Regulus 401(K) — Form 5500 plan (Regulus 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, Regulus 401(K) is a benefit plan reported by Regulus Group, LLC under EIN 33-1009928 and plan number 002. The latest loaded filing year is 2023. The filing reports 270 participants and $46,679,206 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Regulus Group, LLC
- EIN
- 33-1009928
- Plan number
- 002
- Plan type
- 2
- Location
- Woodstock, VA
- Latest filing year
- 2023
- Participants
- 270
- End-of-year plan assets
- $46,679,206
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 270 | H, C | 20241015100941NAL0048774912001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,679,206
- Net assets (EOY)
- $46,679,206
- Net assets (BOY)
- $37,098,614
Income & contributions
- Employer contributions
- $1,983,001
- Participant contributions
- $2,904,020
- Total contributions
- $5,795,617
- Total income / additions
- $11,952,720
Expenses & distributions
- Benefits paid
- $2,470,481
- Administrative expenses
- $138,905
- Total expenses
- $2,620,434
- Net increase / (decrease)
- $9,332,286
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward D Jones & Co | ADVISOR | $58,548 | not reported in the loaded dataset | 2023 |
| Transamerica Life Insurance Company | RECORDKEEPER | $55,805 | $0 | 2023 |
| Pbmares, Llp | AUDITOR | $16,500 | not reported in the loaded dataset | 2023 |
| Mesirow Financial, Inc. | ADVISOR | $8,052 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Regulus Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Woodstock, VA
- Edward D Jones & Co — Schedule C compensation
- Transamerica Life Insurance Company — Schedule C compensation
- Pbmares, Llp — Schedule C compensation
- Mesirow Financial, Inc. — Schedule C compensation