2023 Form 5500 filing — Rowe Fine 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 20241003082641NAL0005583779001) for Rowe Fine Furniture, Inc. 401(K) Plan, reported by Rowe Fine Furniture, Inc. under EIN 20-8233741 and plan number 001. It reports 689 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003082641NAL0005583779001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rowe Fine Furniture, Inc.
- EIN
- 20-8233741
- Plan number
- 001
- Location
- Elliston, VA
- Participants
- 689
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,875,953
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,875,953
- Employer contributions
- $515,728
- Participant contributions
- $974,680
- Total income / additions
- $2,928,983
- Benefits paid
- $1,076,265
- Administrative expenses
- $46,029
- Total expenses
- $1,122,294
- Net increase / (decrease)
- $1,806,689
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Davenport And Company LLC | ADVISOR | $20,158 | not reported in the loaded dataset |
| Brown, Edwards And Company Llp | ACCOUNTANT/AUDITOR | $16,196 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $9,675 | $0 |