American Furniture Warehouse 401(K) Plan — Form 5500 plan (American Furniture Warehouse)
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, American Furniture Warehouse 401(K) Plan is a benefit plan reported by American Furniture Warehouse under EIN 84-0581547 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,355 participants and $85,371,652 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Furniture Warehouse
- EIN
- 84-0581547
- Plan number
- 001
- Plan type
- 2
- Location
- Englewood, CO
- Latest filing year
- 2023
- Participants
- 4,355
- End-of-year plan assets
- $85,371,652
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,355 | H, C | 20241001093349NAL0003869267001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $85,371,652
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $85,371,652
- Net assets (BOY)
- $69,762,846
Income & contributions
- Employer contributions
- $2,017,296
- Participant contributions
- $9,709,708
- Total contributions
- $12,129,458
- Total income / additions
- $24,630,895
Expenses & distributions
- Benefits paid
- $8,697,983
- Administrative expenses
- $176,370
- Total expenses
- $9,022,089
- Net increase / (decrease)
- $15,608,806
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Workplace Services LLC | PLAN ADMINISTRATOR | $117,494 | $0 | 2023 |
| Lpl Financial LLC | CONSULTANT | $37,500 | not reported in the loaded dataset | 2023 |
| Wipfli | ACCOUNTANT/AUDITOR | $13,500 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $7,876 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for American Furniture Warehouse
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Englewood, CO
- Fidelity Workplace Services LLC — Schedule C compensation
- Lpl Financial LLC — Schedule C compensation
- Wipfli — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation