2023 Form 5500 filing — Rego Restaurants 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 20241015143550NAL0056706338001) for Rego Restaurants 401(K) Plan, reported by Rego Intermediate Holdings Company LLC under EIN 82-3336580 and plan number 001. It reports 1,238 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)$15.5MReported net assets$15,541,987
Participants1.2K1,238
Provider compensation$99.3K3 Schedule C row(s)$99,327
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015143550NAL0056706338001
- Plan sponsor
- Rego Intermediate Holdings Company LLC
- EIN
- 82-3336580
- Plan number
- 001
- Location
- Denver, CO
- 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)$15.5M total assets
Net assets$15.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $15,541,987
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,541,987
- Employer contributions
- $849,833
- Participant contributions
- $1,824,716
- Total income / additions
- $4,756,633
- Benefits paid
- $2,420,575
- Administrative expenses
- $59,972
- Total expenses
- $2,503,446
- Net increase / (decrease)
- $2,253,187
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $48,867 | $5,432 |
| Brock And Company, Cpas, P.C. | NONE | $27,400 | not reported in the loaded dataset |
| Jocelyn Investment Management LLC | NONE | $17,628 | not reported in the loaded dataset |