Original filing (PDF)20230501063457NAL0033730370001

Regent Wealth Management, Inc.

Name: Regent Wealth Management, Inc. — Regent Wealth, Form 5500 (2022)
Creator: Regent Wealth Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Regent Wealth 401(k)

401(k) retirement plan · Regent Wealth Management, Inc.'s Regent Wealth 401(k) filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

—

Plan identifiers

Regent Wealth Management, Inc.'s EIN is 26-4539508.

EIN 26-4539508

Plan number 001

Plan year 2022

ACK ID 20230501063457NAL0033730370001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Regent Wealth Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Regent Wealth Management, Inc.'s plan includes a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for REGENT WEALTH MANAGEMENT, INC..

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score