Civic Intelligence

RICHARDS HEATING AND AIR DBA PE

Plan context: Peterson Sheet Metal Inc. 401 K Plan

EIN 94-3331535 • Livermore, CA • 22 filings • 5 plans

2151 South Vasco RdLivermore, CA 94550
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$1,139,663

2025 Contributions

$41,751

Historical Graphs

Total Assets Over Time

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

$1,270,346$635,173$0199920122025YearValue
$1,139,663Latest year 2025

Participants Over Time

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

19100199920122025YearValue
8Latest year 2025

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
202518$1,139,663$41,751$5,219iApproximate average salary by contribution assumption: employee only about $130,472 at 4% or $86,981 at 6%; with 50% employer match about $86,981 at 4% or $57,988 at 6%; with 100% employer match about $65,236 at 4% or $43,491 at 6%.
Peterson Sheet Metal Inc. 401 K Plan-8$1,139,663$41,751$5,219iApproximate average salary by contribution assumption: employee only about $130,472 at 4% or $86,981 at 6%; with 50% employer match about $86,981 at 4% or $57,988 at 6%; with 100% employer match about $65,236 at 4% or $43,491 at 6%.
202118$1,270,346$54,001$6,750iApproximate average salary by contribution assumption: employee only about $168,753 at 4% or $112,502 at 6%; with 50% employer match about $112,502 at 4% or $75,001 at 6%; with 100% employer match about $84,377 at 4% or $56,251 at 6%.
Peterson Sheet Metal Inc. 401 K Plan-8$1,270,346$54,001$6,750iApproximate average salary by contribution assumption: employee only about $168,753 at 4% or $112,502 at 6%; with 50% employer match about $112,502 at 4% or $75,001 at 6%; with 100% employer match about $84,377 at 4% or $56,251 at 6%.
2020111$1,117,311$50,438$4,585iApproximate average salary by contribution assumption: employee only about $114,632 at 4% or $76,421 at 6%; with 50% employer match about $76,421 at 4% or $50,947 at 6%; with 100% employer match about $57,316 at 4% or $38,211 at 6%.
Peterson Sheet Metal Inc. 401 K Plan-11$1,117,311$50,438$4,585iApproximate average salary by contribution assumption: employee only about $114,632 at 4% or $76,421 at 6%; with 50% employer match about $76,421 at 4% or $50,947 at 6%; with 100% employer match about $57,316 at 4% or $38,211 at 6%.
2019113$1,024,174$57,083$4,391iApproximate average salary by contribution assumption: employee only about $109,775 at 4% or $73,183 at 6%; with 50% employer match about $73,183 at 4% or $48,789 at 6%; with 100% employer match about $54,888 at 4% or $36,592 at 6%.
Peterson Sheet Metal Inc. 401 K Plan-13$1,024,174$57,083$4,391iApproximate average salary by contribution assumption: employee only about $109,775 at 4% or $73,183 at 6%; with 50% employer match about $73,183 at 4% or $48,789 at 6%; with 100% employer match about $54,888 at 4% or $36,592 at 6%.
2018112$875,814$57,256$4,771iApproximate average salary by contribution assumption: employee only about $119,283 at 4% or $79,522 at 6%; with 50% employer match about $79,522 at 4% or $53,015 at 6%; with 100% employer match about $59,642 at 4% or $39,761 at 6%.
Peterson Sheet Metal Inc. 401 K Plan-12$875,814$57,256$4,771iApproximate average salary by contribution assumption: employee only about $119,283 at 4% or $79,522 at 6%; with 50% employer match about $79,522 at 4% or $53,015 at 6%; with 100% employer match about $59,642 at 4% or $39,761 at 6%.
2017111$1,001,643$34,397$3,127iApproximate average salary by contribution assumption: employee only about $78,175 at 4% or $52,117 at 6%; with 50% employer match about $52,117 at 4% or $34,744 at 6%; with 100% employer match about $39,088 at 4% or $26,058 at 6%.
Peterson Sheet Metal Inc. 401 K Plan-11$1,001,643$34,397$3,127iApproximate average salary by contribution assumption: employee only about $78,175 at 4% or $52,117 at 6%; with 50% employer match about $52,117 at 4% or $34,744 at 6%; with 100% employer match about $39,088 at 4% or $26,058 at 6%.
2016112$850,329$38,790$3,233iApproximate average salary by contribution assumption: employee only about $80,813 at 4% or $53,875 at 6%; with 50% employer match about $53,875 at 4% or $35,917 at 6%; with 100% employer match about $40,406 at 4% or $26,938 at 6%.
Peterson Sheet Metal Inc. 401 K Plan-12$850,329$38,790$3,233iApproximate average salary by contribution assumption: employee only about $80,813 at 4% or $53,875 at 6%; with 50% employer match about $53,875 at 4% or $35,917 at 6%; with 100% employer match about $40,406 at 4% or $26,938 at 6%.
2015112$736,285$35,078$2,923iApproximate average salary by contribution assumption: employee only about $73,079 at 4% or $48,719 at 6%; with 50% employer match about $48,719 at 4% or $32,480 at 6%; with 100% employer match about $36,540 at 4% or $24,360 at 6%.
Peterson Sheet Metal Inc. 401 K Plan-12$736,285$35,078$2,923iApproximate average salary by contribution assumption: employee only about $73,079 at 4% or $48,719 at 6%; with 50% employer match about $48,719 at 4% or $32,480 at 6%; with 100% employer match about $36,540 at 4% or $24,360 at 6%.
2014112$708,823$34,069$2,839iApproximate average salary by contribution assumption: employee only about $70,977 at 4% or $47,318 at 6%; with 50% employer match about $47,318 at 4% or $31,545 at 6%; with 100% employer match about $35,489 at 4% or $23,659 at 6%.
Peterson Sheet Metal Inc. 401 K Plan-12$708,823$34,069$2,839iApproximate average salary by contribution assumption: employee only about $70,977 at 4% or $47,318 at 6%; with 50% employer match about $47,318 at 4% or $31,545 at 6%; with 100% employer match about $35,489 at 4% or $23,659 at 6%.
2013113$647,592$47,363$3,643iApproximate average salary by contribution assumption: employee only about $91,083 at 4% or $60,722 at 6%; with 50% employer match about $60,722 at 4% or $40,481 at 6%; with 100% employer match about $45,541 at 4% or $30,361 at 6%.
Peterson Sheet Metal Inc. 401 K Plan-13$647,592$47,363$3,643iApproximate average salary by contribution assumption: employee only about $91,083 at 4% or $60,722 at 6%; with 50% employer match about $60,722 at 4% or $40,481 at 6%; with 100% employer match about $45,541 at 4% or $30,361 at 6%.
2012113$576,713$33,460$2,574iApproximate average salary by contribution assumption: employee only about $64,346 at 4% or $42,897 at 6%; with 50% employer match about $42,897 at 4% or $28,598 at 6%; with 100% employer match about $32,173 at 4% or $21,449 at 6%.
Peterson Sheet Metal Inc. 401 K Plan-13$576,713$33,460$2,574iApproximate average salary by contribution assumption: employee only about $64,346 at 4% or $42,897 at 6%; with 50% employer match about $42,897 at 4% or $28,598 at 6%; with 100% employer match about $32,173 at 4% or $21,449 at 6%.
2011114$608,666$38,425$2,745iApproximate average salary by contribution assumption: employee only about $68,616 at 4% or $45,744 at 6%; with 50% employer match about $45,744 at 4% or $30,496 at 6%; with 100% employer match about $34,308 at 4% or $22,872 at 6%.
Peterson Sheet Metal Inc. 401 K Plan-14$608,666$38,425$2,745iApproximate average salary by contribution assumption: employee only about $68,616 at 4% or $45,744 at 6%; with 50% employer match about $45,744 at 4% or $30,496 at 6%; with 100% employer match about $34,308 at 4% or $22,872 at 6%.
2010115$631,369$79,135$5,276iApproximate average salary by contribution assumption: employee only about $131,892 at 4% or $87,928 at 6%; with 50% employer match about $87,928 at 4% or $58,619 at 6%; with 100% employer match about $65,946 at 4% or $43,964 at 6%.
Peterson Sheet Metal Inc. 401 K Plan-15$631,369$79,135$5,276iApproximate average salary by contribution assumption: employee only about $131,892 at 4% or $87,928 at 6%; with 50% employer match about $87,928 at 4% or $58,619 at 6%; with 100% employer match about $65,946 at 4% or $43,964 at 6%.
2009118$528,923$73,460$4,081iApproximate average salary by contribution assumption: employee only about $102,028 at 4% or $68,019 at 6%; with 50% employer match about $68,019 at 4% or $45,346 at 6%; with 100% employer match about $51,014 at 4% or $34,009 at 6%.
Peterson Sheet Metal Inc. 401 K Plan-18$528,923$73,460$4,081iApproximate average salary by contribution assumption: employee only about $102,028 at 4% or $68,019 at 6%; with 50% employer match about $68,019 at 4% or $45,346 at 6%; with 100% employer match about $51,014 at 4% or $34,009 at 6%.
2008119$356,687$90,551$4,766iApproximate average salary by contribution assumption: employee only about $119,146 at 4% or $79,431 at 6%; with 50% employer match about $79,431 at 4% or $52,954 at 6%; with 100% employer match about $59,573 at 4% or $39,715 at 6%.
Peterson Sheet Metal Inc. 401 K Plan-19$356,687$90,551$4,766iApproximate average salary by contribution assumption: employee only about $119,146 at 4% or $79,431 at 6%; with 50% employer match about $79,431 at 4% or $52,954 at 6%; with 100% employer match about $59,573 at 4% or $39,715 at 6%.
2007118$403,836$58,891$3,272iApproximate average salary by contribution assumption: employee only about $81,793 at 4% or $54,529 at 6%; with 50% employer match about $54,529 at 4% or $36,352 at 6%; with 100% employer match about $40,897 at 4% or $27,264 at 6%.
Peterson Sheet Metal Inc. 401 K Plan-18$403,836$58,891$3,272iApproximate average salary by contribution assumption: employee only about $81,793 at 4% or $54,529 at 6%; with 50% employer match about $54,529 at 4% or $36,352 at 6%; with 100% employer match about $40,897 at 4% or $27,264 at 6%.
2006117$332,119$49,647$2,920iApproximate average salary by contribution assumption: employee only about $73,010 at 4% or $48,674 at 6%; with 50% employer match about $48,674 at 4% or $32,449 at 6%; with 100% employer match about $36,505 at 4% or $24,337 at 6%.
Peterson Sheet Metal Inc. 401 K Plan-17$332,119$49,647$2,920iApproximate average salary by contribution assumption: employee only about $73,010 at 4% or $48,674 at 6%; with 50% employer match about $48,674 at 4% or $32,449 at 6%; with 100% employer match about $36,505 at 4% or $24,337 at 6%.
2005118$253,358$50,555$2,809iApproximate average salary by contribution assumption: employee only about $70,215 at 4% or $46,810 at 6%; with 50% employer match about $46,810 at 4% or $31,207 at 6%; with 100% employer match about $35,108 at 4% or $23,405 at 6%.
Peterson Sheet Metal Inc. 401 K Plan-18$253,358$50,555$2,809iApproximate average salary by contribution assumption: employee only about $70,215 at 4% or $46,810 at 6%; with 50% employer match about $46,810 at 4% or $31,207 at 6%; with 100% employer match about $35,108 at 4% or $23,405 at 6%.
2003117$164,314$48,735$2,867iApproximate average salary by contribution assumption: employee only about $71,669 at 4% or $47,779 at 6%; with 50% employer match about $47,779 at 4% or $31,853 at 6%; with 100% employer match about $35,835 at 4% or $23,890 at 6%.
Peterson Sheet Metal Inc. 401 K Plan-17$164,314$48,735$2,867iApproximate average salary by contribution assumption: employee only about $71,669 at 4% or $47,779 at 6%; with 50% employer match about $47,779 at 4% or $31,853 at 6%; with 100% employer match about $35,835 at 4% or $23,890 at 6%.
2001113$0$0-
Peterson Sheet Metal Inc. 401 K Plan-13---
200019$34,310$30,319$3,369iApproximate average salary by contribution assumption: employee only about $84,219 at 4% or $56,146 at 6%; with 50% employer match about $56,146 at 4% or $37,431 at 6%; with 100% employer match about $42,110 at 4% or $28,073 at 6%.
Peterson Sheet Metal Inc. 401 K Plan-9$34,310$30,319$3,369iApproximate average salary by contribution assumption: employee only about $84,219 at 4% or $56,146 at 6%; with 50% employer match about $56,146 at 4% or $37,431 at 6%; with 100% employer match about $42,110 at 4% or $28,073 at 6%.
1999112$13,827$13,297$1,108iApproximate average salary by contribution assumption: employee only about $27,702 at 4% or $18,468 at 6%; with 50% employer match about $18,468 at 4% or $12,312 at 6%; with 100% employer match about $13,851 at 4% or $9,234 at 6%.
Peterson Sheet Metal Inc. 401 K Plan-12$13,827$13,297$1,108iApproximate average salary by contribution assumption: employee only about $27,702 at 4% or $18,468 at 6%; with 50% employer match about $18,468 at 4% or $12,312 at 6%; with 100% employer match about $13,851 at 4% or $9,234 at 6%.