Ashley Furniture Industries, LLC Profit Sharing 401(K) Plan — Form 5500 plan (Ashley Furniture Industries, LLC)
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, Ashley Furniture Industries, LLC Profit Sharing 401(K) Plan is a benefit plan reported by Ashley Furniture Industries, LLC under EIN 39-1141201 and plan number 001. The latest loaded filing year is 2023. The filing reports 21,180 participants and $489,717,299 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ashley Furniture Industries, LLC
- EIN
- 39-1141201
- Plan number
- 001
- Plan type
- 2
- Location
- Arcadia, WI
- Latest filing year
- 2023
- Participants
- 21,180
- End-of-year plan assets
- $489,717,299
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 21,180 | H, C | 20240829112854NAL0006404035001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $489,717,299
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $489,717,299
- Net assets (BOY)
- $426,780,678
Income & contributions
- Employer contributions
- $11,000,329
- Participant contributions
- $47,881,162
- Total contributions
- $61,471,800
- Total income / additions
- $128,674,109
Expenses & distributions
- Benefits paid
- $64,427,667
- Administrative expenses
- $1,216,253
- Total expenses
- $65,737,703
- Net increase / (decrease)
- $62,936,406
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $978,209 | $0 | 2023 |
| Francis Investment | INV ADV, PARTICIPANTS | $214,083 | not reported in the loaded dataset | 2023 |
| Quality Resource Group | OTHER SERVICES | $12,652 | not reported in the loaded dataset | 2023 |
| American Solutions For | RECORDKEEPER/BOOKKEEPER | $11,308 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ashley Furniture Industries, LLC
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Arcadia, WI
- Principal Life Insurance Company — Schedule C compensation
- Francis Investment — Schedule C compensation
- Quality Resource Group — Schedule C compensation
- American Solutions For — Schedule C compensation