Civic Intelligence

LEWIS & MALONE HEATING & A/C SERVICE, INC.

Plan context: LEWIS & MALONE HEATING & A/C 401K PLAN

EIN 58-2508414 • Monticello, GA • 3 filings • 1 plans

342 Madison RdMonticello, GA 31064
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$781,528

2025 Contributions

$99,621

Historical Graphs

Total Assets Over Time

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

$781,528$390,764$0202320242025YearValue
$781,528Latest year 2025

Participants Over Time

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

840202320242025YearValue
7Latest 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
202517$781,528$99,621$14,232iApproximate average salary by contribution assumption: employee only about $355,789 at 4% or $237,193 at 6%; with 50% employer match about $237,193 at 4% or $158,129 at 6%; with 100% employer match about $177,895 at 4% or $118,596 at 6%.
LEWIS & MALONE HEATING & A/C 401K PLAN-7$781,528$99,621$14,232iApproximate average salary by contribution assumption: employee only about $355,789 at 4% or $237,193 at 6%; with 50% employer match about $237,193 at 4% or $158,129 at 6%; with 100% employer match about $177,895 at 4% or $118,596 at 6%.
202418$583,310$87,655$10,957iApproximate average salary by contribution assumption: employee only about $273,922 at 4% or $182,615 at 6%; with 50% employer match about $182,615 at 4% or $121,743 at 6%; with 100% employer match about $136,961 at 4% or $91,307 at 6%.
LEWIS & MALONE HEATING & A/C 401K PLAN-8$583,310$87,655$10,957iApproximate average salary by contribution assumption: employee only about $273,922 at 4% or $182,615 at 6%; with 50% employer match about $182,615 at 4% or $121,743 at 6%; with 100% employer match about $136,961 at 4% or $91,307 at 6%.
202317$445,266$407,146$58,164iApproximate average salary by contribution assumption: employee only about $1,454,093 at 4% or $969,395 at 6%; with 50% employer match about $969,395 at 4% or $646,263 at 6%; with 100% employer match about $727,046 at 4% or $484,698 at 6%.
LEWIS & MALONE HEATING & A/C 401K PLAN-7$445,266$407,146$58,164iApproximate average salary by contribution assumption: employee only about $1,454,093 at 4% or $969,395 at 6%; with 50% employer match about $969,395 at 4% or $646,263 at 6%; with 100% employer match about $727,046 at 4% or $484,698 at 6%.