Regal Cutting Tools, Inc. Retirement Savings Plan — Form 5500 plan (Regal Cutting Tools, Inc.)
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 Cutting Tools, Inc. Retirement Savings Plan is a benefit plan reported by Regal Cutting Tools, Inc. under EIN 20-4780971 and plan number 001. The latest loaded filing year is 2023. The filing reports 139 participants and $6,954,827 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Regal Cutting Tools, Inc.
- EIN
- 20-4780971
- Plan number
- 001
- Plan type
- 2
- Location
- Roscoe, IL
- Latest filing year
- 2023
- Participants
- 139
- End-of-year plan assets
- $6,954,827
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 139 | H, C | 20240930152139NAL0002724019001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,954,827
- Total liabilities (EOY)
- $1
- Net assets (EOY)
- $6,954,826
- Net assets (BOY)
- $6,442,168
Income & contributions
- Employer contributions
- $112,637
- Participant contributions
- $306,501
- Total contributions
- $419,138
- Total income / additions
- $1,364,264
Expenses & distributions
- Benefits paid
- $811,689
- Administrative expenses
- $39,917
- Total expenses
- $851,606
- Net increase / (decrease)
- $512,658
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Dwayne Johnson & Associates, S.C. | ACCOUNTANT/AUDITOR | $26,100 | not reported in the loaded dataset | 2023 |
| Woodbury Financial Services Inc | ADVISOR | $10,605 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $3,212 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Regal Cutting Tools, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Roscoe, IL
- Dwayne Johnson & Associates, S.C. — Schedule C compensation
- Woodbury Financial Services Inc — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation