2023 Form 5500 filing — Regal Cutting Tools, Inc. Retirement 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 20240930152139NAL0002724019001) for Regal Cutting Tools, Inc. Retirement Savings Plan, reported by Regal Cutting Tools, Inc. under EIN 20-4780971 and plan number 001. It reports 139 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930152139NAL0002724019001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Regal Cutting Tools, Inc.
- EIN
- 20-4780971
- Plan number
- 001
- Location
- Roscoe, IL
- Participants
- 139
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,954,827
- Total liabilities (EOY)
- $1
- Net assets (EOY)
- $6,954,826
- Employer contributions
- $112,637
- Participant contributions
- $306,501
- Total income / additions
- $1,364,264
- Benefits paid
- $811,689
- Administrative expenses
- $39,917
- Total expenses
- $851,606
- Net increase / (decrease)
- $512,658
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Dwayne Johnson & Associates, S.C. | ACCOUNTANT/AUDITOR | $26,100 | not reported in the loaded dataset |
| Woodbury Financial Services Inc | ADVISOR | $10,605 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $3,212 | $0 |