Regal Ware, Inc. Profit Sharing Plan — Form 5500 plan (Regal Ware, 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 Ware, Inc. Profit Sharing Plan is a benefit plan reported by Regal Ware, Inc. under EIN 71-0678746 and plan number 001. The latest loaded filing year is 2023. The filing reports 239 participants and $26,545,383 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$26.5MPlan net assets, end of year$26,545,383
Participants239Covered participants reported
Assets / participant$111.1KComputed: assets ÷ participants$111,069 (computed)
Provider compensation$85.3K3 Schedule C provider row(s)$85,337
- Plan sponsor
- Regal Ware, Inc.
- EIN
- 71-0678746
- Plan number
- 001
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 239 | H, C | 20241015142743NAL0058127122001 |
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)$26.5M total assets
Net assets$26.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $26,545,383
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,545,383
- Net assets (BOY)
- $26,700,744
Income & contributions
- Participant contributions
- $1,080,130
- Total contributions
- $1,084,244
- Total income / additions
- $4,922,355
Expenses & distributions
- Benefits paid
- $5,005,996
- Administrative expenses
- $85,337
- Total expenses
- $5,091,333
- Net increase / (decrease)
- -$168,978
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 assets19%Computed ratio
Benefits paid ÷ total income102%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Francis Investment Counsel | ADVISOR | $45,548 | not reported in the loaded dataset | 2023 |
| Newport Group, Inc. | RECORDKEEPER | $31,539 | $0 | 2023 |
| Newport Trust Company | TRUSTEE | $8,250 | $0 | 2023 |