Smartstop Storage Advisors 401(K) Plan — Form 5500 plan (Smartstop Storage Advisors, 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, Smartstop Storage Advisors 401(K) Plan is a benefit plan reported by Smartstop Storage Advisors, LLC under EIN 83-4447046 and plan number 001. The latest loaded filing year is 2023. The filing reports 406 participants and $8,814,616 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Smartstop Storage Advisors, LLC
EIN
83-4447046
Plan number
001
Plan type
2
Location
Ladera Ranch, CA
Latest filing year
2023
Participants
406
End-of-year plan assets
$8,814,616

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023406H, C20241016115858NAL0052985360001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,814,616
Total liabilities (EOY)
$0
Net assets (EOY)
$8,814,616
Net assets (BOY)
$6,063,356

Income & contributions

Employer contributions
$496,611
Participant contributions
$1,092,244
Total contributions
$1,698,186
Total income / additions
$3,013,870

Expenses & distributions

Benefits paid
$213,671
Administrative expenses
$48,939
Total expenses
$262,610
Net increase / (decrease)
$2,751,260

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$24,718$02023
Burnham Gibson Wealth Advisors LLCADVISOR$23,948not reported in the loaded dataset2023

Related Form 5500 pages