Storage Cap Leasing LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Storage Cap Leasing LLC)
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, Storage Cap Leasing LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Storage Cap Leasing LLC under EIN 82-4128883 and plan number 001. The latest loaded filing year is 2023. The filing reports 301 participants and $3,515,285 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Storage Cap Leasing LLC
- EIN
- 82-4128883
- Plan number
- 001
- Plan type
- 2
- Location
- Winter Garden, FL
- Latest filing year
- 2023
- Participants
- 301
- End-of-year plan assets
- $3,515,285
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 301 | H, C | 20241015143039NAL0016629715001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,515,285
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,515,285
- Net assets (BOY)
- $1,458,165
Income & contributions
- Employer contributions
- $464,559
- Participant contributions
- $746,074
- Total contributions
- $2,257,204
- Total income / additions
- $2,611,172
Expenses & distributions
- Benefits paid
- $530,668
- Administrative expenses
- $23,384
- Total expenses
- $554,052
- Net increase / (decrease)
- $2,057,120
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Levelized Compensation Advisor | INVESTMENT ADVISORY | $11,672 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $10,595 | not reported in the loaded dataset | 2023 |