2023 Form 5500 filing — Wayside Furniture Inc. 401(K) 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 20240909103137NAL0002716323001) for Wayside Furniture Inc. 401(K) Plan, reported by Wayside Furniture Inc. under EIN 34-1490006 and plan number 001. It reports 182 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$12.9MReported net assets$12,857,160
Participants182
Provider compensation$43.6K5 Schedule C row(s)$43,602
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240909103137NAL0002716323001
Plan sponsor
Wayside Furniture Inc.
EIN
34-1490006
Plan number
001
Location
Akron, OH
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$12.9M total assets
Net assets$12.9MLiabilities$0
Money in vs. money out
Total income / additions$2.6M
Total expenses$1.3M
Benefits paid / distributions$1.3M
Contributions
Employer$337K
Participant$531.9K
Full reported line items
Total assets (EOY)
$12,857,160
Total liabilities (EOY)
$0
Net assets (EOY)
$12,857,160
Employer contributions
$336,995
Participant contributions
$531,918
Total income / additions
$2,582,248
Benefits paid
$1,297,796
Administrative expenses
$11,194
Total expenses
$1,323,513
Net increase / (decrease)
$1,258,735

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Beacon Financial GroupSERVICE PROVIDER$0$30,159
Trinity Pension ConsultantsTPA$0$5,980
Cbiz Cpas P.C.OTHER FEES$5,494not reported in the loaded dataset
MorningstarINVESTMENT ADVISORY$0$1,969
Voya Retirement Insurance & AnnuityINVESTMENT ADVISORY$0not reported in the loaded dataset

Related Form 5500 pages