Regal Plastic Supply Co. 401(K) Psp & Trust — Form 5500 plan (Regal Supply Company)
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 Plastic Supply Co. 401(K) Psp & Trust is a benefit plan reported by Regal Supply Company under EIN 44-0594939 and plan number 001. The latest loaded filing year is 2023. The filing reports 185 participants and $15,858,782 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Regal Supply Company
- EIN
- 44-0594939
- Plan number
- 001
- Plan type
- 2
- Location
- North Kansas City, MO
- Latest filing year
- 2023
- Participants
- 185
- End-of-year plan assets
- $15,858,782
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 185 | H, C | 20241015101107NAL0056947234001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,858,782
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,858,782
- Net assets (BOY)
- $16,635,104
Income & contributions
- Employer contributions
- $227,347
- Participant contributions
- $567,516
- Total contributions
- $794,863
- Total income / additions
- $2,737,889
Expenses & distributions
- Benefits paid
- $3,436,586
- Administrative expenses
- $75,470
- Total expenses
- $3,514,211
- Net increase / (decrease)
- -$776,322
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Creative Planning | ADVISOR | $47,876 | not reported in the loaded dataset | 2023 |
| Newport Group, Inc. | RECORDKEEPER | $15,236 | $0 | 2023 |
| Acord Cox & Scott, LLC | AUDITOR | $8,750 | not reported in the loaded dataset | 2023 |