M.D. Smith Heating & Air Conditioning Inc.
Plan context: M.D. Smith Heating & Air Conditioning Inc. 401(K) Profit Sharing Plan and Trust
EIN 84-2503372 • Modesto, CA • 6 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$219,811
2025 Contributions
$41,694
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 3 | $219,811 | $41,694 | $13,898iApproximate average salary by contribution assumption: employee only about $347,450 at 4% or $231,633 at 6%; with 50% employer match about $231,633 at 4% or $154,422 at 6%; with 100% employer match about $173,725 at 4% or $115,817 at 6%. |
| M.D. Smith Heating & Air Conditioning Inc. 401(K) Profit Sharing Plan and Trust | - | 3 | $219,811 | $41,694 | $13,898iApproximate average salary by contribution assumption: employee only about $347,450 at 4% or $231,633 at 6%; with 50% employer match about $231,633 at 4% or $154,422 at 6%; with 100% employer match about $173,725 at 4% or $115,817 at 6%. |
| 2024 | 1 | 6 | $164,136 | $39,854 | $6,642iApproximate average salary by contribution assumption: employee only about $166,058 at 4% or $110,706 at 6%; with 50% employer match about $110,706 at 4% or $73,804 at 6%; with 100% employer match about $83,029 at 4% or $55,353 at 6%. |
| M.D. Smith Heating & Air Conditioning Inc. 401(K) Profit Sharing Plan and Trust | - | 6 | $164,136 | $39,854 | $6,642iApproximate average salary by contribution assumption: employee only about $166,058 at 4% or $110,706 at 6%; with 50% employer match about $110,706 at 4% or $73,804 at 6%; with 100% employer match about $83,029 at 4% or $55,353 at 6%. |
| 2023 | 1 | 8 | $118,765 | $42,807 | $5,351iApproximate average salary by contribution assumption: employee only about $133,772 at 4% or $89,181 at 6%; with 50% employer match about $89,181 at 4% or $59,454 at 6%; with 100% employer match about $66,886 at 4% or $44,591 at 6%. |
| M.D. Smith Heating & Air Conditioning Inc. 401(K) Profit Sharing Plan and Trust | - | 8 | $118,765 | $42,807 | $5,351iApproximate average salary by contribution assumption: employee only about $133,772 at 4% or $89,181 at 6%; with 50% employer match about $89,181 at 4% or $59,454 at 6%; with 100% employer match about $66,886 at 4% or $44,591 at 6%. |
| 2022 | 1 | 6 | $61,677 | $34,104 | $5,684iApproximate average salary by contribution assumption: employee only about $142,100 at 4% or $94,733 at 6%; with 50% employer match about $94,733 at 4% or $63,156 at 6%; with 100% employer match about $71,050 at 4% or $47,367 at 6%. |
| M.D. Smith Heating & Air Conditioning Inc. 401(K) Profit Sharing Plan and Trust | - | 6 | $61,677 | $34,104 | $5,684iApproximate average salary by contribution assumption: employee only about $142,100 at 4% or $94,733 at 6%; with 50% employer match about $94,733 at 4% or $63,156 at 6%; with 100% employer match about $71,050 at 4% or $47,367 at 6%. |
| 2021 | 1 | 6 | $35,670 | $27,990 | $4,665iApproximate average salary by contribution assumption: employee only about $116,625 at 4% or $77,750 at 6%; with 50% employer match about $77,750 at 4% or $51,833 at 6%; with 100% employer match about $58,313 at 4% or $38,875 at 6%. |
| M.D. Smith Heating & Air Conditioning Inc. 401(K) Profit Sharing Plan and Trust | - | 6 | $35,670 | $27,990 | $4,665iApproximate average salary by contribution assumption: employee only about $116,625 at 4% or $77,750 at 6%; with 50% employer match about $77,750 at 4% or $51,833 at 6%; with 100% employer match about $58,313 at 4% or $38,875 at 6%. |
| 2020 | 1 | 5 | $5,721 | $5,452 | $1,090iApproximate average salary by contribution assumption: employee only about $27,260 at 4% or $18,173 at 6%; with 50% employer match about $18,173 at 4% or $12,116 at 6%; with 100% employer match about $13,630 at 4% or $9,087 at 6%. |
| M.D. Smith Heating & Air Conditioning Inc. 401(K) Profit Sharing Plan and Trust | - | 5 | $5,721 | $5,452 | $1,090iApproximate average salary by contribution assumption: employee only about $27,260 at 4% or $18,173 at 6%; with 50% employer match about $18,173 at 4% or $12,116 at 6%; with 100% employer match about $13,630 at 4% or $9,087 at 6%. |