Regal Consolidated Profit Sharing Trust — 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 Consolidated Profit Sharing Trust is a benefit plan reported by Regal Ware, Inc. under EIN 71-0678746 and plan number 024. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $41,699,049 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$41.7MPlan net assets, end of year$41,699,049
ParticipantsNot reported
Assets / participantNot reported
Provider compensation$153.2K3 Schedule C provider row(s)$153,157
- Plan sponsor
- Regal Ware, Inc.
- EIN
- 71-0678746
- Plan number
- 024
- Plan type
- 4
- Location
- Milwaukee, WI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241015144245NAL0030023185001 |
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)$41.7M total assets
Net assets$41.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $41,699,049
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,699,049
- Net assets (BOY)
- $41,776,594
Income & contributions
- Employer contributions
- $520,587
- Participant contributions
- $1,548,489
- Total contributions
- $2,166,676
- Total income / additions
- $7,873,006
Expenses & distributions
- Benefits paid
- $7,797,395
- Administrative expenses
- $153,156
- Total expenses
- $7,950,551
- Net increase / (decrease)
- -$77,545
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.
25%75%
Employer 25%Participant 75%
Total expenses ÷ net assets19%Computed ratio
Benefits paid ÷ total income99%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $70,671 | $0 | 2023 |
| Francis Investment Counsel | ADVISOR | $69,818 | not reported in the loaded dataset | 2023 |
| Newport Trust Company | TRUSTEE | $12,668 | $0 | 2023 |