IRON MOUNTAIN INCORPORATED has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE IRON MOUNTAIN COMPANIES 401(K) PLAN
Measure | Date | Value |
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2022 : THE IRON MOUNTAIN COMPANIES 401(K) PLAN 2022 401k financial data |
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Unrealized appreciation/depreciation of real estate assets | 2022-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-227,004 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-227,004 |
Total transfer of assets to this plan | 2022-12-31 | $10,579,965 |
Total transfer of assets from this plan | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $17,720 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Expenses. Interest paid | 2022-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-70,134,392 |
Total loss/gain on sale of assets | 2022-12-31 | $22,270 |
Total of all expenses incurred | 2022-12-31 | $98,568,777 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $95,921,007 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $224,891 |
Value of total corrective distributions | 2022-12-31 | $17,396 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $69,631,510 |
Value of total assets at end of year | 2022-12-31 | $651,344,944 |
Value of total assets at beginning of year | 2022-12-31 | $809,450,428 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $2,405,483 |
Total income from rents | 2022-12-31 | $0 |
Total interest from all sources | 2022-12-31 | $792,810 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $7,000,101 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $6,996,207 |
Assets. Real estate other than employer real property at end of year | 2022-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2022-12-31 | $0 |
Administrative expenses professional fees incurred | 2022-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2022-12-31 | $649 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2022-12-31 | $0 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $45,805,812 |
Participant contributions at end of year | 2022-12-31 | $15,345,451 |
Participant contributions at beginning of year | 2022-12-31 | $16,260,758 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $-869 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $2,454,625 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $7,950,682 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2022-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $17,720 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $0 |
Other income not declared elsewhere | 2022-12-31 | $853,630 |
Administrative expenses (other) incurred | 2022-12-31 | $59,349 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $0 |
Total non interest bearing cash at end of year | 2022-12-31 | $304,994 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Income. Non cash contributions | 2022-12-31 | $0 |
Value of net income/loss | 2022-12-31 | $-168,703,169 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $651,327,224 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $809,450,428 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2022-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2022-12-31 | $0 |
Investment advisory and management fees | 2022-12-31 | $224,549 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $224,963,397 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $393,272,644 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $64,365,889 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $62,524,565 |
Interest on participant loans | 2022-12-31 | $784,938 |
Income. Interest from loans (other than to participants) | 2022-12-31 | $0 |
Interest earned on other investments | 2022-12-31 | $0 |
Income. Interest from US Government securities | 2022-12-31 | $0 |
Income. Interest from corporate debt instruments | 2022-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $334,224,402 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $334,937,836 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $11,209,501 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $7,872 |
Assets. Value of investments in 103.12 investment entities at end of year | 2022-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2022-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $0 |
Asset value of US Government securities at end of year | 2022-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2022-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-91,426,352 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $1,517,147 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-58,298,504 |
Net gain/loss from 103.12 investment entities | 2022-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Assets. Invements in employer securities at end of year | 2022-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $0 |
Assets. Value of employer real property at end of year | 2022-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2022-12-31 | $0 |
Contributions received in cash from employer | 2022-12-31 | $15,875,016 |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Income. Dividends from preferred stock | 2022-12-31 | $0 |
Income. Dividends from common stock | 2022-12-31 | $3,894 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $95,921,007 |
Asset. Corporate debt instrument preferred debt at end of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2022-12-31 | $0 |
Contract administrator fees | 2022-12-31 | $2,121,585 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | Yes |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $931,530 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2022-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2022-12-31 | $0 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $1,179,823 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $1,157,553 |
Liabilities. Value of acquisition indebtedness at end of year | 2022-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2022-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | RSM US LLP |
Accountancy firm EIN | 2022-12-31 | 420714325 |
2021 : THE IRON MOUNTAIN COMPANIES 401(K) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $173,114,625 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $76,864,158 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $74,645,956 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $8,443 |
Value of total corrective distributions | 2021-12-31 | $37,668 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $61,217,785 |
Value of total assets at end of year | 2021-12-31 | $809,450,428 |
Value of total assets at beginning of year | 2021-12-31 | $713,199,961 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $2,172,091 |
Total interest from all sources | 2021-12-31 | $804,885 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $3,916,816 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $3,916,816 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $40,985,114 |
Participant contributions at end of year | 2021-12-31 | $16,260,758 |
Participant contributions at beginning of year | 2021-12-31 | $16,316,244 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $2,454,625 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $2,370,895 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $6,146,006 |
Other income not declared elsewhere | 2021-12-31 | $83,915 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $96,250,467 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $809,450,428 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $713,199,961 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $192,846 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $393,272,644 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $336,120,159 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $62,524,565 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $62,688,753 |
Interest on participant loans | 2021-12-31 | $804,885 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $334,937,836 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $295,703,910 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $69,103,243 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $1,201,843 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $36,786,138 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $14,086,665 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $74,645,956 |
Contract administrator fees | 2021-12-31 | $1,979,245 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | RSM US LLP |
Accountancy firm EIN | 2021-12-31 | 420714325 |
2020 : THE IRON MOUNTAIN COMPANIES 401(K) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $152,938,913 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $92,352,585 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $91,190,995 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $142,099 |
Value of total corrective distributions | 2020-12-31 | $16,860 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $54,955,459 |
Value of total assets at end of year | 2020-12-31 | $713,199,961 |
Value of total assets at beginning of year | 2020-12-31 | $652,613,633 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $1,002,631 |
Total interest from all sources | 2020-12-31 | $979,365 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $3,504,320 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $3,504,320 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $37,808,470 |
Participant contributions at end of year | 2020-12-31 | $16,316,244 |
Participant contributions at beginning of year | 2020-12-31 | $18,497,269 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $2,370,895 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $1,202,303 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $3,858,118 |
Other income not declared elsewhere | 2020-12-31 | $1,168,592 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $60,586,328 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $713,199,961 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $652,613,633 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $90,577 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $336,120,159 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $578,600,685 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $62,688,753 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $54,313,376 |
Interest on participant loans | 2020-12-31 | $979,365 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $295,703,910 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $90,941,017 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $1,390,160 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $13,288,871 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $91,190,995 |
Contract administrator fees | 2020-12-31 | $912,054 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | RSM US LLP |
Accountancy firm EIN | 2020-12-31 | 420714325 |
2019 : THE IRON MOUNTAIN COMPANIES 401(K) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $178,541,325 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $54,969,597 |
Total of all expenses incurred | 2019-12-31 | $54,969,597 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $52,733,616 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $52,733,616 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $145,828 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $145,828 |
Value of total corrective distributions | 2019-12-31 | $12,124 |
Value of total corrective distributions | 2019-12-31 | $12,124 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $61,098,946 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $61,098,946 |
Value of total assets at end of year | 2019-12-31 | $652,613,633 |
Value of total assets at end of year | 2019-12-31 | $652,613,633 |
Value of total assets at beginning of year | 2019-12-31 | $529,041,905 |
Value of total assets at beginning of year | 2019-12-31 | $529,041,905 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $2,078,029 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $2,078,029 |
Total interest from all sources | 2019-12-31 | $970,195 |
Total interest from all sources | 2019-12-31 | $970,195 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $8,711,390 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $8,711,390 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $8,711,390 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $8,711,390 |
Administrative expenses professional fees incurred | 2019-12-31 | $49,350 |
Administrative expenses professional fees incurred | 2019-12-31 | $49,350 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $40,127,110 |
Contributions received from participants | 2019-12-31 | $40,127,110 |
Participant contributions at end of year | 2019-12-31 | $18,497,269 |
Participant contributions at end of year | 2019-12-31 | $18,497,269 |
Participant contributions at beginning of year | 2019-12-31 | $17,242,654 |
Participant contributions at beginning of year | 2019-12-31 | $17,242,654 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $1,202,303 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $1,202,303 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $1,123,790 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $1,123,790 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $7,939,300 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $7,939,300 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $123,571,728 |
Value of net income/loss | 2019-12-31 | $123,571,728 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $652,613,633 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $652,613,633 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $529,041,905 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $529,041,905 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $88,689 |
Investment advisory and management fees | 2019-12-31 | $88,689 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $578,600,685 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $578,600,685 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $457,211,787 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $457,211,787 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $54,313,376 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $54,313,376 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $53,463,674 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $53,463,674 |
Interest on participant loans | 2019-12-31 | $970,195 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $106,397,490 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $106,397,490 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $1,363,304 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $1,363,304 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $13,032,536 |
Contributions received in cash from employer | 2019-12-31 | $13,032,536 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $52,733,616 |
Contract administrator fees | 2019-12-31 | $1,939,990 |
Contract administrator fees | 2019-12-31 | $1,939,990 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | RSM US LLP |
Accountancy firm name | 2019-12-31 | RSM US LLP |
Accountancy firm EIN | 2019-12-31 | 420714325 |
Accountancy firm EIN | 2019-12-31 | 420714325 |
2018 : THE IRON MOUNTAIN COMPANIES 401(K) PLAN 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $8,539,081 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $25,943,022 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $49,455,814 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $48,967,823 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $88,687 |
Value of total corrective distributions | 2018-12-31 | $54,463 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $53,978,872 |
Value of total assets at end of year | 2018-12-31 | $529,041,905 |
Value of total assets at beginning of year | 2018-12-31 | $544,015,616 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $344,841 |
Total interest from all sources | 2018-12-31 | $809,127 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $10,695,982 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $10,695,982 |
Administrative expenses professional fees incurred | 2018-12-31 | $47,250 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $35,694,279 |
Participant contributions at end of year | 2018-12-31 | $17,242,654 |
Participant contributions at beginning of year | 2018-12-31 | $16,087,841 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $1,123,790 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $929,053 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $6,269,121 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-23,512,792 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $529,041,905 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $544,015,616 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $65,536 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $457,211,787 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $477,915,930 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $53,463,674 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $49,082,792 |
Interest on participant loans | 2018-12-31 | $804,318 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $4,809 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-39,771,197 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $230,238 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $12,015,472 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $48,967,823 |
Contract administrator fees | 2018-12-31 | $232,055 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | RSM US LLP |
Accountancy firm EIN | 2018-12-31 | 420714325 |
2017 : THE IRON MOUNTAIN COMPANIES 401(K) PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $126,330,354 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $50,922,228 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $50,240,342 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $5,955 |
Value of total corrective distributions | 2017-12-31 | $219,592 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $45,942,352 |
Value of total assets at end of year | 2017-12-31 | $544,015,616 |
Value of total assets at beginning of year | 2017-12-31 | $468,607,490 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $456,339 |
Total interest from all sources | 2017-12-31 | $711,318 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $6,742,876 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $6,742,876 |
Administrative expenses professional fees incurred | 2017-12-31 | $43,508 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $32,702,766 |
Participant contributions at end of year | 2017-12-31 | $16,087,841 |
Participant contributions at beginning of year | 2017-12-31 | $16,137,733 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $929,053 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $817,382 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $3,323,813 |
Other income not declared elsewhere | 2017-12-31 | $-111,672 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $75,408,126 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $544,015,616 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $468,607,490 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $127,536 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $477,915,930 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $400,303,046 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $49,082,792 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $46,200,132 |
Interest on participant loans | 2017-12-31 | $711,318 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $5,149,197 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $72,259,604 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $780,908 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $4,968 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $9,915,773 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $50,240,342 |
Contract administrator fees | 2017-12-31 | $285,295 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | RSM US LLP |
Accountancy firm EIN | 2017-12-31 | 420714325 |
2016 : THE IRON MOUNTAIN COMPANIES 401(K) PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $60,515,313 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $76,159,574 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $44,340,981 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $44,033,150 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $71,743 |
Value of total corrective distributions | 2016-12-31 | $11,110 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $44,448,872 |
Value of total assets at end of year | 2016-12-31 | $468,607,490 |
Value of total assets at beginning of year | 2016-12-31 | $376,273,584 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $224,978 |
Total interest from all sources | 2016-12-31 | $618,948 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $6,191,993 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $6,191,993 |
Administrative expenses professional fees incurred | 2016-12-31 | $6,087 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $30,614,959 |
Participant contributions at end of year | 2016-12-31 | $16,137,733 |
Participant contributions at beginning of year | 2016-12-31 | $13,647,488 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $817,382 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $961,901 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $2,829,148 |
Other income not declared elsewhere | 2016-12-31 | $144,519 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $31,818,593 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $468,607,490 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $376,273,584 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $20,091 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $400,303,046 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $319,611,287 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $46,200,132 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $42,052,908 |
Interest earned on other investments | 2016-12-31 | $617,891 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $5,149,197 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $1,057 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $24,325,811 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $391,901 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $37,530 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $11,004,765 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $44,033,150 |
Contract administrator fees | 2016-12-31 | $198,800 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | RSM US LLP |
Accountancy firm EIN | 2016-12-31 | 420714325 |
2015 : THE IRON MOUNTAIN COMPANIES 401(K) PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $41,950,270 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $37,418,563 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $37,009,535 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $14,154 |
Value of total corrective distributions | 2015-12-31 | $1,928 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $40,367,818 |
Value of total assets at end of year | 2015-12-31 | $376,273,584 |
Value of total assets at beginning of year | 2015-12-31 | $371,741,877 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $392,946 |
Total interest from all sources | 2015-12-31 | $539,671 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $5,246,349 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $5,246,349 |
Administrative expenses professional fees incurred | 2015-12-31 | $38,546 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $28,731,203 |
Participant contributions at end of year | 2015-12-31 | $13,647,488 |
Participant contributions at beginning of year | 2015-12-31 | $12,396,726 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $961,901 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $892,946 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $2,480,628 |
Other income not declared elsewhere | 2015-12-31 | $68,955 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $4,531,707 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $376,273,584 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $371,741,877 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $83,376 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $319,611,287 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $317,881,737 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $42,052,908 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $40,570,468 |
Interest on participant loans | 2015-12-31 | $539,671 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-4,855,967 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $583,444 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $9,155,987 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $37,009,535 |
Contract administrator fees | 2015-12-31 | $271,024 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | RSM US LLP |
Accountancy firm EIN | 2015-12-31 | 420714325 |
2014 : THE IRON MOUNTAIN COMPANIES 401(K) PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $30,913 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $61,404,506 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $42,147,928 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $41,774,017 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $7,531 |
Value of total corrective distributions | 2014-12-31 | $2,710 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $38,364,551 |
Value of total assets at end of year | 2014-12-31 | $371,741,877 |
Value of total assets at beginning of year | 2014-12-31 | $352,454,386 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $363,670 |
Total interest from all sources | 2014-12-31 | $479,261 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $4,386,317 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $4,386,317 |
Administrative expenses professional fees incurred | 2014-12-31 | $48,645 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $28,132,532 |
Participant contributions at end of year | 2014-12-31 | $12,396,726 |
Participant contributions at beginning of year | 2014-12-31 | $10,809,381 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $892,946 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $872,997 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $1,509,468 |
Other income not declared elsewhere | 2014-12-31 | $19,949 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $19,256,578 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $371,741,877 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $352,454,386 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $63,879 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $317,881,737 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $299,179,058 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $40,570,468 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $41,592,939 |
Interest on participant loans | 2014-12-31 | $479,261 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $11 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $11 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $17,734,154 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $420,274 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $8,722,551 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $41,774,017 |
Contract administrator fees | 2014-12-31 | $251,146 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | MCGLADREY LLP |
Accountancy firm EIN | 2014-12-31 | 420714325 |
2013 : THE IRON MOUNTAIN COMPANIES 401(K) PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $319,240 |
Total income from all sources (including contributions) | 2013-12-31 | $96,040,086 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $29,475,608 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $29,138,714 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $19,574 |
Value of total corrective distributions | 2013-12-31 | $9,881 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $38,987,741 |
Value of total assets at end of year | 2013-12-31 | $352,255,694 |
Value of total assets at beginning of year | 2013-12-31 | $286,010,456 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $307,439 |
Total interest from all sources | 2013-12-31 | $431,236 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $3,527,609 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $3,527,609 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $28,109,390 |
Participant contributions at end of year | 2013-12-31 | $10,809,381 |
Participant contributions at beginning of year | 2013-12-31 | $9,600,364 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $872,997 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $831,624 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $2,212,234 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $319,240 |
Other income not declared elsewhere | 2013-12-31 | $41,373 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $66,564,478 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $352,255,694 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $285,691,216 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $83,833 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $299,179,058 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $233,480,872 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $41,394,247 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $42,097,596 |
Interest on participant loans | 2013-12-31 | $431,225 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $11 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $11 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $52,985,780 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $66,347 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $8,666,117 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $29,138,714 |
Contract administrator fees | 2013-12-31 | $223,606 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | MCGLADREY LLP |
Accountancy firm EIN | 2013-12-31 | 420714325 |
2012 : THE IRON MOUNTAIN COMPANIES 401(K) PLAN 2012 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $-4,484 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $-4,484 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $319,240 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $295,919 |
Total income from all sources (including contributions) | 2012-12-31 | $63,517,614 |
Total loss/gain on sale of assets | 2012-12-31 | $63,545 |
Total of all expenses incurred | 2012-12-31 | $28,534,723 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $28,156,423 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $35,196 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $32,951,402 |
Value of total assets at end of year | 2012-12-31 | $286,010,456 |
Value of total assets at beginning of year | 2012-12-31 | $251,004,244 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $343,104 |
Total interest from all sources | 2012-12-31 | $390,489 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $4,746,236 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $4,239,369 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $24,185,536 |
Participant contributions at end of year | 2012-12-31 | $9,600,364 |
Participant contributions at beginning of year | 2012-12-31 | $9,055,211 |
Participant contributions at end of year | 2012-12-31 | $0 |
Participant contributions at beginning of year | 2012-12-31 | $455 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $831,624 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $623,046 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $1,326,316 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $319,240 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $295,919 |
Other income not declared elsewhere | 2012-12-31 | $208,578 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $34,982,891 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $285,691,216 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $250,708,325 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $104,408 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $233,480,872 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $197,801,938 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $42,097,596 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $39,954,080 |
Interest on participant loans | 2012-12-31 | $390,420 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $235,301 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $235,301 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $69 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $23,709,415 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $1,452,433 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Assets. Invements in employer securities at end of year | 2012-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2012-12-31 | $3,334,008 |
Contributions received in cash from employer | 2012-12-31 | $7,439,550 |
Employer contributions (assets) at end of year | 2012-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $205 |
Income. Dividends from common stock | 2012-12-31 | $506,867 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $28,156,423 |
Contract administrator fees | 2012-12-31 | $238,696 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $3,993,960 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $3,930,415 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | MCGLADREY LLP |
Accountancy firm EIN | 2012-12-31 | 420714325 |
2011 : THE IRON MOUNTAIN COMPANIES 401(K) PLAN 2011 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $610,228 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $610,228 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $295,919 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $632,880 |
Total income from all sources (including contributions) | 2011-12-31 | $33,307,673 |
Total loss/gain on sale of assets | 2011-12-31 | $44,466 |
Total of all expenses incurred | 2011-12-31 | $42,153,756 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $41,685,011 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $11,804 |
Value of total corrective distributions | 2011-12-31 | $313,470 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $33,447,823 |
Value of total assets at end of year | 2011-12-31 | $251,004,244 |
Value of total assets at beginning of year | 2011-12-31 | $260,187,288 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $143,471 |
Total interest from all sources | 2011-12-31 | $407,960 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $3,316,344 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $3,215,043 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $25,358,725 |
Participant contributions at end of year | 2011-12-31 | $9,055,211 |
Participant contributions at beginning of year | 2011-12-31 | $9,052,081 |
Participant contributions at end of year | 2011-12-31 | $455 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $623,046 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $731,425 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $1,006,959 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $295,919 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $632,880 |
Other income not declared elsewhere | 2011-12-31 | $-108,378 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-8,846,083 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $250,708,325 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $259,554,408 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $2,621 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $197,801,938 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $209,465,899 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $39,954,080 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $37,976,498 |
Interest on participant loans | 2011-12-31 | $407,943 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $235,301 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $153,937 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $153,937 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $17 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-5,308,660 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $897,890 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Assets. Invements in employer securities at end of year | 2011-12-31 | $3,334,008 |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $2,807,448 |
Contributions received in cash from employer | 2011-12-31 | $7,082,139 |
Employer contributions (assets) at end of year | 2011-12-31 | $205 |
Income. Dividends from common stock | 2011-12-31 | $101,301 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $41,685,011 |
Contract administrator fees | 2011-12-31 | $140,850 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $214,184 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $169,718 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | DELOITTE & TOUCHE LLP |
Accountancy firm EIN | 2011-12-31 | 133891517 |
2010 : THE IRON MOUNTAIN COMPANIES 401(K) PLAN 2010 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $235,901 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $235,901 |
Total transfer of assets to this plan | 2010-12-31 | $5,852,578 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $632,880 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $903,034 |
Total income from all sources (including contributions) | 2010-12-31 | $62,365,701 |
Total loss/gain on sale of assets | 2010-12-31 | $-1,516 |
Total of all expenses incurred | 2010-12-31 | $24,383,915 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $23,581,411 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $6,516 |
Value of total corrective distributions | 2010-12-31 | $642,820 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $36,186,730 |
Value of total assets at end of year | 2010-12-31 | $260,187,288 |
Value of total assets at beginning of year | 2010-12-31 | $216,623,078 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $153,168 |
Total interest from all sources | 2010-12-31 | $436,742 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $2,856,058 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $2,815,112 |
Administrative expenses professional fees incurred | 2010-12-31 | $0 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $26,672,772 |
Participant contributions at end of year | 2010-12-31 | $9,052,081 |
Participant contributions at beginning of year | 2010-12-31 | $8,494,295 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $731,425 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $824,223 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $1,646,898 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $632,880 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $903,034 |
Other income not declared elsewhere | 2010-12-31 | $-92,798 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $37,981,786 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $259,554,408 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $215,720,044 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $14,218 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $209,465,899 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $170,621,977 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $37,976,498 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $34,367,929 |
Interest on participant loans | 2010-12-31 | $436,725 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $153,937 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $116,334 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $116,334 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $17 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $21,897,418 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $847,166 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Assets. Invements in employer securities at end of year | 2010-12-31 | $2,807,448 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $2,198,320 |
Contributions received in cash from employer | 2010-12-31 | $7,867,060 |
Income. Dividends from common stock | 2010-12-31 | $40,946 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $23,581,411 |
Contract administrator fees | 2010-12-31 | $138,950 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $98,207 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $99,723 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | DELOITTE & TOUCHE LLP |
Accountancy firm EIN | 2010-12-31 | 133891517 |