401k Plan data: SX MANAGEMENT, LLC 401(K) PLAN plan

SX MANAGEMENT, LLC 401(K) PLAN 401k Plan overview

Plan Name	SX MANAGEMENT, LLC 401(K) PLAN
Plan identification number	001

SX MANAGEMENT, LLC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

SX MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.

Company Name: SX MANAGEMENT, LLC

Employer identification number (EIN): 870789696

NAIC Classification: 531130
NAIC Description: Lessors of Miniwarehouses and Self-Storage Units

Additional information about SX MANAGEMENT, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date: 2011-05-04

Company Identification Number: 4977956

Legal Registered Office Address: 160 Greentree Dr Ste 101

Dover
United States of America (USA)
19904

More information about SX MANAGEMENT, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SX MANAGEMENT, LLC 401(K) 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 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01 STEVEN MITNICK 2016-10-03
001 2014-01-01
001 2013-01-01
001 2012-01-01
001 2011-01-01
001 2010-01-01
001 2009-01-01
001 2008-01-01
001 2008-01-01
001 2007-07-01

Plan Statistics for SX MANAGEMENT, LLC 401(K) PLAN

401k plan membership statisitcs for SX MANAGEMENT, LLC 401(K) PLAN

Measure Date Value
2008: SX MANAGEMENT, LLC 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year 2008-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 17
Number of retired or separated participants receiving benefits 2008-01-01 0
Number of other retired or separated participants entitled to future benefits 2008-01-01 0
Total of all active and inactive participants 2008-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-01-01 0
Total participants 2008-01-01 17
Number of participants with account balances 2008-01-01 16
2007: SX MANAGEMENT, LLC 401(K) PLAN 2007 401k membership
Total participants, beginning-of-year 2007-07-01 20
Total number of active participants reported on line 7a of the Form 5500 2007-07-01 20
Number of retired or separated participants receiving benefits 2007-07-01 0
Number of other retired or separated participants entitled to future benefits 2007-07-01 0
Total of all active and inactive participants 2007-07-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-07-01 0
Total participants 2007-07-01 20
Number of participants with account balances 2007-07-01 0

Measure	Date	Value
2008: SX MANAGEMENT, LLC 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year	2008-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	17
Number of retired or separated participants receiving benefits	2008-01-01	0
Number of other retired or separated participants entitled to future benefits	2008-01-01	0
Total of all active and inactive participants	2008-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-01-01	0
Total participants	2008-01-01	17
Number of participants with account balances	2008-01-01	16
2007: SX MANAGEMENT, LLC 401(K) PLAN 2007 401k membership
Total participants, beginning-of-year	2007-07-01	20
Total number of active participants reported on line 7a of the Form 5500	2007-07-01	20
Number of retired or separated participants receiving benefits	2007-07-01	0
Number of other retired or separated participants entitled to future benefits	2007-07-01	0
Total of all active and inactive participants	2007-07-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-07-01	0
Total participants	2007-07-01	20
Number of participants with account balances	2007-07-01	0

Financial Data on SX MANAGEMENT, LLC 401(K) PLAN

Measure	Date	Value
2008 : SX MANAGEMENT, LLC 401(K) PLAN 2008 401k financial data
Total income from all sources	2008-12-31	$15,022
Expenses. Total of all expenses incurred	2008-12-31	$812
Benefits paid (including direct rollovers)	2008-12-31	$812
Total plan assets at end of year	2008-12-31	$14,210
Total plan assets at beginning of year	2008-12-31	$0
Total contributions received or receivable from participants	2008-12-31	$11,176
Other income received	2008-12-31	$-3,900
Net income (gross income less expenses)	2008-12-31	$14,210
Net plan assets at end of year (total assets less liabilities)	2008-12-31	$14,210
Net plan assets at beginning of year (total assets less liabilities)	2008-12-31	$0
Total contributions received or receivable from employer(s)	2008-12-31	$7,746
2007 : SX MANAGEMENT, LLC 401(K) PLAN 2007 401k financial data
Total income from all sources	2007-12-31	$0
Expenses. Total of all expenses incurred	2007-12-31	$0
Total plan assets at end of year	2007-12-31	$0
Total plan assets at beginning of year	2007-12-31	$0
Net income (gross income less expenses)	2007-12-31	$0
Net plan assets at end of year (total assets less liabilities)	2007-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2007-12-31	$0

Form 5500 Responses for SX MANAGEMENT, LLC 401(K) PLAN

2008: SX MANAGEMENT, LLC 401(K) PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	No
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Insurance	Yes
2008-01-01	Plan funding arrangement – Trust	Yes
2008-01-01	Plan benefit arrangement – Insurance	Yes
2008-01-01	Plan benefit arrangement - Trust	Yes
2007: SX MANAGEMENT, LLC 401(K) PLAN 2007 form 5500 responses
2007-07-01	Type of plan entity	Single employer plan
2007-07-01	First time form 5500 has been submitted	Yes
2007-07-01	Submission has been amended	No
2007-07-01	This submission is the final filing	No
2007-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-07-01	Plan is a collectively bargained plan	No
2007-07-01	Plan funding arrangement – Insurance	Yes
2007-07-01	Plan funding arrangement – Trust	Yes
2007-07-01	Plan benefit arrangement – Insurance	Yes
2007-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

4-54654

Policy instance

Insurance contract or identification number	4-54654
Number of Individuals Covered	17
Insurance policy start date	2008-01-01
Insurance policy end date	2008-12-31
Total amount of commissions paid to insurance broker	USD $340
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?	No
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
Commission paid to Insurance Broker	USD $204
Insurance broker organization code?	3
Insurance broker name	DONALD DAVID GING

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

4-54654

Policy instance

Insurance contract or identification number	4-54654
Number of Individuals Covered	20
Insurance policy start date	2007-07-01
Insurance policy end date	2007-12-31
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?	No
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

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:	SX MANAGEMENT, LLC
Employer identification number (EIN):	870789696
NAIC Classification:	531130
NAIC Description:	Lessors of Miniwarehouses and Self-Storage Units

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:	2011-05-04
Company Identification Number:	4977956
Legal Registered Office Address:	160 Greentree Dr Ste 101 Dover United States of America (USA) 19904

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01	STEVEN MITNICK	2016-10-03
001	2014-01-01
001	2013-01-01
001	2012-01-01
001	2011-01-01
001	2010-01-01
001	2009-01-01
001	2008-01-01
001	2008-01-01
001	2007-07-01