2023 Form 5500 filing — Haverty Furniture Companies, Inc. Thrift 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 20241010104336NAL0011384275002) for Haverty Furniture Companies, Inc. Thrift Plan, reported by Haverty Furniture Companies, Inc. under EIN 58-0281900 and plan number 003. It reports 3,442 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$182MReported net assets$182,043,113
Participants3.4K3,442
Provider compensation$223.3K3 Schedule C row(s)$223,259
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010104336NAL0011384275002
- Plan sponsor
- Haverty Furniture Companies, Inc.
- EIN
- 58-0281900
- Plan number
- 003
- Location
- Atlanta, GA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$182M total assets
Net assets$182MLiabilities—
Full reported line items
- Total assets (EOY)
- $182,043,113
- Net assets (EOY)
- $182,043,113
- Employer contributions
- $5,955,301
- Participant contributions
- $11,681,961
- Total income / additions
- $45,495,982
- Benefits paid
- $19,782,888
- Administrative expenses
- $222,880
- Total expenses
- $20,005,768
- Net increase / (decrease)
- $25,490,214
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $214,363 | not reported in the loaded dataset |
| Weaver Capital Management LLC | NONE | $8,517 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $379 | $0 |