Civic Intelligence

Birkhead Heating & Air

Plan context: Birkhead Company Incorporated 401(K) Profit Sharing Plan Trust

EIN 61-0570320 • Louisville, KY • 30 filings • 6 plans

1224 Old Fern Valley Rd Ste 100Louisville, KY 40219-1992
Current Snapshot

Latest Year

2024

2024 Participants

26

2024 Assets

$2,010,762

2024 Contributions

$335,818

Historical Graphs

Total Assets Over Time

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

$2,010,762$1,005,381$0200020132024YearValue
$2,010,762Latest year 2024

Participants Over Time

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

26130200020122024YearValue
26Latest 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
2024226$2,010,762$335,818$12,916iApproximate average salary by contribution assumption: employee only about $322,902 at 4% or $215,268 at 6%; with 50% employer match about $215,268 at 4% or $143,512 at 6%; with 100% employer match about $161,451 at 4% or $107,634 at 6%.
Birkhead Company Incorporated 401(K) Profit Sharing Plan Trust-26$1,970,044$144,069$5,541iApproximate average salary by contribution assumption: employee only about $138,528 at 4% or $92,352 at 6%; with 50% employer match about $92,352 at 4% or $61,568 at 6%; with 100% employer match about $69,264 at 4% or $46,176 at 6%.
Birkhead Heating & Air Cbs Benefit Plan-17$40,718$191,749$11,279iApproximate average salary by contribution assumption: employee only about $281,984 at 4% or $187,989 at 6%; with 50% employer match about $187,989 at 4% or $125,326 at 6%; with 100% employer match about $140,992 at 4% or $93,995 at 6%.
2023226$1,754,912$335,198$12,892iApproximate average salary by contribution assumption: employee only about $322,306 at 4% or $214,871 at 6%; with 50% employer match about $214,871 at 4% or $143,247 at 6%; with 100% employer match about $161,153 at 4% or $107,435 at 6%.
Birkhead Company Incorporated 401(K) Profit Sharing Plan Trust-26$1,717,467$142,566$5,483iApproximate average salary by contribution assumption: employee only about $137,083 at 4% or $91,388 at 6%; with 50% employer match about $91,388 at 4% or $60,926 at 6%; with 100% employer match about $68,541 at 4% or $45,694 at 6%.
Birkhead Heating & Air Cbs Benefit Plan-21$37,445$192,632$9,173iApproximate average salary by contribution assumption: employee only about $229,324 at 4% or $152,883 at 6%; with 50% employer match about $152,883 at 4% or $101,922 at 6%; with 100% employer match about $114,662 at 4% or $76,441 at 6%.
2022225$1,479,625$297,354$11,894iApproximate average salary by contribution assumption: employee only about $297,354 at 4% or $198,236 at 6%; with 50% employer match about $198,236 at 4% or $132,157 at 6%; with 100% employer match about $148,677 at 4% or $99,118 at 6%.
Birkhead Company Incorporated 401(K) Profit Sharing Plan Trust-25$1,451,201$134,747$5,390iApproximate average salary by contribution assumption: employee only about $134,747 at 4% or $89,831 at 6%; with 50% employer match about $89,831 at 4% or $59,888 at 6%; with 100% employer match about $67,374 at 4% or $44,916 at 6%.
Birkhead Heating & Air Cbs Benefit Plan-18$28,424$162,607$9,034iApproximate average salary by contribution assumption: employee only about $225,843 at 4% or $150,562 at 6%; with 50% employer match about $150,562 at 4% or $100,375 at 6%; with 100% employer match about $112,922 at 4% or $75,281 at 6%.
2021223$1,697,327$295,043$12,828iApproximate average salary by contribution assumption: employee only about $320,699 at 4% or $213,799 at 6%; with 50% employer match about $213,799 at 4% or $142,533 at 6%; with 100% employer match about $160,349 at 4% or $106,900 at 6%.
Birkhead Company Incorporated 401(K) Profit Sharing Plan Trust-23$1,674,686$133,734$5,815iApproximate average salary by contribution assumption: employee only about $145,363 at 4% or $96,909 at 6%; with 50% employer match about $96,909 at 4% or $64,606 at 6%; with 100% employer match about $72,682 at 4% or $48,454 at 6%.
Birkhead Heating & Air Cbs Benefit Plan-16$22,641$161,309$10,082iApproximate average salary by contribution assumption: employee only about $252,045 at 4% or $168,030 at 6%; with 50% employer match about $168,030 at 4% or $112,020 at 6%; with 100% employer match about $126,023 at 4% or $84,015 at 6%.
2020225$1,446,497$293,865$11,755iApproximate average salary by contribution assumption: employee only about $293,865 at 4% or $195,910 at 6%; with 50% employer match about $195,910 at 4% or $130,607 at 6%; with 100% employer match about $146,933 at 4% or $97,955 at 6%.
Birkhead Company Incorporated 401(K) Profit Sharing Plan Trust-25$1,430,145$129,150$5,166iApproximate average salary by contribution assumption: employee only about $129,150 at 4% or $86,100 at 6%; with 50% employer match about $86,100 at 4% or $57,400 at 6%; with 100% employer match about $64,575 at 4% or $43,050 at 6%.
Birkhead Heating & Air Cbs Benefit Plan-21$16,352$164,715$7,844iApproximate average salary by contribution assumption: employee only about $196,089 at 4% or $130,726 at 6%; with 50% employer match about $130,726 at 4% or $87,151 at 6%; with 100% employer match about $98,045 at 4% or $65,363 at 6%.
2019122$1,469,392$103,721$4,715iApproximate average salary by contribution assumption: employee only about $117,865 at 4% or $78,577 at 6%; with 50% employer match about $78,577 at 4% or $52,384 at 6%; with 100% employer match about $58,932 at 4% or $39,288 at 6%.
Birkhead Company Incorporated 401(K) Profit Sharing Plan Trust-22$1,469,392$103,721$4,715iApproximate average salary by contribution assumption: employee only about $117,865 at 4% or $78,577 at 6%; with 50% employer match about $78,577 at 4% or $52,384 at 6%; with 100% employer match about $58,932 at 4% or $39,288 at 6%.
2018123$1,174,764$104,185$4,530iApproximate average salary by contribution assumption: employee only about $113,245 at 4% or $75,496 at 6%; with 50% employer match about $75,496 at 4% or $50,331 at 6%; with 100% employer match about $56,622 at 4% or $37,748 at 6%.
Birkhead Company Incorporated 401(K) Profit Sharing Plan Trust-23$1,174,764$104,185$4,530iApproximate average salary by contribution assumption: employee only about $113,245 at 4% or $75,496 at 6%; with 50% employer match about $75,496 at 4% or $50,331 at 6%; with 100% employer match about $56,622 at 4% or $37,748 at 6%.
2017123$1,188,616$83,175$3,616iApproximate average salary by contribution assumption: employee only about $90,408 at 4% or $60,272 at 6%; with 50% employer match about $60,272 at 4% or $40,181 at 6%; with 100% employer match about $45,204 at 4% or $30,136 at 6%.
Birkhead Company Incorporated 401(K) Profit Sharing Plan Trust-23$1,188,616$83,175$3,616iApproximate average salary by contribution assumption: employee only about $90,408 at 4% or $60,272 at 6%; with 50% employer match about $60,272 at 4% or $40,181 at 6%; with 100% employer match about $45,204 at 4% or $30,136 at 6%.
2016122$1,014,454$80,883$3,677iApproximate average salary by contribution assumption: employee only about $91,913 at 4% or $61,275 at 6%; with 50% employer match about $61,275 at 4% or $40,850 at 6%; with 100% employer match about $45,956 at 4% or $30,638 at 6%.
Birkhead Company Incorporated 401(K) Profit Sharing Plan Trust-22$1,014,454$80,883$3,677iApproximate average salary by contribution assumption: employee only about $91,913 at 4% or $61,275 at 6%; with 50% employer match about $61,275 at 4% or $40,850 at 6%; with 100% employer match about $45,956 at 4% or $30,638 at 6%.
2015122$863,842$74,677$3,394iApproximate average salary by contribution assumption: employee only about $84,860 at 4% or $56,573 at 6%; with 50% employer match about $56,573 at 4% or $37,716 at 6%; with 100% employer match about $42,430 at 4% or $28,287 at 6%.
Birkhead Company Incorporated 401(K) Profit Sharing Plan Trust-22$863,842$74,677$3,394iApproximate average salary by contribution assumption: employee only about $84,860 at 4% or $56,573 at 6%; with 50% employer match about $56,573 at 4% or $37,716 at 6%; with 100% employer match about $42,430 at 4% or $28,287 at 6%.
2014120$929,745$75,966$3,798iApproximate average salary by contribution assumption: employee only about $94,958 at 4% or $63,305 at 6%; with 50% employer match about $63,305 at 4% or $42,203 at 6%; with 100% employer match about $47,479 at 4% or $31,653 at 6%.
Birkhead Company Incorporated 401(K) Profit Sharing Plan Trust-20$929,745$75,966$3,798iApproximate average salary by contribution assumption: employee only about $94,958 at 4% or $63,305 at 6%; with 50% employer match about $63,305 at 4% or $42,203 at 6%; with 100% employer match about $47,479 at 4% or $31,653 at 6%.
2013121$843,300$72,274$3,442iApproximate average salary by contribution assumption: employee only about $86,040 at 4% or $57,360 at 6%; with 50% employer match about $57,360 at 4% or $38,240 at 6%; with 100% employer match about $43,020 at 4% or $28,680 at 6%.
Birkhead Company Incorporated 401(K) Profit Sharing Plan Trust-21$843,300$72,274$3,442iApproximate average salary by contribution assumption: employee only about $86,040 at 4% or $57,360 at 6%; with 50% employer match about $57,360 at 4% or $38,240 at 6%; with 100% employer match about $43,020 at 4% or $28,680 at 6%.
2012121$660,284$72,533$3,454iApproximate average salary by contribution assumption: employee only about $86,349 at 4% or $57,566 at 6%; with 50% employer match about $57,566 at 4% or $38,377 at 6%; with 100% employer match about $43,174 at 4% or $28,783 at 6%.
Birkhead Company Incorporated 401(K) Profit Sharing Plan Trust-21$660,284$72,533$3,454iApproximate average salary by contribution assumption: employee only about $86,349 at 4% or $57,566 at 6%; with 50% employer match about $57,566 at 4% or $38,377 at 6%; with 100% employer match about $43,174 at 4% or $28,783 at 6%.
2011124$714,457$60,930$2,539iApproximate average salary by contribution assumption: employee only about $63,469 at 4% or $42,313 at 6%; with 50% employer match about $42,313 at 4% or $28,208 at 6%; with 100% employer match about $31,734 at 4% or $21,156 at 6%.
Birkhead Company Incorporated 401(K) Profit Sharing Plan Trust-24$714,457$60,930$2,539iApproximate average salary by contribution assumption: employee only about $63,469 at 4% or $42,313 at 6%; with 50% employer match about $42,313 at 4% or $28,208 at 6%; with 100% employer match about $31,734 at 4% or $21,156 at 6%.
2010117$680,396$20,404$1,200iApproximate average salary by contribution assumption: employee only about $30,006 at 4% or $20,004 at 6%; with 50% employer match about $20,004 at 4% or $13,336 at 6%; with 100% employer match about $15,003 at 4% or $10,002 at 6%.
Birkhead Company Incorporated 401(K) Profit Sharing Plan Trust-17$680,396$20,404$1,200iApproximate average salary by contribution assumption: employee only about $30,006 at 4% or $20,004 at 6%; with 50% employer match about $20,004 at 4% or $13,336 at 6%; with 100% employer match about $15,003 at 4% or $10,002 at 6%.
2009120$582,359$50,624$2,531iApproximate average salary by contribution assumption: employee only about $63,280 at 4% or $42,187 at 6%; with 50% employer match about $42,187 at 4% or $28,124 at 6%; with 100% employer match about $31,640 at 4% or $21,093 at 6%.
Birkhead Company Incorporated 401(K) Profit Sharing Plan Trust-20$582,359$50,624$2,531iApproximate average salary by contribution assumption: employee only about $63,280 at 4% or $42,187 at 6%; with 50% employer match about $42,187 at 4% or $28,124 at 6%; with 100% employer match about $31,640 at 4% or $21,093 at 6%.
2008124$417,183$63,380$2,641iApproximate average salary by contribution assumption: employee only about $66,021 at 4% or $44,014 at 6%; with 50% employer match about $44,014 at 4% or $29,343 at 6%; with 100% employer match about $33,010 at 4% or $22,007 at 6%.
Birkhead Company Incorporated 401(K) Profit Sharing Plan Trust-24$417,183$63,380$2,641iApproximate average salary by contribution assumption: employee only about $66,021 at 4% or $44,014 at 6%; with 50% employer match about $44,014 at 4% or $29,343 at 6%; with 100% employer match about $33,010 at 4% or $22,007 at 6%.
2007124$656,560$72,927$3,039iApproximate average salary by contribution assumption: employee only about $75,966 at 4% or $50,644 at 6%; with 50% employer match about $50,644 at 4% or $33,763 at 6%; with 100% employer match about $37,983 at 4% or $25,322 at 6%.
Birkhead Company Incorporated 401(K) Profit Sharing Plan Trust-24$656,560$72,927$3,039iApproximate average salary by contribution assumption: employee only about $75,966 at 4% or $50,644 at 6%; with 50% employer match about $50,644 at 4% or $33,763 at 6%; with 100% employer match about $37,983 at 4% or $25,322 at 6%.
2006119$589,956$55,364$2,914iApproximate average salary by contribution assumption: employee only about $72,847 at 4% or $48,565 at 6%; with 50% employer match about $48,565 at 4% or $32,377 at 6%; with 100% employer match about $36,424 at 4% or $24,282 at 6%.
Birkhead Company Incorporated 401(K) Profit Sharing Plan Trust-19$589,956$55,364$2,914iApproximate average salary by contribution assumption: employee only about $72,847 at 4% or $48,565 at 6%; with 50% employer match about $48,565 at 4% or $32,377 at 6%; with 100% employer match about $36,424 at 4% or $24,282 at 6%.
2005119$482,993$55,182$2,904iApproximate average salary by contribution assumption: employee only about $72,608 at 4% or $48,405 at 6%; with 50% employer match about $48,405 at 4% or $32,270 at 6%; with 100% employer match about $36,304 at 4% or $24,203 at 6%.
Birkhead Company Incorporated 401(K) Profit Sharing Plan Trust-19$482,993$55,182$2,904iApproximate average salary by contribution assumption: employee only about $72,608 at 4% or $48,405 at 6%; with 50% employer match about $48,405 at 4% or $32,270 at 6%; with 100% employer match about $36,304 at 4% or $24,203 at 6%.
2004122$404,878$53,079$2,413iApproximate average salary by contribution assumption: employee only about $60,317 at 4% or $40,211 at 6%; with 50% employer match about $40,211 at 4% or $26,808 at 6%; with 100% employer match about $30,159 at 4% or $20,106 at 6%.
Birkhead Company Incorporated 401(K) Profit Sharing Plan Trust-22$404,878$53,079$2,413iApproximate average salary by contribution assumption: employee only about $60,317 at 4% or $40,211 at 6%; with 50% employer match about $40,211 at 4% or $26,808 at 6%; with 100% employer match about $30,159 at 4% or $20,106 at 6%.
2003123$370,483$56,494$2,456iApproximate average salary by contribution assumption: employee only about $61,407 at 4% or $40,938 at 6%; with 50% employer match about $40,938 at 4% or $27,292 at 6%; with 100% employer match about $30,703 at 4% or $20,469 at 6%.
Birkhead Company Incorporated 401(K) Profit Sharing Plan Trust-23$370,483$56,494$2,456iApproximate average salary by contribution assumption: employee only about $61,407 at 4% or $40,938 at 6%; with 50% employer match about $40,938 at 4% or $27,292 at 6%; with 100% employer match about $30,703 at 4% or $20,469 at 6%.
2002120$247,219$55,083$2,754iApproximate average salary by contribution assumption: employee only about $68,854 at 4% or $45,903 at 6%; with 50% employer match about $45,903 at 4% or $30,602 at 6%; with 100% employer match about $34,427 at 4% or $22,951 at 6%.
Birkhead Company Incorporated 401(K) Profit Sharing Plan Trust-20$247,219$55,083$2,754iApproximate average salary by contribution assumption: employee only about $68,854 at 4% or $45,903 at 6%; with 50% employer match about $45,903 at 4% or $30,602 at 6%; with 100% employer match about $34,427 at 4% or $22,951 at 6%.
2001116$0$0-
Birkhead Company Incorporated 401(K) Profit Sharing Plan Trust-16---
2000115$298,881$50,765$3,384iApproximate average salary by contribution assumption: employee only about $84,608 at 4% or $56,406 at 6%; with 50% employer match about $56,406 at 4% or $37,604 at 6%; with 100% employer match about $42,304 at 4% or $28,203 at 6%.
Birkhead Company Incorporated 401(K) Profit Sharing Plan Trust-15$298,881$50,765$3,384iApproximate average salary by contribution assumption: employee only about $84,608 at 4% or $56,406 at 6%; with 50% employer match about $56,406 at 4% or $37,604 at 6%; with 100% employer match about $42,304 at 4% or $28,203 at 6%.