Civic Intelligence

Lozier Heating & Cooling Inc.

Plan context: Lozier Heating & Cooling Inc. Savings Plan

EIN 42-0502460 • Des Moines, IA • 25 filings • 2 plans

536 S 19T StreetDes Moines, IA 50265-5547
Current Snapshot

Latest Year

2025

2025 Participants

29

2025 Assets

$5,947,314

2025 Contributions

$259,215

Historical Graphs

Total Assets Over Time

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

$7,743,447$3,871,724$0200020152025YearValue
$5,947,314Latest year 2025

Participants Over Time

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

32160200020132025YearValue
29Latest 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
2025129$5,947,314$259,215$8,938iApproximate average salary by contribution assumption: employee only about $223,461 at 4% or $148,974 at 6%; with 50% employer match about $148,974 at 4% or $99,316 at 6%; with 100% employer match about $111,731 at 4% or $74,487 at 6%.
Lozier Heating & Cooling Inc. Savings Plan-29$5,947,314$259,215$8,938iApproximate average salary by contribution assumption: employee only about $223,461 at 4% or $148,974 at 6%; with 50% employer match about $148,974 at 4% or $99,316 at 6%; with 100% employer match about $111,731 at 4% or $74,487 at 6%.
2024130$6,066,107$234,091$7,803iApproximate average salary by contribution assumption: employee only about $195,076 at 4% or $130,051 at 6%; with 50% employer match about $130,051 at 4% or $86,700 at 6%; with 100% employer match about $97,538 at 4% or $65,025 at 6%.
Lozier Heating & Cooling Inc. Savings Plan-30$6,066,107$234,091$7,803iApproximate average salary by contribution assumption: employee only about $195,076 at 4% or $130,051 at 6%; with 50% employer match about $130,051 at 4% or $86,700 at 6%; with 100% employer match about $97,538 at 4% or $65,025 at 6%.
2023131$5,888,024$502,147$16,198iApproximate average salary by contribution assumption: employee only about $404,957 at 4% or $269,972 at 6%; with 50% employer match about $269,972 at 4% or $179,981 at 6%; with 100% employer match about $202,479 at 4% or $134,986 at 6%.
Lozier Heating & Cooling Inc. Savings Plan-31$5,888,024$502,147$16,198iApproximate average salary by contribution assumption: employee only about $404,957 at 4% or $269,972 at 6%; with 50% employer match about $269,972 at 4% or $179,981 at 6%; with 100% employer match about $202,479 at 4% or $134,986 at 6%.
2022123$6,693,236$244,326$10,623iApproximate average salary by contribution assumption: employee only about $265,572 at 4% or $177,048 at 6%; with 50% employer match about $177,048 at 4% or $118,032 at 6%; with 100% employer match about $132,786 at 4% or $88,524 at 6%.
Lozier Heating & Cooling Inc. Savings Plan-23$6,693,236$244,326$10,623iApproximate average salary by contribution assumption: employee only about $265,572 at 4% or $177,048 at 6%; with 50% employer match about $177,048 at 4% or $118,032 at 6%; with 100% employer match about $132,786 at 4% or $88,524 at 6%.
2021122$7,743,447$194,467$8,839iApproximate average salary by contribution assumption: employee only about $220,985 at 4% or $147,323 at 6%; with 50% employer match about $147,323 at 4% or $98,216 at 6%; with 100% employer match about $110,493 at 4% or $73,662 at 6%.
Lozier Heating & Cooling Inc. Savings Plan-22$7,743,447$194,467$8,839iApproximate average salary by contribution assumption: employee only about $220,985 at 4% or $147,323 at 6%; with 50% employer match about $147,323 at 4% or $98,216 at 6%; with 100% employer match about $110,493 at 4% or $73,662 at 6%.
2020123$6,474,592$175,781$7,643iApproximate average salary by contribution assumption: employee only about $191,066 at 4% or $127,378 at 6%; with 50% employer match about $127,378 at 4% or $84,918 at 6%; with 100% employer match about $95,533 at 4% or $63,689 at 6%.
Lozier Heating & Cooling Inc. Savings Plan-23$6,474,592$175,781$7,643iApproximate average salary by contribution assumption: employee only about $191,066 at 4% or $127,378 at 6%; with 50% employer match about $127,378 at 4% or $84,918 at 6%; with 100% employer match about $95,533 at 4% or $63,689 at 6%.
2019125$5,620,989$182,872$7,315iApproximate average salary by contribution assumption: employee only about $182,872 at 4% or $121,915 at 6%; with 50% employer match about $121,915 at 4% or $81,276 at 6%; with 100% employer match about $91,436 at 4% or $60,957 at 6%.
Lozier Heating & Cooling Inc. Savings Plan-25$5,620,989$182,872$7,315iApproximate average salary by contribution assumption: employee only about $182,872 at 4% or $121,915 at 6%; with 50% employer match about $121,915 at 4% or $81,276 at 6%; with 100% employer match about $91,436 at 4% or $60,957 at 6%.
2018125$4,374,822$227,741$9,110iApproximate average salary by contribution assumption: employee only about $227,741 at 4% or $151,827 at 6%; with 50% employer match about $151,827 at 4% or $101,218 at 6%; with 100% employer match about $113,870 at 4% or $75,914 at 6%.
Lozier Heating & Cooling Inc. Savings Plan-25$4,374,822$227,741$9,110iApproximate average salary by contribution assumption: employee only about $227,741 at 4% or $151,827 at 6%; with 50% employer match about $151,827 at 4% or $101,218 at 6%; with 100% employer match about $113,870 at 4% or $75,914 at 6%.
2017125$4,482,510$219,003$8,760iApproximate average salary by contribution assumption: employee only about $219,003 at 4% or $146,002 at 6%; with 50% employer match about $146,002 at 4% or $97,335 at 6%; with 100% employer match about $109,502 at 4% or $73,001 at 6%.
Lozier Heating & Cooling Inc. Savings Plan-25$4,482,510$219,003$8,760iApproximate average salary by contribution assumption: employee only about $219,003 at 4% or $146,002 at 6%; with 50% employer match about $146,002 at 4% or $97,335 at 6%; with 100% employer match about $109,502 at 4% or $73,001 at 6%.
2016127$3,732,280$214,737$7,953iApproximate average salary by contribution assumption: employee only about $198,831 at 4% or $132,554 at 6%; with 50% employer match about $132,554 at 4% or $88,369 at 6%; with 100% employer match about $99,415 at 4% or $66,277 at 6%.
Lozier Heating & Cooling Inc. Savings Plan-27$3,732,280$214,737$7,953iApproximate average salary by contribution assumption: employee only about $198,831 at 4% or $132,554 at 6%; with 50% employer match about $132,554 at 4% or $88,369 at 6%; with 100% employer match about $99,415 at 4% or $66,277 at 6%.
2015125$3,255,190$188,846$7,554iApproximate average salary by contribution assumption: employee only about $188,846 at 4% or $125,897 at 6%; with 50% employer match about $125,897 at 4% or $83,932 at 6%; with 100% employer match about $94,423 at 4% or $62,949 at 6%.
Lozier Heating & Cooling Inc. Savings Plan-25$3,255,190$188,846$7,554iApproximate average salary by contribution assumption: employee only about $188,846 at 4% or $125,897 at 6%; with 50% employer match about $125,897 at 4% or $83,932 at 6%; with 100% employer match about $94,423 at 4% or $62,949 at 6%.
2014123$3,203,212$196,122$8,527iApproximate average salary by contribution assumption: employee only about $213,176 at 4% or $142,117 at 6%; with 50% employer match about $142,117 at 4% or $94,745 at 6%; with 100% employer match about $106,588 at 4% or $71,059 at 6%.
Lozier Heating & Cooling Inc. Savings Plan-23$3,203,212$196,122$8,527iApproximate average salary by contribution assumption: employee only about $213,176 at 4% or $142,117 at 6%; with 50% employer match about $142,117 at 4% or $94,745 at 6%; with 100% employer match about $106,588 at 4% or $71,059 at 6%.
2013127$2,962,507$183,278$6,788iApproximate average salary by contribution assumption: employee only about $169,702 at 4% or $113,135 at 6%; with 50% employer match about $113,135 at 4% or $75,423 at 6%; with 100% employer match about $84,851 at 4% or $56,567 at 6%.
Lozier Heating & Cooling Inc. Savings Plan-27$2,962,507$183,278$6,788iApproximate average salary by contribution assumption: employee only about $169,702 at 4% or $113,135 at 6%; with 50% employer match about $113,135 at 4% or $75,423 at 6%; with 100% employer match about $84,851 at 4% or $56,567 at 6%.
2012130$2,515,871$170,831$5,694iApproximate average salary by contribution assumption: employee only about $142,359 at 4% or $94,906 at 6%; with 50% employer match about $94,906 at 4% or $63,271 at 6%; with 100% employer match about $71,180 at 4% or $47,453 at 6%.
Lozier Heating & Cooling Inc. Savings Plan-30$2,515,871$170,831$5,694iApproximate average salary by contribution assumption: employee only about $142,359 at 4% or $94,906 at 6%; with 50% employer match about $94,906 at 4% or $63,271 at 6%; with 100% employer match about $71,180 at 4% or $47,453 at 6%.
2011130$2,116,057$185,235$6,175iApproximate average salary by contribution assumption: employee only about $154,363 at 4% or $102,908 at 6%; with 50% employer match about $102,908 at 4% or $68,606 at 6%; with 100% employer match about $77,181 at 4% or $51,454 at 6%.
Lozier Heating & Cooling Inc. Savings Plan-30$2,116,057$185,235$6,175iApproximate average salary by contribution assumption: employee only about $154,363 at 4% or $102,908 at 6%; with 50% employer match about $102,908 at 4% or $68,606 at 6%; with 100% employer match about $77,181 at 4% or $51,454 at 6%.
2010132$2,019,722$155,422$4,857iApproximate average salary by contribution assumption: employee only about $121,423 at 4% or $80,949 at 6%; with 50% employer match about $80,949 at 4% or $53,966 at 6%; with 100% employer match about $60,712 at 4% or $40,474 at 6%.
Lozier Heating & Cooling Inc. Savings Plan-32$2,019,722$155,422$4,857iApproximate average salary by contribution assumption: employee only about $121,423 at 4% or $80,949 at 6%; with 50% employer match about $80,949 at 4% or $53,966 at 6%; with 100% employer match about $60,712 at 4% or $40,474 at 6%.
2009130$1,595,721$180,762$6,025iApproximate average salary by contribution assumption: employee only about $150,635 at 4% or $100,423 at 6%; with 50% employer match about $100,423 at 4% or $66,949 at 6%; with 100% employer match about $75,318 at 4% or $50,212 at 6%.
Lozier Heating & Cooling Inc. Savings Plan-30$1,595,721$180,762$6,025iApproximate average salary by contribution assumption: employee only about $150,635 at 4% or $100,423 at 6%; with 50% employer match about $100,423 at 4% or $66,949 at 6%; with 100% employer match about $75,318 at 4% or $50,212 at 6%.
2008128$0$0-
Lozier Heating & Cooling Inc. Savings Plan-28---
2007125$1,534,853$171,933$6,877iApproximate average salary by contribution assumption: employee only about $171,933 at 4% or $114,622 at 6%; with 50% employer match about $114,622 at 4% or $76,415 at 6%; with 100% employer match about $85,967 at 4% or $57,311 at 6%.
Lozier Heating & Cooling Inc. Savings Plan-25$1,534,853$171,933$6,877iApproximate average salary by contribution assumption: employee only about $171,933 at 4% or $114,622 at 6%; with 50% employer match about $114,622 at 4% or $76,415 at 6%; with 100% employer match about $85,967 at 4% or $57,311 at 6%.
2006126$0$0-
Lozier Heating & Cooling Inc. Savings Plan-26---
2005128$1,490,322$174,747$6,241iApproximate average salary by contribution assumption: employee only about $156,024 at 4% or $104,016 at 6%; with 50% employer match about $104,016 at 4% or $69,344 at 6%; with 100% employer match about $78,012 at 4% or $52,008 at 6%.
Lozier Heating & Cooling Inc. Savings Plan-28$1,490,322$174,747$6,241iApproximate average salary by contribution assumption: employee only about $156,024 at 4% or $104,016 at 6%; with 50% employer match about $104,016 at 4% or $69,344 at 6%; with 100% employer match about $78,012 at 4% or $52,008 at 6%.
2003127$1,017,654$143,575$5,318iApproximate average salary by contribution assumption: employee only about $132,940 at 4% or $88,627 at 6%; with 50% employer match about $88,627 at 4% or $59,084 at 6%; with 100% employer match about $66,470 at 4% or $44,313 at 6%.
Lozier Heating & Cooling Inc. Savings Plan-27$1,017,654$143,575$5,318iApproximate average salary by contribution assumption: employee only about $132,940 at 4% or $88,627 at 6%; with 50% employer match about $88,627 at 4% or $59,084 at 6%; with 100% employer match about $66,470 at 4% or $44,313 at 6%.
2002126$755,470$154,185$5,930iApproximate average salary by contribution assumption: employee only about $148,255 at 4% or $98,837 at 6%; with 50% employer match about $98,837 at 4% or $65,891 at 6%; with 100% employer match about $74,127 at 4% or $49,418 at 6%.
Lozier Heating & Cooling Inc. Savings Plan-26$755,470$154,185$5,930iApproximate average salary by contribution assumption: employee only about $148,255 at 4% or $98,837 at 6%; with 50% employer match about $98,837 at 4% or $65,891 at 6%; with 100% employer match about $74,127 at 4% or $49,418 at 6%.
2001128$0$0-
Lozier Heating & Cooling Inc. Savings Plan-28---
200013$743,055$102,538$34,179iApproximate average salary by contribution assumption: employee only about $854,483 at 4% or $569,656 at 6%; with 50% employer match about $569,656 at 4% or $379,770 at 6%; with 100% employer match about $427,242 at 4% or $284,828 at 6%.
Lozier Heating & Cooling Inc. Savings Plan-3$743,055$102,538$34,179iApproximate average salary by contribution assumption: employee only about $854,483 at 4% or $569,656 at 6%; with 50% employer match about $569,656 at 4% or $379,770 at 6%; with 100% employer match about $427,242 at 4% or $284,828 at 6%.