2023 Form 5500 filing — Rgi, Inc. 401(K) Profit Sharing Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240705064535NAL0005684883001) for Rgi, Inc. 401(K) Profit Sharing Plan, reported by Rgi, Inc. under EIN 61-1219283 and plan number 001. It reports 14 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.8MReported net assets$3,764,339
Participants14
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240705064535NAL0005684883001
Plan sponsor
Rgi, Inc.
EIN
61-1219283
Plan number
001
Location
Verona, KY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.8M total assets
Net assets$3.8MLiabilities$0
Money in vs. money out
Total income / additions$784.1K
Total expenses$397.2K
Benefits paid / distributions$388.3K
Contributions
Employer$20.7K
Participant$66.5K
Full reported line items
Total assets (EOY)
$3,764,339
Total liabilities (EOY)
$0
Net assets (EOY)
$3,764,339
Employer contributions
$20,684
Participant contributions
$66,512
Total income / additions
$784,136
Benefits paid
$388,313
Administrative expenses
$8,848
Total expenses
$397,161
Net increase / (decrease)
$386,975

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240705064535NAL0005684883001 cover?
It is the 2023 Form 5500 filing for Rgi, Inc. 401(K) Profit Sharing Plan, reported by Rgi, Inc. (EIN 61-1219283).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages