Haverty Furniture Companies, Inc. Thrift Plan — Form 5500 plan (Haverty Furniture Companies, 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, Haverty Furniture Companies, Inc. Thrift Plan is a benefit plan reported by Haverty Furniture Companies, Inc. under EIN 58-0281900 and plan number 003. The latest loaded filing year is 2023. The filing reports 3,442 participants and $182,043,113 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Haverty Furniture Companies, Inc.
- EIN
- 58-0281900
- Plan number
- 003
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 3,442
- End-of-year plan assets
- $182,043,113
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,442 | H, C | 20241010104336NAL0011384275002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $182,043,113
- Net assets (EOY)
- $182,043,113
- Net assets (BOY)
- $156,552,899
Income & contributions
- Employer contributions
- $5,955,301
- Participant contributions
- $11,681,961
- Total contributions
- $17,890,526
- Total income / additions
- $45,495,982
Expenses & distributions
- Benefits paid
- $19,782,888
- Administrative expenses
- $222,880
- Total expenses
- $20,005,768
- Net increase / (decrease)
- $25,490,214
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $214,363 | not reported in the loaded dataset | 2023 |
| Weaver Capital Management LLC | NONE | $8,517 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $379 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Haverty Furniture Companies, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Weaver Capital Management LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation