2023 Form 5500 filing — Metro Mini Storage Retirement 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 20241011114016NAL0022676385001) for Metro Mini Storage Retirement Plan, reported by Metro Mini Storage under EIN 63-0876674 and plan number 001. It reports 338 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011114016NAL0022676385001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Metro Mini Storage
- EIN
- 63-0876674
- Plan number
- 001
- Location
- Pelham, AL
- Participants
- 338
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,253,185
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,253,185
- Employer contributions
- $390,904
- Participant contributions
- $556,243
- Total income / additions
- $1,997,184
- Benefits paid
- $617,864
- Administrative expenses
- $37,288
- Total expenses
- $678,338
- Net increase / (decrease)
- $1,318,846
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $21,562 | $0 |
| Nbc Securities, Inc. | INVESTMENT/FINANCIAL ADVI | $15,726 | $0 |