2023 Form 5500 filing — The Houstonian 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240927111130NAL0001197315001) for The Houstonian 401(K) Plan, reported by The Houstonian Campus, LLC under EIN 26-0466230 and plan number 001. It reports 742 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$46.9MReported net assets$46,859,552
Participants742
Provider compensation$109.5K3 Schedule C row(s)$109,491
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240927111130NAL0001197315001
- Plan sponsor
- The Houstonian Campus, LLC
- EIN
- 26-0466230
- Plan number
- 001
- Location
- Houston, TX
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$46.9M total assets
Net assets$46.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $46,859,552
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,859,552
- Employer contributions
- $1,565,013
- Participant contributions
- $2,307,332
- Total income / additions
- $10,780,289
- Benefits paid
- $4,080,548
- Administrative expenses
- $110,788
- Total expenses
- $4,197,731
- Net increase / (decrease)
- $6,582,558
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $55,066 | $0 |
| Alliant Insurance Services, Inc | OTHER SERVICES | $37,100 | not reported in the loaded dataset |
| Weinstein Spira & Company, P.C. | ACCOUNTANT | $17,325 | not reported in the loaded dataset |