2023 Form 5500 filing — Area Storage & Transfer Inc. 401(K) Profit Sharing Plan & Trust

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 20240718090306NAL0009221920001) for Area Storage & Transfer Inc. 401(K) Profit Sharing Plan & Trust, reported by Area Storage & Transfer Inc under EIN 22-2981560 and plan number 001. It reports 329 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.3MReported net assets$2,299,972
Participants329
Provider compensation$10.1K1 Schedule C row(s)$10,137
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240718090306NAL0009221920001
Plan sponsor
Area Storage & Transfer Inc
EIN
22-2981560
Plan number
001
Location
Harrisburg, PA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

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

Reported balance (end of year)$2.3M total assets
Net assets$2.3MLiabilities$0
Money in vs. money out
Total income / additions$601.7K
Total expenses$203.7K
Benefits paid / distributions$187.7K
Contributions
Employer$0
Participant$344.2K
Full reported line items
Total assets (EOY)
$2,299,972
Total liabilities (EOY)
$0
Net assets (EOY)
$2,299,972
Employer contributions
$0
Participant contributions
$344,167
Total income / additions
$601,720
Benefits paid
$187,715
Administrative expenses
$15,071
Total expenses
$203,677
Net increase / (decrease)
$398,043

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Paychex, Inc.RECORDKEEPER$10,137not reported in the loaded dataset

Related Form 5500 pages