2023 Form 5500 filing — Regal Consolidated Profit Sharing 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 20241015144245NAL0030023185001) for Regal Consolidated Profit Sharing Trust, reported by Regal Ware, Inc. under EIN 71-0678746 and plan number 024. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 4 · 2023

Filing snapshot

Net assets (EOY)$41.7MReported net assets$41,699,049
ParticipantsNot reported
Provider compensation$153.2K3 Schedule C row(s)$153,157
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015144245NAL0030023185001
Plan sponsor
Regal Ware, Inc.
EIN
71-0678746
Plan number
024
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)$41.7M total assets
Net assets$41.7MLiabilities$0
Money in vs. money out
Total income / additions$7.9M
Total expenses$8M
Benefits paid / distributions$7.8M
Contributions
Employer$520.6K
Participant$1.5M
Full reported line items
Total assets (EOY)
$41,699,049
Total liabilities (EOY)
$0
Net assets (EOY)
$41,699,049
Employer contributions
$520,587
Participant contributions
$1,548,489
Total income / additions
$7,873,006
Benefits paid
$7,797,395
Administrative expenses
$153,156
Total expenses
$7,950,551
Net increase / (decrease)
-$77,545

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Newport Group, Inc.RECORDKEEPER$70,671$0
Francis Investment CounselADVISOR$69,818not reported in the loaded dataset
Newport Trust CompanyTRUSTEE$12,668$0

Related Form 5500 pages