Original filing (PDF)20251124150536NAL0000967411001

TOM RECHTIN HEATING & AIR CONDITIONING CO., INC.

Name: TOM RECHTIN HEATING & AIR CONDITIONING CO., INC. — TOM RECHTIN HEATING & AIR CONDITIONING CO., INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: TOM RECHTIN HEATING & AIR CONDITIONING CO., INC.

Form 5500-SF

FILING_RECEIVED

TOM RECHTIN HEATING & AIR CONDITIONING CO., INC. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TOM RECHTIN HEATING & AIR CONDITIONING CO., INC..

Plan sponsor

Name

TOM RECHTIN HEATING & AIR CONDITIONING CO., INC.

EIN

61-0713095

Address

P.O. BOX 26 · 640 COLFAX AVE. · BELLEVUE, KY · 41073

Phone

(859) 261-8269

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-11-24

Pension benefit codes

2S · Automatic enrollment

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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