,722$3,323iApproximate average salary by contribution assumption: employee only about $83,076 at 4% or $55,384 at 6%; with 50% employer match about $55,384 at 4% or $36,923 at 6%; with 100% employer match about $41,538 at 4% or $27,692 at 6%.
2004144$939,378$118,942$2,703iApproximate average salary by contribution assumption: employee only about $67,581 at 4% or $45,054 at 6%; with 50% employer match about $45,054 at 4% or $30,036 at 6%; with 100% employer match about $33,790 at 4% or $22,527 at 6%.
Applegate Heating & Air Conditioning Inc. 401K Profit Sharing Plan-44$939,378$118,942$2,703iApproximate average salary by contribution assumption: employee only about $67,581 at 4% or $45,054 at 6%; with 50% employer match about $45,054 at 4% or $30,036 at 6%; with 100% employer match about $33,790 at 4% or $22,527 at 6%.
2003126$749,877$137,561$5,291iApproximate average salary by contribution assumption: employee only about $132,270 at 4% or $88,180 at 6%; with 50% employer match about $88,180 at 4% or $58,787 at 6%; with 100% employer match about $66,135 at 4% or $44,090 at 6%.
Applegate Heating & Air Conditioning Inc. 401K Profit Sharing Plan-26$749,877$137,561$5,291iApproximate average salary by contribution assumption: employee only about $132,270 at 4% or $88,180 at 6%; with 50% employer match about $88,180 at 4% or $58,787 at 6%; with 100% employer match about $66,135 at 4% or $44,090 at 6%.
2002122$530,277$130,072$5,912iApproximate average salary by contribution assumption: employee only about $147,809 at 4% or $98,539 at 6%; with 50% employer match about $98,539 at 4% or $65,693 at 6%; with 100% employer match about $73,905 at 4% or $49,270 at 6%.
Applegate Heating & Air Conditioning Inc. 401K Profit Sharing Plan-22$530,277$130,072$5,912iApproximate average salary by contribution assumption: employee only about $147,809 at 4% or $98,539 at 6%; with 50% employer match about $98,539 at 4% or $65,693 at 6%; with 100% employer match about $73,905 at 4% or $49,270 at 6%.
2001119$500,700$155,977$8,209iApproximate average salary by contribution assumption: employee only about $205,233 at 4% or $136,822 at 6%; with 50% employer match about $136,822 at 4% or $91,215 at 6%; with 100% employer match about $102,616 at 4% or $68,411 at 6%.
Applegate Heating & Air Conditioning Inc. 401K Profit Sharing Plan-19$500,700$155,977$8,209iApproximate average salary by contribution assumption: employee only about $205,233 at 4% or $136,822 at 6%; with 50% employer match about $136,822 at 4% or $91,215 at 6%; with 100% employer match about $102,616 at 4% or $68,411 at 6%.
2000114$364,869$152,927$10,923iApproximate average salary by contribution assumption: employee only about $273,084 at 4% or $182,056 at 6%; with 50% employer match about $182,056 at 4% or $121,371 at 6%; with 100% employer match about $136,542 at 4% or $91,028 at 6%.
Applegate Heating & Air Conditioning Inc. 401K Profit Sharing Plan-14$364,869$152,927$10,923iApproximate average salary by contribution assumption: employee only about $273,084 at 4% or $182,056 at 6%; with 50% employer match about $182,056 at 4% or $121,371 at 6%; with 100% employer match about $136,542 at 4% or $91,028 at 6%.
199916$234,744$69,211$11,535iApproximate average salary by contribution assumption: employee only about $288,379 at 4% or $192,253 at 6%; with 50% employer match about $192,253 at 4% or $128,169 at 6%; with 100% employer match about $144,190 at 4% or $96,126 at 6%.
Applegate Heating & Air Conditioning Inc. 401K Profit Sharing Plan-6$234,744$69,211$11,535iApproximate average salary by contribution assumption: employee only about $288,379 at 4% or $192,253 at 6%; with 50% employer match about $192,253 at 4% or $128,169 at 6%; with 100% employer match about $144,190 at 4% or $96,126 at 6%.