REGAL NISSAN, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan REGAL NISSAN GROUP BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2022: REGAL NISSAN GROUP BENEFIT PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-07-01 | 43 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-07-01 | 49 |
| Number of retired or separated participants receiving benefits | 2022-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-07-01 | 0 |
| Total of all active and inactive participants | 2022-07-01 | 49 |
| 2021: REGAL NISSAN GROUP BENEFIT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-07-01 | 60 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 43 |
| Number of retired or separated participants receiving benefits | 2021-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-07-01 | 0 |
| Total of all active and inactive participants | 2021-07-01 | 43 |
| 2020: REGAL NISSAN GROUP BENEFIT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-07-01 | 47 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-07-01 | 60 |
| Number of retired or separated participants receiving benefits | 2020-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-07-01 | 0 |
| Total of all active and inactive participants | 2020-07-01 | 60 |
| 2019: REGAL NISSAN GROUP BENEFIT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-07-01 | 61 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 47 |
| Number of retired or separated participants receiving benefits | 2019-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-07-01 | 0 |
| Total of all active and inactive participants | 2019-07-01 | 47 |
| Measure | Date | Value |
|---|
| 2023 : REGAL NISSAN GROUP BENEFIT PLAN 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-06-30 | $89,758 |
| Total plan liabilities at beginning of year | 2023-06-30 | $81,129 |
| Total income from all sources | 2023-06-30 | $765,223 |
| Expenses. Total of all expenses incurred | 2023-06-30 | $627,607 |
| Benefits paid (including direct rollovers) | 2023-06-30 | $292,995 |
| Total plan assets at end of year | 2023-06-30 | $178,957 |
| Total plan assets at beginning of year | 2023-06-30 | $32,712 |
| Value of fidelity bond covering the plan | 2023-06-30 | $500,000 |
| Total contributions received or receivable from participants | 2023-06-30 | $268,092 |
| Expenses. Other expenses not covered elsewhere | 2023-06-30 | $255,918 |
| Contributions received from other sources (not participants or employers) | 2023-06-30 | $0 |
| Other income received | 2023-06-30 | $488 |
| Net income (gross income less expenses) | 2023-06-30 | $137,616 |
| Net plan assets at end of year (total assets less liabilities) | 2023-06-30 | $89,199 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-06-30 | $-48,417 |
| Total contributions received or receivable from employer(s) | 2023-06-30 | $496,643 |
| Value of corrective distributions | 2023-06-30 | $55,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-06-30 | $23,694 |
| 2022 : REGAL NISSAN GROUP BENEFIT PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-06-30 | $81,129 |
| Total plan liabilities at beginning of year | 2022-06-30 | $65,237 |
| Total income from all sources | 2022-06-30 | $671,010 |
| Expenses. Total of all expenses incurred | 2022-06-30 | $736,203 |
| Benefits paid (including direct rollovers) | 2022-06-30 | $479,014 |
| Total plan assets at end of year | 2022-06-30 | $32,712 |
| Total plan assets at beginning of year | 2022-06-30 | $82,013 |
| Value of fidelity bond covering the plan | 2022-06-30 | $40,000 |
| Total contributions received or receivable from participants | 2022-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2022-06-30 | $235,952 |
| Contributions received from other sources (not participants or employers) | 2022-06-30 | $0 |
| Other income received | 2022-06-30 | $0 |
| Net income (gross income less expenses) | 2022-06-30 | $-65,193 |
| Net plan assets at end of year (total assets less liabilities) | 2022-06-30 | $-48,417 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-06-30 | $16,776 |
| Total contributions received or receivable from employer(s) | 2022-06-30 | $671,010 |
| Value of corrective distributions | 2022-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-06-30 | $21,237 |
| 2021 : REGAL NISSAN GROUP BENEFIT PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-06-30 | $65,237 |
| Total plan liabilities at beginning of year | 2021-06-30 | $58,513 |
| Total income from all sources | 2021-06-30 | $721,996 |
| Expenses. Total of all expenses incurred | 2021-06-30 | $726,734 |
| Benefits paid (including direct rollovers) | 2021-06-30 | $448,272 |
| Total plan assets at end of year | 2021-06-30 | $82,013 |
| Total plan assets at beginning of year | 2021-06-30 | $80,027 |
| Value of fidelity bond covering the plan | 2021-06-30 | $40,000 |
| Total contributions received or receivable from participants | 2021-06-30 | $275,611 |
| Expenses. Other expenses not covered elsewhere | 2021-06-30 | $253,405 |
| Contributions received from other sources (not participants or employers) | 2021-06-30 | $6,890 |
| Other income received | 2021-06-30 | $0 |
| Noncash contributions received | 2021-06-30 | $0 |
| Net income (gross income less expenses) | 2021-06-30 | $-4,738 |
| Net plan assets at end of year (total assets less liabilities) | 2021-06-30 | $16,776 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-06-30 | $21,514 |
| Total contributions received or receivable from employer(s) | 2021-06-30 | $439,495 |
| Value of certain deemed distributions of participant loans | 2021-06-30 | $0 |
| Value of corrective distributions | 2021-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-06-30 | $25,057 |
| 2020 : REGAL NISSAN GROUP BENEFIT PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-06-30 | $58,513 |
| Total income from all sources | 2020-06-30 | $701,624 |
| Expenses. Total of all expenses incurred | 2020-06-30 | $680,110 |
| Benefits paid (including direct rollovers) | 2020-06-30 | $419,632 |
| Total plan assets at end of year | 2020-06-30 | $80,027 |
| Value of fidelity bond covering the plan | 2020-06-30 | $40,000 |
| Total contributions received or receivable from participants | 2020-06-30 | $280,916 |
| Expenses. Other expenses not covered elsewhere | 2020-06-30 | $233,677 |
| Contributions received from other sources (not participants or employers) | 2020-06-30 | $7,416 |
| Other income received | 2020-06-30 | $0 |
| Net income (gross income less expenses) | 2020-06-30 | $21,514 |
| Net plan assets at end of year (total assets less liabilities) | 2020-06-30 | $21,514 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-06-30 | $0 |
| Total contributions received or receivable from employer(s) | 2020-06-30 | $413,292 |
| Value of corrective distributions | 2020-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-06-30 | $26,801 |
| 2022: REGAL NISSAN GROUP BENEFIT PLAN 2022 form 5500 responses |
|---|
| 2022-07-01 | Type of plan entity | Single employer plan |
| 2022-07-01 | Submission has been amended | No |
| 2022-07-01 | This submission is the final filing | No |
| 2022-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-07-01 | Plan is a collectively bargained plan | No |
| 2022-07-01 | Plan funding arrangement – Insurance | Yes |
| 2022-07-01 | Plan funding arrangement – Trust | Yes |
| 2022-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-07-01 | Plan benefit arrangement - Trust | Yes |
| 2021: REGAL NISSAN GROUP BENEFIT PLAN 2021 form 5500 responses |
|---|
| 2021-07-01 | Type of plan entity | Single employer plan |
| 2021-07-01 | Submission has been amended | No |
| 2021-07-01 | This submission is the final filing | No |
| 2021-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-07-01 | Plan is a collectively bargained plan | No |
| 2021-07-01 | Plan funding arrangement – Insurance | Yes |
| 2021-07-01 | Plan funding arrangement – Trust | Yes |
| 2021-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-07-01 | Plan benefit arrangement - Trust | Yes |
| 2020: REGAL NISSAN GROUP BENEFIT PLAN 2020 form 5500 responses |
|---|
| 2020-07-01 | Type of plan entity | Single employer plan |
| 2020-07-01 | Submission has been amended | No |
| 2020-07-01 | This submission is the final filing | No |
| 2020-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-07-01 | Plan is a collectively bargained plan | No |
| 2020-07-01 | Plan funding arrangement – Insurance | Yes |
| 2020-07-01 | Plan funding arrangement – Trust | Yes |
| 2020-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-07-01 | Plan benefit arrangement - Trust | Yes |
| 2019: REGAL NISSAN GROUP BENEFIT PLAN 2019 form 5500 responses |
|---|
| 2019-07-01 | Type of plan entity | Single employer plan |
| 2019-07-01 | First time form 5500 has been submitted | Yes |
| 2019-07-01 | Submission has been amended | No |
| 2019-07-01 | This submission is the final filing | No |
| 2019-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-07-01 | Plan is a collectively bargained plan | No |
| 2019-07-01 | Plan funding arrangement – Insurance | Yes |
| 2019-07-01 | Plan funding arrangement – Trust | Yes |
| 2019-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-07-01 | Plan benefit arrangement - Trust | Yes |
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 31000073 |
| Policy instance | 1 |
| Insurance contract or identification number | 31000073 | | Number of Individuals Covered | 49 | | Insurance policy start date | 2022-07-01 | | Insurance policy end date | 2023-06-30 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $215,295 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 31000073 |
| Policy instance | 1 |
| Insurance contract or identification number | 31000073 | | Number of Individuals Covered | 43 | | Insurance policy start date | 2021-07-01 | | Insurance policy end date | 2022-06-30 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $196,764 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 31000073 |
| Policy instance | 1 |
| Insurance contract or identification number | 31000073 | | Number of Individuals Covered | 60 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $206,442 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 31000073 |
| Policy instance | 1 |
| Insurance contract or identification number | 31000073 | | Number of Individuals Covered | 47 | | Insurance policy start date | 2019-07-01 | | Insurance policy end date | 2020-06-30 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $184,866 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
