2023 Form 5500 filing — Regal Ware, Inc. Bargaining Unit Employees' 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 20241015141609NAL0058067810001) for Regal Ware, Inc. Bargaining Unit Employees' Profit Sharing Plan, reported by Regal Ware, Inc. under EIN 71-0678746 and plan number 009. It reports 262 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)$15.2MReported net assets$15,153,665
Participants262
Provider compensation$63.4K2 Schedule C row(s)$63,402
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015141609NAL0058067810001
- Plan sponsor
- Regal Ware, Inc.
- EIN
- 71-0678746
- Plan number
- 009
- Location
- Milwaukee, WI
- Received date
- not reported in the loaded dataset
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)$15.2M total assets
Net assets$15.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $15,153,665
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,153,665
- Participant contributions
- $468,359
- Total income / additions
- $2,430,062
- Benefits paid
- $2,791,397
- Administrative expenses
- $67,820
- Total expenses
- $2,859,217
- Net increase / (decrease)
- -$429,155
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $39,132 | $0 |
| Francis Investment Counsel | ADVISOR | $24,270 | not reported in the loaded dataset |