Civic Intelligence

Estes Heating and Air Conditioning

Plan context: Estes Heating and Air Conditioning Inc. Retirement Plan

EIN 59-3159990 • Jacksonville, FL • 11 filings • 1 plans

1954 Southside BlvdJacksonville, FL 32216
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$762,414

2024 Contributions

$126,610

Historical Graphs

Total Assets Over Time

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

$762,414$381,207$0201420192024YearValue
$762,414Latest year 2024

Participants Over Time

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

1050201420192024YearValue
8Latest 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
202418$762,414$126,610$15,826iApproximate average salary by contribution assumption: employee only about $395,656 at 4% or $263,771 at 6%; with 50% employer match about $263,771 at 4% or $175,847 at 6%; with 100% employer match about $197,828 at 4% or $131,885 at 6%.
Estes Heating and Air Conditioning Inc. Retirement Plan-8$762,414$126,610$15,826iApproximate average salary by contribution assumption: employee only about $395,656 at 4% or $263,771 at 6%; with 50% employer match about $263,771 at 4% or $175,847 at 6%; with 100% employer match about $197,828 at 4% or $131,885 at 6%.
2023110$607,238$147,181$14,718iApproximate average salary by contribution assumption: employee only about $367,953 at 4% or $245,302 at 6%; with 50% employer match about $245,302 at 4% or $163,534 at 6%; with 100% employer match about $183,976 at 4% or $122,651 at 6%.
Estes Heating and Air Conditioning Inc. Retirement Plan-10$607,238$147,181$14,718iApproximate average salary by contribution assumption: employee only about $367,953 at 4% or $245,302 at 6%; with 50% employer match about $245,302 at 4% or $163,534 at 6%; with 100% employer match about $183,976 at 4% or $122,651 at 6%.
202216$401,653$92,982$15,497iApproximate average salary by contribution assumption: employee only about $387,425 at 4% or $258,283 at 6%; with 50% employer match about $258,283 at 4% or $172,189 at 6%; with 100% employer match about $193,713 at 4% or $129,142 at 6%.
Estes Heating and Air Conditioning Inc. Retirement Plan-6$401,653$92,982$15,497iApproximate average salary by contribution assumption: employee only about $387,425 at 4% or $258,283 at 6%; with 50% employer match about $258,283 at 4% or $172,189 at 6%; with 100% employer match about $193,713 at 4% or $129,142 at 6%.
202118$371,590$65,005$8,126iApproximate average salary by contribution assumption: employee only about $203,141 at 4% or $135,427 at 6%; with 50% employer match about $135,427 at 4% or $90,285 at 6%; with 100% employer match about $101,570 at 4% or $67,714 at 6%.
Estes Heating and Air Conditioning Inc. Retirement Plan-8$371,590$65,005$8,126iApproximate average salary by contribution assumption: employee only about $203,141 at 4% or $135,427 at 6%; with 50% employer match about $135,427 at 4% or $90,285 at 6%; with 100% employer match about $101,570 at 4% or $67,714 at 6%.
202019$302,569$57,043$6,338iApproximate average salary by contribution assumption: employee only about $158,453 at 4% or $105,635 at 6%; with 50% employer match about $105,635 at 4% or $70,423 at 6%; with 100% employer match about $79,226 at 4% or $52,818 at 6%.
Estes Heating and Air Conditioning Inc. Retirement Plan-9$302,569$57,043$6,338iApproximate average salary by contribution assumption: employee only about $158,453 at 4% or $105,635 at 6%; with 50% employer match about $105,635 at 4% or $70,423 at 6%; with 100% employer match about $79,226 at 4% or $52,818 at 6%.
201918$229,656$24,090$3,011iApproximate average salary by contribution assumption: employee only about $75,281 at 4% or $50,188 at 6%; with 50% employer match about $50,188 at 4% or $33,458 at 6%; with 100% employer match about $37,641 at 4% or $25,094 at 6%.
Estes Heating and Air Conditioning Inc. Retirement Plan-8$229,656$24,090$3,011iApproximate average salary by contribution assumption: employee only about $75,281 at 4% or $50,188 at 6%; with 50% employer match about $50,188 at 4% or $33,458 at 6%; with 100% employer match about $37,641 at 4% or $25,094 at 6%.
201819$180,161$24,177$2,686iApproximate average salary by contribution assumption: employee only about $67,158 at 4% or $44,772 at 6%; with 50% employer match about $44,772 at 4% or $29,848 at 6%; with 100% employer match about $33,579 at 4% or $22,386 at 6%.
Estes Heating and Air Conditioning Inc. Retirement Plan-9$180,161$24,177$2,686iApproximate average salary by contribution assumption: employee only about $67,158 at 4% or $44,772 at 6%; with 50% employer match about $44,772 at 4% or $29,848 at 6%; with 100% employer match about $33,579 at 4% or $22,386 at 6%.
201719$165,263$24,914$2,768iApproximate average salary by contribution assumption: employee only about $69,206 at 4% or $46,137 at 6%; with 50% employer match about $46,137 at 4% or $30,758 at 6%; with 100% employer match about $34,603 at 4% or $23,069 at 6%.
Estes Heating and Air Conditioning Inc. Retirement Plan-9$165,263$24,914$2,768iApproximate average salary by contribution assumption: employee only about $69,206 at 4% or $46,137 at 6%; with 50% employer match about $46,137 at 4% or $30,758 at 6%; with 100% employer match about $34,603 at 4% or $23,069 at 6%.
201616$124,576$32,560$5,427iApproximate average salary by contribution assumption: employee only about $135,667 at 4% or $90,444 at 6%; with 50% employer match about $90,444 at 4% or $60,296 at 6%; with 100% employer match about $67,833 at 4% or $45,222 at 6%.
Estes Heating and Air Conditioning Inc. Retirement Plan-6$124,576$32,560$5,427iApproximate average salary by contribution assumption: employee only about $135,667 at 4% or $90,444 at 6%; with 50% employer match about $90,444 at 4% or $60,296 at 6%; with 100% employer match about $67,833 at 4% or $45,222 at 6%.
201517$95,346$49,525$7,075iApproximate average salary by contribution assumption: employee only about $176,875 at 4% or $117,917 at 6%; with 50% employer match about $117,917 at 4% or $78,611 at 6%; with 100% employer match about $88,438 at 4% or $58,958 at 6%.
Estes Heating and Air Conditioning Inc. Retirement Plan-7$95,346$49,525$7,075iApproximate average salary by contribution assumption: employee only about $176,875 at 4% or $117,917 at 6%; with 50% employer match about $117,917 at 4% or $78,611 at 6%; with 100% employer match about $88,438 at 4% or $58,958 at 6%.
201415$45,526$45,526$9,105iApproximate average salary by contribution assumption: employee only about $227,630 at 4% or $151,753 at 6%; with 50% employer match about $151,753 at 4% or $101,169 at 6%; with 100% employer match about $113,815 at 4% or $75,877 at 6%.
Estes Heating and Air Conditioning Inc. Retirement Plan-5$45,526$45,526$9,105iApproximate average salary by contribution assumption: employee only about $227,630 at 4% or $151,753 at 6%; with 50% employer match about $151,753 at 4% or $101,169 at 6%; with 100% employer match about $113,815 at 4% or $75,877 at 6%.