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UNIVERSITY OF HOUSTON 401 K PLAN 401k Plan overview

Plan NameUNIVERSITY OF HOUSTON 401 K PLAN
Plan identification number 002

UNIVERSITY OF HOUSTON 401 K PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.

401k Sponsoring company profile

UNIVERSITY OF HOUSTON FOUNDATION has sponsored the creation of one or more 401k plans.

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY OF HOUSTON 401 K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-09-01JOANNE KELLEY2024-11-20
0022022-09-01JOANNE KELLEY2024-01-24
0022021-09-01
0022020-09-01
0022019-09-01
0022018-09-01
0022017-09-01
0022016-09-01
0022015-09-01JOANNE KELLEY2016-09-06
0022014-09-01JOANNE KELLEY2015-09-01
0022013-09-01JOANNE KELLEY2014-09-17
0022012-09-01DAISY HICKS2013-09-10
0022011-09-01DAISY HICKS2012-10-10
0022011-04-08DAISY HICKS2011-09-28

Plan Statistics for UNIVERSITY OF HOUSTON 401 K PLAN

401k plan membership statisitcs for UNIVERSITY OF HOUSTON 401 K PLAN

Measure Date Value
2025: UNIVERSITY OF HOUSTON 401 K PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-073
Total number of particpants at end of year2025-10-073
Number of Participants With Account Balances2025-10-073
2024: UNIVERSITY OF HOUSTON 401 K PLAN 2024 401k membership
Total number of particpants at beginning of year2024-11-203
Total number of particpants at end of year2024-11-203
Number of Participants With Account Balances2024-11-203

Financial Data on UNIVERSITY OF HOUSTON 401 K PLAN

Measure Date Value
2025 : UNIVERSITY OF HOUSTON 401 K PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-0716288
Net assets as of the end of the plan year2025-10-074330579
Total assets as of the beginning of the plan year2025-10-073894334
Value of plan covered by a fidelity bond2025-10-071000000
Participant contributions to plan in this plan year2025-10-0747514
Value of participant loans at end of plan year2025-10-07290320
Other income to plan in this plan year2025-10-07365654
Plan net income in this plan year2025-10-07436245
Net assets as of the end of the plan year2025-10-074330579
Net assets as of the beginning of the plan year2025-10-073894334
Employer contributions to plan in this plan year2025-10-0739365
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0716288
2024 : UNIVERSITY OF HOUSTON 401 K PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-11-2014562
Net assets as of the end of the plan year2024-11-203894334
Total assets as of the beginning of the plan year2024-11-203241478
Value of plan covered by a fidelity bond2024-11-201000000
Participant contributions to plan in this plan year2024-11-2046219
Other income to plan in this plan year2024-11-20583642
Plan net income in this plan year2024-11-20652856
Net assets as of the end of the plan year2024-11-203894334
Net assets as of the beginning of the plan year2024-11-203241478
Employer contributions to plan in this plan year2024-11-2037557
Expensese paid to adminstrative service provicers from plan in this plan year2024-11-2014562

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