Houston'S, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Houstons, 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'S, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Houstons, Inc. under EIN 93-0457161 and plan number 001. The latest loaded filing year is 2023. The filing reports 224 participants and $14,739,321 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Houstons, Inc.
EIN
93-0457161
Plan number
001
Plan type
2
Location
Wilsonville, OR
Latest filing year
2023
Participants
224
End-of-year plan assets
$14,739,321

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023224H, C20240916051148NAL0000856627001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,739,321
Total liabilities (EOY)
$0
Net assets (EOY)
$14,739,321
Net assets (BOY)
$12,472,629

Income & contributions

Employer contributions
$346,368
Participant contributions
$610,049
Total contributions
$956,417
Total income / additions
$3,059,295

Expenses & distributions

Benefits paid
$772,734
Administrative expenses
$6,143
Total expenses
$792,603
Net increase / (decrease)
$2,266,692

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$6,143$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages