Regal Research And Mfg. Co. 401(K) Profit Sharing Plan — Form 5500 plan (Regal Research And Mfg. Co.)
Plain-English plan 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, Regal Research And Mfg. Co. 401(K) Profit Sharing Plan is a benefit plan reported by Regal Research And Mfg. Co. under EIN 20-4235852 and plan number 001. The latest loaded filing year is 2023. The filing reports 252 participants and $7,148,221 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Regal Research And Mfg. Co.
- EIN
- 20-4235852
- Plan number
- 001
- Plan type
- 2
- Location
- Plano, TX
- Latest filing year
- 2023
- Participants
- 252
- End-of-year plan assets
- $7,148,221
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 252 | H, C | 20240903154909NAL0009284371001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,148,221
- Total liabilities (EOY)
- $116,528
- Net assets (EOY)
- $7,031,693
- Net assets (BOY)
- $6,335,876
Income & contributions
- Employer contributions
- $96,306
- Participant contributions
- $407,607
- Total contributions
- $512,349
- Total income / additions
- $1,490,202
Expenses & distributions
- Benefits paid
- $762,055
- Administrative expenses
- $32,330
- Total expenses
- $794,385
- Net increase / (decrease)
- $695,817
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alerus Financial Na | NONE | $32,331 | $0 | 2023 |