Boro 401(K) Plan — Form 5500 plan (Birner Houston Corp. Dba Renewal By Andersen Of Houston)
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, Boro 401(K) Plan is a benefit plan reported by Birner Houston Corp. Dba Renewal By Andersen Of Houston under EIN 76-0286019 and plan number 001. The latest loaded filing year is 2023. The filing reports 136 participants and $4,118,215 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Birner Houston Corp. Dba Renewal By Andersen Of Houston
- EIN
- 76-0286019
- Plan number
- 001
- Plan type
- 3
- Location
- Tomball, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 136 | H | 20240618080117NAL0001905201001 |
| 2023 | 164 | H | 20240618080334NAL0001906353001 |
| 2023 | 218 | H | 20240618080549NAL0003443392001 |
| 2023 | 278 | H | 20240618080855NAL0003445856001 |
| 2023 | 479 | H | 20240913152256NAL0011858097001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $6,496,893
Income & contributions
- Employer contributions
- $546,875
- Participant contributions
- $1,504,674
- Total contributions
- $2,051,549
- Total income / additions
- $2,501,398
Expenses & distributions
- Benefits paid
- $764,157
- Administrative expenses
- $13,382
- Total expenses
- $777,539
- Net increase / (decrease)
- $1,723,859
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.