Civic Intelligence

Legacy Heating and Air Inc.

Plan context: Legacy Heating and Air Inc. Employees Savings Trust

EIN 45-5500252 • Elkhart, IN • 12 filings • 1 plans

22285 Elkhart East BlvdElkhart, IN 46514-8154
Current Snapshot

Latest Year

2024

2024 Participants

44

2024 Assets

$2,751,479

2024 Contributions

$214,747

Historical Graphs

Total Assets Over Time

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

$2,751,479$1,375,740$0201320192024YearValue
$2,751,479Latest year 2024

Participants Over Time

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

44220201320192024YearValue
44Latest 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
2024144$2,751,479$214,747$4,881iApproximate average salary by contribution assumption: employee only about $122,015 at 4% or $81,344 at 6%; with 50% employer match about $81,344 at 4% or $54,229 at 6%; with 100% employer match about $61,008 at 4% or $40,672 at 6%.
Legacy Heating and Air Inc. Employees Savings Trust-44$2,751,479$214,747$4,881iApproximate average salary by contribution assumption: employee only about $122,015 at 4% or $81,344 at 6%; with 50% employer match about $81,344 at 4% or $54,229 at 6%; with 100% employer match about $61,008 at 4% or $40,672 at 6%.
2023137$2,297,157$216,963$5,864iApproximate average salary by contribution assumption: employee only about $146,597 at 4% or $97,731 at 6%; with 50% employer match about $97,731 at 4% or $65,154 at 6%; with 100% employer match about $73,298 at 4% or $48,866 at 6%.
Legacy Heating and Air Inc. Employees Savings Trust-37$2,297,157$216,963$5,864iApproximate average salary by contribution assumption: employee only about $146,597 at 4% or $97,731 at 6%; with 50% employer match about $97,731 at 4% or $65,154 at 6%; with 100% employer match about $73,298 at 4% or $48,866 at 6%.
2022137$1,836,372$236,622$6,395iApproximate average salary by contribution assumption: employee only about $159,880 at 4% or $106,586 at 6%; with 50% employer match about $106,586 at 4% or $71,058 at 6%; with 100% employer match about $79,940 at 4% or $53,293 at 6%.
Legacy Heating and Air Inc. Employees Savings Trust-37$1,836,372$236,622$6,395iApproximate average salary by contribution assumption: employee only about $159,880 at 4% or $106,586 at 6%; with 50% employer match about $106,586 at 4% or $71,058 at 6%; with 100% employer match about $79,940 at 4% or $53,293 at 6%.
2021134$2,049,160$349,338$10,275iApproximate average salary by contribution assumption: employee only about $256,866 at 4% or $171,244 at 6%; with 50% employer match about $171,244 at 4% or $114,163 at 6%; with 100% employer match about $128,433 at 4% or $85,622 at 6%.
Legacy Heating and Air Inc. Employees Savings Trust-34$2,049,160$349,338$10,275iApproximate average salary by contribution assumption: employee only about $256,866 at 4% or $171,244 at 6%; with 50% employer match about $171,244 at 4% or $114,163 at 6%; with 100% employer match about $128,433 at 4% or $85,622 at 6%.
2020129$1,547,144$171,284$5,906iApproximate average salary by contribution assumption: employee only about $147,659 at 4% or $98,439 at 6%; with 50% employer match about $98,439 at 4% or $65,626 at 6%; with 100% employer match about $73,829 at 4% or $49,220 at 6%.
Legacy Heating and Air Inc. Employees Savings Trust-29$1,547,144$171,284$5,906iApproximate average salary by contribution assumption: employee only about $147,659 at 4% or $98,439 at 6%; with 50% employer match about $98,439 at 4% or $65,626 at 6%; with 100% employer match about $73,829 at 4% or $49,220 at 6%.
2019127$1,324,470$152,984$5,666iApproximate average salary by contribution assumption: employee only about $141,652 at 4% or $94,435 at 6%; with 50% employer match about $94,435 at 4% or $62,956 at 6%; with 100% employer match about $70,826 at 4% or $47,217 at 6%.
Legacy Heating and Air Inc. Employees Savings Trust-27$1,324,470$152,984$5,666iApproximate average salary by contribution assumption: employee only about $141,652 at 4% or $94,435 at 6%; with 50% employer match about $94,435 at 4% or $62,956 at 6%; with 100% employer match about $70,826 at 4% or $47,217 at 6%.
2018125$1,022,587$117,609$4,704iApproximate average salary by contribution assumption: employee only about $117,609 at 4% or $78,406 at 6%; with 50% employer match about $78,406 at 4% or $52,271 at 6%; with 100% employer match about $58,804 at 4% or $39,203 at 6%.
Legacy Heating and Air Inc. Employees Savings Trust-25$1,022,587$117,609$4,704iApproximate average salary by contribution assumption: employee only about $117,609 at 4% or $78,406 at 6%; with 50% employer match about $78,406 at 4% or $52,271 at 6%; with 100% employer match about $58,804 at 4% or $39,203 at 6%.
2017119$994,113$102,656$5,403iApproximate average salary by contribution assumption: employee only about $135,074 at 4% or $90,049 at 6%; with 50% employer match about $90,049 at 4% or $60,033 at 6%; with 100% employer match about $67,537 at 4% or $45,025 at 6%.
Legacy Heating and Air Inc. Employees Savings Trust-19$994,113$102,656$5,403iApproximate average salary by contribution assumption: employee only about $135,074 at 4% or $90,049 at 6%; with 50% employer match about $90,049 at 4% or $60,033 at 6%; with 100% employer match about $67,537 at 4% or $45,025 at 6%.
2016116$754,031$52,689$3,293iApproximate average salary by contribution assumption: employee only about $82,327 at 4% or $54,884 at 6%; with 50% employer match about $54,884 at 4% or $36,590 at 6%; with 100% employer match about $41,163 at 4% or $27,442 at 6%.
Legacy Heating and Air Inc. Employees Savings Trust-16$754,031$52,689$3,293iApproximate average salary by contribution assumption: employee only about $82,327 at 4% or $54,884 at 6%; with 50% employer match about $54,884 at 4% or $36,590 at 6%; with 100% employer match about $41,163 at 4% or $27,442 at 6%.
2015115$656,012$26,086$1,739iApproximate average salary by contribution assumption: employee only about $43,477 at 4% or $28,984 at 6%; with 50% employer match about $28,984 at 4% or $19,323 at 6%; with 100% employer match about $21,738 at 4% or $14,492 at 6%.
Legacy Heating and Air Inc. Employees Savings Trust-15$656,012$26,086$1,739iApproximate average salary by contribution assumption: employee only about $43,477 at 4% or $28,984 at 6%; with 50% employer match about $28,984 at 4% or $19,323 at 6%; with 100% employer match about $21,738 at 4% or $14,492 at 6%.
2014111$621,989$184,144$16,740iApproximate average salary by contribution assumption: employee only about $418,509 at 4% or $279,006 at 6%; with 50% employer match about $279,006 at 4% or $186,004 at 6%; with 100% employer match about $209,255 at 4% or $139,503 at 6%.
Legacy Heating and Air Inc. Employees Savings Trust-11$621,989$184,144$16,740iApproximate average salary by contribution assumption: employee only about $418,509 at 4% or $279,006 at 6%; with 50% employer match about $279,006 at 4% or $186,004 at 6%; with 100% employer match about $209,255 at 4% or $139,503 at 6%.
2013110$414,165$373,609$37,361iApproximate average salary by contribution assumption: employee only about $934,023 at 4% or $622,682 at 6%; with 50% employer match about $622,682 at 4% or $415,121 at 6%; with 100% employer match about $467,011 at 4% or $311,341 at 6%.
Legacy Heating and Air Inc. Employees Savings Trust-10$414,165$373,609$37,361iApproximate average salary by contribution assumption: employee only about $934,023 at 4% or $622,682 at 6%; with 50% employer match about $622,682 at 4% or $415,121 at 6%; with 100% employer match about $467,011 at 4% or $311,341 at 6%.