2023 Form 5500 filing — Regis Hr Group 401(K) Plan
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 20240606073836NAL0010390531001) for Regis Hr Group 401(K) Plan, reported by The Simplex Group, Inc. under EIN 65-1130355 and plan number 001. It reports 5,217 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240606073836NAL0010390531001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- The Simplex Group, Inc.
- EIN
- 65-1130355
- Plan number
- 001
- Location
- Miami, FL
- Participants
- 5,217
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $88,220,415
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $88,220,415
- Employer contributions
- $5,048,929
- Participant contributions
- $12,252,274
- Total income / additions
- $32,563,996
- Benefits paid
- $8,622,731
- Administrative expenses
- $722,102
- Total expenses
- $9,384,043
- Net increase / (decrease)
- $23,179,953
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Slavic Integrated Administration | TPA | $440,490 | not reported in the loaded dataset |
| 5th Street Advisors, LLC | INVESTMENT ADVISORY | $281,612 | not reported in the loaded dataset |