2023 Form 5500 filing — Regency Terrace South 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 20241014223048NAL0046109952001) for Regency Terrace South 401(K) Profit Sharing Plan, reported by Regency Terrace South, Inc. under EIN 39-1098276 and plan number 001. It reports 253 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20241014223048NAL0046109952001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Regency Terrace South, Inc.
- EIN
- 39-1098276
- Plan number
- 001
- Location
- Hales Corners, WI
- Participants
- 253
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,807,637
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,807,637
- Employer contributions
- $37,052
- Participant contributions
- $390,438
- Total income / additions
- $901,118
- Benefits paid
- $536,635
- Administrative expenses
- $48,240
- Total expenses
- $584,875
- Net increase / (decrease)
- $316,243
- Schedule source
- Schedule H