2023 Form 5500 filing — Regal Plastic Supply Co. 401(K) Psp & 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 20241015101107NAL0056947234001) for Regal Plastic Supply Co. 401(K) Psp & Trust, reported by Regal Supply Company under EIN 44-0594939 and plan number 001. It reports 185 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015101107NAL0056947234001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Regal Supply Company
- EIN
- 44-0594939
- Plan number
- 001
- Location
- North Kansas City, MO
- Participants
- 185
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,858,782
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,858,782
- Employer contributions
- $227,347
- Participant contributions
- $567,516
- Total income / additions
- $2,737,889
- Benefits paid
- $3,436,586
- Administrative expenses
- $75,470
- Total expenses
- $3,514,211
- Net increase / (decrease)
- -$776,322
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning | ADVISOR | $47,876 | not reported in the loaded dataset |
| Newport Group, Inc. | RECORDKEEPER | $15,236 | $0 |
| Acord Cox & Scott, LLC | AUDITOR | $8,750 | not reported in the loaded dataset |