401k Plan data: PSA-MHF ACQUISITION, LLC 401 K PLAN plan

PSA-MHF ACQUISITION, LLC 401 K PLAN 401k Plan overview

Plan Name	PSA-MHF ACQUISITION, LLC 401 K PLAN
Plan identification number	001

PSA-MHF ACQUISITION, LLC 401 K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

PSA-MHF ACQUISITION, LLC has sponsored the creation of one or more 401k plans.

Company Name: PSA-MHF ACQUISITION, LLC

Employer identification number (EIN): 461313378

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PSA-MHF ACQUISITION, LLC 401 K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 JAMES M. CYZE
001 2012-01-01 JAMES M. CYZE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2013-01-01	JAMES M. CYZE
001	2012-01-01	JAMES M. CYZE

Plan Statistics for PSA-MHF ACQUISITION, LLC 401 K PLAN

401k plan membership statisitcs for PSA-MHF ACQUISITION, LLC 401 K PLAN

Measure Date Value
2013: PSA-MHF ACQUISITION, LLC 401 K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 260
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 136
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 124
Total of all active and inactive participants 2013-01-01 260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 260
Number of participants with account balances 2013-01-01 217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: PSA-MHF ACQUISITION, LLC 401 K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 272
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 135
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 124
Total of all active and inactive participants 2012-01-01 259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 259
Number of participants with account balances 2012-01-01 224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2013: PSA-MHF ACQUISITION, LLC 401 K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	260
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	136
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	124
Total of all active and inactive participants	2013-01-01	260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	260
Number of participants with account balances	2013-01-01	217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: PSA-MHF ACQUISITION, LLC 401 K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	272
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	135
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	124
Total of all active and inactive participants	2012-01-01	259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	259
Number of participants with account balances	2012-01-01	224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on PSA-MHF ACQUISITION, LLC 401 K PLAN

Measure	Date	Value
2013 : PSA-MHF ACQUISITION, LLC 401 K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,233,032
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$437,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$426,984
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$418,809
Value of total assets at end of year	2013-12-31	$5,800,550
Value of total assets at beginning of year	2013-12-31	$5,005,260
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$10,758
Total interest from all sources	2013-12-31	$7,850
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$276,322
Assets. Loans (other than to participants) at end of year	2013-12-31	$155,736
Assets. Loans (other than to participants) at beginning of year	2013-12-31	$125,042
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$795,290
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$5,800,550
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$5,005,260
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$4,928,234
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$4,022,856
Interest on participant loans	2013-12-31	$7,850
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$574,093
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$723,563
Net investment gain/loss from pooled separate accounts	2013-12-31	$806,373
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$142,487
Employer contributions (assets) at end of year	2013-12-31	$142,487
Employer contributions (assets) at beginning of year	2013-12-31	$133,799
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$426,984
Contract administrator fees	2013-12-31	$10,758
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	VRAKAS/BLUM, S.C.
Accountancy firm EIN	2013-12-31	391453055
2012 : PSA-MHF ACQUISITION, LLC 401 K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning 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	$945,490
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$536,072
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$520,709
Expenses. Certain deemed distributions of participant loans	2012-12-31	$4,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$413,604
Value of total assets at end of year	2012-12-31	$5,005,260
Value of total assets at beginning of year	2012-12-31	$4,595,842
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$11,229
Total interest from all sources	2012-12-31	$6,023
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$270,558
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$9,247
Assets. Loans (other than to participants) at end of year	2012-12-31	$125,042
Assets. Loans (other than to participants) at beginning of year	2012-12-31	$109,283
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$409,418
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$5,005,260
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$4,595,842
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in pooled separate accounts at end of year	2012-12-31	$4,022,856
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$3,584,491
Interest on participant loans	2012-12-31	$6,023
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$723,563
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$695,968
Net investment gain/loss from pooled separate accounts	2012-12-31	$525,863
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$133,799
Employer contributions (assets) at end of year	2012-12-31	$133,799
Employer contributions (assets) at beginning of year	2012-12-31	$206,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$520,709
Contract administrator fees	2012-12-31	$11,229
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	VRAKAS/BLUM, S.C.
Accountancy firm EIN	2012-12-31	391453055

Form 5500 Responses for PSA-MHF ACQUISITION, LLC 401 K PLAN

2013: PSA-MHF ACQUISITION, LLC 401 K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PSA-MHF ACQUISITION, LLC 401 K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PSA-MHF ACQUISITION, LLC
Employer identification number (EIN):	461313378
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services