2023 Form 5500 filing — Regional Enterprises, Inc. 403(B) 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 20241015153505NAL0028957665001) for Regional Enterprises, Inc. 403(B) Plan, reported by Regional Enterprises, Inc. under EIN 39-1555837 and plan number 002. It reports 1,326 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015153505NAL0028957665001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Regional Enterprises, Inc.
- EIN
- 39-1555837
- Plan number
- 002
- Location
- Ashland, WI
- Participants
- 1,326
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $118,710,083
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $118,710,083
- Employer contributions
- $3,701,421
- Participant contributions
- $6,904,777
- Total income / additions
- $28,209,528
- Benefits paid
- $7,171,268
- Administrative expenses
- $152,534
- Total expenses
- $7,323,802
- Net increase / (decrease)
- $20,885,726
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $115,770 | $0 |
| Vanguard Advisers Inc. | NONE | $34,978 | not reported in the loaded dataset |