Regal Automotive Group 401(K) Plan — Form 5500 plan (Regal Automotive Group, 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 Automotive Group 401(K) Plan is a benefit plan reported by Regal Automotive Group, Inc. under EIN 59-1671530 and plan number 001. The latest loaded filing year is 2023. The filing reports 309 participants and $7,719,257 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$7.7MPlan net assets, end of year$7,719,254
Participants309Covered participants reported
Assets / participant$25KComputed: assets ÷ participants$24,981 (computed)
Provider compensationNone reported
Plan sponsor
Regal Automotive Group, Inc.
EIN
59-1671530
Plan number
001
Plan type
2
Location
Lakeland, FL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023309H20241217160658NAL0004014112001
Schedule H · 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)$7.7M total assets
Net assets$7.7MLiabilities$3
Money in vs. money out
Total income / additions$1.9M
Total expenses$1.5M
Benefits paid / distributions$1.4M
Contributions
Employer$278.5K
Participant$939.8K
Full reported line items

Net assets

Total assets (EOY)
$7,719,257
Total liabilities (EOY)
$3
Net assets (EOY)
$7,719,254
Net assets (BOY)
$7,252,140

Income & contributions

Employer contributions
$278,457
Participant contributions
$939,776
Total contributions
$1,218,233
Total income / additions
$1,940,201

Expenses & distributions

Benefits paid
$1,440,943
Administrative expenses
$32,144
Total expenses
$1,473,087
Net increase / (decrease)
$467,114
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.

Contribution share (employer vs. participant)
Employer 23%Participant 77%
Total expenses ÷ net assets19%Computed ratio
Benefits paid ÷ total income74%Computed ratio

Service provider compensation (Schedule C)

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

Related Form 5500 pages