Woodley'S Fine Furniture, Inc. Retirement Plan — Form 5500 plan (Woodleys 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, Woodley'S Fine Furniture, Inc. Retirement Plan is a benefit plan reported by Woodleys Fine Furniture, Inc. under EIN 84-1117381 and plan number 001. The latest loaded filing year is 2023. The filing reports 212 participants and $9,077,267 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Woodleys Fine Furniture, Inc.
EIN
84-1117381
Plan number
001
Plan type
2
Location
Longmont, CO
Latest filing year
2023
Participants
212
End-of-year plan assets
$9,077,267

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023212H, C20240725162943NAL0030962642001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,077,267
Total liabilities (EOY)
$0
Net assets (EOY)
$9,077,267
Net assets (BOY)
$7,232,049

Income & contributions

Employer contributions
$238,401
Participant contributions
$725,393
Total contributions
$963,794
Total income / additions
$2,276,815

Expenses & distributions

Benefits paid
$397,447
Administrative expenses
$34,150
Total expenses
$431,597
Net increase / (decrease)
$1,845,218

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Equitable Life Insurance Co.RECORD KEEPER$34,150$13,3832023

Related Form 5500 pages