2023 Form 5500 filing — Regalo International LLC 401k Profit Sharing Plan And Trust

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 20241011111334NAL0012411075001) for Regalo International LLC 401k Profit Sharing Plan And Trust, reported by Regalo International LLC under EIN 32-0232307 and plan number 001. It reports 136 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.7MReported net assets$5,654,207
Participants136
Provider compensation$2.2K2 Schedule C row(s)$2,217
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011111334NAL0012411075001
Plan sponsor
Regalo International LLC
EIN
32-0232307
Plan number
001
Location
Longboat Key, FL
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$5.7M total assets
Net assets$5.7MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$651K
Benefits paid / distributions$648.6K
Contributions
Employer$178.7K
Participant$418.7K
Full reported line items
Total assets (EOY)
$5,654,207
Total liabilities (EOY)
$0
Net assets (EOY)
$5,654,207
Employer contributions
$178,719
Participant contributions
$418,718
Total income / additions
$1,277,374
Benefits paid
$648,594
Administrative expenses
$2,218
Total expenses
$651,015
Net increase / (decrease)
$626,359
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORD KEEPER · Direct $2.2K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011111334NAL0012411075001 cover?
It is the 2023 Form 5500 filing for Regalo International LLC 401k Profit Sharing Plan And Trust, reported by Regalo International LLC (EIN 32-0232307).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages