Regal Ware, Inc. Profit Sharing Plan — Form 5500 plan (Regal Ware, 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 Ware, Inc. Profit Sharing Plan is a benefit plan reported by Regal Ware, Inc. under EIN 71-0678746 and plan number 001. The latest loaded filing year is 2023. The filing reports 239 participants and $26,545,383 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$26.5MPlan net assets, end of year$26,545,383
Participants239Covered participants reported
Assets / participant$111.1KComputed: assets ÷ participants$111,069 (computed)
Provider compensation$85.3K3 Schedule C provider row(s)$85,337
Plan sponsor
Regal Ware, Inc.
EIN
71-0678746
Plan number
001
Plan type
2
Location
Milwaukee, WI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023239H, C20241015142743NAL0058127122001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$26.5M total assets
Net assets$26.5MLiabilities$0
Money in vs. money out
Total income / additions$4.9M
Total expenses$5.1M
Benefits paid / distributions$5M
Contributions
EmployerNot reported
Participant$1.1M
Full reported line items

Net assets

Total assets (EOY)
$26,545,383
Total liabilities (EOY)
$0
Net assets (EOY)
$26,545,383
Net assets (BOY)
$26,700,744

Income & contributions

Participant contributions
$1,080,130
Total contributions
$1,084,244
Total income / additions
$4,922,355

Expenses & distributions

Benefits paid
$5,005,996
Administrative expenses
$85,337
Total expenses
$5,091,333
Net increase / (decrease)
-$168,978
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets19%Computed ratio
Benefits paid ÷ total income102%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Francis Investment CounselADVISOR$45,548not reported in the loaded dataset2023
Newport Group, Inc.RECORDKEEPER$31,539$02023
Newport Trust CompanyTRUSTEE$8,250$02023

Related Form 5500 pages