2023 Form 5500 filing — Sares Regis 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 20241014132133NAL0013341603001) for Sares Regis Group 401(K) Plan, reported by Sares-Regis Operating Company, Lp under EIN 33-0550001 and plan number 001. It reports 1,294 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014132133NAL0013341603001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sares-Regis Operating Company, Lp
- EIN
- 33-0550001
- Plan number
- 001
- Location
- Newport Beach, CA
- Participants
- 1,294
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $77,211,042
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $77,211,042
- Employer contributions
- $1,632,286
- Participant contributions
- $6,612,587
- Total income / additions
- $20,126,453
- Benefits paid
- $5,190,750
- Administrative expenses
- $180,038
- Total expenses
- $5,381,293
- Net increase / (decrease)
- $14,745,160
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $94,750 | $0 |
| Pension Benefits Unlimited Inc | CONTRACT ADMINISTRATOR | $46,323 | $16,657 |
| Nfp Retirement | CONTRACT ADMINISTRATOR | $6,857 | $48,750 |
| Moss Adams | ACCOUNTANT | $32,108 | not reported in the loaded dataset |