Houston Pilots 401(K) Plan — Form 5500 plan (Houston Pilots)
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 Pilots 401(K) Plan is a benefit plan reported by Houston Pilots under EIN 76-0289736 and plan number 003. The latest loaded filing year is 2023. The filing reports 170 participants and $121,206,389 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Houston Pilots
- EIN
- 76-0289736
- Plan number
- 003
- Plan type
- 2
- Location
- Deer Park, TX
- Latest filing year
- 2023
- Participants
- 170
- End-of-year plan assets
- $121,206,389
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 170 | H, C | 20241007121408NAL0026101456002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $121,206,389
- Net assets (EOY)
- $121,206,389
- Net assets (BOY)
- $107,264,777
Income & contributions
- Employer contributions
- $4,422,817
- Participant contributions
- $2,413,876
- Total contributions
- $6,847,414
- Total income / additions
- $16,184,419
Expenses & distributions
- Benefits paid
- $2,117,979
- Administrative expenses
- $124,828
- Total expenses
- $2,242,807
- Net increase / (decrease)
- $13,941,612
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Avidian Wealth Solutions LLC | INVESTMENT ADVISOR | $94,296 | not reported in the loaded dataset | 2023 |
| Fca Corp | INVESTMENT ADVISOR | $18,359 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $1,779 | $0 | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $697 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Houston Pilots
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Deer Park, TX
- Avidian Wealth Solutions LLC — Schedule C compensation
- Fca Corp — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- National Financial Services — Schedule C compensation