Civic Intelligence

Pat'S Heating & Air Conditioning Inc

Plan context: Pat'S Heating & A/C 401(K) Plan

EIN 39-1638439 • Oconomowoc, WI • 22 filings • 5 plans

1833 Executive DriveOconomowoc, WI 53066
Current Snapshot

Latest Year

2023

2023 Participants

24

2023 Assets

$3,030,317

2023 Contributions

$279,180

Historical Graphs

Total Assets Over Time

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

$3,362,403$1,681,202$0200220122022YearValue
$3,030,317Latest year 2022

Participants Over Time

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

24120200220122022YearValue
24Latest 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$0-
Pat'S Heating & A/C 401(K) Plan-0$0$0-
2022124$3,030,317$279,180$11,633iApproximate average salary by contribution assumption: employee only about $290,813 at 4% or $193,875 at 6%; with 50% employer match about $193,875 at 4% or $129,250 at 6%; with 100% employer match about $145,406 at 4% or $96,938 at 6%.
Pat'S Heating & A/C 401(K) Plan-24$3,030,317$279,180$11,633iApproximate average salary by contribution assumption: employee only about $290,813 at 4% or $193,875 at 6%; with 50% employer match about $193,875 at 4% or $129,250 at 6%; with 100% employer match about $145,406 at 4% or $96,938 at 6%.
2021124$3,362,403$225,434$9,393iApproximate average salary by contribution assumption: employee only about $234,827 at 4% or $156,551 at 6%; with 50% employer match about $156,551 at 4% or $104,368 at 6%; with 100% employer match about $117,414 at 4% or $78,276 at 6%.
Pat'S Heating & A/C 401(K) Plan-24$3,362,403$225,434$9,393iApproximate average salary by contribution assumption: employee only about $234,827 at 4% or $156,551 at 6%; with 50% employer match about $156,551 at 4% or $104,368 at 6%; with 100% employer match about $117,414 at 4% or $78,276 at 6%.
2020122$2,968,472$180,791$8,218iApproximate average salary by contribution assumption: employee only about $205,444 at 4% or $136,963 at 6%; with 50% employer match about $136,963 at 4% or $91,309 at 6%; with 100% employer match about $102,722 at 4% or $68,481 at 6%.
Pat'S Heating & A/C 401(K) Plan-22$2,968,472$180,791$8,218iApproximate average salary by contribution assumption: employee only about $205,444 at 4% or $136,963 at 6%; with 50% employer match about $136,963 at 4% or $91,309 at 6%; with 100% employer match about $102,722 at 4% or $68,481 at 6%.
2019120$2,601,989$187,167$9,358iApproximate average salary by contribution assumption: employee only about $233,959 at 4% or $155,973 at 6%; with 50% employer match about $155,973 at 4% or $103,982 at 6%; with 100% employer match about $116,979 at 4% or $77,986 at 6%.
Pat'S Heating & A/C 401(K) Plan-20$2,601,989$187,167$9,358iApproximate average salary by contribution assumption: employee only about $233,959 at 4% or $155,973 at 6%; with 50% employer match about $155,973 at 4% or $103,982 at 6%; with 100% employer match about $116,979 at 4% or $77,986 at 6%.
2018118$1,991,747$162,822$9,046iApproximate average salary by contribution assumption: employee only about $226,142 at 4% or $150,761 at 6%; with 50% employer match about $150,761 at 4% or $100,507 at 6%; with 100% employer match about $113,071 at 4% or $75,381 at 6%.
Pat'S Heating & A/C 401(K) Plan-18$1,991,747$162,822$9,046iApproximate average salary by contribution assumption: employee only about $226,142 at 4% or $150,761 at 6%; with 50% employer match about $150,761 at 4% or $100,507 at 6%; with 100% employer match about $113,071 at 4% or $75,381 at 6%.
2017117$1,994,408$157,891$9,288iApproximate average salary by contribution assumption: employee only about $232,193 at 4% or $154,795 at 6%; with 50% employer match about $154,795 at 4% or $103,197 at 6%; with 100% employer match about $116,096 at 4% or $77,398 at 6%.
Pat'S Heating & A/C 401(K) Plan-17$1,994,408$157,891$9,288iApproximate average salary by contribution assumption: employee only about $232,193 at 4% or $154,795 at 6%; with 50% employer match about $154,795 at 4% or $103,197 at 6%; with 100% employer match about $116,096 at 4% or $77,398 at 6%.
2016117$1,545,306$155,317$9,136iApproximate average salary by contribution assumption: employee only about $228,407 at 4% or $152,272 at 6%; with 50% employer match about $152,272 at 4% or $101,514 at 6%; with 100% employer match about $114,204 at 4% or $76,136 at 6%.
Pat'S Heating & A/C 401(K) Plan-17$1,545,306$155,317$9,136iApproximate average salary by contribution assumption: employee only about $228,407 at 4% or $152,272 at 6%; with 50% employer match about $152,272 at 4% or $101,514 at 6%; with 100% employer match about $114,204 at 4% or $76,136 at 6%.
2015116$1,308,983$146,468$9,154iApproximate average salary by contribution assumption: employee only about $228,856 at 4% or $152,571 at 6%; with 50% employer match about $152,571 at 4% or $101,714 at 6%; with 100% employer match about $114,428 at 4% or $76,285 at 6%.
Pat'S Heating & A/C 401(K) Plan-16$1,308,983$146,468$9,154iApproximate average salary by contribution assumption: employee only about $228,856 at 4% or $152,571 at 6%; with 50% employer match about $152,571 at 4% or $101,714 at 6%; with 100% employer match about $114,428 at 4% or $76,285 at 6%.
2014115$1,179,408$103,460$6,897iApproximate average salary by contribution assumption: employee only about $172,433 at 4% or $114,956 at 6%; with 50% employer match about $114,956 at 4% or $76,637 at 6%; with 100% employer match about $86,217 at 4% or $57,478 at 6%.
Pat'S Heating & A/C 401(K) Plan-15$1,179,408$103,460$6,897iApproximate average salary by contribution assumption: employee only about $172,433 at 4% or $114,956 at 6%; with 50% employer match about $114,956 at 4% or $76,637 at 6%; with 100% employer match about $86,217 at 4% or $57,478 at 6%.
2013113$1,016,578$94,485$7,268iApproximate average salary by contribution assumption: employee only about $181,702 at 4% or $121,135 at 6%; with 50% employer match about $121,135 at 4% or $80,756 at 6%; with 100% employer match about $90,851 at 4% or $60,567 at 6%.
Pat'S Heating & A/C 401(K) Plan-13$1,016,578$94,485$7,268iApproximate average salary by contribution assumption: employee only about $181,702 at 4% or $121,135 at 6%; with 50% employer match about $121,135 at 4% or $80,756 at 6%; with 100% employer match about $90,851 at 4% or $60,567 at 6%.
2012116$1,037,926$88,855$5,553iApproximate average salary by contribution assumption: employee only about $138,836 at 4% or $92,557 at 6%; with 50% employer match about $92,557 at 4% or $61,705 at 6%; with 100% employer match about $69,418 at 4% or $46,279 at 6%.
Pat'S Heating & A/C 401(K) Plan-16$1,037,926$88,855$5,553iApproximate average salary by contribution assumption: employee only about $138,836 at 4% or $92,557 at 6%; with 50% employer match about $92,557 at 4% or $61,705 at 6%; with 100% employer match about $69,418 at 4% or $46,279 at 6%.
2011118$928,186$111,621$6,201iApproximate average salary by contribution assumption: employee only about $155,029 at 4% or $103,353 at 6%; with 50% employer match about $103,353 at 4% or $68,902 at 6%; with 100% employer match about $77,515 at 4% or $51,676 at 6%.
Pat'S Heating & A/C 401(K) Plan-18$928,186$111,621$6,201iApproximate average salary by contribution assumption: employee only about $155,029 at 4% or $103,353 at 6%; with 50% employer match about $103,353 at 4% or $68,902 at 6%; with 100% employer match about $77,515 at 4% or $51,676 at 6%.
2010120$884,393$88,482$4,424iApproximate average salary by contribution assumption: employee only about $110,603 at 4% or $73,735 at 6%; with 50% employer match about $73,735 at 4% or $49,157 at 6%; with 100% employer match about $55,301 at 4% or $36,868 at 6%.
Pat'S Heating & A/C 401(K) Plan-20$884,393$88,482$4,424iApproximate average salary by contribution assumption: employee only about $110,603 at 4% or $73,735 at 6%; with 50% employer match about $73,735 at 4% or $49,157 at 6%; with 100% employer match about $55,301 at 4% or $36,868 at 6%.
2009118$720,864$89,458$4,970iApproximate average salary by contribution assumption: employee only about $124,247 at 4% or $82,831 at 6%; with 50% employer match about $82,831 at 4% or $55,221 at 6%; with 100% employer match about $62,124 at 4% or $41,416 at 6%.
Pat'S Heating & A/C 401(K) Plan-18$720,864$89,458$4,970iApproximate average salary by contribution assumption: employee only about $124,247 at 4% or $82,831 at 6%; with 50% employer match about $82,831 at 4% or $55,221 at 6%; with 100% employer match about $62,124 at 4% or $41,416 at 6%.
2008117$495,689$100,959$5,939iApproximate average salary by contribution assumption: employee only about $148,469 at 4% or $98,979 at 6%; with 50% employer match about $98,979 at 4% or $65,986 at 6%; with 100% employer match about $74,235 at 4% or $49,490 at 6%.
Pat'S Heating & A/C 401(K) Plan-17$495,689$100,959$5,939iApproximate average salary by contribution assumption: employee only about $148,469 at 4% or $98,979 at 6%; with 50% employer match about $98,979 at 4% or $65,986 at 6%; with 100% employer match about $74,235 at 4% or $49,490 at 6%.
2007116$643,427$113,124$7,070iApproximate average salary by contribution assumption: employee only about $176,756 at 4% or $117,838 at 6%; with 50% employer match about $117,838 at 4% or $78,558 at 6%; with 100% employer match about $88,378 at 4% or $58,919 at 6%.
Pat'S Heating & A/C 401(K) Plan-16$643,427$113,124$7,070iApproximate average salary by contribution assumption: employee only about $176,756 at 4% or $117,838 at 6%; with 50% employer match about $117,838 at 4% or $78,558 at 6%; with 100% employer match about $88,378 at 4% or $58,919 at 6%.
2006120$555,922$112,984$5,649iApproximate average salary by contribution assumption: employee only about $141,230 at 4% or $94,153 at 6%; with 50% employer match about $94,153 at 4% or $62,769 at 6%; with 100% employer match about $70,615 at 4% or $47,077 at 6%.
Pat'S Heating & A/C 401(K) Plan-20$555,922$112,984$5,649iApproximate average salary by contribution assumption: employee only about $141,230 at 4% or $94,153 at 6%; with 50% employer match about $94,153 at 4% or $62,769 at 6%; with 100% employer match about $70,615 at 4% or $47,077 at 6%.
2005122$413,709$121,252$5,511iApproximate average salary by contribution assumption: employee only about $137,786 at 4% or $91,858 at 6%; with 50% employer match about $91,858 at 4% or $61,238 at 6%; with 100% employer match about $68,893 at 4% or $45,929 at 6%.
Pat'S Heating & A/C 401(K) Plan-22$413,709$121,252$5,511iApproximate average salary by contribution assumption: employee only about $137,786 at 4% or $91,858 at 6%; with 50% employer match about $91,858 at 4% or $61,238 at 6%; with 100% employer match about $68,893 at 4% or $45,929 at 6%.
2004120$310,038$102,040$5,102iApproximate average salary by contribution assumption: employee only about $127,550 at 4% or $85,033 at 6%; with 50% employer match about $85,033 at 4% or $56,689 at 6%; with 100% employer match about $63,775 at 4% or $42,517 at 6%.
Pat'S Heating & A/C 401(K) Plan-20$310,038$102,040$5,102iApproximate average salary by contribution assumption: employee only about $127,550 at 4% or $85,033 at 6%; with 50% employer match about $85,033 at 4% or $56,689 at 6%; with 100% employer match about $63,775 at 4% or $42,517 at 6%.
2003119$171,784$77,226$4,065iApproximate average salary by contribution assumption: employee only about $101,613 at 4% or $67,742 at 6%; with 50% employer match about $67,742 at 4% or $45,161 at 6%; with 100% employer match about $50,807 at 4% or $33,871 at 6%.
Pat'S Heating & A/C 401(K) Plan-19$171,784$77,226$4,065iApproximate average salary by contribution assumption: employee only about $101,613 at 4% or $67,742 at 6%; with 50% employer match about $67,742 at 4% or $45,161 at 6%; with 100% employer match about $50,807 at 4% or $33,871 at 6%.
2002116$68,896$74,089$4,631iApproximate average salary by contribution assumption: employee only about $115,764 at 4% or $77,176 at 6%; with 50% employer match about $77,176 at 4% or $51,451 at 6%; with 100% employer match about $57,882 at 4% or $38,588 at 6%.
Pat'S Heating & A/C 401(K) Plan-16$68,896$74,089$4,631iApproximate average salary by contribution assumption: employee only about $115,764 at 4% or $77,176 at 6%; with 50% employer match about $77,176 at 4% or $51,451 at 6%; with 100% employer match about $57,882 at 4% or $38,588 at 6%.