2023 Form 5500 filing — Regent Holding Company, LLC 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 20241014121235NAL0026117377001) for Regent Holding Company, LLC 401(K) Plan, reported by Regent Holding Company, LLC under EIN 46-1388285 and plan number 001. It reports 415 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014121235NAL0026117377001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Regent Holding Company, LLC
- EIN
- 46-1388285
- Plan number
- 001
- Location
- Memphis, TN
- Participants
- 415
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,033,613
- Net assets (EOY)
- $16,033,613
- Employer contributions
- $648,894
- Participant contributions
- $1,189,867
- Total income / additions
- $4,852,590
- Benefits paid
- $2,585,841
- Administrative expenses
- $4,600
- Total expenses
- $2,590,441
- Net increase / (decrease)
- $2,262,149
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Insurance Company | BROKER DEALER | $0 | $32,394 |
| Burleigh Consulting Group | THIRD PARTY ADMINISTRATO | $0 | $7,218 |