Area Storage & Transfer Inc. 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Area Storage & Transfer Inc)
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, Area Storage & Transfer Inc. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Area Storage & Transfer Inc under EIN 22-2981560 and plan number 001. The latest loaded filing year is 2023. The filing reports 329 participants and $2,299,972 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Area Storage & Transfer Inc
- EIN
- 22-2981560
- Plan number
- 001
- Plan type
- 2
- Location
- Harrisburg, PA
- Latest filing year
- 2023
- Participants
- 329
- End-of-year plan assets
- $2,299,972
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 329 | H, C | 20240718090306NAL0009221920001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,299,972
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,299,972
- Net assets (BOY)
- $1,901,929
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $344,167
- Total contributions
- $344,167
- Total income / additions
- $601,720
Expenses & distributions
- Benefits paid
- $187,715
- Administrative expenses
- $15,071
- Total expenses
- $203,677
- Net increase / (decrease)
- $398,043
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Paychex, Inc. | RECORDKEEPER | $10,137 | not reported in the loaded dataset | 2023 |