Regional Management Corp. Savings & Investment Plan — Form 5500 plan (Regional Management Corp.)

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, Regional Management Corp. Savings & Investment Plan is a benefit plan reported by Regional Management Corp. under EIN 57-0847115 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,820 participants and $36,106,658 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Regional Management Corp.
EIN
57-0847115
Plan number
001
Plan type
2
Location
Greer, SC
Latest filing year
2023
Participants
1,820
End-of-year plan assets
$36,106,658

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,820H, C20241015073908NAL0028946529001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$36,106,658
Total liabilities (EOY)
$0
Net assets (EOY)
$36,106,658
Net assets (BOY)
$26,231,301

Income & contributions

Employer contributions
$2,417,899
Participant contributions
$3,997,334
Total contributions
$7,516,453
Total income / additions
$12,452,506

Expenses & distributions

Benefits paid
$2,374,288
Administrative expenses
$133,528
Total expenses
$2,577,149
Net increase / (decrease)
$9,875,357

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond James & Associates IncINVESTMENT ADVISOR$71,626not reported in the loaded dataset2023
Jpmorgan Invest Holdings LLCRECORDKEEPER$61,902$02023

Related Form 5500 pages