Capris Furniture Industries, Inc. Employee Stock Ownership & Savings Plan — Form 5500 plan (Capris Furniture Industries, 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, Capris Furniture Industries, Inc. Employee Stock Ownership & Savings Plan is a benefit plan reported by Capris Furniture Industries, Inc. under EIN 59-2694517 and plan number 001. The latest loaded filing year is 2023. The filing reports 226 participants and $9,756,635 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Capris Furniture Industries, Inc.
EIN
59-2694517
Plan number
001
Plan type
2
Location
Ocala, FL
Latest filing year
2023
Participants
226
End-of-year plan assets
$9,756,635

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023226H, C20250501044626NAL0004429904001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,756,635
Total liabilities (EOY)
$0
Net assets (EOY)
$9,756,635
Net assets (BOY)
$9,243,601

Income & contributions

Employer contributions
$435,903
Participant contributions
$356,780
Total contributions
$792,683
Total income / additions
$1,633,697

Expenses & distributions

Benefits paid
$1,062,512
Administrative expenses
$58,151
Total expenses
$1,120,663
Net increase / (decrease)
$513,034

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Insurance CompanyNONE$6,100not reported in the loaded dataset2023
Wilshire Associates IncNONE$1,016not reported in the loaded dataset2023

Related Form 5500 pages