Regent Holding Company, LLC 401(K) Plan — Form 5500 plan (Regent Holding Company, 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, Regent Holding Company, LLC 401(K) Plan is a benefit plan reported by Regent Holding Company, LLC under EIN 46-1388285 and plan number 001. The latest loaded filing year is 2023. The filing reports 415 participants and $16,033,613 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Regent Holding Company, LLC
EIN
46-1388285
Plan number
001
Plan type
2
Location
Memphis, TN
Latest filing year
2023
Participants
415
End-of-year plan assets
$16,033,613

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023415H, C20241014121235NAL0026117377001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,033,613
Net assets (EOY)
$16,033,613
Net assets (BOY)
$13,771,464

Income & contributions

Employer contributions
$648,894
Participant contributions
$1,189,867
Total contributions
$2,142,848
Total income / additions
$4,852,590

Expenses & distributions

Benefits paid
$2,585,841
Administrative expenses
$4,600
Total expenses
$2,590,441
Net increase / (decrease)
$2,262,149

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond James Insurance CompanyBROKER DEALER$0$32,3942023
Burleigh Consulting GroupTHIRD PARTY ADMINISTRATO$0$7,2182023

Related Form 5500 pages