Regis Technologies, Inc. Retirement Savings Plan — Form 5500 plan (Regis Technologies, Inc.)

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, Regis Technologies, Inc. Retirement Savings Plan is a benefit plan reported by Regis Technologies, Inc. under EIN 36-1138305 and plan number 001. The latest loaded filing year is 2023. The filing reports 139 participants and $18,472,299 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Regis Technologies, Inc.
EIN
36-1138305
Plan number
001
Plan type
2
Location
Morton Grove, IL
Latest filing year
2023
Participants
139
End-of-year plan assets
$18,472,299

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023139H, C20241009142413NAL0018530977001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,472,299
Total liabilities (EOY)
$0
Net assets (EOY)
$18,472,299
Net assets (BOY)
$15,219,044

Income & contributions

Employer contributions
$289,251
Participant contributions
$900,435
Total contributions
$1,243,833
Total income / additions
$4,219,601

Expenses & distributions

Benefits paid
$961,895
Administrative expenses
$4,451
Total expenses
$966,346
Net increase / (decrease)
$3,253,255

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$3,619$02023

Related Form 5500 pages