401k Plan data: STORAGE ASSET MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN plan

STORAGE ASSET MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	STORAGE ASSET MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

STORAGE ASSET MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

STORAGE ASSET MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.

Company Name: STORAGE ASSET MANAGEMENT, LLC

Employer identification number (EIN): 272449301

NAIC Classification: 531130
NAIC Description: Lessors of Miniwarehouses and Self-Storage Units

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STORAGE ASSET MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 JAY HOKE 2019-03-08 JAY HOKE 2019-03-08
001 2017-01-01 JAY HOKE 2018-03-14 JAY HOKE 2018-03-14
001 2016-01-01 JAY HOKE 2017-03-20 JAY HOKE 2017-03-20
001 2015-01-01 JAY HOKE 2016-03-01 JAY HOKE 2016-03-01
001 2014-01-01 JAY HOKE 2015-03-23 JAY HOKE 2015-03-23
001 2013-01-01 JAY HOKE 2014-03-07 JAY HOKE 2014-03-07
001 2012-01-01 JAY HOKE 2013-02-19 JAY HOKE 2013-02-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	JAY HOKE	2019-03-08	JAY HOKE	2019-03-08
001	2017-01-01	JAY HOKE	2018-03-14	JAY HOKE	2018-03-14
001	2016-01-01	JAY HOKE	2017-03-20	JAY HOKE	2017-03-20
001	2015-01-01	JAY HOKE	2016-03-01	JAY HOKE	2016-03-01
001	2014-01-01	JAY HOKE	2015-03-23	JAY HOKE	2015-03-23
001	2013-01-01	JAY HOKE	2014-03-07	JAY HOKE	2014-03-07
001	2012-01-01	JAY HOKE	2013-02-19	JAY HOKE	2013-02-19

Plan Statistics for STORAGE ASSET MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for STORAGE ASSET MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: STORAGE ASSET MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 574
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 545
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 76
Total of all active and inactive participants 2022-01-01 621
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 621
Number of participants with account balances 2022-01-01 331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: STORAGE ASSET MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 361
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 285
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 66
Total of all active and inactive participants 2021-01-01 351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 351
Number of participants with account balances 2021-01-01 228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: STORAGE ASSET MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 263
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 233
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 46
Total of all active and inactive participants 2020-01-01 279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 279
Number of participants with account balances 2020-01-01 185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: STORAGE ASSET MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 170
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 158
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 36
Total of all active and inactive participants 2019-01-01 194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 194
Number of participants with account balances 2019-01-01 141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0

Measure	Date	Value
2022: STORAGE ASSET MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	574
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	545
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	76
Total of all active and inactive participants	2022-01-01	621
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	621
Number of participants with account balances	2022-01-01	331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: STORAGE ASSET MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	361
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	285
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	66
Total of all active and inactive participants	2021-01-01	351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	351
Number of participants with account balances	2021-01-01	228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: STORAGE ASSET MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	263
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	233
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	46
Total of all active and inactive participants	2020-01-01	279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	279
Number of participants with account balances	2020-01-01	185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: STORAGE ASSET MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	170
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	158
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	36
Total of all active and inactive participants	2019-01-01	194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	194
Number of participants with account balances	2019-01-01	141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0

Financial Data on STORAGE ASSET MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : STORAGE ASSET MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$590,468
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$855,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$792,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,273,798
Value of total assets at end of year	2022-12-31	$4,115,284
Value of total assets at beginning of year	2022-12-31	$4,380,192
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$62,594
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$200,693
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	$200,693
Administrative expenses professional fees incurred	2022-12-31	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$632,769
Participant contributions at end of year	2022-12-31	$29,889
Participant contributions at beginning of year	2022-12-31	$20,212
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$195,738
Other income not declared elsewhere	2022-12-31	$0
Administrative expenses (other) incurred	2022-12-31	$62,594
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
Value of net income/loss	2022-12-31	$-264,908
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$4,115,284
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$4,380,192
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$4,065,115
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$4,347,734
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-884,023
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	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$445,291
Employer contributions (assets) at end of year	2022-12-31	$20,280
Employer contributions (assets) at beginning of year	2022-12-31	$12,246
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$792,782
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
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	RKL LLP
Accountancy firm EIN	2022-12-31	232108173
2021 : STORAGE ASSET MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
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	$1,445,219
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$238,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$204,313
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$933,427
Value of total assets at end of year	2021-12-31	$4,380,192
Value of total assets at beginning of year	2021-12-31	$3,172,991
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$33,705
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$236,898
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
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	$489,014
Participant contributions at end of year	2021-12-31	$20,212
Participant contributions at beginning of year	2021-12-31	$15,594
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$113,516
Administrative expenses (other) incurred	2021-12-31	$33,705
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	$1,207,201
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$4,380,192
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$3,172,991
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$4,347,734
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$3,147,606
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$274,894
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	Yes
Contributions received in cash from employer	2021-12-31	$330,897
Employer contributions (assets) at end of year	2021-12-31	$12,246
Employer contributions (assets) at beginning of year	2021-12-31	$9,791
Income. Dividends from common stock	2021-12-31	$236,898
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$204,313
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	RKL LLP
Accountancy firm EIN	2021-12-31	232108173
2020 : STORAGE ASSET MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
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	$1,077,834
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$79,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$40,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$649,238
Value of total assets at end of year	2020-12-31	$3,172,991
Value of total assets at beginning of year	2020-12-31	$2,174,255
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$38,520
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$106,366
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	$106,366
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$250,000
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	$384,968
Participant contributions at end of year	2020-12-31	$15,594
Participant contributions at beginning of year	2020-12-31	$7,239
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$10,508
Administrative expenses (other) incurred	2020-12-31	$38,520
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	$998,736
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$3,172,991
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$2,174,255
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$3,147,606
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$2,162,795
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$322,230
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	$253,762
Employer contributions (assets) at end of year	2020-12-31	$9,791
Employer contributions (assets) at beginning of year	2020-12-31	$4,221
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$40,578
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	Unqualified
Accountancy firm name	2020-12-31	RKL LLP
Accountancy firm EIN	2020-12-31	232108173
2019 : STORAGE ASSET MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
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 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	$850,356
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$104,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$92,102
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$514,625
Value of total assets at end of year	2019-12-31	$2,174,255
Value of total assets at beginning of year	2019-12-31	$1,427,991
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$11,990
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$92,132
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	$92,132
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$250,000
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
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	$277,695
Participant contributions at end of year	2019-12-31	$7,239
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$56,762
Administrative expenses (other) incurred	2019-12-31	$11,990
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	$746,264
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,174,255
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,427,991
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 leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$2,162,795
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,427,991
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$243,599
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
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	$180,168
Employer contributions (assets) at end of year	2019-12-31	$4,221
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$92,102
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	2019-12-31	Yes
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	RKL LLP
Accountancy firm EIN	2019-12-31	232108173

Form 5500 Responses for STORAGE ASSET MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN

2022: STORAGE ASSET MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: STORAGE ASSET MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: STORAGE ASSET MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: STORAGE ASSET MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	STORAGE ASSET MANAGEMENT, LLC
Employer identification number (EIN):	272449301
NAIC Classification:	531130
NAIC Description:	Lessors of Miniwarehouses and Self-Storage Units