2023 Form 5500 filing — Regal Ware, Inc. Profit Sharing 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 20241015142743NAL0058127122001) for Regal Ware, Inc. Profit Sharing Plan, reported by Regal Ware, Inc. under EIN 71-0678746 and plan number 001. It reports 239 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$26.5MReported net assets$26,545,383
Participants239
Provider compensation$85.3K3 Schedule C row(s)$85,337
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015142743NAL0058127122001
Plan sponsor
Regal Ware, Inc.
EIN
71-0678746
Plan number
001
Location
Milwaukee, WI
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$26.5M total assets
Net assets$26.5MLiabilities$0
Money in vs. money out
Total income / additions$4.9M
Total expenses$5.1M
Benefits paid / distributions$5M
Contributions
EmployerNot reported
Participant$1.1M
Full reported line items
Total assets (EOY)
$26,545,383
Total liabilities (EOY)
$0
Net assets (EOY)
$26,545,383
Participant contributions
$1,080,130
Total income / additions
$4,922,355
Benefits paid
$5,005,996
Administrative expenses
$85,337
Total expenses
$5,091,333
Net increase / (decrease)
-$168,978
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $45.5K
  2. 2
    RECORDKEEPER · Direct $31.5K · Indirect $0
  3. 3
    TRUSTEE · Direct $8.3K · Indirect $0

Related Form 5500 pages