401k Plan data: PHH INVESTMENTS, LTD. 401(K) RETIREMENT PLAN plan

PHH INVESTMENTS, LTD. 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	PHH INVESTMENTS, LTD. 401(K) RETIREMENT PLAN
Plan identification number	001

PHH INVESTMENTS, LTD. 401(K) RETIREMENT PLAN Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

401k Sponsoring company profile

PHH INVESTMENTS, LTD. has sponsored the creation of one or more 401k plans.

Company Name: PHH INVESTMENTS, LTD.

Employer identification number (EIN): 593689165

NAIC Classification: 523900

Additional information about PHH INVESTMENTS, LTD.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2006-02-17

Company Identification Number: 0800615391

Legal Registered Office Address: 15725 DALLAS PKWY STE 220

ADDISON
United States of America (USA)
75001

More information about PHH INVESTMENTS, LTD.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHH INVESTMENTS, LTD. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 TEX GRUBBS
001 2016-01-01 TEX GRUBBS
001 2015-01-01 TEX GRUBBS
001 2014-01-01 TEX GRUBBS
001 2013-01-01 TEX GRUBBS
001 2011-01-01 TEX GRUBBS
001 2010-01-01 TEX GRUBBS 2011-10-11

Plan Statistics for PHH INVESTMENTS, LTD. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for PHH INVESTMENTS, LTD. 401(K) RETIREMENT PLAN

Measure Date Value
2020: PHH INVESTMENTS, LTD. 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 66
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 2
Number of participants with account balances 2020-01-01 0
2019: PHH INVESTMENTS, LTD. 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 58
Number of other retired or separated participants entitled to future benefits 2019-01-01 8
Total of all active and inactive participants 2019-01-01 66
Total participants 2019-01-01 66
Number of participants with account balances 2019-01-01 62
2018: PHH INVESTMENTS, LTD. 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 52
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 51
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 7
Total of all active and inactive participants 2018-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 58
Number of participants with account balances 2018-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 2
2017: PHH INVESTMENTS, LTD. 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 48
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 4
Total of all active and inactive participants 2017-01-01 52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 52
Number of participants with account balances 2017-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: PHH INVESTMENTS, LTD. 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 48
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 2
Total of all active and inactive participants 2016-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 50
Number of participants with account balances 2016-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: PHH INVESTMENTS, LTD. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 37
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 4
Total of all active and inactive participants 2015-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 41
Number of participants with account balances 2015-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: PHH INVESTMENTS, LTD. 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 35
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 5
Total of all active and inactive participants 2014-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 40
Number of participants with account balances 2014-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: PHH INVESTMENTS, LTD. 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 34
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 4
Total of all active and inactive participants 2013-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 38
Number of participants with account balances 2013-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2011: PHH INVESTMENTS, LTD. 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 32
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 4
Total of all active and inactive participants 2011-01-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 36
Number of participants with account balances 2011-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2020: PHH INVESTMENTS, LTD. 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	66
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	2
Number of participants with account balances	2020-01-01	0
2019: PHH INVESTMENTS, LTD. 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	58
Number of other retired or separated participants entitled to future benefits	2019-01-01	8
Total of all active and inactive participants	2019-01-01	66
Total participants	2019-01-01	66
Number of participants with account balances	2019-01-01	62
2018: PHH INVESTMENTS, LTD. 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	52
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	51
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	7
Total of all active and inactive participants	2018-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	58
Number of participants with account balances	2018-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	2
2017: PHH INVESTMENTS, LTD. 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	48
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	4
Total of all active and inactive participants	2017-01-01	52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	52
Number of participants with account balances	2017-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: PHH INVESTMENTS, LTD. 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	48
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	2
Total of all active and inactive participants	2016-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	50
Number of participants with account balances	2016-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: PHH INVESTMENTS, LTD. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	37
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	4
Total of all active and inactive participants	2015-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	41
Number of participants with account balances	2015-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: PHH INVESTMENTS, LTD. 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	35
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	5
Total of all active and inactive participants	2014-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	40
Number of participants with account balances	2014-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: PHH INVESTMENTS, LTD. 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	34
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	4
Total of all active and inactive participants	2013-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	38
Number of participants with account balances	2013-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2011: PHH INVESTMENTS, LTD. 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	32
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	4
Total of all active and inactive participants	2011-01-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	36
Number of participants with account balances	2011-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on PHH INVESTMENTS, LTD. 401(K) RETIREMENT PLAN

Measure	Date	Value
2020 : PHH INVESTMENTS, LTD. 401(K) RETIREMENT PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$-240,057
Expenses. Total of all expenses incurred	2020-12-31	$7,216,659
Benefits paid (including direct rollovers)	2020-12-31	$7,214,331
Total plan assets at end of year	2020-12-31	$11
Total plan assets at beginning of year	2020-12-31	$7,456,727
Value of fidelity bond covering the plan	2020-12-31	$2,000,000
Total contributions received or receivable from participants	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$-234,946
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$-7,456,716
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$11
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$7,456,727
Assets. Value of participant loans	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$-5,111
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$2,328
2019 : PHH INVESTMENTS, LTD. 401(K) RETIREMENT PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$2,186,711
Expenses. Total of all expenses incurred	2019-12-31	$959,913
Benefits paid (including direct rollovers)	2019-12-31	$947,615
Total plan assets at end of year	2019-12-31	$7,456,727
Total plan assets at beginning of year	2019-12-31	$6,229,929
Value of fidelity bond covering the plan	2019-12-31	$2,000,000
Total contributions received or receivable from participants	2019-12-31	$551,067
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$1,392,349
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$1,226,798
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$7,456,727
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$6,229,929
Assets. Value of participant loans	2019-12-31	$119,191
Total contributions received or receivable from employer(s)	2019-12-31	$243,295
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$12,298
2018 : PHH INVESTMENTS, LTD. 401(K) RETIREMENT PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$390,679
Expenses. Total of all expenses incurred	2018-12-31	$27,612
Benefits paid (including direct rollovers)	2018-12-31	$16,000
Total plan assets at end of year	2018-12-31	$6,229,929
Total plan assets at beginning of year	2018-12-31	$5,866,862
Value of fidelity bond covering the plan	2018-12-31	$2,000,000
Total contributions received or receivable from participants	2018-12-31	$439,703
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$77,048
Other income received	2018-12-31	$-462,268
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$363,067
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$6,229,929
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$5,866,862
Assets. Value of participant loans	2018-12-31	$136,328
Total contributions received or receivable from employer(s)	2018-12-31	$336,196
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$11,612
2017 : PHH INVESTMENTS, LTD. 401(K) RETIREMENT PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$1,183,112
Expenses. Total of all expenses incurred	2017-12-31	$14,136
Benefits paid (including direct rollovers)	2017-12-31	$4,549
Total plan assets at end of year	2017-12-31	$5,866,862
Total plan assets at beginning of year	2017-12-31	$4,697,886
Value of fidelity bond covering the plan	2017-12-31	$2,000,000
Assets. Value of tangible personal property	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$380,812
Assets. Value of loans (other than to participants)	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$34,155
Other income received	2017-12-31	$694,678
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$1,168,976
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$5,866,862
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$4,697,886
Assets. Value of participant loans	2017-12-31	$109,235
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$0
Assets. Value of employer real property	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$73,467
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$9,587
2016 : PHH INVESTMENTS, LTD. 401(K) RETIREMENT PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$779,914
Expenses. Total of all expenses incurred	2016-12-31	$526,693
Benefits paid (including direct rollovers)	2016-12-31	$518,365
Total plan assets at end of year	2016-12-31	$4,697,886
Total plan assets at beginning of year	2016-12-31	$4,444,665
Value of fidelity bond covering the plan	2016-12-31	$2,000,000
Total contributions received or receivable from participants	2016-12-31	$338,990
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$17,433
Other income received	2016-12-31	$260,667
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$253,221
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$4,697,886
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$4,444,665
Assets. Value of participant loans	2016-12-31	$91,641
Total contributions received or receivable from employer(s)	2016-12-31	$162,824
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$8,328
2015 : PHH INVESTMENTS, LTD. 401(K) RETIREMENT PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$507,868
Expenses. Total of all expenses incurred	2015-12-31	$324,800
Benefits paid (including direct rollovers)	2015-12-31	$317,336
Total plan assets at end of year	2015-12-31	$4,444,665
Total plan assets at beginning of year	2015-12-31	$4,261,597
Value of fidelity bond covering the plan	2015-12-31	$2,000,000
Total contributions received or receivable from participants	2015-12-31	$348,019
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$21,913
Other income received	2015-12-31	$-15,662
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$183,068
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,444,665
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$4,261,597
Assets. Value of participant loans	2015-12-31	$155,204
Total contributions received or receivable from employer(s)	2015-12-31	$153,598
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$7,464
2014 : PHH INVESTMENTS, LTD. 401(K) RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$782,976
Expenses. Total of all expenses incurred	2014-12-31	$13,616
Benefits paid (including direct rollovers)	2014-12-31	$8,000
Total plan assets at end of year	2014-12-31	$4,261,597
Total plan assets at beginning of year	2014-12-31	$3,492,237
Value of fidelity bond covering the plan	2014-12-31	$2,000,000
Total contributions received or receivable from participants	2014-12-31	$318,396
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$100,000
Other income received	2014-12-31	$285,104
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$769,360
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$4,261,597
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,492,237
Assets. Value of participant loans	2014-12-31	$179,805
Total contributions received or receivable from employer(s)	2014-12-31	$79,476
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$5,616
2013 : PHH INVESTMENTS, LTD. 401(K) RETIREMENT PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$976,286
Expenses. Total of all expenses incurred	2013-12-31	$47,131
Benefits paid (including direct rollovers)	2013-12-31	$45,061
Total plan assets at end of year	2013-12-31	$3,492,237
Total plan assets at beginning of year	2013-12-31	$2,563,082
Value of fidelity bond covering the plan	2013-12-31	$2,000,000
Total contributions received or receivable from participants	2013-12-31	$287,193
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$623,321
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$929,155
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,492,237
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,563,082
Assets. Value of participant loans	2013-12-31	$130,756
Total contributions received or receivable from employer(s)	2013-12-31	$65,772
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$2,070
2011 : PHH INVESTMENTS, LTD. 401(K) RETIREMENT PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$109
Total income from all sources	2011-12-31	$160,218
Expenses. Total of all expenses incurred	2011-12-31	$111,519
Benefits paid (including direct rollovers)	2011-12-31	$71,528
Total plan assets at end of year	2011-12-31	$2,133,672
Total plan assets at beginning of year	2011-12-31	$2,085,082
Value of fidelity bond covering the plan	2011-12-31	$2,000,000
Total contributions received or receivable from participants	2011-12-31	$266,537
Other income received	2011-12-31	$-106,319
Net income (gross income less expenses)	2011-12-31	$48,699
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,133,672
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,084,973
Assets. Value of participant loans	2011-12-31	$82,886
Value of corrective distributions	2011-12-31	$20,732
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$19,259
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0

Form 5500 Responses for PHH INVESTMENTS, LTD. 401(K) RETIREMENT PLAN

2020: PHH INVESTMENTS, LTD. 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PHH INVESTMENTS, LTD. 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PHH INVESTMENTS, LTD. 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PHH INVESTMENTS, LTD. 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PHH INVESTMENTS, LTD. 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PHH INVESTMENTS, LTD. 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PHH INVESTMENTS, LTD. 401(K) RETIREMENT PLAN 2014 form 5500 responses
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	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
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: PHH INVESTMENTS, LTD. 401(K) RETIREMENT PLAN 2013 form 5500 responses
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
2011: PHH INVESTMENTS, LTD. 401(K) RETIREMENT PLAN 2011 form 5500 responses
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 funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PHH INVESTMENTS, LTD.
Employer identification number (EIN):	593689165
NAIC Classification:	523900

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2006-02-17
Company Identification Number:	0800615391
Legal Registered Office Address:	15725 DALLAS PKWY STE 220 ADDISON United States of America (USA) 75001