The Regan Group Inc.
Plan context: The Regan Group Inc. Safe Harbor 401(K) Profit Sharing Plan
EIN 41-2043307 • Omaha, NE • 24 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$2,719,973
2025 Contributions
$81,472
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 0 | $0 | $81,472 | - |
| The Regan Group Inc. Safe Harbor 401(K) Profit Sharing Plan | - | 0 | $0 | $81,472 | - |
| 2024 | 1 | 5 | $2,719,973 | $80,704 | $16,141iApproximate average salary by contribution assumption: employee only about $403,520 at 4% or $269,013 at 6%; with 50% employer match about $269,013 at 4% or $179,342 at 6%; with 100% employer match about $201,760 at 4% or $134,507 at 6%. |
| The Regan Group Inc. Safe Harbor 401(K) Profit Sharing Plan | - | 5 | $2,719,973 | $80,704 | $16,141iApproximate average salary by contribution assumption: employee only about $403,520 at 4% or $269,013 at 6%; with 50% employer match about $269,013 at 4% or $179,342 at 6%; with 100% employer match about $201,760 at 4% or $134,507 at 6%. |
| 2023 | 1 | 5 | $2,391,805 | $78,890 | $15,778iApproximate average salary by contribution assumption: employee only about $394,450 at 4% or $262,967 at 6%; with 50% employer match about $262,967 at 4% or $175,311 at 6%; with 100% employer match about $197,225 at 4% or $131,483 at 6%. |
| The Regan Group Inc. Safe Harbor 401(K) Profit Sharing Plan | - | 5 | $2,391,805 | $78,890 | $15,778iApproximate average salary by contribution assumption: employee only about $394,450 at 4% or $262,967 at 6%; with 50% employer match about $262,967 at 4% or $175,311 at 6%; with 100% employer match about $197,225 at 4% or $131,483 at 6%. |
| 2022 | 1 | 5 | $1,889,401 | $68,832 | $13,766iApproximate average salary by contribution assumption: employee only about $344,160 at 4% or $229,440 at 6%; with 50% employer match about $229,440 at 4% or $152,960 at 6%; with 100% employer match about $172,080 at 4% or $114,720 at 6%. |
| The Regan Group Inc. Safe Harbor 401(K) Profit Sharing Plan | - | 5 | $1,889,401 | $68,832 | $13,766iApproximate average salary by contribution assumption: employee only about $344,160 at 4% or $229,440 at 6%; with 50% employer match about $229,440 at 4% or $152,960 at 6%; with 100% employer match about $172,080 at 4% or $114,720 at 6%. |
| 2021 | 1 | 6 | $2,377,286 | $111,468 | $18,578iApproximate average salary by contribution assumption: employee only about $464,450 at 4% or $309,633 at 6%; with 50% employer match about $309,633 at 4% or $206,422 at 6%; with 100% employer match about $232,225 at 4% or $154,817 at 6%. |
| The Regan Group Inc. Safe Harbor 401(K) Profit Sharing Plan | - | 6 | $2,377,286 | $111,468 | $18,578iApproximate average salary by contribution assumption: employee only about $464,450 at 4% or $309,633 at 6%; with 50% employer match about $309,633 at 4% or $206,422 at 6%; with 100% employer match about $232,225 at 4% or $154,817 at 6%. |
| 2020 | 1 | 5 | $1,941,177 | $59,151 | $11,830iApproximate average salary by contribution assumption: employee only about $295,755 at 4% or $197,170 at 6%; with 50% employer match about $197,170 at 4% or $131,447 at 6%; with 100% employer match about $147,878 at 4% or $98,585 at 6%. |
| The Regan Group Inc. Safe Harbor 401(K) Profit Sharing Plan | - | 5 | $1,941,177 | $59,151 | $11,830iApproximate average salary by contribution assumption: employee only about $295,755 at 4% or $197,170 at 6%; with 50% employer match about $197,170 at 4% or $131,447 at 6%; with 100% employer match about $147,878 at 4% or $98,585 at 6%. |
| 2019 | 1 | 4 | $1,473,169 | $46,587 | $11,647iApproximate average salary by contribution assumption: employee only about $291,169 at 4% or $194,113 at 6%; with 50% employer match about $194,113 at 4% or $129,408 at 6%; with 100% employer match about $145,584 at 4% or $97,056 at 6%. |
| The Regan Group Inc. Safe Harbor 401(K) Profit Sharing Plan | - | 4 | $1,473,169 | $46,587 | $11,647iApproximate average salary by contribution assumption: employee only about $291,169 at 4% or $194,113 at 6%; with 50% employer match about $194,113 at 4% or $129,408 at 6%; with 100% employer match about $145,584 at 4% or $97,056 at 6%. |
| 2018 | 1 | 5 | $1,122,526 | $40,154 | $8,031iApproximate average salary by contribution assumption: employee only about $200,770 at 4% or $133,847 at 6%; with 50% employer match about $133,847 at 4% or $89,231 at 6%; with 100% employer match about $100,385 at 4% or $66,923 at 6%. |
| The Regan Group Inc. Safe Harbor 401(K) Profit Sharing Plan | - | 5 | $1,122,526 | $40,154 | $8,031iApproximate average salary by contribution assumption: employee only about $200,770 at 4% or $133,847 at 6%; with 50% employer match about $133,847 at 4% or $89,231 at 6%; with 100% employer match about $100,385 at 4% or $66,923 at 6%. |
| 2017 | 1 | 5 | $1,164,817 | $42,661 | $8,532iApproximate average salary by contribution assumption: employee only about $213,305 at 4% or $142,203 at 6%; with 50% employer match about $142,203 at 4% or $94,802 at 6%; with 100% employer match about $106,653 at 4% or $71,102 at 6%. |
| The Regan Group Inc. Safe Harbor 401(K) Profit Sharing Plan | - | 5 | $1,164,817 | $42,661 | $8,532iApproximate average salary by contribution assumption: employee only about $213,305 at 4% or $142,203 at 6%; with 50% employer match about $142,203 at 4% or $94,802 at 6%; with 100% employer match about $106,653 at 4% or $71,102 at 6%. |
| 2016 | 1 | 5 | $900,682 | $48,290 | $9,658iApproximate average salary by contribution assumption: employee only about $241,450 at 4% or $160,967 at 6%; with 50% employer match about $160,967 at 4% or $107,311 at 6%; with 100% employer match about $120,725 at 4% or $80,483 at 6%. |
| The Regan Group Inc. Safe Harbor 401(K) Profit Sharing Plan | - | 5 | $900,682 | $48,290 | $9,658iApproximate average salary by contribution assumption: employee only about $241,450 at 4% or $160,967 at 6%; with 50% employer match about $160,967 at 4% or $107,311 at 6%; with 100% employer match about $120,725 at 4% or $80,483 at 6%. |
| 2015 | 1 | 5 | $832,499 | $50,403 | $10,081iApproximate average salary by contribution assumption: employee only about $252,015 at 4% or $168,010 at 6%; with 50% employer match about $168,010 at 4% or $112,007 at 6%; with 100% employer match about $126,008 at 4% or $84,005 at 6%. |
| The Regan Group Inc. Safe Harbor 401(K) Profit Sharing Plan | - | 5 | $832,499 | $50,403 | $10,081iApproximate average salary by contribution assumption: employee only about $252,015 at 4% or $168,010 at 6%; with 50% employer match about $168,010 at 4% or $112,007 at 6%; with 100% employer match about $126,008 at 4% or $84,005 at 6%. |
| 2014 | 1 | 5 | $766,756 | $28,316 | $5,663iApproximate average salary by contribution assumption: employee only about $141,580 at 4% or $94,387 at 6%; with 50% employer match about $94,387 at 4% or $62,924 at 6%; with 100% employer match about $70,790 at 4% or $47,193 at 6%. |
| The Regan Group Inc. Safe Harbor 401(K) Profit Sharing Plan | - | 5 | $766,756 | $28,316 | $5,663iApproximate average salary by contribution assumption: employee only about $141,580 at 4% or $94,387 at 6%; with 50% employer match about $94,387 at 4% or $62,924 at 6%; with 100% employer match about $70,790 at 4% or $47,193 at 6%. |
| 2013 | 1 | 5 | $692,891 | $49,385 | $9,877iApproximate average salary by contribution assumption: employee only about $246,925 at 4% or $164,617 at 6%; with 50% employer match about $164,617 at 4% or $109,744 at 6%; with 100% employer match about $123,463 at 4% or $82,308 at 6%. |
| The Regan Group Inc. Safe Harbor 401(K) Profit Sharing Plan | - | 5 | $692,891 | $49,385 | $9,877iApproximate average salary by contribution assumption: employee only about $246,925 at 4% or $164,617 at 6%; with 50% employer match about $164,617 at 4% or $109,744 at 6%; with 100% employer match about $123,463 at 4% or $82,308 at 6%. |
| 2012 | 1 | 6 | $921,241 | $44,164 | $7,361iApproximate average salary by contribution assumption: employee only about $184,017 at 4% or $122,678 at 6%; with 50% employer match about $122,678 at 4% or $81,785 at 6%; with 100% employer match about $92,008 at 4% or $61,339 at 6%. |
| The Regan Group Inc. Safe Harbor 401(K) Profit Sharing Plan | - | 6 | $921,241 | $44,164 | $7,361iApproximate average salary by contribution assumption: employee only about $184,017 at 4% or $122,678 at 6%; with 50% employer match about $122,678 at 4% or $81,785 at 6%; with 100% employer match about $92,008 at 4% or $61,339 at 6%. |
| 2011 | 1 | 6 | $756,141 | $110,965 | $18,494iApproximate average salary by contribution assumption: employee only about $462,354 at 4% or $308,236 at 6%; with 50% employer match about $308,236 at 4% or $205,491 at 6%; with 100% employer match about $231,177 at 4% or $154,118 at 6%. |
| The Regan Group Inc. Safe Harbor 401(K) Profit Sharing Plan | - | 6 | $756,141 | $110,965 | $18,494iApproximate average salary by contribution assumption: employee only about $462,354 at 4% or $308,236 at 6%; with 50% employer match about $308,236 at 4% or $205,491 at 6%; with 100% employer match about $231,177 at 4% or $154,118 at 6%. |
| 2010 | 1 | 5 | $697,232 | $32,332 | $6,466iApproximate average salary by contribution assumption: employee only about $161,660 at 4% or $107,773 at 6%; with 50% employer match about $107,773 at 4% or $71,849 at 6%; with 100% employer match about $80,830 at 4% or $53,887 at 6%. |
| The Regan Group Inc. Safe Harbor 401(K) Profit Sharing Plan | - | 5 | $697,232 | $32,332 | $6,466iApproximate average salary by contribution assumption: employee only about $161,660 at 4% or $107,773 at 6%; with 50% employer match about $107,773 at 4% or $71,849 at 6%; with 100% employer match about $80,830 at 4% or $53,887 at 6%. |
| 2009 | 1 | 5 | $601,119 | $27,877 | $5,575iApproximate average salary by contribution assumption: employee only about $139,385 at 4% or $92,923 at 6%; with 50% employer match about $92,923 at 4% or $61,949 at 6%; with 100% employer match about $69,693 at 4% or $46,462 at 6%. |
| The Regan Group Inc. Safe Harbor 401(K) Profit Sharing Plan | - | 5 | $601,119 | $27,877 | $5,575iApproximate average salary by contribution assumption: employee only about $139,385 at 4% or $92,923 at 6%; with 50% employer match about $92,923 at 4% or $61,949 at 6%; with 100% employer match about $69,693 at 4% or $46,462 at 6%. |
| 2008 | 1 | 4 | $426,368 | $56,015 | $14,004iApproximate average salary by contribution assumption: employee only about $350,094 at 4% or $233,396 at 6%; with 50% employer match about $233,396 at 4% or $155,597 at 6%; with 100% employer match about $175,047 at 4% or $116,698 at 6%. |
| The Regan Group Inc. Safe Harbor 401(K) Profit Sharing Plan | - | 4 | $426,368 | $56,015 | $14,004iApproximate average salary by contribution assumption: employee only about $350,094 at 4% or $233,396 at 6%; with 50% employer match about $233,396 at 4% or $155,597 at 6%; with 100% employer match about $175,047 at 4% or $116,698 at 6%. |
| 2007 | 1 | 5 | $621,504 | $51,527 | $10,305iApproximate average salary by contribution assumption: employee only about $257,635 at 4% or $171,757 at 6%; with 50% employer match about $171,757 at 4% or $114,504 at 6%; with 100% employer match about $128,818 at 4% or $85,878 at 6%. |
| The Regan Group Inc. Safe Harbor 401(K) Profit Sharing Plan | - | 5 | $621,504 | $51,527 | $10,305iApproximate average salary by contribution assumption: employee only about $257,635 at 4% or $171,757 at 6%; with 50% employer match about $171,757 at 4% or $114,504 at 6%; with 100% employer match about $128,818 at 4% or $85,878 at 6%. |
| 2006 | 1 | 5 | $518,064 | $41,687 | $8,337iApproximate average salary by contribution assumption: employee only about $208,435 at 4% or $138,957 at 6%; with 50% employer match about $138,957 at 4% or $92,638 at 6%; with 100% employer match about $104,218 at 4% or $69,478 at 6%. |
| The Regan Group Inc. Safe Harbor 401(K) Profit Sharing Plan | - | 5 | $518,064 | $41,687 | $8,337iApproximate average salary by contribution assumption: employee only about $208,435 at 4% or $138,957 at 6%; with 50% employer match about $138,957 at 4% or $92,638 at 6%; with 100% employer match about $104,218 at 4% or $69,478 at 6%. |
| 2005 | 1 | 5 | $415,505 | $43,206 | $8,641iApproximate average salary by contribution assumption: employee only about $216,030 at 4% or $144,020 at 6%; with 50% employer match about $144,020 at 4% or $96,013 at 6%; with 100% employer match about $108,015 at 4% or $72,010 at 6%. |
| The Regan Group Inc. Safe Harbor 401(K) Profit Sharing Plan | - | 5 | $415,505 | $43,206 | $8,641iApproximate average salary by contribution assumption: employee only about $216,030 at 4% or $144,020 at 6%; with 50% employer match about $144,020 at 4% or $96,013 at 6%; with 100% employer match about $108,015 at 4% or $72,010 at 6%. |
| 2004 | 1 | 4 | $334,126 | $31,376 | $7,844iApproximate average salary by contribution assumption: employee only about $196,100 at 4% or $130,733 at 6%; with 50% employer match about $130,733 at 4% or $87,156 at 6%; with 100% employer match about $98,050 at 4% or $65,367 at 6%. |
| The Regan Group Inc. Safe Harbor 401(K) Profit Sharing Plan | - | 4 | $334,126 | $31,376 | $7,844iApproximate average salary by contribution assumption: employee only about $196,100 at 4% or $130,733 at 6%; with 50% employer match about $130,733 at 4% or $87,156 at 6%; with 100% employer match about $98,050 at 4% or $65,367 at 6%. |
| 2003 | 1 | 4 | $0 | $0 | - |
| The Regan Group Inc. Safe Harbor 401(K) Profit Sharing Plan | - | 4 | - | - | - |
| 2002 | 1 | 4 | $183,221 | $184,434 | $46,109iApproximate average salary by contribution assumption: employee only about $1,152,713 at 4% or $768,475 at 6%; with 50% employer match about $768,475 at 4% or $512,317 at 6%; with 100% employer match about $576,356 at 4% or $384,238 at 6%. |
| The Regan Group Inc. Safe Harbor 401(K) Profit Sharing Plan | - | 4 | $183,221 | $184,434 | $46,109iApproximate average salary by contribution assumption: employee only about $1,152,713 at 4% or $768,475 at 6%; with 50% employer match about $768,475 at 4% or $512,317 at 6%; with 100% employer match about $576,356 at 4% or $384,238 at 6%. |