2023 Form 5500 filing — Regency Windsor Management, Inc. Savings 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 20240910131345NAL0005682465001) for Regency Windsor Management, Inc. Savings Plan, reported by Regency Windsor Management, Inc. under EIN 37-1139254 and plan number 001. It reports 85 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240910131345NAL0005682465001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Regency Windsor Management, Inc.
- EIN
- 37-1139254
- Plan number
- 001
- Location
- Vero Beach, FL
- Participants
- 85
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,159,765
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,159,765
- Employer contributions
- $89,297
- Participant contributions
- $325,865
- Total income / additions
- $1,937,790
- Benefits paid
- $77,163
- Administrative expenses
- $908
- Total expenses
- $99,533
- Net increase / (decrease)
- $1,838,257
- Schedule source
- Schedule I