2023 Form 5500 filing — Regency Enterprises 401(K) Savings & Investment Plan Trust
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 20241011122339NAL0036891456001) for Regency Enterprises 401(K) Savings & Investment Plan Trust, reported by Regency Enterprises, Incorporated under EIN 95-3601775 and plan number 001. It reports 290 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011122339NAL0036891456001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Regency Enterprises, Incorporated
- EIN
- 95-3601775
- Plan number
- 001
- Location
- Chatsworth, CA
- Participants
- 290
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,494,452
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,494,452
- Employer contributions
- $108,705
- Participant contributions
- $1,224,657
- Total income / additions
- $4,567,574
- Benefits paid
- $1,037,670
- Administrative expenses
- $72,057
- Total expenses
- $1,121,980
- Net increase / (decrease)
- $3,445,594
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $33,223 | $0 |
| Nfp Retirement Inc | ADVISOR | $19,296 | not reported in the loaded dataset |
| Baker Tilly Us,Llp | ACCOUNTANT/AUDITOR | $12,500 | not reported in the loaded dataset |
| Pensionmark Financial Group LLC | ADVISOR | $7,038 | not reported in the loaded dataset |