Civic Intelligence

CAROLINE HEATING & AIR LLC

Plan context: CAROLINE HEATING & AIR LLC 401(K) PROFIT SHARING PLAN & TRUST

EIN 46-4240212 • Ruther Glen, VA • 5 filings • 1 plans

17061 Merchants DrRuther Glen, VA 22546-5805
Current Snapshot

Latest Year

2025

2025 Participants

15

2025 Assets

$206,172

2025 Contributions

$46,191

Historical Graphs

Total Assets Over Time

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

$206,172$103,086$0202120232025YearValue
$206,172Latest year 2025

Participants Over Time

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

1580202120232025YearValue
15Latest 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
2025115$206,172$46,191$3,079iApproximate average salary by contribution assumption: employee only about $76,985 at 4% or $51,323 at 6%; with 50% employer match about $51,323 at 4% or $34,216 at 6%; with 100% employer match about $38,493 at 4% or $25,662 at 6%.
CAROLINE HEATING & AIR LLC 401(K) PROFIT SHARING PLAN & TRUST-15$206,172$46,191$3,079iApproximate average salary by contribution assumption: employee only about $76,985 at 4% or $51,323 at 6%; with 50% employer match about $51,323 at 4% or $34,216 at 6%; with 100% employer match about $38,493 at 4% or $25,662 at 6%.
2024113$134,334$44,080$3,391iApproximate average salary by contribution assumption: employee only about $84,769 at 4% or $56,513 at 6%; with 50% employer match about $56,513 at 4% or $37,675 at 6%; with 100% employer match about $42,385 at 4% or $28,256 at 6%.
CAROLINE HEATING & AIR LLC 401(K) PROFIT SHARING PLAN & TRUST-13$134,334$44,080$3,391iApproximate average salary by contribution assumption: employee only about $84,769 at 4% or $56,513 at 6%; with 50% employer match about $56,513 at 4% or $37,675 at 6%; with 100% employer match about $42,385 at 4% or $28,256 at 6%.
2023112$79,770$35,247$2,937iApproximate average salary by contribution assumption: employee only about $73,431 at 4% or $48,954 at 6%; with 50% employer match about $48,954 at 4% or $32,636 at 6%; with 100% employer match about $36,716 at 4% or $24,477 at 6%.
CAROLINE HEATING & AIR LLC 401(K) PROFIT SHARING PLAN & TRUST-12$79,770$35,247$2,937iApproximate average salary by contribution assumption: employee only about $73,431 at 4% or $48,954 at 6%; with 50% employer match about $48,954 at 4% or $32,636 at 6%; with 100% employer match about $36,716 at 4% or $24,477 at 6%.
2022111$37,207$29,459$2,678iApproximate average salary by contribution assumption: employee only about $66,952 at 4% or $44,635 at 6%; with 50% employer match about $44,635 at 4% or $29,757 at 6%; with 100% employer match about $33,476 at 4% or $22,317 at 6%.
CAROLINE HEATING & AIR LLC 401(K) PROFIT SHARING PLAN & TRUST-11$37,207$29,459$2,678iApproximate average salary by contribution assumption: employee only about $66,952 at 4% or $44,635 at 6%; with 50% employer match about $44,635 at 4% or $29,757 at 6%; with 100% employer match about $33,476 at 4% or $22,317 at 6%.
202119$11,039$10,824$1,203iApproximate average salary by contribution assumption: employee only about $30,067 at 4% or $20,044 at 6%; with 50% employer match about $20,044 at 4% or $13,363 at 6%; with 100% employer match about $15,033 at 4% or $10,022 at 6%.
CAROLINE HEATING & AIR LLC 401(K) PROFIT SHARING PLAN & TRUST-9$11,039$10,824$1,203iApproximate average salary by contribution assumption: employee only about $30,067 at 4% or $20,044 at 6%; with 50% employer match about $20,044 at 4% or $13,363 at 6%; with 100% employer match about $15,033 at 4% or $10,022 at 6%.