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REGIS HR GROUP 401(K) PLAN 401k Plan overview

Plan NameREGIS HR GROUP 401(K) PLAN
Plan identification number 001

REGIS HR GROUP 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE SIMPLEX GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE SIMPLEX GROUP, INC.
Employer identification number (EIN):651130355
NAIC Classification:541214
NAIC Description:Payroll Services

Additional information about THE SIMPLEX GROUP, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2001-03-19
Company Identification Number: P01000027956
Legal Registered Office Address: 10625 N KENDALL DRIVE

MIAMI

33176

More information about THE SIMPLEX GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan REGIS HR GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CARLOS SALADRIGAS JR. ELISE MUNOZ2018-08-01
0012016-01-01CARLOS SALADRIGAS ELISE MUNOZ2017-09-22
0012015-01-01CARLOS SALADRIGAS
0012014-01-01CARLOS SALADRIGAS CARLOS SALADRIGAS2015-10-09
0012013-01-01CARLOS SALADRIGAS
0012012-01-01CARLOS SALADRIGAS
0012011-01-01CARLOS SALADRIGAS CARLOS SALADRIGAS2012-10-16
0012010-01-01CARLOS SALADRIGAS2011-10-13

Plan Statistics for REGIS HR GROUP 401(K) PLAN

401k plan membership statisitcs for REGIS HR GROUP 401(K) PLAN

Measure Date Value
2022: REGIS HR GROUP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014,435
Total number of active participants reported on line 7a of the Form 55002022-01-014,131
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01682
Total of all active and inactive participants2022-01-014,813
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-014,813
Number of participants with account balances2022-01-012,844
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01146
2021: REGIS HR GROUP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,185
Total number of active participants reported on line 7a of the Form 55002021-01-012,852
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01603
Total of all active and inactive participants2021-01-013,455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-013,455
Number of participants with account balances2021-01-012,023
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01372
2020: REGIS HR GROUP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,268
Total number of active participants reported on line 7a of the Form 55002020-01-012,180
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01651
Total of all active and inactive participants2020-01-012,831
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012,831
Number of participants with account balances2020-01-011,675
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0127
2019: REGIS HR GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,094
Total number of active participants reported on line 7a of the Form 55002019-01-012,436
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01564
Total of all active and inactive participants2019-01-013,000
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-013,000
Number of participants with account balances2019-01-011,419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0113
2018: REGIS HR GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,521
Total number of active participants reported on line 7a of the Form 55002018-01-012,156
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01425
Total of all active and inactive participants2018-01-012,581
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012,581
Number of participants with account balances2018-01-011,212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: REGIS HR GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,000
Total number of active participants reported on line 7a of the Form 55002017-01-011,653
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01360
Total of all active and inactive participants2017-01-012,013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012,013
Number of participants with account balances2017-01-011,022
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: REGIS HR GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,588
Total number of active participants reported on line 7a of the Form 55002016-01-011,408
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01337
Total of all active and inactive participants2016-01-011,745
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,745
Number of participants with account balances2016-01-01916
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: REGIS HR GROUP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,423
Total number of active participants reported on line 7a of the Form 55002015-01-011,033
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01320
Total of all active and inactive participants2015-01-011,353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,353
Number of participants with account balances2015-01-01673
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: REGIS HR GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,404
Total number of active participants reported on line 7a of the Form 55002014-01-01887
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01387
Total of all active and inactive participants2014-01-011,274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,274
Number of participants with account balances2014-01-01672
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: REGIS HR GROUP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,046
Total number of active participants reported on line 7a of the Form 55002013-01-011,926
Number of other retired or separated participants entitled to future benefits2013-01-01293
Total of all active and inactive participants2013-01-012,219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012,219
Number of participants with account balances2013-01-01826
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: REGIS HR GROUP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01768
Total number of active participants reported on line 7a of the Form 55002012-01-01520
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01191
Total of all active and inactive participants2012-01-01711
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01711
Number of participants with account balances2012-01-01293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: REGIS HR GROUP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01433
Total number of active participants reported on line 7a of the Form 55002011-01-01519
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0174
Total of all active and inactive participants2011-01-01593
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01593
Number of participants with account balances2011-01-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on REGIS HR GROUP 401(K) PLAN

Measure Date Value
2022 : REGIS HR GROUP 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$6,728,214
Total transfer of assets from this plan2022-12-31$80,530
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$4,071,439
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$7,797,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,149,225
Value of total corrective distributions2022-12-31$72,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$16,983,531
Value of total assets at end of year2022-12-31$75,055,309
Value of total assets at beginning of year2022-12-31$72,133,892
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$575,647
Total interest from all sources2022-12-31$55,554
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,848,086
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,848,086
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$10,762,809
Participant contributions at end of year2022-12-31$1,514,752
Participant contributions at beginning of year2022-12-31$1,113,091
Participant contributions at end of year2022-12-31$303,142
Participant contributions at beginning of year2022-12-31$160,464
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,272,838
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$15,030
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$10,069
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,726,267
Value of net assets at end of year (total assets less liabilities)2022-12-31$75,055,309
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$72,133,892
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$233,288
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$72,546,638
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$70,422,962
Interest on participant loans2022-12-31$55,554
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-14,815,732
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$4,947,884
Employer contributions (assets) at end of year2022-12-31$675,747
Employer contributions (assets) at beginning of year2022-12-31$427,306
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,149,225
Contract administrator fees2022-12-31$342,359
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31VERDEJA AND DE ARMAS, LLP
Accountancy firm EIN2022-12-31204989621
2021 : REGIS HR GROUP 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$3,034,155
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$20,380,517
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,465,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,936,121
Value of total corrective distributions2021-12-31$58,091
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$12,835,934
Value of total assets at end of year2021-12-31$72,133,892
Value of total assets at beginning of year2021-12-31$53,184,522
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$471,090
Total interest from all sources2021-12-31$47,809
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,451,408
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,451,408
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$6,963,110
Participant contributions at end of year2021-12-31$1,113,091
Participant contributions at beginning of year2021-12-31$1,088,133
Participant contributions at end of year2021-12-31$160,464
Participant contributions at beginning of year2021-12-31$106,760
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,526,553
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$10,069
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$9,654
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$15,915,215
Value of net assets at end of year (total assets less liabilities)2021-12-31$72,133,892
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$53,184,522
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$201,337
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$70,422,962
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$51,767,036
Interest on participant loans2021-12-31$47,809
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,045,366
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,346,271
Employer contributions (assets) at end of year2021-12-31$427,306
Employer contributions (assets) at beginning of year2021-12-31$212,939
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,936,121
Contract administrator fees2021-12-31$269,753
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31VERDEJA AND DE ARMAS, LLP
Accountancy firm EIN2021-12-31204989621
2020 : REGIS HR GROUP 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$1,000,341
Total transfer of assets from this plan2020-12-31$954,904
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$15,442,150
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,472,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,004,954
Value of total corrective distributions2020-12-31$100,508
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$8,516,706
Value of total assets at end of year2020-12-31$53,184,522
Value of total assets at beginning of year2020-12-31$42,169,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$367,489
Total interest from all sources2020-12-31$41,164
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,483,127
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,483,127
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$5,301,322
Participant contributions at end of year2020-12-31$1,088,133
Participant contributions at beginning of year2020-12-31$754,010
Participant contributions at end of year2020-12-31$106,760
Participant contributions at beginning of year2020-12-31$135,024
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$660,770
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$9,654
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$9,610
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$10,969,199
Value of net assets at end of year (total assets less liabilities)2020-12-31$53,184,522
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$42,169,886
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$142,321
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$51,767,036
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$41,129,151
Interest on participant loans2020-12-31$41,164
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,401,153
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,554,614
Employer contributions (assets) at end of year2020-12-31$212,939
Employer contributions (assets) at beginning of year2020-12-31$142,091
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,004,954
Contract administrator fees2020-12-31$225,168
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31VERDEJA AND DE ARMAS, LLP
Accountancy firm EIN2020-12-31204989621
2019 : REGIS HR GROUP 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$1,913,492
Total transfer of assets from this plan2019-12-31$3,632,698
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$13,986,341
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,579,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,218,568
Value of total corrective distributions2019-12-31$22,823
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,944,884
Value of total assets at end of year2019-12-31$42,169,886
Value of total assets at beginning of year2019-12-31$32,482,656
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$338,514
Total interest from all sources2019-12-31$41,308
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,224,844
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,224,844
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,313,375
Participant contributions at end of year2019-12-31$754,010
Participant contributions at beginning of year2019-12-31$762,002
Participant contributions at end of year2019-12-31$135,024
Participant contributions at beginning of year2019-12-31$96,326
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$575,706
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$9,610
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$6,120
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$11,406,436
Value of net assets at end of year (total assets less liabilities)2019-12-31$42,169,886
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$32,482,656
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$137,915
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$41,129,151
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$31,517,075
Interest on participant loans2019-12-31$41,308
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,775,305
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,055,803
Employer contributions (assets) at end of year2019-12-31$142,091
Employer contributions (assets) at beginning of year2019-12-31$101,133
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,218,568
Contract administrator fees2019-12-31$200,599
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31VERDEJA AND DE ARMAS, LLP
Accountancy firm EIN2019-12-31204989621
2018 : REGIS HR GROUP 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$3,903,318
Total transfer of assets from this plan2018-12-31$5,973,147
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$3,490,443
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,671,671
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,376,928
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,317,162
Value of total assets at end of year2018-12-31$32,482,656
Value of total assets at beginning of year2018-12-31$32,733,713
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$294,743
Total interest from all sources2018-12-31$27,148
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,224,388
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,224,388
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,290,746
Participant contributions at end of year2018-12-31$762,002
Participant contributions at beginning of year2018-12-31$513,919
Participant contributions at end of year2018-12-31$96,326
Participant contributions at beginning of year2018-12-31$88,535
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$467,568
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$6,120
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$5,714
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$1,818,772
Value of net assets at end of year (total assets less liabilities)2018-12-31$32,482,656
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$32,733,713
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$128,091
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$31,517,075
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$32,088,817
Interest on participant loans2018-12-31$27,148
Interest earned on other investments2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,078,255
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,558,848
Employer contributions (assets) at end of year2018-12-31$101,133
Employer contributions (assets) at beginning of year2018-12-31$36,728
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,376,928
Contract administrator fees2018-12-31$166,652
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31VERDEJA, DE ARMAS & TRUJILLO, LLP
Accountancy firm EIN2018-12-31204989621
2017 : REGIS HR GROUP 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$1,268,929
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$9,811,170
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,406,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,116,214
Value of total corrective distributions2017-12-31$50,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,592,037
Value of total assets at end of year2017-12-31$32,733,713
Value of total assets at beginning of year2017-12-31$23,060,550
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$240,704
Total interest from all sources2017-12-31$19,759
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$952,937
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$952,937
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,956,627
Participant contributions at end of year2017-12-31$513,919
Participant contributions at beginning of year2017-12-31$399,479
Participant contributions at end of year2017-12-31$88,535
Participant contributions at beginning of year2017-12-31$75,599
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,188,220
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$5,714
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$6,257
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$8,404,234
Value of net assets at end of year (total assets less liabilities)2017-12-31$32,733,713
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$23,060,550
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$108,508
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$32,088,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$22,405,094
Interest on participant loans2017-12-31$19,759
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,246,437
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,447,190
Employer contributions (assets) at end of year2017-12-31$36,728
Employer contributions (assets) at beginning of year2017-12-31$174,121
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,116,214
Contract administrator fees2017-12-31$132,196
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31VERDEJA AND DE ARMAS, LLP
Accountancy firm EIN2017-12-31204989621
2016 : REGIS HR GROUP 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$1,239,930
Total transfer of assets from this plan2016-12-31$49,949
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$6,546,473
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$890,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$679,402
Value of total corrective distributions2016-12-31$31,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,322,978
Value of total assets at end of year2016-12-31$23,060,550
Value of total assets at beginning of year2016-12-31$16,214,723
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$179,703
Total interest from all sources2016-12-31$12,908
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$544,614
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$544,614
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,247,328
Participant contributions at end of year2016-12-31$399,479
Participant contributions at beginning of year2016-12-31$248,061
Participant contributions at end of year2016-12-31$75,599
Participant contributions at beginning of year2016-12-31$39,931
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,749,317
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$6,257
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$2,244
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$5,655,846
Value of net assets at end of year (total assets less liabilities)2016-12-31$23,060,550
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$16,214,723
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$83,759
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$22,405,094
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$15,763,693
Interest on participant loans2016-12-31$12,908
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$665,973
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,326,333
Employer contributions (assets) at end of year2016-12-31$174,121
Employer contributions (assets) at beginning of year2016-12-31$160,794
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$679,402
Contract administrator fees2016-12-31$95,944
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31VERDEJA AND DE ARMAS, LLP
Accountancy firm EIN2016-12-31204989621
2015 : REGIS HR GROUP 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$1,181,669
Total transfer of assets from this plan2015-12-31$265,976
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,061,004
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,795,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,624,184
Value of total corrective distributions2015-12-31$17,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,214,628
Value of total assets at end of year2015-12-31$16,214,723
Value of total assets at beginning of year2015-12-31$14,033,094
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$153,075
Total interest from all sources2015-12-31$8,780
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$551,633
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$551,633
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,775,963
Participant contributions at end of year2015-12-31$248,061
Participant contributions at beginning of year2015-12-31$140,042
Participant contributions at end of year2015-12-31$39,931
Participant contributions at beginning of year2015-12-31$25,322
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$493,254
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$2,244
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$875
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,265,936
Value of net assets at end of year (total assets less liabilities)2015-12-31$16,214,723
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$14,033,094
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$72,776
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$15,763,693
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$13,719,221
Interest on participant loans2015-12-31$8,780
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-714,037
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$945,411
Employer contributions (assets) at end of year2015-12-31$160,794
Employer contributions (assets) at beginning of year2015-12-31$147,634
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,624,184
Contract administrator fees2015-12-31$80,299
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31VERDEJA AND DE ARMAS, LLP
Accountancy firm EIN2015-12-31204989621
2014 : REGIS HR GROUP 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$647,669
Total transfer of assets from this plan2014-12-31$1,828,081
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,393,641
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,373,700
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,183,075
Value of total corrective distributions2014-12-31$25,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,444,316
Value of total assets at end of year2014-12-31$14,033,094
Value of total assets at beginning of year2014-12-31$15,193,565
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$164,950
Total interest from all sources2014-12-31$10,805
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$522,111
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$522,111
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,619,698
Participant contributions at end of year2014-12-31$140,042
Participant contributions at beginning of year2014-12-31$316,058
Participant contributions at end of year2014-12-31$25,322
Participant contributions at beginning of year2014-12-31$24,515
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$100,225
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$875
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,034
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$19,941
Value of net assets at end of year (total assets less liabilities)2014-12-31$14,033,094
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$15,193,565
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$73,924
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$13,719,221
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$14,704,960
Interest on participant loans2014-12-31$10,805
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$416,409
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$724,393
Employer contributions (assets) at end of year2014-12-31$147,634
Employer contributions (assets) at beginning of year2014-12-31$146,998
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,183,075
Contract administrator fees2014-12-31$91,026
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31VERDEJA AND DE ARMAS, LLP
Accountancy firm EIN2014-12-31204989621
2013 : REGIS HR GROUP 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$5,874,697
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,162,010
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,128,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,994,365
Value of total corrective distributions2013-12-31$3,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,587,398
Value of total assets at end of year2013-12-31$15,193,565
Value of total assets at beginning of year2013-12-31$7,284,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$129,973
Total interest from all sources2013-12-31$12,915
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$384,911
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$384,911
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,536,120
Participant contributions at end of year2013-12-31$316,058
Participant contributions at beginning of year2013-12-31$76,238
Participant contributions at end of year2013-12-31$24,515
Participant contributions at beginning of year2013-12-31$14,804
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$438,590
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,034
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$2,199
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,034,006
Value of net assets at end of year (total assets less liabilities)2013-12-31$15,193,565
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,284,862
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$56,850
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$14,704,960
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,075,567
Interest on participant loans2013-12-31$12,915
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,176,786
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$612,688
Employer contributions (assets) at end of year2013-12-31$146,998
Employer contributions (assets) at beginning of year2013-12-31$116,054
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,994,365
Contract administrator fees2013-12-31$73,123
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31VERDEJA AND DE ARMAS, LLP
Accountancy firm EIN2013-12-31204989621
2012 : REGIS HR GROUP 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$398,934
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,011,992
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$611,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$528,549
Value of total corrective distributions2012-12-31$21,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,242,464
Value of total assets at end of year2012-12-31$7,284,862
Value of total assets at beginning of year2012-12-31$5,485,613
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$61,876
Total interest from all sources2012-12-31$3,340
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$218,966
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$218,966
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$790,721
Participant contributions at end of year2012-12-31$76,238
Participant contributions at beginning of year2012-12-31$84,983
Participant contributions at end of year2012-12-31$14,804
Participant contributions at beginning of year2012-12-31$24,926
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$65,041
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$2,199
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$549
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,400,315
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,284,862
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,485,613
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$7,395
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,075,567
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,259,940
Interest on participant loans2012-12-31$3,340
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$547,222
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$386,702
Employer contributions (assets) at end of year2012-12-31$116,054
Employer contributions (assets) at beginning of year2012-12-31$115,215
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$528,549
Contract administrator fees2012-12-31$54,481
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31VERDEJA AND DE ARMAS, LLP
Accountancy firm EIN2012-12-31204989621
2011 : REGIS HR GROUP 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$301,795
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$957,089
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$101,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$73,560
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,077,683
Value of total assets at end of year2011-12-31$5,485,613
Value of total assets at beginning of year2011-12-31$4,328,171
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$27,882
Total interest from all sources2011-12-31$3,423
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$137,492
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$137,492
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$694,820
Participant contributions at end of year2011-12-31$84,983
Participant contributions at beginning of year2011-12-31$82,588
Participant contributions at end of year2011-12-31$24,926
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$48,891
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$549
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$855,647
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,485,613
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,328,171
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,259,940
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,237,428
Interest on participant loans2011-12-31$3,423
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-261,509
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$333,972
Employer contributions (assets) at end of year2011-12-31$115,215
Employer contributions (assets) at beginning of year2011-12-31$8,155
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$73,560
Contract administrator fees2011-12-31$27,882
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31VERDEJA AND DE ARMAS, LLP
Accountancy firm EIN2011-12-31204989621

Form 5500 Responses for REGIS HR GROUP 401(K) PLAN

2022: REGIS HR GROUP 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: REGIS HR GROUP 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: REGIS HR GROUP 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: REGIS HR GROUP 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: REGIS HR GROUP 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: REGIS HR GROUP 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: REGIS HR GROUP 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: REGIS HR GROUP 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: REGIS HR GROUP 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: REGIS HR GROUP 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: REGIS HR GROUP 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: REGIS HR GROUP 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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