Plan5500

Houston Zoo Employees' 401(K) Plan — Form 5500 plan (Houston Zoo, Inc.)

Plain-English plan 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, Houston Zoo Employees' 401(K) Plan is a benefit plan reported by Houston Zoo, Inc. under EIN 74-1590271 and plan number 001. The latest loaded filing year is 2023. The filing reports 601 participants and $24,518,509 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Houston Zoo, Inc.
EIN
74-1590271
Plan number
001
Plan type
2
Location
Houston, TX
Latest filing year
2023
Participants
601
End-of-year plan assets
$24,518,509

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023601H, C20240826121152NAL0009497793001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,518,509
Net assets (EOY)
$24,518,509
Net assets (BOY)
$20,436,647

Income & contributions

Employer contributions
$789,754
Participant contributions
$1,630,349
Total contributions
$2,499,048
Total income / additions
$6,031,550

Expenses & distributions

Benefits paid
$1,851,177
Administrative expenses
$98,511
Total expenses
$1,949,688
Net increase / (decrease)
$4,081,862

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Life Insurance CompanyRECORDKEEPER$60,868not reported in the loaded dataset2023
Legacy Asset Management IncRIA$35,112not reported in the loaded dataset2023

Related Form 5500 pages