Regis Hr Group 401(K) Plan — Form 5500 plan (The Simplex 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, Regis Hr Group 401(K) Plan is a benefit plan reported by The Simplex Group, Inc. under EIN 65-1130355 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,217 participants and $88,220,415 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Simplex Group, Inc.
EIN
65-1130355
Plan number
001
Plan type
3
Location
Miami, FL
Latest filing year
2023
Participants
5,217
End-of-year plan assets
$88,220,415

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,217H, C20240606073836NAL0010390531001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$88,220,415
Total liabilities (EOY)
$0
Net assets (EOY)
$88,220,415
Net assets (BOY)
$75,055,309

Income & contributions

Employer contributions
$5,048,929
Participant contributions
$12,252,274
Total contributions
$19,073,749
Total income / additions
$32,563,996

Expenses & distributions

Benefits paid
$8,622,731
Administrative expenses
$722,102
Total expenses
$9,384,043
Net increase / (decrease)
$23,179,953

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Slavic Integrated AdministrationTPA$440,490not reported in the loaded dataset2023
5th Street Advisors, LLCINVESTMENT ADVISORY$281,612not reported in the loaded dataset2023

Related Form 5500 pages