Original filing (PDF)20250724165417NAL0002710099001

J.R. KESLER LLC

Name: J.R. KESLER LLC — MCGEE HEATING AND AIR CONDITIONING INC. 401(K) PLAN, Form 5500 (2024)
Creator: J.R. KESLER LLC

Form 5500-SF

FILING_RECEIVED

MCGEE HEATING AND AIR CONDITIONING INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

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 J.R. KESLER LLC.

Plan sponsor

Name

J.R. KESLER LLC

DBA

MCGEE HEATING AND AIR CONDITIONING

EIN

93-4406489

Address

93 OLD 29 HWAY · HARTWELL, GA · 30643

Phone

(706) 376-7733

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-24

Pension benefit codes

2A · Age/service weighted or new comparability

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)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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