Original filing (PDF)20240206133021NAL0000138083001

Gary's Heating and Air Conditioning

Name: Gary's Heating and Air Conditioning — Gary F. Ward, Form 5500 (2023)
Creator: Gary's Heating and Air Conditioning
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gary F. Ward 412(e)(3) Defined Benefit Pension Plan

Defined-benefit pension plan · Gary's Heating and Air Conditioning's Gary F. Ward 412(e)(3) Defined Benefit Pension Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Gary's Heating and Air Conditioning's EIN is 75-1753588.

EIN 75-1753588

Plan number 001

Plan year 2023

ACK ID 20240206133021NAL0000138083001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Gary's Heating and Air Conditioning from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Gary's Heating and Air Conditioning's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GARY'S HEATING AND AIR CONDITIONING.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

GARY'S HEATING AND AIR CONDITIONING

EIN

all filings

Address

2505 SW 7TH AVE · AMARILLO, TX · 791066605

Phone

(806) 373-2537

Industry

Plumbing, Heating, AC Contractors· Construction

Plan administrator

Name

GARY'S HEATING AND AIR CONDITIONING

EIN

75-1753588

City

AMARILLO, TX

Phone

(806) 373-2537

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-09-29

Filed

2024-02-06

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

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 providers

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