Morris Heating & Cooling Inc.
Plan context: Morris Heating & Cooling Profit Sharing Plan & Trust
EIN 61-1304454 • Burlington, KY • 25 filings • 4 plans
Current Snapshot
Latest Year
2023
2023 Participants
76
2023 Assets
$1,032,987
2023 Contributions
$166,115
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 76 | $1,032,987 | $166,115 | $2,186iApproximate average salary by contribution assumption: employee only about $54,643 at 4% or $36,429 at 6%; with 50% employer match about $36,429 at 4% or $24,286 at 6%; with 100% employer match about $27,322 at 4% or $18,214 at 6%. |
| Morris Heating & Cooling Profit Sharing Plan & Trust | - | 76 | $1,032,987 | $166,115 | $2,186iApproximate average salary by contribution assumption: employee only about $54,643 at 4% or $36,429 at 6%; with 50% employer match about $36,429 at 4% or $24,286 at 6%; with 100% employer match about $27,322 at 4% or $18,214 at 6%. |
| 2022 | 1 | 70 | $797,856 | $145,478 | $2,078iApproximate average salary by contribution assumption: employee only about $51,956 at 4% or $34,638 at 6%; with 50% employer match about $34,638 at 4% or $23,092 at 6%; with 100% employer match about $25,978 at 4% or $17,319 at 6%. |
| Morris Heating & Cooling Profit Sharing Plan & Trust | - | 70 | $797,856 | $145,478 | $2,078iApproximate average salary by contribution assumption: employee only about $51,956 at 4% or $34,638 at 6%; with 50% employer match about $34,638 at 4% or $23,092 at 6%; with 100% employer match about $25,978 at 4% or $17,319 at 6%. |
| 2021 | 1 | 65 | $1,172,553 | $196,175 | $3,018iApproximate average salary by contribution assumption: employee only about $75,452 at 4% or $50,301 at 6%; with 50% employer match about $50,301 at 4% or $33,534 at 6%; with 100% employer match about $37,726 at 4% or $25,151 at 6%. |
| Morris Heating & Cooling Profit Sharing Plan & Trust | - | 65 | $1,172,553 | $196,175 | $3,018iApproximate average salary by contribution assumption: employee only about $75,452 at 4% or $50,301 at 6%; with 50% employer match about $50,301 at 4% or $33,534 at 6%; with 100% employer match about $37,726 at 4% or $25,151 at 6%. |
| 2020 | 1 | 66 | $891,828 | $143,155 | $2,169iApproximate average salary by contribution assumption: employee only about $54,225 at 4% or $36,150 at 6%; with 50% employer match about $36,150 at 4% or $24,100 at 6%; with 100% employer match about $27,113 at 4% or $18,075 at 6%. |
| Morris Heating & Cooling Profit Sharing Plan & Trust | - | 66 | $891,828 | $143,155 | $2,169iApproximate average salary by contribution assumption: employee only about $54,225 at 4% or $36,150 at 6%; with 50% employer match about $36,150 at 4% or $24,100 at 6%; with 100% employer match about $27,113 at 4% or $18,075 at 6%. |
| 2019 | 1 | 59 | $799,570 | $122,513 | $2,076iApproximate average salary by contribution assumption: employee only about $51,912 at 4% or $34,608 at 6%; with 50% employer match about $34,608 at 4% or $23,072 at 6%; with 100% employer match about $25,956 at 4% or $17,304 at 6%. |
| Morris Heating & Cooling Profit Sharing Plan & Trust | - | 59 | $799,570 | $122,513 | $2,076iApproximate average salary by contribution assumption: employee only about $51,912 at 4% or $34,608 at 6%; with 50% employer match about $34,608 at 4% or $23,072 at 6%; with 100% employer match about $25,956 at 4% or $17,304 at 6%. |
| 2018 | 1 | 54 | $691,349 | $124,642 | $2,308iApproximate average salary by contribution assumption: employee only about $57,705 at 4% or $38,470 at 6%; with 50% employer match about $38,470 at 4% or $25,647 at 6%; with 100% employer match about $28,852 at 4% or $19,235 at 6%. |
| Morris Heating & Cooling Profit Sharing Plan & Trust | - | 54 | $691,349 | $124,642 | $2,308iApproximate average salary by contribution assumption: employee only about $57,705 at 4% or $38,470 at 6%; with 50% employer match about $38,470 at 4% or $25,647 at 6%; with 100% employer match about $28,852 at 4% or $19,235 at 6%. |
| 2017 | 1 | 0 | $640,164 | $94,549 | - |
| Morris Heating & Cooling Profit Sharing Plan & Trust | - | 0 | $640,164 | $94,549 | - |
| 2016 | 1 | 34 | $491,789 | $69,100 | $2,032iApproximate average salary by contribution assumption: employee only about $50,809 at 4% or $33,873 at 6%; with 50% employer match about $33,873 at 4% or $22,582 at 6%; with 100% employer match about $25,404 at 4% or $16,936 at 6%. |
| Morris Heating & Cooling Profit Sharing Plan & Trust | - | 34 | $491,789 | $69,100 | $2,032iApproximate average salary by contribution assumption: employee only about $50,809 at 4% or $33,873 at 6%; with 50% employer match about $33,873 at 4% or $22,582 at 6%; with 100% employer match about $25,404 at 4% or $16,936 at 6%. |
| 2015 | 1 | 38 | $460,105 | $44,887 | $1,181iApproximate average salary by contribution assumption: employee only about $29,531 at 4% or $19,687 at 6%; with 50% employer match about $19,687 at 4% or $13,125 at 6%; with 100% employer match about $14,765 at 4% or $9,844 at 6%. |
| Morris Heating & Cooling Profit Sharing Plan & Trust | - | 38 | $460,105 | $44,887 | $1,181iApproximate average salary by contribution assumption: employee only about $29,531 at 4% or $19,687 at 6%; with 50% employer match about $19,687 at 4% or $13,125 at 6%; with 100% employer match about $14,765 at 4% or $9,844 at 6%. |
| 2014 | 1 | 32 | $437,480 | $42,459 | $1,327iApproximate average salary by contribution assumption: employee only about $33,171 at 4% or $22,114 at 6%; with 50% employer match about $22,114 at 4% or $14,743 at 6%; with 100% employer match about $16,586 at 4% or $11,057 at 6%. |
| Morris Heating & Cooling Profit Sharing Plan & Trust | - | 32 | $437,480 | $42,459 | $1,327iApproximate average salary by contribution assumption: employee only about $33,171 at 4% or $22,114 at 6%; with 50% employer match about $22,114 at 4% or $14,743 at 6%; with 100% employer match about $16,586 at 4% or $11,057 at 6%. |
| 2013 | 1 | 34 | $410,714 | $81,374 | $2,393iApproximate average salary by contribution assumption: employee only about $59,834 at 4% or $39,889 at 6%; with 50% employer match about $39,889 at 4% or $26,593 at 6%; with 100% employer match about $29,917 at 4% or $19,945 at 6%. |
| Morris Heating & Cooling Profit Sharing Plan & Trust | - | 34 | $410,714 | $81,374 | $2,393iApproximate average salary by contribution assumption: employee only about $59,834 at 4% or $39,889 at 6%; with 50% employer match about $39,889 at 4% or $26,593 at 6%; with 100% employer match about $29,917 at 4% or $19,945 at 6%. |
| 2012 | 1 | 32 | $326,067 | $34,038 | $1,064iApproximate average salary by contribution assumption: employee only about $26,592 at 4% or $17,728 at 6%; with 50% employer match about $17,728 at 4% or $11,819 at 6%; with 100% employer match about $13,296 at 4% or $8,864 at 6%. |
| Morris Heating & Cooling Profit Sharing Plan & Trust | - | 32 | $326,067 | $34,038 | $1,064iApproximate average salary by contribution assumption: employee only about $26,592 at 4% or $17,728 at 6%; with 50% employer match about $17,728 at 4% or $11,819 at 6%; with 100% employer match about $13,296 at 4% or $8,864 at 6%. |
| 2011 | 1 | 5 | $273,308 | $64,651 | $12,930iApproximate average salary by contribution assumption: employee only about $323,255 at 4% or $215,503 at 6%; with 50% employer match about $215,503 at 4% or $143,669 at 6%; with 100% employer match about $161,628 at 4% or $107,752 at 6%. |
| Morris Heating & Cooling Profit Sharing Plan & Trust | - | 5 | $273,308 | $64,651 | $12,930iApproximate average salary by contribution assumption: employee only about $323,255 at 4% or $215,503 at 6%; with 50% employer match about $215,503 at 4% or $143,669 at 6%; with 100% employer match about $161,628 at 4% or $107,752 at 6%. |
| 2010 | 1 | 35 | $250,405 | $9,408 | $269iApproximate average salary by contribution assumption: employee only about $6,720 at 4% or $4,480 at 6%; with 50% employer match about $4,480 at 4% or $2,987 at 6%; with 100% employer match about $3,360 at 4% or $2,240 at 6%. |
| Morris Heating & Cooling Profit Sharing Plan & Trust | - | 35 | $250,405 | $9,408 | $269iApproximate average salary by contribution assumption: employee only about $6,720 at 4% or $4,480 at 6%; with 50% employer match about $4,480 at 4% or $2,987 at 6%; with 100% employer match about $3,360 at 4% or $2,240 at 6%. |
| 2009 | 1 | 39 | $228,059 | $31,795 | $815iApproximate average salary by contribution assumption: employee only about $20,381 at 4% or $13,588 at 6%; with 50% employer match about $13,588 at 4% or $9,058 at 6%; with 100% employer match about $10,191 at 4% or $6,794 at 6%. |
| Morris Heating & Cooling Profit Sharing Plan & Trust | - | 39 | $228,059 | $31,795 | $815iApproximate average salary by contribution assumption: employee only about $20,381 at 4% or $13,588 at 6%; with 50% employer match about $13,588 at 4% or $9,058 at 6%; with 100% employer match about $10,191 at 4% or $6,794 at 6%. |
| 2008 | 1 | 17 | $194,931 | $7,895 | $464iApproximate average salary by contribution assumption: employee only about $11,610 at 4% or $7,740 at 6%; with 50% employer match about $7,740 at 4% or $5,160 at 6%; with 100% employer match about $5,805 at 4% or $3,870 at 6%. |
| Morris Heating & Cooling Profit Sharing Plan & Trust | - | 17 | $194,931 | $7,895 | $464iApproximate average salary by contribution assumption: employee only about $11,610 at 4% or $7,740 at 6%; with 50% employer match about $7,740 at 4% or $5,160 at 6%; with 100% employer match about $5,805 at 4% or $3,870 at 6%. |
| 2007 | 1 | 21 | $0 | $0 | - |
| Morris Heating & Cooling Profit Sharing Plan & Trust | - | 21 | - | - | - |
| 2006 | 1 | 24 | $279,478 | $1,453 | $61iApproximate average salary by contribution assumption: employee only about $1,514 at 4% or $1,009 at 6%; with 50% employer match about $1,009 at 4% or $673 at 6%; with 100% employer match about $757 at 4% or $505 at 6%. |
| Morris Heating & Cooling Profit Sharing Plan & Trust | - | 24 | $279,478 | $1,453 | $61iApproximate average salary by contribution assumption: employee only about $1,514 at 4% or $1,009 at 6%; with 50% employer match about $1,009 at 4% or $673 at 6%; with 100% employer match about $757 at 4% or $505 at 6%. |
| 2005 | 1 | 33 | $277,414 | $1,758 | $53iApproximate average salary by contribution assumption: employee only about $1,332 at 4% or $888 at 6%; with 50% employer match about $888 at 4% or $592 at 6%; with 100% employer match about $666 at 4% or $444 at 6%. |
| Morris Heating & Cooling Profit Sharing Plan & Trust | - | 33 | $277,414 | $1,758 | $53iApproximate average salary by contribution assumption: employee only about $1,332 at 4% or $888 at 6%; with 50% employer match about $888 at 4% or $592 at 6%; with 100% employer match about $666 at 4% or $444 at 6%. |
| 2004 | 1 | 33 | $287,900 | $52,302 | $1,585iApproximate average salary by contribution assumption: employee only about $39,623 at 4% or $26,415 at 6%; with 50% employer match about $26,415 at 4% or $17,610 at 6%; with 100% employer match about $19,811 at 4% or $13,208 at 6%. |
| Morris Heating & Cooling Profit Sharing Plan & Trust | - | 33 | $287,900 | $52,302 | $1,585iApproximate average salary by contribution assumption: employee only about $39,623 at 4% or $26,415 at 6%; with 50% employer match about $26,415 at 4% or $17,610 at 6%; with 100% employer match about $19,811 at 4% or $13,208 at 6%. |
| 2003 | 1 | 33 | $241,052 | $50,632 | $1,534iApproximate average salary by contribution assumption: employee only about $38,358 at 4% or $25,572 at 6%; with 50% employer match about $25,572 at 4% or $17,048 at 6%; with 100% employer match about $19,179 at 4% or $12,786 at 6%. |
| Morris Heating & Cooling Profit Sharing Plan & Trust | - | 33 | $241,052 | $50,632 | $1,534iApproximate average salary by contribution assumption: employee only about $38,358 at 4% or $25,572 at 6%; with 50% employer match about $25,572 at 4% or $17,048 at 6%; with 100% employer match about $19,179 at 4% or $12,786 at 6%. |
| 2002 | 1 | 33 | $0 | $0 | - |
| Morris Heating & Cooling Profit Sharing Plan & Trust | - | 33 | - | - | - |
| 2001 | 1 | 25 | $0 | $0 | - |
| Morris Heating & Cooling Profit Sharing Plan & Trust | - | 25 | - | - | - |
| 2000 | 1 | 16 | $0 | $0 | - |
| Morris Heating & Cooling Profit Sharing Plan & Trust | - | 16 | - | - | - |
| 1999 | 1 | 15 | $102,213 | $40,000 | $2,667iApproximate average salary by contribution assumption: employee only about $66,667 at 4% or $44,444 at 6%; with 50% employer match about $44,444 at 4% or $29,630 at 6%; with 100% employer match about $33,333 at 4% or $22,222 at 6%. |
| Morris Heating & Cooling Profit Sharing Plan & Trust | - | 15 | $102,213 | $40,000 | $2,667iApproximate average salary by contribution assumption: employee only about $66,667 at 4% or $44,444 at 6%; with 50% employer match about $44,444 at 4% or $29,630 at 6%; with 100% employer match about $33,333 at 4% or $22,222 at 6%. |