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

Form 5500-SF

FILING_RECEIVED

TERRY'S AC & HTG

401(k) retirement plan

Signals · 1

Late filing · 3.7 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$60K

Net assets (EOY)

$60K

Plan health score (directional)

/ 100

Grade B

Above-average plan

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

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TERRYS AC & HTG LLC.

Plan sponsor

Name

TERRYS AC & HTG LLC

EIN

81-4990907

Address

9720 HARLEM ROAD B13 · RICHMOND, TX · 77407

Phone

(832) 683-2309

Industry

Electrical Contractors· Constructionsee all

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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