2023 Form 5500 filing — Regional Management Corp. Savings & Investment 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 20241015073908NAL0028946529001) for Regional Management Corp. Savings & Investment Plan, reported by Regional Management Corp. under EIN 57-0847115 and plan number 001. It reports 1,820 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015073908NAL0028946529001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Regional Management Corp.
- EIN
- 57-0847115
- Plan number
- 001
- Location
- Greer, SC
- Participants
- 1,820
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,106,658
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,106,658
- Employer contributions
- $2,417,899
- Participant contributions
- $3,997,334
- Total income / additions
- $12,452,506
- Benefits paid
- $2,374,288
- Administrative expenses
- $133,528
- Total expenses
- $2,577,149
- Net increase / (decrease)
- $9,875,357
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James & Associates Inc | INVESTMENT ADVISOR | $71,626 | not reported in the loaded dataset |
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $61,902 | $0 |