Davis Heating and Cooling Inc.
Plan context: Davis Heating and Cooling Inc. 401K Profit Sharing Plan and Trust
EIN 54-1504557 • Lynchburg, VA • 26 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
19
2024 Assets
$911,956
2024 Contributions
$83,552
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 19 | $911,956 | $83,552 | $4,397iApproximate average salary by contribution assumption: employee only about $109,937 at 4% or $73,291 at 6%; with 50% employer match about $73,291 at 4% or $48,861 at 6%; with 100% employer match about $54,968 at 4% or $36,646 at 6%. |
| Davis Heating and Cooling Inc. 401K Profit Sharing Plan and Trust | - | 19 | $911,956 | $83,552 | $4,397iApproximate average salary by contribution assumption: employee only about $109,937 at 4% or $73,291 at 6%; with 50% employer match about $73,291 at 4% or $48,861 at 6%; with 100% employer match about $54,968 at 4% or $36,646 at 6%. |
| 2023 | 1 | 14 | $810,612 | $94,576 | $6,755iApproximate average salary by contribution assumption: employee only about $168,886 at 4% or $112,590 at 6%; with 50% employer match about $112,590 at 4% or $75,060 at 6%; with 100% employer match about $84,443 at 4% or $56,295 at 6%. |
| Davis Heating and Cooling Inc. 401K Profit Sharing Plan and Trust | - | 14 | $810,612 | $94,576 | $6,755iApproximate average salary by contribution assumption: employee only about $168,886 at 4% or $112,590 at 6%; with 50% employer match about $112,590 at 4% or $75,060 at 6%; with 100% employer match about $84,443 at 4% or $56,295 at 6%. |
| 2022 | 1 | 15 | $689,420 | $50,569 | $3,371iApproximate average salary by contribution assumption: employee only about $84,282 at 4% or $56,188 at 6%; with 50% employer match about $56,188 at 4% or $37,459 at 6%; with 100% employer match about $42,141 at 4% or $28,094 at 6%. |
| Davis Heating and Cooling Inc. 401K Profit Sharing Plan and Trust | - | 15 | $689,420 | $50,569 | $3,371iApproximate average salary by contribution assumption: employee only about $84,282 at 4% or $56,188 at 6%; with 50% employer match about $56,188 at 4% or $37,459 at 6%; with 100% employer match about $42,141 at 4% or $28,094 at 6%. |
| 2021 | 1 | 14 | $683,978 | $35,520 | $2,537iApproximate average salary by contribution assumption: employee only about $63,429 at 4% or $42,286 at 6%; with 50% employer match about $42,286 at 4% or $28,190 at 6%; with 100% employer match about $31,714 at 4% or $21,143 at 6%. |
| Davis Heating and Cooling Inc. 401K Profit Sharing Plan and Trust | - | 14 | $683,978 | $35,520 | $2,537iApproximate average salary by contribution assumption: employee only about $63,429 at 4% or $42,286 at 6%; with 50% employer match about $42,286 at 4% or $28,190 at 6%; with 100% employer match about $31,714 at 4% or $21,143 at 6%. |
| 2020 | 1 | 16 | $1,004,242 | $46,527 | $2,908iApproximate average salary by contribution assumption: employee only about $72,698 at 4% or $48,466 at 6%; with 50% employer match about $48,466 at 4% or $32,310 at 6%; with 100% employer match about $36,349 at 4% or $24,233 at 6%. |
| Davis Heating and Cooling Inc. 401K Profit Sharing Plan and Trust | - | 16 | $1,004,242 | $46,527 | $2,908iApproximate average salary by contribution assumption: employee only about $72,698 at 4% or $48,466 at 6%; with 50% employer match about $48,466 at 4% or $32,310 at 6%; with 100% employer match about $36,349 at 4% or $24,233 at 6%. |
| 2019 | 1 | 20 | $643,591 | $37,917 | $1,896iApproximate average salary by contribution assumption: employee only about $47,396 at 4% or $31,598 at 6%; with 50% employer match about $31,598 at 4% or $21,065 at 6%; with 100% employer match about $23,698 at 4% or $15,799 at 6%. |
| Davis Heating and Cooling Inc. 401K Profit Sharing Plan and Trust | - | 20 | $643,591 | $37,917 | $1,896iApproximate average salary by contribution assumption: employee only about $47,396 at 4% or $31,598 at 6%; with 50% employer match about $31,598 at 4% or $21,065 at 6%; with 100% employer match about $23,698 at 4% or $15,799 at 6%. |
| 2018 | 1 | 14 | $645,383 | $64,274 | $4,591iApproximate average salary by contribution assumption: employee only about $114,775 at 4% or $76,517 at 6%; with 50% employer match about $76,517 at 4% or $51,011 at 6%; with 100% employer match about $57,388 at 4% or $38,258 at 6%. |
| Davis Heating and Cooling Inc. 401K Profit Sharing Plan and Trust | - | 14 | $645,383 | $64,274 | $4,591iApproximate average salary by contribution assumption: employee only about $114,775 at 4% or $76,517 at 6%; with 50% employer match about $76,517 at 4% or $51,011 at 6%; with 100% employer match about $57,388 at 4% or $38,258 at 6%. |
| 2017 | 1 | 15 | $620,999 | $32,627 | $2,175iApproximate average salary by contribution assumption: employee only about $54,378 at 4% or $36,252 at 6%; with 50% employer match about $36,252 at 4% or $24,168 at 6%; with 100% employer match about $27,189 at 4% or $18,126 at 6%. |
| Davis Heating and Cooling Inc. 401K Profit Sharing Plan and Trust | - | 15 | $620,999 | $32,627 | $2,175iApproximate average salary by contribution assumption: employee only about $54,378 at 4% or $36,252 at 6%; with 50% employer match about $36,252 at 4% or $24,168 at 6%; with 100% employer match about $27,189 at 4% or $18,126 at 6%. |
| 2016 | 1 | 12 | $549,981 | $28,878 | $2,407iApproximate average salary by contribution assumption: employee only about $60,163 at 4% or $40,108 at 6%; with 50% employer match about $40,108 at 4% or $26,739 at 6%; with 100% employer match about $30,081 at 4% or $20,054 at 6%. |
| Davis Heating and Cooling Inc. 401K Profit Sharing Plan and Trust | - | 12 | $549,981 | $28,878 | $2,407iApproximate average salary by contribution assumption: employee only about $60,163 at 4% or $40,108 at 6%; with 50% employer match about $40,108 at 4% or $26,739 at 6%; with 100% employer match about $30,081 at 4% or $20,054 at 6%. |
| 2015 | 1 | 12 | $429,219 | $27,640 | $2,303iApproximate average salary by contribution assumption: employee only about $57,583 at 4% or $38,389 at 6%; with 50% employer match about $38,389 at 4% or $25,593 at 6%; with 100% employer match about $28,792 at 4% or $19,194 at 6%. |
| Davis Heating and Cooling Inc. 401K Profit Sharing Plan and Trust | - | 12 | $429,219 | $27,640 | $2,303iApproximate average salary by contribution assumption: employee only about $57,583 at 4% or $38,389 at 6%; with 50% employer match about $38,389 at 4% or $25,593 at 6%; with 100% employer match about $28,792 at 4% or $19,194 at 6%. |
| 2014 | 1 | 12 | $437,180 | $27,705 | $2,309iApproximate average salary by contribution assumption: employee only about $57,719 at 4% or $38,479 at 6%; with 50% employer match about $38,479 at 4% or $25,653 at 6%; with 100% employer match about $28,859 at 4% or $19,240 at 6%. |
| Davis Heating and Cooling Inc. 401K Profit Sharing Plan and Trust | - | 12 | $437,180 | $27,705 | $2,309iApproximate average salary by contribution assumption: employee only about $57,719 at 4% or $38,479 at 6%; with 50% employer match about $38,479 at 4% or $25,653 at 6%; with 100% employer match about $28,859 at 4% or $19,240 at 6%. |
| 2013 | 1 | 21 | $407,621 | $18,964 | $903iApproximate average salary by contribution assumption: employee only about $22,576 at 4% or $15,051 at 6%; with 50% employer match about $15,051 at 4% or $10,034 at 6%; with 100% employer match about $11,288 at 4% or $7,525 at 6%. |
| Davis Heating and Cooling Inc. 401K Profit Sharing Plan and Trust | - | 21 | $407,621 | $18,964 | $903iApproximate average salary by contribution assumption: employee only about $22,576 at 4% or $15,051 at 6%; with 50% employer match about $15,051 at 4% or $10,034 at 6%; with 100% employer match about $11,288 at 4% or $7,525 at 6%. |
| 2012 | 1 | 12 | $318,192 | $14,862 | $1,239iApproximate average salary by contribution assumption: employee only about $30,963 at 4% or $20,642 at 6%; with 50% employer match about $20,642 at 4% or $13,761 at 6%; with 100% employer match about $15,481 at 4% or $10,321 at 6%. |
| Davis Heating and Cooling Inc. 401K Profit Sharing Plan and Trust | - | 12 | $318,192 | $14,862 | $1,239iApproximate average salary by contribution assumption: employee only about $30,963 at 4% or $20,642 at 6%; with 50% employer match about $20,642 at 4% or $13,761 at 6%; with 100% employer match about $15,481 at 4% or $10,321 at 6%. |
| 2011 | 1 | 12 | $247,127 | $16,661 | $1,388iApproximate average salary by contribution assumption: employee only about $34,710 at 4% or $23,140 at 6%; with 50% employer match about $23,140 at 4% or $15,427 at 6%; with 100% employer match about $17,355 at 4% or $11,570 at 6%. |
| Davis Heating and Cooling Inc. 401K Profit Sharing Plan and Trust | - | 12 | $247,127 | $16,661 | $1,388iApproximate average salary by contribution assumption: employee only about $34,710 at 4% or $23,140 at 6%; with 50% employer match about $23,140 at 4% or $15,427 at 6%; with 100% employer match about $17,355 at 4% or $11,570 at 6%. |
| 2010 | 1 | 13 | $240,040 | $18,698 | $1,438iApproximate average salary by contribution assumption: employee only about $35,958 at 4% or $23,972 at 6%; with 50% employer match about $23,972 at 4% or $15,981 at 6%; with 100% employer match about $17,979 at 4% or $11,986 at 6%. |
| Davis Heating and Cooling Inc. 401K Profit Sharing Plan and Trust | - | 13 | $240,040 | $18,698 | $1,438iApproximate average salary by contribution assumption: employee only about $35,958 at 4% or $23,972 at 6%; with 50% employer match about $23,972 at 4% or $15,981 at 6%; with 100% employer match about $17,979 at 4% or $11,986 at 6%. |
| 2009 | 1 | 13 | $183,644 | $19,085 | $1,468iApproximate average salary by contribution assumption: employee only about $36,702 at 4% or $24,468 at 6%; with 50% employer match about $24,468 at 4% or $16,312 at 6%; with 100% employer match about $18,351 at 4% or $12,234 at 6%. |
| Davis Heating and Cooling Inc. 401K Profit Sharing Plan and Trust | - | 13 | $183,644 | $19,085 | $1,468iApproximate average salary by contribution assumption: employee only about $36,702 at 4% or $24,468 at 6%; with 50% employer match about $24,468 at 4% or $16,312 at 6%; with 100% employer match about $18,351 at 4% or $12,234 at 6%. |
| 2008 | 1 | 24 | $0 | $0 | - |
| Davis Heating and Cooling Inc. 401K Profit Sharing Plan and Trust | - | 24 | - | - | - |
| 2007 | 1 | 21 | $0 | $0 | - |
| Davis Heating and Cooling Inc. 401K Profit Sharing Plan and Trust | - | 21 | - | - | - |
| 2006 | 1 | 20 | $280,421 | $24,577 | $1,229iApproximate average salary by contribution assumption: employee only about $30,721 at 4% or $20,481 at 6%; with 50% employer match about $20,481 at 4% or $13,654 at 6%; with 100% employer match about $15,361 at 4% or $10,240 at 6%. |
| Davis Heating and Cooling Inc. 401K Profit Sharing Plan and Trust | - | 20 | $280,421 | $24,577 | $1,229iApproximate average salary by contribution assumption: employee only about $30,721 at 4% or $20,481 at 6%; with 50% employer match about $20,481 at 4% or $13,654 at 6%; with 100% employer match about $15,361 at 4% or $10,240 at 6%. |
| 2005 | 1 | 20 | $213,075 | $21,373 | $1,069iApproximate average salary by contribution assumption: employee only about $26,716 at 4% or $17,811 at 6%; with 50% employer match about $17,811 at 4% or $11,874 at 6%; with 100% employer match about $13,358 at 4% or $8,905 at 6%. |
| Davis Heating and Cooling Inc. 401K Profit Sharing Plan and Trust | - | 20 | $213,075 | $21,373 | $1,069iApproximate average salary by contribution assumption: employee only about $26,716 at 4% or $17,811 at 6%; with 50% employer match about $17,811 at 4% or $11,874 at 6%; with 100% employer match about $13,358 at 4% or $8,905 at 6%. |
| 2004 | 1 | 19 | $198,436 | $18,873 | $993iApproximate average salary by contribution assumption: employee only about $24,833 at 4% or $16,555 at 6%; with 50% employer match about $16,555 at 4% or $11,037 at 6%; with 100% employer match about $12,416 at 4% or $8,278 at 6%. |
| Davis Heating and Cooling Inc. 401K Profit Sharing Plan and Trust | - | 19 | $198,436 | $18,873 | $993iApproximate average salary by contribution assumption: employee only about $24,833 at 4% or $16,555 at 6%; with 50% employer match about $16,555 at 4% or $11,037 at 6%; with 100% employer match about $12,416 at 4% or $8,278 at 6%. |
| 2003 | 1 | 19 | $0 | $0 | - |
| Davis Heating and Cooling Inc. 401K Profit Sharing Plan and Trust | - | 19 | - | - | - |
| 2002 | 1 | 19 | $124,394 | $14,945 | $787iApproximate average salary by contribution assumption: employee only about $19,664 at 4% or $13,110 at 6%; with 50% employer match about $13,110 at 4% or $8,740 at 6%; with 100% employer match about $9,832 at 4% or $6,555 at 6%. |
| Davis Heating and Cooling Inc. 401K Profit Sharing Plan and Trust | - | 19 | $124,394 | $14,945 | $787iApproximate average salary by contribution assumption: employee only about $19,664 at 4% or $13,110 at 6%; with 50% employer match about $13,110 at 4% or $8,740 at 6%; with 100% employer match about $9,832 at 4% or $6,555 at 6%. |
| 2001 | 1 | 18 | $0 | $0 | - |
| Davis Heating and Cooling Inc. 401K Profit Sharing Plan and Trust | - | 18 | - | - | - |
| 2000 | 1 | 18 | $128,057 | $19,017 | $1,057iApproximate average salary by contribution assumption: employee only about $26,413 at 4% or $17,608 at 6%; with 50% employer match about $17,608 at 4% or $11,739 at 6%; with 100% employer match about $13,206 at 4% or $8,804 at 6%. |
| Davis Heating and Cooling Inc. 401K Profit Sharing Plan and Trust | - | 18 | $128,057 | $19,017 | $1,057iApproximate average salary by contribution assumption: employee only about $26,413 at 4% or $17,608 at 6%; with 50% employer match about $17,608 at 4% or $11,739 at 6%; with 100% employer match about $13,206 at 4% or $8,804 at 6%. |
| 1999 | 1 | 24 | $113,749 | $18,440 | $768iApproximate average salary by contribution assumption: employee only about $19,208 at 4% or $12,806 at 6%; with 50% employer match about $12,806 at 4% or $8,537 at 6%; with 100% employer match about $9,604 at 4% or $6,403 at 6%. |
| Davis Heating and Cooling Inc. 401K Profit Sharing Plan and Trust | - | 24 | $113,749 | $18,440 | $768iApproximate average salary by contribution assumption: employee only about $19,208 at 4% or $12,806 at 6%; with 50% employer match about $12,806 at 4% or $8,537 at 6%; with 100% employer match about $9,604 at 4% or $6,403 at 6%. |