2023 Form 5500 filing — Regal Consolidated Profit Sharing 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 20241015144245NAL0030023185001) for Regal Consolidated Profit Sharing Trust, reported by Regal Ware, Inc. under EIN 71-0678746 and plan number 024. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 4 · 2023
Filing snapshot
Net assets (EOY)$41.7MReported net assets$41,699,049
ParticipantsNot reported
Provider compensation$153.2K3 Schedule C row(s)$153,157
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015144245NAL0030023185001
- Plan sponsor
- Regal Ware, Inc.
- EIN
- 71-0678746
- Plan number
- 024
- 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)$41.7M total assets
Net assets$41.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $41,699,049
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,699,049
- Employer contributions
- $520,587
- Participant contributions
- $1,548,489
- Total income / additions
- $7,873,006
- Benefits paid
- $7,797,395
- Administrative expenses
- $153,156
- Total expenses
- $7,950,551
- Net increase / (decrease)
- -$77,545
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $70,671 | $0 |
| Francis Investment Counsel | ADVISOR | $69,818 | not reported in the loaded dataset |
| Newport Trust Company | TRUSTEE | $12,668 | $0 |