2023 Form 5500 filing — Houston Pilots 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 20241007121408NAL0026101456002) for Houston Pilots 401(K) Plan, reported by Houston Pilots under EIN 76-0289736 and plan number 003. It reports 170 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007121408NAL0026101456002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Houston Pilots
- EIN
- 76-0289736
- Plan number
- 003
- Location
- Deer Park, TX
- Participants
- 170
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $121,206,389
- Net assets (EOY)
- $121,206,389
- Employer contributions
- $4,422,817
- Participant contributions
- $2,413,876
- Total income / additions
- $16,184,419
- Benefits paid
- $2,117,979
- Administrative expenses
- $124,828
- Total expenses
- $2,242,807
- Net increase / (decrease)
- $13,941,612
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Avidian Wealth Solutions LLC | INVESTMENT ADVISOR | $94,296 | not reported in the loaded dataset |
| Fca Corp | INVESTMENT ADVISOR | $18,359 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $1,779 | $0 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $697 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |