2023 Form 5500 filing — Bernie & Phyl'S Furniture Retirement 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 20240826125053NAL0009528177001) for Bernie & Phyl'S Furniture Retirement Plan, reported by Convertible Castle, Inc. Dba Bernie & Phyl'S Furni under EIN 04-2789202 and plan number 001. It reports 450 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240826125053NAL0009528177001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Convertible Castle, Inc. Dba Bernie & Phyl'S Furni
- EIN
- 04-2789202
- Plan number
- 001
- Location
- Norton, MA
- Participants
- 450
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,695,093
- Total liabilities (EOY)
- $25,615
- Net assets (EOY)
- $15,669,478
- Employer contributions
- $106,759
- Participant contributions
- $1,030,533
- Total income / additions
- $3,879,196
- Benefits paid
- $2,004,260
- Administrative expenses
- $43,438
- Total expenses
- $2,049,267
- Net increase / (decrease)
- $1,829,929
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Private Advisor Group LLC | ADVISOR | $35,605 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $7,833 | $0 |