First Call Heating & Cooling
Plan context: First Call Heating & Cooling 401K Plan
EIN 93-1147136 • Oregon City, OR • 25 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
13
2024 Assets
$611,635
2024 Contributions
$39,034
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 | 13 | $611,635 | $39,034 | $3,003iApproximate average salary by contribution assumption: employee only about $75,065 at 4% or $50,044 at 6%; with 50% employer match about $50,044 at 4% or $33,362 at 6%; with 100% employer match about $37,533 at 4% or $25,022 at 6%. |
| First Call Heating & Cooling 401K Plan | - | 13 | $611,635 | $39,034 | $3,003iApproximate average salary by contribution assumption: employee only about $75,065 at 4% or $50,044 at 6%; with 50% employer match about $50,044 at 4% or $33,362 at 6%; with 100% employer match about $37,533 at 4% or $25,022 at 6%. |
| 2023 | 1 | 8 | $568,329 | $99,239 | $12,405iApproximate average salary by contribution assumption: employee only about $310,122 at 4% or $206,748 at 6%; with 50% employer match about $206,748 at 4% or $137,832 at 6%; with 100% employer match about $155,061 at 4% or $103,374 at 6%. |
| First Call Heating & Cooling 401K Plan | - | 8 | $568,329 | $99,239 | $12,405iApproximate average salary by contribution assumption: employee only about $310,122 at 4% or $206,748 at 6%; with 50% employer match about $206,748 at 4% or $137,832 at 6%; with 100% employer match about $155,061 at 4% or $103,374 at 6%. |
| 2022 | 1 | 7 | $406,300 | $3,335 | $476iApproximate average salary by contribution assumption: employee only about $11,911 at 4% or $7,940 at 6%; with 50% employer match about $7,940 at 4% or $5,294 at 6%; with 100% employer match about $5,955 at 4% or $3,970 at 6%. |
| First Call Heating & Cooling 401K Plan | - | 7 | $406,300 | $3,335 | $476iApproximate average salary by contribution assumption: employee only about $11,911 at 4% or $7,940 at 6%; with 50% employer match about $7,940 at 4% or $5,294 at 6%; with 100% employer match about $5,955 at 4% or $3,970 at 6%. |
| 2021 | 1 | 7 | $893,256 | $6,423 | $918iApproximate average salary by contribution assumption: employee only about $22,939 at 4% or $15,293 at 6%; with 50% employer match about $15,293 at 4% or $10,195 at 6%; with 100% employer match about $11,470 at 4% or $7,646 at 6%. |
| First Call Heating & Cooling 401K Plan | - | 7 | $893,256 | $6,423 | $918iApproximate average salary by contribution assumption: employee only about $22,939 at 4% or $15,293 at 6%; with 50% employer match about $15,293 at 4% or $10,195 at 6%; with 100% employer match about $11,470 at 4% or $7,646 at 6%. |
| 2020 | 1 | 8 | $838,154 | $5,330 | $666iApproximate average salary by contribution assumption: employee only about $16,656 at 4% or $11,104 at 6%; with 50% employer match about $11,104 at 4% or $7,403 at 6%; with 100% employer match about $8,328 at 4% or $5,552 at 6%. |
| First Call Heating & Cooling 401K Plan | - | 8 | $838,154 | $5,330 | $666iApproximate average salary by contribution assumption: employee only about $16,656 at 4% or $11,104 at 6%; with 50% employer match about $11,104 at 4% or $7,403 at 6%; with 100% employer match about $8,328 at 4% or $5,552 at 6%. |
| 2019 | 1 | 10 | $748,299 | $6,746 | $675iApproximate average salary by contribution assumption: employee only about $16,865 at 4% or $11,243 at 6%; with 50% employer match about $11,243 at 4% or $7,496 at 6%; with 100% employer match about $8,433 at 4% or $5,622 at 6%. |
| First Call Heating & Cooling 401K Plan | - | 10 | $748,299 | $6,746 | $675iApproximate average salary by contribution assumption: employee only about $16,865 at 4% or $11,243 at 6%; with 50% employer match about $11,243 at 4% or $7,496 at 6%; with 100% employer match about $8,433 at 4% or $5,622 at 6%. |
| 2018 | 1 | 12 | $835,827 | $5,376 | $448iApproximate average salary by contribution assumption: employee only about $11,200 at 4% or $7,467 at 6%; with 50% employer match about $7,467 at 4% or $4,978 at 6%; with 100% employer match about $5,600 at 4% or $3,733 at 6%. |
| First Call Heating & Cooling 401K Plan | - | 12 | $835,827 | $5,376 | $448iApproximate average salary by contribution assumption: employee only about $11,200 at 4% or $7,467 at 6%; with 50% employer match about $7,467 at 4% or $4,978 at 6%; with 100% employer match about $5,600 at 4% or $3,733 at 6%. |
| 2017 | 1 | 12 | $1,088,652 | $20,688 | $1,724iApproximate average salary by contribution assumption: employee only about $43,100 at 4% or $28,733 at 6%; with 50% employer match about $28,733 at 4% or $19,156 at 6%; with 100% employer match about $21,550 at 4% or $14,367 at 6%. |
| First Call Heating & Cooling 401K Plan | - | 12 | $1,088,652 | $20,688 | $1,724iApproximate average salary by contribution assumption: employee only about $43,100 at 4% or $28,733 at 6%; with 50% employer match about $28,733 at 4% or $19,156 at 6%; with 100% employer match about $21,550 at 4% or $14,367 at 6%. |
| 2016 | 1 | 15 | $1,595,224 | $28,661 | $1,911iApproximate average salary by contribution assumption: employee only about $47,768 at 4% or $31,846 at 6%; with 50% employer match about $31,846 at 4% or $21,230 at 6%; with 100% employer match about $23,884 at 4% or $15,923 at 6%. |
| First Call Heating & Cooling 401K Plan | - | 15 | $1,595,224 | $28,661 | $1,911iApproximate average salary by contribution assumption: employee only about $47,768 at 4% or $31,846 at 6%; with 50% employer match about $31,846 at 4% or $21,230 at 6%; with 100% employer match about $23,884 at 4% or $15,923 at 6%. |
| 2015 | 1 | 19 | $1,529,141 | $62,081 | $3,267iApproximate average salary by contribution assumption: employee only about $81,686 at 4% or $54,457 at 6%; with 50% employer match about $54,457 at 4% or $36,305 at 6%; with 100% employer match about $40,843 at 4% or $27,229 at 6%. |
| First Call Heating & Cooling 401K Plan | - | 19 | $1,529,141 | $62,081 | $3,267iApproximate average salary by contribution assumption: employee only about $81,686 at 4% or $54,457 at 6%; with 50% employer match about $54,457 at 4% or $36,305 at 6%; with 100% employer match about $40,843 at 4% or $27,229 at 6%. |
| 2014 | 1 | 30 | $2,620,213 | $77,096 | $2,570iApproximate average salary by contribution assumption: employee only about $64,247 at 4% or $42,831 at 6%; with 50% employer match about $42,831 at 4% or $28,554 at 6%; with 100% employer match about $32,123 at 4% or $21,416 at 6%. |
| First Call Heating & Cooling 401K Plan | - | 30 | $2,620,213 | $77,096 | $2,570iApproximate average salary by contribution assumption: employee only about $64,247 at 4% or $42,831 at 6%; with 50% employer match about $42,831 at 4% or $28,554 at 6%; with 100% employer match about $32,123 at 4% or $21,416 at 6%. |
| 2013 | 1 | 35 | $2,646,098 | $139,301 | $3,980iApproximate average salary by contribution assumption: employee only about $99,501 at 4% or $66,334 at 6%; with 50% employer match about $66,334 at 4% or $44,223 at 6%; with 100% employer match about $49,750 at 4% or $33,167 at 6%. |
| First Call Heating & Cooling 401K Plan | - | 35 | $2,646,098 | $139,301 | $3,980iApproximate average salary by contribution assumption: employee only about $99,501 at 4% or $66,334 at 6%; with 50% employer match about $66,334 at 4% or $44,223 at 6%; with 100% employer match about $49,750 at 4% or $33,167 at 6%. |
| 2012 | 1 | 52 | $3,378,867 | $43,721 | $841iApproximate average salary by contribution assumption: employee only about $21,020 at 4% or $14,013 at 6%; with 50% employer match about $14,013 at 4% or $9,342 at 6%; with 100% employer match about $10,510 at 4% or $7,007 at 6%. |
| First Call Heating & Cooling 401K Plan | - | 52 | $3,378,867 | $43,721 | $841iApproximate average salary by contribution assumption: employee only about $21,020 at 4% or $14,013 at 6%; with 50% employer match about $14,013 at 4% or $9,342 at 6%; with 100% employer match about $10,510 at 4% or $7,007 at 6%. |
| 2011 | 1 | 60 | $3,336,839 | $256,823 | $4,280iApproximate average salary by contribution assumption: employee only about $107,010 at 4% or $71,340 at 6%; with 50% employer match about $71,340 at 4% or $47,560 at 6%; with 100% employer match about $53,505 at 4% or $35,670 at 6%. |
| First Call Heating & Cooling 401K Plan | - | 60 | $3,336,839 | $256,823 | $4,280iApproximate average salary by contribution assumption: employee only about $107,010 at 4% or $71,340 at 6%; with 50% employer match about $71,340 at 4% or $47,560 at 6%; with 100% employer match about $53,505 at 4% or $35,670 at 6%. |
| 2010 | 1 | 63 | $2,958,968 | $265,460 | $4,214iApproximate average salary by contribution assumption: employee only about $105,341 at 4% or $70,228 at 6%; with 50% employer match about $70,228 at 4% or $46,818 at 6%; with 100% employer match about $52,671 at 4% or $35,114 at 6%. |
| First Call Heating & Cooling 401K Plan | - | 63 | $2,958,968 | $265,460 | $4,214iApproximate average salary by contribution assumption: employee only about $105,341 at 4% or $70,228 at 6%; with 50% employer match about $70,228 at 4% or $46,818 at 6%; with 100% employer match about $52,671 at 4% or $35,114 at 6%. |
| 2009 | 1 | 64 | $2,908,858 | $269,193 | $4,206iApproximate average salary by contribution assumption: employee only about $105,154 at 4% or $70,102 at 6%; with 50% employer match about $70,102 at 4% or $46,735 at 6%; with 100% employer match about $52,577 at 4% or $35,051 at 6%. |
| First Call Heating & Cooling 401K Plan | - | 64 | $2,908,858 | $269,193 | $4,206iApproximate average salary by contribution assumption: employee only about $105,154 at 4% or $70,102 at 6%; with 50% employer match about $70,102 at 4% or $46,735 at 6%; with 100% employer match about $52,577 at 4% or $35,051 at 6%. |
| 2008 | 1 | 92 | $0 | $0 | - |
| First Call Heating & Cooling 401K Plan | - | 92 | - | - | - |
| 2007 | 1 | 90 | $0 | $0 | - |
| First Call Heating & Cooling 401K Plan | - | 90 | - | - | - |
| 2006 | 1 | 102 | $3,213,833 | $364,079 | $3,569iApproximate average salary by contribution assumption: employee only about $89,235 at 4% or $59,490 at 6%; with 50% employer match about $59,490 at 4% or $39,660 at 6%; with 100% employer match about $44,618 at 4% or $29,745 at 6%. |
| First Call Heating & Cooling 401K Plan | - | 102 | $3,213,833 | $364,079 | $3,569iApproximate average salary by contribution assumption: employee only about $89,235 at 4% or $59,490 at 6%; with 50% employer match about $59,490 at 4% or $39,660 at 6%; with 100% employer match about $44,618 at 4% or $29,745 at 6%. |
| 2005 | 1 | 86 | $2,466,905 | $286,529 | $3,332iApproximate average salary by contribution assumption: employee only about $83,293 at 4% or $55,529 at 6%; with 50% employer match about $55,529 at 4% or $37,019 at 6%; with 100% employer match about $41,647 at 4% or $27,764 at 6%. |
| First Call Heating & Cooling 401K Plan | - | 86 | $2,466,905 | $286,529 | $3,332iApproximate average salary by contribution assumption: employee only about $83,293 at 4% or $55,529 at 6%; with 50% employer match about $55,529 at 4% or $37,019 at 6%; with 100% employer match about $41,647 at 4% or $27,764 at 6%. |
| 2004 | 1 | 81 | $2,116,155 | $269,605 | $3,328iApproximate average salary by contribution assumption: employee only about $83,211 at 4% or $55,474 at 6%; with 50% employer match about $55,474 at 4% or $36,983 at 6%; with 100% employer match about $41,606 at 4% or $27,737 at 6%. |
| First Call Heating & Cooling 401K Plan | - | 81 | $2,116,155 | $269,605 | $3,328iApproximate average salary by contribution assumption: employee only about $83,211 at 4% or $55,474 at 6%; with 50% employer match about $55,474 at 4% or $36,983 at 6%; with 100% employer match about $41,606 at 4% or $27,737 at 6%. |
| 2003 | 1 | 82 | $0 | $0 | - |
| First Call Heating & Cooling 401K Plan | - | 82 | - | - | - |
| 2002 | 1 | 82 | $0 | $0 | - |
| First Call Heating & Cooling 401K Plan | - | 82 | - | - | - |
| 2001 | 1 | 87 | $0 | $0 | - |
| First Call Heating & Cooling 401K Plan | - | 87 | - | - | - |
| 2000 | 1 | 65 | $1,138,535 | $266,413 | $4,099iApproximate average salary by contribution assumption: employee only about $102,467 at 4% or $68,311 at 6%; with 50% employer match about $68,311 at 4% or $45,541 at 6%; with 100% employer match about $51,233 at 4% or $34,156 at 6%. |
| First Call Heating & Cooling 401K Plan | - | 65 | $1,138,535 | $266,413 | $4,099iApproximate average salary by contribution assumption: employee only about $102,467 at 4% or $68,311 at 6%; with 50% employer match about $68,311 at 4% or $45,541 at 6%; with 100% employer match about $51,233 at 4% or $34,156 at 6%. |