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THE BANK OF HOUSTON 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameTHE BANK OF HOUSTON 401(K) RETIREMENT PLAN
Plan identification number 001

THE BANK OF HOUSTON 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE BANK OF HOUSTON has sponsored the creation of one or more 401k plans.

Company Name:THE BANK OF HOUSTON
Employer identification number (EIN):440162010
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE BANK OF HOUSTON 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01COURTNEY STOTLER2024-10-01
0012022-01-01COURTNEY STOTLER2023-07-26
0012021-01-01COURTNEY STOTLER2022-06-22
0012020-01-01COURTNEY STOTLER2021-07-06

Financial Data on THE BANK OF HOUSTON 401(K) RETIREMENT PLAN

Measure Date Value
2025 : THE BANK OF HOUSTON 401(K) RETIREMENT PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-08-280
Total expenses incurred by plan in this plan year2025-08-28293010
Net assets as of the end of the plan year2025-08-28780566
Total assets as of the beginning of the plan year2025-08-28726274
Value of plan covered by a fidelity bond2025-08-2850000
Participant contributions to plan in this plan year2025-08-28134129
Other income to plan in this plan year2025-08-28143077
Plan net income in this plan year2025-08-2854292
Net assets as of the end of the plan year2025-08-28780566
Net assets as of the beginning of the plan year2025-08-28726274
Employer contributions to plan in this plan year2025-08-2870096
Fees paid to broker by Benefit Provider2025-08-28703
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-284250
2024 : THE BANK OF HOUSTON 401(K) RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-0138967
Net assets as of the end of the plan year2024-10-01726274
Total assets as of the beginning of the plan year2024-10-01455610
Value of plan covered by a fidelity bond2024-10-0150000
Participant contributions to plan in this plan year2024-10-01140935
Value of participant loans at end of plan year2024-10-010
Other income to plan in this plan year2024-10-01103288
Plan net income in this plan year2024-10-01270664
Net assets as of the end of the plan year2024-10-01726274
Net assets as of the beginning of the plan year2024-10-01455610
Employer contributions to plan in this plan year2024-10-0165408
Fees paid to broker by Benefit Provider2024-10-013069
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-016862
2022 : THE BANK OF HOUSTON 401(K) RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-2228723
Net assets as of the end of the plan year2022-06-22480002
Total assets as of the beginning of the plan year2022-06-22271491
Value of plan covered by a fidelity bond2022-06-2250000
Participant contributions to plan in this plan year2022-06-2271355
Other expenses paid from plan in this plan year2022-06-224561
Other contributions to plan in this plan year2022-06-2273709
Other income to plan in this plan year2022-06-2247142
Plan net income in this plan year2022-06-22208511
Net assets as of the end of the plan year2022-06-22480002
Net assets as of the beginning of the plan year2022-06-22271491
Employer contributions to plan in this plan year2022-06-2245028
Fees paid to broker by Benefit Provider2022-06-222068

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