Plan Ledger DOL Form 5500 · updated monthly

Southwest Mobile Storage401(k)

SMS & FTS 401(K) PLAN · PHOENIX, AZ · plan year 2022

Plan assets · 2022
$42K

Southwest Mobile Storage's 2022 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $41,672 across 31 participant accounts. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Arizona (1,277th of 1,285), and 2,085th of 2,096 in real estate & leasing.

Plan summary
Net assets, end of year$41,672
Participants with balances31
Active participants170
Employer contributions—
Employee contributions$41,901
Employer contribution per active participant—
Average account balance$1,344
Plan auditUnmodified (clean) audit opinion
Similar plansReal Estate & Leasing · Arizona
Pem Payroll, LLC AZ$1.1M · 0.15%
Iris Senior Living LLC TX$64K · 4.08%
Ny Deep LLC NJ$61K · 2.73%
Mosaic Management Inc OR$53K · 0.87%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 860803735 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.