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| Plan Name | BILL NAITO COMPANY 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | BILL NAITO COMPANY |
| Employer identification number (EIN): | 930472143 |
| NAIC Classification: | 531390 |
| NAIC Description: | Other Activities Related to Real Estate |
Additional information about BILL NAITO COMPANY
| Jurisdiction of Incorporation: | Oregon Secretary of State Corporations Division |
| Incorporation Date: | 2058-01-02 |
| Company Identification Number: | 5937115 |
| Legal Registered Office Address: |
1455 SW BROADWAY STE 1500 PORTLAND United States of America (USA) 97201 |
More information about BILL NAITO COMPANY
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-07-01 | MARC FAZIO | 2024-09-02 | MARC FAZIO | 2024-09-02 |
| 001 | 2022-07-01 | MARC FAZIO | 2023-12-26 | MARC FAZIO | 2023-12-26 |
| 001 | 2021-07-01 | MARC FAZIO | 2022-09-28 | MARC FAZIO | 2022-09-28 |
| 001 | 2020-07-01 | MARC FAZIO | 2022-02-21 | MARC FAZIO | 2022-02-21 |
| 001 | 2019-07-01 | MARC FAZIO | 2021-04-08 | MARC FAZIO | 2021-04-08 |
| 001 | 2018-07-01 | MARC FAZIO | 2021-04-08 | MARC FAZIO | 2021-04-08 |
| 001 | 2017-07-01 | MARC FAZIO | 2019-02-18 | MARC FAZIO | 2019-02-18 |
| 001 | 2016-07-01 | ELIZABETH WORKMAN | 2017-11-27 | ELIZABETH WORKMAN | 2017-11-27 |
| 001 | 2015-07-01 | MARC FAZIO | 2016-10-19 | ELIZABETH WORKMAN | 2016-10-19 |
| 001 | 2014-07-01 | ELIZABETH WORKMAN | 2015-12-23 | ELIZABETH WORKMAN | 2015-12-23 |
| 001 | 2013-07-01 | ELIZABETH WORKMAN | 2014-09-15 | ELIZABETH WORKMAN | 2014-09-15 |
| 001 | 2012-07-01 | ELIZABETH WORKMANN | 2013-09-23 | ELIZABETH WORKMANN | 2013-09-23 |
| 001 | 2011-07-01 | ELIZABETH WORKMAN | 2012-09-05 | ELIZABETH WORKMAN | 2012-09-05 |
| 001 | 2010-07-01 | MARC FAZIO | 2011-09-19 | ELIZABETH WORKMAN | 2011-09-19 |
| Measure | Date | Value |
|---|---|---|
| 2025 : BILL NAITO COMPANY 401(K) PLAN 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-08-13 | 0 |
| Total liabilities as of the end of the plan year | 2025-08-13 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-08-13 | 0 |
| Total expenses incurred by plan in this plan year | 2025-08-13 | 1282 |
| Net assets as of the end of the plan year | 2025-08-13 | 1675351 |
| Total assets as of the beginning of the plan year | 2025-08-13 | 1466778 |
| Value of plan covered by a fidelity bond | 2025-08-13 | 500000 |
| Participant contributions to plan in this plan year | 2025-08-13 | 42925 |
| Value of participant loans at end of plan year | 2025-08-13 | 19138 |
| Other expenses paid from plan in this plan year | 2025-08-13 | 0 |
| Other contributions to plan in this plan year | 2025-08-13 | 0 |
| Other income to plan in this plan year | 2025-08-13 | 153199 |
| Plan net income in this plan year | 2025-08-13 | 208573 |
| Net assets as of the end of the plan year | 2025-08-13 | 1675351 |
| Net assets as of the beginning of the plan year | 2025-08-13 | 1466778 |
| Employer contributions to plan in this plan year | 2025-08-13 | 13731 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-08-13 | 173 |
| 2024 : BILL NAITO COMPANY 401(K) PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-09-02 | 0 |
| Total liabilities as of the end of the plan year | 2024-09-02 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-09-02 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-02 | 296245 |
| Net assets as of the end of the plan year | 2024-09-02 | 1466778 |
| Total assets as of the beginning of the plan year | 2024-09-02 | 1533305 |
| Value of plan covered by a fidelity bond | 2024-09-02 | 500000 |
| Participant contributions to plan in this plan year | 2024-09-02 | 36520 |
| Value of participant loans at end of plan year | 2024-09-02 | 29394 |
| Other expenses paid from plan in this plan year | 2024-09-02 | 0 |
| Other contributions to plan in this plan year | 2024-09-02 | 0 |
| Other income to plan in this plan year | 2024-09-02 | 181798 |
| Plan net income in this plan year | 2024-09-02 | -66527 |
| Net assets as of the end of the plan year | 2024-09-02 | 1466778 |
| Net assets as of the beginning of the plan year | 2024-09-02 | 1533305 |
| Value of contributions failed to transmitted timely | 2024-09-02 | 1251 |
| Employer contributions to plan in this plan year | 2024-09-02 | 11400 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-02 | 323 |
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