Plan5500

Wesley Hall Furniture, Inc. 401(K) Retirement Plan — Form 5500 plan (Wesley Hall 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, Wesley Hall Furniture, Inc. 401(K) Retirement Plan is a benefit plan reported by Wesley Hall Furniture, Inc. under EIN 56-1642631 and plan number 001. The latest loaded filing year is 2023. The filing reports 275 participants and $9,271,950 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wesley Hall Furniture, Inc.
EIN
56-1642631
Plan number
001
Plan type
2
Location
Hickory, NC
Latest filing year
2023
Participants
275
End-of-year plan assets
$9,271,950

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023275H, C20240814092605NAL0025142162001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,271,950
Total liabilities (EOY)
$0
Net assets (EOY)
$9,271,950
Net assets (BOY)
$8,394,910

Income & contributions

Employer contributions
$179,449
Participant contributions
$507,198
Total contributions
$767,845
Total income / additions
$1,935,906

Expenses & distributions

Benefits paid
$1,020,603
Administrative expenses
$38,263
Total expenses
$1,058,866
Net increase / (decrease)
$877,040

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
PronvestINVESTMENT MGMT$14,355not reported in the loaded dataset2023
Stanley Benefit ServicesADMIN SERVICE PROVIDER$10,898not reported in the loaded dataset2023
Fund Direct AdvisorsINVESTMENT ADVISOR$8,871not reported in the loaded dataset2023

Related Form 5500 pages