Regal Machine, Inc. Employee Stock Ownership Plan And Trust — Form 5500 plan (Regal Machine, 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, Regal Machine, Inc. Employee Stock Ownership Plan And Trust is a benefit plan reported by Regal Machine, Inc. under EIN 41-1439284 and plan number 002. The latest loaded filing year is 2023. The filing reports 70 participants and $9,260,402 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$8.9MPlan net assets, end of year$8,862,255
Participants70Covered participants reported
Assets / participant$132.3KComputed: assets ÷ participants$132,291 (computed)
Provider compensationNone reported
Plan sponsor
Regal Machine, Inc.
EIN
41-1439284
Plan number
002
Plan type
2
Location
Wyoming, MN
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202370I20240610143750NAL0026981361001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$9.3M total assets
Net assets$8.9MLiabilities$398.1K
Money in vs. money out
Total income / additions$1.5M
Total expenses$73.1K
Benefits paid / distributions$64.3K
Contributions
Employer$90.7K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$9,260,402
Total liabilities (EOY)
$398,147
Net assets (EOY)
$8,862,255
Net assets (BOY)
$7,404,655

Income & contributions

Employer contributions
$90,685
Total income / additions
$1,530,686

Expenses & distributions

Benefits paid
$64,287
Total expenses
$73,086
Net increase / (decrease)
$1,457,600
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets1%Computed ratio
Benefits paid ÷ total income4%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages