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Plan Name | LA-Z-BOY INCORPORATED RETIREMENT CONTRIBUTION AND PROFIT-SHARING PLAN |
Plan identification number | 010 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | LA-Z-BOY INCORPORATED |
Employer identification number (EIN): | 380751137 |
NAIC Classification: | 337000 |
Additional information about LA-Z-BOY INCORPORATED
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1988-09-01 |
Company Identification Number: | 0010145206 |
Legal Registered Office Address: |
1 LAZBOY DR MONROE United States of America (USA) 48162 |
More information about LA-Z-BOY INCORPORATED
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
010 | 2015-05-01 | GREG A. BRINKS | JAMES P. KLARR | 2017-02-14 | |
010 | 2014-05-01 | GREG A. BRINKS | JAMES P. KLARR | 2016-02-12 | |
010 | 2013-05-01 | GREG A. BRINKS | JAMES P. KLARR | 2015-01-15 | |
010 | 2012-05-01 | GREG A. BRINKS | JAMES P. KLARR | 2014-02-13 | |
010 | 2011-05-01 | GREG A. BRINKS | JAMES P. KLARR | 2013-02-12 | |
010 | 2009-05-01 | GREG A. BRINKS |
Measure | Date | Value |
---|---|---|
2015: LA-Z-BOY INCORPORATED RETIREMENT CONTRIBUTION AND PROFIT-SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-05-01 | 692 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-05-01 | 0 |
Number of retired or separated participants receiving benefits | 2015-05-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-05-01 | 0 |
Total of all active and inactive participants | 2015-05-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-05-01 | 0 |
Total participants | 2015-05-01 | 0 |
Number of participants with account balances | 2015-05-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-05-01 | 0 |
2014: LA-Z-BOY INCORPORATED RETIREMENT CONTRIBUTION AND PROFIT-SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-05-01 | 703 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-05-01 | 543 |
Number of retired or separated participants receiving benefits | 2014-05-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2014-05-01 | 148 |
Total of all active and inactive participants | 2014-05-01 | 692 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-05-01 | 0 |
Total participants | 2014-05-01 | 692 |
Number of participants with account balances | 2014-05-01 | 690 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-05-01 | 0 |
2013: LA-Z-BOY INCORPORATED RETIREMENT CONTRIBUTION AND PROFIT-SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-05-01 | 820 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-05-01 | 542 |
Number of retired or separated participants receiving benefits | 2013-05-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2013-05-01 | 158 |
Total of all active and inactive participants | 2013-05-01 | 703 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-05-01 | 0 |
Total participants | 2013-05-01 | 703 |
Number of participants with account balances | 2013-05-01 | 703 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-05-01 | 0 |
2012: LA-Z-BOY INCORPORATED RETIREMENT CONTRIBUTION AND PROFIT-SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-05-01 | 894 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-05-01 | 652 |
Number of retired or separated participants receiving benefits | 2012-05-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2012-05-01 | 164 |
Total of all active and inactive participants | 2012-05-01 | 820 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-05-01 | 0 |
Total participants | 2012-05-01 | 820 |
Number of participants with account balances | 2012-05-01 | 820 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-05-01 | 0 |
2011: LA-Z-BOY INCORPORATED RETIREMENT CONTRIBUTION AND PROFIT-SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-05-01 | 1,046 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-05-01 | 721 |
Number of retired or separated participants receiving benefits | 2011-05-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2011-05-01 | 168 |
Total of all active and inactive participants | 2011-05-01 | 894 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-05-01 | 0 |
Total participants | 2011-05-01 | 894 |
Number of participants with account balances | 2011-05-01 | 894 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-05-01 | 1 |
2009: LA-Z-BOY INCORPORATED RETIREMENT CONTRIBUTION AND PROFIT-SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-05-01 | 1,311 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-05-01 | 881 |
Number of retired or separated participants receiving benefits | 2009-05-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-05-01 | 218 |
Total of all active and inactive participants | 2009-05-01 | 1,099 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-05-01 | 0 |
Total participants | 2009-05-01 | 1,099 |
Number of participants with account balances | 2009-05-01 | 1,099 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-05-01 | 15 |
Measure | Date | Value |
---|---|---|
2016 : LA-Z-BOY INCORPORATED RETIREMENT CONTRIBUTION AND PROFIT-SHARING PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-04-30 | $0 |
Total transfer of assets from this plan | 2016-04-30 | $60,637,462 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-04-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-04-30 | $0 |
Total income from all sources (including contributions) | 2016-04-30 | $-565,693 |
Total loss/gain on sale of assets | 2016-04-30 | $0 |
Total of all expenses incurred | 2016-04-30 | $5,201,014 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-04-30 | $5,201,014 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-04-30 | $0 |
Value of total assets at end of year | 2016-04-30 | $0 |
Value of total assets at beginning of year | 2016-04-30 | $66,404,169 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-04-30 | $0 |
Total interest from all sources | 2016-04-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-04-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-04-30 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2016-04-30 | $0 |
Was this plan covered by a fidelity bond | 2016-04-30 | Yes |
Value of fidelity bond cover | 2016-04-30 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2016-04-30 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-04-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-04-30 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-04-30 | No |
Value of net income/loss | 2016-04-30 | $-5,766,707 |
Value of net assets at end of year (total assets less liabilities) | 2016-04-30 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-04-30 | $66,404,169 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-04-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-04-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-04-30 | No |
Value of interest in master investment trust accounts at end of year | 2016-04-30 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2016-04-30 | $66,404,169 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-04-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-04-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-04-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-04-30 | $5,201,014 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-04-30 | Yes |
Did the plan have assets held for investment | 2016-04-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-04-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-04-30 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-04-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-04-30 | Disclaimer |
Accountancy firm name | 2016-04-30 | GILMORE, JASION & MAHLER, LTD. |
Accountancy firm EIN | 2016-04-30 | 341827159 |
2015 : LA-Z-BOY INCORPORATED RETIREMENT CONTRIBUTION AND PROFIT-SHARING PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-04-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-04-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-04-30 | $0 |
Total income from all sources (including contributions) | 2015-04-30 | $4,651,050 |
Total loss/gain on sale of assets | 2015-04-30 | $0 |
Total of all expenses incurred | 2015-04-30 | $6,971,742 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-04-30 | $6,971,742 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-04-30 | $0 |
Value of total assets at end of year | 2015-04-30 | $66,404,169 |
Value of total assets at beginning of year | 2015-04-30 | $68,724,861 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-04-30 | $0 |
Total interest from all sources | 2015-04-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-04-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-04-30 | No |
Was this plan covered by a fidelity bond | 2015-04-30 | Yes |
Value of fidelity bond cover | 2015-04-30 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2015-04-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-04-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-04-30 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-04-30 | No |
Value of net income/loss | 2015-04-30 | $-2,320,692 |
Value of net assets at end of year (total assets less liabilities) | 2015-04-30 | $66,404,169 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-04-30 | $68,724,861 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-04-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-04-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-04-30 | No |
Value of interest in master investment trust accounts at end of year | 2015-04-30 | $66,404,169 |
Value of interest in master investment trust accounts at beginning of year | 2015-04-30 | $68,724,861 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-04-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-04-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-04-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-04-30 | $6,971,742 |
Did the plan have assets held for investment | 2015-04-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-04-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-04-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-04-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-04-30 | Disclaimer |
Accountancy firm name | 2015-04-30 | GILMORE, JASION & MAHLER, LTD. |
Accountancy firm EIN | 2015-04-30 | 341827159 |
2014 : LA-Z-BOY INCORPORATED RETIREMENT CONTRIBUTION AND PROFIT-SHARING PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-04-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-04-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-04-30 | $0 |
Total income from all sources (including contributions) | 2014-04-30 | $7,294,810 |
Total loss/gain on sale of assets | 2014-04-30 | $0 |
Total of all expenses incurred | 2014-04-30 | $7,438,372 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-04-30 | $7,438,372 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-04-30 | $0 |
Value of total assets at end of year | 2014-04-30 | $68,724,861 |
Value of total assets at beginning of year | 2014-04-30 | $68,868,423 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-04-30 | $0 |
Total interest from all sources | 2014-04-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-04-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-04-30 | No |
Was this plan covered by a fidelity bond | 2014-04-30 | Yes |
Value of fidelity bond cover | 2014-04-30 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2014-04-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-04-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-04-30 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-04-30 | No |
Value of net income/loss | 2014-04-30 | $-143,562 |
Value of net assets at end of year (total assets less liabilities) | 2014-04-30 | $68,724,861 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-04-30 | $68,868,423 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-04-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-04-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-04-30 | No |
Value of interest in master investment trust accounts at end of year | 2014-04-30 | $68,724,861 |
Value of interest in master investment trust accounts at beginning of year | 2014-04-30 | $68,868,423 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-04-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-04-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-04-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-04-30 | $7,438,372 |
Did the plan have assets held for investment | 2014-04-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-04-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-04-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-04-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-04-30 | Disclaimer |
Accountancy firm name | 2014-04-30 | GILMORE, JASION & MAHLER, LTD. |
Accountancy firm EIN | 2014-04-30 | 341827159 |
2013 : LA-Z-BOY INCORPORATED RETIREMENT CONTRIBUTION AND PROFIT-SHARING PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-04-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-04-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-04-30 | $0 |
Total income from all sources (including contributions) | 2013-04-30 | $6,296,530 |
Total loss/gain on sale of assets | 2013-04-30 | $0 |
Total of all expenses incurred | 2013-04-30 | $6,641,492 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-04-30 | $6,641,492 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-04-30 | $0 |
Value of total assets at end of year | 2013-04-30 | $68,868,423 |
Value of total assets at beginning of year | 2013-04-30 | $69,213,385 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-04-30 | $0 |
Total interest from all sources | 2013-04-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-04-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-04-30 | No |
Was this plan covered by a fidelity bond | 2013-04-30 | Yes |
Value of fidelity bond cover | 2013-04-30 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2013-04-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-04-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-04-30 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-04-30 | No |
Value of net income/loss | 2013-04-30 | $-344,962 |
Value of net assets at end of year (total assets less liabilities) | 2013-04-30 | $68,868,423 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-04-30 | $69,213,385 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-04-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-04-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-04-30 | No |
Value of interest in master investment trust accounts at end of year | 2013-04-30 | $68,868,423 |
Value of interest in master investment trust accounts at beginning of year | 2013-04-30 | $69,213,385 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-04-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-04-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-04-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-04-30 | $6,641,492 |
Did the plan have assets held for investment | 2013-04-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-04-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-04-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-04-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-04-30 | Disclaimer |
Accountancy firm name | 2013-04-30 | GILMORE, JASION & MAHLER, LTD |
Accountancy firm EIN | 2013-04-30 | 341827159 |
2012 : LA-Z-BOY INCORPORATED RETIREMENT CONTRIBUTION AND PROFIT-SHARING PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-04-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-04-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-04-30 | $0 |
Total income from all sources (including contributions) | 2012-04-30 | $1,209,489 |
Total loss/gain on sale of assets | 2012-04-30 | $0 |
Total of all expenses incurred | 2012-04-30 | $10,658,982 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-04-30 | $10,658,982 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-04-30 | $0 |
Value of total assets at end of year | 2012-04-30 | $69,213,385 |
Value of total assets at beginning of year | 2012-04-30 | $78,662,878 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-04-30 | $0 |
Total interest from all sources | 2012-04-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-04-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-04-30 | No |
Was this plan covered by a fidelity bond | 2012-04-30 | Yes |
Value of fidelity bond cover | 2012-04-30 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2012-04-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-04-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-04-30 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-04-30 | No |
Value of net income/loss | 2012-04-30 | $-9,449,493 |
Value of net assets at end of year (total assets less liabilities) | 2012-04-30 | $69,213,385 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-04-30 | $78,662,878 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-04-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-04-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-04-30 | No |
Value of interest in master investment trust accounts at end of year | 2012-04-30 | $69,213,385 |
Value of interest in master investment trust accounts at beginning of year | 2012-04-30 | $78,662,878 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-04-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-04-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-04-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-04-30 | $10,658,982 |
Did the plan have assets held for investment | 2012-04-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-04-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-04-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-04-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-04-30 | Disclaimer |
Accountancy firm name | 2012-04-30 | GILMORE, JASION & MAHLER, LTD. |
Accountancy firm EIN | 2012-04-30 | 341827159 |
2011 : LA-Z-BOY INCORPORATED RETIREMENT CONTRIBUTION AND PROFIT-SHARING PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-04-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-04-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-04-30 | $748,031 |
Total income from all sources (including contributions) | 2011-04-30 | $9,655,642 |
Total loss/gain on sale of assets | 2011-04-30 | $0 |
Total of all expenses incurred | 2011-04-30 | $6,555,845 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-04-30 | $6,555,845 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-04-30 | $0 |
Value of total assets at end of year | 2011-04-30 | $78,662,878 |
Value of total assets at beginning of year | 2011-04-30 | $76,311,112 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-04-30 | $0 |
Total interest from all sources | 2011-04-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-04-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-04-30 | No |
Was this plan covered by a fidelity bond | 2011-04-30 | Yes |
Value of fidelity bond cover | 2011-04-30 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2011-04-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-04-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-04-30 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-04-30 | No |
Value of net income/loss | 2011-04-30 | $3,099,797 |
Value of net assets at end of year (total assets less liabilities) | 2011-04-30 | $78,662,878 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-04-30 | $75,563,081 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-04-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-04-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-04-30 | No |
Value of interest in master investment trust accounts at end of year | 2011-04-30 | $78,662,878 |
Value of interest in master investment trust accounts at beginning of year | 2011-04-30 | $76,311,112 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-04-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-04-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-04-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-04-30 | $6,555,845 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-04-30 | $748,031 |
Did the plan have assets held for investment | 2011-04-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-04-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-04-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-04-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-04-30 | Disclaimer |
Accountancy firm name | 2011-04-30 | GILMORE, JASION & MAHLER, LTD. |
Accountancy firm EIN | 2011-04-30 | 341827159 |
2010 : LA-Z-BOY INCORPORATED RETIREMENT CONTRIBUTION AND PROFIT-SHARING PLAN 2010 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-04-30 | $0 |
2015: LA-Z-BOY INCORPORATED RETIREMENT CONTRIBUTION AND PROFIT-SHARING PLAN 2015 form 5500 responses | ||
---|---|---|
2015-05-01 | Type of plan entity | Single employer plan |
2015-05-01 | Submission has been amended | No |
2015-05-01 | This submission is the final filing | Yes |
2015-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-05-01 | Plan is a collectively bargained plan | No |
2015-05-01 | Plan funding arrangement – Trust | Yes |
2015-05-01 | Plan benefit arrangement - Trust | Yes |
2014: LA-Z-BOY INCORPORATED RETIREMENT CONTRIBUTION AND PROFIT-SHARING PLAN 2014 form 5500 responses | ||
2014-05-01 | Type of plan entity | Single employer plan |
2014-05-01 | Submission has been amended | No |
2014-05-01 | This submission is the final filing | No |
2014-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-05-01 | Plan is a collectively bargained plan | No |
2014-05-01 | Plan funding arrangement – Trust | Yes |
2014-05-01 | Plan benefit arrangement - Trust | Yes |
2013: LA-Z-BOY INCORPORATED RETIREMENT CONTRIBUTION AND PROFIT-SHARING PLAN 2013 form 5500 responses | ||
2013-05-01 | Type of plan entity | Single employer plan |
2013-05-01 | Submission has been amended | No |
2013-05-01 | This submission is the final filing | No |
2013-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-05-01 | Plan is a collectively bargained plan | No |
2013-05-01 | Plan funding arrangement – Trust | Yes |
2013-05-01 | Plan benefit arrangement - Trust | Yes |
2012: LA-Z-BOY INCORPORATED RETIREMENT CONTRIBUTION AND PROFIT-SHARING PLAN 2012 form 5500 responses | ||
2012-05-01 | Type of plan entity | Single employer plan |
2012-05-01 | Submission has been amended | Yes |
2012-05-01 | This submission is the final filing | No |
2012-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-05-01 | Plan is a collectively bargained plan | No |
2012-05-01 | Plan funding arrangement – Trust | Yes |
2012-05-01 | Plan benefit arrangement - Trust | Yes |
2011: LA-Z-BOY INCORPORATED RETIREMENT CONTRIBUTION AND PROFIT-SHARING PLAN 2011 form 5500 responses | ||
2011-05-01 | Type of plan entity | Single employer plan |
2011-05-01 | Submission has been amended | No |
2011-05-01 | This submission is the final filing | No |
2011-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-05-01 | Plan is a collectively bargained plan | No |
2011-05-01 | Plan funding arrangement – Trust | Yes |
2011-05-01 | Plan benefit arrangement - Trust | Yes |
2009: LA-Z-BOY INCORPORATED RETIREMENT CONTRIBUTION AND PROFIT-SHARING PLAN 2009 form 5500 responses | ||
2009-05-01 | Type of plan entity | Single employer plan |
2009-05-01 | Submission has been amended | No |
2009-05-01 | This submission is the final filing | No |
2009-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-05-01 | Plan is a collectively bargained plan | No |
2009-05-01 | Plan funding arrangement – Trust | Yes |
2009-05-01 | Plan benefit arrangement - Trust | Yes |