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METRO STORAGE LLC 401(K) PLAN 401k Plan overview

Plan NameMETRO STORAGE LLC 401(K) PLAN
Plan identification number 001

METRO STORAGE LLC 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • 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.
  • 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) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

METRO STORAGE LLC has sponsored the creation of one or more 401k plans.

Company Name:METRO STORAGE LLC
Employer identification number (EIN):364370276
NAIC Classification:531130
NAIC Description:Lessors of Miniwarehouses and Self-Storage Units

Additional information about METRO STORAGE LLC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2008-02-08
Company Identification Number: 0800935607
Legal Registered Office Address: 13528 W BOULTON BLVD

METTAWA
United States of America (USA)
60045

More information about METRO STORAGE LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan METRO STORAGE LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01CHRISTINE NULL2023-10-12 CHRISTINE NULL2023-10-12
0012021-01-01MARTIN GALLAGHER2022-10-14 MARTIN GALLAGHER2022-10-14
0012020-01-01MARTIN J GALLAGHER2021-08-24 MARTIN J GALLAGHER2021-08-24
0012019-01-01CHRISTINE NULL2020-10-08 CHRISTINE NULL2020-10-08
0012018-01-01CHRISTINE NULL2019-10-10 CHRISTINE NULL2019-10-10
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01CHRISTINE NULL CHRISTINE NULL2013-10-14
0012011-01-01MARTIN GALLAGHER
0012010-01-01MARTIN GALLAGHER
0012009-01-01MARTIN GALLAGHER

Plan Statistics for METRO STORAGE LLC 401(K) PLAN

401k plan membership statisitcs for METRO STORAGE LLC 401(K) PLAN

Measure Date Value
2022: METRO STORAGE LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01217
Total number of active participants reported on line 7a of the Form 55002022-01-01177
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0133
Total of all active and inactive participants2022-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01210
Number of participants with account balances2022-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: METRO STORAGE LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01305
Total number of active participants reported on line 7a of the Form 55002021-01-01171
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0137
Total of all active and inactive participants2021-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01208
Number of participants with account balances2021-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: METRO STORAGE LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01311
Total number of active participants reported on line 7a of the Form 55002020-01-01276
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0121
Total of all active and inactive participants2020-01-01297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01297
Number of participants with account balances2020-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: METRO STORAGE LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01285
Total number of active participants reported on line 7a of the Form 55002019-01-01287
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0118
Total of all active and inactive participants2019-01-01305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01305
Number of participants with account balances2019-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: METRO STORAGE LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01280
Total number of active participants reported on line 7a of the Form 55002018-01-01261
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0114
Total of all active and inactive participants2018-01-01275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01275
Number of participants with account balances2018-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: METRO STORAGE LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01226
Total number of active participants reported on line 7a of the Form 55002017-01-01263
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-017
Total of all active and inactive participants2017-01-01270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01270
Number of participants with account balances2017-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: METRO STORAGE LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01222
Total number of active participants reported on line 7a of the Form 55002016-01-01220
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-014
Total of all active and inactive participants2016-01-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01224
Number of participants with account balances2016-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: METRO STORAGE LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01198
Total number of active participants reported on line 7a of the Form 55002015-01-01202
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0115
Total of all active and inactive participants2015-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01217
Number of participants with account balances2015-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: METRO STORAGE LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01191
Total number of active participants reported on line 7a of the Form 55002014-01-01182
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0110
Total of all active and inactive participants2014-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01192
Number of participants with account balances2014-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: METRO STORAGE LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01243
Total number of active participants reported on line 7a of the Form 55002013-01-01176
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0111
Total of all active and inactive participants2013-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01187
Number of participants with account balances2013-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: METRO STORAGE LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01225
Total number of active participants reported on line 7a of the Form 55002012-01-01206
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0128
Total of all active and inactive participants2012-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01234
Number of participants with account balances2012-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: METRO STORAGE LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01184
Total number of active participants reported on line 7a of the Form 55002011-01-01191
Number of retired or separated participants receiving benefits2011-01-0132
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01223
Number of participants with account balances2011-01-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: METRO STORAGE LLC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01196
Total number of active participants reported on line 7a of the Form 55002010-01-01152
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0132
Total of all active and inactive participants2010-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01184
Number of participants with account balances2010-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: METRO STORAGE LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01205
Total number of active participants reported on line 7a of the Form 55002009-01-01168
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0125
Total of all active and inactive participants2009-01-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01193
Number of participants with account balances2009-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on METRO STORAGE LLC 401(K) PLAN

Measure Date Value
2022 : METRO STORAGE LLC 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-647,973
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$680,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$623,526
Expenses. Certain deemed distributions of participant loans2022-12-31$2,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$852,216
Value of total assets at end of year2022-12-31$7,196,606
Value of total assets at beginning of year2022-12-31$8,524,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$54,201
Total interest from all sources2022-12-31$7,252
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$161,741
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$161,741
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$604,505
Participant contributions at end of year2022-12-31$90,317
Participant contributions at beginning of year2022-12-31$104,112
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$4,843
Other income not declared elsewhere2022-12-31$4,265
Administrative expenses (other) incurred2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,328,212
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,196,606
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,524,818
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$6,022,462
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,188,654
Interest on participant loans2022-12-31$5,151
Interest earned on other investments2022-12-31$2,101
Value of interest in common/collective trusts at end of year2022-12-31$891,951
Value of interest in common/collective trusts at beginning of year2022-12-31$898,373
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$191,876
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$333,679
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,396,950
Net investment gain or loss from common/collective trusts2022-12-31$-276,497
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$242,868
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$623,526
Contract administrator fees2022-12-31$54,201
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31RSM US LLP
Accountancy firm EIN2022-12-31420714325
2021 : METRO STORAGE LLC 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$2,313,356
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$561,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$508,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,105,413
Value of total assets at end of year2021-12-31$8,524,818
Value of total assets at beginning of year2021-12-31$6,773,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$53,365
Total interest from all sources2021-12-31$9,487
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$311,304
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$311,304
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$742,414
Participant contributions at end of year2021-12-31$104,112
Participant contributions at beginning of year2021-12-31$136,996
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$61,907
Other income not declared elsewhere2021-12-31$7,655
Administrative expenses (other) incurred2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,751,765
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,524,818
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,773,053
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$7,188,654
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,443,279
Interest on participant loans2021-12-31$6,874
Interest earned on other investments2021-12-31$2,613
Value of interest in common/collective trusts at end of year2021-12-31$898,373
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$333,679
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$192,778
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$775,603
Net investment gain or loss from common/collective trusts2021-12-31$103,894
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$301,092
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$508,226
Contract administrator fees2021-12-31$53,365
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31RSM US LLP
Accountancy firm EIN2021-12-31420714325
2020 : METRO STORAGE LLC 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$2,001,327
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$579,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$539,629
Expenses. Certain deemed distributions of participant loans2020-12-31$2,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,106,042
Value of total assets at end of year2020-12-31$6,773,053
Value of total assets at beginning of year2020-12-31$5,351,394
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$37,341
Total interest from all sources2020-12-31$9,366
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$198,291
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$198,291
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$755,416
Participant contributions at end of year2020-12-31$136,996
Participant contributions at beginning of year2020-12-31$118,834
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$42,597
Administrative expenses (other) incurred2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,421,659
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,773,053
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,351,394
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,443,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,991,130
Interest on participant loans2020-12-31$6,397
Interest earned on other investments2020-12-31$2,969
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$192,778
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$241,430
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$687,628
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$308,029
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$539,629
Contract administrator fees2020-12-31$37,341
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : METRO STORAGE LLC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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$1,969,828
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$575,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$539,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$947,005
Value of total assets at end of year2019-12-31$5,351,394
Value of total assets at beginning of year2019-12-31$3,957,400
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$36,802
Total interest from all sources2019-12-31$6,971
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$166,325
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$166,325
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$664,320
Participant contributions at end of year2019-12-31$118,834
Participant contributions at beginning of year2019-12-31$39,443
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,393,994
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,351,394
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,957,400
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,991,130
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,712,339
Interest on participant loans2019-12-31$4,300
Interest earned on other investments2019-12-31$2,671
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$241,430
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$205,618
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$849,527
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$282,685
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$539,032
Contract administrator fees2019-12-31$36,802
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
2018 : METRO STORAGE LLC 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
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$553,539
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$171,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$140,213
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$806,329
Value of total assets at end of year2018-12-31$3,957,400
Value of total assets at beginning of year2018-12-31$3,575,453
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$31,379
Total interest from all sources2018-12-31$3,355
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$172,148
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$172,148
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$555,312
Participant contributions at end of year2018-12-31$39,443
Participant contributions at beginning of year2018-12-31$8,806
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,268
Administrative expenses (other) incurred2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$381,947
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,957,400
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,575,453
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,712,339
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,417,616
Income. Interest from loans (other than to participants)2018-12-31$1,451
Interest earned on other investments2018-12-31$1,904
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$205,618
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$149,031
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-428,293
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$249,749
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$140,213
Contract administrator fees2018-12-31$31,379
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31420714325
2017 : METRO STORAGE LLC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$1,304,813
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$91,492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$65,754
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$813,559
Value of total assets at end of year2017-12-31$3,575,453
Value of total assets at beginning of year2017-12-31$2,362,132
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$25,738
Total interest from all sources2017-12-31$2,250
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$97,245
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$97,245
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$444,580
Participant contributions at end of year2017-12-31$8,806
Participant contributions at beginning of year2017-12-31$56,409
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$155,985
Other income not declared elsewhere2017-12-31$4
Administrative expenses (other) incurred2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,213,321
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,575,453
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,362,132
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,417,616
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,185,760
Interest on participant loans2017-12-31$828
Interest earned on other investments2017-12-31$1,422
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$149,031
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$119,963
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$391,755
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$212,994
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$65,754
Contract administrator fees2017-12-31$25,738
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RSM US LLP
Accountancy firm EIN2017-12-31420714325
2016 : METRO STORAGE LLC 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
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$737,109
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$141,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$127,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$575,730
Value of total assets at end of year2016-12-31$2,362,132
Value of total assets at beginning of year2016-12-31$1,766,364
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$13,961
Total interest from all sources2016-12-31$2,536
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$62,295
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$62,295
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$395,234
Participant contributions at end of year2016-12-31$56,409
Participant contributions at beginning of year2016-12-31$52,876
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Other income not declared elsewhere2016-12-31$1,221
Administrative expenses (other) incurred2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$595,768
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,362,132
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,766,364
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$11,461
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,185,760
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,621,110
Interest on participant loans2016-12-31$2,536
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$119,963
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$92,378
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$95,327
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$180,496
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$127,380
Contract administrator fees2016-12-31$2,500
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31RSM US LLP
Accountancy firm EIN2016-12-31420714325
2015 : METRO STORAGE LLC 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$540,918
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$243,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$233,344
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$562,286
Value of total assets at end of year2015-12-31$1,766,364
Value of total assets at beginning of year2015-12-31$1,469,280
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$10,490
Total interest from all sources2015-12-31$2,219
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$85,630
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$85,630
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$379,779
Participant contributions at end of year2015-12-31$52,876
Participant contributions at beginning of year2015-12-31$4,197
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$15,813
Administrative expenses (other) incurred2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$297,084
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,766,364
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,469,280
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$9,965
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,621,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,385,223
Interest on participant loans2015-12-31$1,235
Interest earned on other investments2015-12-31$984
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$92,378
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$79,860
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-109,217
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$166,694
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$233,344
Contract administrator fees2015-12-31$525
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31RSM US LLP
Accountancy firm EIN2015-12-31420714325
2014 : METRO STORAGE LLC 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
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$220,740
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$103,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$87,565
Value of total corrective distributions2014-12-31$7,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$136,342
Value of total assets at end of year2014-12-31$1,469,280
Value of total assets at beginning of year2014-12-31$1,352,479
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$8,526
Total interest from all sources2014-12-31$1,450
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$78,756
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$78,756
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$136,342
Participant contributions at end of year2014-12-31$4,197
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Administrative expenses (other) incurred2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$116,801
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,469,280
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,352,479
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,385,223
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,243,524
Interest on participant loans2014-12-31$46
Interest earned on other investments2014-12-31$1,404
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$79,860
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$108,955
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$4,192
Net investment gain/loss from pooled separate accounts2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$87,565
Contract administrator fees2014-12-31$8,526
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MCGLADREY LLP
Accountancy firm EIN2014-12-31420714325
2013 : METRO STORAGE LLC 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$0
Total income from all sources (including contributions)2013-12-31$404,715
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$50,966
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$32,519
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$14,330
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$192,678
Value of total assets at end of year2013-12-31$1,352,479
Value of total assets at beginning of year2013-12-31$998,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,117
Total interest from all sources2013-12-31$1,207
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$47,405
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$47,405
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$178,974
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$13,704
Administrative expenses (other) incurred2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$353,749
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,352,479
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$998,730
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$3,227
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,243,524
Value of interest in pooled separate accounts at beginning of year2013-12-31$998,730
Interest earned on other investments2013-12-31$1,207
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$108,955
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$130,507
Net investment gain/loss from pooled separate accounts2013-12-31$32,918
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$32,519
Contract administrator fees2013-12-31$890
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MCGLADREY LLP
Accountancy firm EIN2013-12-31420714325
2012 : METRO STORAGE LLC 401(K) PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$222,498
Total of all expenses incurred2012-12-31$54,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$53,849
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$129,138
Value of total assets at end of year2012-12-31$998,730
Value of total assets at beginning of year2012-12-31$830,986
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$905
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$905
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$126,451
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,447
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$167,744
Value of net assets at end of year (total assets less liabilities)2012-12-31$998,730
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$830,986
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$998,730
Value of interest in pooled separate accounts at beginning of year2012-12-31$830,986
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$93,360
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$240
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$53,849
Liabilities. Value of benefit claims payable at end of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MCGLADREY LLP
Accountancy firm EIN2012-12-31420714325
2011 : METRO STORAGE LLC 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$79,604
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$40,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$34,647
Value of total corrective distributions2011-12-31$4,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$116,430
Value of total assets at end of year2011-12-31$830,986
Value of total assets at beginning of year2011-12-31$791,476
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,390
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$116,430
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$39,510
Value of net assets at end of year (total assets less liabilities)2011-12-31$830,986
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$791,476
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$791,476
Value of interest in pooled separate accounts at end of year2011-12-31$830,986
Net investment gain/loss from pooled separate accounts2011-12-31$-36,826
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$34,647
Contract administrator fees2011-12-31$1,390
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MCGLADREY LLP
Accountancy firm EIN2011-12-31420714325
2010 : METRO STORAGE LLC 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$210,505
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$109,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$98,419
Value of total corrective distributions2010-12-31$9,492
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$124,833
Value of total assets at end of year2010-12-31$791,476
Value of total assets at beginning of year2010-12-31$690,538
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,656
Total interest from all sources2010-12-31$12
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$124,687
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$620
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$100,938
Value of net assets at end of year (total assets less liabilities)2010-12-31$791,476
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$690,538
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$791,476
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$689,918
Interest on participant loans2010-12-31$12
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$85,660
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$146
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$98,419
Contract administrator fees2010-12-31$1,656
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MCGLADREY & PULLEN, LLP
Accountancy firm EIN2010-12-31420714325
2009 : METRO STORAGE LLC 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for METRO STORAGE LLC 401(K) PLAN

2022: METRO STORAGE LLC 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: METRO STORAGE LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: METRO STORAGE LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: METRO STORAGE LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: METRO STORAGE LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: METRO STORAGE LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: METRO STORAGE LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: METRO STORAGE LLC 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: METRO STORAGE LLC 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: METRO STORAGE LLC 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: METRO STORAGE LLC 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: METRO STORAGE LLC 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: METRO STORAGE LLC 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: METRO STORAGE LLC 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number335400-01
Policy instance 1
Insurance contract or identification number335400-01
Number of Individuals Covered52
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number335400-01
Policy instance 1
Insurance contract or identification number335400-01
Number of Individuals Covered71
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number335400-01
Policy instance 1
Insurance contract or identification number335400-01
Number of Individuals Covered78
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number335400-01
Policy instance 1
Insurance contract or identification number335400-01
Number of Individuals Covered64
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number335400-01
Policy instance 1
Insurance contract or identification number335400-01
Number of Individuals Covered59
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number335400-01
Policy instance 1
Insurance contract or identification number335400-01
Number of Individuals Covered41
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Insurance broker organization code?3
Insurance broker nameRICHARD CORDOVA
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number335400-01
Policy instance 1
Insurance contract or identification number335400-01
Number of Individuals Covered27
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $270
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $270
Insurance broker organization code?3
Insurance broker nameRICHARD CORDOVA
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number335400-01
Policy instance 1
Insurance contract or identification number335400-01
Number of Individuals Covered20
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $323
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $306
Insurance broker organization code?3
Amount paid for insurance broker fees0
Insurance broker nameRICHARD CORDOVA
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number335400-01
Policy instance 2
Insurance contract or identification number335400-01
Number of Individuals Covered26
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $580
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $580
Insurance broker organization code?3
Insurance broker nameRICHARD CORDOVA
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number604543
Policy instance 1
Insurance contract or identification number604543
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $2,319
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $2,319
Insurance broker organization code?3
Insurance broker nameRICHARD CORDOVA
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number604543
Policy instance 1
Insurance contract or identification number604543
Number of Individuals Covered73
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,319
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $2,319
Amount paid for insurance broker fees0
Insurance broker nameRICHARD CORDOVA
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number604543
Policy instance 1
Insurance contract or identification number604543
Number of Individuals Covered84
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,377
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number604543
Policy instance 1
Insurance contract or identification number604543
Number of Individuals Covered84
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $147
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes

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