2023 Form 5500 filing — Storage Cap Leasing LLC 401(K) Profit Sharing Plan & Trust
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 20241015143039NAL0016629715001) for Storage Cap Leasing LLC 401(K) Profit Sharing Plan & Trust, reported by Storage Cap Leasing LLC under EIN 82-4128883 and plan number 001. It reports 301 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015143039NAL0016629715001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Storage Cap Leasing LLC
- EIN
- 82-4128883
- Plan number
- 001
- Location
- Winter Garden, FL
- Participants
- 301
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,515,285
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,515,285
- Employer contributions
- $464,559
- Participant contributions
- $746,074
- Total income / additions
- $2,611,172
- Benefits paid
- $530,668
- Administrative expenses
- $23,384
- Total expenses
- $554,052
- Net increase / (decrease)
- $2,057,120
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Levelized Compensation Advisor | INVESTMENT ADVISORY | $11,672 | not reported in the loaded dataset |
| Paychex, Inc. | RECORDKEEPER | $10,595 | not reported in the loaded dataset |