Civic Intelligence

Expert Heating & Cooling Inc.

Plan context: Expert Heating & Cooling Inc. Retirement Savings Plan

EIN 38-2206482 • Taylor, MI • 24 filings • 2 plans

24400 Northline Rd.Taylor, MI 48180
Current Snapshot

Latest Year

2023

2023 Participants

52

2023 Assets

$2,100,346

2023 Contributions

$9,381

Historical Graphs

Total Assets Over Time

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

$2,445,434$1,222,717$0199920122022YearValue
$2,100,346Latest year 2022

Participants Over Time

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

52260199920112022YearValue
52Latest year 2022

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
202310$0$9,381-
Expert Heating & Cooling Inc. Retirement Savings Plan-0$0$9,381-
2022152$2,100,346$250,687$4,821iApproximate average salary by contribution assumption: employee only about $120,523 at 4% or $80,348 at 6%; with 50% employer match about $80,348 at 4% or $53,566 at 6%; with 100% employer match about $60,261 at 4% or $40,174 at 6%.
Expert Heating & Cooling Inc. Retirement Savings Plan-52$2,100,346$250,687$4,821iApproximate average salary by contribution assumption: employee only about $120,523 at 4% or $80,348 at 6%; with 50% employer match about $80,348 at 4% or $53,566 at 6%; with 100% employer match about $60,261 at 4% or $40,174 at 6%.
2021146$2,445,434$231,674$5,036iApproximate average salary by contribution assumption: employee only about $125,910 at 4% or $83,940 at 6%; with 50% employer match about $83,940 at 4% or $55,960 at 6%; with 100% employer match about $62,955 at 4% or $41,970 at 6%.
Expert Heating & Cooling Inc. Retirement Savings Plan-46$2,445,434$231,674$5,036iApproximate average salary by contribution assumption: employee only about $125,910 at 4% or $83,940 at 6%; with 50% employer match about $83,940 at 4% or $55,960 at 6%; with 100% employer match about $62,955 at 4% or $41,970 at 6%.
2020142$1,968,972$197,578$4,704iApproximate average salary by contribution assumption: employee only about $117,606 at 4% or $78,404 at 6%; with 50% employer match about $78,404 at 4% or $52,269 at 6%; with 100% employer match about $58,803 at 4% or $39,202 at 6%.
Expert Heating & Cooling Inc. Retirement Savings Plan-42$1,968,972$197,578$4,704iApproximate average salary by contribution assumption: employee only about $117,606 at 4% or $78,404 at 6%; with 50% employer match about $78,404 at 4% or $52,269 at 6%; with 100% employer match about $58,803 at 4% or $39,202 at 6%.
2019144$1,594,159$190,907$4,339iApproximate average salary by contribution assumption: employee only about $108,470 at 4% or $72,313 at 6%; with 50% employer match about $72,313 at 4% or $48,209 at 6%; with 100% employer match about $54,235 at 4% or $36,157 at 6%.
Expert Heating & Cooling Inc. Retirement Savings Plan-44$1,594,159$190,907$4,339iApproximate average salary by contribution assumption: employee only about $108,470 at 4% or $72,313 at 6%; with 50% employer match about $72,313 at 4% or $48,209 at 6%; with 100% employer match about $54,235 at 4% or $36,157 at 6%.
2018138$1,256,635$159,744$4,204iApproximate average salary by contribution assumption: employee only about $105,095 at 4% or $70,063 at 6%; with 50% employer match about $70,063 at 4% or $46,709 at 6%; with 100% employer match about $52,547 at 4% or $35,032 at 6%.
Expert Heating & Cooling Inc. Retirement Savings Plan-38$1,256,635$159,744$4,204iApproximate average salary by contribution assumption: employee only about $105,095 at 4% or $70,063 at 6%; with 50% employer match about $70,063 at 4% or $46,709 at 6%; with 100% employer match about $52,547 at 4% or $35,032 at 6%.
2017133$1,218,883$148,710$4,506iApproximate average salary by contribution assumption: employee only about $112,659 at 4% or $75,106 at 6%; with 50% employer match about $75,106 at 4% or $50,071 at 6%; with 100% employer match about $56,330 at 4% or $37,553 at 6%.
Expert Heating & Cooling Inc. Retirement Savings Plan-33$1,218,883$148,710$4,506iApproximate average salary by contribution assumption: employee only about $112,659 at 4% or $75,106 at 6%; with 50% employer match about $75,106 at 4% or $50,071 at 6%; with 100% employer match about $56,330 at 4% or $37,553 at 6%.
2016127$889,827$111,099$4,115iApproximate average salary by contribution assumption: employee only about $102,869 at 4% or $68,580 at 6%; with 50% employer match about $68,580 at 4% or $45,720 at 6%; with 100% employer match about $51,435 at 4% or $34,290 at 6%.
Expert Heating & Cooling Inc. Retirement Savings Plan-27$889,827$111,099$4,115iApproximate average salary by contribution assumption: employee only about $102,869 at 4% or $68,580 at 6%; with 50% employer match about $68,580 at 4% or $45,720 at 6%; with 100% employer match about $51,435 at 4% or $34,290 at 6%.
2015126$704,624$94,313$3,627iApproximate average salary by contribution assumption: employee only about $90,686 at 4% or $60,457 at 6%; with 50% employer match about $60,457 at 4% or $40,305 at 6%; with 100% employer match about $45,343 at 4% or $30,229 at 6%.
Expert Heating & Cooling Inc. Retirement Savings Plan-26$704,624$94,313$3,627iApproximate average salary by contribution assumption: employee only about $90,686 at 4% or $60,457 at 6%; with 50% employer match about $60,457 at 4% or $40,305 at 6%; with 100% employer match about $45,343 at 4% or $30,229 at 6%.
2014123$615,449$84,253$3,663iApproximate average salary by contribution assumption: employee only about $91,579 at 4% or $61,053 at 6%; with 50% employer match about $61,053 at 4% or $40,702 at 6%; with 100% employer match about $45,790 at 4% or $30,526 at 6%.
Expert Heating & Cooling Inc. Retirement Savings Plan-23$615,449$84,253$3,663iApproximate average salary by contribution assumption: employee only about $91,579 at 4% or $61,053 at 6%; with 50% employer match about $61,053 at 4% or $40,702 at 6%; with 100% employer match about $45,790 at 4% or $30,526 at 6%.
2013123$494,896$67,776$2,947iApproximate average salary by contribution assumption: employee only about $73,670 at 4% or $49,113 at 6%; with 50% employer match about $49,113 at 4% or $32,742 at 6%; with 100% employer match about $36,835 at 4% or $24,557 at 6%.
Expert Heating & Cooling Inc. Retirement Savings Plan-23$494,896$67,776$2,947iApproximate average salary by contribution assumption: employee only about $73,670 at 4% or $49,113 at 6%; with 50% employer match about $49,113 at 4% or $32,742 at 6%; with 100% employer match about $36,835 at 4% or $24,557 at 6%.
2012122$411,362$48,931$2,224iApproximate average salary by contribution assumption: employee only about $55,603 at 4% or $37,069 at 6%; with 50% employer match about $37,069 at 4% or $24,713 at 6%; with 100% employer match about $27,802 at 4% or $18,534 at 6%.
Expert Heating & Cooling Inc. Retirement Savings Plan-22$411,362$48,931$2,224iApproximate average salary by contribution assumption: employee only about $55,603 at 4% or $37,069 at 6%; with 50% employer match about $37,069 at 4% or $24,713 at 6%; with 100% employer match about $27,802 at 4% or $18,534 at 6%.
2011121$323,198$50,280$2,394iApproximate average salary by contribution assumption: employee only about $59,857 at 4% or $39,905 at 6%; with 50% employer match about $39,905 at 4% or $26,603 at 6%; with 100% employer match about $29,929 at 4% or $19,952 at 6%.
Expert Heating & Cooling Inc. Retirement Savings Plan-21$323,198$50,280$2,394iApproximate average salary by contribution assumption: employee only about $59,857 at 4% or $39,905 at 6%; with 50% employer match about $39,905 at 4% or $26,603 at 6%; with 100% employer match about $29,929 at 4% or $19,952 at 6%.
2010112$291,535$41,485$3,457iApproximate average salary by contribution assumption: employee only about $86,427 at 4% or $57,618 at 6%; with 50% employer match about $57,618 at 4% or $38,412 at 6%; with 100% employer match about $43,214 at 4% or $28,809 at 6%.
Expert Heating & Cooling Inc. Retirement Savings Plan-12$291,535$41,485$3,457iApproximate average salary by contribution assumption: employee only about $86,427 at 4% or $57,618 at 6%; with 50% employer match about $57,618 at 4% or $38,412 at 6%; with 100% employer match about $43,214 at 4% or $28,809 at 6%.
2009110$235,879$29,577$2,958iApproximate average salary by contribution assumption: employee only about $73,943 at 4% or $49,295 at 6%; with 50% employer match about $49,295 at 4% or $32,863 at 6%; with 100% employer match about $36,971 at 4% or $24,648 at 6%.
Expert Heating & Cooling Inc. Retirement Savings Plan-10$235,879$29,577$2,958iApproximate average salary by contribution assumption: employee only about $73,943 at 4% or $49,295 at 6%; with 50% employer match about $49,295 at 4% or $32,863 at 6%; with 100% employer match about $36,971 at 4% or $24,648 at 6%.
2008117$0$0-
Expert Heating & Cooling Inc. Retirement Savings Plan-17---
2007122$262,053$31,056$1,412iApproximate average salary by contribution assumption: employee only about $35,291 at 4% or $23,527 at 6%; with 50% employer match about $23,527 at 4% or $15,685 at 6%; with 100% employer match about $17,645 at 4% or $11,764 at 6%.
Expert Heating & Cooling Inc. Retirement Savings Plan-22$262,053$31,056$1,412iApproximate average salary by contribution assumption: employee only about $35,291 at 4% or $23,527 at 6%; with 50% employer match about $23,527 at 4% or $15,685 at 6%; with 100% employer match about $17,645 at 4% or $11,764 at 6%.
2006119$256,547$38,910$2,048iApproximate average salary by contribution assumption: employee only about $51,197 at 4% or $34,132 at 6%; with 50% employer match about $34,132 at 4% or $22,754 at 6%; with 100% employer match about $25,599 at 4% or $17,066 at 6%.
Expert Heating & Cooling Inc. Retirement Savings Plan-19$256,547$38,910$2,048iApproximate average salary by contribution assumption: employee only about $51,197 at 4% or $34,132 at 6%; with 50% employer match about $34,132 at 4% or $22,754 at 6%; with 100% employer match about $25,599 at 4% or $17,066 at 6%.
2005116$225,816$44,338$2,771iApproximate average salary by contribution assumption: employee only about $69,278 at 4% or $46,185 at 6%; with 50% employer match about $46,185 at 4% or $30,790 at 6%; with 100% employer match about $34,639 at 4% or $23,093 at 6%.
Expert Heating & Cooling Inc. Retirement Savings Plan-16$225,816$44,338$2,771iApproximate average salary by contribution assumption: employee only about $69,278 at 4% or $46,185 at 6%; with 50% employer match about $46,185 at 4% or $30,790 at 6%; with 100% employer match about $34,639 at 4% or $23,093 at 6%.
2004116$199,257$62,151$3,884iApproximate average salary by contribution assumption: employee only about $97,111 at 4% or $64,741 at 6%; with 50% employer match about $64,741 at 4% or $43,160 at 6%; with 100% employer match about $48,555 at 4% or $32,370 at 6%.
Expert Heating & Cooling Inc. Retirement Savings Plan-16$199,257$62,151$3,884iApproximate average salary by contribution assumption: employee only about $97,111 at 4% or $64,741 at 6%; with 50% employer match about $64,741 at 4% or $43,160 at 6%; with 100% employer match about $48,555 at 4% or $32,370 at 6%.
2003115$134,036$30,707$2,047iApproximate average salary by contribution assumption: employee only about $51,178 at 4% or $34,119 at 6%; with 50% employer match about $34,119 at 4% or $22,746 at 6%; with 100% employer match about $25,589 at 4% or $17,059 at 6%.
Expert Heating & Cooling Inc. Retirement Savings Plan-15$134,036$30,707$2,047iApproximate average salary by contribution assumption: employee only about $51,178 at 4% or $34,119 at 6%; with 50% employer match about $34,119 at 4% or $22,746 at 6%; with 100% employer match about $25,589 at 4% or $17,059 at 6%.
2001110$0$0-
Expert Heating & Cooling Inc. Retirement Savings Plan-10---
200019$39,870$27,505$3,056iApproximate average salary by contribution assumption: employee only about $76,403 at 4% or $50,935 at 6%; with 50% employer match about $50,935 at 4% or $33,957 at 6%; with 100% employer match about $38,201 at 4% or $25,468 at 6%.
Expert Heating & Cooling Inc. Retirement Savings Plan-9$39,870$27,505$3,056iApproximate average salary by contribution assumption: employee only about $76,403 at 4% or $50,935 at 6%; with 50% employer match about $50,935 at 4% or $33,957 at 6%; with 100% employer match about $38,201 at 4% or $25,468 at 6%.
199918$20,499$17,294$2,162iApproximate average salary by contribution assumption: employee only about $54,044 at 4% or $36,029 at 6%; with 50% employer match about $36,029 at 4% or $24,019 at 6%; with 100% employer match about $27,022 at 4% or $18,015 at 6%.
Expert Heating & Cooling Inc. Retirement Savings Plan-8$20,499$17,294$2,162iApproximate average salary by contribution assumption: employee only about $54,044 at 4% or $36,029 at 6%; with 50% employer match about $36,029 at 4% or $24,019 at 6%; with 100% employer match about $27,022 at 4% or $18,015 at 6%.