Civic Intelligence

Wooldridge Heating & Air Inc.

Plan context: Wooldridge Heating & Air Inc. Employee Stock Ownership Plan and Trust

EIN 54-1128340 • Lynchburg, VA • 39 filings • 5 plans

14179 Wards RoadLynchburg, VA 24502
Current Snapshot

Latest Year

2024

2024 Participants

72

2024 Assets

$14,259,755

2024 Contributions

$579,685

Historical Graphs

Total Assets Over Time

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

$14,259,755$7,129,878$0199920122024YearValue
$14,259,755Latest year 2024

Participants Over Time

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

88440199920122024YearValue
72Latest 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
2024272$14,259,755$579,685$8,051iApproximate average salary by contribution assumption: employee only about $201,280 at 4% or $134,186 at 6%; with 50% employer match about $134,186 at 4% or $89,458 at 6%; with 100% employer match about $100,640 at 4% or $67,093 at 6%.
Wooldridge Heating & Air Inc. Employee Stock Ownership Plan and Trust-52$8,300,029$192,150$3,695iApproximate average salary by contribution assumption: employee only about $92,380 at 4% or $61,587 at 6%; with 50% employer match about $61,587 at 4% or $41,058 at 6%; with 100% employer match about $46,190 at 4% or $30,793 at 6%.
Wooldridge Heating & Air 401(K) Plan-72$5,959,726$387,535$5,382iApproximate average salary by contribution assumption: employee only about $134,561 at 4% or $89,707 at 6%; with 50% employer match about $89,707 at 4% or $59,805 at 6%; with 100% employer match about $67,280 at 4% or $44,854 at 6%.
2023274$13,282,651$856,391$11,573iApproximate average salary by contribution assumption: employee only about $289,321 at 4% or $192,881 at 6%; with 50% employer match about $192,881 at 4% or $128,587 at 6%; with 100% employer match about $144,661 at 4% or $96,440 at 6%.
Wooldridge Heating & Air Inc. Employee Stock Ownership Plan and Trust-51$7,829,140$423,264$8,299iApproximate average salary by contribution assumption: employee only about $207,482 at 4% or $138,322 at 6%; with 50% employer match about $138,322 at 4% or $92,214 at 6%; with 100% employer match about $103,741 at 4% or $69,161 at 6%.
Wooldridge Heating & Air 401(K) Plan-74$5,453,511$433,127$5,853iApproximate average salary by contribution assumption: employee only about $146,327 at 4% or $97,551 at 6%; with 50% employer match about $97,551 at 4% or $65,034 at 6%; with 100% employer match about $73,163 at 4% or $48,776 at 6%.
2022281$11,987,855$732,555$9,044iApproximate average salary by contribution assumption: employee only about $226,097 at 4% or $150,731 at 6%; with 50% employer match about $150,731 at 4% or $100,488 at 6%; with 100% employer match about $113,049 at 4% or $75,366 at 6%.
Wooldridge Heating & Air Inc. Employee Stock Ownership Plan and Trust-55$7,366,108$263,221$4,786iApproximate average salary by contribution assumption: employee only about $119,646 at 4% or $79,764 at 6%; with 50% employer match about $79,764 at 4% or $53,176 at 6%; with 100% employer match about $59,823 at 4% or $39,882 at 6%.
Wooldridge Heating & Air 401(K) Plan-81$4,621,747$469,334$5,794iApproximate average salary by contribution assumption: employee only about $144,856 at 4% or $96,571 at 6%; with 50% employer match about $96,571 at 4% or $64,381 at 6%; with 100% employer match about $72,428 at 4% or $48,285 at 6%.
2021288$12,375,655$660,905$7,510iApproximate average salary by contribution assumption: employee only about $187,757 at 4% or $125,171 at 6%; with 50% employer match about $125,171 at 4% or $83,448 at 6%; with 100% employer match about $93,879 at 4% or $62,586 at 6%.
Wooldridge Heating & Air Inc. Employee Stock Ownership Plan and Trust-51$7,200,356$252,264$4,946iApproximate average salary by contribution assumption: employee only about $123,659 at 4% or $82,439 at 6%; with 50% employer match about $82,439 at 4% or $54,959 at 6%; with 100% employer match about $61,829 at 4% or $41,220 at 6%.
Wooldridge Heating & Air 401(K) Plan-88$5,175,299$408,641$4,644iApproximate average salary by contribution assumption: employee only about $116,091 at 4% or $77,394 at 6%; with 50% employer match about $77,394 at 4% or $51,596 at 6%; with 100% employer match about $58,046 at 4% or $38,697 at 6%.
2020274$10,752,840$1,106,636$14,955iApproximate average salary by contribution assumption: employee only about $373,864 at 4% or $249,242 at 6%; with 50% employer match about $249,242 at 4% or $166,162 at 6%; with 100% employer match about $186,932 at 4% or $124,621 at 6%.
Wooldridge Heating & Air Inc. Employee Stock Ownership Plan and Trust-55$6,266,554$778,066$14,147iApproximate average salary by contribution assumption: employee only about $353,666 at 4% or $235,778 at 6%; with 50% employer match about $235,778 at 4% or $157,185 at 6%; with 100% employer match about $176,833 at 4% or $117,889 at 6%.
Wooldridge Heating & Air 401(K) Plan-74$4,486,286$328,570$4,440iApproximate average salary by contribution assumption: employee only about $111,003 at 4% or $74,002 at 6%; with 50% employer match about $74,002 at 4% or $49,335 at 6%; with 100% employer match about $55,502 at 4% or $37,001 at 6%.
2019273$7,615,397$627,224$8,592iApproximate average salary by contribution assumption: employee only about $214,803 at 4% or $143,202 at 6%; with 50% employer match about $143,202 at 4% or $95,468 at 6%; with 100% employer match about $107,401 at 4% or $71,601 at 6%.
Wooldridge Heating & Air Inc. Employee Stock Ownership Plan and Trust-48$3,826,577$204,264$4,256iApproximate average salary by contribution assumption: employee only about $106,388 at 4% or $70,925 at 6%; with 50% employer match about $70,925 at 4% or $47,283 at 6%; with 100% employer match about $53,194 at 4% or $35,463 at 6%.
Wooldridge Heating & Air 401(K) Plan-73$3,788,820$422,960$5,794iApproximate average salary by contribution assumption: employee only about $144,849 at 4% or $96,566 at 6%; with 50% employer match about $96,566 at 4% or $64,377 at 6%; with 100% employer match about $72,425 at 4% or $48,283 at 6%.
2018170$2,741,761$316,433$4,520iApproximate average salary by contribution assumption: employee only about $113,012 at 4% or $75,341 at 6%; with 50% employer match about $75,341 at 4% or $50,227 at 6%; with 100% employer match about $56,506 at 4% or $37,671 at 6%.
Wooldridge Heating & Air 401(K) Plan-70$2,741,761$316,433$4,520iApproximate average salary by contribution assumption: employee only about $113,012 at 4% or $75,341 at 6%; with 50% employer match about $75,341 at 4% or $50,227 at 6%; with 100% employer match about $56,506 at 4% or $37,671 at 6%.
2017282$4,702,007$451,348$5,504iApproximate average salary by contribution assumption: employee only about $137,606 at 4% or $91,737 at 6%; with 50% employer match about $91,737 at 4% or $61,158 at 6%; with 100% employer match about $68,803 at 4% or $45,869 at 6%.
Wooldridge Heating & Air 401(K) Plan-82$2,841,603$284,236$3,466iApproximate average salary by contribution assumption: employee only about $86,657 at 4% or $57,772 at 6%; with 50% employer match about $57,772 at 4% or $38,514 at 6%; with 100% employer match about $43,329 at 4% or $28,886 at 6%.
Wooldridge Heating & Air Inc. Employee Stock Ownership Plan and Trust-42$1,860,404$167,112$3,979iApproximate average salary by contribution assumption: employee only about $99,471 at 4% or $66,314 at 6%; with 50% employer match about $66,314 at 4% or $44,210 at 6%; with 100% employer match about $49,736 at 4% or $33,157 at 6%.
2016253$3,696,205$411,637$7,767iApproximate average salary by contribution assumption: employee only about $194,168 at 4% or $129,446 at 6%; with 50% employer match about $129,446 at 4% or $86,297 at 6%; with 100% employer match about $97,084 at 4% or $64,723 at 6%.
Wooldridge Heating & Air 401(K) Plan-53$2,180,092$249,207$4,702iApproximate average salary by contribution assumption: employee only about $117,550 at 4% or $78,367 at 6%; with 50% employer match about $78,367 at 4% or $52,245 at 6%; with 100% employer match about $58,775 at 4% or $39,183 at 6%.
Wooldridge Heating & Air Inc. Employee Stock Ownership Plan and Trust-39$1,516,113$162,430$4,165iApproximate average salary by contribution assumption: employee only about $104,122 at 4% or $69,415 at 6%; with 50% employer match about $69,415 at 4% or $46,276 at 6%; with 100% employer match about $52,061 at 4% or $34,707 at 6%.
2015265$3,071,512$344,154$5,295iApproximate average salary by contribution assumption: employee only about $132,367 at 4% or $88,245 at 6%; with 50% employer match about $88,245 at 4% or $58,830 at 6%; with 100% employer match about $66,183 at 4% or $44,122 at 6%.
Wooldridge Heating & Air 401(K) Plan-65$1,882,347$201,562$3,101iApproximate average salary by contribution assumption: employee only about $77,524 at 4% or $51,683 at 6%; with 50% employer match about $51,683 at 4% or $34,455 at 6%; with 100% employer match about $38,762 at 4% or $25,841 at 6%.
Wooldridge Heating & Air Inc. Employee Stock Ownership Plan and Trust-39$1,189,165$142,592$3,656iApproximate average salary by contribution assumption: employee only about $91,405 at 4% or $60,937 at 6%; with 50% employer match about $60,937 at 4% or $40,625 at 6%; with 100% employer match about $45,703 at 4% or $30,468 at 6%.
2014273$3,300,782$370,377$5,074iApproximate average salary by contribution assumption: employee only about $126,841 at 4% or $84,561 at 6%; with 50% employer match about $84,561 at 4% or $56,374 at 6%; with 100% employer match about $63,421 at 4% or $42,280 at 6%.
Wooldridge Heating & Air 401(K) Plan-73$2,178,397$224,474$3,075iApproximate average salary by contribution assumption: employee only about $76,875 at 4% or $51,250 at 6%; with 50% employer match about $51,250 at 4% or $34,167 at 6%; with 100% employer match about $38,437 at 4% or $25,625 at 6%.
Wooldridge Heating & Air Inc. Employee Stock Ownership Plan and Trust-39$1,122,385$145,903$3,741iApproximate average salary by contribution assumption: employee only about $93,528 at 4% or $62,352 at 6%; with 50% employer match about $62,352 at 4% or $41,568 at 6%; with 100% employer match about $46,764 at 4% or $31,176 at 6%.
2013274$3,642,472$359,636$4,860iApproximate average salary by contribution assumption: employee only about $121,499 at 4% or $80,999 at 6%; with 50% employer match about $80,999 at 4% or $53,999 at 6%; with 100% employer match about $60,749 at 4% or $40,500 at 6%.
Wooldridge Heating & Air 401(K) Plan-74$2,535,006$217,155$2,935iApproximate average salary by contribution assumption: employee only about $73,363 at 4% or $48,909 at 6%; with 50% employer match about $48,909 at 4% or $32,606 at 6%; with 100% employer match about $36,682 at 4% or $24,454 at 6%.
Wooldridge Heating & Air Inc. Employee Stock Ownership Plan and Trust-32$1,107,466$142,481$4,453iApproximate average salary by contribution assumption: employee only about $111,313 at 4% or $74,209 at 6%; with 50% employer match about $74,209 at 4% or $49,473 at 6%; with 100% employer match about $55,657 at 4% or $37,104 at 6%.
2012262$3,338,087$264,584$4,267iApproximate average salary by contribution assumption: employee only about $106,687 at 4% or $71,125 at 6%; with 50% employer match about $71,125 at 4% or $47,416 at 6%; with 100% employer match about $53,344 at 4% or $35,562 at 6%.
Wooldridge Heating & Air 401(K) Plan-62$2,251,089$193,346$3,118iApproximate average salary by contribution assumption: employee only about $77,962 at 4% or $51,975 at 6%; with 50% employer match about $51,975 at 4% or $34,650 at 6%; with 100% employer match about $38,981 at 4% or $25,987 at 6%.
Wooldridge Heating & Air Inc. Employee Stock Ownership Plan and Trust-29$1,086,998$71,238$2,456iApproximate average salary by contribution assumption: employee only about $61,412 at 4% or $40,941 at 6%; with 50% employer match about $40,941 at 4% or $27,294 at 6%; with 100% employer match about $30,706 at 4% or $20,471 at 6%.
2011260$2,871,784$215,542$3,592iApproximate average salary by contribution assumption: employee only about $89,809 at 4% or $59,873 at 6%; with 50% employer match about $59,873 at 4% or $39,915 at 6%; with 100% employer match about $44,905 at 4% or $29,936 at 6%.
Wooldridge Heating & Air 401(K) Plan-60$2,204,892$215,542$3,592iApproximate average salary by contribution assumption: employee only about $89,809 at 4% or $59,873 at 6%; with 50% employer match about $59,873 at 4% or $39,915 at 6%; with 100% employer match about $44,905 at 4% or $29,936 at 6%.
Wooldridge Heating & Air Inc. Employee Stock Ownership Plan and Trust-38$666,892--
2010160$2,122,716$249,174$4,153iApproximate average salary by contribution assumption: employee only about $103,822 at 4% or $69,215 at 6%; with 50% employer match about $69,215 at 4% or $46,143 at 6%; with 100% employer match about $51,911 at 4% or $34,608 at 6%.
Wooldridge Heating & Air 401(K) Plan-60$2,122,716$249,174$4,153iApproximate average salary by contribution assumption: employee only about $103,822 at 4% or $69,215 at 6%; with 50% employer match about $69,215 at 4% or $46,143 at 6%; with 100% employer match about $51,911 at 4% or $34,608 at 6%.
2009153$1,665,299$138,511$2,613iApproximate average salary by contribution assumption: employee only about $65,335 at 4% or $43,557 at 6%; with 50% employer match about $43,557 at 4% or $29,038 at 6%; with 100% employer match about $32,668 at 4% or $21,778 at 6%.
Wooldridge Heating & Air 401(K) Plan-53$1,665,299$138,511$2,613iApproximate average salary by contribution assumption: employee only about $65,335 at 4% or $43,557 at 6%; with 50% employer match about $43,557 at 4% or $29,038 at 6%; with 100% employer match about $32,668 at 4% or $21,778 at 6%.
2008147$1,235,402$171,482$3,649iApproximate average salary by contribution assumption: employee only about $91,214 at 4% or $60,809 at 6%; with 50% employer match about $60,809 at 4% or $40,539 at 6%; with 100% employer match about $45,607 at 4% or $30,405 at 6%.
Wooldridge Heating & Air 401(K) Plan-47$1,235,402$171,482$3,649iApproximate average salary by contribution assumption: employee only about $91,214 at 4% or $60,809 at 6%; with 50% employer match about $60,809 at 4% or $40,539 at 6%; with 100% employer match about $45,607 at 4% or $30,405 at 6%.
2007148$1,848,124$257,350$5,361iApproximate average salary by contribution assumption: employee only about $134,036 at 4% or $89,358 at 6%; with 50% employer match about $89,358 at 4% or $59,572 at 6%; with 100% employer match about $67,018 at 4% or $44,679 at 6%.
Wooldridge Heating & Air 401(K) Plan-48$1,848,124$257,350$5,361iApproximate average salary by contribution assumption: employee only about $134,036 at 4% or $89,358 at 6%; with 50% employer match about $89,358 at 4% or $59,572 at 6%; with 100% employer match about $67,018 at 4% or $44,679 at 6%.
2006149$1,732,060$203,313$4,149iApproximate average salary by contribution assumption: employee only about $103,731 at 4% or $69,154 at 6%; with 50% employer match about $69,154 at 4% or $46,103 at 6%; with 100% employer match about $51,866 at 4% or $34,577 at 6%.
Wooldridge Heating & Air 401(K) Plan-49$1,732,060$203,313$4,149iApproximate average salary by contribution assumption: employee only about $103,731 at 4% or $69,154 at 6%; with 50% employer match about $69,154 at 4% or $46,103 at 6%; with 100% employer match about $51,866 at 4% or $34,577 at 6%.
2005144$1,481,371$191,386$4,350iApproximate average salary by contribution assumption: employee only about $108,742 at 4% or $72,495 at 6%; with 50% employer match about $72,495 at 4% or $48,330 at 6%; with 100% employer match about $54,371 at 4% or $36,247 at 6%.
Wooldridge Heating & Air 401(K) Plan-44$1,481,371$191,386$4,350iApproximate average salary by contribution assumption: employee only about $108,742 at 4% or $72,495 at 6%; with 50% employer match about $72,495 at 4% or $48,330 at 6%; with 100% employer match about $54,371 at 4% or $36,247 at 6%.
2004138$1,203,779$170,940$4,498iApproximate average salary by contribution assumption: employee only about $112,461 at 4% or $74,974 at 6%; with 50% employer match about $74,974 at 4% or $49,982 at 6%; with 100% employer match about $56,230 at 4% or $37,487 at 6%.
Wooldridge Heating & Air 401(K) Plan-38$1,203,779$170,940$4,498iApproximate average salary by contribution assumption: employee only about $112,461 at 4% or $74,974 at 6%; with 50% employer match about $74,974 at 4% or $49,982 at 6%; with 100% employer match about $56,230 at 4% or $37,487 at 6%.
2003149$0$0-
Wooldridge Heating & Air 401(K) Plan-49---
2002143$563,907$125,105$2,909iApproximate average salary by contribution assumption: employee only about $72,735 at 4% or $48,490 at 6%; with 50% employer match about $48,490 at 4% or $32,327 at 6%; with 100% employer match about $36,368 at 4% or $24,245 at 6%.
Wooldridge Heating & Air 401(K) Plan-43$563,907$125,105$2,909iApproximate average salary by contribution assumption: employee only about $72,735 at 4% or $48,490 at 6%; with 50% employer match about $48,490 at 4% or $32,327 at 6%; with 100% employer match about $36,368 at 4% or $24,245 at 6%.
2001124$568,080$117,552$4,898iApproximate average salary by contribution assumption: employee only about $122,450 at 4% or $81,633 at 6%; with 50% employer match about $81,633 at 4% or $54,422 at 6%; with 100% employer match about $61,225 at 4% or $40,817 at 6%.
Wooldridge Heating & Air 401(K) Plan-24$568,080$117,552$4,898iApproximate average salary by contribution assumption: employee only about $122,450 at 4% or $81,633 at 6%; with 50% employer match about $81,633 at 4% or $54,422 at 6%; with 100% employer match about $61,225 at 4% or $40,817 at 6%.
2000126$513,979$98,497$3,788iApproximate average salary by contribution assumption: employee only about $94,709 at 4% or $63,139 at 6%; with 50% employer match about $63,139 at 4% or $42,093 at 6%; with 100% employer match about $47,354 at 4% or $31,570 at 6%.
Wooldridge Heating & Air 401(K) Plan-26$513,979$98,497$3,788iApproximate average salary by contribution assumption: employee only about $94,709 at 4% or $63,139 at 6%; with 50% employer match about $63,139 at 4% or $42,093 at 6%; with 100% employer match about $47,354 at 4% or $31,570 at 6%.
1999125$445,597$123,157$4,926iApproximate average salary by contribution assumption: employee only about $123,157 at 4% or $82,105 at 6%; with 50% employer match about $82,105 at 4% or $54,736 at 6%; with 100% employer match about $61,578 at 4% or $41,052 at 6%.
Wooldridge Heating & Air 401(K) Plan-25$445,597$123,157$4,926iApproximate average salary by contribution assumption: employee only about $123,157 at 4% or $82,105 at 6%; with 50% employer match about $82,105 at 4% or $54,736 at 6%; with 100% employer match about $61,578 at 4% or $41,052 at 6%.