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LSSI 401K 401k Plan overview

Plan NameLSSI 401K
Plan identification number 001

LSSI 401K Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

LOXLEY SUPER STORAGE INC. has sponsored the creation of one or more 401k plans.

Company Name:LOXLEY SUPER STORAGE INC.
Employer identification number (EIN):814361327
NAIC Classification:531130
NAIC Description:Lessors of Miniwarehouses and Self-Storage Units

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LSSI 401K

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01
0012019-07-01
0012017-07-01BRADLEY PIERCE
0012016-11-09BRADLEY PIERCE

Plan Statistics for LSSI 401K

401k plan membership statisitcs for LSSI 401K

Measure Date Value
2021: LSSI 401K 2021 401k membership
Total participants, beginning-of-year2021-07-011
Total number of active participants reported on line 7a of the Form 55002021-07-011
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-010
Total of all active and inactive participants2021-07-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-011
Number of participants with account balances2021-07-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: LSSI 401K 2020 401k membership
Total participants, beginning-of-year2020-07-011
Total number of active participants reported on line 7a of the Form 55002020-07-011
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-010
Total of all active and inactive participants2020-07-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-011
Number of participants with account balances2020-07-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: LSSI 401K 2019 401k membership
Total participants, beginning-of-year2019-07-011
Total number of active participants reported on line 7a of the Form 55002019-07-011
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-010
Total of all active and inactive participants2019-07-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-011
Number of participants with account balances2019-07-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2017: LSSI 401K 2017 401k membership
Total participants, beginning-of-year2017-07-011
Total number of active participants reported on line 7a of the Form 55002017-07-011
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-010
Total of all active and inactive participants2017-07-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-011
Number of participants with account balances2017-07-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: LSSI 401K 2016 401k membership
Total participants, beginning-of-year2016-11-091
Total number of active participants reported on line 7a of the Form 55002016-11-091
Number of retired or separated participants receiving benefits2016-11-090
Number of other retired or separated participants entitled to future benefits2016-11-090
Total of all active and inactive participants2016-11-091
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-11-090
Total participants2016-11-091
Number of participants with account balances2016-11-091
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-11-090

Financial Data on LSSI 401K

Measure Date Value
2022 : LSSI 401K 2022 401k financial data
Transfers to/from the plan2022-06-30$0
Total plan liabilities at end of year2022-06-30$0
Total plan liabilities at beginning of year2022-06-30$0
Total income from all sources2022-06-30$875,557
Expenses. Total of all expenses incurred2022-06-30$0
Benefits paid (including direct rollovers)2022-06-30$0
Total plan assets at end of year2022-06-30$1,391,472
Total plan assets at beginning of year2022-06-30$515,915
Total contributions received or receivable from participants2022-06-30$0
Expenses. Other expenses not covered elsewhere2022-06-30$0
Contributions received from other sources (not participants or employers)2022-06-30$0
Other income received2022-06-30$875,557
Noncash contributions received2022-06-30$0
Net income (gross income less expenses)2022-06-30$875,557
Net plan assets at end of year (total assets less liabilities)2022-06-30$1,391,472
Net plan assets at beginning of year (total assets less liabilities)2022-06-30$515,915
Assets. Value of employer securities2022-06-30$1,390,326
Total contributions received or receivable from employer(s)2022-06-30$0
Value of certain deemed distributions of participant loans2022-06-30$0
Value of corrective distributions2022-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-06-30$0
2021 : LSSI 401K 2021 401k financial data
Transfers to/from the plan2021-06-30$0
Total plan liabilities at end of year2021-06-30$0
Total plan liabilities at beginning of year2021-06-30$0
Total income from all sources2021-06-30$-39,369
Expenses. Total of all expenses incurred2021-06-30$0
Benefits paid (including direct rollovers)2021-06-30$0
Total plan assets at end of year2021-06-30$515,915
Total plan assets at beginning of year2021-06-30$555,284
Total contributions received or receivable from participants2021-06-30$0
Expenses. Other expenses not covered elsewhere2021-06-30$0
Contributions received from other sources (not participants or employers)2021-06-30$0
Other income received2021-06-30$-39,369
Noncash contributions received2021-06-30$0
Net income (gross income less expenses)2021-06-30$-39,369
Net plan assets at end of year (total assets less liabilities)2021-06-30$515,915
Net plan assets at beginning of year (total assets less liabilities)2021-06-30$555,284
Assets. Value of employer securities2021-06-30$514,770
Total contributions received or receivable from employer(s)2021-06-30$0
Value of certain deemed distributions of participant loans2021-06-30$0
Value of corrective distributions2021-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-06-30$0
2020 : LSSI 401K 2020 401k financial data
Transfers to/from the plan2020-06-30$0
Total plan liabilities at end of year2020-06-30$0
Total plan liabilities at beginning of year2020-06-30$0
Total income from all sources2020-06-30$-34,900
Expenses. Total of all expenses incurred2020-06-30$0
Benefits paid (including direct rollovers)2020-06-30$0
Total plan assets at end of year2020-06-30$555,284
Total plan assets at beginning of year2020-06-30$590,184
Total contributions received or receivable from participants2020-06-30$0
Expenses. Other expenses not covered elsewhere2020-06-30$0
Contributions received from other sources (not participants or employers)2020-06-30$0
Other income received2020-06-30$-34,900
Noncash contributions received2020-06-30$0
Net income (gross income less expenses)2020-06-30$-34,900
Net plan assets at end of year (total assets less liabilities)2020-06-30$555,284
Net plan assets at beginning of year (total assets less liabilities)2020-06-30$590,184
Assets. Value of employer securities2020-06-30$554,139
Total contributions received or receivable from employer(s)2020-06-30$0
Value of certain deemed distributions of participant loans2020-06-30$0
Value of corrective distributions2020-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-06-30$0
2019 : LSSI 401K 2019 401k financial data
Transfers to/from the plan2019-06-30$0
Total plan liabilities at end of year2019-06-30$0
Total plan liabilities at beginning of year2019-06-30$0
Total income from all sources2019-06-30$107,971
Expenses. Total of all expenses incurred2019-06-30$0
Benefits paid (including direct rollovers)2019-06-30$0
Total plan assets at end of year2019-06-30$590,184
Total plan assets at beginning of year2019-06-30$482,213
Total contributions received or receivable from participants2019-06-30$0
Expenses. Other expenses not covered elsewhere2019-06-30$0
Contributions received from other sources (not participants or employers)2019-06-30$0
Other income received2019-06-30$107,971
Noncash contributions received2019-06-30$0
Net income (gross income less expenses)2019-06-30$107,971
Net plan assets at end of year (total assets less liabilities)2019-06-30$590,184
Net plan assets at beginning of year (total assets less liabilities)2019-06-30$482,213
Assets. Value of employer securities2019-06-30$589,051
Total contributions received or receivable from employer(s)2019-06-30$0
Value of certain deemed distributions of participant loans2019-06-30$0
Value of corrective distributions2019-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-06-30$0
2018 : LSSI 401K 2018 401k financial data
Transfers to/from the plan2018-06-30$0
Total plan liabilities at end of year2018-06-30$0
Total plan liabilities at beginning of year2018-06-30$0
Total income from all sources2018-06-30$68,030
Expenses. Total of all expenses incurred2018-06-30$0
Benefits paid (including direct rollovers)2018-06-30$0
Total plan assets at end of year2018-06-30$482,213
Total plan assets at beginning of year2018-06-30$414,183
Total contributions received or receivable from participants2018-06-30$0
Expenses. Other expenses not covered elsewhere2018-06-30$0
Contributions received from other sources (not participants or employers)2018-06-30$0
Other income received2018-06-30$68,030
Noncash contributions received2018-06-30$0
Net income (gross income less expenses)2018-06-30$68,030
Net plan assets at end of year (total assets less liabilities)2018-06-30$482,213
Net plan assets at beginning of year (total assets less liabilities)2018-06-30$414,183
Assets. Value of employer securities2018-06-30$481,101
Total contributions received or receivable from employer(s)2018-06-30$0
Value of certain deemed distributions of participant loans2018-06-30$0
Value of corrective distributions2018-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-06-30$0
2017 : LSSI 401K 2017 401k financial data
Transfers to/from the plan2017-06-30$0
Total plan liabilities at end of year2017-06-30$0
Total plan liabilities at beginning of year2017-06-30$0
Total income from all sources2017-06-30$414,183
Expenses. Total of all expenses incurred2017-06-30$0
Benefits paid (including direct rollovers)2017-06-30$0
Total plan assets at end of year2017-06-30$414,183
Total plan assets at beginning of year2017-06-30$0
Total contributions received or receivable from participants2017-06-30$0
Expenses. Other expenses not covered elsewhere2017-06-30$0
Contributions received from other sources (not participants or employers)2017-06-30$238,113
Other income received2017-06-30$176,070
Noncash contributions received2017-06-30$0
Net income (gross income less expenses)2017-06-30$414,183
Net plan assets at end of year (total assets less liabilities)2017-06-30$414,183
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$0
Assets. Value of employer securities2017-06-30$413,082
Total contributions received or receivable from employer(s)2017-06-30$0
Value of certain deemed distributions of participant loans2017-06-30$0
Value of corrective distributions2017-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-06-30$0

Form 5500 Responses for LSSI 401K

2021: LSSI 401K 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: LSSI 401K 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: LSSI 401K 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2017: LSSI 401K 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: LSSI 401K 2016 form 5500 responses
2016-11-09Type of plan entitySingle employer plan
2016-11-09First time form 5500 has been submittedYes
2016-11-09Submission has been amendedNo
2016-11-09This submission is the final filingNo
2016-11-09This return/report is a short plan year return/report (less than 12 months)Yes
2016-11-09Plan is a collectively bargained planNo
2016-11-09Plan funding arrangement – TrustYes
2016-11-09Plan benefit arrangement - TrustYes

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