Civic Intelligence

Ugotem LLC

Plan context: Texas Ace Heating & Air 401(K) Plan

EIN 46-4245537 • Midlothian, TX • 6 filings • 1 plans

870 Dividend Road Suite CMidlothian, TX 76065
Current Snapshot

Latest Year

2025

2025 Participants

47

2025 Assets

$809,208

2025 Contributions

$125,382

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$809,208$404,604$0202020222024YearValue
$809,208Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

65330202020222024YearValue
47Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202510$0$0-
Texas Ace Heating & Air 401(K) Plan-0$0$0-
2024147$809,208$125,382$2,668iApproximate average salary by contribution assumption: employee only about $66,693 at 4% or $44,462 at 6%; with 50% employer match about $44,462 at 4% or $29,641 at 6%; with 100% employer match about $33,346 at 4% or $22,231 at 6%.
Texas Ace Heating & Air 401(K) Plan-47$809,208$125,382$2,668iApproximate average salary by contribution assumption: employee only about $66,693 at 4% or $44,462 at 6%; with 50% employer match about $44,462 at 4% or $29,641 at 6%; with 100% employer match about $33,346 at 4% or $22,231 at 6%.
2023151$694,261$144,620$2,836iApproximate average salary by contribution assumption: employee only about $70,892 at 4% or $47,261 at 6%; with 50% employer match about $47,261 at 4% or $31,508 at 6%; with 100% employer match about $35,446 at 4% or $23,631 at 6%.
Texas Ace Heating & Air 401(K) Plan-51$694,261$144,620$2,836iApproximate average salary by contribution assumption: employee only about $70,892 at 4% or $47,261 at 6%; with 50% employer match about $47,261 at 4% or $31,508 at 6%; with 100% employer match about $35,446 at 4% or $23,631 at 6%.
2022154$510,464$143,615$2,660iApproximate average salary by contribution assumption: employee only about $66,488 at 4% or $44,326 at 6%; with 50% employer match about $44,326 at 4% or $29,550 at 6%; with 100% employer match about $33,244 at 4% or $22,163 at 6%.
Texas Ace Heating & Air 401(K) Plan-54$510,464$143,615$2,660iApproximate average salary by contribution assumption: employee only about $66,488 at 4% or $44,326 at 6%; with 50% employer match about $44,326 at 4% or $29,550 at 6%; with 100% employer match about $33,244 at 4% or $22,163 at 6%.
2021162$572,105$194,801$3,142iApproximate average salary by contribution assumption: employee only about $78,549 at 4% or $52,366 at 6%; with 50% employer match about $52,366 at 4% or $34,911 at 6%; with 100% employer match about $39,274 at 4% or $26,183 at 6%.
Texas Ace Heating & Air 401(K) Plan-62$572,105$194,801$3,142iApproximate average salary by contribution assumption: employee only about $78,549 at 4% or $52,366 at 6%; with 50% employer match about $52,366 at 4% or $34,911 at 6%; with 100% employer match about $39,274 at 4% or $26,183 at 6%.
2020165$341,005$112,771$1,735iApproximate average salary by contribution assumption: employee only about $43,373 at 4% or $28,916 at 6%; with 50% employer match about $28,916 at 4% or $19,277 at 6%; with 100% employer match about $21,687 at 4% or $14,458 at 6%.
Texas Ace Heating & Air 401(K) Plan-65$341,005$112,771$1,735iApproximate average salary by contribution assumption: employee only about $43,373 at 4% or $28,916 at 6%; with 50% employer match about $28,916 at 4% or $19,277 at 6%; with 100% employer match about $21,687 at 4% or $14,458 at 6%.