Rego Restaurants 401(K) Plan — Form 5500 plan (Rego Intermediate Holdings 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, Rego Restaurants 401(K) Plan is a benefit plan reported by Rego Intermediate Holdings Company LLC under EIN 82-3336580 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,238 participants and $15,541,987 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$15.5MPlan net assets, end of year$15,541,987
Participants1.2KCovered participants reported1,238
Assets / participant$12.6KComputed: assets ÷ participants$12,554 (computed)
Provider compensation$99.3K3 Schedule C provider row(s)$99,327
- Plan sponsor
- Rego Intermediate Holdings Company LLC
- EIN
- 82-3336580
- Plan number
- 001
- Plan type
- 2
- Location
- Denver, CO
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,238 | H, C | 20241015143550NAL0056706338001 |
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)$15.5M total assets
Net assets$15.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $15,541,987
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,541,987
- Net assets (BOY)
- $13,288,800
Income & contributions
- Employer contributions
- $849,833
- Participant contributions
- $1,824,716
- Total contributions
- $2,934,573
- Total income / additions
- $4,756,633
Expenses & distributions
- Benefits paid
- $2,420,575
- Administrative expenses
- $59,972
- Total expenses
- $2,503,446
- Net increase / (decrease)
- $2,253,187
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.
32%68%
Employer 32%Participant 68%
Total expenses ÷ net assets16%Computed ratio
Benefits paid ÷ total income51%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $48,867 | $5,432 | 2023 |
| Brock And Company, Cpas, P.C. | NONE | $27,400 | not reported in the loaded dataset | 2023 |
| Jocelyn Investment Management LLC | NONE | $17,628 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rego Intermediate Holdings Company LLC
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Denver, CO
- Stancorp Financial Group — Schedule C compensation
- Brock And Company, Cpas, P.C. — Schedule C compensation
- Jocelyn Investment Management LLC — Schedule C compensation