Regency Terrace South 401(K) Profit Sharing Plan — Form 5500 plan (Regency Terrace South, 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 Terrace South 401(K) Profit Sharing Plan is a benefit plan reported by Regency Terrace South, Inc. under EIN 39-1098276 and plan number 001. The latest loaded filing year is 2023. The filing reports 253 participants and $5,807,637 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Regency Terrace South, Inc.
- EIN
- 39-1098276
- Plan number
- 001
- Plan type
- 2
- Location
- Hales Corners, WI
- Latest filing year
- 2023
- Participants
- 253
- End-of-year plan assets
- $5,807,637
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 253 | H | 20241014223048NAL0046109952001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,807,637
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,807,637
- Net assets (BOY)
- $5,491,394
Income & contributions
- Employer contributions
- $37,052
- Participant contributions
- $390,438
- Total contributions
- $427,490
- Total income / additions
- $901,118
Expenses & distributions
- Benefits paid
- $536,635
- Administrative expenses
- $48,240
- Total expenses
- $584,875
- Net increase / (decrease)
- $316,243
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.