Civic Intelligence

Smith Heating & Air Conditioning Inc.

Plan context: Smith Heating & Air Conditioning Inc. Pension Plan

EIN 94-2277368 • Stockton, CA • 25 filings • 3 plans

1150 North Filbert StreetStockton, CA 95205
Current Snapshot

Latest Year

2023

2023 Participants

4

2023 Assets

$348,620

2023 Contributions

$13,680

Historical Graphs

Total Assets Over Time

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

$1,488,692$744,346$0199920112022YearValue
$348,620Latest year 2022

Participants Over Time

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

950199920112022YearValue
4Latest year 2022

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
202310$0$0-
Smith Heating & Air Conditioning Inc. Pension Plan-0$0$0-
202214$348,620$13,680$3,420iApproximate average salary by contribution assumption: employee only about $85,500 at 4% or $57,000 at 6%; with 50% employer match about $57,000 at 4% or $38,000 at 6%; with 100% employer match about $42,750 at 4% or $28,500 at 6%.
Smith Heating & Air Conditioning Inc. Pension Plan-4$348,620$13,680$3,420iApproximate average salary by contribution assumption: employee only about $85,500 at 4% or $57,000 at 6%; with 50% employer match about $57,000 at 4% or $38,000 at 6%; with 100% employer match about $42,750 at 4% or $28,500 at 6%.
202114$375,340$13,614$3,404iApproximate average salary by contribution assumption: employee only about $85,088 at 4% or $56,725 at 6%; with 50% employer match about $56,725 at 4% or $37,817 at 6%; with 100% employer match about $42,544 at 4% or $28,363 at 6%.
Smith Heating & Air Conditioning Inc. Pension Plan-4$375,340$13,614$3,404iApproximate average salary by contribution assumption: employee only about $85,088 at 4% or $56,725 at 6%; with 50% employer match about $56,725 at 4% or $37,817 at 6%; with 100% employer match about $42,544 at 4% or $28,363 at 6%.
202014$344,620$26,683$6,671iApproximate average salary by contribution assumption: employee only about $166,769 at 4% or $111,179 at 6%; with 50% employer match about $111,179 at 4% or $74,119 at 6%; with 100% employer match about $83,384 at 4% or $55,590 at 6%.
Smith Heating & Air Conditioning Inc. Pension Plan-4$344,620$26,683$6,671iApproximate average salary by contribution assumption: employee only about $166,769 at 4% or $111,179 at 6%; with 50% employer match about $111,179 at 4% or $74,119 at 6%; with 100% employer match about $83,384 at 4% or $55,590 at 6%.
201913$300,784$19,349$6,450iApproximate average salary by contribution assumption: employee only about $161,242 at 4% or $107,494 at 6%; with 50% employer match about $107,494 at 4% or $71,663 at 6%; with 100% employer match about $80,621 at 4% or $53,747 at 6%.
Smith Heating & Air Conditioning Inc. Pension Plan-3$300,784$19,349$6,450iApproximate average salary by contribution assumption: employee only about $161,242 at 4% or $107,494 at 6%; with 50% employer match about $107,494 at 4% or $71,663 at 6%; with 100% employer match about $80,621 at 4% or $53,747 at 6%.
201812$262,954$0-
Smith Heating & Air Conditioning Inc. Pension Plan-2$262,954$0-
201712$270,408$0-
Smith Heating & Air Conditioning Inc. Pension Plan-2$270,408--
201612$258,137$0-
Smith Heating & Air Conditioning Inc. Pension Plan-2$258,137--
201513$274,298$0-
Smith Heating & Air Conditioning Inc. Pension Plan-3$274,298--
201413$279,216$0-
Smith Heating & Air Conditioning Inc. Pension Plan-3$279,216--
201314$378,219$0-
Smith Heating & Air Conditioning Inc. Pension Plan-4$378,219--
201215$692,010$0-
Smith Heating & Air Conditioning Inc. Pension Plan-5$692,010--
201115$657,207$0-
Smith Heating & Air Conditioning Inc. Pension Plan-5$657,207--
201017$825,413$0-
Smith Heating & Air Conditioning Inc. Pension Plan-7$825,413--
200917$740,913$41,258$5,894iApproximate average salary by contribution assumption: employee only about $147,350 at 4% or $98,233 at 6%; with 50% employer match about $98,233 at 4% or $65,489 at 6%; with 100% employer match about $73,675 at 4% or $49,117 at 6%.
Smith Heating & Air Conditioning Inc. Pension Plan-7$740,913$41,258$5,894iApproximate average salary by contribution assumption: employee only about $147,350 at 4% or $98,233 at 6%; with 50% employer match about $98,233 at 4% or $65,489 at 6%; with 100% employer match about $73,675 at 4% or $49,117 at 6%.
200817$618,840$43,605$6,229iApproximate average salary by contribution assumption: employee only about $155,732 at 4% or $103,821 at 6%; with 50% employer match about $103,821 at 4% or $69,214 at 6%; with 100% employer match about $77,866 at 4% or $51,911 at 6%.
Smith Heating & Air Conditioning Inc. Pension Plan-7$618,840$43,605$6,229iApproximate average salary by contribution assumption: employee only about $155,732 at 4% or $103,821 at 6%; with 50% employer match about $103,821 at 4% or $69,214 at 6%; with 100% employer match about $77,866 at 4% or $51,911 at 6%.
200718$1,258,626$48,790$6,099iApproximate average salary by contribution assumption: employee only about $152,469 at 4% or $101,646 at 6%; with 50% employer match about $101,646 at 4% or $67,764 at 6%; with 100% employer match about $76,234 at 4% or $50,823 at 6%.
Smith Heating & Air Conditioning Inc. Pension Plan-8$1,258,626$48,790$6,099iApproximate average salary by contribution assumption: employee only about $152,469 at 4% or $101,646 at 6%; with 50% employer match about $101,646 at 4% or $67,764 at 6%; with 100% employer match about $76,234 at 4% or $50,823 at 6%.
200618$1,190,759$73,450$9,181iApproximate average salary by contribution assumption: employee only about $229,531 at 4% or $153,021 at 6%; with 50% employer match about $153,021 at 4% or $102,014 at 6%; with 100% employer match about $114,766 at 4% or $76,510 at 6%.
Smith Heating & Air Conditioning Inc. Pension Plan-8$1,190,759$73,450$9,181iApproximate average salary by contribution assumption: employee only about $229,531 at 4% or $153,021 at 6%; with 50% employer match about $153,021 at 4% or $102,014 at 6%; with 100% employer match about $114,766 at 4% or $76,510 at 6%.
200518$1,015,487$67,980$8,498iApproximate average salary by contribution assumption: employee only about $212,438 at 4% or $141,625 at 6%; with 50% employer match about $141,625 at 4% or $94,417 at 6%; with 100% employer match about $106,219 at 4% or $70,813 at 6%.
Smith Heating & Air Conditioning Inc. Pension Plan-8$1,015,487$67,980$8,498iApproximate average salary by contribution assumption: employee only about $212,438 at 4% or $141,625 at 6%; with 50% employer match about $141,625 at 4% or $94,417 at 6%; with 100% employer match about $106,219 at 4% or $70,813 at 6%.
200417$963,964$42,029$6,004iApproximate average salary by contribution assumption: employee only about $150,104 at 4% or $100,069 at 6%; with 50% employer match about $100,069 at 4% or $66,713 at 6%; with 100% employer match about $75,052 at 4% or $50,035 at 6%.
Smith Heating & Air Conditioning Inc. Pension Plan-7$963,964$42,029$6,004iApproximate average salary by contribution assumption: employee only about $150,104 at 4% or $100,069 at 6%; with 50% employer match about $100,069 at 4% or $66,713 at 6%; with 100% employer match about $75,052 at 4% or $50,035 at 6%.
200317$825,389$41,959$5,994iApproximate average salary by contribution assumption: employee only about $149,854 at 4% or $99,902 at 6%; with 50% employer match about $99,902 at 4% or $66,602 at 6%; with 100% employer match about $74,927 at 4% or $49,951 at 6%.
Smith Heating & Air Conditioning Inc. Pension Plan-7$825,389$41,959$5,994iApproximate average salary by contribution assumption: employee only about $149,854 at 4% or $99,902 at 6%; with 50% employer match about $99,902 at 4% or $66,602 at 6%; with 100% employer match about $74,927 at 4% or $49,951 at 6%.
200218$682,089$41,289$5,161iApproximate average salary by contribution assumption: employee only about $129,028 at 4% or $86,019 at 6%; with 50% employer match about $86,019 at 4% or $57,346 at 6%; with 100% employer match about $64,514 at 4% or $43,009 at 6%.
Smith Heating & Air Conditioning Inc. Pension Plan-8$682,089$41,289$5,161iApproximate average salary by contribution assumption: employee only about $129,028 at 4% or $86,019 at 6%; with 50% employer match about $86,019 at 4% or $57,346 at 6%; with 100% employer match about $64,514 at 4% or $43,009 at 6%.
200119$744,841$45,399$5,044iApproximate average salary by contribution assumption: employee only about $126,108 at 4% or $84,072 at 6%; with 50% employer match about $84,072 at 4% or $56,048 at 6%; with 100% employer match about $63,054 at 4% or $42,036 at 6%.
Smith Heating & Air Conditioning Inc. Pension Plan-9$744,841$45,399$5,044iApproximate average salary by contribution assumption: employee only about $126,108 at 4% or $84,072 at 6%; with 50% employer match about $84,072 at 4% or $56,048 at 6%; with 100% employer match about $63,054 at 4% or $42,036 at 6%.
200018$817,580$39,861$4,983iApproximate average salary by contribution assumption: employee only about $124,566 at 4% or $83,044 at 6%; with 50% employer match about $83,044 at 4% or $55,363 at 6%; with 100% employer match about $62,283 at 4% or $41,522 at 6%.
Smith Heating & Air Conditioning Inc. Pension Plan-8$817,580$39,861$4,983iApproximate average salary by contribution assumption: employee only about $124,566 at 4% or $83,044 at 6%; with 50% employer match about $83,044 at 4% or $55,363 at 6%; with 100% employer match about $62,283 at 4% or $41,522 at 6%.
199919$1,488,692$44,663$4,963iApproximate average salary by contribution assumption: employee only about $124,064 at 4% or $82,709 at 6%; with 50% employer match about $82,709 at 4% or $55,140 at 6%; with 100% employer match about $62,032 at 4% or $41,355 at 6%.
Smith Heating & Air Conditioning Inc. Pension Plan-9$1,488,692$44,663$4,963iApproximate average salary by contribution assumption: employee only about $124,064 at 4% or $82,709 at 6%; with 50% employer match about $82,709 at 4% or $55,140 at 6%; with 100% employer match about $62,032 at 4% or $41,355 at 6%.