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WESLEY HALL FURNITURE, INC. 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameWESLEY HALL FURNITURE, INC. 401(K) RETIREMENT PLAN
Plan identification number 001

WESLEY HALL FURNITURE, INC. 401(K) 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.
  • 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.
  • 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

WESLEY HALL FURNITURE, INC. has sponsored the creation of one or more 401k plans.

Company Name:WESLEY HALL FURNITURE, INC.
Employer identification number (EIN):561642631
NAIC Classification:337000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESLEY HALL FURNITURE, INC. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01EDWARD M. DEAL2023-07-11
0012021-01-01EDWARD M. DEAL2022-09-25
0012020-01-01EDWARD M. DEAL2021-09-06
0012019-01-01
0012018-01-01
0012017-01-01EDWARD M. DEAL EDWARD M. DEAL2018-06-13
0012016-01-01EDWARD M. DEAL EDWARD M. DEAL2017-07-18
0012015-01-01EDWARD M. DEAL EDWARD M. DEAL2016-06-28
0012014-01-01EDWARD M. DEAL EDWARD M. DEAL2015-07-21
0012013-01-01EDWARD M. DEAL EDWARD M. DEAL2014-07-15
0012012-01-01EDWARD M. DEAL EDWARD M. DEAL2013-07-16
0012011-01-01EDWARD M. DEAL EDWARD M. DEAL2012-08-20
0012009-01-01EDWARD M. DEAL EDWARD M. DEAL2010-07-22

Plan Statistics for WESLEY HALL FURNITURE, INC. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for WESLEY HALL FURNITURE, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2022: WESLEY HALL FURNITURE, INC. 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01249
Total number of active participants reported on line 7a of the Form 55002022-01-01245
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0128
Total of all active and inactive participants2022-01-01275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01275
Number of participants with account balances2022-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0115
2021: WESLEY HALL FURNITURE, INC. 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01228
Total number of active participants reported on line 7a of the Form 55002021-01-01227
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0116
Total of all active and inactive participants2021-01-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01245
Number of participants with account balances2021-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0115
2020: WESLEY HALL FURNITURE, INC. 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01242
Total number of active participants reported on line 7a of the Form 55002020-01-01229
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-015
Total of all active and inactive participants2020-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01236
Number of participants with account balances2020-01-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WESLEY HALL FURNITURE, INC. 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01242
Total number of active participants reported on line 7a of the Form 55002019-01-01227
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-018
Total of all active and inactive participants2019-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01235
Number of participants with account balances2019-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-018
2018: WESLEY HALL FURNITURE, INC. 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01247
Total number of active participants reported on line 7a of the Form 55002018-01-01232
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-014
Total of all active and inactive participants2018-01-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01236
Number of participants with account balances2018-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-016
2017: WESLEY HALL FURNITURE, INC. 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01217
Total number of active participants reported on line 7a of the Form 55002017-01-01235
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01237
Number of participants with account balances2017-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: WESLEY HALL FURNITURE, INC. 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01215
Total number of active participants reported on line 7a of the Form 55002016-01-01205
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-013
Total of all active and inactive participants2016-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01208
Number of participants with account balances2016-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: WESLEY HALL FURNITURE, INC. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01217
Total number of active participants reported on line 7a of the Form 55002015-01-01204
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-014
Total of all active and inactive participants2015-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01208
Number of participants with account balances2015-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: WESLEY HALL FURNITURE, INC. 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01199
Total number of active participants reported on line 7a of the Form 55002014-01-01189
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-018
Total of all active and inactive participants2014-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01197
Number of participants with account balances2014-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: WESLEY HALL FURNITURE, INC. 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01180
Total number of active participants reported on line 7a of the Form 55002013-01-01182
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-016
Total of all active and inactive participants2013-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01188
Number of participants with account balances2013-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WESLEY HALL FURNITURE, INC. 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01186
Total number of active participants reported on line 7a of the Form 55002012-01-01164
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-017
Total of all active and inactive participants2012-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01171
Number of participants with account balances2012-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WESLEY HALL FURNITURE, INC. 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01187
Total number of active participants reported on line 7a of the Form 55002011-01-01175
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-018
Total of all active and inactive participants2011-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01183
Number of participants with account balances2011-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: WESLEY HALL FURNITURE, INC. 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01222
Total number of active participants reported on line 7a of the Form 55002009-01-01168
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0110
Total of all active and inactive participants2009-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01178
Number of participants with account balances2009-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0110

Financial Data on WESLEY HALL FURNITURE, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2022 : WESLEY HALL FURNITURE, INC. 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-680,239
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$713,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$676,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$704,013
Value of total assets at end of year2022-12-31$8,394,910
Value of total assets at beginning of year2022-12-31$9,789,028
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$36,928
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$339,524
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$339,524
Administrative expenses professional fees incurred2022-12-31$36,928
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$465,101
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$75,703
Other income not declared elsewhere2022-12-31$447
Total non interest bearing cash at end of year2022-12-31$147
Total non interest bearing cash at beginning of year2022-12-31$13,256
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,394,118
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,394,910
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,789,028
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$7,141,702
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,498,154
Value of interest in common/collective trusts at end of year2022-12-31$1,253,061
Value of interest in common/collective trusts at beginning of year2022-12-31$1,277,618
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,743,811
Net investment gain or loss from common/collective trusts2022-12-31$19,588
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$163,209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$676,951
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
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SMITH LEONARD PLLC
Accountancy firm EIN2022-12-31205907591
2021 : WESLEY HALL FURNITURE, INC. 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,551,380
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$710,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$677,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$515,443
Value of total assets at end of year2021-12-31$9,789,028
Value of total assets at beginning of year2021-12-31$8,947,839
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$33,153
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$33,153
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$408,530
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$12,817
Other income not declared elsewhere2021-12-31$250
Total non interest bearing cash at end of year2021-12-31$13,256
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$841,189
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,789,028
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,947,839
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$8,498,154
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,656,552
Value of interest in common/collective trusts at end of year2021-12-31$1,277,618
Value of interest in common/collective trusts at beginning of year2021-12-31$1,291,287
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,018,444
Net investment gain or loss from common/collective trusts2021-12-31$17,243
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$94,096
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$677,038
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SMITH LEONARD PLLC
Accountancy firm EIN2021-12-31205907591
2020 : WESLEY HALL FURNITURE, INC. 401(K) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,485,476
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$382,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$291,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$564,629
Value of total assets at end of year2020-12-31$8,947,839
Value of total assets at beginning of year2020-12-31$7,845,284
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$91,816
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$235,439
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$235,439
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$420,722
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$49,370
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$1,102,555
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,947,839
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,845,284
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
Investment advisory and management fees2020-12-31$91,816
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,656,552
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,760,503
Value of interest in common/collective trusts at end of year2020-12-31$1,291,287
Value of interest in common/collective trusts at beginning of year2020-12-31$1,084,781
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$664,379
Net investment gain or loss from common/collective trusts2020-12-31$21,029
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
Contributions received in cash from employer2020-12-31$94,537
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$291,105
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
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SMITH LEONARD PLLC
Accountancy firm EIN2020-12-31205907591
2019 : WESLEY HALL FURNITURE, INC. 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,802,114
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$247,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$169,337
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$622,073
Value of total assets at end of year2019-12-31$7,845,284
Value of total assets at beginning of year2019-12-31$6,291,007
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$78,500
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$222,652
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$222,652
Administrative expenses professional fees incurred2019-12-31$78,500
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$387,040
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$154,333
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$1,554,277
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,845,284
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,291,007
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 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$6,760,503
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,369,680
Value of interest in common/collective trusts at end of year2019-12-31$1,084,781
Value of interest in common/collective trusts at beginning of year2019-12-31$921,327
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$936,636
Net investment gain or loss from common/collective trusts2019-12-31$20,753
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$80,700
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$169,337
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
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
Accountancy firm name2019-12-31SMITH LEONARD PLLC
Accountancy firm EIN2019-12-31205907591
2018 : WESLEY HALL FURNITURE, INC. 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$64,617
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$291,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$213,095
Value of total corrective distributions2018-12-31$2,367
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$393,052
Value of total assets at end of year2018-12-31$6,291,007
Value of total assets at beginning of year2018-12-31$6,517,448
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$75,596
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$267,222
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$267,222
Administrative expenses professional fees incurred2018-12-31$43,275
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$317,053
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$12,786
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-226,441
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,291,007
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,517,448
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
Investment advisory and management fees2018-12-31$32,321
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,369,680
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,752,463
Value of interest in common/collective trusts at end of year2018-12-31$921,327
Value of interest in common/collective trusts at beginning of year2018-12-31$764,985
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-609,156
Net investment gain or loss from common/collective trusts2018-12-31$13,499
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
Contributions received in cash from employer2018-12-31$63,213
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$213,095
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
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 name2018-12-31SMITH LEONARD PLLC
Accountancy firm EIN2018-12-31205907591
2017 : WESLEY HALL FURNITURE, INC. 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,243,240
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$134,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$85,347
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$380,107
Value of total assets at end of year2017-12-31$6,517,448
Value of total assets at beginning of year2017-12-31$5,408,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$48,829
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$209,584
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$209,584
Administrative expenses professional fees incurred2017-12-31$46,244
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$298,823
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$23,036
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$1,109,064
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,517,448
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,408,384
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$2,585
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,752,463
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,202,979
Value of interest in common/collective trusts at end of year2017-12-31$764,985
Value of interest in common/collective trusts at beginning of year2017-12-31$205,405
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$646,850
Net investment gain or loss from common/collective trusts2017-12-31$6,699
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
Contributions received in cash from employer2017-12-31$58,248
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$85,347
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
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 name2017-12-31SMITH LEONARD PLLC
Accountancy firm EIN2017-12-31205907591
2016 : WESLEY HALL FURNITURE, INC. 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$608,178
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$629,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$587,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$316,966
Value of total assets at end of year2016-12-31$5,408,384
Value of total assets at beginning of year2016-12-31$5,429,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$41,672
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$41,672
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$251,148
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$13,718
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-21,107
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,408,384
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,429,491
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$5,202,979
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,202,505
Value of interest in common/collective trusts at end of year2016-12-31$205,405
Value of interest in common/collective trusts at beginning of year2016-12-31$226,986
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$288,461
Net investment gain or loss from common/collective trusts2016-12-31$2,751
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
Contributions received in cash from employer2016-12-31$52,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$587,613
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
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 name2016-12-31SMITH LEONARD PLLC
Accountancy firm EIN2016-12-31205907591
2015 : WESLEY HALL FURNITURE, INC. 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$475,325
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$272,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$230,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$449,946
Value of total assets at end of year2015-12-31$5,429,491
Value of total assets at beginning of year2015-12-31$5,226,189
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$41,949
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$41,949
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$247,599
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$152,188
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$203,302
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,429,491
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,226,189
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$5,202,505
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,803,535
Value of interest in common/collective trusts at end of year2015-12-31$226,986
Value of interest in common/collective trusts at beginning of year2015-12-31$422,654
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$20,283
Net investment gain or loss from common/collective trusts2015-12-31$5,096
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
Contributions received in cash from employer2015-12-31$50,159
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$230,074
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 name2015-12-31SMITH LEONARD PLLC
Accountancy firm EIN2015-12-31205907591
2014 : WESLEY HALL FURNITURE, INC. 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$549,222
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$393,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$354,004
Value of total corrective distributions2014-12-31$2,482
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$290,098
Value of total assets at end of year2014-12-31$5,226,189
Value of total assets at beginning of year2014-12-31$5,070,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$36,856
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$36,856
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$211,163
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$36,681
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$155,880
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,226,189
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,070,309
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$4,803,535
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,635,443
Value of interest in common/collective trusts at end of year2014-12-31$422,654
Value of interest in common/collective trusts at beginning of year2014-12-31$434,866
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$254,532
Net investment gain or loss from common/collective trusts2014-12-31$4,592
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$42,254
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$354,004
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 name2014-12-31SMITH LEONARD PLLC
Accountancy firm EIN2014-12-31205907591
2013 : WESLEY HALL FURNITURE, INC. 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,015,295
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$758,416
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$739,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$224,185
Value of total assets at end of year2013-12-31$5,070,309
Value of total assets at beginning of year2013-12-31$4,813,430
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$18,938
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$18,938
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$186,474
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$256,879
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,070,309
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,813,430
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$4,635,443
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,520,321
Value of interest in common/collective trusts at end of year2013-12-31$434,866
Value of interest in common/collective trusts at beginning of year2013-12-31$293,109
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$787,712
Net investment gain or loss from common/collective trusts2013-12-31$3,398
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
Contributions received in cash from employer2013-12-31$37,711
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$739,478
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 name2013-12-31SMITH LEONARD PLLC
Accountancy firm EIN2013-12-31205907591
2012 : WESLEY HALL FURNITURE, INC. 401(K) 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$0
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$676,524
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$280,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$263,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$155,785
Value of total assets at end of year2012-12-31$4,813,430
Value of total assets at beginning of year2012-12-31$4,417,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$16,359
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$16,359
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$155,785
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$396,278
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,813,430
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,417,152
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$4,520,321
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,988,749
Value of interest in common/collective trusts at end of year2012-12-31$293,109
Value of interest in common/collective trusts at beginning of year2012-12-31$428,403
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$519,410
Net investment gain or loss from common/collective trusts2012-12-31$1,329
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$263,887
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 name2012-12-31SMITH LEONARD PLLC
Accountancy firm EIN2012-12-31205907591
2011 : WESLEY HALL FURNITURE, INC. 401(K) 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$206,494
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$419,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$397,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$204,079
Value of total assets at end of year2011-12-31$4,417,152
Value of total assets at beginning of year2011-12-31$4,630,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$22,057
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$22,057
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$168,356
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$35,723
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-213,260
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,417,152
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,630,412
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$3,988,749
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,360,772
Value of interest in common/collective trusts at end of year2011-12-31$428,403
Value of interest in common/collective trusts at beginning of year2011-12-31$269,640
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$1,218
Net investment gain or loss from common/collective trusts2011-12-31$1,197
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$397,697
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 name2011-12-31SMITH LEONARD PLLC
Accountancy firm EIN2011-12-31205907591
2010 : WESLEY HALL FURNITURE, INC. 401(K) 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$708,490
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$313,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$291,637
Value of total corrective distributions2010-12-31$7,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$191,078
Value of total assets at end of year2010-12-31$4,630,412
Value of total assets at beginning of year2010-12-31$4,235,911
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$15,165
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$15,165
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
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$180,601
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$10,477
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$394,501
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,630,412
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,235,911
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$4,360,772
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,235,911
Value of interest in common/collective trusts at end of year2010-12-31$269,640
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$517,412
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$291,637
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 name2010-12-31CAPPS, ARMSTRONG & PRIESTLEY, LLP
Accountancy firm EIN2010-12-31561040803

Form 5500 Responses for WESLEY HALL FURNITURE, INC. 401(K) RETIREMENT PLAN

2022: WESLEY HALL FURNITURE, INC. 401(K) RETIREMENT 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: WESLEY HALL FURNITURE, INC. 401(K) RETIREMENT 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: WESLEY HALL FURNITURE, INC. 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
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: WESLEY HALL FURNITURE, INC. 401(K) RETIREMENT 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: WESLEY HALL FURNITURE, INC. 401(K) RETIREMENT 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: WESLEY HALL FURNITURE, INC. 401(K) RETIREMENT 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: WESLEY HALL FURNITURE, INC. 401(K) RETIREMENT 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: WESLEY HALL FURNITURE, INC. 401(K) 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: WESLEY HALL FURNITURE, INC. 401(K) 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: WESLEY HALL FURNITURE, INC. 401(K) 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: WESLEY HALL FURNITURE, INC. 401(K) 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: WESLEY HALL FURNITURE, INC. 401(K) 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: WESLEY HALL FURNITURE, INC. 401(K) 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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