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REGENCY PACIFIC 401(K) PLAN 401k Plan overview

Plan NameREGENCY PACIFIC 401(K) PLAN
Plan identification number 001

REGENCY PACIFIC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Plan covering Self-Employed individuals.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

REGENCY PACIFIC MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.

Company Name:REGENCY PACIFIC MANAGEMENT, LLC
Employer identification number (EIN):264432432
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about REGENCY PACIFIC MANAGEMENT, LLC

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 2009-03-12
Company Identification Number: 602907183
Legal Registered Office Address: 3400 CAPITOL BLVD SE STE 101

TUMWATER
United States of America (USA)
985013351

More information about REGENCY PACIFIC MANAGEMENT, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan REGENCY PACIFIC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01CRAIG BOYES2023-10-13 CRAIG BOYES2023-10-13
0012021-01-01CRAIG BOYES2022-10-15 CRAIG BOYES2022-10-15
0012019-01-01DAN PORTER2020-10-09 DAN PORTER2020-10-09
0012018-01-01DAN PORTER2019-10-14 DAN PORTER2019-10-14
0012013-01-01ANGELA NELSON
0012012-01-01ANGELA NELSON
0012011-01-01ANGELA NELSON

Plan Statistics for REGENCY PACIFIC 401(K) PLAN

401k plan membership statisitcs for REGENCY PACIFIC 401(K) PLAN

Measure Date Value
2022: REGENCY PACIFIC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,136
Total number of active participants reported on line 7a of the Form 55002022-01-012,104
Number of other retired or separated participants entitled to future benefits2022-01-0198
Total of all active and inactive participants2022-01-012,202
Total participants2022-01-012,202
Number of participants with account balances2022-01-01288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: REGENCY PACIFIC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,274
Total number of active participants reported on line 7a of the Form 55002021-01-012,082
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0189
Total of all active and inactive participants2021-01-012,171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012,171
Number of participants with account balances2021-01-01279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2019: REGENCY PACIFIC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,262
Total number of active participants reported on line 7a of the Form 55002019-01-012,979
Number of other retired or separated participants entitled to future benefits2019-01-0115
Total of all active and inactive participants2019-01-012,994
Total participants2019-01-012,994
Number of participants with account balances2019-01-01256
2018: REGENCY PACIFIC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,758
Total number of active participants reported on line 7a of the Form 55002018-01-011,683
Number of other retired or separated participants entitled to future benefits2018-01-0119
Total of all active and inactive participants2018-01-011,702
Total participants2018-01-011,702
Number of participants with account balances2018-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2013: REGENCY PACIFIC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,635
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-010
Number of participants with account balances2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: REGENCY PACIFIC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,561
Total number of active participants reported on line 7a of the Form 55002012-01-013,172
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01463
Total of all active and inactive participants2012-01-013,635
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013,635
Number of participants with account balances2012-01-01472
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: REGENCY PACIFIC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,087
Total number of active participants reported on line 7a of the Form 55002011-01-013,269
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01127
Total of all active and inactive participants2011-01-013,396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-013,397
Number of participants with account balances2011-01-01456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on REGENCY PACIFIC 401(K) PLAN

Measure Date Value
2022 : REGENCY PACIFIC 401(K) PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$4,464
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$14,874
Total income from all sources (including contributions)2022-12-31$187,268
Total of all expenses incurred2022-12-31$244,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$201,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$929,453
Value of total assets at end of year2022-12-31$4,101,387
Value of total assets at beginning of year2022-12-31$4,169,361
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$43,804
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
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 period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$872,724
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$56,729
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$4,464
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$14,874
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-57,564
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,096,923
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,154,487
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$18,181
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,101,387
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,169,361
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-742,185
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$201,028
Contract administrator fees2022-12-31$25,623
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 name2022-12-31SWEENEY CONRAD, P.S.
Accountancy firm EIN2022-12-31911301672
2021 : REGENCY PACIFIC 401(K) PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$14,874
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$92,803
Total income from all sources (including contributions)2021-12-31$1,344,169
Total of all expenses incurred2021-12-31$317,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$274,990
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$833,184
Value of total assets at end of year2021-12-31$4,169,361
Value of total assets at beginning of year2021-12-31$3,220,947
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$42,836
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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 period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$778,192
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$54,992
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$14,874
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$92,803
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$1,026,343
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,154,487
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,128,144
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$18,679
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,169,361
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,220,947
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$510,985
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$274,990
Contract administrator fees2021-12-31$24,157
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 name2021-12-31SWEENEY CONRAD, P.S.
Accountancy firm EIN2021-12-31911301672
2019 : REGENCY PACIFIC 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,114,361
Total of all expenses incurred2019-12-31$67,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$51,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$867,203
Value of total assets at end of year2019-12-31$1,838,885
Value of total assets at beginning of year2019-12-31$791,588
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$15,142
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$80,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$761,031
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$106,172
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$1,047,297
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,838,885
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$791,588
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$6,432
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,838,885
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$791,588
Net investment gain/loss from pooled separate accounts2019-12-31$247,158
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$51,922
Contract administrator fees2019-12-31$8,710
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)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SWEENEY CONRAD, P.S.
Accountancy firm EIN2019-12-31911301672
2018 : REGENCY PACIFIC 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$825,414
Total of all expenses incurred2018-12-31$33,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$26,637
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$885,936
Value of total assets at end of year2018-12-31$791,588
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$7,189
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$80,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$680,288
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$205,648
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$791,588
Value of net assets at end of year (total assets less liabilities)2018-12-31$791,588
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$2,316
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$791,588
Net investment gain/loss from pooled separate accounts2018-12-31$-60,522
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$26,637
Contract administrator fees2018-12-31$4,873
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)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SWEENEY CONRAD, P.S.
Accountancy firm EIN2018-12-31911301672
2013 : REGENCY PACIFIC 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-08-21$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-21$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-21$0
Total income from all sources (including contributions)2013-08-21$351,846
Total loss/gain on sale of assets2013-08-21$0
Total of all expenses incurred2013-08-21$5,062,461
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-08-21$5,017,468
Value of total corrective distributions2013-08-21$17,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-08-21$460
Value of total assets at end of year2013-08-21$0
Value of total assets at beginning of year2013-08-21$4,710,615
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-08-21$27,978
Total interest from all sources2013-08-21$1,153
Total dividends received (eg from common stock, registered investment company shares)2013-08-21$15,302
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-08-21Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2013-08-21$0
Total dividends received from registered investment company shares (eg mutual funds)2013-08-21$15,302
Was this plan covered by a fidelity bond2013-08-21Yes
Value of fidelity bond cover2013-08-21$1,500,000
If this is an individual account plan, was there a blackout period2013-08-21No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-08-21$0
Were there any nonexempt tranactions with any party-in-interest2013-08-21No
Contributions received from participants2013-08-21$460
Participant contributions at end of year2013-08-21$0
Participant contributions at beginning of year2013-08-21$45,638
Participant contributions at end of year2013-08-21$0
Participant contributions at beginning of year2013-08-21$7,946
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-21No
Value of net income/loss2013-08-21$-4,710,615
Value of net assets at end of year (total assets less liabilities)2013-08-21$0
Value of net assets at beginning of year (total assets less liabilities)2013-08-21$4,710,615
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-08-21No
Were any loans by the plan or fixed income obligations due to the plan in default2013-08-21No
Were any leases to which the plan was party in default or uncollectible2013-08-21No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-08-21$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-08-21$4,532,116
Interest on participant loans2013-08-21$1,142
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-08-21$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-08-21$124,915
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-08-21$124,915
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-08-21$11
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-08-21$334,931
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-08-21No
Was there a failure to transmit to the plan any participant contributions2013-08-21Yes
Has the plan failed to provide any benefit when due under the plan2013-08-21No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-08-21$5,017,468
Contract administrator fees2013-08-21$27,978
Did the plan have assets held for investment2013-08-21No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-21No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-08-21Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-08-21Yes
Opinion of an independent qualified public accountant for this plan2013-08-21Disclaimer
Accountancy firm name2013-08-21HANSEN HUNTER AND CO. P.C
Accountancy firm EIN2013-08-21930891763
2012 : REGENCY PACIFIC 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
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$1,167,392
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$502,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$478,499
Value of total corrective distributions2012-12-31$20,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$620,005
Value of total assets at end of year2012-12-31$4,710,615
Value of total assets at beginning of year2012-12-31$4,045,614
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,390
Total interest from all sources2012-12-31$2,122
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$52,482
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$52,482
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,500,000
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$618,292
Participant contributions at end of year2012-12-31$45,638
Participant contributions at beginning of year2012-12-31$61,340
Participant contributions at end of year2012-12-31$7,946
Participant contributions at beginning of year2012-12-31$2,640
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,713
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$665,001
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,710,615
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,045,614
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,532,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,865,027
Interest on participant loans2012-12-31$2,104
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$124,915
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$116,607
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$116,607
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$18
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$492,783
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$478,499
Contract administrator fees2012-12-31$3,390
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)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HANSEN HUNTER AND CO. P.C
Accountancy firm EIN2012-12-31930891763
2011 : REGENCY PACIFIC 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
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$306,968
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$310,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$304,751
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$616,230
Value of total assets at end of year2011-12-31$4,045,614
Value of total assets at beginning of year2011-12-31$4,049,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,746
Total interest from all sources2011-12-31$1,788
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$64,982
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$64,982
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,500,000
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$616,230
Participant contributions at end of year2011-12-31$61,340
Participant contributions at beginning of year2011-12-31$23,348
Participant contributions at end of year2011-12-31$2,640
Participant contributions at beginning of year2011-12-31$2,542
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-3,529
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,045,614
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,049,143
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$3,865,027
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,907,129
Interest on participant loans2011-12-31$1,775
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$116,607
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$116,124
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$116,124
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$13
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-376,032
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$304,751
Contract administrator fees2011-12-31$5,746
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)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31HANSEN HUNTER AND CO. P.C
Accountancy firm EIN2011-12-31930891763
2010 : REGENCY PACIFIC 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,123,548
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$598,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$594,450
Value of total corrective distributions2010-12-31$2,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$577,001
Value of total assets at end of year2010-12-31$4,049,143
Value of total assets at beginning of year2010-12-31$3,523,666
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$750
Total interest from all sources2010-12-31$1,018
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$52,469
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$52,469
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$565,148
Participant contributions at end of year2010-12-31$23,348
Participant contributions at beginning of year2010-12-31$19,444
Participant contributions at end of year2010-12-31$2,542
Participant contributions at beginning of year2010-12-31$5,203
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$11,853
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$525,477
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,049,143
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,523,666
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,907,129
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,319,789
Interest on participant loans2010-12-31$1,002
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$116,124
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$179,230
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$179,230
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$16
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$493,060
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$594,450
Contract administrator fees2010-12-31$750
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MOSS ADAMS LLO
Accountancy firm EIN2010-12-31910189318

Form 5500 Responses for REGENCY PACIFIC 401(K) PLAN

2022: REGENCY PACIFIC 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: REGENCY PACIFIC 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2019: REGENCY PACIFIC 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: REGENCY PACIFIC 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01First time form 5500 has been submittedYes
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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2013: REGENCY PACIFIC 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingYes
2013-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: REGENCY PACIFIC 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle 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: REGENCY PACIFIC 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
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

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number131580
Policy instance 1
Insurance contract or identification number131580
Number of Individuals Covered310
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,978
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $1,978
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number131580
Policy instance 1
Insurance contract or identification number131580
Number of Individuals Covered297
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,831
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $1,831
Amount paid for insurance broker fees0
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number131580
Policy instance 1
Insurance contract or identification number131580
Number of Individuals Covered266
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,279
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $1,279
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number131580
Policy instance 1
Insurance contract or identification number131580
Number of Individuals Covered209
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $6,633
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $6,633
Insurance broker organization code?5

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