Houston Grand Opera, Inc. 403(B) Plan — Form 5500 plan (Houston Grand Opera, 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 Grand Opera, Inc. 403(B) Plan is a benefit plan reported by Houston Grand Opera, Inc. under EIN 74-6016764 and plan number 001. The latest loaded filing year is 2023. The filing reports 886 participants and $7,252,824 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Houston Grand Opera, Inc.
- EIN
- 74-6016764
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 886
- End-of-year plan assets
- $7,252,824
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 886 | H, C | 20240909081645NAL0004330753001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,252,824
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,252,824
- Net assets (BOY)
- $6,350,829
Income & contributions
- Employer contributions
- $93,572
- Participant contributions
- $510,097
- Total contributions
- $941,275
- Total income / additions
- $2,184,080
Expenses & distributions
- Benefits paid
- $1,235,700
- Administrative expenses
- $46,385
- Total expenses
- $1,282,085
- Net increase / (decrease)
- $901,995
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alliance Pension Consultants, LLC | RECORDKEEPER | $36,384 | not reported in the loaded dataset | 2023 |
| Oakstreet Wealth Management | ADVISOR | $10,000 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | CUSTODIAN | $0 | $6,295 | 2023 |
| Charles Schwab & Co. Inc | BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Houston Grand Opera, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Alliance Pension Consultants, LLC — Schedule C compensation
- Oakstreet Wealth Management — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co. Inc — Schedule C compensation