401k Plan data: HIXSON NAGATANI, LLP 401(K) PLAN plan

HIXSON NAGATANI, LLP 401(K) PLAN 401k Plan overview

Plan Name	HIXSON NAGATANI, LLP 401(K) PLAN
Plan identification number	001

HIXSON NAGATANI, LLP 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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.
Plan covering Self-Employed individuals.
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

HIXSON NAGATANI LLP has sponsored the creation of one or more 401k plans.

Company Name: HIXSON NAGATANI LLP

Employer identification number (EIN): 263430946

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HIXSON NAGATANI, LLP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 BRIAN NAGATANI 2024-06-13 BRIAN NAGATANI 2024-06-13
001 2022-01-01 BRIAN NAGATANI 2023-06-14 BRIAN NAGATANI 2023-06-14
001 2021-01-01 BRIAN NAGATANI 2022-06-14 BRIAN NAGATANI 2022-06-14
001 2020-01-01 BRIAN NAGATANI 2021-06-10
001 2019-01-01 BRIAN NAGATANI 2020-06-12 BRIAN NAGATANI 2020-06-12
001 2018-01-01 BRIAN NAGATANI 2019-06-12 BRIAN NAGATANI 2019-06-12
001 2017-01-01 BRIAN NAGATANI 2018-06-13 BRIAN NAGATANI 2018-06-13
001 2016-01-01 BRIAN NAGATANI 2017-06-14 BRIAN NAGATANI 2017-06-14
001 2015-01-01 BRIAN K. NAGATANI
001 2014-01-01 YAHAIRA ORTIZ
001 2013-01-01 BRIAN NAGATANI
001 2012-01-01 BRIAN K. NAGATANI BRIAN K. NAGATANI 2013-06-26
001 2011-01-01 BRIAN K. NAGATANI
001 2009-01-01 BRIAN NAGATANI 2010-07-07
001 2009-01-01 BRIAN NAGATANI BRIAN NAGATANI 2010-07-07

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	BRIAN NAGATANI	2024-06-13	BRIAN NAGATANI	2024-06-13
001	2022-01-01	BRIAN NAGATANI	2023-06-14	BRIAN NAGATANI	2023-06-14
001	2021-01-01	BRIAN NAGATANI	2022-06-14	BRIAN NAGATANI	2022-06-14
001	2020-01-01	BRIAN NAGATANI	2021-06-10
001	2019-01-01	BRIAN NAGATANI	2020-06-12	BRIAN NAGATANI	2020-06-12
001	2018-01-01	BRIAN NAGATANI	2019-06-12	BRIAN NAGATANI	2019-06-12
001	2017-01-01	BRIAN NAGATANI	2018-06-13	BRIAN NAGATANI	2018-06-13
001	2016-01-01	BRIAN NAGATANI	2017-06-14	BRIAN NAGATANI	2017-06-14
001	2015-01-01	BRIAN K. NAGATANI
001	2014-01-01	YAHAIRA ORTIZ
001	2013-01-01	BRIAN NAGATANI
001	2012-01-01	BRIAN K. NAGATANI		BRIAN K. NAGATANI	2013-06-26
001	2011-01-01	BRIAN K. NAGATANI
001	2009-01-01			BRIAN NAGATANI	2010-07-07
001	2009-01-01	BRIAN NAGATANI		BRIAN NAGATANI	2010-07-07

Plan Statistics for HIXSON NAGATANI, LLP 401(K) PLAN

401k plan membership statisitcs for HIXSON NAGATANI, LLP 401(K) PLAN

Measure Date Value
2015: HIXSON NAGATANI, LLP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
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 0
Total of all active and inactive participants 2015-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 4
Number of participants with account balances 2015-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: HIXSON NAGATANI, LLP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
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 0
Total of all active and inactive participants 2014-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 4
Number of participants with account balances 2014-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: HIXSON NAGATANI, LLP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
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 0
Total of all active and inactive participants 2013-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 3
Number of participants with account balances 2013-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: HIXSON NAGATANI, LLP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: HIXSON NAGATANI, LLP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
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 0
Total of all active and inactive participants 2011-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 3
Number of participants with account balances 2011-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: HIXSON NAGATANI, LLP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 2
Number of participants with account balances 2009-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: HIXSON NAGATANI, LLP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
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	0
Total of all active and inactive participants	2015-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	4
Number of participants with account balances	2015-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: HIXSON NAGATANI, LLP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
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	0
Total of all active and inactive participants	2014-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	4
Number of participants with account balances	2014-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: HIXSON NAGATANI, LLP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
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	0
Total of all active and inactive participants	2013-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	3
Number of participants with account balances	2013-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: HIXSON NAGATANI, LLP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: HIXSON NAGATANI, LLP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
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	0
Total of all active and inactive participants	2011-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	3
Number of participants with account balances	2011-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: HIXSON NAGATANI, LLP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	2
Number of participants with account balances	2009-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on HIXSON NAGATANI, LLP 401(K) PLAN

Measure	Date	Value
2015 : HIXSON NAGATANI, LLP 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$114,841
Expenses. Total of all expenses incurred	2015-12-31	$237
Total plan assets at end of year	2015-12-31	$1,063,730
Total plan assets at beginning of year	2015-12-31	$949,126
Value of fidelity bond covering the plan	2015-12-31	$25,000
Total contributions received or receivable from participants	2015-12-31	$57,019
Other income received	2015-12-31	$-30,128
Net income (gross income less expenses)	2015-12-31	$114,604
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,063,730
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$949,126
Total contributions received or receivable from employer(s)	2015-12-31	$87,950
Value of corrective distributions	2015-12-31	$237
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : HIXSON NAGATANI, LLP 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$285,832
Expenses. Total of all expenses incurred	2014-12-31	$2,322
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$949,126
Total plan assets at beginning of year	2014-12-31	$665,616
Total contributions received or receivable from participants	2014-12-31	$55,446
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$132,747
Net income (gross income less expenses)	2014-12-31	$283,510
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$949,126
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$665,616
Assets. Value of participant loans	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$97,639
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$2,322
2013 : HIXSON NAGATANI, LLP 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$217,624
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$665,616
Total plan assets at beginning of year	2013-12-31	$447,992
Total contributions received or receivable from participants	2013-12-31	$37,872
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	$103,380
Net income (gross income less expenses)	2013-12-31	$217,624
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$665,616
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$447,992
Assets. Value of participant loans	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$76,372
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
2012 : HIXSON NAGATANI, LLP 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$158,611
Expenses. Total of all expenses incurred	2012-12-31	$0
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$447,992
Total plan assets at beginning of year	2012-12-31	$289,381
Value of fidelity bond covering the plan	2012-12-31	$25,000
Total contributions received or receivable from participants	2012-12-31	$37,309
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$48,172
Net income (gross income less expenses)	2012-12-31	$158,611
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$447,992
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$289,381
Assets. Value of participant loans	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$73,130
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
2011 : HIXSON NAGATANI, LLP 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$104,067
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$289,381
Total plan assets at beginning of year	2011-12-31	$185,313
Value of fidelity bond covering the plan	2011-12-31	$25,000
Total contributions received or receivable from participants	2011-12-31	$36,009
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-3,562
Net income (gross income less expenses)	2011-12-31	$104,067
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$289,381
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$185,313
Assets. Value of participant loans	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$71,620
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
2010 : HIXSON NAGATANI, LLP 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$130,007
Expenses. Total of all expenses incurred	2010-12-31	$0
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$185,313
Total plan assets at beginning of year	2010-12-31	$55,306
Value of fidelity bond covering the plan	2010-12-31	$25,000
Total contributions received or receivable from participants	2010-12-31	$35,431
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$22,963
Net income (gross income less expenses)	2010-12-31	$130,007
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$185,313
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$55,306
Assets. Value of participant loans	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$71,613
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0

Form 5500 Responses for HIXSON NAGATANI, LLP 401(K) PLAN

2015: HIXSON NAGATANI, LLP 401(K) 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: HIXSON NAGATANI, LLP 401(K) 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: HIXSON NAGATANI, LLP 401(K) 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
2012: HIXSON NAGATANI, LLP 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: HIXSON NAGATANI, LLP 401(K) 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 is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: HIXSON NAGATANI, LLP 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	HIXSON NAGATANI LLP
Employer identification number (EIN):	263430946
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers