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LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameLA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN
Plan identification number 015

LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LA-Z-BOY INCORPORATED has sponsored the creation of one or more 401k plans.

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0152022-01-01
0152021-01-01
0152020-01-01
0152020-01-01
0152019-01-01
0152018-01-01
0152017-01-01GREG A. BRINKS MELINDA WHITTINGTON2018-10-10
0152016-01-01GREG A. BRINKS JAMES P. KLARR2017-10-13
0152015-01-01GREG A. BRINKS JAMES P. KLARR2016-10-13
0152014-01-01GREG A. BRINKS JAMES P. KLARR2015-10-14
0152013-01-01GREG A. BRINKS JAMES P. KLARR2014-10-13
0152012-01-01GREG A. BRINKS JAMES P. KLARR2013-10-14
0152011-01-01GREG A. BRINKS JAMES P. KLARR2012-10-13
0152010-01-01GREG A. BRINKS JAMES P. KLARR2011-10-13
0152009-01-01GREG A. BRINKS JAMES P. KLARR2010-10-13

Plan Statistics for LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN

Measure Date Value
2022: LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0110,243
Total number of active participants reported on line 7a of the Form 55002022-01-016,775
Number of retired or separated participants receiving benefits2022-01-01190
Number of other retired or separated participants entitled to future benefits2022-01-012,880
Total of all active and inactive participants2022-01-019,845
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0156
Total participants2022-01-019,901
Number of participants with account balances2022-01-019,371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011,734
2021: LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-019,301
Total number of active participants reported on line 7a of the Form 55002021-01-017,411
Number of retired or separated participants receiving benefits2021-01-01178
Number of other retired or separated participants entitled to future benefits2021-01-012,616
Total of all active and inactive participants2021-01-0110,205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0138
Total participants2021-01-0110,243
Number of participants with account balances2021-01-019,261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011,613
2020: LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-018,998
Total number of active participants reported on line 7a of the Form 55002020-01-016,692
Number of retired or separated participants receiving benefits2020-01-01253
Number of other retired or separated participants entitled to future benefits2020-01-012,326
Total of all active and inactive participants2020-01-019,271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0130
Total participants2020-01-019,301
Number of participants with account balances2020-01-018,714
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011,214
2019: LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-018,517
Total number of active participants reported on line 7a of the Form 55002019-01-016,660
Number of retired or separated participants receiving benefits2019-01-01151
Number of other retired or separated participants entitled to future benefits2019-01-012,162
Total of all active and inactive participants2019-01-018,973
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0125
Total participants2019-01-018,998
Number of participants with account balances2019-01-018,639
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011,348
2018: LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-018,929
Total number of active participants reported on line 7a of the Form 55002018-01-016,931
Number of retired or separated participants receiving benefits2018-01-01110
Number of other retired or separated participants entitled to future benefits2018-01-011,914
Total of all active and inactive participants2018-01-018,955
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0120
Total participants2018-01-018,975
Number of participants with account balances2018-01-018,517
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011,201
2017: LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-018,797
Total number of active participants reported on line 7a of the Form 55002017-01-016,909
Number of retired or separated participants receiving benefits2017-01-0183
Number of other retired or separated participants entitled to future benefits2017-01-011,918
Total of all active and inactive participants2017-01-018,910
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0119
Total participants2017-01-018,929
Number of participants with account balances2017-01-018,394
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011,218
2016: LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-018,404
Total number of active participants reported on line 7a of the Form 55002016-01-016,984
Number of retired or separated participants receiving benefits2016-01-0155
Number of other retired or separated participants entitled to future benefits2016-01-011,758
Total of all active and inactive participants2016-01-018,797
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0110
Total participants2016-01-018,807
Number of participants with account balances2016-01-018,292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011,220
2015: LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-018,112
Total number of active participants reported on line 7a of the Form 55002015-01-016,762
Number of retired or separated participants receiving benefits2015-01-019
Number of other retired or separated participants entitled to future benefits2015-01-011,633
Total of all active and inactive participants2015-01-018,404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-018,404
Number of participants with account balances2015-01-017,847
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011,120
2014: LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-018,428
Total number of active participants reported on line 7a of the Form 55002014-01-016,451
Number of retired or separated participants receiving benefits2014-01-0110
Number of other retired or separated participants entitled to future benefits2014-01-011,651
Total of all active and inactive participants2014-01-018,112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-018,112
Number of participants with account balances2014-01-017,568
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011,330
2013: LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-017,884
Total number of active participants reported on line 7a of the Form 55002013-01-016,771
Number of retired or separated participants receiving benefits2013-01-0140
Number of other retired or separated participants entitled to future benefits2013-01-011,613
Total of all active and inactive participants2013-01-018,424
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-018,428
Number of participants with account balances2013-01-017,484
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011,026
2012: LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-017,597
Total number of active participants reported on line 7a of the Form 55002012-01-016,354
Number of retired or separated participants receiving benefits2012-01-0129
Number of other retired or separated participants entitled to future benefits2012-01-011,498
Total of all active and inactive participants2012-01-017,881
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-017,884
Number of participants with account balances2012-01-016,881
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01280
2011: LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-017,600
Total number of active participants reported on line 7a of the Form 55002011-01-016,098
Number of retired or separated participants receiving benefits2011-01-0110
Number of other retired or separated participants entitled to future benefits2011-01-011,487
Total of all active and inactive participants2011-01-017,595
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-017,597
Number of participants with account balances2011-01-016,381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01219
2010: LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-018,133
Total number of active participants reported on line 7a of the Form 55002010-01-016,124
Number of retired or separated participants receiving benefits2010-01-016
Number of other retired or separated participants entitled to future benefits2010-01-011,469
Total of all active and inactive participants2010-01-017,599
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-017,600
Number of participants with account balances2010-01-016,334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01153
2009: LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-019,780
Total number of active participants reported on line 7a of the Form 55002009-01-016,508
Number of retired or separated participants receiving benefits2009-01-015
Number of other retired or separated participants entitled to future benefits2009-01-011,620
Total of all active and inactive participants2009-01-018,133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-018,133
Number of participants with account balances2009-01-016,748
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01178

Financial Data on LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-3,518,280
Total unrealized appreciation/depreciation of assets2022-12-31$-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 assets2022-12-31$209,773
Total of all expenses incurred2022-12-31$28,549,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$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 year2022-12-31$274,741,580
Value of total assets at beginning of year2022-12-31$321,942,535
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$140,159
Total interest from all sources2022-12-31$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 year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$12,831,471
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$16,189,840
Participant contributions at end of year2022-12-31$7,730,736
Participant contributions at beginning of year2022-12-31$7,644,254
Participant contributions at end of year2022-12-31$329,175
Participant contributions at beginning of year2022-12-31$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 year2022-12-31$301,389
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$126,944
Other income not declared elsewhere2022-12-31$-647,966
Administrative expenses (other) incurred2022-12-31$140,159
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-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)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$181,126,185
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$215,095,889
Interest on participant loans2022-12-31$369,173
Value of interest in common/collective trusts at end of year2022-12-31$79,013,854
Value of interest in common/collective trusts at beginning of year2022-12-31$89,040,035
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$858,659
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$501,920
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$501,920
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-48,376,329
Net investment gain or loss from common/collective trusts2022-12-31$-6,987,983
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$5,314,426
Assets. Invements in employer securities at beginning of year2022-12-31$9,197,031
Contributions received in cash from employer2022-12-31$10,195,653
Employer contributions (assets) at end of year2022-12-31$368,545
Employer contributions (assets) at beginning of year2022-12-31$166,901
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$28,409,519
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$477,968
Aggregate carrying amount (costs) on sale of assets2022-12-31$268,195
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-895,291
Total unrealized appreciation/depreciation of assets2021-12-31$-895,291
Total transfer of assets to this plan2021-12-31$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$64,972,256
Total loss/gain on sale of assets2021-12-31$-50,439
Total of all expenses incurred2021-12-31$34,653,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$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 year2021-12-31$321,942,535
Value of total assets at beginning of year2021-12-31$290,109,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$211,899
Total interest from all sources2021-12-31$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 year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$15,828,173
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$21,645
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$16,025,474
Participant contributions at end of year2021-12-31$7,644,254
Participant contributions at beginning of year2021-12-31$8,234,880
Participant contributions at end of year2021-12-31$296,505
Participant contributions at beginning of year2021-12-31$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 year2021-12-31$126,944
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$471,251
Other income not declared elsewhere2021-12-31$99,944
Administrative expenses (other) incurred2021-12-31$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 appraiser2021-12-31No
Value of net income/loss2021-12-31$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)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$215,095,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$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 year2021-12-31$89,040,035
Value of interest in common/collective trusts at beginning of year2021-12-31$80,545,327
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$501,920
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$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 trusts2021-12-31$10,827,342
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$9,197,031
Assets. Invements in employer securities at beginning of year2021-12-31$10,957,645
Contributions received in cash from employer2021-12-31$8,806,616
Employer contributions (assets) at end of year2021-12-31$166,901
Employer contributions (assets) at beginning of year2021-12-31$144,562
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$34,441,849
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$759,693
Aggregate carrying amount (costs) on sale of assets2021-12-31$810,132
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31GILMORE, JASION & MAHLER, LTD.
Accountancy firm EIN2021-12-31341827159
2020 : LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$2,296,924
Total unrealized appreciation/depreciation of assets2020-12-31$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$49,936,161
Total loss/gain on sale of assets2020-12-31$-92,405
Total of all expenses incurred2020-12-31$59,832,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$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 year2020-12-31$290,109,491
Value of total assets at beginning of year2020-12-31$299,650,948
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$172,959
Total interest from all sources2020-12-31$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 year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$9,707,281
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$12,646,815
Participant contributions at end of year2020-12-31$8,234,880
Participant contributions at beginning of year2020-12-31$10,384,978
Participant contributions at end of year2020-12-31$248,060
Participant contributions at beginning of year2020-12-31$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 year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$7,011
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$471,251
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$116,838
Other income not declared elsewhere2020-12-31$-2,223,255
Administrative expenses (other) incurred2020-12-31$172,959
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$17,088
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-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)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$189,979,017
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$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 year2020-12-31$80,545,327
Value of interest in common/collective trusts at beginning of year2020-12-31$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 trusts2020-12-31$6,270,504
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$10,957,645
Assets. Invements in employer securities at beginning of year2020-12-31$10,786,801
Contributions received in cash from employer2020-12-31$4,683,089
Employer contributions (assets) at end of year2020-12-31$144,562
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$59,659,072
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$1,964,910
Aggregate carrying amount (costs) on sale of assets2020-12-31$2,057,315
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31GILMORE, JASION & MAHLER, LTD.
Accountancy firm EIN2020-12-31341827159
2019 : LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$547,046
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$547,046
Total unrealized appreciation/depreciation of assets2019-12-31$547,046
Total unrealized appreciation/depreciation of assets2019-12-31$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 assets2019-12-31$1,157,336
Total loss/gain on sale of assets2019-12-31$1,157,336
Total of all expenses incurred2019-12-31$35,001,516
Total of all expenses incurred2019-12-31$35,001,516
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$34,731,724
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$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 year2019-12-31$299,650,948
Value of total assets at beginning of year2019-12-31$256,432,025
Value of total assets at beginning of year2019-12-31$256,432,025
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$269,792
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$269,792
Total interest from all sources2019-12-31$576,334
Total interest from all sources2019-12-31$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 year2019-12-31No
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 bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$14,515,675
Contributions received from participants2019-12-31$14,515,675
Participant contributions at end of year2019-12-31$10,384,978
Participant contributions at beginning of year2019-12-31$10,259,744
Participant contributions at beginning of year2019-12-31$10,259,744
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$123,224
Participant contributions at beginning of year2019-12-31$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 year2019-12-31$7,011
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$7,298
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$7,298
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$116,838
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$132,080
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$132,080
Administrative expenses (other) incurred2019-12-31$269,792
Administrative expenses (other) incurred2019-12-31$269,792
Total non interest bearing cash at end of year2019-12-31$17,088
Total non interest bearing cash at end of year2019-12-31$17,088
Total non interest bearing cash at beginning of year2019-12-31$77,368
Total non interest bearing cash at beginning of year2019-12-31$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 appraiser2019-12-31No
Value of net income/loss2019-12-31$43,234,165
Value of net income/loss2019-12-31$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)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$197,174,077
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$159,263,992
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$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 year2019-12-31$81,280,993
Value of interest in common/collective trusts at beginning of year2019-12-31$75,254,362
Value of interest in common/collective trusts at beginning of year2019-12-31$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 trusts2019-12-31$9,197,509
Net investment gain or loss from common/collective trusts2019-12-31$9,197,509
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$10,786,801
Assets. Invements in employer securities at beginning of year2019-12-31$11,399,016
Assets. Invements in employer securities at beginning of year2019-12-31$11,399,016
Contributions received in cash from employer2019-12-31$11,948,597
Contributions received in cash from employer2019-12-31$11,948,597
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$47,021
Employer contributions (assets) at beginning of year2019-12-31$47,021
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$34,731,724
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$34,731,724
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$2,183,843
Aggregate proceeds on sale of assets2019-12-31$2,183,843
Aggregate carrying amount (costs) on sale of assets2019-12-31$1,026,507
Aggregate carrying amount (costs) on sale of assets2019-12-31$1,026,507
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GILMORE, JASION & MAHLER, LTD.
Accountancy firm name2019-12-31GILMORE, JASION & MAHLER, LTD.
Accountancy firm EIN2019-12-31341827159
Accountancy firm EIN2019-12-31341827159
2018 : LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-1,435,189
Total unrealized appreciation/depreciation of assets2018-12-31$-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$13,206,863
Total loss/gain on sale of assets2018-12-31$-8,438
Total of all expenses incurred2018-12-31$22,969,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$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 year2018-12-31$256,432,025
Value of total assets at beginning of year2018-12-31$266,181,918
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$258,526
Total interest from all sources2018-12-31$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 year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$13,185,755
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$11,679,926
Participant contributions at end of year2018-12-31$10,259,744
Participant contributions at beginning of year2018-12-31$9,825,483
Participant contributions at end of year2018-12-31$123,224
Participant contributions at beginning of year2018-12-31$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 year2018-12-31$7,298
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$7,912
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$132,080
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$119,484
Administrative expenses (other) incurred2018-12-31$258,526
Total non interest bearing cash at end of year2018-12-31$77,368
Total non interest bearing cash at beginning of year2018-12-31$39,647
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-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)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$159,263,992
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$167,385,066
Interest on participant loans2018-12-31$476,940
Value of interest in common/collective trusts at end of year2018-12-31$75,254,362
Value of interest in common/collective trusts at beginning of year2018-12-31$74,802,030
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-23,436,817
Net investment gain or loss from common/collective trusts2018-12-31$-1,177
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$11,399,016
Assets. Invements in employer securities at beginning of year2018-12-31$13,977,333
Contributions received in cash from employer2018-12-31$6,663,501
Employer contributions (assets) at end of year2018-12-31$47,021
Employer contributions (assets) at beginning of year2018-12-31$34,210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$22,710,826
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$1,068,770
Aggregate carrying amount (costs) on sale of assets2018-12-31$1,077,208
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31GILMORE, JASION & MAHLER, LTD.
Accountancy firm EIN2018-12-31341827159
2017 : LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-884,846
Total unrealized appreciation/depreciation of assets2017-12-31$-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 assets2017-12-31$832,972
Total of all expenses incurred2017-12-31$22,375,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$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 year2017-12-31$266,181,918
Value of total assets at beginning of year2017-12-31$239,163,659
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$249,608
Total interest from all sources2017-12-31$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 year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$7,400,754
Administrative expenses professional fees incurred2017-12-31$54,656
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$10,826,544
Participant contributions at end of year2017-12-31$9,825,483
Participant contributions at beginning of year2017-12-31$9,326,107
Participant contributions at end of year2017-12-31$110,237
Participant contributions at beginning of year2017-12-31$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 year2017-12-31$7,912
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$119,484
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$297,061
Total non interest bearing cash at end of year2017-12-31$39,647
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$59,784
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$167,385,066
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$135,671,013
Interest on participant loans2017-12-31$412,454
Value of interest in common/collective trusts at end of year2017-12-31$74,802,030
Value of interest in common/collective trusts at beginning of year2017-12-31$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 trusts2017-12-31$5,417,721
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$13,977,333
Assets. Invements in employer securities at beginning of year2017-12-31$15,924,801
Contributions received in cash from employer2017-12-31$6,545,056
Employer contributions (assets) at end of year2017-12-31$34,210
Employer contributions (assets) at beginning of year2017-12-31$45,571
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$22,125,668
Contract administrator fees2017-12-31$135,168
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$1,749,873
Aggregate carrying amount (costs) on sale of assets2017-12-31$916,901
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31GILMORE, JASION & MAHLER, LTD.
Accountancy firm EIN2017-12-31341827159
2016 : LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$2,805,019
Total unrealized appreciation/depreciation of assets2016-12-31$2,805,019
Total transfer of assets to this plan2016-12-31$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 assets2016-12-31$942,948
Total of all expenses incurred2016-12-31$20,570,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$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 year2016-12-31$239,163,659
Value of total assets at beginning of year2016-12-31$166,867,365
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$143,638
Total interest from all sources2016-12-31$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 year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$4,655,259
Administrative expenses professional fees incurred2016-12-31$143,638
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$10,033,928
Participant contributions at end of year2016-12-31$9,326,107
Participant contributions at beginning of year2016-12-31$9,146,725
Participant contributions at end of year2016-12-31$115,746
Participant contributions at beginning of year2016-12-31$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 year2016-12-31$297,061
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$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 appraiser2016-12-31No
Value of net income/loss2016-12-31$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)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$135,671,013
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$111,577,853
Interest on participant loans2016-12-31$377,564
Value of interest in common/collective trusts at end of year2016-12-31$78,080,421
Value of interest in common/collective trusts at beginning of year2016-12-31$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 trusts2016-12-31$2,879,536
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$15,924,801
Assets. Invements in employer securities at beginning of year2016-12-31$14,189,493
Contributions received in cash from employer2016-12-31$6,329,060
Employer contributions (assets) at end of year2016-12-31$45,571
Employer contributions (assets) at beginning of year2016-12-31$38,644
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$20,426,368
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$2,113,330
Aggregate carrying amount (costs) on sale of assets2016-12-31$1,170,382
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31GILMORE, JASION & MAHLER, LTD.
Accountancy firm EIN2016-12-31341827159
2015 : LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-1,401,310
Total unrealized appreciation/depreciation of assets2015-12-31$-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$14,117,563
Total loss/gain on sale of assets2015-12-31$-4,336
Total of all expenses incurred2015-12-31$18,234,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$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 year2015-12-31$166,867,365
Value of total assets at beginning of year2015-12-31$170,792,084
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$166,450
Total interest from all sources2015-12-31$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 year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$7,248,462
Administrative expenses professional fees incurred2015-12-31$22,210
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$9,682,790
Participant contributions at end of year2015-12-31$9,146,725
Participant contributions at beginning of year2015-12-31$8,760,193
Participant contributions at end of year2015-12-31$126,575
Participant contributions at beginning of year2015-12-31$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 year2015-12-31$374,987
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$183,217
Other income not declared elsewhere2015-12-31$-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 appraiser2015-12-31No
Value of net income/loss2015-12-31$-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)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$111,577,853
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$113,650,987
Interest on participant loans2015-12-31$373,620
Value of interest in common/collective trusts at end of year2015-12-31$31,788,075
Value of interest in common/collective trusts at beginning of year2015-12-31$31,233,066
Net investment gain or loss from common/collective trusts2015-12-31$575,107
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$14,189,493
Assets. Invements in employer securities at beginning of year2015-12-31$17,132,570
Contributions received in cash from employer2015-12-31$5,574,971
Employer contributions (assets) at end of year2015-12-31$38,644
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$18,067,602
Contract administrator fees2015-12-31$144,240
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$1,450,934
Aggregate carrying amount (costs) on sale of assets2015-12-31$1,455,270
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31GILMORE, JASION & MAHLER, LTD.
Accountancy firm EIN2015-12-31341827159
2014 : LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-3,232,403
Total unrealized appreciation/depreciation of assets2014-12-31$-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 assets2014-12-31$52,091
Total of all expenses incurred2014-12-31$15,816,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$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 year2014-12-31$170,792,084
Value of total assets at beginning of year2014-12-31$165,883,775
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$54,264
Total interest from all sources2014-12-31$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 year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$7,086,016
Administrative expenses professional fees incurred2014-12-31$54,264
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$8,780,906
Participant contributions at end of year2014-12-31$8,760,193
Participant contributions at beginning of year2014-12-31$8,264,929
Participant contributions at end of year2014-12-31$15,268
Participant contributions at beginning of year2014-12-31$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 year2014-12-31$183,217
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$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 appraiser2014-12-31No
Value of net income/loss2014-12-31$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)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$113,650,987
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$105,452,994
Interest on participant loans2014-12-31$377,338
Value of interest in common/collective trusts at end of year2014-12-31$31,233,066
Value of interest in common/collective trusts at beginning of year2014-12-31$29,988,498
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-1,305,587
Net investment gain or loss from common/collective trusts2014-12-31$2,442,371
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$17,132,570
Assets. Invements in employer securities at beginning of year2014-12-31$22,047,909
Contributions received in cash from employer2014-12-31$5,498,743
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$36,095
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$15,762,541
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$135,119
Aggregate carrying amount (costs) on sale of assets2014-12-31$83,028
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GRANT THORNTON LLP
Accountancy firm EIN2014-12-31366055558
2013 : LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$11,947,469
Total unrealized appreciation/depreciation of assets2013-12-31$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 assets2013-12-31$561,633
Total of all expenses incurred2013-12-31$14,096,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$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 year2013-12-31$165,883,775
Value of total assets at beginning of year2013-12-31$133,802,488
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$40,594
Total interest from all sources2013-12-31$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 year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$3,862,837
Administrative expenses professional fees incurred2013-12-31$40,594
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$8,512,694
Participant contributions at end of year2013-12-31$8,264,929
Participant contributions at beginning of year2013-12-31$7,594,618
Participant contributions at end of year2013-12-31$93,350
Participant contributions at beginning of year2013-12-31$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 year2013-12-31$148,417
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$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 appraiser2013-12-31No
Value of net income/loss2013-12-31$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)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$105,452,994
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$86,847,526
Interest on participant loans2013-12-31$331,570
Value of interest in common/collective trusts at end of year2013-12-31$29,988,498
Value of interest in common/collective trusts at beginning of year2013-12-31$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 trusts2013-12-31$1,089,012
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$22,047,909
Assets. Invements in employer securities at beginning of year2013-12-31$11,352,200
Contributions received in cash from employer2013-12-31$4,739,148
Employer contributions (assets) at end of year2013-12-31$36,095
Employer contributions (assets) at beginning of year2013-12-31$31,039
Income. Dividends from common stock2013-12-31$31,525
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$14,055,960
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$1,905,766
Aggregate carrying amount (costs) on sale of assets2013-12-31$1,344,133
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GRANT THORNTON LLP
Accountancy firm EIN2013-12-31366055558
2012 : LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,787,368
Total unrealized appreciation/depreciation of assets2012-12-31$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 assets2012-12-31$223,694
Total of all expenses incurred2012-12-31$12,983,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$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 year2012-12-31$133,802,488
Value of total assets at beginning of year2012-12-31$123,143,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$31,968
Total interest from all sources2012-12-31$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 year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,947,808
Administrative expenses professional fees incurred2012-12-31$31,968
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$7,316,081
Participant contributions at end of year2012-12-31$7,594,618
Participant contributions at beginning of year2012-12-31$7,448,979
Participant contributions at end of year2012-12-31$78,290
Participant contributions at beginning of year2012-12-31$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 year2012-12-31$164,305
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$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 appraiser2012-12-31No
Value of net income/loss2012-12-31$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)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$86,847,526
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$81,086,056
Interest on participant loans2012-12-31$329,282
Value of interest in common/collective trusts at end of year2012-12-31$27,898,815
Value of interest in common/collective trusts at beginning of year2012-12-31$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 trusts2012-12-31$1,521,833
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$11,352,200
Assets. Invements in employer securities at beginning of year2012-12-31$10,756,765
Contributions received in cash from employer2012-12-31$2,322,182
Employer contributions (assets) at end of year2012-12-31$31,039
Employer contributions (assets) at beginning of year2012-12-31$21,645
Income. Dividends from common stock2012-12-31$73,184
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$12,951,067
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$1,507,362
Aggregate carrying amount (costs) on sale of assets2012-12-31$1,283,668
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GRANT THORNTON LLP
Accountancy firm EIN2012-12-31366055558
2011 : LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$2,600,656
Total unrealized appreciation/depreciation of assets2011-12-31$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 assets2011-12-31$54,504
Total of all expenses incurred2011-12-31$13,055,167
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$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 year2011-12-31$123,143,536
Value of total assets at beginning of year2011-12-31$123,776,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$34,072
Total interest from all sources2011-12-31$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 year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$2,477,197
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$6,498,760
Participant contributions at end of year2011-12-31$7,448,979
Participant contributions at beginning of year2011-12-31$7,301,859
Participant contributions at end of year2011-12-31$54,864
Participant contributions at beginning of year2011-12-31$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 year2011-12-31$155,083
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$125,472
Administrative expenses (other) incurred2011-12-31$34,072
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-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)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$81,086,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$84,360,366
Interest on participant loans2011-12-31$345,230
Value of interest in common/collective trusts at end of year2011-12-31$23,775,227
Value of interest in common/collective trusts at beginning of year2011-12-31$22,746,236
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,533,708
Net investment gain or loss from common/collective trusts2011-12-31$506,068
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$10,756,765
Assets. Invements in employer securities at beginning of year2011-12-31$9,282,814
Contributions received in cash from employer2011-12-31$2,050,157
Employer contributions (assets) at end of year2011-12-31$21,645
Employer contributions (assets) at beginning of year2011-12-31$22,865
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$13,021,095
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$1,230,042
Aggregate carrying amount (costs) on sale of assets2011-12-31$1,175,538
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31PRICEWATERHOUSECOOPERS, LLP
Accountancy firm EIN2011-12-31134008324
2010 : LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-382,987
Total unrealized appreciation/depreciation of assets2010-12-31$-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 assets2010-12-31$144,074
Total of all expenses incurred2010-12-31$13,985,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$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 year2010-12-31$123,776,234
Value of total assets at beginning of year2010-12-31$117,415,724
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$34,976
Total interest from all sources2010-12-31$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 year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,764,126
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$6,431,871
Participant contributions at end of year2010-12-31$7,301,859
Participant contributions at beginning of year2010-12-31$7,326,442
Participant contributions at end of year2010-12-31$62,094
Participant contributions at beginning of year2010-12-31$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 year2010-12-31$125,472
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$151,795
Administrative expenses (other) incurred2010-12-31$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 appraiser2010-12-31No
Value of net income/loss2010-12-31$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)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$84,360,366
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$90,020,628
Interest on participant loans2010-12-31$397,476
Value of interest in common/collective trusts at end of year2010-12-31$22,746,236
Value of interest in common/collective trusts at beginning of year2010-12-31$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 trusts2010-12-31$1,888,259
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$9,282,814
Assets. Invements in employer securities at beginning of year2010-12-31$11,247,597
Contributions received in cash from employer2010-12-31$2,024,972
Employer contributions (assets) at end of year2010-12-31$22,865
Employer contributions (assets) at beginning of year2010-12-31$19,147
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$13,950,694
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$1,615,773
Aggregate carrying amount (costs) on sale of assets2010-12-31$1,471,699
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31PRICE, WATERHOUSE, COOPER, LLP
Accountancy firm EIN2010-12-31134008324
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 securities2009-12-31$0

Form 5500 Responses for LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN

2022: LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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