2023 Form 5500 filing — Greater Houston Retailers Association 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 20250203133328NAL0013116898001) for Greater Houston Retailers Association 401(K) Plan, reported by Greater Houston Retailers Cooperative Association, Inc. under EIN 20-4468179 and plan number 001. It reports 243 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)$2MReported net assets$2,021,029

Participants243

Provider compensation$14.9K2 Schedule C row(s)$14,879

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250203133328NAL0013116898001
Plan sponsor: Greater Houston Retailers Cooperative Association, Inc.
EIN: 20-4468179
Plan number: 001
Location: Stafford, TX
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

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)$2M total assets

Net assets$2MLiabilities—

Money in vs. money out

Total income / additions$996.5K

Total expenses$385.3K

Benefits paid / distributions$375.7K

Contributions

Employer$271.7K

Participant$424.4K

Full reported line items

Total assets (EOY): $2,021,029
Net assets (EOY): $2,021,029
Employer contributions: $271,665
Participant contributions: $424,439
Total income / additions: $996,487
Benefits paid: $375,653
Administrative expenses: $8,731
Total expenses: $385,305
Net increase / (decrease): $611,182

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Wells Fargo Clearing Services, LLC$7.5K
SERVICE PROVIDER · Direct $0 · Indirect $7.5K
2
Nova 401(K) Associates$7.3K
THIRD PARTY ADMINISTRATOR · Direct $0 · Indirect $7.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250203133328NAL0013116898001 cover?: It is the 2023 Form 5500 filing for Greater Houston Retailers Association 401(K) Plan, reported by Greater Houston Retailers Cooperative Association, Inc. (EIN 20-4468179).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).