Regency Enterprises 401(K) Savings & Investment Plan Trust — Form 5500 plan (Regency Enterprises, Incorporated)
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, Regency Enterprises 401(K) Savings & Investment Plan Trust is a benefit plan reported by Regency Enterprises, Incorporated under EIN 95-3601775 and plan number 001. The latest loaded filing year is 2023. The filing reports 290 participants and $20,494,452 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Regency Enterprises, Incorporated
- EIN
- 95-3601775
- Plan number
- 001
- Plan type
- 2
- Location
- Chatsworth, CA
- Latest filing year
- 2023
- Participants
- 290
- End-of-year plan assets
- $20,494,452
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 290 | H, C | 20241011122339NAL0036891456001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,494,452
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,494,452
- Net assets (BOY)
- $17,048,858
Income & contributions
- Employer contributions
- $108,705
- Participant contributions
- $1,224,657
- Total contributions
- $1,407,007
- Total income / additions
- $4,567,574
Expenses & distributions
- Benefits paid
- $1,037,670
- Administrative expenses
- $72,057
- Total expenses
- $1,121,980
- Net increase / (decrease)
- $3,445,594
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $33,223 | $0 | 2023 |
| Nfp Retirement Inc | ADVISOR | $19,296 | not reported in the loaded dataset | 2023 |
| Baker Tilly Us,Llp | ACCOUNTANT/AUDITOR | $12,500 | not reported in the loaded dataset | 2023 |
| Pensionmark Financial Group LLC | ADVISOR | $7,038 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Regency Enterprises, Incorporated
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Chatsworth, CA
- Fidelity Investments Institutional — Schedule C compensation
- Nfp Retirement Inc — Schedule C compensation
- Baker Tilly Us,Llp — Schedule C compensation
- Pensionmark Financial Group LLC — Schedule C compensation