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| Plan Name | RGI FINANCIAL PROFIT SHARING PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | RGI FINANCIAL |
| Employer identification number (EIN): | 954780392 |
| NAIC Classification: | 523900 |
Additional information about RGI FINANCIAL
| Jurisdiction of Incorporation: | California Department of State |
| Incorporation Date: | 2000-01-24 |
| Company Identification Number: | C2209676 |
| Legal Registered Office Address: |
21820 Burbank Boulevard., Suite 300 North Building Woodland Hills United States of America (USA) 91367 |
More information about RGI FINANCIAL
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2023-01-01 | ||||
| 002 | 2022-01-01 | ||||
| 002 | 2021-01-01 | ||||
| 002 | 2020-01-01 | ||||
| 002 | 2019-01-01 | ||||
| 002 | 2018-01-01 | ||||
| 002 | 2017-01-01 | ||||
| 002 | 2016-01-01 | ||||
| 002 | 2015-01-01 | ||||
| 002 | 2014-01-01 |
| Measure | Date | Value |
|---|---|---|
| 2025 : RGI FINANCIAL PROFIT SHARING PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-08-25 | 1450 |
| Net assets as of the end of the plan year | 2025-08-25 | 974420 |
| Total assets as of the beginning of the plan year | 2025-08-25 | 764460 |
| Value of plan covered by a fidelity bond | 2025-08-25 | 400000 |
| Participant contributions to plan in this plan year | 2025-08-25 | 34950 |
| Value of participant loans at end of plan year | 2025-08-25 | 42922 |
| Other expenses paid from plan in this plan year | 2025-08-25 | 0 |
| Other contributions to plan in this plan year | 2025-08-25 | 0 |
| Other income to plan in this plan year | 2025-08-25 | 118097 |
| Plan net income in this plan year | 2025-08-25 | 209960 |
| Net assets as of the end of the plan year | 2025-08-25 | 974420 |
| Net assets as of the beginning of the plan year | 2025-08-25 | 764460 |
| Value of contributions failed to transmitted timely | 2025-08-25 | 1420 |
| Employer contributions to plan in this plan year | 2025-08-25 | 58363 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-08-25 | 1450 |
| 2024 : RGI FINANCIAL PROFIT SHARING PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-09-27 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-09-27 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-27 | 800 |
| Net assets as of the end of the plan year | 2024-09-27 | 764460 |
| Total assets as of the beginning of the plan year | 2024-09-27 | 607585 |
| Value of plan covered by a fidelity bond | 2024-09-27 | 400000 |
| Participant contributions to plan in this plan year | 2024-09-27 | 33365 |
| Value of participant loans at end of plan year | 2024-09-27 | 44770 |
| Other expenses paid from plan in this plan year | 2024-09-27 | 0 |
| Other contributions to plan in this plan year | 2024-09-27 | 0 |
| Other income to plan in this plan year | 2024-09-27 | 72329 |
| Plan net income in this plan year | 2024-09-27 | 156875 |
| Net assets as of the end of the plan year | 2024-09-27 | 764460 |
| Net assets as of the beginning of the plan year | 2024-09-27 | 607585 |
| Employer contributions to plan in this plan year | 2024-09-27 | 51981 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-27 | 800 |
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