Powell Heating & Air Conditioning Inc.
Plan context: Powell Heating & Air Conditioning Inc. 401K Plan
EIN 59-2932962 • St. Augustine, FL • 20 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
24
2024 Assets
$1,785,004
2024 Contributions
$217,941
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 | 24 | $1,785,004 | $217,941 | $9,081iApproximate average salary by contribution assumption: employee only about $227,022 at 4% or $151,348 at 6%; with 50% employer match about $151,348 at 4% or $100,899 at 6%; with 100% employer match about $113,511 at 4% or $75,674 at 6%. |
| Powell Heating & Air Conditioning Inc. 401K Plan | - | 24 | $1,785,004 | $217,941 | $9,081iApproximate average salary by contribution assumption: employee only about $227,022 at 4% or $151,348 at 6%; with 50% employer match about $151,348 at 4% or $100,899 at 6%; with 100% employer match about $113,511 at 4% or $75,674 at 6%. |
| 2023 | 1 | 22 | $1,428,623 | $217,594 | $9,891iApproximate average salary by contribution assumption: employee only about $247,266 at 4% or $164,844 at 6%; with 50% employer match about $164,844 at 4% or $109,896 at 6%; with 100% employer match about $123,633 at 4% or $82,422 at 6%. |
| Powell Heating & Air Conditioning Inc. 401K Plan | - | 22 | $1,428,623 | $217,594 | $9,891iApproximate average salary by contribution assumption: employee only about $247,266 at 4% or $164,844 at 6%; with 50% employer match about $164,844 at 4% or $109,896 at 6%; with 100% employer match about $123,633 at 4% or $82,422 at 6%. |
| 2022 | 1 | 23 | $1,085,518 | $215,631 | $9,375iApproximate average salary by contribution assumption: employee only about $234,382 at 4% or $156,254 at 6%; with 50% employer match about $156,254 at 4% or $104,170 at 6%; with 100% employer match about $117,191 at 4% or $78,127 at 6%. |
| Powell Heating & Air Conditioning Inc. 401K Plan | - | 23 | $1,085,518 | $215,631 | $9,375iApproximate average salary by contribution assumption: employee only about $234,382 at 4% or $156,254 at 6%; with 50% employer match about $156,254 at 4% or $104,170 at 6%; with 100% employer match about $117,191 at 4% or $78,127 at 6%. |
| 2021 | 1 | 21 | $1,097,506 | $184,364 | $8,779iApproximate average salary by contribution assumption: employee only about $219,481 at 4% or $146,321 at 6%; with 50% employer match about $146,321 at 4% or $97,547 at 6%; with 100% employer match about $109,740 at 4% or $73,160 at 6%. |
| Powell Heating & Air Conditioning Inc. 401K Plan | - | 21 | $1,097,506 | $184,364 | $8,779iApproximate average salary by contribution assumption: employee only about $219,481 at 4% or $146,321 at 6%; with 50% employer match about $146,321 at 4% or $97,547 at 6%; with 100% employer match about $109,740 at 4% or $73,160 at 6%. |
| 2020 | 1 | 18 | $830,706 | $133,030 | $7,391iApproximate average salary by contribution assumption: employee only about $184,764 at 4% or $123,176 at 6%; with 50% employer match about $123,176 at 4% or $82,117 at 6%; with 100% employer match about $92,382 at 4% or $61,588 at 6%. |
| Powell Heating & Air Conditioning Inc. 401K Plan | - | 18 | $830,706 | $133,030 | $7,391iApproximate average salary by contribution assumption: employee only about $184,764 at 4% or $123,176 at 6%; with 50% employer match about $123,176 at 4% or $82,117 at 6%; with 100% employer match about $92,382 at 4% or $61,588 at 6%. |
| 2019 | 1 | 19 | $616,474 | $148,257 | $7,803iApproximate average salary by contribution assumption: employee only about $195,075 at 4% or $130,050 at 6%; with 50% employer match about $130,050 at 4% or $86,700 at 6%; with 100% employer match about $97,538 at 4% or $65,025 at 6%. |
| Powell Heating & Air Conditioning Inc. 401K Plan | - | 19 | $616,474 | $148,257 | $7,803iApproximate average salary by contribution assumption: employee only about $195,075 at 4% or $130,050 at 6%; with 50% employer match about $130,050 at 4% or $86,700 at 6%; with 100% employer match about $97,538 at 4% or $65,025 at 6%. |
| 2018 | 1 | 23 | $423,674 | $156,301 | $6,796iApproximate average salary by contribution assumption: employee only about $169,892 at 4% or $113,262 at 6%; with 50% employer match about $113,262 at 4% or $75,508 at 6%; with 100% employer match about $84,946 at 4% or $56,631 at 6%. |
| Powell Heating & Air Conditioning Inc. 401K Plan | - | 23 | $423,674 | $156,301 | $6,796iApproximate average salary by contribution assumption: employee only about $169,892 at 4% or $113,262 at 6%; with 50% employer match about $113,262 at 4% or $75,508 at 6%; with 100% employer match about $84,946 at 4% or $56,631 at 6%. |
| 2017 | 1 | 18 | $288,160 | $165,885 | $9,216iApproximate average salary by contribution assumption: employee only about $230,396 at 4% or $153,597 at 6%; with 50% employer match about $153,597 at 4% or $102,398 at 6%; with 100% employer match about $115,198 at 4% or $76,799 at 6%. |
| Powell Heating & Air Conditioning Inc. 401K Plan | - | 18 | $288,160 | $165,885 | $9,216iApproximate average salary by contribution assumption: employee only about $230,396 at 4% or $153,597 at 6%; with 50% employer match about $153,597 at 4% or $102,398 at 6%; with 100% employer match about $115,198 at 4% or $76,799 at 6%. |
| 2016 | 1 | 18 | $96,077 | $92,458 | $5,137iApproximate average salary by contribution assumption: employee only about $128,414 at 4% or $85,609 at 6%; with 50% employer match about $85,609 at 4% or $57,073 at 6%; with 100% employer match about $64,207 at 4% or $42,805 at 6%. |
| Powell Heating & Air Conditioning Inc. 401K Plan | - | 18 | $96,077 | $92,458 | $5,137iApproximate average salary by contribution assumption: employee only about $128,414 at 4% or $85,609 at 6%; with 50% employer match about $85,609 at 4% or $57,073 at 6%; with 100% employer match about $64,207 at 4% or $42,805 at 6%. |
| 2010 | 1 | 0 | $0 | $0 | - |
| Powell Heating & Air Conditioning Inc. 401K Plan | - | 0 | $0 | - | - |
| 2009 | 1 | 7 | $125,100 | $1,133 | $162iApproximate average salary by contribution assumption: employee only about $4,046 at 4% or $2,698 at 6%; with 50% employer match about $2,698 at 4% or $1,798 at 6%; with 100% employer match about $2,023 at 4% or $1,349 at 6%. |
| Powell Heating & Air Conditioning Inc. 401K Plan | - | 7 | $125,100 | $1,133 | $162iApproximate average salary by contribution assumption: employee only about $4,046 at 4% or $2,698 at 6%; with 50% employer match about $2,698 at 4% or $1,798 at 6%; with 100% employer match about $2,023 at 4% or $1,349 at 6%. |
| 2008 | 1 | 30 | $0 | $0 | - |
| Powell Heating & Air Conditioning Inc. 401K Plan | - | 30 | - | - | - |
| 2007 | 1 | 39 | $0 | $0 | - |
| Powell Heating & Air Conditioning Inc. 401K Plan | - | 39 | - | - | - |
| 2006 | 1 | 30 | $155,492 | $26,077 | $869iApproximate average salary by contribution assumption: employee only about $21,731 at 4% or $14,487 at 6%; with 50% employer match about $14,487 at 4% or $9,658 at 6%; with 100% employer match about $10,865 at 4% or $7,244 at 6%. |
| Powell Heating & Air Conditioning Inc. 401K Plan | - | 30 | $155,492 | $26,077 | $869iApproximate average salary by contribution assumption: employee only about $21,731 at 4% or $14,487 at 6%; with 50% employer match about $14,487 at 4% or $9,658 at 6%; with 100% employer match about $10,865 at 4% or $7,244 at 6%. |
| 2005 | 1 | 14 | $154,621 | $23,164 | $1,655iApproximate average salary by contribution assumption: employee only about $41,364 at 4% or $27,576 at 6%; with 50% employer match about $27,576 at 4% or $18,384 at 6%; with 100% employer match about $20,682 at 4% or $13,788 at 6%. |
| Powell Heating & Air Conditioning Inc. 401K Plan | - | 14 | $154,621 | $23,164 | $1,655iApproximate average salary by contribution assumption: employee only about $41,364 at 4% or $27,576 at 6%; with 50% employer match about $27,576 at 4% or $18,384 at 6%; with 100% employer match about $20,682 at 4% or $13,788 at 6%. |
| 2004 | 1 | 16 | $0 | $0 | - |
| Powell Heating & Air Conditioning Inc. 401K Plan | - | 16 | - | - | - |
| 2002 | 1 | 0 | $94,405 | $35,905 | - |
| Powell Heating & Air Conditioning Inc. 401K Plan | - | 0 | $94,405 | $35,905 | - |
| 2001 | 1 | 29 | $0 | $0 | - |
| Powell Heating & Air Conditioning Inc. 401K Plan | - | 29 | - | - | - |
| 2000 | 1 | 24 | $84,275 | $36,787 | $1,533iApproximate average salary by contribution assumption: employee only about $38,320 at 4% or $25,547 at 6%; with 50% employer match about $25,547 at 4% or $17,031 at 6%; with 100% employer match about $19,160 at 4% or $12,773 at 6%. |
| Powell Heating & Air Conditioning Inc. 401K Plan | - | 24 | $84,275 | $36,787 | $1,533iApproximate average salary by contribution assumption: employee only about $38,320 at 4% or $25,547 at 6%; with 50% employer match about $25,547 at 4% or $17,031 at 6%; with 100% employer match about $19,160 at 4% or $12,773 at 6%. |
| 1999 | 1 | 17 | $62,927 | $27,450 | $1,615iApproximate average salary by contribution assumption: employee only about $40,368 at 4% or $26,912 at 6%; with 50% employer match about $26,912 at 4% or $17,941 at 6%; with 100% employer match about $20,184 at 4% or $13,456 at 6%. |
| Powell Heating & Air Conditioning Inc. 401K Plan | - | 17 | $62,927 | $27,450 | $1,615iApproximate average salary by contribution assumption: employee only about $40,368 at 4% or $26,912 at 6%; with 50% employer match about $26,912 at 4% or $17,941 at 6%; with 100% employer match about $20,184 at 4% or $13,456 at 6%. |