Morelli Heating & Air Conditioning Inc.
Plan context: Morelli Heating & Air Conditioning Inc. 401(K) Profit Sharing Plan
EIN 57-0724478 • North Charleston, SC • 28 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
23
2024 Assets
$2,566,437
2024 Contributions
$148,697
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 | 23 | $2,566,437 | $148,697 | $6,465iApproximate average salary by contribution assumption: employee only about $161,627 at 4% or $107,751 at 6%; with 50% employer match about $107,751 at 4% or $71,834 at 6%; with 100% employer match about $80,814 at 4% or $53,876 at 6%. |
| Morelli Heating & Air Conditioning Inc. 401(K) Profit Sharing Plan | - | 23 | $2,566,437 | $148,697 | $6,465iApproximate average salary by contribution assumption: employee only about $161,627 at 4% or $107,751 at 6%; with 50% employer match about $107,751 at 4% or $71,834 at 6%; with 100% employer match about $80,814 at 4% or $53,876 at 6%. |
| 2023 | 1 | 26 | $2,145,974 | $145,382 | $5,592iApproximate average salary by contribution assumption: employee only about $139,790 at 4% or $93,194 at 6%; with 50% employer match about $93,194 at 4% or $62,129 at 6%; with 100% employer match about $69,895 at 4% or $46,597 at 6%. |
| Morelli Heating & Air Conditioning Inc. 401(K) Profit Sharing Plan | - | 26 | $2,145,974 | $145,382 | $5,592iApproximate average salary by contribution assumption: employee only about $139,790 at 4% or $93,194 at 6%; with 50% employer match about $93,194 at 4% or $62,129 at 6%; with 100% employer match about $69,895 at 4% or $46,597 at 6%. |
| 2022 | 1 | 26 | $1,766,679 | $145,329 | $5,590iApproximate average salary by contribution assumption: employee only about $139,739 at 4% or $93,160 at 6%; with 50% employer match about $93,160 at 4% or $62,106 at 6%; with 100% employer match about $69,870 at 4% or $46,580 at 6%. |
| Morelli Heating & Air Conditioning Inc. 401(K) Profit Sharing Plan | - | 26 | $1,766,679 | $145,329 | $5,590iApproximate average salary by contribution assumption: employee only about $139,739 at 4% or $93,160 at 6%; with 50% employer match about $93,160 at 4% or $62,106 at 6%; with 100% employer match about $69,870 at 4% or $46,580 at 6%. |
| 2021 | 1 | 24 | $1,998,080 | $133,155 | $5,548iApproximate average salary by contribution assumption: employee only about $138,703 at 4% or $92,469 at 6%; with 50% employer match about $92,469 at 4% or $61,646 at 6%; with 100% employer match about $69,352 at 4% or $46,234 at 6%. |
| Morelli Heating & Air Conditioning Inc. 401(K) Profit Sharing Plan | - | 24 | $1,998,080 | $133,155 | $5,548iApproximate average salary by contribution assumption: employee only about $138,703 at 4% or $92,469 at 6%; with 50% employer match about $92,469 at 4% or $61,646 at 6%; with 100% employer match about $69,352 at 4% or $46,234 at 6%. |
| 2020 | 1 | 24 | $1,871,630 | $130,253 | $5,427iApproximate average salary by contribution assumption: employee only about $135,680 at 4% or $90,453 at 6%; with 50% employer match about $90,453 at 4% or $60,302 at 6%; with 100% employer match about $67,840 at 4% or $45,227 at 6%. |
| Morelli Heating & Air Conditioning Inc. 401(K) Profit Sharing Plan | - | 24 | $1,871,630 | $130,253 | $5,427iApproximate average salary by contribution assumption: employee only about $135,680 at 4% or $90,453 at 6%; with 50% employer match about $90,453 at 4% or $60,302 at 6%; with 100% employer match about $67,840 at 4% or $45,227 at 6%. |
| 2019 | 1 | 24 | $1,420,498 | $115,976 | $4,832iApproximate average salary by contribution assumption: employee only about $120,808 at 4% or $80,539 at 6%; with 50% employer match about $80,539 at 4% or $53,693 at 6%; with 100% employer match about $60,404 at 4% or $40,269 at 6%. |
| Morelli Heating & Air Conditioning Inc. 401(K) Profit Sharing Plan | - | 24 | $1,420,498 | $115,976 | $4,832iApproximate average salary by contribution assumption: employee only about $120,808 at 4% or $80,539 at 6%; with 50% employer match about $80,539 at 4% or $53,693 at 6%; with 100% employer match about $60,404 at 4% or $40,269 at 6%. |
| 2018 | 1 | 26 | $1,083,010 | $115,087 | $4,426iApproximate average salary by contribution assumption: employee only about $110,661 at 4% or $73,774 at 6%; with 50% employer match about $73,774 at 4% or $49,182 at 6%; with 100% employer match about $55,330 at 4% or $36,887 at 6%. |
| Morelli Heating & Air Conditioning Inc. 401(K) Profit Sharing Plan | - | 26 | $1,083,010 | $115,087 | $4,426iApproximate average salary by contribution assumption: employee only about $110,661 at 4% or $73,774 at 6%; with 50% employer match about $73,774 at 4% or $49,182 at 6%; with 100% employer match about $55,330 at 4% or $36,887 at 6%. |
| 2017 | 1 | 37 | $1,061,902 | $113,439 | $3,066iApproximate average salary by contribution assumption: employee only about $76,648 at 4% or $51,099 at 6%; with 50% employer match about $51,099 at 4% or $34,066 at 6%; with 100% employer match about $38,324 at 4% or $25,549 at 6%. |
| Morelli Heating & Air Conditioning Inc. 401(K) Profit Sharing Plan | - | 37 | $1,061,902 | $113,439 | $3,066iApproximate average salary by contribution assumption: employee only about $76,648 at 4% or $51,099 at 6%; with 50% employer match about $51,099 at 4% or $34,066 at 6%; with 100% employer match about $38,324 at 4% or $25,549 at 6%. |
| 2016 | 1 | 39 | $890,766 | $36,606 | $939iApproximate average salary by contribution assumption: employee only about $23,465 at 4% or $15,644 at 6%; with 50% employer match about $15,644 at 4% or $10,429 at 6%; with 100% employer match about $11,733 at 4% or $7,822 at 6%. |
| Morelli Heating & Air Conditioning Inc. 401(K) Profit Sharing Plan | - | 39 | $890,766 | $36,606 | $939iApproximate average salary by contribution assumption: employee only about $23,465 at 4% or $15,644 at 6%; with 50% employer match about $15,644 at 4% or $10,429 at 6%; with 100% employer match about $11,733 at 4% or $7,822 at 6%. |
| 2015 | 1 | 23 | $863,060 | $90,768 | $3,946iApproximate average salary by contribution assumption: employee only about $98,661 at 4% or $65,774 at 6%; with 50% employer match about $65,774 at 4% or $43,849 at 6%; with 100% employer match about $49,330 at 4% or $32,887 at 6%. |
| Morelli Heating & Air Conditioning Inc. 401(K) Profit Sharing Plan | - | 23 | $863,060 | $90,768 | $3,946iApproximate average salary by contribution assumption: employee only about $98,661 at 4% or $65,774 at 6%; with 50% employer match about $65,774 at 4% or $43,849 at 6%; with 100% employer match about $49,330 at 4% or $32,887 at 6%. |
| 2014 | 1 | 24 | $899,247 | $38,167 | $1,590iApproximate average salary by contribution assumption: employee only about $39,757 at 4% or $26,505 at 6%; with 50% employer match about $26,505 at 4% or $17,670 at 6%; with 100% employer match about $19,879 at 4% or $13,252 at 6%. |
| Morelli Heating & Air Conditioning Inc. 401(K) Profit Sharing Plan | - | 24 | $899,247 | $38,167 | $1,590iApproximate average salary by contribution assumption: employee only about $39,757 at 4% or $26,505 at 6%; with 50% employer match about $26,505 at 4% or $17,670 at 6%; with 100% employer match about $19,879 at 4% or $13,252 at 6%. |
| 2013 | 1 | 25 | $852,185 | $51,466 | $2,059iApproximate average salary by contribution assumption: employee only about $51,466 at 4% or $34,311 at 6%; with 50% employer match about $34,311 at 4% or $22,874 at 6%; with 100% employer match about $25,733 at 4% or $17,155 at 6%. |
| Morelli Heating & Air Conditioning Inc. 401(K) Profit Sharing Plan | - | 25 | $852,185 | $51,466 | $2,059iApproximate average salary by contribution assumption: employee only about $51,466 at 4% or $34,311 at 6%; with 50% employer match about $34,311 at 4% or $22,874 at 6%; with 100% employer match about $25,733 at 4% or $17,155 at 6%. |
| 2012 | 1 | 29 | $803,531 | $58,443 | $2,015iApproximate average salary by contribution assumption: employee only about $50,382 at 4% or $33,588 at 6%; with 50% employer match about $33,588 at 4% or $22,392 at 6%; with 100% employer match about $25,191 at 4% or $16,794 at 6%. |
| Morelli Heating & Air Conditioning Inc. 401(K) Profit Sharing Plan | - | 29 | $803,531 | $58,443 | $2,015iApproximate average salary by contribution assumption: employee only about $50,382 at 4% or $33,588 at 6%; with 50% employer match about $33,588 at 4% or $22,392 at 6%; with 100% employer match about $25,191 at 4% or $16,794 at 6%. |
| 2011 | 1 | 29 | $699,214 | $58,025 | $2,001iApproximate average salary by contribution assumption: employee only about $50,022 at 4% or $33,348 at 6%; with 50% employer match about $33,348 at 4% or $22,232 at 6%; with 100% employer match about $25,011 at 4% or $16,674 at 6%. |
| Morelli Heating & Air Conditioning Inc. 401(K) Profit Sharing Plan | - | 29 | $699,214 | $58,025 | $2,001iApproximate average salary by contribution assumption: employee only about $50,022 at 4% or $33,348 at 6%; with 50% employer match about $33,348 at 4% or $22,232 at 6%; with 100% employer match about $25,011 at 4% or $16,674 at 6%. |
| 2010 | 1 | 32 | $670,498 | $165,088 | $5,159iApproximate average salary by contribution assumption: employee only about $128,975 at 4% or $85,983 at 6%; with 50% employer match about $85,983 at 4% or $57,322 at 6%; with 100% employer match about $64,488 at 4% or $42,992 at 6%. |
| Morelli Heating & Air Conditioning Inc. 401(K) Profit Sharing Plan | - | 32 | $670,498 | $165,088 | $5,159iApproximate average salary by contribution assumption: employee only about $128,975 at 4% or $85,983 at 6%; with 50% employer match about $85,983 at 4% or $57,322 at 6%; with 100% employer match about $64,488 at 4% or $42,992 at 6%. |
| 2009 | 1 | 26 | $482,988 | $40,527 | $1,559iApproximate average salary by contribution assumption: employee only about $38,968 at 4% or $25,979 at 6%; with 50% employer match about $25,979 at 4% or $17,319 at 6%; with 100% employer match about $19,484 at 4% or $12,989 at 6%. |
| Morelli Heating & Air Conditioning Inc. 401(K) Profit Sharing Plan | - | 26 | $482,988 | $40,527 | $1,559iApproximate average salary by contribution assumption: employee only about $38,968 at 4% or $25,979 at 6%; with 50% employer match about $25,979 at 4% or $17,319 at 6%; with 100% employer match about $19,484 at 4% or $12,989 at 6%. |
| 2008 | 1 | 20 | $449,423 | $45,519 | $2,276iApproximate average salary by contribution assumption: employee only about $56,899 at 4% or $37,933 at 6%; with 50% employer match about $37,933 at 4% or $25,288 at 6%; with 100% employer match about $28,449 at 4% or $18,966 at 6%. |
| Morelli Heating & Air Conditioning Inc. 401(K) Profit Sharing Plan | - | 20 | $449,423 | $45,519 | $2,276iApproximate average salary by contribution assumption: employee only about $56,899 at 4% or $37,933 at 6%; with 50% employer match about $37,933 at 4% or $25,288 at 6%; with 100% employer match about $28,449 at 4% or $18,966 at 6%. |
| 2007 | 2 | 26 | $0 | $0 | - |
| Morelli Heating & Air Conditioning Inc. 401(K) Profit Sharing Plan | - | 26 | - | - | - |
| Morelli Heating & Air Conditioning Inc. 401K Retirement Plan | - | 0 | - | - | - |
| 2006 | 2 | 26 | $493,478 | $155,790 | $5,992iApproximate average salary by contribution assumption: employee only about $149,798 at 4% or $99,865 at 6%; with 50% employer match about $99,865 at 4% or $66,577 at 6%; with 100% employer match about $74,899 at 4% or $49,933 at 6%. |
| Morelli Heating & Air Conditioning Inc. 401K Retirement Plan | - | 25 | $374,677 | $36,989 | $1,480iApproximate average salary by contribution assumption: employee only about $36,989 at 4% or $24,659 at 6%; with 50% employer match about $24,659 at 4% or $16,440 at 6%; with 100% employer match about $18,495 at 4% or $12,330 at 6%. |
| Morelli Heating & Air Conditioning Inc. 401(K) Profit Sharing Plan | - | 26 | $118,801 | $118,801 | $4,569iApproximate average salary by contribution assumption: employee only about $114,232 at 4% or $76,154 at 6%; with 50% employer match about $76,154 at 4% or $50,770 at 6%; with 100% employer match about $57,116 at 4% or $38,077 at 6%. |
| 2005 | 1 | 23 | $344,375 | $41,003 | $1,783iApproximate average salary by contribution assumption: employee only about $44,568 at 4% or $29,712 at 6%; with 50% employer match about $29,712 at 4% or $19,808 at 6%; with 100% employer match about $22,284 at 4% or $14,856 at 6%. |
| Morelli Heating & Air Conditioning Inc. 401K Retirement Plan | - | 23 | $344,375 | $41,003 | $1,783iApproximate average salary by contribution assumption: employee only about $44,568 at 4% or $29,712 at 6%; with 50% employer match about $29,712 at 4% or $19,808 at 6%; with 100% employer match about $22,284 at 4% or $14,856 at 6%. |
| 2004 | 1 | 25 | $304,421 | $43,783 | $1,751iApproximate average salary by contribution assumption: employee only about $43,783 at 4% or $29,189 at 6%; with 50% employer match about $29,189 at 4% or $19,459 at 6%; with 100% employer match about $21,892 at 4% or $14,594 at 6%. |
| Morelli Heating & Air Conditioning Inc. 401K Retirement Plan | - | 25 | $304,421 | $43,783 | $1,751iApproximate average salary by contribution assumption: employee only about $43,783 at 4% or $29,189 at 6%; with 50% employer match about $29,189 at 4% or $19,459 at 6%; with 100% employer match about $21,892 at 4% or $14,594 at 6%. |
| 2003 | 1 | 25 | $294,966 | $47,557 | $1,902iApproximate average salary by contribution assumption: employee only about $47,557 at 4% or $31,705 at 6%; with 50% employer match about $31,705 at 4% or $21,136 at 6%; with 100% employer match about $23,779 at 4% or $15,852 at 6%. |
| Morelli Heating & Air Conditioning Inc. 401K Retirement Plan | - | 25 | $294,966 | $47,557 | $1,902iApproximate average salary by contribution assumption: employee only about $47,557 at 4% or $31,705 at 6%; with 50% employer match about $31,705 at 4% or $21,136 at 6%; with 100% employer match about $23,779 at 4% or $15,852 at 6%. |
| 2002 | 1 | 32 | $231,517 | $67,675 | $2,115iApproximate average salary by contribution assumption: employee only about $52,871 at 4% or $35,247 at 6%; with 50% employer match about $35,247 at 4% or $23,498 at 6%; with 100% employer match about $26,436 at 4% or $17,624 at 6%. |
| Morelli Heating & Air Conditioning Inc. 401K Retirement Plan | - | 32 | $231,517 | $67,675 | $2,115iApproximate average salary by contribution assumption: employee only about $52,871 at 4% or $35,247 at 6%; with 50% employer match about $35,247 at 4% or $23,498 at 6%; with 100% employer match about $26,436 at 4% or $17,624 at 6%. |
| 2001 | 1 | 35 | $0 | $0 | - |
| Morelli Heating & Air Conditioning Inc. 401K Retirement Plan | - | 35 | - | - | - |
| 2000 | 1 | 28 | $0 | $0 | - |
| Morelli Heating & Air Conditioning Inc. 401K Retirement Plan | - | 28 | - | - | - |
| 1999 | 1 | 19 | $167,923 | $29,980 | $1,578iApproximate average salary by contribution assumption: employee only about $39,447 at 4% or $26,298 at 6%; with 50% employer match about $26,298 at 4% or $17,532 at 6%; with 100% employer match about $19,724 at 4% or $13,149 at 6%. |
| Morelli Heating & Air Conditioning Inc. 401K Retirement Plan | - | 19 | $167,923 | $29,980 | $1,578iApproximate average salary by contribution assumption: employee only about $39,447 at 4% or $26,298 at 6%; with 50% employer match about $26,298 at 4% or $17,532 at 6%; with 100% employer match about $19,724 at 4% or $13,149 at 6%. |