2023 Form 5500 filing — Cubesmart, L.P. 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240712131846NAL0028433616001) for Cubesmart, L.P. 401(K) Plan, reported by Cubesmart, L.P. under EIN 34-1837021 and plan number 001. It reports 3,202 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$47.3MReported net assets$47,267,545
Participants3.2K3,202
Provider compensation$224.7K2 Schedule C row(s)$224,666
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240712131846NAL0028433616001
Plan sponsor
Cubesmart, L.P.
EIN
34-1837021
Plan number
001
Location
Malvern, PA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$47.3M total assets
Net assets$47.3MLiabilities$0
Money in vs. money out
Total income / additions$14.7M
Total expenses$5.2M
Benefits paid / distributions$5M
Contributions
Employer$1.7M
Participant$4.8M
Full reported line items
Total assets (EOY)
$47,267,545
Total liabilities (EOY)
$0
Net assets (EOY)
$47,267,545
Employer contributions
$1,733,772
Participant contributions
$4,792,429
Total income / additions
$14,691,389
Benefits paid
$4,971,279
Administrative expenses
$219,797
Total expenses
$5,191,076
Net increase / (decrease)
$9,500,313
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $189.7K · Indirect $0
  2. 2
    NONE · Direct $35K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240712131846NAL0028433616001 cover?
It is the 2023 Form 5500 filing for Cubesmart, L.P. 401(K) Plan, reported by Cubesmart, L.P. (EIN 34-1837021).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages