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NAREIT 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameNAREIT 401(K) RETIREMENT PLAN
Plan identification number 001

NAREIT 401(K) RETIREMENT PLAN 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.
  • 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

NATIONAL ASSOCIATION OF REAL ESTATE INVESTMENT TRUSTS, INC. has sponsored the creation of one or more 401k plans.

Company Name:NATIONAL ASSOCIATION OF REAL ESTATE INVESTMENT TRUSTS, INC.
Employer identification number (EIN):273586050
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NAREIT 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01VICTOR DRISTAS2024-07-25
0012022-01-01VICTOR DRISTAS2023-09-07
0012021-01-01VICTOR DRISTAS2022-07-18
0012020-01-01SHELDON GRONER2021-09-07
0012019-01-01SHELDON GRONER2020-07-15
0012018-01-01SHELDON GRONER2019-07-17
0012017-01-01SHELDON GRONER2018-06-01
0012016-01-01SHELDON GRONER2017-07-20
0012015-01-01SHELDON GRONER2016-09-29
0012014-01-01VICTOR DRISTAS2015-10-12
0012013-01-01VICTOR DRISTAS2014-10-06
0012012-01-01VICTOR DRISTAS2013-09-23
0012011-01-01VICTOR DRISTAS2012-09-19
0012010-01-01VICTOR DRISTAS

Financial Data on NAREIT 401(K) RETIREMENT PLAN

Measure Date Value
2025 : NAREIT 401(K) RETIREMENT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-150
Total liabilities as of the end of the plan year2025-07-150
Total liabilities as of the beginning of the plan year2025-07-150
Total expenses incurred by plan in this plan year2025-07-151040612
Net assets as of the end of the plan year2025-07-1522915041
Total assets as of the beginning of the plan year2025-07-1519886329
Value of plan covered by a fidelity bond2025-07-1510000000
Participant contributions to plan in this plan year2025-07-15864277
Value of participant loans at end of plan year2025-07-1596021
Other expenses paid from plan in this plan year2025-07-150
Other contributions to plan in this plan year2025-07-150
Other income to plan in this plan year2025-07-152565264
Plan net income in this plan year2025-07-153028712
Net assets as of the end of the plan year2025-07-1522915041
Net assets as of the beginning of the plan year2025-07-1519886329
Employer contributions to plan in this plan year2025-07-15639783
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-153667
2024 : NAREIT 401(K) RETIREMENT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-250
Total liabilities as of the end of the plan year2024-07-250
Total liabilities as of the beginning of the plan year2024-07-250
Total expenses incurred by plan in this plan year2024-07-25183547
Net assets as of the end of the plan year2024-07-2519886329
Total assets as of the beginning of the plan year2024-07-2516022808
Value of plan covered by a fidelity bond2024-07-2510000000
Participant contributions to plan in this plan year2024-07-25846033
Value of participant loans at end of plan year2024-07-2582519
Other expenses paid from plan in this plan year2024-07-250
Other contributions to plan in this plan year2024-07-250
Other income to plan in this plan year2024-07-252594432
Plan net income in this plan year2024-07-253863521
Net assets as of the end of the plan year2024-07-2519886329
Net assets as of the beginning of the plan year2024-07-2516022808
Employer contributions to plan in this plan year2024-07-25606603
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-253851
2022 : NAREIT 401(K) RETIREMENT PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-180
Total liabilities as of the end of the plan year2022-07-180
Total liabilities as of the beginning of the plan year2022-07-180
Total expenses incurred by plan in this plan year2022-07-181454071
Net assets as of the end of the plan year2022-07-1819674517
Total assets as of the beginning of the plan year2022-07-1817074385
Value of plan covered by a fidelity bond2022-07-1810000000
Participant contributions to plan in this plan year2022-07-18672156
Value of participant loans at end of plan year2022-07-18125502
Other expenses paid from plan in this plan year2022-07-180
Other contributions to plan in this plan year2022-07-1899200
Other income to plan in this plan year2022-07-182703240
Plan net income in this plan year2022-07-182600132
Net assets as of the end of the plan year2022-07-1819674517
Net assets as of the beginning of the plan year2022-07-1817074385
Employer contributions to plan in this plan year2022-07-18579607
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-1810528
2010 : NAREIT 401(K) RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$1,237,334
Expenses. Total of all expenses incurred2010-12-31$1,363,768
Benefits paid (including direct rollovers)2010-12-31$1,363,533
Total plan assets at end of year2010-12-31$3,745,347
Total plan assets at beginning of year2010-12-31$3,871,781
Value of fidelity bond covering the plan2010-12-31$5,000,000
Total contributions received or receivable from participants2010-12-31$300,288
Other income received2010-12-31$651,100
Net income (gross income less expenses)2010-12-31$-126,434
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,745,347
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,871,781
Assets. Value of participant loans2010-12-31$96,065
Total contributions received or receivable from employer(s)2010-12-31$285,946
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$235

Form 5500 Responses for NAREIT 401(K) RETIREMENT PLAN

2010: NAREIT 401(K) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
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

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHX141
Policy instance 1

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