2023 Form 5500 filing — Wesley Hall Furniture, Inc. 401(K) Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240814092605NAL0025142162001) for Wesley Hall Furniture, Inc. 401(K) Retirement Plan, reported by Wesley Hall Furniture, Inc. under EIN 56-1642631 and plan number 001. It reports 275 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240814092605NAL0025142162001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wesley Hall Furniture, Inc.
- EIN
- 56-1642631
- Plan number
- 001
- Location
- Hickory, NC
- Participants
- 275
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,271,950
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,271,950
- Employer contributions
- $179,449
- Participant contributions
- $507,198
- Total income / additions
- $1,935,906
- Benefits paid
- $1,020,603
- Administrative expenses
- $38,263
- Total expenses
- $1,058,866
- Net increase / (decrease)
- $877,040
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pronvest | INVESTMENT MGMT | $14,355 | not reported in the loaded dataset |
| Stanley Benefit Services | ADMIN SERVICE PROVIDER | $10,898 | not reported in the loaded dataset |
| Fund Direct Advisors | INVESTMENT ADVISOR | $8,871 | not reported in the loaded dataset |