Plan5500

Storage Deluxe Mgt LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Storage Deluxe Mgt LLC (EIN 52-2268553) is a plan sponsor located in New York, NY with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
52-2268553
Location
New York, NY
Loaded plans
4
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Storage Deluxe Mgt LLC

  • 4 loaded plans hold $7.9M in reported assets.
  • The largest, Uovo Management LLC And Storage Deluxe Management LLC 401 (K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,053 reported participants.
  • 1 of 4 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$7.9MSummed across loaded plans$7,854,385
Total reported assets$7.9M$7,854,385
Total reported participants1.1K1,053
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$7.9M total assets
Net assets$7.9MLiabilities$0
Contributions & income
Employer contributions$673.2K
Participant contributions$1.4M
Total income / additions$3.5M
Expenses & distributions
Benefits paid / distributions$257.5K
Total expenses$334.9K
Net increase / (decrease)$3.2M

Data coverage

Plans with financial statements1 / 4 (25%)
Plans with provider compensation1 / 4 (25%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Uovo Management LLC And Storage Deluxe Management LLC 401 (K) Plan
Participants per plan263Average across loaded plans
Loaded plans4
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Uovo Management LLC And Storage Deluxe Management LLC 401 (K) Plan$7.9M
    Plan #002 · 261 participants · 2023
  2. 2
    Storage Deluxe Life And Ltdnot reported in the loaded dataset
    Plan #501 · 289 participants · 2023
  3. 3
    Storage Deluxe Medicalnot reported in the loaded dataset
    Plan #502 · 261 participants · 2023
  4. 4
    Storage Deluxe Dental And Visionnot reported in the loaded dataset
    Plan #503 · 242 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Storage Deluxe Mgt LLC. Open one for its full reported snapshot.

  1. 2023
    Uovo Management LLC And Storage Deluxe Management LLC 401 (K) Plan261 participants · 2Sch HSch C
    View filing →
  2. 2023
    Storage Deluxe Life And Ltd289 participants · 2No schedules
    View filing →
  3. 2023
    Storage Deluxe Medical261 participants · 2No schedules
    View filing →
  4. 2023
    Storage Deluxe Dental And Vision242 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Storage Deluxe Mgt LLC report on Form 5500?
Storage Deluxe Mgt LLC (EIN 52-2268553) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Storage Deluxe Mgt LLC?
The Employer Identification Number (EIN) reported for Storage Deluxe Mgt LLC is 52-2268553.
What is the latest Form 5500 filing year for Storage Deluxe Mgt LLC?
The latest loaded Form 5500 filing year for Storage Deluxe Mgt LLC is 2023.

Related Form 5500 pages