Carol House Furniture, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Carol House 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, Carol House Furniture, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Carol House Furniture, Inc. under EIN 43-0957922 and plan number 001. The latest loaded filing year is 2023. The filing reports 146 participants and $14,112,843 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Carol House Furniture, Inc.
EIN
43-0957922
Plan number
001
Plan type
2
Location
Maryland Heights, MO
Latest filing year
2023
Participants
146
End-of-year plan assets
$14,112,843

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023146H, C20241004141053NAL0011509329001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,112,843
Total liabilities (EOY)
$0
Net assets (EOY)
$14,112,843
Net assets (BOY)
$12,811,530

Income & contributions

Employer contributions
$269,103
Participant contributions
$381,520
Total contributions
$650,623
Total income / additions
$2,655,900

Expenses & distributions

Benefits paid
$1,297,401
Administrative expenses
$57,186
Total expenses
$1,354,587
Net increase / (decrease)
$1,301,313

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Commerce Trust CompanyADVISOR$39,442not reported in the loaded dataset2023
Newport Group, Inc.RECORDKEEPER$17,744$02023

Related Form 5500 pages