?>
Logo

HAVERTY FURNITURE COMPANIES INC RETIREMENT PLAN 401k Plan overview

Plan NameHAVERTY FURNITURE COMPANIES INC RETIREMENT PLAN
Plan identification number 001

HAVERTY FURNITURE COMPANIES INC RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

HAVERTY FURNITURE COMPANIES, INC. has sponsored the creation of one or more 401k plans.

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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HAVERTY FURNITURE COMPANIES INC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01BONNIE WEBB BERRY
0012011-01-01BONNIE WEBB BERRY
0012009-01-01BONNIE WEBB BERRY

Plan Statistics for HAVERTY FURNITURE COMPANIES INC RETIREMENT PLAN

401k plan membership statisitcs for HAVERTY FURNITURE COMPANIES INC RETIREMENT PLAN

Measure Date Value
2017: HAVERTY FURNITURE COMPANIES INC RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-010
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
2016: HAVERTY FURNITURE COMPANIES INC RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-010
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HAVERTY FURNITURE COMPANIES INC RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-017
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-010
2014: HAVERTY FURNITURE COMPANIES INC RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,434
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-017
Total of all active and inactive participants2014-01-017
Total participants2014-01-017
2013: HAVERTY FURNITURE COMPANIES INC RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,537
Total number of active participants reported on line 7a of the Form 55002013-01-01950
Number of retired or separated participants receiving benefits2013-01-01882
Number of other retired or separated participants entitled to future benefits2013-01-01482
Total of all active and inactive participants2013-01-012,314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01120
Total participants2013-01-012,434
2012: HAVERTY FURNITURE COMPANIES INC RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,801
Total number of active participants reported on line 7a of the Form 55002012-01-011,119
Number of retired or separated participants receiving benefits2012-01-01802
Number of other retired or separated participants entitled to future benefits2012-01-01503
Total of all active and inactive participants2012-01-012,424
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01113
Total participants2012-01-012,537
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HAVERTY FURNITURE COMPANIES INC RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,989
Total number of active participants reported on line 7a of the Form 55002011-01-011,228
Number of retired or separated participants receiving benefits2011-01-01747
Number of other retired or separated participants entitled to future benefits2011-01-01717
Total of all active and inactive participants2011-01-012,692
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01109
Total participants2011-01-012,801
2009: HAVERTY FURNITURE COMPANIES INC RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,117
Total number of active participants reported on line 7a of the Form 55002009-01-011,568
Number of retired or separated participants receiving benefits2009-01-01611
Number of other retired or separated participants entitled to future benefits2009-01-01743
Total of all active and inactive participants2009-01-012,922
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0189
Total participants2009-01-013,011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0138

Financial Data on HAVERTY FURNITURE COMPANIES INC RETIREMENT PLAN

Measure Date Value
2017 : HAVERTY FURNITURE COMPANIES INC RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$2,538
Expenses. Total of all expenses incurred2017-12-31$440,311
Benefits paid (including direct rollovers)2017-12-31$368,256
Total plan assets at end of year2017-12-31$0
Total plan assets at beginning of year2017-12-31$437,773
Value of fidelity bond covering the plan2017-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2017-12-31$22,386
Other income received2017-12-31$2,538
Net income (gross income less expenses)2017-12-31$-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 year2016-12-31$5,704
Total income from all sources2016-12-31$9,549
Expenses. Total of all expenses incurred2016-12-31$33,925
Total plan assets at end of year2016-12-31$437,773
Total plan assets at beginning of year2016-12-31$467,853
Value of fidelity bond covering the plan2016-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2016-12-31$13,006
Other income received2016-12-31$9,549
Net income (gross income less expenses)2016-12-31$-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 assets2015-12-31$0
Total of all expenses incurred2015-12-31$347,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$162,162
Value of total assets at end of year2015-12-31$467,853
Value of total assets at beginning of year2015-12-31$1,119,358
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$185,454
Total interest from all sources2015-12-31$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 year2015-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$174,204
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$92
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$424
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$5,704
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$310,035
Administrative expenses (other) incurred2015-12-31$11,250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-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)2015-12-31No
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 bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$467,761
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,118,934
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$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 assets2015-12-31Yes
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
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$162,162
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WINDHAM BRANNON, PC
Accountancy firm EIN2015-12-31581763439
2014 : HAVERTY FURNITURE COMPANIES INC RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-18,569,993
Total unrealized appreciation/depreciation of assets2014-12-31$-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 assets2014-12-31$25,065,732
Total of all expenses incurred2014-12-31$88,873,674
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$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 year2014-12-31$1,119,358
Value of total assets at beginning of year2014-12-31$82,904,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,485,902
Total interest from all sources2014-12-31$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 year2014-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$1,118,499
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$424
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$6
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$310,035
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$78,345
Other income not declared elsewhere2014-12-31$331,230
Administrative expenses (other) incurred2014-12-31$114,309
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-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)2014-12-31No
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
Investment advisory and management fees2014-12-31$253,094
Value of interest in common/collective trusts at beginning of year2014-12-31$76,175,506
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,118,934
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$380,581
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$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 year2014-12-31$2
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$0
Income. Dividends from common stock2014-12-31$27,454
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$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 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$6,347,914
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$100,219,591
Aggregate carrying amount (costs) on sale of assets2014-12-31$75,153,859
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 name2014-12-31WINDHAM BRANNON, PC
Accountancy firm EIN2014-12-31581763439
2013 : HAVERTY FURNITURE COMPANIES INC RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$600,863
Total unrealized appreciation/depreciation of assets2013-12-31$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 assets2013-12-31$8,491,117
Total of all expenses incurred2013-12-31$4,285,112
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$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 year2013-12-31$82,904,009
Value of total assets at beginning of year2013-12-31$73,841,756
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$274,217
Total interest from all sources2013-12-31$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 year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$6
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$58
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$78,345
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$68,983
Other income not declared elsewhere2013-12-31$14
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$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)2013-12-31No
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
Investment advisory and management fees2013-12-31$274,217
Value of interest in common/collective trusts at end of year2013-12-31$76,175,506
Value of interest in common/collective trusts at beginning of year2013-12-31$69,975,676
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$380,581
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$518,050
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$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 year2013-12-31$2
Asset value of US Government securities at beginning of year2013-12-31$2
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$4,200,000
Income. Dividends from common stock2013-12-31$45,792
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$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 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$6,347,914
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$3,347,970
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$26,501,795
Aggregate carrying amount (costs) on sale of assets2013-12-31$18,010,678
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 name2013-12-31WINDHAM BRANNON, PC
Accountancy firm EIN2013-12-31581763439
2012 : HAVERTY FURNITURE COMPANIES INC RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$7,958,462
Total unrealized appreciation/depreciation of assets2012-12-31$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 assets2012-12-31$1,956,664
Total of all expenses incurred2012-12-31$5,994,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$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 year2012-12-31$73,841,756
Value of total assets at beginning of year2012-12-31$66,687,463
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$249,675
Total interest from all sources2012-12-31$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 year2012-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$58
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$53
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$68,983
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$52,267
Other income not declared elsewhere2012-12-31$311
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$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)2012-12-31No
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
Investment advisory and management fees2012-12-31$249,675
Value of interest in common/collective trusts at end of year2012-12-31$69,975,676
Value of interest in common/collective trusts at beginning of year2012-12-31$64,120,333
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$518,050
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$354,769
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$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 year2012-12-31$2
Asset value of US Government securities at beginning of year2012-12-31$2
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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
Contributions received in cash from employer2012-12-31$3,000,000
Income. Dividends from common stock2012-12-31$216,244
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$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 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$3,347,970
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$2,212,306
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$13,690,772
Aggregate carrying amount (costs) on sale of assets2012-12-31$11,734,108
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 name2012-12-31WINDHAM BRANNON, PC
Accountancy firm EIN2012-12-31581763439
2011 : HAVERTY FURNITURE COMPANIES INC RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$909,793
Total unrealized appreciation/depreciation of assets2011-12-31$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 assets2011-12-31$1,667,966
Total of all expenses incurred2011-12-31$3,768,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$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 year2011-12-31$66,687,463
Value of total assets at beginning of year2011-12-31$59,846,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$196,603
Total interest from all sources2011-12-31$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 year2011-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$53
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$19
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$52,267
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$43,217
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$278
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$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)2011-12-31No
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
Investment advisory and management fees2011-12-31$196,603
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$64,120,333
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$56,886,263
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$354,769
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$326,113
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$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 year2011-12-31$2
Asset value of US Government securities at beginning of year2011-12-31$3
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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
Contributions received in cash from employer2011-12-31$8,000,000
Income. Dividends from common stock2011-12-31$22,896
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$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 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$2,212,306
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$2,633,601
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$11,359,734
Aggregate carrying amount (costs) on sale of assets2011-12-31$9,691,768
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 name2011-12-31WINDHAM BRANNON, P.C.
Accountancy firm EIN2011-12-31581763439
2010 : HAVERTY FURNITURE COMPANIES INC RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$6,104,030
Total unrealized appreciation/depreciation of assets2010-12-31$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 assets2010-12-31$205,303
Total of all expenses incurred2010-12-31$3,599,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$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 year2010-12-31$59,846,277
Value of total assets at beginning of year2010-12-31$55,942,322
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$164,594
Total interest from all sources2010-12-31$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 year2010-12-31No
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$19
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$166
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$43,217
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$1,968,743
Total non interest bearing cash at end of year2010-12-31$278
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$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)2010-12-31No
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
Investment advisory and management fees2010-12-31$164,594
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$56,886,263
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$50,847,661
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$326,113
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$353,581
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$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 year2010-12-31$3
Asset value of US Government securities at beginning of year2010-12-31$1,942,459
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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
Contributions received in cash from employer2010-12-31$3,100,000
Income. Dividends from common stock2010-12-31$19,335
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$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 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$2,633,601
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$2,798,455
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$5,414,109
Aggregate carrying amount (costs) on sale of assets2010-12-31$5,208,806
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 name2010-12-31WINDHAM BRANNON, P.C.
Accountancy firm EIN2010-12-31581763439

Form 5500 Responses for HAVERTY FURNITURE COMPANIES INC RETIREMENT PLAN

2017: HAVERTY FURNITURE COMPANIES INC RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HAVERTY FURNITURE COMPANIES INC RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HAVERTY FURNITURE COMPANIES INC RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HAVERTY FURNITURE COMPANIES INC RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HAVERTY FURNITURE COMPANIES INC RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HAVERTY FURNITURE COMPANIES INC RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HAVERTY FURNITURE COMPANIES INC RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: HAVERTY FURNITURE COMPANIES INC RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3