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ROUTE 66, LLC 401(K) PLAN 401k Plan overview

Plan NameROUTE 66, LLC 401(K) PLAN
Plan identification number 001

ROUTE 66, LLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ROUTE 66 SELF STORAGE, LLC has sponsored the creation of one or more 401k plans.

Company Name:ROUTE 66 SELF STORAGE, LLC
Employer identification number (EIN):331039606
NAIC Classification:531130
NAIC Description:Lessors of Miniwarehouses and Self-Storage Units

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROUTE 66, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BILL FOX2024-06-05
0012022-01-01WILLIAM FOX2023-05-31
0012021-01-01WILLIAM FOX2022-08-02
0012020-01-01WILLIAM FOX2021-02-17 WILLIAM FOX2021-02-17
0012019-01-01WILLIAM FOX2020-06-22 WILLIAM FOX2020-06-22
0012018-01-01WILLIAM FOX2019-08-16 WILLIAM FOX2019-08-16
0012017-01-01WILLIAM FOX2018-07-24 WILLIAM FOX2018-07-24
0012016-01-01WILLIAM FOX2017-05-03 WILLIAM FOX2017-05-03

Plan Statistics for ROUTE 66, LLC 401(K) PLAN

401k plan membership statisitcs for ROUTE 66, LLC 401(K) PLAN

Measure Date Value
2025: ROUTE 66, LLC 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-02-257
Total number of particpants at end of year2025-02-257
Number of Participants With Account Balances2025-02-257
2024: ROUTE 66, LLC 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-058
Total number of particpants at end of year2024-06-057
Number of Participants With Account Balances2024-06-057
2022: ROUTE 66, LLC 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-08-028
Total number of particpants at end of year2022-08-028
Number of Participants With Account Balances2022-08-028

Financial Data on ROUTE 66, LLC 401(K) PLAN

Measure Date Value
2025 : ROUTE 66, LLC 401(K) PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-02-250
Total liabilities as of the beginning of the plan year2025-02-250
Total expenses incurred by plan in this plan year2025-02-252808
Net assets as of the end of the plan year2025-02-251243350
Total assets as of the beginning of the plan year2025-02-25955593
Value of plan covered by a fidelity bond2025-02-25250000
Participant contributions to plan in this plan year2025-02-2580300
Other income to plan in this plan year2025-02-2592900
Plan net income in this plan year2025-02-25287757
Net assets as of the end of the plan year2025-02-251243350
Net assets as of the beginning of the plan year2025-02-25955593
Employer contributions to plan in this plan year2025-02-25117365
Expensese paid to adminstrative service provicers from plan in this plan year2025-02-252808
2024 : ROUTE 66, LLC 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-050
Total liabilities as of the end of the plan year2024-06-050
Total liabilities as of the beginning of the plan year2024-06-050
Total expenses incurred by plan in this plan year2024-06-056843
Net assets as of the end of the plan year2024-06-05955593
Total assets as of the beginning of the plan year2024-06-05720757
Value of plan covered by a fidelity bond2024-06-05250000
Participant contributions to plan in this plan year2024-06-0572750
Other expenses paid from plan in this plan year2024-06-052190
Other contributions to plan in this plan year2024-06-050
Other income to plan in this plan year2024-06-05137104
Plan net income in this plan year2024-06-05234836
Net assets as of the end of the plan year2024-06-05955593
Net assets as of the beginning of the plan year2024-06-05720757
Employer contributions to plan in this plan year2024-06-0531825
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-050
2022 : ROUTE 66, LLC 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-08-020
Total liabilities as of the end of the plan year2022-08-020
Total liabilities as of the beginning of the plan year2022-08-020
Total expenses incurred by plan in this plan year2022-08-021521
Net assets as of the end of the plan year2022-08-02745403
Total assets as of the beginning of the plan year2022-08-02573321
Value of plan covered by a fidelity bond2022-08-02120000
Participant contributions to plan in this plan year2022-08-0261000
Other contributions to plan in this plan year2022-08-020
Other income to plan in this plan year2022-08-0281486
Plan net income in this plan year2022-08-02172082
Net assets as of the end of the plan year2022-08-02745403
Net assets as of the beginning of the plan year2022-08-02573321
Employer contributions to plan in this plan year2022-08-0231117
Expensese paid to adminstrative service provicers from plan in this plan year2022-08-021521

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