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MOCKSVILLE OIL CO., INC. DBA MOCKSVILLE MINI STORAGE 401(K) PLAN 401k Plan overview

Plan NameMOCKSVILLE OIL CO., INC. DBA MOCKSVILLE MINI STORAGE 401(K) PLAN
Plan identification number 001

MOCKSVILLE OIL CO., INC. DBA MOCKSVILLE MINI STORAGE 401(K) PLAN 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.
  • 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

MOCKSVILLE OIL CO., INC. DBA MOCKSVILLE MINI STORAGE has sponsored the creation of one or more 401k plans.

Company Name:MOCKSVILLE OIL CO., INC. DBA MOCKSVILLE MINI STORAGE
Employer identification number (EIN):561216418
NAIC Classification:454310
NAIC Description:Fuel Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MOCKSVILLE OIL CO., INC. DBA MOCKSVILLE MINI STORAGE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-09-01
0012021-09-01
0012020-09-01JORDAN HOWELL2022-03-29
0012019-09-01JORDAN HOWELL2021-04-23
0012016-09-01CHARLES HOWELL
0012015-09-01CHARLES HOWELL
0012014-09-01CHARLES HOWELL
0012013-09-01CHARLES HOWELL
0012012-09-01CHARLES HOWELL
0012011-09-01CHARLES HOWELL
0012010-09-01CHARLES HOWELL
0012009-09-01CHARLES HOWELL

Plan Statistics for MOCKSVILLE OIL CO., INC. DBA MOCKSVILLE MINI STORAGE 401(K) PLAN

401k plan membership statisitcs for MOCKSVILLE OIL CO., INC. DBA MOCKSVILLE MINI STORAGE 401(K) PLAN

Measure Date Value
2025: MOCKSVILLE OIL CO., INC. DBA MOCKSVILLE MINI STORAGE 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-03-313
Total number of particpants at end of year2025-03-313
Number of Participants With Account Balances2025-03-313
2016: MOCKSVILLE OIL CO., INC. DBA MOCKSVILLE MINI STORAGE 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-09-013
Total number of active participants reported on line 7a of the Form 55002016-09-010
Number of retired or separated participants receiving benefits2016-09-010
Number of other retired or separated participants entitled to future benefits2016-09-010
Total of all active and inactive participants2016-09-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-09-010
Total participants2016-09-010
Number of participants with account balances2016-09-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-09-010
2015: MOCKSVILLE OIL CO., INC. DBA MOCKSVILLE MINI STORAGE 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-09-013
Total number of active participants reported on line 7a of the Form 55002015-09-010
Number of retired or separated participants receiving benefits2015-09-010
Number of other retired or separated participants entitled to future benefits2015-09-010
Total of all active and inactive participants2015-09-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-09-010
Total participants2015-09-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-09-010
2014: MOCKSVILLE OIL CO., INC. DBA MOCKSVILLE MINI STORAGE 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-09-013
Total number of active participants reported on line 7a of the Form 55002014-09-013
Number of retired or separated participants receiving benefits2014-09-010
Number of other retired or separated participants entitled to future benefits2014-09-010
Total of all active and inactive participants2014-09-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-09-010
Total participants2014-09-013
Number of participants with account balances2014-09-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-09-010
2013: MOCKSVILLE OIL CO., INC. DBA MOCKSVILLE MINI STORAGE 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-09-013
Total number of active participants reported on line 7a of the Form 55002013-09-013
Number of retired or separated participants receiving benefits2013-09-010
Number of other retired or separated participants entitled to future benefits2013-09-010
Total of all active and inactive participants2013-09-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-09-010
Total participants2013-09-013
Number of participants with account balances2013-09-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-09-010
2012: MOCKSVILLE OIL CO., INC. DBA MOCKSVILLE MINI STORAGE 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-09-013
Total number of active participants reported on line 7a of the Form 55002012-09-013
Number of retired or separated participants receiving benefits2012-09-010
Number of other retired or separated participants entitled to future benefits2012-09-010
Total of all active and inactive participants2012-09-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-09-010
Total participants2012-09-013
Number of participants with account balances2012-09-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-09-013
2011: MOCKSVILLE OIL CO., INC. DBA MOCKSVILLE MINI STORAGE 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-09-013
Total number of active participants reported on line 7a of the Form 55002011-09-013
Number of retired or separated participants receiving benefits2011-09-010
Number of other retired or separated participants entitled to future benefits2011-09-010
Total of all active and inactive participants2011-09-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-09-010
Total participants2011-09-013
Number of participants with account balances2011-09-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-09-010
2010: MOCKSVILLE OIL CO., INC. DBA MOCKSVILLE MINI STORAGE 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-09-013
Total number of active participants reported on line 7a of the Form 55002010-09-013
Number of retired or separated participants receiving benefits2010-09-010
Number of other retired or separated participants entitled to future benefits2010-09-010
Total of all active and inactive participants2010-09-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-09-010
Total participants2010-09-013
Number of participants with account balances2010-09-013
2009: MOCKSVILLE OIL CO., INC. DBA MOCKSVILLE MINI STORAGE 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-09-013
Total number of active participants reported on line 7a of the Form 55002009-09-013
Number of retired or separated participants receiving benefits2009-09-010
Number of other retired or separated participants entitled to future benefits2009-09-010
Total of all active and inactive participants2009-09-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-09-010
Total participants2009-09-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-09-013

Financial Data on MOCKSVILLE OIL CO., INC. DBA MOCKSVILLE MINI STORAGE 401(K) PLAN

Measure Date Value
2025 : MOCKSVILLE OIL CO., INC. DBA MOCKSVILLE MINI STORAGE 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-03-310
Total liabilities as of the end of the plan year2025-03-310
Total liabilities as of the beginning of the plan year2025-03-310
Total expenses incurred by plan in this plan year2025-03-310
Net assets as of the end of the plan year2025-03-311512604
Total assets as of the beginning of the plan year2025-03-311365015
Value of plan covered by a fidelity bond2025-03-31155000
Participant contributions to plan in this plan year2025-03-310
Other expenses paid from plan in this plan year2025-03-310
Other contributions to plan in this plan year2025-03-310
Other income to plan in this plan year2025-03-31147589
Plan net income in this plan year2025-03-31147589
Net assets as of the end of the plan year2025-03-311512604
Net assets as of the beginning of the plan year2025-03-311365015
Employer contributions to plan in this plan year2025-03-310
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-310
2017 : MOCKSVILLE OIL CO., INC. DBA MOCKSVILLE MINI STORAGE 401(K) PLAN 2017 401k financial data
Total income from all sources2017-08-31$115,877
Total plan assets at end of year2017-08-31$1,107,480
Total plan assets at beginning of year2017-08-31$991,603
Value of fidelity bond covering the plan2017-08-31$120,000
Other income received2017-08-31$83,877
Net income (gross income less expenses)2017-08-31$115,877
Net plan assets at end of year (total assets less liabilities)2017-08-31$1,107,480
Net plan assets at beginning of year (total assets less liabilities)2017-08-31$991,603
Total contributions received or receivable from employer(s)2017-08-31$32,000
2016 : MOCKSVILLE OIL CO., INC. DBA MOCKSVILLE MINI STORAGE 401(K) PLAN 2016 401k financial data
Total income from all sources2016-08-31$91,643
Total plan assets at end of year2016-08-31$991,603
Total plan assets at beginning of year2016-08-31$899,960
Other income received2016-08-31$51,643
Net income (gross income less expenses)2016-08-31$91,643
Net plan assets at end of year (total assets less liabilities)2016-08-31$991,603
Net plan assets at beginning of year (total assets less liabilities)2016-08-31$899,960
Total contributions received or receivable from employer(s)2016-08-31$40,000
2015 : MOCKSVILLE OIL CO., INC. DBA MOCKSVILLE MINI STORAGE 401(K) PLAN 2015 401k financial data
Total income from all sources2015-08-31$2,144
Total plan assets at end of year2015-08-31$899,960
Total plan assets at beginning of year2015-08-31$897,816
Value of fidelity bond covering the plan2015-08-31$100,000
Other income received2015-08-31$-20,856
Net income (gross income less expenses)2015-08-31$2,144
Net plan assets at end of year (total assets less liabilities)2015-08-31$899,960
Net plan assets at beginning of year (total assets less liabilities)2015-08-31$897,816
Total contributions received or receivable from employer(s)2015-08-31$23,000
2014 : MOCKSVILLE OIL CO., INC. DBA MOCKSVILLE MINI STORAGE 401(K) PLAN 2014 401k financial data
Total income from all sources2014-08-31$93,229
Expenses. Total of all expenses incurred2014-08-31$15,763
Benefits paid (including direct rollovers)2014-08-31$15,763
Total plan assets at end of year2014-08-31$897,816
Total plan assets at beginning of year2014-08-31$820,350
Value of fidelity bond covering the plan2014-08-31$100,000
Other income received2014-08-31$78,229
Net income (gross income less expenses)2014-08-31$77,466
Net plan assets at end of year (total assets less liabilities)2014-08-31$897,816
Net plan assets at beginning of year (total assets less liabilities)2014-08-31$820,350
Total contributions received or receivable from employer(s)2014-08-31$15,000
2013 : MOCKSVILLE OIL CO., INC. DBA MOCKSVILLE MINI STORAGE 401(K) PLAN 2013 401k financial data
Total income from all sources2013-08-31$64,526
Total plan assets at end of year2013-08-31$820,350
Total plan assets at beginning of year2013-08-31$755,824
Value of fidelity bond covering the plan2013-08-31$100,000
Contributions received from other sources (not participants or employers)2013-08-31$666
Other income received2013-08-31$48,860
Net income (gross income less expenses)2013-08-31$64,526
Net plan assets at end of year (total assets less liabilities)2013-08-31$820,350
Net plan assets at beginning of year (total assets less liabilities)2013-08-31$755,824
Total contributions received or receivable from employer(s)2013-08-31$15,000
2012 : MOCKSVILLE OIL CO., INC. DBA MOCKSVILLE MINI STORAGE 401(K) PLAN 2012 401k financial data
Total income from all sources2012-08-31$58,716
Total plan assets at end of year2012-08-31$755,824
Total plan assets at beginning of year2012-08-31$697,108
Value of fidelity bond covering the plan2012-08-31$75,000
Other income received2012-08-31$43,716
Net income (gross income less expenses)2012-08-31$58,716
Net plan assets at end of year (total assets less liabilities)2012-08-31$755,824
Net plan assets at beginning of year (total assets less liabilities)2012-08-31$697,108
Total contributions received or receivable from employer(s)2012-08-31$15,000
2011 : MOCKSVILLE OIL CO., INC. DBA MOCKSVILLE MINI STORAGE 401(K) PLAN 2011 401k financial data
Total income from all sources2011-08-31$69,172
Total plan assets at end of year2011-08-31$697,108
Total plan assets at beginning of year2011-08-31$627,936
Value of fidelity bond covering the plan2011-08-31$75,000
Other income received2011-08-31$54,172
Net income (gross income less expenses)2011-08-31$69,172
Net plan assets at end of year (total assets less liabilities)2011-08-31$697,108
Net plan assets at beginning of year (total assets less liabilities)2011-08-31$627,936
Total contributions received or receivable from employer(s)2011-08-31$15,000

Form 5500 Responses for MOCKSVILLE OIL CO., INC. DBA MOCKSVILLE MINI STORAGE 401(K) PLAN

2016: MOCKSVILLE OIL CO., INC. DBA MOCKSVILLE MINI STORAGE 401(K) PLAN 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01Plan funding arrangement – InsuranceYes
2016-09-01Plan funding arrangement – TrustYes
2016-09-01Plan benefit arrangement – InsuranceYes
2016-09-01Plan benefit arrangement - TrustYes
2015: MOCKSVILLE OIL CO., INC. DBA MOCKSVILLE MINI STORAGE 401(K) PLAN 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Plan funding arrangement – InsuranceYes
2015-09-01Plan funding arrangement – TrustYes
2015-09-01Plan benefit arrangement – InsuranceYes
2015-09-01Plan benefit arrangement - TrustYes
2014: MOCKSVILLE OIL CO., INC. DBA MOCKSVILLE MINI STORAGE 401(K) PLAN 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Plan funding arrangement – InsuranceYes
2014-09-01Plan funding arrangement – TrustYes
2014-09-01Plan benefit arrangement – InsuranceYes
2014-09-01Plan benefit arrangement - TrustYes
2013: MOCKSVILLE OIL CO., INC. DBA MOCKSVILLE MINI STORAGE 401(K) PLAN 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Plan funding arrangement – InsuranceYes
2013-09-01Plan funding arrangement – TrustYes
2013-09-01Plan benefit arrangement – InsuranceYes
2013-09-01Plan benefit arrangement - TrustYes
2012: MOCKSVILLE OIL CO., INC. DBA MOCKSVILLE MINI STORAGE 401(K) PLAN 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Plan funding arrangement – InsuranceYes
2012-09-01Plan funding arrangement – TrustYes
2012-09-01Plan benefit arrangement – InsuranceYes
2012-09-01Plan benefit arrangement - TrustYes
2011: MOCKSVILLE OIL CO., INC. DBA MOCKSVILLE MINI STORAGE 401(K) PLAN 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Plan funding arrangement – InsuranceYes
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement – InsuranceYes
2011-09-01Plan benefit arrangement - TrustYes
2010: MOCKSVILLE OIL CO., INC. DBA MOCKSVILLE MINI STORAGE 401(K) PLAN 2010 form 5500 responses
2010-09-01Type of plan entitySingle employer plan
2010-09-01Plan funding arrangement – InsuranceYes
2010-09-01Plan funding arrangement – TrustYes
2010-09-01Plan benefit arrangement – InsuranceYes
2010-09-01Plan benefit arrangement - TrustYes
2009: MOCKSVILLE OIL CO., INC. DBA MOCKSVILLE MINI STORAGE 401(K) PLAN 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Plan funding arrangement – InsuranceYes
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement – InsuranceYes
2009-09-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVR02051613
Policy instance 1
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVR06086672
Policy instance 2
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVR02051613
Policy instance 1
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVR06086672
Policy instance 2
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVR02051613
Policy instance 1
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVR06086672
Policy instance 2
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVR02051613
Policy instance 1
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVR06086672
Policy instance 2
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVR02051613
Policy instance 1
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVR06086672
Policy instance 2
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVR02051613
Policy instance 1
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVR06086672
Policy instance 2

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