2023 Form 5500 filing — La-Z-Boy Incorporated 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 20241014192206NAL0047264304001) for La-Z-Boy Incorporated Retirement Savings Plan, reported by La-Z-Boy Incorporated under EIN 38-0751137 and plan number 015. It reports 9,901 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014192206NAL0047264304001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- La-Z-Boy Incorporated
- EIN
- 38-0751137
- Plan number
- 015
- Location
- Monroe, MI
- Participants
- 9,901
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $312,637,091
- Total liabilities (EOY)
- $321,081
- Net assets (EOY)
- $312,316,010
- Employer contributions
- $17,417,032
- Participant contributions
- $11,554,698
- Total income / additions
- $75,820,039
- Benefits paid
- $37,402,090
- Administrative expenses
- $542,130
- Total expenses
- $37,944,220
- Net increase / (decrease)
- $37,875,819
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $441,531 | $0 |
| Rocaton Investment Advisor, LLC | CONSULTANT | $98,246 | not reported in the loaded dataset |