2023 Form 5500 filing — Carol House Furniture, Inc. 401(K) Profit Sharing 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 20241004141053NAL0011509329001) for Carol House Furniture, Inc. 401(K) Profit Sharing Plan, reported by Carol House Furniture, Inc. under EIN 43-0957922 and plan number 001. It reports 146 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004141053NAL0011509329001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carol House Furniture, Inc.
- EIN
- 43-0957922
- Plan number
- 001
- Location
- Maryland Heights, MO
- Participants
- 146
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,112,843
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,112,843
- Employer contributions
- $269,103
- Participant contributions
- $381,520
- Total income / additions
- $2,655,900
- Benefits paid
- $1,297,401
- Administrative expenses
- $57,186
- Total expenses
- $1,354,587
- Net increase / (decrease)
- $1,301,313
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Commerce Trust Company | ADVISOR | $39,442 | not reported in the loaded dataset |
| Newport Group, Inc. | RECORDKEEPER | $17,744 | $0 |