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NAIOP SAFE HARBOR 401(K) PSP & TRUST 401k Plan overview

Plan NameNAIOP SAFE HARBOR 401(K) PSP & TRUST
Plan identification number 001

NAIOP SAFE HARBOR 401(K) PSP & TRUST 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.
  • 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

NAIOP has sponsored the creation of one or more 401k plans.

Company Name:NAIOP
Employer identification number (EIN):042771582
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NAIOP SAFE HARBOR 401(K) PSP & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01REESA FISCHER2020-06-02 REESA FISCHER2020-06-02
0012018-01-01DAVID BEGELFER2019-04-17 DAVID BEGELFER2019-04-17
0012017-01-01DAVID BEGELFER2018-04-30 DAVID BEGELFER2018-04-30
0012016-01-01DAVID BEGELFER2017-05-19 DAVID BEGELFER2017-05-19
0012015-01-01DAVID BEGELFER2016-07-05
0012014-01-01DAVID BEGELFER2015-07-01 DAVID BEGELFER2015-07-01
0012013-01-01DAVID BEGELFER2014-07-07
0012012-01-01DAVID BEGELFER2013-05-17
0012011-01-01DAVID BEGELFER2012-05-15 DAVID BEGELFER2012-05-15
0012010-01-01DAVID BEGELFER
0012009-01-01DAVID BEGELFER
0012009-01-01 DAVID BEGELFER2010-06-15

Financial Data on NAIOP SAFE HARBOR 401(K) PSP & TRUST

Measure Date Value
2025 : NAIOP SAFE HARBOR 401(K) PSP & TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-1626250
Net assets as of the end of the plan year2025-07-161921012
Total assets as of the beginning of the plan year2025-07-161612872
Value of plan covered by a fidelity bond2025-07-16250000
Participant contributions to plan in this plan year2025-07-1658169
Other income to plan in this plan year2025-07-16212514
Plan net income in this plan year2025-07-16308140
Net assets as of the end of the plan year2025-07-161921012
Net assets as of the beginning of the plan year2025-07-161612872
Employer contributions to plan in this plan year2025-07-1663707
Fees paid to broker by Benefit Provider2025-07-164463
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-16250
2024 : NAIOP SAFE HARBOR 401(K) PSP & TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-24600332
Net assets as of the end of the plan year2024-07-241612872
Total assets as of the beginning of the plan year2024-07-241811128
Value of plan covered by a fidelity bond2024-07-24250000
Participant contributions to plan in this plan year2024-07-2453350
Other contributions to plan in this plan year2024-07-2430663
Other income to plan in this plan year2024-07-24258563
Plan net income in this plan year2024-07-24-198256
Net assets as of the end of the plan year2024-07-241612872
Net assets as of the beginning of the plan year2024-07-241811128
Employer contributions to plan in this plan year2024-07-2459500
Fees paid to broker by Benefit Provider2024-07-244226
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-24250
2022 : NAIOP SAFE HARBOR 401(K) PSP & TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-211687651
Net assets as of the end of the plan year2022-06-212083412
Total assets as of the beginning of the plan year2022-06-213337105
Value of plan covered by a fidelity bond2022-06-21350000
Participant contributions to plan in this plan year2022-06-2153952
Value of participant loans at end of plan year2022-06-212468
Other income to plan in this plan year2022-06-21328136
Plan net income in this plan year2022-06-21-1253693
Net assets as of the end of the plan year2022-06-212083412
Net assets as of the beginning of the plan year2022-06-213337105
Employer contributions to plan in this plan year2022-06-2151870
Fees paid to broker by Benefit Provider2022-06-214711
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-21140
2010 : NAIOP SAFE HARBOR 401(K) PSP & TRUST 2010 401k financial data
Total income from all sources2010-12-31$134,348
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$1,112,355
Total plan assets at beginning of year2010-12-31$978,007
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$35,243
Other income received2010-12-31$58,995
Net income (gross income less expenses)2010-12-31$134,348
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,112,355
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$978,007
Total contributions received or receivable from employer(s)2010-12-31$40,110

Form 5500 Responses for NAIOP SAFE HARBOR 401(K) PSP & TRUST

2010: NAIOP SAFE HARBOR 401(K) PSP & TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: NAIOP SAFE HARBOR 401(K) PSP & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH3036
Policy instance 1

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