2023 Form 5500 filing — Regus Management Group, LLC 401(K) 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 20241014234103NAL0027355697001) for Regus Management Group, LLC 401(K) Savings Plan, reported by Regus Management Group, LLC under EIN 20-1975241 and plan number 001. It reports 3,593 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014234103NAL0027355697001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Regus Management Group, LLC
- EIN
- 20-1975241
- Plan number
- 001
- Location
- Addison, TX
- Participants
- 3,593
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $114,903,160
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $114,903,160
- Employer contributions
- $2,321,134
- Participant contributions
- $8,366,536
- Total income / additions
- $27,802,834
- Benefits paid
- $13,306,070
- Administrative expenses
- $105,334
- Total expenses
- $13,457,957
- Net increase / (decrease)
- $14,344,877
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $59,406 | $0 |
| Capfinancial Partners LLC | ADVISOR/ INVESTMENT ADV | $45,928 | not reported in the loaded dataset |