2023 Form 5500 filing — Vanguard Furniture Co., Inc. Employees' Retirement Savings Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240719102218NAL0010960096001) for Vanguard Furniture Co., Inc. Employees' Retirement Savings Plan, reported by Vanguard Furniture Co., Inc. under EIN 56-0928040 and plan number 001. It reports 822 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240719102218NAL0010960096001
Filing year
2023
Form type
2
Plan sponsor
Vanguard Furniture Co., Inc.
EIN
56-0928040
Plan number
001
Location
Conover, NC
Participants
822
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$18,309,752
Total liabilities (EOY)
$0
Net assets (EOY)
$18,309,752
Employer contributions
$561,812
Participant contributions
$2,074,270
Total income / additions
$5,601,554
Benefits paid
$2,205,588
Administrative expenses
$113,746
Total expenses
$2,325,030
Net increase / (decrease)
$3,276,524
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$113,746$0
Wells Fargo Advisors Financial NetwINVESTMENT ADVISORY$0$38,073
Wilshire Advisors LLCINVESTMENT ADVISORY$0$0

Related Form 5500 pages