Regal Marine 401(K) Retirement Plan — Form 5500 plan (Regal Marine Industries, 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 Marine 401(K) Retirement Plan is a benefit plan reported by Regal Marine Industries, Inc. under EIN 59-1273173 and plan number 001. The latest loaded filing year is 2023. The filing reports 943 participants and $26,606,556 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Regal Marine Industries, Inc.
EIN
59-1273173
Plan number
001
Plan type
2
Location
Orlando, FL
Latest filing year
2023
Participants
943
End-of-year plan assets
$26,606,556

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023943H, C20240806154552NAL0002468401001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,606,556
Total liabilities (EOY)
$0
Net assets (EOY)
$26,606,556
Net assets (BOY)
$22,782,079

Income & contributions

Employer contributions
$779,359
Participant contributions
$2,261,491
Total contributions
$3,891,088
Total income / additions
$7,602,094

Expenses & distributions

Benefits paid
$3,629,386
Administrative expenses
$148,359
Total expenses
$3,777,617
Net increase / (decrease)
$3,824,477

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$148,359$02023
Rpa Financial, LLCINVESTMENT ADVISORY$0$33,5332023

Related Form 5500 pages