Regency Windsor Management, Inc. Savings Plan — Form 5500 plan (Regency Windsor Management, 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, Regency Windsor Management, Inc. Savings Plan is a benefit plan reported by Regency Windsor Management, Inc. under EIN 37-1139254 and plan number 001. The latest loaded filing year is 2023. The filing reports 85 participants and $8,159,765 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Regency Windsor Management, Inc.
- EIN
- 37-1139254
- Plan number
- 001
- Plan type
- 2
- Location
- Vero Beach, FL
- Latest filing year
- 2023
- Participants
- 85
- End-of-year plan assets
- $8,159,765
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 85 | I | 20240910131345NAL0005682465001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $8,159,765
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,159,765
- Net assets (BOY)
- $6,321,508
Income & contributions
- Employer contributions
- $89,297
- Participant contributions
- $325,865
- Total income / additions
- $1,937,790
Expenses & distributions
- Benefits paid
- $77,163
- Administrative expenses
- $908
- Total expenses
- $99,533
- Net increase / (decrease)
- $1,838,257
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.