Metro Mini Storage Retirement Plan — Form 5500 plan (Metro Mini Storage)
Plain-English plan 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, Metro Mini Storage Retirement Plan is a benefit plan reported by Metro Mini Storage under EIN 63-0876674 and plan number 001. The latest loaded filing year is 2023. The filing reports 338 participants and $7,253,185 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Metro Mini Storage
- EIN
- 63-0876674
- Plan number
- 001
- Plan type
- 2
- Location
- Pelham, AL
- Latest filing year
- 2023
- Participants
- 338
- End-of-year plan assets
- $7,253,185
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 338 | H, C | 20241011114016NAL0022676385001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,253,185
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,253,185
- Net assets (BOY)
- $5,934,339
Income & contributions
- Employer contributions
- $390,904
- Participant contributions
- $556,243
- Total contributions
- $956,765
- Total income / additions
- $1,997,184
Expenses & distributions
- Benefits paid
- $617,864
- Administrative expenses
- $37,288
- Total expenses
- $678,338
- Net increase / (decrease)
- $1,318,846
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $21,562 | $0 | 2023 |
| Nbc Securities, Inc. | INVESTMENT/FINANCIAL ADVI | $15,726 | $0 | 2023 |