Back to filter
Original filing (PDF)20250408110526NAL0035505074001
BRENHAM HEATING AND AIR CONDITIONING CO.
Form 5500-SF
FILING_RECEIVED
BRENHAM HEATING AND AIR CONDITIONING CO. PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
8
Accounts w/ balance
10
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRENHAM HEATING AND AIR CONDITIONING CO..
Plan sponsor
Name
BRENHAM HEATING AND AIR CONDITIONING CO.
EIN
74-1530390
Address
P. O. BOX 357 · BRENHAM, TX · 77834
Phone
(979) 836-5653
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-08
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Plumbing, Heating, AC Contractors plans
LEGACY PLUMBING COMPANY, INC.
LEGACY PLUMBING 401(K) PLAN
$1.2M · 32 participants
ALL INDUSTRIAL BOILER INC.
ISLAND INDUSTRIAL BOILER CASH BALANCE PENSION PLAN
$1.2M · 9 participants
K AND K MECHANICAL SERVICES, INC.
KEYSTONE BENEFITS GROUP, INC. MULTIPLE EMPLOYER 401(K) PLAN
$1.2M · 18 participants
CHEHALIS SHEET METAL & ROOFING CO., INC.
CHEHALIS SHEET METAL 401(K) PLAN
$1.2M · 57 participants
E.M. LOGAN, INC.
E.M. LOGAN, INC. 401(K) PLAN
$1.2M · 12 participants
VAN ROW MECHANICAL, INC.
VAN ROW MECHANICAL INC. 401(K) PLAN
$1.2M · 6 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants