Rowe Fine Furniture, Inc. 401(K) Plan — Form 5500 plan (Rowe Fine Furniture, Inc.)
Plain-English plan 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, Rowe Fine Furniture, Inc. 401(K) Plan is a benefit plan reported by Rowe Fine Furniture, Inc. under EIN 20-8233741 and plan number 001. The latest loaded filing year is 2023. The filing reports 689 participants and $11,875,953 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rowe Fine Furniture, Inc.
- EIN
- 20-8233741
- Plan number
- 001
- Plan type
- 2
- Location
- Elliston, VA
- Latest filing year
- 2023
- Participants
- 689
- End-of-year plan assets
- $11,875,953
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 689 | H, C | 20241003082641NAL0005583779001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,875,953
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,875,953
- Net assets (BOY)
- $10,069,264
Income & contributions
- Employer contributions
- $515,728
- Participant contributions
- $974,680
- Total contributions
- $1,490,555
- Total income / additions
- $2,928,983
Expenses & distributions
- Benefits paid
- $1,076,265
- Administrative expenses
- $46,029
- Total expenses
- $1,122,294
- Net increase / (decrease)
- $1,806,689
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Davenport And Company LLC | ADVISOR | $20,158 | not reported in the loaded dataset | 2023 |
| Brown, Edwards And Company Llp | ACCOUNTANT/AUDITOR | $16,196 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $9,675 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rowe Fine Furniture, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Elliston, VA
- Davenport And Company LLC — Schedule C compensation
- Brown, Edwards And Company Llp — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation