BANK OF HOUSTON has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2014: BANK OF HOUSTON 401(K) PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 126 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 0 |
Number of participants with account balances | 2014-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: BANK OF HOUSTON 401(K) PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 123 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 104 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 19 |
Total of all active and inactive participants | 2013-01-01 | 123 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 123 |
Number of participants with account balances | 2013-01-01 | 106 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: BANK OF HOUSTON 401(K) PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 115 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 110 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 10 |
Total of all active and inactive participants | 2012-01-01 | 120 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 120 |
Number of participants with account balances | 2012-01-01 | 102 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 10 |
2011: BANK OF HOUSTON 401(K) PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 93 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 98 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 8 |
Total of all active and inactive participants | 2011-01-01 | 106 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 106 |
Number of participants with account balances | 2011-01-01 | 87 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 5 |
2009: BANK OF HOUSTON 401(K) PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 82 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 80 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 4 |
Total of all active and inactive participants | 2009-01-01 | 84 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 84 |
Number of participants with account balances | 2009-01-01 | 71 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 7 |
Measure | Date | Value |
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2014 : BANK OF HOUSTON 401(K) PLAN 2014 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2014-09-30 | $55,360 |
Total unrealized appreciation/depreciation of assets | 2014-09-30 | $55,360 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-09-30 | $0 |
Total income from all sources (including contributions) | 2014-09-30 | $537,769 |
Total loss/gain on sale of assets | 2014-09-30 | $0 |
Total of all expenses incurred | 2014-09-30 | $7,380,995 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-09-30 | $7,373,775 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-09-30 | $363,229 |
Value of total assets at end of year | 2014-09-30 | $0 |
Value of total assets at beginning of year | 2014-09-30 | $6,843,226 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-09-30 | $7,220 |
Total interest from all sources | 2014-09-30 | $2,013 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-09-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-09-30 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2014-09-30 | $0 |
Was this plan covered by a fidelity bond | 2014-09-30 | Yes |
Value of fidelity bond cover | 2014-09-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-09-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-09-30 | No |
Contributions received from participants | 2014-09-30 | $249,559 |
Assets. Loans (other than to participants) at end of year | 2014-09-30 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2014-09-30 | $118,199 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-09-30 | No |
Value of net income/loss | 2014-09-30 | $-6,843,226 |
Value of net assets at end of year (total assets less liabilities) | 2014-09-30 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-09-30 | $6,843,226 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-09-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-09-30 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-09-30 | $6,295,267 |
Interest on participant loans | 2014-09-30 | $2,013 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-09-30 | $117,167 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-09-30 | No |
Assets. Invements in employer securities at end of year | 2014-09-30 | $0 |
Assets. Invements in employer securities at beginning of year | 2014-09-30 | $429,760 |
Contributions received in cash from employer | 2014-09-30 | $113,670 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-09-30 | $7,373,775 |
Contract administrator fees | 2014-09-30 | $7,220 |
Did the plan have assets held for investment | 2014-09-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-09-30 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-09-30 | Disclaimer |
Accountancy firm name | 2014-09-30 | HARPER & PEARSON COMPANY, P.C. |
Accountancy firm EIN | 2014-09-30 | 741695589 |
2013 : BANK OF HOUSTON 401(K) PLAN 2013 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $256,960 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $256,960 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $2,385,427 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $119,274 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $116,045 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,239,300 |
Value of total assets at end of year | 2013-12-31 | $6,843,226 |
Value of total assets at beginning of year | 2013-12-31 | $4,577,073 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $3,229 |
Total interest from all sources | 2013-12-31 | $2,890 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $761,754 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $119,378 |
Assets. Loans (other than to participants) at end of year | 2013-12-31 | $118,199 |
Assets. Loans (other than to participants) at beginning of year | 2013-12-31 | $72,909 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $2,266,153 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $6,843,226 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,577,073 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $6,295,267 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $4,331,364 |
Interest on participant loans | 2013-12-31 | $2,890 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $886,277 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Assets. Invements in employer securities at end of year | 2013-12-31 | $429,760 |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $172,800 |
Contributions received in cash from employer | 2013-12-31 | $358,168 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $116,045 |
Contract administrator fees | 2013-12-31 | $3,229 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | HARPER & PEARSON COMPANY, P.C. |
Accountancy firm EIN | 2013-12-31 | 741695589 |
2012 : BANK OF HOUSTON 401(K) PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $1,489,111 |
Expenses. Total of all expenses incurred | 2012-12-31 | $194,736 |
Benefits paid (including direct rollovers) | 2012-12-31 | $183,338 |
Total plan assets at end of year | 2012-12-31 | $4,577,073 |
Total plan assets at beginning of year | 2012-12-31 | $3,282,698 |
Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2012-12-31 | $695,076 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $21,723 |
Other income received | 2012-12-31 | $437,848 |
Net income (gross income less expenses) | 2012-12-31 | $1,294,375 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $4,577,073 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,282,698 |
Assets. Value of participant loans | 2012-12-31 | $72,909 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $334,464 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $11,398 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : BANK OF HOUSTON 401(K) PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $956,724 |
Expenses. Total of all expenses incurred | 2011-12-31 | $71,863 |
Benefits paid (including direct rollovers) | 2011-12-31 | $71,523 |
Total plan assets at end of year | 2011-12-31 | $3,282,698 |
Total plan assets at beginning of year | 2011-12-31 | $2,397,837 |
Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2011-12-31 | $570,519 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $169,948 |
Other income received | 2011-12-31 | $-37,733 |
Net income (gross income less expenses) | 2011-12-31 | $884,861 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $3,282,698 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,397,837 |
Assets. Value of participant loans | 2011-12-31 | $68,149 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $253,990 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $340 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : BANK OF HOUSTON 401(K) PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $908,601 |
Expenses. Total of all expenses incurred | 2010-12-31 | $133,498 |
Benefits paid (including direct rollovers) | 2010-12-31 | $133,043 |
Total plan assets at end of year | 2010-12-31 | $2,397,837 |
Total plan assets at beginning of year | 2010-12-31 | $1,622,734 |
Value of fidelity bond covering the plan | 2010-12-31 | $4,000,000 |
Total contributions received or receivable from participants | 2010-12-31 | $493,821 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $18,273 |
Noncash contributions received | 2010-12-31 | $165,857 |
Net income (gross income less expenses) | 2010-12-31 | $775,103 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,397,837 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,622,734 |
Assets. Value of participant loans | 2010-12-31 | $67,826 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $230,650 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $455 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : BANK OF HOUSTON 401(K) PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2014: BANK OF HOUSTON 401(K) PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | Yes |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: BANK OF HOUSTON 401(K) PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: BANK OF HOUSTON 401(K) PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: BANK OF HOUSTON 401(K) PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: BANK OF HOUSTON 401(K) PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |