Civic Intelligence
Filing

Ssa Employees 401 K

Self Storage Association • EIN 71-0552035 • Plan year 2003

Company ProfileSource Archive

View Related Profile

Filing Insights

Participants

Down

11 → 9

-2 • -18.18%

Assets

Up

$118,291 → $177,356

$59,065 • 49.93%

Investment Management Fee

-

Admin expenses - • Total expenses $950

Filing Details

Context
Net investment result
$59,065

Status Flags

Fidelity bond in place

No

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024120$4,230,517$781,436$39,072iApproximate average salary by contribution assumption: employee only about $976,795 at 4% or $651,197 at 6%; with 50% employer match about $651,197 at 4% or $434,131 at 6%; with 100% employer match about $488,398 at 4% or $325,598 at 6%.
Ssa Employees 401 K-20$4,230,517$781,436$39,072iApproximate average salary by contribution assumption: employee only about $976,795 at 4% or $651,197 at 6%; with 50% employer match about $651,197 at 4% or $434,131 at 6%; with 100% employer match about $488,398 at 4% or $325,598 at 6%.
2023118$3,660,139$304,643$16,925iApproximate average salary by contribution assumption: employee only about $423,115 at 4% or $282,077 at 6%; with 50% employer match about $282,077 at 4% or $188,051 at 6%; with 100% employer match about $211,558 at 4% or $141,038 at 6%.
Ssa Employees 401 K-18$3,660,139$304,643$16,925iApproximate average salary by contribution assumption: employee only about $423,115 at 4% or $282,077 at 6%; with 50% employer match about $282,077 at 4% or $188,051 at 6%; with 100% employer match about $211,558 at 4% or $141,038 at 6%.
2022116$2,881,228$278,610$17,413iApproximate average salary by contribution assumption: employee only about $435,328 at 4% or $290,219 at 6%; with 50% employer match about $290,219 at 4% or $193,479 at 6%; with 100% employer match about $217,664 at 4% or $145,109 at 6%.
Ssa Employees 401 K-16$2,881,228$278,610$17,413iApproximate average salary by contribution assumption: employee only about $435,328 at 4% or $290,219 at 6%; with 50% employer match about $290,219 at 4% or $193,479 at 6%; with 100% employer match about $217,664 at 4% or $145,109 at 6%.
2021116$2,980,792$236,350$14,772iApproximate average salary by contribution assumption: employee only about $369,297 at 4% or $246,198 at 6%; with 50% employer match about $246,198 at 4% or $164,132 at 6%; with 100% employer match about $184,648 at 4% or $123,099 at 6%.
Ssa Employees 401 K-16$2,980,792$236,350$14,772iApproximate average salary by contribution assumption: employee only about $369,297 at 4% or $246,198 at 6%; with 50% employer match about $246,198 at 4% or $164,132 at 6%; with 100% employer match about $184,648 at 4% or $123,099 at 6%.
2020116$2,339,711$242,337$15,146iApproximate average salary by contribution assumption: employee only about $378,652 at 4% or $252,434 at 6%; with 50% employer match about $252,434 at 4% or $168,290 at 6%; with 100% employer match about $189,326 at 4% or $126,217 at 6%.
Ssa Employees 401 K-16$2,339,711$242,337$15,146iApproximate average salary by contribution assumption: employee only about $378,652 at 4% or $252,434 at 6%; with 50% employer match about $252,434 at 4% or $168,290 at 6%; with 100% employer match about $189,326 at 4% or $126,217 at 6%.
2019113$1,779,500$226,940$17,457iApproximate average salary by contribution assumption: employee only about $436,423 at 4% or $290,949 at 6%; with 50% employer match about $290,949 at 4% or $193,966 at 6%; with 100% employer match about $218,212 at 4% or $145,474 at 6%.
Ssa Employees 401 K-13$1,779,500$226,940$17,457iApproximate average salary by contribution assumption: employee only about $436,423 at 4% or $290,949 at 6%; with 50% employer match about $290,949 at 4% or $193,966 at 6%; with 100% employer match about $218,212 at 4% or $145,474 at 6%.
2018113$1,314,760$174,459$13,420iApproximate average salary by contribution assumption: employee only about $335,498 at 4% or $223,665 at 6%; with 50% employer match about $223,665 at 4% or $149,110 at 6%; with 100% employer match about $167,749 at 4% or $111,833 at 6%.
Ssa Employees 401 K-13$1,314,760$174,459$13,420iApproximate average salary by contribution assumption: employee only about $335,498 at 4% or $223,665 at 6%; with 50% employer match about $223,665 at 4% or $149,110 at 6%; with 100% employer match about $167,749 at 4% or $111,833 at 6%.
2017111$1,211,931$153,704$13,973iApproximate average salary by contribution assumption: employee only about $349,327 at 4% or $232,885 at 6%; with 50% employer match about $232,885 at 4% or $155,257 at 6%; with 100% employer match about $174,664 at 4% or $116,442 at 6%.
Ssa Employees 401 K-11$1,211,931$153,704$13,973iApproximate average salary by contribution assumption: employee only about $349,327 at 4% or $232,885 at 6%; with 50% employer match about $232,885 at 4% or $155,257 at 6%; with 100% employer match about $174,664 at 4% or $116,442 at 6%.
2016111$955,239$121,147$11,013iApproximate average salary by contribution assumption: employee only about $275,334 at 4% or $183,556 at 6%; with 50% employer match about $183,556 at 4% or $122,371 at 6%; with 100% employer match about $137,667 at 4% or $91,778 at 6%.
Ssa Employees 401 K-11$955,239$121,147$11,013iApproximate average salary by contribution assumption: employee only about $275,334 at 4% or $183,556 at 6%; with 50% employer match about $183,556 at 4% or $122,371 at 6%; with 100% employer match about $137,667 at 4% or $91,778 at 6%.
201519$1,112,301$96,066$10,674iApproximate average salary by contribution assumption: employee only about $266,850 at 4% or $177,900 at 6%; with 50% employer match about $177,900 at 4% or $118,600 at 6%; with 100% employer match about $133,425 at 4% or $88,950 at 6%.
Ssa Employees 401 K-9$1,112,301$96,066$10,674iApproximate average salary by contribution assumption: employee only about $266,850 at 4% or $177,900 at 6%; with 50% employer match about $177,900 at 4% or $118,600 at 6%; with 100% employer match about $133,425 at 4% or $88,950 at 6%.
2014111$1,042,124$72,764$6,615iApproximate average salary by contribution assumption: employee only about $165,373 at 4% or $110,248 at 6%; with 50% employer match about $110,248 at 4% or $73,499 at 6%; with 100% employer match about $82,686 at 4% or $55,124 at 6%.
Ssa Employees 401 K-11$1,042,124$72,764$6,615iApproximate average salary by contribution assumption: employee only about $165,373 at 4% or $110,248 at 6%; with 50% employer match about $110,248 at 4% or $73,499 at 6%; with 100% employer match about $82,686 at 4% or $55,124 at 6%.
2013110$934,607$67,793$6,779iApproximate average salary by contribution assumption: employee only about $169,483 at 4% or $112,988 at 6%; with 50% employer match about $112,988 at 4% or $75,326 at 6%; with 100% employer match about $84,741 at 4% or $56,494 at 6%.
Ssa Employees 401 K-10$934,607$67,793$6,779iApproximate average salary by contribution assumption: employee only about $169,483 at 4% or $112,988 at 6%; with 50% employer match about $112,988 at 4% or $75,326 at 6%; with 100% employer match about $84,741 at 4% or $56,494 at 6%.
2012110$754,513$55,948$5,595iApproximate average salary by contribution assumption: employee only about $139,870 at 4% or $93,247 at 6%; with 50% employer match about $93,247 at 4% or $62,164 at 6%; with 100% employer match about $69,935 at 4% or $46,623 at 6%.
Ssa Employees 401 K-10$754,513$55,948$5,595iApproximate average salary by contribution assumption: employee only about $139,870 at 4% or $93,247 at 6%; with 50% employer match about $93,247 at 4% or $62,164 at 6%; with 100% employer match about $69,935 at 4% or $46,623 at 6%.
201119$628,368$49,290$5,477iApproximate average salary by contribution assumption: employee only about $136,917 at 4% or $91,278 at 6%; with 50% employer match about $91,278 at 4% or $60,852 at 6%; with 100% employer match about $68,458 at 4% or $45,639 at 6%.
Ssa Employees 401 K-9$628,368$49,290$5,477iApproximate average salary by contribution assumption: employee only about $136,917 at 4% or $91,278 at 6%; with 50% employer match about $91,278 at 4% or $60,852 at 6%; with 100% employer match about $68,458 at 4% or $45,639 at 6%.
2010114$759,013$74,120$5,294iApproximate average salary by contribution assumption: employee only about $132,357 at 4% or $88,238 at 6%; with 50% employer match about $88,238 at 4% or $58,825 at 6%; with 100% employer match about $66,179 at 4% or $44,119 at 6%.
Ssa Employees 401 K-14$759,013$74,120$5,294iApproximate average salary by contribution assumption: employee only about $132,357 at 4% or $88,238 at 6%; with 50% employer match about $88,238 at 4% or $58,825 at 6%; with 100% employer match about $66,179 at 4% or $44,119 at 6%.
2009114$683,720$85,988$6,142iApproximate average salary by contribution assumption: employee only about $153,550 at 4% or $102,367 at 6%; with 50% employer match about $102,367 at 4% or $68,244 at 6%; with 100% employer match about $76,775 at 4% or $51,183 at 6%.
Ssa Employees 401 K-14$683,720$85,988$6,142iApproximate average salary by contribution assumption: employee only about $153,550 at 4% or $102,367 at 6%; with 50% employer match about $102,367 at 4% or $68,244 at 6%; with 100% employer match about $76,775 at 4% or $51,183 at 6%.
2008114$484,584$145,302$10,379iApproximate average salary by contribution assumption: employee only about $259,468 at 4% or $172,979 at 6%; with 50% employer match about $172,979 at 4% or $115,319 at 6%; with 100% employer match about $129,734 at 4% or $86,489 at 6%.
Ssa Employees 401 K-14$484,584$145,302$10,379iApproximate average salary by contribution assumption: employee only about $259,468 at 4% or $172,979 at 6%; with 50% employer match about $172,979 at 4% or $115,319 at 6%; with 100% employer match about $129,734 at 4% or $86,489 at 6%.
2007116$550,191$146,659$9,166iApproximate average salary by contribution assumption: employee only about $229,155 at 4% or $152,770 at 6%; with 50% employer match about $152,770 at 4% or $101,847 at 6%; with 100% employer match about $114,577 at 4% or $76,385 at 6%.
Ssa Employees 401 K-16$550,191$146,659$9,166iApproximate average salary by contribution assumption: employee only about $229,155 at 4% or $152,770 at 6%; with 50% employer match about $152,770 at 4% or $101,847 at 6%; with 100% employer match about $114,577 at 4% or $76,385 at 6%.
2006116$389,687$115,434$7,215iApproximate average salary by contribution assumption: employee only about $180,366 at 4% or $120,244 at 6%; with 50% employer match about $120,244 at 4% or $80,163 at 6%; with 100% employer match about $90,183 at 4% or $60,122 at 6%.
Ssa Employees 401 K-16$389,687$115,434$7,215iApproximate average salary by contribution assumption: employee only about $180,366 at 4% or $120,244 at 6%; with 50% employer match about $120,244 at 4% or $80,163 at 6%; with 100% employer match about $90,183 at 4% or $60,122 at 6%.
2005111$238,353$81,548$7,413iApproximate average salary by contribution assumption: employee only about $185,336 at 4% or $123,558 at 6%; with 50% employer match about $123,558 at 4% or $82,372 at 6%; with 100% employer match about $92,668 at 4% or $61,779 at 6%.
Ssa Employees 401 K-11$238,353$81,548$7,413iApproximate average salary by contribution assumption: employee only about $185,336 at 4% or $123,558 at 6%; with 50% employer match about $123,558 at 4% or $82,372 at 6%; with 100% employer match about $92,668 at 4% or $61,779 at 6%.
200419$164,863$41,721$4,636iApproximate average salary by contribution assumption: employee only about $115,892 at 4% or $77,261 at 6%; with 50% employer match about $77,261 at 4% or $51,507 at 6%; with 100% employer match about $57,946 at 4% or $38,631 at 6%.
Ssa Employees 401 K-9$164,863$41,721$4,636iApproximate average salary by contribution assumption: employee only about $115,892 at 4% or $77,261 at 6%; with 50% employer match about $77,261 at 4% or $51,507 at 6%; with 100% employer match about $57,946 at 4% or $38,631 at 6%.
200319$177,356$33,118$3,680iApproximate average salary by contribution assumption: employee only about $91,994 at 4% or $61,330 at 6%; with 50% employer match about $61,330 at 4% or $40,886 at 6%; with 100% employer match about $45,997 at 4% or $30,665 at 6%.
Ssa Employees 401 KCurrent9$177,356$33,118$3,680iApproximate average salary by contribution assumption: employee only about $91,994 at 4% or $61,330 at 6%; with 50% employer match about $61,330 at 4% or $40,886 at 6%; with 100% employer match about $45,997 at 4% or $30,665 at 6%.
200219$118,291$29,933$3,326iApproximate average salary by contribution assumption: employee only about $83,147 at 4% or $55,431 at 6%; with 50% employer match about $55,431 at 4% or $36,954 at 6%; with 100% employer match about $41,574 at 4% or $27,716 at 6%.
Ssa Employees 401 K-9$118,291$29,933$3,326iApproximate average salary by contribution assumption: employee only about $83,147 at 4% or $55,431 at 6%; with 50% employer match about $55,431 at 4% or $36,954 at 6%; with 100% employer match about $41,574 at 4% or $27,716 at 6%.
200017$76,485$37,580$5,369iApproximate average salary by contribution assumption: employee only about $134,214 at 4% or $89,476 at 6%; with 50% employer match about $89,476 at 4% or $59,651 at 6%; with 100% employer match about $67,107 at 4% or $44,738 at 6%.
Ssa Employees 401 K-7$76,485$37,580$5,369iApproximate average salary by contribution assumption: employee only about $134,214 at 4% or $89,476 at 6%; with 50% employer match about $89,476 at 4% or $59,651 at 6%; with 100% employer match about $67,107 at 4% or $44,738 at 6%.
199917$44,187$34,656$4,951iApproximate average salary by contribution assumption: employee only about $123,771 at 4% or $82,514 at 6%; with 50% employer match about $82,514 at 4% or $55,010 at 6%; with 100% employer match about $61,886 at 4% or $41,257 at 6%.
Ssa Employees 401 K-7$44,187$34,656$4,951iApproximate average salary by contribution assumption: employee only about $123,771 at 4% or $82,514 at 6%; with 50% employer match about $82,514 at 4% or $55,010 at 6%; with 100% employer match about $61,886 at 4% or $41,257 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
84037208008564
Form Id
48716380
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
3030374208008060002
Ins Broker 01 Name
HOWARD SOLTOFF
Ins Broker 01 Street Addr
6550 ROCK SPRING DR 250
Ins Broker 01 City
BETHESDA
Ins Broker 01 State
MD
Ins Broker 01 ZIP Code
20817
Ins Broker Comm Pd 01 Amount
$346
Ins Broker Fees Pd 01 Amount
$0
Ins Broker Fees Pd 01 Text
N/A
Ins Broker 01 Code
3
Row 2
Ins Carrier Name: AMERICAN UNITED LIFE INSURANCE COMPANY
Filing Id
84037208008564
Form Id
48716380
Schedule A EIN
71-0552035
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2003-01-01
Schedule A Tax Period
20031231
Ins Carrier Name
AMERICAN UNITED LIFE INSURANCE COMPANY
Ins Carrier EIN
35-0145825
Ins Carrier Naic Code
60895
Ins Contract Num
GA98707
Ins Prsn Covered End of year Count
9
Ins Policy From Date
2003-01-01
Ins Policy To Date
2003-12-31
Ins Broker Comm Total Amount
$346
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$33,780
Pension End of year Sep Account Amount
$142,226
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pnsn Type Unalloc Cntrct I
4
Pension Oth Unalloc Type Text
GROUP ANNUITY CONTRACT
Pension End Prev Bal Amount
$23,849
Pension Contribution Dep Amount
$9,603
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$1,278
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$10,881
Pension Total Bal Addn Amount
$34,730
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$950
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$950
Pension End of year Bal Amount
$33,780
Wlfr Premium Rcvd Amount
$0
Wlfr Unpaid Due Amount
$0
Wlfr Reserve Amount
$0
Wlfr Total Earned Prem Amount
$0
Wlfr Claims Paid Amount
$0
Wlfr Incr Reserve Amount
$0
Wlfr Incurred Claim Amount
$0
Wlfr Claims Chrgd Amount
$0
Wlfr Ret Commissions Amount
$0
Wlfr Ret Admin Amount
$0
Wlfr Ret Oth Cost Amount
$0
Wlfr Ret Oth Expense Amount
$0
Wlfr Ret Taxes Amount
$0
Wlfr Ret Charges Amount
$0
Wlfr Ret Oth Chrgs Amount
$0
Wlfr Ret Total Amount
$0
Wlfr Refund Amount
$0
Wlfr Held Bnfts Amount
$0
Wlfr Claims Reserve Amount
$0
Wlfr Oth Reserve Amount
$0
Wlfr Divnds Due Amount
$0
Wlfr Total Charges Paid Amount
$0
Wlfr Acquis Cost Amount
$0

Schedule D

Row 1
Filing Id
84037208008564
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
3030374208008060003
DFE P1 Entity 01 Name
SEPARATE ACCOUNT II
DFE P1 Spons 01 Name
AMERICAN UNITED LIFE INSURANCE CO.
DFE P1 Plan 01 EIN Plan number
350145825000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$142,226
Row 2
Filing Id
84037208008564
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
3030374208008060003

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$177,356$59,065 change

Balance Sheet

Beginning and end of plan year.

Total assets$118,291$177,356Increase +$59,065 (49.93%)
Total liabilities$0$0No change $0
Net assets$118,291$177,356Increase +$59,065 (49.93%)

Contributions

Employer contributions$9,114
Participant contributions$23,054
Other contributions$950

Income & Expenses

Total income$60,015
Total expenses$950
Net income$59,065
Source fields
Schedule I source fields
Filing Id
84037208008564
Schedule I EIN
71-0552035
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2003-01-01
Schedule I Tax Period
20031231
Small plan total assets at beginning of year
$118,291
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$118,291
Small plan total assets at end of year
$177,356
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$177,356
Small plan employer contributions
$9,114
Small plan participant contributions
$23,054
Small Oth Contribution Rcvd Amount
$950
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$26,897
Small plan total income
$60,015
Small plan total benefit distributions
$0
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$950
Small plan total expenses
$950
Small plan net income or loss
$59,065
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
No
Small Mortg Participants End of year Amount
$0
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
No
Small plan fidelity bond amount
$0
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
No
Waiver Annual Iqpa Report
1
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0