Plan5500

National Storage Affiliates Trust — 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, National Storage Affiliates Trust (EIN 80-0895356) is a plan sponsor located in Greenwood Village, CO with 2 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
80-0895356
Location
Greenwood Village, CO
Loaded plans
3
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 National Storage Affiliates Trust

  • 3 loaded plans hold $6.8M in reported assets.
  • The largest, National Storage Affiliates 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,970 reported participants.
  • 1 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$6.8MSummed across loaded plans$6,849,148
Total reported assets$6.8M$6,849,148
Total reported participants2K1,970
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$6.8M total assets
Net assets$6.8MLiabilities$0
Contributions & income
Employer contributions$428.8K
Participant contributions$1M
Total income / additions$2.4M
Expenses & distributions
Benefits paid / distributions$770K
Total expenses$771.7K
Net increase / (decrease)$1.6M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

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%National Storage Affiliates 401(K) Plan
Participants per plan657Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    National Storage Affiliates 401(K) Plan$6.8M
    Plan #002 · 873 participants · 2023
  2. 2
    National Storage Affiliates Trustnot reported in the loaded dataset
    Plan #502 · 975 participants · 2023
  3. 3
    National Storage Affiliates Trustnot reported in the loaded dataset
    Plan #501 · 122 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 National Storage Affiliates Trust. Open one for its full reported snapshot.

  1. 2023
    National Storage Affiliates Trust122 participants · 2No schedules
    View filing →
  2. 2023
    National Storage Affiliates 401(K) Plan873 participants · 2Sch HSch C
    View filing →
  3. 2023
    National Storage Affiliates Trust975 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does National Storage Affiliates Trust report on Form 5500?
National Storage Affiliates Trust (EIN 80-0895356) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for National Storage Affiliates Trust?
The Employer Identification Number (EIN) reported for National Storage Affiliates Trust is 80-0895356.
What is the latest Form 5500 filing year for National Storage Affiliates Trust?
The latest loaded Form 5500 filing year for National Storage Affiliates Trust is 2023.

Related Form 5500 pages