401k Plan data: SECURITY STORAGE EMPLOYEES' RETIREMENT INCOME PLAN plan

SECURITY STORAGE EMPLOYEES' RETIREMENT INCOME PLAN 401k Plan overview

Plan Name	SECURITY STORAGE EMPLOYEES' RETIREMENT INCOME PLAN
Plan identification number	004

SECURITY STORAGE EMPLOYEES' RETIREMENT INCOME PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

SUDDATH RELOCATION SYSTEMS OF MARYLAND, INC. has sponsored the creation of one or more 401k plans.

Company Name: SUDDATH RELOCATION SYSTEMS OF MARYLAND, INC.

Employer identification number (EIN): 522310008

NAIC Classification: 812990
NAIC Description: All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SECURITY STORAGE EMPLOYEES' RETIREMENT INCOME PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2017-01-01 KEVIN GANNON KEVIN GANNON 2018-10-11
004 2016-01-01 KEVIN P. GANNON KEVIN P. GANNON 2017-10-11
004 2015-01-01 KEVIN GANNON KEVIN GANNON 2016-10-17
004 2015-01-01 KEVIN GANNON KEVIN GANNON 2016-10-17

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
004	2017-01-01	KEVIN GANNON	KEVIN GANNON	2018-10-11
004	2016-01-01	KEVIN P. GANNON	KEVIN P. GANNON	2017-10-11
004	2015-01-01	KEVIN GANNON	KEVIN GANNON	2016-10-17
004	2015-01-01	KEVIN GANNON	KEVIN GANNON	2016-10-17

Plan Statistics for SECURITY STORAGE EMPLOYEES' RETIREMENT INCOME PLAN

401k plan membership statisitcs for SECURITY STORAGE EMPLOYEES' RETIREMENT INCOME PLAN

Measure Date Value
2017: SECURITY STORAGE EMPLOYEES' RETIREMENT INCOME PLAN 2017 401k membership
Market value of plan assets 2017-12-31 17,181,459
Acturial value of plan assets 2017-12-31 17,499,419
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 10,270,571
Number of terminated vested participants 2017-12-31 120
Fundng target for terminated vested participants 2017-12-31 5,683,839
Active participant vested funding target 2017-12-31 1,971,775
Number of active participants 2017-12-31 27
Total funding liabilities for active participants 2017-12-31 1,982,211
Total participant count 2017-12-31 213
Total funding target for all participants 2017-12-31 17,936,621
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 278,233
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 278,233
Present value of excess contributions 2017-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 295,539
Total employer contributions 2017-12-31 4,500,000
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 4,083,770
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 170,000
Net shortfall amortization installment of oustanding balance 2017-12-31 732,741
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 290,325
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 290,325
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 4,083,770
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
Total participants, beginning-of-year 2017-01-01 215
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 22
Number of retired or separated participants receiving benefits 2017-01-01 67
Number of other retired or separated participants entitled to future benefits 2017-01-01 70
Total of all active and inactive participants 2017-01-01 159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 8
Total participants 2017-01-01 167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SECURITY STORAGE EMPLOYEES' RETIREMENT INCOME PLAN 2016 401k membership
Market value of plan assets 2016-12-31 17,480,256
Acturial value of plan assets 2016-12-31 18,164,411
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 9,439,647
Number of terminated vested participants 2016-12-31 108
Fundng target for terminated vested participants 2016-12-31 4,243,107
Active participant vested funding target 2016-12-31 3,688,535
Number of active participants 2016-12-31 45
Total funding liabilities for active participants 2016-12-31 3,689,590
Total participant count 2016-12-31 215
Total funding target for all participants 2016-12-31 17,372,344
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 261,792
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 278,233
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 278,233
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 278,233
Total employer contributions 2016-12-31 0
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 130,000
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
Total participants, beginning-of-year 2016-01-01 215
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 45
Number of retired or separated participants receiving benefits 2016-01-01 54
Number of other retired or separated participants entitled to future benefits 2016-01-01 108
Total of all active and inactive participants 2016-01-01 207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 8
Total participants 2016-01-01 215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SECURITY STORAGE EMPLOYEES' RETIREMENT INCOME PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 215
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 45
Number of retired or separated participants receiving benefits 2015-01-01 54
Number of other retired or separated participants entitled to future benefits 2015-01-01 108
Total of all active and inactive participants 2015-01-01 207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 8
Total participants 2015-01-01 215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2017: SECURITY STORAGE EMPLOYEES' RETIREMENT INCOME PLAN 2017 401k membership
Market value of plan assets	2017-12-31	17,181,459
Acturial value of plan assets	2017-12-31	17,499,419
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	10,270,571
Number of terminated vested participants	2017-12-31	120
Fundng target for terminated vested participants	2017-12-31	5,683,839
Active participant vested funding target	2017-12-31	1,971,775
Number of active participants	2017-12-31	27
Total funding liabilities for active participants	2017-12-31	1,982,211
Total participant count	2017-12-31	213
Total funding target for all participants	2017-12-31	17,936,621
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	278,233
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	278,233
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	295,539
Total employer contributions	2017-12-31	4,500,000
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	4,083,770
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	170,000
Net shortfall amortization installment of oustanding balance	2017-12-31	732,741
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	290,325
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	290,325
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	4,083,770
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
Total participants, beginning-of-year	2017-01-01	215
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	22
Number of retired or separated participants receiving benefits	2017-01-01	67
Number of other retired or separated participants entitled to future benefits	2017-01-01	70
Total of all active and inactive participants	2017-01-01	159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	8
Total participants	2017-01-01	167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SECURITY STORAGE EMPLOYEES' RETIREMENT INCOME PLAN 2016 401k membership
Market value of plan assets	2016-12-31	17,480,256
Acturial value of plan assets	2016-12-31	18,164,411
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	9,439,647
Number of terminated vested participants	2016-12-31	108
Fundng target for terminated vested participants	2016-12-31	4,243,107
Active participant vested funding target	2016-12-31	3,688,535
Number of active participants	2016-12-31	45
Total funding liabilities for active participants	2016-12-31	3,689,590
Total participant count	2016-12-31	215
Total funding target for all participants	2016-12-31	17,372,344
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	261,792
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	278,233
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	278,233
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	278,233
Total employer contributions	2016-12-31	0
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	130,000
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
Total participants, beginning-of-year	2016-01-01	215
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	45
Number of retired or separated participants receiving benefits	2016-01-01	54
Number of other retired or separated participants entitled to future benefits	2016-01-01	108
Total of all active and inactive participants	2016-01-01	207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	8
Total participants	2016-01-01	215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SECURITY STORAGE EMPLOYEES' RETIREMENT INCOME PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	215
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	45
Number of retired or separated participants receiving benefits	2015-01-01	54
Number of other retired or separated participants entitled to future benefits	2015-01-01	108
Total of all active and inactive participants	2015-01-01	207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	8
Total participants	2015-01-01	215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on SECURITY STORAGE EMPLOYEES' RETIREMENT INCOME PLAN

Measure	Date	Value
2017 : SECURITY STORAGE EMPLOYEES' RETIREMENT INCOME PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$7,107,632
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$2,878,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,510,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$4,500,000
Value of total assets at end of year	2017-12-31	$21,365,310
Value of total assets at beginning of year	2017-12-31	$17,136,261
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$368,009
Total interest from all sources	2017-12-31	$54,517
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$328,458
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$328,458
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Other income not declared elsewhere	2017-12-31	$-499
Administrative expenses (other) incurred	2017-12-31	$368,009
Total non interest bearing cash at end of year	2017-12-31	$4,500,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$4,229,049
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$21,365,310
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$17,136,261
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$14,871,573
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$0
Value of interest in pooled separate accounts at end of year	2017-12-31	$657,186
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$15,855,283
Interest earned on other investments	2017-12-31	$54,517
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$1,336,551
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$1,280,978
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,664,493
Net investment gain/loss from pooled separate accounts	2017-12-31	$560,663
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$4,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,510,574
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	PIVOT CPAS
Accountancy firm EIN	2017-12-31	200708248
2016 : SECURITY STORAGE EMPLOYEES' RETIREMENT INCOME PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$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	$1,064,422
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,343,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,082,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$0
Value of total assets at end of year	2016-12-31	$17,136,261
Value of total assets at beginning of year	2016-12-31	$17,415,592
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$261,222
Total interest from all sources	2016-12-31	$52,819
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Administrative expenses (other) incurred	2016-12-31	$261,222
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-279,331
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$17,136,261
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$17,415,592
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$15,855,283
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$15,918,680
Interest earned on other investments	2016-12-31	$52,819
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$1,280,978
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$1,496,912
Net investment gain/loss from pooled separate accounts	2016-12-31	$1,011,603
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,082,531
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	PIVOT CPAS
Accountancy firm EIN	2016-12-31	200708248
2015 : SECURITY STORAGE EMPLOYEES' RETIREMENT INCOME PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$593,976
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,178,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,055,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$445,000
Value of total assets at end of year	2015-12-31	$17,415,592
Value of total assets at beginning of year	2015-12-31	$18,000,154
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$123,062
Total interest from all sources	2015-12-31	$64,348
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Administrative expenses (other) incurred	2015-12-31	$123,062
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-584,562
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$17,415,592
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$18,000,154
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$15,918,680
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$16,349,555
Interest earned on other investments	2015-12-31	$64,348
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$1,496,912
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1,650,599
Net investment gain/loss from pooled separate accounts	2015-12-31	$84,628
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$445,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,055,476
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	THE GRIGGS GROUP CPAS
Accountancy firm EIN	2015-12-31	200708248

Form 5500 Responses for SECURITY STORAGE EMPLOYEES' RETIREMENT INCOME PLAN

2017: SECURITY STORAGE EMPLOYEES' RETIREMENT INCOME PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SECURITY STORAGE EMPLOYEES' RETIREMENT INCOME PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SECURITY STORAGE EMPLOYEES' RETIREMENT INCOME PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

IN-17427

Policy instance

Insurance contract or identification number	IN-17427
Number of Individuals Covered	167
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

IN-17427

Policy instance

Insurance contract or identification number	IN-17427
Number of Individuals Covered	215
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	SUDDATH RELOCATION SYSTEMS OF MARYLAND, INC.
Employer identification number (EIN):	522310008
NAIC Classification:	812990
NAIC Description:	All Other Personal Services