Regal Ware, Inc. Bargaining Unit Employees' 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. Bargaining Unit Employees' Profit Sharing Plan is a benefit plan reported by Regal Ware, Inc. under EIN 71-0678746 and plan number 009. The latest loaded filing year is 2023. The filing reports 262 participants and $15,153,665 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$15.2MPlan net assets, end of year$15,153,665
Participants262Covered participants reported
Assets / participant$57.8KComputed: assets ÷ participants$57,838 (computed)
Provider compensation$63.4K2 Schedule C provider row(s)$63,402
- Plan sponsor
- Regal Ware, Inc.
- EIN
- 71-0678746
- Plan number
- 009
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 262 | H, C | 20241015141609NAL0058067810001 |
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)$15.2M total assets
Net assets$15.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $15,153,665
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,153,665
- Net assets (BOY)
- $15,596,437
Income & contributions
- Participant contributions
- $468,359
- Total contributions
- $561,846
- Total income / additions
- $2,430,062
Expenses & distributions
- Benefits paid
- $2,791,397
- Administrative expenses
- $67,820
- Total expenses
- $2,859,217
- Net increase / (decrease)
- -$429,155
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 income115%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $39,132 | $0 | 2023 |
| Francis Investment Counsel | ADVISOR | $24,270 | not reported in the loaded dataset | 2023 |