Apex Refrigeration & Boiler Co.
Plan context: Apex 401(K) Profit Sharing Plan
EIN 86-0874168 • Phoenix, AZ • 35 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
65
2024 Assets
$7,220,229
2024 Contributions
$702,429
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 | 65 | $7,220,229 | $702,429 | $10,807iApproximate average salary by contribution assumption: employee only about $270,165 at 4% or $180,110 at 6%; with 50% employer match about $180,110 at 4% or $120,073 at 6%; with 100% employer match about $135,083 at 4% or $90,055 at 6%. |
| Apex 401(K) Profit Sharing Plan | - | 65 | $7,220,229 | $702,429 | $10,807iApproximate average salary by contribution assumption: employee only about $270,165 at 4% or $180,110 at 6%; with 50% employer match about $180,110 at 4% or $120,073 at 6%; with 100% employer match about $135,083 at 4% or $90,055 at 6%. |
| 2023 | 1 | 57 | $7,342,698 | $785,142 | $13,774iApproximate average salary by contribution assumption: employee only about $344,361 at 4% or $229,574 at 6%; with 50% employer match about $229,574 at 4% or $153,049 at 6%; with 100% employer match about $172,180 at 4% or $114,787 at 6%. |
| Apex 401(K) Profit Sharing Plan | - | 57 | $7,342,698 | $785,142 | $13,774iApproximate average salary by contribution assumption: employee only about $344,361 at 4% or $229,574 at 6%; with 50% employer match about $229,574 at 4% or $153,049 at 6%; with 100% employer match about $172,180 at 4% or $114,787 at 6%. |
| 2022 | 1 | 55 | $6,371,090 | $1,039,063 | $18,892iApproximate average salary by contribution assumption: employee only about $472,301 at 4% or $314,868 at 6%; with 50% employer match about $314,868 at 4% or $209,912 at 6%; with 100% employer match about $236,151 at 4% or $157,434 at 6%. |
| Apex 401(K) Profit Sharing Plan | - | 55 | $6,371,090 | $1,039,063 | $18,892iApproximate average salary by contribution assumption: employee only about $472,301 at 4% or $314,868 at 6%; with 50% employer match about $314,868 at 4% or $209,912 at 6%; with 100% employer match about $236,151 at 4% or $157,434 at 6%. |
| 2021 | 2 | 51 | $6,789,474 | $553,232 | $10,848iApproximate average salary by contribution assumption: employee only about $271,192 at 4% or $180,795 at 6%; with 50% employer match about $180,795 at 4% or $120,530 at 6%; with 100% employer match about $135,596 at 4% or $90,397 at 6%. |
| Apex 401(K) Profit Sharing Plan | - | 51 | $6,789,474 | $553,232 | $10,848iApproximate average salary by contribution assumption: employee only about $271,192 at 4% or $180,795 at 6%; with 50% employer match about $180,795 at 4% or $120,530 at 6%; with 100% employer match about $135,596 at 4% or $90,397 at 6%. |
| APEX DEFINED BENEFIT PLAN | - | 0 | $0 | $0 | - |
| 2020 | 2 | 56 | $11,759,189 | $472,060 | $8,430iApproximate average salary by contribution assumption: employee only about $210,741 at 4% or $140,494 at 6%; with 50% employer match about $140,494 at 4% or $93,663 at 6%; with 100% employer match about $105,371 at 4% or $70,247 at 6%. |
| APEX DEFINED BENEFIT PLAN | - | 15 | $5,942,983 | $0 | - |
| Apex 401(K) Profit Sharing Plan | - | 56 | $5,816,206 | $472,060 | $8,430iApproximate average salary by contribution assumption: employee only about $210,741 at 4% or $140,494 at 6%; with 50% employer match about $140,494 at 4% or $93,663 at 6%; with 100% employer match about $105,371 at 4% or $70,247 at 6%. |
| 2019 | 2 | 53 | $10,671,542 | $620,640 | $11,710iApproximate average salary by contribution assumption: employee only about $292,755 at 4% or $195,170 at 6%; with 50% employer match about $195,170 at 4% or $130,113 at 6%; with 100% employer match about $146,377 at 4% or $97,585 at 6%. |
| APEX DEFINED BENEFIT PLAN | - | 16 | $5,799,515 | $0 | - |
| Apex 401(K) Profit Sharing Plan | - | 53 | $4,872,027 | $620,640 | $11,710iApproximate average salary by contribution assumption: employee only about $292,755 at 4% or $195,170 at 6%; with 50% employer match about $195,170 at 4% or $130,113 at 6%; with 100% employer match about $146,377 at 4% or $97,585 at 6%. |
| 2018 | 2 | 76 | $10,203,225 | $1,104,286 | $14,530iApproximate average salary by contribution assumption: employee only about $363,252 at 4% or $242,168 at 6%; with 50% employer match about $242,168 at 4% or $161,445 at 6%; with 100% employer match about $181,626 at 4% or $121,084 at 6%. |
| APEX DEFINED BENEFIT PLAN | - | 16 | $5,164,248 | $370,000 | $23,125iApproximate average salary by contribution assumption: employee only about $578,125 at 4% or $385,417 at 6%; with 50% employer match about $385,417 at 4% or $256,944 at 6%; with 100% employer match about $289,063 at 4% or $192,708 at 6%. |
| Apex 401(K) Profit Sharing Plan | - | 76 | $5,038,977 | $734,286 | $9,662iApproximate average salary by contribution assumption: employee only about $241,541 at 4% or $161,028 at 6%; with 50% employer match about $161,028 at 4% or $107,352 at 6%; with 100% employer match about $120,771 at 4% or $80,514 at 6%. |
| 2017 | 2 | 81 | $9,897,064 | $1,486,894 | $18,357iApproximate average salary by contribution assumption: employee only about $458,918 at 4% or $305,945 at 6%; with 50% employer match about $305,945 at 4% or $203,964 at 6%; with 100% employer match about $229,459 at 4% or $152,973 at 6%. |
| APEX DEFINED BENEFIT PLAN | - | 18 | $4,989,068 | $576,640 | $32,036iApproximate average salary by contribution assumption: employee only about $800,889 at 4% or $533,926 at 6%; with 50% employer match about $533,926 at 4% or $355,951 at 6%; with 100% employer match about $400,444 at 4% or $266,963 at 6%. |
| Apex 401(K) Profit Sharing Plan | - | 81 | $4,907,996 | $910,254 | $11,238iApproximate average salary by contribution assumption: employee only about $280,943 at 4% or $187,295 at 6%; with 50% employer match about $187,295 at 4% or $124,863 at 6%; with 100% employer match about $140,471 at 4% or $93,648 at 6%. |
| 2016 | 2 | 76 | $7,845,242 | $1,684,192 | $22,160iApproximate average salary by contribution assumption: employee only about $554,011 at 4% or $369,340 at 6%; with 50% employer match about $369,340 at 4% or $246,227 at 6%; with 100% employer match about $277,005 at 4% or $184,670 at 6%. |
| APEX DEFINED BENEFIT PLAN | - | 18 | $4,111,900 | $940,000 | $52,222iApproximate average salary by contribution assumption: employee only about $1,305,556 at 4% or $870,370 at 6%; with 50% employer match about $870,370 at 4% or $580,247 at 6%; with 100% employer match about $652,778 at 4% or $435,185 at 6%. |
| Apex 401(K) Profit Sharing Plan | - | 76 | $3,733,342 | $744,192 | $9,792iApproximate average salary by contribution assumption: employee only about $244,800 at 4% or $163,200 at 6%; with 50% employer match about $163,200 at 4% or $108,800 at 6%; with 100% employer match about $122,400 at 4% or $81,600 at 6%. |
| 2015 | 2 | 75 | $6,031,001 | $1,075,359 | $14,338iApproximate average salary by contribution assumption: employee only about $358,453 at 4% or $238,969 at 6%; with 50% employer match about $238,969 at 4% or $159,312 at 6%; with 100% employer match about $179,227 at 4% or $119,484 at 6%. |
| APEX DEFINED BENEFIT PLAN | - | 18 | $3,117,855 | $450,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| Apex 401(K) Profit Sharing Plan | - | 75 | $2,913,146 | $625,359 | $8,338iApproximate average salary by contribution assumption: employee only about $208,453 at 4% or $138,969 at 6%; with 50% employer match about $138,969 at 4% or $92,646 at 6%; with 100% employer match about $104,227 at 4% or $69,484 at 6%. |
| 2014 | 2 | 67 | $5,299,485 | $759,859 | $11,341iApproximate average salary by contribution assumption: employee only about $283,529 at 4% or $189,020 at 6%; with 50% employer match about $189,020 at 4% or $126,013 at 6%; with 100% employer match about $141,765 at 4% or $94,510 at 6%. |
| APEX DEFINED BENEFIT PLAN | - | 18 | $2,753,944 | $340,401 | $18,911iApproximate average salary by contribution assumption: employee only about $472,779 at 4% or $315,186 at 6%; with 50% employer match about $315,186 at 4% or $210,124 at 6%; with 100% employer match about $236,390 at 4% or $157,593 at 6%. |
| Apex 401(K) Profit Sharing Plan | - | 67 | $2,545,541 | $419,458 | $6,261iApproximate average salary by contribution assumption: employee only about $156,514 at 4% or $104,343 at 6%; with 50% employer match about $104,343 at 4% or $69,562 at 6%; with 100% employer match about $78,257 at 4% or $52,171 at 6%. |
| 2013 | 2 | 52 | $4,491,303 | $1,199,799 | $23,073iApproximate average salary by contribution assumption: employee only about $576,826 at 4% or $384,551 at 6%; with 50% employer match about $384,551 at 4% or $256,367 at 6%; with 100% employer match about $288,413 at 4% or $192,275 at 6%. |
| APEX DEFINED BENEFIT PLAN | - | 17 | $2,396,188 | $787,500 | $46,324iApproximate average salary by contribution assumption: employee only about $1,158,088 at 4% or $772,059 at 6%; with 50% employer match about $772,059 at 4% or $514,706 at 6%; with 100% employer match about $579,044 at 4% or $386,029 at 6%. |
| Apex 401(K) Profit Sharing Plan | - | 52 | $2,095,115 | $412,299 | $7,929iApproximate average salary by contribution assumption: employee only about $198,221 at 4% or $132,147 at 6%; with 50% employer match about $132,147 at 4% or $88,098 at 6%; with 100% employer match about $99,110 at 4% or $66,074 at 6%. |
| 2012 | 2 | 46 | $3,009,831 | $426,172 | $9,265iApproximate average salary by contribution assumption: employee only about $231,615 at 4% or $154,410 at 6%; with 50% employer match about $154,410 at 4% or $102,940 at 6%; with 100% employer match about $115,808 at 4% or $77,205 at 6%. |
| APEX DEFINED BENEFIT PLAN | - | 17 | $1,535,378 | $0 | - |
| Apex 401(K) Profit Sharing Plan | - | 46 | $1,474,453 | $426,172 | $9,265iApproximate average salary by contribution assumption: employee only about $231,615 at 4% or $154,410 at 6%; with 50% employer match about $154,410 at 4% or $102,940 at 6%; with 100% employer match about $115,808 at 4% or $77,205 at 6%. |
| 2011 | 2 | 45 | $2,433,393 | $611,792 | $13,595iApproximate average salary by contribution assumption: employee only about $339,884 at 4% or $226,590 at 6%; with 50% employer match about $226,590 at 4% or $151,060 at 6%; with 100% employer match about $169,942 at 4% or $113,295 at 6%. |
| APEX DEFINED BENEFIT PLAN | - | 17 | $1,443,717 | $348,998 | $20,529iApproximate average salary by contribution assumption: employee only about $513,232 at 4% or $342,155 at 6%; with 50% employer match about $342,155 at 4% or $228,103 at 6%; with 100% employer match about $256,616 at 4% or $171,077 at 6%. |
| Apex 401(K) Profit Sharing Plan | - | 45 | $989,676 | $262,794 | $5,840iApproximate average salary by contribution assumption: employee only about $145,997 at 4% or $97,331 at 6%; with 50% employer match about $97,331 at 4% or $64,887 at 6%; with 100% employer match about $72,998 at 4% or $48,666 at 6%. |
| 2010 | 2 | 32 | $1,893,648 | $599,343 | $18,729iApproximate average salary by contribution assumption: employee only about $468,237 at 4% or $312,158 at 6%; with 50% employer match about $312,158 at 4% or $208,105 at 6%; with 100% employer match about $234,118 at 4% or $156,079 at 6%. |
| APEX DEFINED BENEFIT PLAN | - | 14 | $1,118,259 | $339,216 | $24,230iApproximate average salary by contribution assumption: employee only about $605,743 at 4% or $403,829 at 6%; with 50% employer match about $403,829 at 4% or $269,219 at 6%; with 100% employer match about $302,871 at 4% or $201,914 at 6%. |
| Apex 401(K) Profit Sharing Plan | - | 32 | $775,389 | $260,127 | $8,129iApproximate average salary by contribution assumption: employee only about $203,224 at 4% or $135,483 at 6%; with 50% employer match about $135,483 at 4% or $90,322 at 6%; with 100% employer match about $101,612 at 4% or $67,741 at 6%. |
| 2009 | 2 | 31 | $1,202,551 | $120,791 | $3,896iApproximate average salary by contribution assumption: employee only about $97,412 at 4% or $64,941 at 6%; with 50% employer match about $64,941 at 4% or $43,294 at 6%; with 100% employer match about $48,706 at 4% or $32,471 at 6%. |
| APEX DEFINED BENEFIT PLAN | - | 9 | $737,528 | - | - |
| Apex 401(K) Profit Sharing Plan | - | 31 | $465,023 | $120,791 | $3,896iApproximate average salary by contribution assumption: employee only about $97,412 at 4% or $64,941 at 6%; with 50% employer match about $64,941 at 4% or $43,294 at 6%; with 100% employer match about $48,706 at 4% or $32,471 at 6%. |
| 2008 | 2 | 35 | $956,015 | $338,412 | $9,669iApproximate average salary by contribution assumption: employee only about $241,723 at 4% or $161,149 at 6%; with 50% employer match about $161,149 at 4% or $107,432 at 6%; with 100% employer match about $120,861 at 4% or $80,574 at 6%. |
| APEX DEFINED BENEFIT PLAN | - | 10 | $692,147 | $225,000 | $22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%. |
| Apex 401(K) Profit Sharing Plan | - | 35 | $263,868 | $113,412 | $3,240iApproximate average salary by contribution assumption: employee only about $81,009 at 4% or $54,006 at 6%; with 50% employer match about $54,006 at 4% or $36,004 at 6%; with 100% employer match about $40,504 at 4% or $27,003 at 6%. |
| 2007 | 2 | 51 | $0 | $0 | - |
| Apex 401(K) Profit Sharing Plan | - | 51 | - | - | - |
| APEX DEFINED BENEFIT PLAN | - | 10 | - | - | - |
| 2006 | 2 | 25 | $325,625 | $325,625 | $13,025iApproximate average salary by contribution assumption: employee only about $325,625 at 4% or $217,083 at 6%; with 50% employer match about $217,083 at 4% or $144,722 at 6%; with 100% employer match about $162,813 at 4% or $108,542 at 6%. |
| APEX DEFINED BENEFIT PLAN | - | 10 | $277,304 | $277,304 | $27,730iApproximate average salary by contribution assumption: employee only about $693,260 at 4% or $462,173 at 6%; with 50% employer match about $462,173 at 4% or $308,116 at 6%; with 100% employer match about $346,630 at 4% or $231,087 at 6%. |
| Apex 401(K) Profit Sharing Plan | - | 25 | $48,321 | $48,321 | $1,933iApproximate average salary by contribution assumption: employee only about $48,321 at 4% or $32,214 at 6%; with 50% employer match about $32,214 at 4% or $21,476 at 6%; with 100% employer match about $24,161 at 4% or $16,107 at 6%. |