The Houstonian 401(K) Plan — Form 5500 plan (The Houstonian Campus, LLC)

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, The Houstonian 401(K) Plan is a benefit plan reported by The Houstonian Campus, LLC under EIN 26-0466230 and plan number 001. The latest loaded filing year is 2023. The filing reports 742 participants and $46,859,552 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$46.9MPlan net assets, end of year$46,859,552
Participants742Covered participants reported
Assets / participant$63.2KComputed: assets ÷ participants$63,153 (computed)
Provider compensation$109.5K3 Schedule C provider row(s)$109,491
Plan sponsor
The Houstonian Campus, LLC
EIN
26-0466230
Plan number
001
Plan type
2
Location
Houston, TX
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023742H, C20240927111130NAL0001197315001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$46.9M total assets
Net assets$46.9MLiabilities$0
Money in vs. money out
Total income / additions$10.8M
Total expenses$4.2M
Benefits paid / distributions$4.1M
Contributions
Employer$1.6M
Participant$2.3M
Full reported line items

Net assets

Total assets (EOY)
$46,859,552
Total liabilities (EOY)
$0
Net assets (EOY)
$46,859,552
Net assets (BOY)
$40,276,994

Income & contributions

Employer contributions
$1,565,013
Participant contributions
$2,307,332
Total contributions
$4,011,535
Total income / additions
$10,780,289

Expenses & distributions

Benefits paid
$4,080,548
Administrative expenses
$110,788
Total expenses
$4,197,731
Net increase / (decrease)
$6,582,558
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 40%Participant 60%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income38%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$55,066$02023
Alliant Insurance Services, IncOTHER SERVICES$37,100not reported in the loaded dataset2023
Weinstein Spira & Company, P.C.ACCOUNTANT$17,325not reported in the loaded dataset2023

Related Form 5500 pages