METRO MINI STORAGE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan METRO MINI STORAGE RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2023 : METRO MINI STORAGE RETIREMENT PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total transfer of assets to this plan | 2023-12-31 | $0 |
| Total transfer of assets from this plan | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $1,997,184 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $678,338 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $617,864 |
| Expenses. Certain deemed distributions of participant loans | 2023-12-31 | $2,969 |
| Value of total corrective distributions | 2023-12-31 | $20,217 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $956,765 |
| Value of total assets at end of year | 2023-12-31 | $7,253,185 |
| Value of total assets at beginning of year | 2023-12-31 | $5,934,339 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $37,288 |
| Total interest from all sources | 2023-12-31 | $1,836 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $138,144 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $138,144 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $556,243 |
| Participant contributions at end of year | 2023-12-31 | $58,928 |
| Participant contributions at beginning of year | 2023-12-31 | $12,499 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $9,618 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $1,318,846 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $7,253,185 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $5,934,339 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Investment advisory and management fees | 2023-12-31 | $15,763 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $6,411,561 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $4,991,497 |
| Interest on participant loans | 2023-12-31 | $1,836 |
| Value of interest in common/collective trusts at end of year | 2023-12-31 | $782,696 |
| Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $930,343 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $874,389 |
| Net investment gain or loss from common/collective trusts | 2023-12-31 | $26,050 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $390,904 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $617,864 |
| Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | PEARCE |
| Accountancy firm EIN | 2023-12-31 | 630813240 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total transfer of assets to this plan | 2023-01-01 | $0 |
| Total transfer of assets from this plan | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $1,997,184 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $678,338 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $617,864 |
| Expenses. Certain deemed distributions of participant loans | 2023-01-01 | $2,969 |
| Value of total corrective distributions | 2023-01-01 | $20,217 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $956,765 |
| Value of total assets at end of year | 2023-01-01 | $7,253,185 |
| Value of total assets at beginning of year | 2023-01-01 | $5,934,339 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $37,288 |
| Total interest from all sources | 2023-01-01 | $1,836 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $138,144 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $138,144 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $556,243 |
| Participant contributions at end of year | 2023-01-01 | $58,928 |
| Participant contributions at beginning of year | 2023-01-01 | $12,499 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $9,618 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $1,318,846 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $7,253,185 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $5,934,339 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Investment advisory and management fees | 2023-01-01 | $15,763 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $6,411,561 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $4,991,497 |
| Interest on participant loans | 2023-01-01 | $1,836 |
| Value of interest in common/collective trusts at end of year | 2023-01-01 | $782,696 |
| Value of interest in common/collective trusts at beginning of year | 2023-01-01 | $930,343 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $874,389 |
| Net investment gain or loss from common/collective trusts | 2023-01-01 | $26,050 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $390,904 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $617,864 |
| Did the plan have assets held for investment | 2023-01-01 | 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 | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | PEARCE |
| Accountancy firm EIN | 2023-01-01 | 630813240 |
| 2022 : METRO MINI STORAGE RETIREMENT PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total transfer of assets from this plan | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $-749,970 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $739,234 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $719,164 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $660,562 |
| Value of total assets at end of year | 2022-12-31 | $5,934,339 |
| Value of total assets at beginning of year | 2022-12-31 | $7,423,543 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $20,070 |
| Total interest from all sources | 2022-12-31 | $185 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $183,772 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $183,772 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | Yes |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $389,786 |
| Participant contributions at end of year | 2022-12-31 | $12,499 |
| Participant contributions at beginning of year | 2022-12-31 | $654,832 |
| Participant contributions at beginning of year | 2022-12-31 | $36,842 |
| Administrative expenses (other) incurred | 2022-12-31 | $20,070 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-1,489,204 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $5,934,339 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $7,423,543 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $4,991,497 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $439,235 |
| Interest on participant loans | 2022-12-31 | $185 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $930,343 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $6,275,084 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,607,745 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $13,256 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $270,776 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $17,550 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $719,164 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | Yes |
| Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | PEARCE, BEVILL, LEESBURG, MOORE |
| Accountancy firm EIN | 2022-12-31 | 630813240 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total transfer of assets from this plan | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $-749,970 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $739,234 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $719,164 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $660,562 |
| Value of total assets at end of year | 2022-01-01 | $5,934,339 |
| Value of total assets at beginning of year | 2022-01-01 | $7,423,543 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $20,070 |
| Total interest from all sources | 2022-01-01 | $185 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $183,772 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $183,772 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | Yes |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $389,786 |
| Participant contributions at end of year | 2022-01-01 | $12,499 |
| Participant contributions at beginning of year | 2022-01-01 | $654,832 |
| Participant contributions at beginning of year | 2022-01-01 | $36,842 |
| Administrative expenses (other) incurred | 2022-01-01 | $20,070 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-1,489,204 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $5,934,339 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $7,423,543 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $4,991,497 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $439,235 |
| Interest on participant loans | 2022-01-01 | $185 |
| Value of interest in common/collective trusts at end of year | 2022-01-01 | $930,343 |
| Value of interest in common/collective trusts at beginning of year | 2022-01-01 | $6,275,084 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-1,607,745 |
| Net investment gain or loss from common/collective trusts | 2022-01-01 | $13,256 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $270,776 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $17,550 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $719,164 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-01-01 | Yes |
| Did the plan have assets held for investment | 2022-01-01 | 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 | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | PEARCE, BEVILL, LEESBURG, MOORE |
| Accountancy firm EIN | 2022-01-01 | 630813240 |
| 2021 : METRO MINI STORAGE RETIREMENT PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $1,719,848 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $294,805 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $293,680 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $715,807 |
| Value of total assets at end of year | 2021-12-31 | $7,423,543 |
| Value of total assets at beginning of year | 2021-12-31 | $5,998,500 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $1,125 |
| Total interest from all sources | 2021-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $300,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $350,269 |
| Participant contributions at end of year | 2021-12-31 | $36,842 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $144,183 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $1,425,043 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $7,423,543 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $5,998,500 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $439,235 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $345,563 |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $6,275,084 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $5,048,315 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $654,832 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $604,622 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $75,268 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $923,184 |
| Net investment gain or loss from common/collective trusts | 2021-12-31 | $5,589 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $221,355 |
| Employer contributions (assets) at end of year | 2021-12-31 | $17,550 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $293,680 |
| Contract administrator fees | 2021-12-31 | $1,125 |
| Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | PEARCE, BEVILL, LEESBURG, MOORE, PC |
| Accountancy firm EIN | 2021-12-31 | 630813240 |
