401k Plan data: SAN FRANCISCO MINI STORAGE DEFINED BENEFIT PENSION PLAN plan

SAN FRANCISCO MINI STORAGE DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	SAN FRANCISCO MINI STORAGE DEFINED BENEFIT PENSION PLAN
Plan identification number	001

SAN FRANCISCO MINI STORAGE DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
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).
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

SAN FRANCISCO MINI STORAGE has sponsored the creation of one or more 401k plans.

Company Name: SAN FRANCISCO MINI STORAGE

Employer identification number (EIN): 942920088

NAIC Classification: 493100

Additional information about SAN FRANCISCO MINI STORAGE

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C1176971

More information about SAN FRANCISCO MINI STORAGE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAN FRANCISCO MINI STORAGE DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2019-01-01
001 2018-01-01 FRAN STONE 2019-10-08 FRAN STONE 2019-10-08
001 2017-01-01 FRAN STONE 2018-10-09 FRAN STONE 2018-10-09
001 2016-01-01 FRAN STONE 2017-10-12 FRAN STONE 2017-10-12
001 2015-01-01 FRANCOISE STONE 2016-09-14 FRANCOISE STONE 2016-09-14
001 2014-01-01 FRANCOISE STONE 2015-10-14 FRANCOISE STONE 2015-10-14
001 2013-01-01 FRANCOISE STONE 2014-10-14 FRANCOISE STONE 2014-10-14
001 2012-01-01 FRANCOISE STONE 2013-10-09 FRANCOISE STONE 2013-10-09
001 2011-01-01 FRANCOISE STONE 2012-10-04
001 2010-01-01 FRANCOISE STONE 2011-10-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2019-01-01
001	2018-01-01	FRAN STONE	2019-10-08	FRAN STONE	2019-10-08
001	2017-01-01	FRAN STONE	2018-10-09	FRAN STONE	2018-10-09
001	2016-01-01	FRAN STONE	2017-10-12	FRAN STONE	2017-10-12
001	2015-01-01	FRANCOISE STONE	2016-09-14	FRANCOISE STONE	2016-09-14
001	2014-01-01	FRANCOISE STONE	2015-10-14	FRANCOISE STONE	2015-10-14
001	2013-01-01	FRANCOISE STONE	2014-10-14	FRANCOISE STONE	2014-10-14
001	2012-01-01	FRANCOISE STONE	2013-10-09	FRANCOISE STONE	2013-10-09
001	2011-01-01	FRANCOISE STONE	2012-10-04
001	2010-01-01	FRANCOISE STONE	2011-10-11

Plan Statistics for SAN FRANCISCO MINI STORAGE DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for SAN FRANCISCO MINI STORAGE DEFINED BENEFIT PENSION PLAN

Measure Date Value
2016: SAN FRANCISCO MINI STORAGE DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 2,656,077
Acturial value of plan assets 2016-12-31 2,656,077
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 6
Fundng target for terminated vested participants 2016-12-31 27,801
Active participant vested funding target 2016-12-31 938,577
Number of active participants 2016-12-31 2
Total funding liabilities for active participants 2016-12-31 938,577
Total participant count 2016-12-31 8
Total funding target for all participants 2016-12-31 966,378
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 141,353
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 2016-12-31 141,353
Present value of excess contributions 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
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 2016-12-31 141,028
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 0
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

Measure	Date	Value
2016: SAN FRANCISCO MINI STORAGE DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	2,656,077
Acturial value of plan assets	2016-12-31	2,656,077
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	6
Fundng target for terminated vested participants	2016-12-31	27,801
Active participant vested funding target	2016-12-31	938,577
Number of active participants	2016-12-31	2
Total funding liabilities for active participants	2016-12-31	938,577
Total participant count	2016-12-31	8
Total funding target for all participants	2016-12-31	966,378
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	141,353
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	141,353
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
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	141,028
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	0
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

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Company Name:	SAN FRANCISCO MINI STORAGE
Employer identification number (EIN):	942920088
NAIC Classification:	493100

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C1176971