2023 Form 5500 filing — Regulus 401(K)
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 20241015100941NAL0048774912001) for Regulus 401(K), reported by Regulus Group, LLC under EIN 33-1009928 and plan number 002. It reports 270 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015100941NAL0048774912001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Regulus Group, LLC
- EIN
- 33-1009928
- Plan number
- 002
- Location
- Woodstock, VA
- Participants
- 270
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,679,206
- Net assets (EOY)
- $46,679,206
- Employer contributions
- $1,983,001
- Participant contributions
- $2,904,020
- Total income / additions
- $11,952,720
- Benefits paid
- $2,470,481
- Administrative expenses
- $138,905
- Total expenses
- $2,620,434
- Net increase / (decrease)
- $9,332,286
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward D Jones & Co | ADVISOR | $58,548 | not reported in the loaded dataset |
| Transamerica Life Insurance Company | RECORDKEEPER | $55,805 | $0 |
| Pbmares, Llp | AUDITOR | $16,500 | not reported in the loaded dataset |
| Mesirow Financial, Inc. | ADVISOR | $8,052 | not reported in the loaded dataset |