Plan5500

Montgomery Self Storage 401(K) Profit Sharing Plan — Form 5500 plan (Montgomery Self Storage)

Plain-English plan 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, Montgomery Self Storage 401(K) Profit Sharing Plan is a benefit plan reported by Montgomery Self Storage under EIN 20-1669415 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $137,011 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$137KPlan net assets, end of year$137,011
Participants1Covered participants reported
Assets / participant$137KComputed: assets ÷ participants$137,011 (computed)
Provider compensationNone reported
Plan sponsor
Montgomery Self Storage
EIN
20-1669415
Plan number
001
Plan type
2
Location
Montgomery, NY
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1 participants · 2Sch I
    View filing →
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$137K total assets
Net assets$137KLiabilities—
Money in vs. money out
Total income / additions$137K
Total expensesNot reported
Benefits paid / distributionsNot reported
Contributions
Employer$7K
Participant$30K
Full reported line items

Net assets

Total assets (EOY)
$137,011
Net assets (EOY)
$137,011
Net assets (BOY)
$0

Income & contributions

Employer contributions
$7,000
Participant contributions
$30,000
Total income / additions
$137,011

Expenses & distributions

Net increase / (decrease)
$137,011
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 19%Participant 81%
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages