Plan5500

Regent Bank 401(K) Plan — Form 5500 plan (Regent Bank)

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, Regent Bank 401(K) Plan is a benefit plan reported by Regent Bank under EIN 73-0376185 and plan number 002. The latest loaded filing year is 2023. The filing reports 218 participants and $13,084,726 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Regent Bank
EIN
73-0376185
Plan number
002
Plan type
2
Location
Tulsa, OK
Latest filing year
2023
Participants
218
End-of-year plan assets
$13,084,726

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023218H, C20241007072217NAL0008709219001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,084,726
Total liabilities (EOY)
$0
Net assets (EOY)
$13,084,726
Net assets (BOY)
$9,701,816

Income & contributions

Employer contributions
$829,028
Participant contributions
$1,244,083
Total contributions
$2,307,745
Total income / additions
$4,288,633

Expenses & distributions

Benefits paid
$842,313
Administrative expenses
$63,410
Total expenses
$905,723
Net increase / (decrease)
$3,382,910

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$63,409$02023
Mml Insurance Agency LLCOTHER SERVICES$0$24,9862023
Mml Investors Services LLCOTHER SERVICES$0$6,9502023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages