Regulus Group, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Regulus Group, LLC (EIN 33-1009928) is a plan sponsor located in Woodstock, VA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
33-1009928
Location
Woodstock, VA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$46,679,206
Total reported net assets (EOY)
$46,679,206

Contributions & income

Employer contributions
$1,983,001
Participant contributions
$2,904,020
Total income / additions
$11,952,720

Expenses & distributions

Benefits paid / distributions
$2,470,481
Total expenses
$2,620,434
Net increase / (decrease)
$9,332,286

Coverage

Total reported participants
478
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Regulus Group, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Regulus 401(K)002270$46,679,2062023
Regulus Group, LLC Health And Welfare Benefit Plan530208not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Regulus Group, LLC
YearPlanParticipantsSchedulesFiling
2023Regulus Group, LLC Health And Welfare Benefit Plan20820240415133404NAL0001152307001
2023Regulus 401(K)270H, C20241015100941NAL0048774912001

Related Form 5500 pages