2023 Form 5500 filing — Wayside Furniture Inc. 401(K) 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 20240909103137NAL0002716323001) for Wayside Furniture Inc. 401(K) Plan, reported by Wayside Furniture Inc. under EIN 34-1490006 and plan number 001. It reports 182 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240909103137NAL0002716323001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wayside Furniture Inc.
- EIN
- 34-1490006
- Plan number
- 001
- Location
- Akron, OH
- Participants
- 182
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,857,160
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,857,160
- Employer contributions
- $336,995
- Participant contributions
- $531,918
- Total income / additions
- $2,582,248
- Benefits paid
- $1,297,796
- Administrative expenses
- $11,194
- Total expenses
- $1,323,513
- Net increase / (decrease)
- $1,258,735
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Beacon Financial Group | SERVICE PROVIDER | $0 | $30,159 |
| Trinity Pension Consultants | TPA | $0 | $5,980 |
| Cbiz Cpas P.C. | OTHER FEES | $5,494 | not reported in the loaded dataset |
| Morningstar | INVESTMENT ADVISORY | $0 | $1,969 |
| Voya Retirement Insurance & Annuity | INVESTMENT ADVISORY | $0 | not reported in the loaded dataset |