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Plan Name | LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN |
Plan identification number | 015 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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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 |
---|---|---|---|---|---|
015 | 2022-01-01 | ||||
015 | 2021-01-01 | ||||
015 | 2020-01-01 | ||||
015 | 2020-01-01 | ||||
015 | 2019-01-01 | ||||
015 | 2018-01-01 | ||||
015 | 2017-01-01 | GREG A. BRINKS | MELINDA WHITTINGTON | 2018-10-10 | |
015 | 2016-01-01 | GREG A. BRINKS | JAMES P. KLARR | 2017-10-13 | |
015 | 2015-01-01 | GREG A. BRINKS | JAMES P. KLARR | 2016-10-13 | |
015 | 2014-01-01 | GREG A. BRINKS | JAMES P. KLARR | 2015-10-14 | |
015 | 2013-01-01 | GREG A. BRINKS | JAMES P. KLARR | 2014-10-13 | |
015 | 2012-01-01 | GREG A. BRINKS | JAMES P. KLARR | 2013-10-14 | |
015 | 2011-01-01 | GREG A. BRINKS | JAMES P. KLARR | 2012-10-13 | |
015 | 2010-01-01 | GREG A. BRINKS | JAMES P. KLARR | 2011-10-13 | |
015 | 2009-01-01 | GREG A. BRINKS | JAMES P. KLARR | 2010-10-13 |
Measure | Date | Value |
---|---|---|
2022: LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 10,243 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 6,775 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 190 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 2,880 |
Total of all active and inactive participants | 2022-01-01 | 9,845 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 56 |
Total participants | 2022-01-01 | 9,901 |
Number of participants with account balances | 2022-01-01 | 9,371 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 1,734 |
2021: LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 9,301 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 7,411 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 178 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 2,616 |
Total of all active and inactive participants | 2021-01-01 | 10,205 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 38 |
Total participants | 2021-01-01 | 10,243 |
Number of participants with account balances | 2021-01-01 | 9,261 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 1,613 |
2020: LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 8,998 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 6,692 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 253 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 2,326 |
Total of all active and inactive participants | 2020-01-01 | 9,271 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 30 |
Total participants | 2020-01-01 | 9,301 |
Number of participants with account balances | 2020-01-01 | 8,714 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 1,214 |
2019: LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 8,517 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 6,660 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 151 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 2,162 |
Total of all active and inactive participants | 2019-01-01 | 8,973 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 25 |
Total participants | 2019-01-01 | 8,998 |
Number of participants with account balances | 2019-01-01 | 8,639 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1,348 |
2018: LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 8,929 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 6,931 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 110 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1,914 |
Total of all active and inactive participants | 2018-01-01 | 8,955 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 20 |
Total participants | 2018-01-01 | 8,975 |
Number of participants with account balances | 2018-01-01 | 8,517 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1,201 |
2017: LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 8,797 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 6,909 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 83 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1,918 |
Total of all active and inactive participants | 2017-01-01 | 8,910 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 19 |
Total participants | 2017-01-01 | 8,929 |
Number of participants with account balances | 2017-01-01 | 8,394 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1,218 |
2016: LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 8,404 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 6,984 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 55 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1,758 |
Total of all active and inactive participants | 2016-01-01 | 8,797 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 10 |
Total participants | 2016-01-01 | 8,807 |
Number of participants with account balances | 2016-01-01 | 8,292 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1,220 |
2015: LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 8,112 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 6,762 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1,633 |
Total of all active and inactive participants | 2015-01-01 | 8,404 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 8,404 |
Number of participants with account balances | 2015-01-01 | 7,847 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1,120 |
2014: LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 8,428 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 6,451 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1,651 |
Total of all active and inactive participants | 2014-01-01 | 8,112 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 8,112 |
Number of participants with account balances | 2014-01-01 | 7,568 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1,330 |
2013: LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 7,884 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 6,771 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 40 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1,613 |
Total of all active and inactive participants | 2013-01-01 | 8,424 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 4 |
Total participants | 2013-01-01 | 8,428 |
Number of participants with account balances | 2013-01-01 | 7,484 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1,026 |
2012: LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 7,597 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 6,354 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 29 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1,498 |
Total of all active and inactive participants | 2012-01-01 | 7,881 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 3 |
Total participants | 2012-01-01 | 7,884 |
Number of participants with account balances | 2012-01-01 | 6,881 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 280 |
2011: LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 7,600 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 6,098 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1,487 |
Total of all active and inactive participants | 2011-01-01 | 7,595 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 2 |
Total participants | 2011-01-01 | 7,597 |
Number of participants with account balances | 2011-01-01 | 6,381 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 219 |
2010: LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 8,133 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 6,124 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 1,469 |
Total of all active and inactive participants | 2010-01-01 | 7,599 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 1 |
Total participants | 2010-01-01 | 7,600 |
Number of participants with account balances | 2010-01-01 | 6,334 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 153 |
2009: LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 9,780 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 6,508 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1,620 |
Total of all active and inactive participants | 2009-01-01 | 8,133 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 8,133 |
Number of participants with account balances | 2009-01-01 | 6,748 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 178 |
Measure | Date | Value |
---|---|---|
2022 : LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2022 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-3,518,280 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-3,518,280 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $301,389 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $126,944 |
Total income from all sources (including contributions) | 2022-12-31 | $-18,825,722 |
Total loss/gain on sale of assets | 2022-12-31 | $209,773 |
Total of all expenses incurred | 2022-12-31 | $28,549,678 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $28,409,519 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $27,294,419 |
Value of total assets at end of year | 2022-12-31 | $274,741,580 |
Value of total assets at beginning of year | 2022-12-31 | $321,942,535 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $140,159 |
Total interest from all sources | 2022-12-31 | $369,173 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $12,831,471 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $12,831,471 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $16,189,840 |
Participant contributions at end of year | 2022-12-31 | $7,730,736 |
Participant contributions at beginning of year | 2022-12-31 | $7,644,254 |
Participant contributions at end of year | 2022-12-31 | $329,175 |
Participant contributions at beginning of year | 2022-12-31 | $296,505 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $908,926 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $301,389 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $126,944 |
Other income not declared elsewhere | 2022-12-31 | $-647,966 |
Administrative expenses (other) incurred | 2022-12-31 | $140,159 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-47,375,400 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $274,440,191 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $321,815,591 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $181,126,185 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $215,095,889 |
Interest on participant loans | 2022-12-31 | $369,173 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $79,013,854 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $89,040,035 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $858,659 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $501,920 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $501,920 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-48,376,329 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-6,987,983 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Assets. Invements in employer securities at end of year | 2022-12-31 | $5,314,426 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $9,197,031 |
Contributions received in cash from employer | 2022-12-31 | $10,195,653 |
Employer contributions (assets) at end of year | 2022-12-31 | $368,545 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $166,901 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $28,409,519 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $477,968 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $268,195 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2022-12-31 | 410746749 |
2021 : LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2021 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $-895,291 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $-895,291 |
Total transfer of assets to this plan | 2021-12-31 | $1,858,843 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $126,944 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $471,251 |
Total income from all sources (including contributions) | 2021-12-31 | $64,972,256 |
Total loss/gain on sale of assets | 2021-12-31 | $-50,439 |
Total of all expenses incurred | 2021-12-31 | $34,653,748 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $34,441,849 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $27,108,148 |
Value of total assets at end of year | 2021-12-31 | $321,942,535 |
Value of total assets at beginning of year | 2021-12-31 | $290,109,491 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $211,899 |
Total interest from all sources | 2021-12-31 | $422,999 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $15,828,173 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $15,828,173 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $21,645 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $16,025,474 |
Participant contributions at end of year | 2021-12-31 | $7,644,254 |
Participant contributions at beginning of year | 2021-12-31 | $8,234,880 |
Participant contributions at end of year | 2021-12-31 | $296,505 |
Participant contributions at beginning of year | 2021-12-31 | $248,060 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $2,276,058 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $126,944 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $471,251 |
Other income not declared elsewhere | 2021-12-31 | $99,944 |
Administrative expenses (other) incurred | 2021-12-31 | $211,899 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $30,318,508 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $321,815,591 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $289,638,240 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $215,095,889 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $189,979,017 |
Income. Interest from loans (other than to participants) | 2021-12-31 | $422,999 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $89,040,035 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $80,545,327 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $501,920 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $11,631,380 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $10,827,342 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Assets. Invements in employer securities at end of year | 2021-12-31 | $9,197,031 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $10,957,645 |
Contributions received in cash from employer | 2021-12-31 | $8,806,616 |
Employer contributions (assets) at end of year | 2021-12-31 | $166,901 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $144,562 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $34,441,849 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Aggregate proceeds on sale of assets | 2021-12-31 | $759,693 |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $810,132 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | GILMORE, JASION & MAHLER, LTD. |
Accountancy firm EIN | 2021-12-31 | 341827159 |
2020 : LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2020 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $2,296,924 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $2,296,924 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $471,251 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $116,838 |
Total income from all sources (including contributions) | 2020-12-31 | $49,936,161 |
Total loss/gain on sale of assets | 2020-12-31 | $-92,405 |
Total of all expenses incurred | 2020-12-31 | $59,832,031 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $59,659,072 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $17,778,752 |
Value of total assets at end of year | 2020-12-31 | $290,109,491 |
Value of total assets at beginning of year | 2020-12-31 | $299,650,948 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $172,959 |
Total interest from all sources | 2020-12-31 | $500,015 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $9,707,281 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $9,707,281 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $12,646,815 |
Participant contributions at end of year | 2020-12-31 | $8,234,880 |
Participant contributions at beginning of year | 2020-12-31 | $10,384,978 |
Participant contributions at end of year | 2020-12-31 | $248,060 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $448,848 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $7,011 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $471,251 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $116,838 |
Other income not declared elsewhere | 2020-12-31 | $-2,223,255 |
Administrative expenses (other) incurred | 2020-12-31 | $172,959 |
Total non interest bearing cash at end of year | 2020-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $17,088 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $-9,895,870 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $289,638,240 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $299,534,110 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $189,979,017 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $197,174,077 |
Income. Interest from loans (other than to participants) | 2020-12-31 | $500,015 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $80,545,327 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $81,280,993 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $15,698,345 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $6,270,504 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Assets. Invements in employer securities at end of year | 2020-12-31 | $10,957,645 |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $10,786,801 |
Contributions received in cash from employer | 2020-12-31 | $4,683,089 |
Employer contributions (assets) at end of year | 2020-12-31 | $144,562 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $59,659,072 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Aggregate proceeds on sale of assets | 2020-12-31 | $1,964,910 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $2,057,315 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | GILMORE, JASION & MAHLER, LTD. |
Accountancy firm EIN | 2020-12-31 | 341827159 |
2019 : LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2019 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $547,046 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $547,046 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $547,046 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $547,046 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $116,838 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $132,080 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $132,080 |
Total income from all sources (including contributions) | 2019-12-31 | $78,235,681 |
Total income from all sources (including contributions) | 2019-12-31 | $78,235,681 |
Total loss/gain on sale of assets | 2019-12-31 | $1,157,336 |
Total loss/gain on sale of assets | 2019-12-31 | $1,157,336 |
Total of all expenses incurred | 2019-12-31 | $35,001,516 |
Total of all expenses incurred | 2019-12-31 | $35,001,516 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $34,731,724 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $34,731,724 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $29,742,220 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $29,742,220 |
Value of total assets at end of year | 2019-12-31 | $299,650,948 |
Value of total assets at beginning of year | 2019-12-31 | $256,432,025 |
Value of total assets at beginning of year | 2019-12-31 | $256,432,025 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $269,792 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $269,792 |
Total interest from all sources | 2019-12-31 | $576,334 |
Total interest from all sources | 2019-12-31 | $576,334 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $8,843,211 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $8,843,211 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $8,843,211 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $8,843,211 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $14,515,675 |
Contributions received from participants | 2019-12-31 | $14,515,675 |
Participant contributions at end of year | 2019-12-31 | $10,384,978 |
Participant contributions at beginning of year | 2019-12-31 | $10,259,744 |
Participant contributions at beginning of year | 2019-12-31 | $10,259,744 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $123,224 |
Participant contributions at beginning of year | 2019-12-31 | $123,224 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $3,277,948 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $3,277,948 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $7,011 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $7,298 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $7,298 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $116,838 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $132,080 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $132,080 |
Administrative expenses (other) incurred | 2019-12-31 | $269,792 |
Administrative expenses (other) incurred | 2019-12-31 | $269,792 |
Total non interest bearing cash at end of year | 2019-12-31 | $17,088 |
Total non interest bearing cash at end of year | 2019-12-31 | $17,088 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $77,368 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $77,368 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $43,234,165 |
Value of net income/loss | 2019-12-31 | $43,234,165 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $299,534,110 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $299,534,110 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $256,299,945 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $256,299,945 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $197,174,077 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $159,263,992 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $159,263,992 |
Income. Interest from loans (other than to participants) | 2019-12-31 | $576,334 |
Income. Interest from loans (other than to participants) | 2019-12-31 | $576,334 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $81,280,993 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $75,254,362 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $75,254,362 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $28,172,025 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $28,172,025 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $9,197,509 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $9,197,509 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Assets. Invements in employer securities at end of year | 2019-12-31 | $10,786,801 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $11,399,016 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $11,399,016 |
Contributions received in cash from employer | 2019-12-31 | $11,948,597 |
Contributions received in cash from employer | 2019-12-31 | $11,948,597 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $47,021 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $47,021 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $34,731,724 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $34,731,724 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
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 | 2019-12-31 | 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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Aggregate proceeds on sale of assets | 2019-12-31 | $2,183,843 |
Aggregate proceeds on sale of assets | 2019-12-31 | $2,183,843 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $1,026,507 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $1,026,507 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | GILMORE, JASION & MAHLER, LTD. |
Accountancy firm name | 2019-12-31 | GILMORE, JASION & MAHLER, LTD. |
Accountancy firm EIN | 2019-12-31 | 341827159 |
Accountancy firm EIN | 2019-12-31 | 341827159 |
2018 : LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2018 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-1,435,189 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-1,435,189 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $132,080 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $119,484 |
Total income from all sources (including contributions) | 2018-12-31 | $13,206,863 |
Total loss/gain on sale of assets | 2018-12-31 | $-8,438 |
Total of all expenses incurred | 2018-12-31 | $22,969,352 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $22,710,826 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $24,425,789 |
Value of total assets at end of year | 2018-12-31 | $256,432,025 |
Value of total assets at beginning of year | 2018-12-31 | $266,181,918 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $258,526 |
Total interest from all sources | 2018-12-31 | $476,940 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $13,185,755 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $13,185,755 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $11,679,926 |
Participant contributions at end of year | 2018-12-31 | $10,259,744 |
Participant contributions at beginning of year | 2018-12-31 | $9,825,483 |
Participant contributions at end of year | 2018-12-31 | $123,224 |
Participant contributions at beginning of year | 2018-12-31 | $110,237 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $6,082,362 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $7,298 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $7,912 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $132,080 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $119,484 |
Administrative expenses (other) incurred | 2018-12-31 | $258,526 |
Total non interest bearing cash at end of year | 2018-12-31 | $77,368 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $39,647 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-9,762,489 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $256,299,945 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $266,062,434 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $159,263,992 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $167,385,066 |
Interest on participant loans | 2018-12-31 | $476,940 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $75,254,362 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $74,802,030 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-23,436,817 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-1,177 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Assets. Invements in employer securities at end of year | 2018-12-31 | $11,399,016 |
Assets. Invements in employer securities at beginning of year | 2018-12-31 | $13,977,333 |
Contributions received in cash from employer | 2018-12-31 | $6,663,501 |
Employer contributions (assets) at end of year | 2018-12-31 | $47,021 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $34,210 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $22,710,826 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Aggregate proceeds on sale of assets | 2018-12-31 | $1,068,770 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $1,077,208 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | GILMORE, JASION & MAHLER, LTD. |
Accountancy firm EIN | 2018-12-31 | 341827159 |
2017 : LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2017 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $-884,846 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $-884,846 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $119,484 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $297,061 |
Total income from all sources (including contributions) | 2017-12-31 | $49,571,112 |
Total loss/gain on sale of assets | 2017-12-31 | $832,972 |
Total of all expenses incurred | 2017-12-31 | $22,375,276 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $22,125,668 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $18,218,722 |
Value of total assets at end of year | 2017-12-31 | $266,181,918 |
Value of total assets at beginning of year | 2017-12-31 | $239,163,659 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $249,608 |
Total interest from all sources | 2017-12-31 | $412,454 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $7,400,754 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $7,400,754 |
Administrative expenses professional fees incurred | 2017-12-31 | $54,656 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $10,826,544 |
Participant contributions at end of year | 2017-12-31 | $9,825,483 |
Participant contributions at beginning of year | 2017-12-31 | $9,326,107 |
Participant contributions at end of year | 2017-12-31 | $110,237 |
Participant contributions at beginning of year | 2017-12-31 | $115,746 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $847,122 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $7,912 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $119,484 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $297,061 |
Total non interest bearing cash at end of year | 2017-12-31 | $39,647 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $27,195,836 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $266,062,434 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $238,866,598 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $59,784 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $167,385,066 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $135,671,013 |
Interest on participant loans | 2017-12-31 | $412,454 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $74,802,030 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $78,080,421 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $18,173,335 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $5,417,721 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Assets. Invements in employer securities at end of year | 2017-12-31 | $13,977,333 |
Assets. Invements in employer securities at beginning of year | 2017-12-31 | $15,924,801 |
Contributions received in cash from employer | 2017-12-31 | $6,545,056 |
Employer contributions (assets) at end of year | 2017-12-31 | $34,210 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $45,571 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $22,125,668 |
Contract administrator fees | 2017-12-31 | $135,168 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Aggregate proceeds on sale of assets | 2017-12-31 | $1,749,873 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $916,901 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | GILMORE, JASION & MAHLER, LTD. |
Accountancy firm EIN | 2017-12-31 | 341827159 |
2016 : LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $2,805,019 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $2,805,019 |
Total transfer of assets to this plan | 2016-12-31 | $60,637,462 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $297,061 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $374,987 |
Total income from all sources (including contributions) | 2016-12-31 | $32,306,764 |
Total loss/gain on sale of assets | 2016-12-31 | $942,948 |
Total of all expenses incurred | 2016-12-31 | $20,570,006 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $20,426,368 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $16,928,542 |
Value of total assets at end of year | 2016-12-31 | $239,163,659 |
Value of total assets at beginning of year | 2016-12-31 | $166,867,365 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $143,638 |
Total interest from all sources | 2016-12-31 | $377,564 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $4,655,259 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $4,655,259 |
Administrative expenses professional fees incurred | 2016-12-31 | $143,638 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $10,033,928 |
Participant contributions at end of year | 2016-12-31 | $9,326,107 |
Participant contributions at beginning of year | 2016-12-31 | $9,146,725 |
Participant contributions at end of year | 2016-12-31 | $115,746 |
Participant contributions at beginning of year | 2016-12-31 | $126,575 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $565,554 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $297,061 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $374,987 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $11,736,758 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $238,866,598 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $166,492,378 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $135,671,013 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $111,577,853 |
Interest on participant loans | 2016-12-31 | $377,564 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $78,080,421 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $31,788,075 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $3,717,896 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $2,879,536 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Assets. Invements in employer securities at end of year | 2016-12-31 | $15,924,801 |
Assets. Invements in employer securities at beginning of year | 2016-12-31 | $14,189,493 |
Contributions received in cash from employer | 2016-12-31 | $6,329,060 |
Employer contributions (assets) at end of year | 2016-12-31 | $45,571 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $38,644 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $20,426,368 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Aggregate proceeds on sale of assets | 2016-12-31 | $2,113,330 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $1,170,382 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | GILMORE, JASION & MAHLER, LTD. |
Accountancy firm EIN | 2016-12-31 | 341827159 |
2015 : LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-1,401,310 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-1,401,310 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $374,987 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $183,217 |
Total income from all sources (including contributions) | 2015-12-31 | $14,117,563 |
Total loss/gain on sale of assets | 2015-12-31 | $-4,336 |
Total of all expenses incurred | 2015-12-31 | $18,234,052 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $18,067,602 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $15,571,037 |
Value of total assets at end of year | 2015-12-31 | $166,867,365 |
Value of total assets at beginning of year | 2015-12-31 | $170,792,084 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $166,450 |
Total interest from all sources | 2015-12-31 | $373,620 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $7,248,462 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $7,248,462 |
Administrative expenses professional fees incurred | 2015-12-31 | $22,210 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $9,682,790 |
Participant contributions at end of year | 2015-12-31 | $9,146,725 |
Participant contributions at beginning of year | 2015-12-31 | $8,760,193 |
Participant contributions at end of year | 2015-12-31 | $126,575 |
Participant contributions at beginning of year | 2015-12-31 | $15,268 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $313,276 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $374,987 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $183,217 |
Other income not declared elsewhere | 2015-12-31 | $-8,245,017 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-4,116,489 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $166,492,378 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $170,608,867 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $111,577,853 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $113,650,987 |
Interest on participant loans | 2015-12-31 | $373,620 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $31,788,075 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $31,233,066 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $575,107 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Assets. Invements in employer securities at end of year | 2015-12-31 | $14,189,493 |
Assets. Invements in employer securities at beginning of year | 2015-12-31 | $17,132,570 |
Contributions received in cash from employer | 2015-12-31 | $5,574,971 |
Employer contributions (assets) at end of year | 2015-12-31 | $38,644 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $18,067,602 |
Contract administrator fees | 2015-12-31 | $144,240 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Aggregate proceeds on sale of assets | 2015-12-31 | $1,450,934 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $1,455,270 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | GILMORE, JASION & MAHLER, LTD. |
Accountancy firm EIN | 2015-12-31 | 341827159 |
2014 : LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $-3,232,403 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $-3,232,403 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $183,217 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $148,417 |
Total income from all sources (including contributions) | 2014-12-31 | $20,690,314 |
Total loss/gain on sale of assets | 2014-12-31 | $52,091 |
Total of all expenses incurred | 2014-12-31 | $15,816,805 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $15,762,541 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $15,270,488 |
Value of total assets at end of year | 2014-12-31 | $170,792,084 |
Value of total assets at beginning of year | 2014-12-31 | $165,883,775 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $54,264 |
Total interest from all sources | 2014-12-31 | $377,338 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $7,086,016 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $7,086,016 |
Administrative expenses professional fees incurred | 2014-12-31 | $54,264 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $8,780,906 |
Participant contributions at end of year | 2014-12-31 | $8,760,193 |
Participant contributions at beginning of year | 2014-12-31 | $8,264,929 |
Participant contributions at end of year | 2014-12-31 | $15,268 |
Participant contributions at beginning of year | 2014-12-31 | $93,350 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $990,839 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $183,217 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $148,417 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $4,873,509 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $170,608,867 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $165,735,358 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $113,650,987 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $105,452,994 |
Interest on participant loans | 2014-12-31 | $377,338 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $31,233,066 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $29,988,498 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-1,305,587 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $2,442,371 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Assets. Invements in employer securities at end of year | 2014-12-31 | $17,132,570 |
Assets. Invements in employer securities at beginning of year | 2014-12-31 | $22,047,909 |
Contributions received in cash from employer | 2014-12-31 | $5,498,743 |
Employer contributions (assets) at end of year | 2014-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $36,095 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $15,762,541 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Aggregate proceeds on sale of assets | 2014-12-31 | $135,119 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $83,028 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2014-12-31 | 366055558 |
2013 : LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $11,947,469 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $11,947,469 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $148,417 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $164,305 |
Total income from all sources (including contributions) | 2013-12-31 | $46,193,729 |
Total loss/gain on sale of assets | 2013-12-31 | $561,633 |
Total of all expenses incurred | 2013-12-31 | $14,096,554 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $14,055,960 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $13,764,546 |
Value of total assets at end of year | 2013-12-31 | $165,883,775 |
Value of total assets at beginning of year | 2013-12-31 | $133,802,488 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $40,594 |
Total interest from all sources | 2013-12-31 | $331,570 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $3,894,362 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $3,862,837 |
Administrative expenses professional fees incurred | 2013-12-31 | $40,594 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $8,512,694 |
Participant contributions at end of year | 2013-12-31 | $8,264,929 |
Participant contributions at beginning of year | 2013-12-31 | $7,594,618 |
Participant contributions at end of year | 2013-12-31 | $93,350 |
Participant contributions at beginning of year | 2013-12-31 | $78,290 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $512,704 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $148,417 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $164,305 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $32,097,175 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $165,735,358 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $133,638,183 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $105,452,994 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $86,847,526 |
Interest on participant loans | 2013-12-31 | $331,570 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $29,988,498 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $27,898,815 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $14,605,137 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $1,089,012 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Assets. Invements in employer securities at end of year | 2013-12-31 | $22,047,909 |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $11,352,200 |
Contributions received in cash from employer | 2013-12-31 | $4,739,148 |
Employer contributions (assets) at end of year | 2013-12-31 | $36,095 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $31,039 |
Income. Dividends from common stock | 2013-12-31 | $31,525 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $14,055,960 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Aggregate proceeds on sale of assets | 2013-12-31 | $1,905,766 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $1,344,133 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2013-12-31 | 366055558 |
2012 : LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $1,787,368 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $1,787,368 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $164,305 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $155,083 |
Total income from all sources (including contributions) | 2012-12-31 | $23,632,765 |
Total loss/gain on sale of assets | 2012-12-31 | $223,694 |
Total of all expenses incurred | 2012-12-31 | $12,983,035 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $12,951,067 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $9,764,918 |
Value of total assets at end of year | 2012-12-31 | $133,802,488 |
Value of total assets at beginning of year | 2012-12-31 | $123,143,536 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $31,968 |
Total interest from all sources | 2012-12-31 | $329,282 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $2,020,992 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $1,947,808 |
Administrative expenses professional fees incurred | 2012-12-31 | $31,968 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $7,316,081 |
Participant contributions at end of year | 2012-12-31 | $7,594,618 |
Participant contributions at beginning of year | 2012-12-31 | $7,448,979 |
Participant contributions at end of year | 2012-12-31 | $78,290 |
Participant contributions at beginning of year | 2012-12-31 | $54,864 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $126,655 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $164,305 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $155,083 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $10,649,730 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $133,638,183 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $122,988,453 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $86,847,526 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $81,086,056 |
Interest on participant loans | 2012-12-31 | $329,282 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $27,898,815 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $23,775,227 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $7,984,678 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $1,521,833 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Assets. Invements in employer securities at end of year | 2012-12-31 | $11,352,200 |
Assets. Invements in employer securities at beginning of year | 2012-12-31 | $10,756,765 |
Contributions received in cash from employer | 2012-12-31 | $2,322,182 |
Employer contributions (assets) at end of year | 2012-12-31 | $31,039 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $21,645 |
Income. Dividends from common stock | 2012-12-31 | $73,184 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $12,951,067 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $1,507,362 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $1,283,668 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2012-12-31 | 366055558 |
2011 : LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $2,600,656 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $2,600,656 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $155,083 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $125,472 |
Total income from all sources (including contributions) | 2011-12-31 | $12,392,858 |
Total loss/gain on sale of assets | 2011-12-31 | $54,504 |
Total of all expenses incurred | 2011-12-31 | $13,055,167 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $13,021,095 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $8,942,911 |
Value of total assets at end of year | 2011-12-31 | $123,143,536 |
Value of total assets at beginning of year | 2011-12-31 | $123,776,234 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $34,072 |
Total interest from all sources | 2011-12-31 | $345,230 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $2,477,197 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $2,477,197 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $6,498,760 |
Participant contributions at end of year | 2011-12-31 | $7,448,979 |
Participant contributions at beginning of year | 2011-12-31 | $7,301,859 |
Participant contributions at end of year | 2011-12-31 | $54,864 |
Participant contributions at beginning of year | 2011-12-31 | $62,094 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $393,994 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $155,083 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $125,472 |
Administrative expenses (other) incurred | 2011-12-31 | $34,072 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-662,309 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $122,988,453 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $123,650,762 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $81,086,056 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $84,360,366 |
Interest on participant loans | 2011-12-31 | $345,230 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $23,775,227 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $22,746,236 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-2,533,708 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $506,068 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Assets. Invements in employer securities at end of year | 2011-12-31 | $10,756,765 |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $9,282,814 |
Contributions received in cash from employer | 2011-12-31 | $2,050,157 |
Employer contributions (assets) at end of year | 2011-12-31 | $21,645 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $22,865 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $13,021,095 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $1,230,042 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $1,175,538 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | PRICEWATERHOUSECOOPERS, LLP |
Accountancy firm EIN | 2011-12-31 | 134008324 |
2010 : LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $-382,987 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $-382,987 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $125,472 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $151,795 |
Total income from all sources (including contributions) | 2010-12-31 | $20,372,503 |
Total loss/gain on sale of assets | 2010-12-31 | $144,074 |
Total of all expenses incurred | 2010-12-31 | $13,985,670 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $13,950,694 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $8,699,161 |
Value of total assets at end of year | 2010-12-31 | $123,776,234 |
Value of total assets at beginning of year | 2010-12-31 | $117,415,724 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $34,976 |
Total interest from all sources | 2010-12-31 | $397,476 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $1,764,126 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $1,764,126 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $6,431,871 |
Participant contributions at end of year | 2010-12-31 | $7,301,859 |
Participant contributions at beginning of year | 2010-12-31 | $7,326,442 |
Participant contributions at end of year | 2010-12-31 | $62,094 |
Participant contributions at beginning of year | 2010-12-31 | $51,179 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $242,318 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $125,472 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $151,795 |
Administrative expenses (other) incurred | 2010-12-31 | $34,976 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $6,386,833 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $123,650,762 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $117,263,929 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $84,360,366 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $90,020,628 |
Interest on participant loans | 2010-12-31 | $397,476 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $22,746,236 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $8,750,731 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $7,862,394 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $1,888,259 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Assets. Invements in employer securities at end of year | 2010-12-31 | $9,282,814 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $11,247,597 |
Contributions received in cash from employer | 2010-12-31 | $2,024,972 |
Employer contributions (assets) at end of year | 2010-12-31 | $22,865 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $19,147 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $13,950,694 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $1,615,773 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $1,471,699 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | PRICE, WATERHOUSE, COOPER, LLP |
Accountancy firm EIN | 2010-12-31 | 134008324 |
2009 : LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | Yes |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |