How big is Terrys AC & HTG LLC's plan?

Terrys AC & HTG LLC's plan reported $60K in assets and 3 participants for 2023.

Original filing (PDF)20250306050457NAL0016736736001

Terrys AC & HTG LLC

Name: Terrys AC & HTG LLC — Terry's AC & HTG, Form 5500 (2023)
Creator: Terrys AC & HTG LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Terry's AC & HTG

401(k) retirement plan · Terrys AC & HTG LLC's Terry's AC & HTG held $60K in plan assets for 3 participants in 2023.

Signals · 1

Late filing · 3.7 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$60K

Net assets (EOY)

$60K

People on this filing

Robert Terry signed Terrys AC & HTG LLC's 2023 Form 5500 as plan administrator.

Robert Terry — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Terrys AC & HTG LLC's EIN is 81-4990907.

EIN 81-4990907

Plan number 001

Plan year 2023

ACK ID 20250306050457NAL0016736736001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Terrys AC & HTG LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Terrys AC & HTG LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TERRYS AC & HTG LLC.

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Plan health score

Above-average plan

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 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 3.7 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

TERRYS AC & HTG LLC

EIN

all filings

Address

9720 HARLEM ROAD B13 · RICHMOND, TX · 77407

Phone

(832) 683-2309

Industry

Electrical Contractors· Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2025-03-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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