La-Z-Boy Incorporated Retirement Savings Plan — Form 5500 plan (La-Z-Boy Incorporated)

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, La-Z-Boy Incorporated Retirement Savings Plan is a benefit plan reported by La-Z-Boy Incorporated under EIN 38-0751137 and plan number 015. The latest loaded filing year is 2023. The filing reports 9,901 participants and $312,637,091 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
La-Z-Boy Incorporated
EIN
38-0751137
Plan number
015
Plan type
2
Location
Monroe, MI
Latest filing year
2023
Participants
9,901
End-of-year plan assets
$312,637,091

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20239,901H, C20241014192206NAL0047264304001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$312,637,091
Total liabilities (EOY)
$321,081
Net assets (EOY)
$312,316,010
Net assets (BOY)
$274,440,191

Income & contributions

Employer contributions
$17,417,032
Participant contributions
$11,554,698
Total contributions
$29,856,195
Total income / additions
$75,820,039

Expenses & distributions

Benefits paid
$37,402,090
Administrative expenses
$542,130
Total expenses
$37,944,220
Net increase / (decrease)
$37,875,819

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$441,531$02023
Rocaton Investment Advisor, LLCCONSULTANT$98,246not reported in the loaded dataset2023

Related Form 5500 pages