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SOUTHWESTERN FURNITURE OF WISCONSIN, LLC RETIREMENT PLAN 401k Plan overview

Plan NameSOUTHWESTERN FURNITURE OF WISCONSIN, LLC RETIREMENT PLAN
Plan identification number 001

SOUTHWESTERN FURNITURE OF WISCONSIN, LLC RETIREMENT 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.
  • 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SOUTHWESTERN FURNITURE OF WISCONSIN , LLC has sponsored the creation of one or more 401k plans.

Company Name:SOUTHWESTERN FURNITURE OF WISCONSIN , LLC
Employer identification number (EIN):392031155
NAIC Classification:337000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHWESTERN FURNITURE OF WISCONSIN, LLC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01SUSAN REUTER
0012016-01-01
0012015-01-01TROY MULLER
0012014-01-01TROY MULLER
0012013-01-01TROY MULLER
0012012-01-01TROY MULLER TROY MULLER2013-10-15
0012011-01-01RONALD E PUGH
0012009-01-01RONALD E PUGH RONALD E PUGH2010-10-15

Plan Statistics for SOUTHWESTERN FURNITURE OF WISCONSIN, LLC RETIREMENT PLAN

401k plan membership statisitcs for SOUTHWESTERN FURNITURE OF WISCONSIN, LLC RETIREMENT PLAN

Measure Date Value
2016: SOUTHWESTERN FURNITURE OF WISCONSIN, LLC RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01888
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SOUTHWESTERN FURNITURE OF WISCONSIN, LLC RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01884
Total number of active participants reported on line 7a of the Form 55002015-01-01601
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01237
Total of all active and inactive participants2015-01-01838
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01838
Number of participants with account balances2015-01-01657
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SOUTHWESTERN FURNITURE OF WISCONSIN, LLC RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01886
Total number of active participants reported on line 7a of the Form 55002014-01-01577
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01230
Total of all active and inactive participants2014-01-01807
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01807
Number of participants with account balances2014-01-01686
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SOUTHWESTERN FURNITURE OF WISCONSIN, LLC RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,092
Total number of active participants reported on line 7a of the Form 55002013-01-01598
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01223
Total of all active and inactive participants2013-01-01821
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01822
Number of participants with account balances2013-01-01637
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SOUTHWESTERN FURNITURE OF WISCONSIN, LLC RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01808
Total number of active participants reported on line 7a of the Form 55002012-01-01596
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01323
Total of all active and inactive participants2012-01-01919
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01921
Number of participants with account balances2012-01-01729
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SOUTHWESTERN FURNITURE OF WISCONSIN, LLC RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01700
Total number of active participants reported on line 7a of the Form 55002011-01-01582
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01166
Total of all active and inactive participants2011-01-01748
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01748
Number of participants with account balances2011-01-01628
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: SOUTHWESTERN FURNITURE OF WISCONSIN, LLC RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01623
Total number of active participants reported on line 7a of the Form 55002009-01-01471
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0146
Total of all active and inactive participants2009-01-01517
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01517
Number of participants with account balances2009-01-01463
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SOUTHWESTERN FURNITURE OF WISCONSIN, LLC RETIREMENT PLAN

Measure Date Value
2016 : SOUTHWESTERN FURNITURE OF WISCONSIN, LLC RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-03-31$0
Total transfer of assets to this plan2016-03-31$7,433
Total transfer of assets from this plan2016-03-31$1,952,773
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$7,980
Total income from all sources (including contributions)2016-03-31$6,072
Total loss/gain on sale of assets2016-03-31$0
Total of all expenses incurred2016-03-31$17,164
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-31$18,761
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-03-31$78,696
Value of total assets at end of year2016-03-31$0
Value of total assets at beginning of year2016-03-31$1,964,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-03-31$-1,597
Total interest from all sources2016-03-31$961
Total dividends received (eg from common stock, registered investment company shares)2016-03-31$825
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-03-31$825
Was this plan covered by a fidelity bond2016-03-31Yes
Value of fidelity bond cover2016-03-31$500,000
If this is an individual account plan, was there a blackout period2016-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-03-31$0
Were there any nonexempt tranactions with any party-in-interest2016-03-31No
Contributions received from participants2016-03-31$78,696
Participant contributions at beginning of year2016-03-31$140,790
Participant contributions at beginning of year2016-03-31$6,598
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-03-31$7,980
Other income not declared elsewhere2016-03-31$-769
Administrative expenses (other) incurred2016-03-31$-1,597
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Value of net income/loss2016-03-31$-11,092
Value of net assets at end of year (total assets less liabilities)2016-03-31$0
Value of net assets at beginning of year (total assets less liabilities)2016-03-31$1,956,432
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-03-31No
Were any leases to which the plan was party in default or uncollectible2016-03-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-03-31$1,646,072
Interest on participant loans2016-03-31$961
Value of interest in common/collective trusts at beginning of year2016-03-31$170,952
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-03-31$-73,298
Net investment gain or loss from common/collective trusts2016-03-31$-343
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-03-31No
Was there a failure to transmit to the plan any participant contributions2016-03-31No
Has the plan failed to provide any benefit when due under the plan2016-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-03-31$18,761
Did the plan have assets held for investment2016-03-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-03-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-03-31Yes
Opinion of an independent qualified public accountant for this plan2016-03-31Disclaimer
Accountancy firm name2016-03-31HAWKINS ASH CPAS, LLP
Accountancy firm EIN2016-03-31390912608
2015 : SOUTHWESTERN FURNITURE OF WISCONSIN, LLC RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$18,757
Total transfer of assets from this plan2015-12-31$82,108
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$7,980
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$11,689
Total income from all sources (including contributions)2015-12-31$641,634
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,111,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,087,927
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$605,948
Value of total assets at end of year2015-12-31$1,964,412
Value of total assets at beginning of year2015-12-31$2,501,609
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$23,844
Total interest from all sources2015-12-31$6,498
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$27,903
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$27,903
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$602,598
Participant contributions at end of year2015-12-31$140,790
Participant contributions at end of year2015-12-31$6,598
Participant contributions at beginning of year2015-12-31$8,541
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$3,350
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$123,362
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$7,980
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$11,689
Other income not declared elsewhere2015-12-31$3,744
Administrative expenses (other) incurred2015-12-31$23,844
Total non interest bearing cash at beginning of year2015-12-31$156
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-470,137
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,956,432
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,489,920
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$1,646,072
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,147,154
Interest on participant loans2015-12-31$6,498
Value of interest in common/collective trusts at end of year2015-12-31$170,952
Value of interest in common/collective trusts at beginning of year2015-12-31$222,396
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,385
Net investment gain or loss from common/collective trusts2015-12-31$926
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,087,927
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HAWKINS ASH CPAS, LLP
Accountancy firm EIN2015-12-31390912608
2014 : SOUTHWESTERN FURNITURE OF WISCONSIN, LLC RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-17,806
Total unrealized appreciation/depreciation of assets2014-12-31$-17,806
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$11,689
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$10,028
Total income from all sources (including contributions)2014-12-31$836,618
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$647,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$618,958
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$687,838
Value of total assets at end of year2014-12-31$2,501,609
Value of total assets at beginning of year2014-12-31$2,311,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$28,877
Total interest from all sources2014-12-31$977
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$29,721
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$29,721
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$634,964
Participant contributions at end of year2014-12-31$8,541
Participant contributions at beginning of year2014-12-31$13,272
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$25,168
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$123,362
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$11,689
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$10,028
Other income not declared elsewhere2014-12-31$15,733
Administrative expenses (other) incurred2014-12-31$28,877
Total non interest bearing cash at end of year2014-12-31$156
Total non interest bearing cash at beginning of year2014-12-31$135
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$188,783
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,489,920
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,301,137
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$2,147,154
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,097,961
Interest on participant loans2014-12-31$977
Value of interest in common/collective trusts at end of year2014-12-31$222,396
Value of interest in common/collective trusts at beginning of year2014-12-31$199,797
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$118,670
Net investment gain or loss from common/collective trusts2014-12-31$1,485
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
Contributions received in cash from employer2014-12-31$27,706
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$618,958
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
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 name2014-12-31ERNST & YOUNG
Accountancy firm EIN2014-12-31346565596
2013 : SOUTHWESTERN FURNITURE OF WISCONSIN, LLC RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$299,942
Total unrealized appreciation/depreciation of assets2013-12-31$299,942
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$10,028
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$10,364
Total income from all sources (including contributions)2013-12-31$1,052,006
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$475,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$441,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$629,974
Value of total assets at end of year2013-12-31$2,311,165
Value of total assets at beginning of year2013-12-31$1,735,475
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$34,683
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$32,298
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$32,298
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$629,974
Participant contributions at end of year2013-12-31$13,272
Participant contributions at beginning of year2013-12-31$13,233
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$10,028
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$10,364
Other income not declared elsewhere2013-12-31$1,942
Administrative expenses (other) incurred2013-12-31$34,683
Total non interest bearing cash at end of year2013-12-31$135
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$576,026
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,301,137
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,725,111
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$2,097,961
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,561,376
Value of interest in common/collective trusts at end of year2013-12-31$199,797
Value of interest in common/collective trusts at beginning of year2013-12-31$160,866
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$87,232
Net investment gain or loss from common/collective trusts2013-12-31$618
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$441,297
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
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 name2013-12-31PRICEWATERHOUSE COOPERS
Accountancy firm EIN2013-12-31134008324
2012 : SOUTHWESTERN FURNITURE OF WISCONSIN, LLC RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$10,364
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$712,540
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$251,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$227,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$526,988
Value of total assets at end of year2012-12-31$1,735,475
Value of total assets at beginning of year2012-12-31$1,264,432
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$24,351
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$24,664
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$24,664
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$526,988
Participant contributions at end of year2012-12-31$13,233
Participant contributions at beginning of year2012-12-31$18,977
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$10,364
Other income not declared elsewhere2012-12-31$2,613
Administrative expenses (other) incurred2012-12-31$24,351
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$460,679
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,725,111
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,264,432
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$1,561,376
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,211,200
Value of interest in common/collective trusts at end of year2012-12-31$160,866
Value of interest in common/collective trusts at beginning of year2012-12-31$34,255
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$121,578
Net investment gain or loss from common/collective trusts2012-12-31$36,697
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$227,510
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
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 name2012-12-31PRICEWATERHOUSE COOPERS
Accountancy firm EIN2012-12-31134008324
2011 : SOUTHWESTERN FURNITURE OF WISCONSIN, LLC RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$447,668
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$229,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$226,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$474,414
Value of total assets at end of year2011-12-31$1,264,432
Value of total assets at beginning of year2011-12-31$1,045,917
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,355
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$18,844
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$18,844
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$474,414
Participant contributions at end of year2011-12-31$18,977
Participant contributions at beginning of year2011-12-31$4,400
Other income not declared elsewhere2011-12-31$2,078
Administrative expenses (other) incurred2011-12-31$2,355
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$218,515
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,264,432
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,045,917
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$1,211,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,016,909
Value of interest in common/collective trusts at end of year2011-12-31$34,255
Value of interest in common/collective trusts at beginning of year2011-12-31$24,608
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-48,525
Net investment gain or loss from common/collective trusts2011-12-31$857
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$226,798
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PRICEWATERHOUSECOOPERS
Accountancy firm EIN2011-12-31134008324
2010 : SOUTHWESTERN FURNITURE OF WISCONSIN, LLC RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$547,039
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$202,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$201,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$416,173
Value of total assets at end of year2010-12-31$1,045,917
Value of total assets at beginning of year2010-12-31$701,178
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$582
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$15,111
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$15,111
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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$416,173
Participant contributions at end of year2010-12-31$4,400
Participant contributions at beginning of year2010-12-31$4,996
Other income not declared elsewhere2010-12-31$38,941
Administrative expenses (other) incurred2010-12-31$582
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$344,739
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,045,917
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$701,178
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$1,016,909
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$676,903
Value of interest in common/collective trusts at end of year2010-12-31$24,608
Value of interest in common/collective trusts at beginning of year2010-12-31$19,279
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$75,780
Net investment gain or loss from common/collective trusts2010-12-31$1,034
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$201,718
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PRICEWATERHOUSECOOPERS
Accountancy firm EIN2010-12-31134008324
2009 : SOUTHWESTERN FURNITURE OF WISCONSIN, LLC RETIREMENT 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 SOUTHWESTERN FURNITURE OF WISCONSIN, LLC RETIREMENT PLAN

2016: SOUTHWESTERN FURNITURE OF WISCONSIN, LLC RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SOUTHWESTERN FURNITURE OF WISCONSIN, LLC RETIREMENT 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: SOUTHWESTERN FURNITURE OF WISCONSIN, LLC RETIREMENT 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: SOUTHWESTERN FURNITURE OF WISCONSIN, LLC RETIREMENT 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: SOUTHWESTERN FURNITURE OF WISCONSIN, LLC RETIREMENT 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: SOUTHWESTERN FURNITURE OF WISCONSIN, LLC RETIREMENT 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
2009: SOUTHWESTERN FURNITURE OF WISCONSIN, LLC RETIREMENT 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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