Regus Management Group, LLC 401(K) Savings Plan — Form 5500 plan (Regus Management Group, LLC)

Plain-English plan 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, Regus Management Group, LLC 401(K) Savings Plan is a benefit plan reported by Regus Management Group, LLC under EIN 20-1975241 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,593 participants and $114,903,160 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Regus Management Group, LLC
EIN
20-1975241
Plan number
001
Plan type
2
Location
Addison, TX
Latest filing year
2023
Participants
3,593
End-of-year plan assets
$114,903,160

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,593H, C20241014234103NAL0027355697001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$114,903,160
Total liabilities (EOY)
$0
Net assets (EOY)
$114,903,160
Net assets (BOY)
$100,558,283

Income & contributions

Employer contributions
$2,321,134
Participant contributions
$8,366,536
Total contributions
$11,003,748
Total income / additions
$27,802,834

Expenses & distributions

Benefits paid
$13,306,070
Administrative expenses
$105,334
Total expenses
$13,457,957
Net increase / (decrease)
$14,344,877

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$59,406$02023
Capfinancial Partners LLCADVISOR/ INVESTMENT ADV$45,928not reported in the loaded dataset2023

Related Form 5500 pages