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| Plan Name | UNIVERSITY OF HOUSTON 401 K PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
|
| Company Name: | UNIVERSITY OF HOUSTON FOUNDATION |
| Employer identification number (EIN): | 746041411 |
| NAIC Classification: | 611000 |
Additional information about UNIVERSITY OF HOUSTON FOUNDATION
| Jurisdiction of Incorporation: | Texas Secretary of State |
| Incorporation Date: | 1960-07-07 |
| Company Identification Number: | 0016684001 |
| Legal Registered Office Address: |
4543 POST OAK PLACE DR STE 250 HOUSTON United States of America (USA) 77027 |
More information about UNIVERSITY OF HOUSTON FOUNDATION
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2023-09-01 | JOANNE KELLEY | 2024-11-20 | ||
| 002 | 2022-09-01 | JOANNE KELLEY | 2024-01-24 | ||
| 002 | 2021-09-01 | ||||
| 002 | 2020-09-01 | ||||
| 002 | 2019-09-01 | ||||
| 002 | 2018-09-01 | ||||
| 002 | 2017-09-01 | ||||
| 002 | 2016-09-01 | ||||
| 002 | 2015-09-01 | JOANNE KELLEY | 2016-09-06 | ||
| 002 | 2014-09-01 | JOANNE KELLEY | 2015-09-01 | ||
| 002 | 2013-09-01 | JOANNE KELLEY | 2014-09-17 | ||
| 002 | 2012-09-01 | DAISY HICKS | 2013-09-10 | ||
| 002 | 2011-09-01 | DAISY HICKS | 2012-10-10 | ||
| 002 | 2011-04-08 | DAISY HICKS | 2011-09-28 |
| Measure | Date | Value |
|---|---|---|
| 2025: UNIVERSITY OF HOUSTON 401 K PLAN 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-10-07 | 3 |
| Total number of particpants at end of year | 2025-10-07 | 3 |
| Number of Participants With Account Balances | 2025-10-07 | 3 |
| 2024: UNIVERSITY OF HOUSTON 401 K PLAN 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-11-20 | 3 |
| Total number of particpants at end of year | 2024-11-20 | 3 |
| Number of Participants With Account Balances | 2024-11-20 | 3 |
| Measure | Date | Value |
|---|---|---|
| 2025 : UNIVERSITY OF HOUSTON 401 K PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-10-07 | 16288 |
| Net assets as of the end of the plan year | 2025-10-07 | 4330579 |
| Total assets as of the beginning of the plan year | 2025-10-07 | 3894334 |
| Value of plan covered by a fidelity bond | 2025-10-07 | 1000000 |
| Participant contributions to plan in this plan year | 2025-10-07 | 47514 |
| Value of participant loans at end of plan year | 2025-10-07 | 290320 |
| Other income to plan in this plan year | 2025-10-07 | 365654 |
| Plan net income in this plan year | 2025-10-07 | 436245 |
| Net assets as of the end of the plan year | 2025-10-07 | 4330579 |
| Net assets as of the beginning of the plan year | 2025-10-07 | 3894334 |
| Employer contributions to plan in this plan year | 2025-10-07 | 39365 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-07 | 16288 |
| 2024 : UNIVERSITY OF HOUSTON 401 K PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-11-20 | 14562 |
| Net assets as of the end of the plan year | 2024-11-20 | 3894334 |
| Total assets as of the beginning of the plan year | 2024-11-20 | 3241478 |
| Value of plan covered by a fidelity bond | 2024-11-20 | 1000000 |
| Participant contributions to plan in this plan year | 2024-11-20 | 46219 |
| Other income to plan in this plan year | 2024-11-20 | 583642 |
| Plan net income in this plan year | 2024-11-20 | 652856 |
| Net assets as of the end of the plan year | 2024-11-20 | 3894334 |
| Net assets as of the beginning of the plan year | 2024-11-20 | 3241478 |
| Employer contributions to plan in this plan year | 2024-11-20 | 37557 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-11-20 | 14562 |