2023 Form 5500 filing — Storage Works, Inc. 401(K) Profit Sharing Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240628114507NAL0000596881002) for Storage Works, Inc. 401(K) Profit Sharing Plan, reported by Storage Works, Inc. under EIN 83-3503499 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.1MReported net assets$2,099,301
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240628114507NAL0000596881002
Plan sponsor
Storage Works, Inc.
EIN
83-3503499
Plan number
001
Location
Ft. Myers, FL
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.1M total assets
Net assets$2.1MLiabilities
Money in vs. money out
Total income / additions$84K
Total expenses$5.4K
Benefits paid / distributionsNot reported
Full reported line items
Total assets (EOY)
$2,099,301
Net assets (EOY)
$2,099,301
Total income / additions
$84,031
Administrative expenses
$5,443
Total expenses
$5,443
Net increase / (decrease)
$78,588

Related Form 5500 pages