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Plan Name | HAVERTY FURNITURE COMPANIES INC RETIREMENT PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | HAVERTY FURNITURE COMPANIES, INC. |
Employer identification number (EIN): | 580281900 |
NAIC Classification: | 442110 |
NAIC Description: | Furniture Stores |
Additional information about HAVERTY FURNITURE COMPANIES, INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1946-06-28 |
Company Identification Number: | 0001168306 |
Legal Registered Office Address: |
PO BOX 420099 ATLANTA United States of America (USA) 30342 |
More information about HAVERTY FURNITURE COMPANIES, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2017-01-01 | ||||
001 | 2016-01-01 | ||||
001 | 2015-01-01 | ||||
001 | 2014-01-01 | ||||
001 | 2013-01-01 | ||||
001 | 2012-01-01 | BONNIE WEBB BERRY | |||
001 | 2011-01-01 | BONNIE WEBB BERRY | |||
001 | 2009-01-01 | BONNIE WEBB BERRY |
Measure | Date | Value |
---|---|---|
2017: HAVERTY FURNITURE COMPANIES INC RETIREMENT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 0 |
2016: HAVERTY FURNITURE COMPANIES INC RETIREMENT PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: HAVERTY FURNITURE COMPANIES INC RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 0 |
2014: HAVERTY FURNITURE COMPANIES INC RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 2,434 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 7 |
Total of all active and inactive participants | 2014-01-01 | 7 |
Total participants | 2014-01-01 | 7 |
2013: HAVERTY FURNITURE COMPANIES INC RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 2,537 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 950 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 882 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 482 |
Total of all active and inactive participants | 2013-01-01 | 2,314 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 120 |
Total participants | 2013-01-01 | 2,434 |
2012: HAVERTY FURNITURE COMPANIES INC RETIREMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 2,801 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1,119 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 802 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 503 |
Total of all active and inactive participants | 2012-01-01 | 2,424 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 113 |
Total participants | 2012-01-01 | 2,537 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: HAVERTY FURNITURE COMPANIES INC RETIREMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 2,989 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 1,228 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 747 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 717 |
Total of all active and inactive participants | 2011-01-01 | 2,692 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 109 |
Total participants | 2011-01-01 | 2,801 |
2009: HAVERTY FURNITURE COMPANIES INC RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 3,117 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 1,568 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 611 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 743 |
Total of all active and inactive participants | 2009-01-01 | 2,922 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 89 |
Total participants | 2009-01-01 | 3,011 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 38 |
Measure | Date | Value |
---|---|---|
2017 : HAVERTY FURNITURE COMPANIES INC RETIREMENT PLAN 2017 401k financial data | ||
Total income from all sources | 2017-12-31 | $2,538 |
Expenses. Total of all expenses incurred | 2017-12-31 | $440,311 |
Benefits paid (including direct rollovers) | 2017-12-31 | $368,256 |
Total plan assets at end of year | 2017-12-31 | $0 |
Total plan assets at beginning of year | 2017-12-31 | $437,773 |
Value of fidelity bond covering the plan | 2017-12-31 | $1,000,000 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $22,386 |
Other income received | 2017-12-31 | $2,538 |
Net income (gross income less expenses) | 2017-12-31 | $-437,773 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $437,773 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $49,669 |
2016 : HAVERTY FURNITURE COMPANIES INC RETIREMENT PLAN 2016 401k financial data | ||
Total plan liabilities at beginning of year | 2016-12-31 | $5,704 |
Total income from all sources | 2016-12-31 | $9,549 |
Expenses. Total of all expenses incurred | 2016-12-31 | $33,925 |
Total plan assets at end of year | 2016-12-31 | $437,773 |
Total plan assets at beginning of year | 2016-12-31 | $467,853 |
Value of fidelity bond covering the plan | 2016-12-31 | $1,000,000 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $13,006 |
Other income received | 2016-12-31 | $9,549 |
Net income (gross income less expenses) | 2016-12-31 | $-24,376 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $437,773 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $462,149 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $20,919 |
2015 : HAVERTY FURNITURE COMPANIES INC RETIREMENT PLAN 2015 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $5,704 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $310,035 |
Total income from all sources (including contributions) | 2015-12-31 | $442 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $347,616 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $162,162 |
Value of total assets at end of year | 2015-12-31 | $467,853 |
Value of total assets at beginning of year | 2015-12-31 | $1,119,358 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $185,454 |
Total interest from all sources | 2015-12-31 | $442 |
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 year | 2015-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2015-12-31 | $0 |
Administrative expenses professional fees incurred | 2015-12-31 | $174,204 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $92 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $424 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $5,704 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $310,035 |
Administrative expenses (other) incurred | 2015-12-31 | $11,250 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-347,174 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $462,149 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $809,323 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $467,761 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $1,118,934 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $1,118,934 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $442 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Income. Dividends from common stock | 2015-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $162,162 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Aggregate proceeds on sale of assets | 2015-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | WINDHAM BRANNON, PC |
Accountancy firm EIN | 2015-12-31 | 581763439 |
2014 : HAVERTY FURNITURE COMPANIES INC RETIREMENT PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $-18,569,993 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $-18,569,993 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $310,035 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $78,345 |
Total income from all sources (including contributions) | 2014-12-31 | $6,857,333 |
Total loss/gain on sale of assets | 2014-12-31 | $25,065,732 |
Total of all expenses incurred | 2014-12-31 | $88,873,674 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $87,387,772 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $0 |
Value of total assets at end of year | 2014-12-31 | $1,119,358 |
Value of total assets at beginning of year | 2014-12-31 | $82,904,009 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $1,485,902 |
Total interest from all sources | 2014-12-31 | $2,910 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $27,454 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2014-12-31 | $0 |
Administrative expenses professional fees incurred | 2014-12-31 | $1,118,499 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $424 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $6 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $310,035 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $78,345 |
Other income not declared elsewhere | 2014-12-31 | $331,230 |
Administrative expenses (other) incurred | 2014-12-31 | $114,309 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $-82,016,341 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $809,323 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $82,825,664 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $253,094 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $76,175,506 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $1,118,934 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $380,581 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $380,581 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $2,910 |
Asset value of US Government securities at beginning of year | 2014-12-31 | $2 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $0 |
Income. Dividends from common stock | 2014-12-31 | $27,454 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $87,387,772 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $6,347,914 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Aggregate proceeds on sale of assets | 2014-12-31 | $100,219,591 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $75,153,859 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | WINDHAM BRANNON, PC |
Accountancy firm EIN | 2014-12-31 | 581763439 |
2013 : HAVERTY FURNITURE COMPANIES INC RETIREMENT PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $600,863 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $600,863 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $78,345 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $68,983 |
Total income from all sources (including contributions) | 2013-12-31 | $13,338,003 |
Total loss/gain on sale of assets | 2013-12-31 | $8,491,117 |
Total of all expenses incurred | 2013-12-31 | $4,285,112 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $4,010,895 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $4,200,000 |
Value of total assets at end of year | 2013-12-31 | $82,904,009 |
Value of total assets at beginning of year | 2013-12-31 | $73,841,756 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $274,217 |
Total interest from all sources | 2013-12-31 | $217 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $45,792 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $6 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $58 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $78,345 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $68,983 |
Other income not declared elsewhere | 2013-12-31 | $14 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $9,052,891 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $82,825,664 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $73,772,773 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $274,217 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $76,175,506 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $69,975,676 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $380,581 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $518,050 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $518,050 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $217 |
Asset value of US Government securities at end of year | 2013-12-31 | $2 |
Asset value of US Government securities at beginning of year | 2013-12-31 | $2 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $4,200,000 |
Income. Dividends from common stock | 2013-12-31 | $45,792 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $4,010,895 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $6,347,914 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $3,347,970 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Aggregate proceeds on sale of assets | 2013-12-31 | $26,501,795 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $18,010,678 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | WINDHAM BRANNON, PC |
Accountancy firm EIN | 2013-12-31 | 581763439 |
2012 : HAVERTY FURNITURE COMPANIES INC RETIREMENT PLAN 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $7,958,462 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $7,958,462 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $68,983 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $52,267 |
Total income from all sources (including contributions) | 2012-12-31 | $13,132,039 |
Total loss/gain on sale of assets | 2012-12-31 | $1,956,664 |
Total of all expenses incurred | 2012-12-31 | $5,994,462 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $5,744,787 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $3,000,000 |
Value of total assets at end of year | 2012-12-31 | $73,841,756 |
Value of total assets at beginning of year | 2012-12-31 | $66,687,463 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $249,675 |
Total interest from all sources | 2012-12-31 | $358 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $216,244 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $58 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $53 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $68,983 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $52,267 |
Other income not declared elsewhere | 2012-12-31 | $311 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $7,137,577 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $73,772,773 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $66,635,196 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $249,675 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $69,975,676 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $64,120,333 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $518,050 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $354,769 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $354,769 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $358 |
Asset value of US Government securities at end of year | 2012-12-31 | $2 |
Asset value of US Government securities at beginning of year | 2012-12-31 | $2 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $3,000,000 |
Income. Dividends from common stock | 2012-12-31 | $216,244 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $5,744,787 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $3,347,970 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $2,212,306 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $13,690,772 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $11,734,108 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | WINDHAM BRANNON, PC |
Accountancy firm EIN | 2012-12-31 | 581763439 |
2011 : HAVERTY FURNITURE COMPANIES INC RETIREMENT PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $909,793 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $909,793 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $52,267 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $43,217 |
Total income from all sources (including contributions) | 2011-12-31 | $10,600,938 |
Total loss/gain on sale of assets | 2011-12-31 | $1,667,966 |
Total of all expenses incurred | 2011-12-31 | $3,768,802 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $3,572,199 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $8,000,000 |
Value of total assets at end of year | 2011-12-31 | $66,687,463 |
Value of total assets at beginning of year | 2011-12-31 | $59,846,277 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $196,603 |
Total interest from all sources | 2011-12-31 | $283 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $22,896 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $53 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $19 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $52,267 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $43,217 |
Total non interest bearing cash at end of year | 2011-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $278 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $6,832,136 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $66,635,196 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $59,803,060 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $196,603 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $64,120,333 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $56,886,263 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $354,769 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $326,113 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $326,113 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $283 |
Asset value of US Government securities at end of year | 2011-12-31 | $2 |
Asset value of US Government securities at beginning of year | 2011-12-31 | $3 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $8,000,000 |
Income. Dividends from common stock | 2011-12-31 | $22,896 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $3,572,199 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $2,212,306 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $2,633,601 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $11,359,734 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $9,691,768 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | WINDHAM BRANNON, P.C. |
Accountancy firm EIN | 2011-12-31 | 581763439 |
2010 : HAVERTY FURNITURE COMPANIES INC RETIREMENT PLAN 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $6,104,030 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $6,104,030 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $43,217 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $1,968,743 |
Total income from all sources (including contributions) | 2010-12-31 | $9,428,801 |
Total loss/gain on sale of assets | 2010-12-31 | $205,303 |
Total of all expenses incurred | 2010-12-31 | $3,599,320 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $3,434,726 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $3,100,000 |
Value of total assets at end of year | 2010-12-31 | $59,846,277 |
Value of total assets at beginning of year | 2010-12-31 | $55,942,322 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $164,594 |
Total interest from all sources | 2010-12-31 | $133 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $19,335 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $19 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $166 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $43,217 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $1,968,743 |
Total non interest bearing cash at end of year | 2010-12-31 | $278 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $5,829,481 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $59,803,060 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $53,973,579 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $164,594 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $56,886,263 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $50,847,661 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $326,113 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $353,581 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $353,581 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $133 |
Asset value of US Government securities at end of year | 2010-12-31 | $3 |
Asset value of US Government securities at beginning of year | 2010-12-31 | $1,942,459 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $3,100,000 |
Income. Dividends from common stock | 2010-12-31 | $19,335 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $3,434,726 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $2,633,601 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $2,798,455 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $5,414,109 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $5,208,806 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | WINDHAM BRANNON, P.C. |
Accountancy firm EIN | 2010-12-31 | 581763439 |
2017: HAVERTY FURNITURE COMPANIES INC RETIREMENT PLAN 2017 form 5500 responses | ||
---|---|---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | This submission is the final filing | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: HAVERTY FURNITURE COMPANIES INC RETIREMENT PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: HAVERTY FURNITURE COMPANIES INC RETIREMENT PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: HAVERTY FURNITURE COMPANIES INC RETIREMENT PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: HAVERTY FURNITURE COMPANIES INC RETIREMENT PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: HAVERTY FURNITURE COMPANIES INC RETIREMENT PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: HAVERTY FURNITURE COMPANIES INC RETIREMENT PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: HAVERTY FURNITURE COMPANIES INC RETIREMENT PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |