2023 Form 5500 filing — Smartstop Storage Advisors 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 20241016115858NAL0052985360001) for Smartstop Storage Advisors 401(K) Plan, reported by Smartstop Storage Advisors, LLC under EIN 83-4447046 and plan number 001. It reports 406 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)$8.8MReported net assets$8,814,616
Participants406
Provider compensation$48.7K2 Schedule C row(s)$48,666
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241016115858NAL0052985360001
- Plan sponsor
- Smartstop Storage Advisors, LLC
- EIN
- 83-4447046
- Plan number
- 001
- Location
- Ladera Ranch, CA
- Received date
- not reported in the loaded dataset
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)$8.8M total assets
Net assets$8.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $8,814,616
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,814,616
- Employer contributions
- $496,611
- Participant contributions
- $1,092,244
- Total income / additions
- $3,013,870
- Benefits paid
- $213,671
- Administrative expenses
- $48,939
- Total expenses
- $262,610
- Net increase / (decrease)
- $2,751,260
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $24,718 | $0 |
| Burnham Gibson Wealth Advisors LLC | ADVISOR | $23,948 | not reported in the loaded dataset |