Plan5500

Sares Regis Group 401(K) Plan — Form 5500 plan (Sares-Regis Operating Company, Lp)

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, Sares Regis Group 401(K) Plan is a benefit plan reported by Sares-Regis Operating Company, Lp under EIN 33-0550001 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,294 participants and $77,211,042 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sares-Regis Operating Company, Lp
EIN
33-0550001
Plan number
001
Plan type
2
Location
Newport Beach, CA
Latest filing year
2023
Participants
1,294
End-of-year plan assets
$77,211,042

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,294H, C20241014132133NAL0013341603001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$77,211,042
Total liabilities (EOY)
$0
Net assets (EOY)
$77,211,042
Net assets (BOY)
$62,465,882

Income & contributions

Employer contributions
$1,632,286
Participant contributions
$6,612,587
Total contributions
$9,438,678
Total income / additions
$20,126,453

Expenses & distributions

Benefits paid
$5,190,750
Administrative expenses
$180,038
Total expenses
$5,381,293
Net increase / (decrease)
$14,745,160

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$94,750$02023
Pension Benefits Unlimited IncCONTRACT ADMINISTRATOR$46,323$16,6572023
Nfp RetirementCONTRACT ADMINISTRATOR$6,857$48,7502023
Moss AdamsACCOUNTANT$32,108not reported in the loaded dataset2023

Related Form 5500 pages