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HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 401k Plan overview

Plan NameHAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN
Plan identification number 003

HAVERTY FURNITURE COMPANIES, INC. THRIFT 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

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. THRIFT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01ALLAN DENIRO RANDY DAVIS2018-10-04
0032016-01-01SUSAN WILSON RANDY DAVIS2017-10-07
0032015-01-01BONNIE BERRY RANDY DAVIS2016-10-06
0032014-01-01BONNIE BERRY RANDY DAVIS2015-09-29
0032013-01-01BONNIE BERRY RANDY DAVIS2014-10-07
0032012-01-01BONNIE BERRY RANDY DAVIS2013-10-03
0032011-01-01BONNIE BERRY RANDALL DAVIS2012-10-04
0032010-01-01BONNIE BERRY RANDY DAVIS2011-09-29
0032009-01-01BONNIE BERRY RANDY DAVIS2010-10-12

Plan Statistics for HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN

401k plan membership statisitcs for HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN

Measure Date Value
2022: HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,456
Total number of active participants reported on line 7a of the Form 55002022-01-012,507
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01902
Total of all active and inactive participants2022-01-013,409
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0133
Total participants2022-01-013,442
Number of participants with account balances2022-01-013,391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01466
2021: HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,217
Total number of active participants reported on line 7a of the Form 55002021-01-012,478
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01951
Total of all active and inactive participants2021-01-013,429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0127
Total participants2021-01-013,456
Number of participants with account balances2021-01-013,388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01469
2020: HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014,003
Total number of active participants reported on line 7a of the Form 55002020-01-012,353
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01838
Total of all active and inactive participants2020-01-013,191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0126
Total participants2020-01-013,217
Number of participants with account balances2020-01-013,140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01655
2019: HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,965
Total number of active participants reported on line 7a of the Form 55002019-01-013,067
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01910
Total of all active and inactive participants2019-01-013,977
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0126
Total participants2019-01-014,003
Number of participants with account balances2019-01-013,923
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01474
2018: HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,942
Total number of active participants reported on line 7a of the Form 55002018-01-013,074
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01867
Total of all active and inactive participants2018-01-013,941
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0124
Total participants2018-01-013,965
Number of participants with account balances2018-01-013,903
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01480
2017: HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,911
Total number of active participants reported on line 7a of the Form 55002017-01-013,165
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01758
Total of all active and inactive participants2017-01-013,923
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0119
Total participants2017-01-013,942
Number of participants with account balances2017-01-013,820
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01537
2016: HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,959
Total number of active participants reported on line 7a of the Form 55002016-01-013,204
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01690
Total of all active and inactive participants2016-01-013,894
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0117
Total participants2016-01-013,911
Number of participants with account balances2016-01-013,777
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01547
2015: HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,665
Total number of active participants reported on line 7a of the Form 55002015-01-012,349
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01598
Total of all active and inactive participants2015-01-012,947
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0112
Total participants2015-01-012,959
Number of participants with account balances2015-01-012,884
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01202
2014: HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,448
Total number of active participants reported on line 7a of the Form 55002014-01-012,955
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01702
Total of all active and inactive participants2014-01-013,657
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-018
Total participants2014-01-013,665
Number of participants with account balances2014-01-013,527
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01439
2013: HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,379
Total number of active participants reported on line 7a of the Form 55002013-01-012,976
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01465
Total of all active and inactive participants2013-01-013,441
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-017
Total participants2013-01-013,448
Number of participants with account balances2013-01-013,242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01398
2012: HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,182
Total number of active participants reported on line 7a of the Form 55002012-01-012,956
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01422
Total of all active and inactive participants2012-01-013,378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-013,379
Number of participants with account balances2012-01-013,181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01288
2011: HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,209
Total number of active participants reported on line 7a of the Form 55002011-01-012,785
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01397
Total of all active and inactive participants2011-01-013,182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013,182
Number of participants with account balances2011-01-013,075
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01322
2010: HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013,126
Total number of active participants reported on line 7a of the Form 55002010-01-012,872
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01337
Total of all active and inactive participants2010-01-013,209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-013,209
Number of participants with account balances2010-01-012,990
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01310
2009: HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,773
Total number of active participants reported on line 7a of the Form 55002009-01-012,804
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01322
Total of all active and inactive participants2009-01-013,126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013,126
Number of participants with account balances2009-01-013,014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01581

Financial Data on HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN

Measure Date Value
2022 : HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$53,327
Total unrealized appreciation/depreciation of assets2022-12-31$53,327
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$0
Total income from all sources (including contributions)2022-12-31$-9,528,788
Total loss/gain on sale of assets2022-12-31$-1,641
Total of all expenses incurred2022-12-31$16,875,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$16,662,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$19,419,444
Value of total assets at end of year2022-12-31$156,552,899
Value of total assets at beginning of year2022-12-31$182,957,282
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$213,005
Total interest from all sources2022-12-31$178,494
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,708,443
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,708,443
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$12,619,629
Participant contributions at end of year2022-12-31$3,842,996
Participant contributions at beginning of year2022-12-31$3,332,767
Participant contributions at end of year2022-12-31$215,368
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$3,994,551
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$4,344,742
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$249,351
Other income not declared elsewhere2022-12-31$-575,977
Administrative expenses (other) incurred2022-12-31$204,879
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$892
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-26,404,383
Value of net assets at end of year (total assets less liabilities)2022-12-31$156,552,899
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$182,957,282
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
Investment advisory and management fees2022-12-31$8,126
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$55,561,792
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$70,032,019
Interest on participant loans2022-12-31$178,494
Value of interest in common/collective trusts at end of year2022-12-31$91,489,143
Value of interest in common/collective trusts at beginning of year2022-12-31$103,870,131
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-14,114,198
Net investment gain or loss from common/collective trusts2022-12-31$-16,196,680
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
Assets. Invements in employer securities at end of year2022-12-31$1,063,497
Assets. Invements in employer securities at beginning of year2022-12-31$1,124,570
Contributions received in cash from employer2022-12-31$6,550,464
Employer contributions (assets) at end of year2022-12-31$385,552
Employer contributions (assets) at beginning of year2022-12-31$252,161
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$16,662,590
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$112,759
Aggregate carrying amount (costs) on sale of assets2022-12-31$114,400
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WINDHAM BRANNON LLC
Accountancy firm EIN2022-12-31581763493
2021 : HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$189,132
Total unrealized appreciation/depreciation of assets2021-12-31$189,132
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$39,042,693
Total loss/gain on sale of assets2021-12-31$21,088
Total of all expenses incurred2021-12-31$13,117,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$12,891,775
Expenses. Certain deemed distributions of participant loans2021-12-31$9,990
Value of total corrective distributions2021-12-31$6,461
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$17,837,163
Value of total assets at end of year2021-12-31$182,957,282
Value of total assets at beginning of year2021-12-31$157,031,833
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$209,018
Total interest from all sources2021-12-31$225,494
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,830,442
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,830,442
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$11,635,765
Participant contributions at end of year2021-12-31$3,332,767
Participant contributions at beginning of year2021-12-31$3,917,028
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$118,405
Assets. Other investments not covered elsewhere at end of year2021-12-31$4,344,742
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$3,284,380
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$228,183
Other income not declared elsewhere2021-12-31$96
Administrative expenses (other) incurred2021-12-31$205,318
Total non interest bearing cash at end of year2021-12-31$892
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$25,925,449
Value of net assets at end of year (total assets less liabilities)2021-12-31$182,957,282
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$157,031,833
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
Investment advisory and management fees2021-12-31$3,700
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$70,032,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$57,635,419
Interest on participant loans2021-12-31$225,494
Value of interest in common/collective trusts at end of year2021-12-31$103,870,131
Value of interest in common/collective trusts at beginning of year2021-12-31$90,792,788
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$6,819,821
Net investment gain or loss from common/collective trusts2021-12-31$11,119,457
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
Assets. Invements in employer securities at end of year2021-12-31$1,124,570
Assets. Invements in employer securities at beginning of year2021-12-31$1,010,562
Contributions received in cash from employer2021-12-31$5,973,215
Employer contributions (assets) at end of year2021-12-31$252,161
Employer contributions (assets) at beginning of year2021-12-31$273,251
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$12,891,775
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$99,120
Aggregate carrying amount (costs) on sale of assets2021-12-31$78,032
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WINDHAM BRANNON, LLC
Accountancy firm EIN2021-12-31581763439
2020 : HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$344,744
Total unrealized appreciation/depreciation of assets2020-12-31$344,744
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$33,109,457
Total loss/gain on sale of assets2020-12-31$-709
Total of all expenses incurred2020-12-31$23,819,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$23,623,996
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$13,509,502
Value of total assets at end of year2020-12-31$157,031,833
Value of total assets at beginning of year2020-12-31$147,741,495
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$195,123
Total interest from all sources2020-12-31$247,212
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,239,734
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,239,734
Administrative expenses professional fees incurred2020-12-31$50
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$9,061,297
Participant contributions at end of year2020-12-31$3,917,028
Participant contributions at beginning of year2020-12-31$5,069,800
Participant contributions at end of year2020-12-31$118,405
Participant contributions at beginning of year2020-12-31$209,022
Assets. Other investments not covered elsewhere at end of year2020-12-31$3,284,380
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$2,193,786
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$248,777
Other income not declared elsewhere2020-12-31$1,245,527
Administrative expenses (other) incurred2020-12-31$190,407
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$156
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$9,290,338
Value of net assets at end of year (total assets less liabilities)2020-12-31$157,031,833
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$147,741,495
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$4,666
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$57,635,419
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$52,490,922
Interest on participant loans2020-12-31$247,212
Value of interest in common/collective trusts at end of year2020-12-31$90,792,788
Value of interest in common/collective trusts at beginning of year2020-12-31$86,965,568
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,555,272
Net investment gain or loss from common/collective trusts2020-12-31$9,968,175
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$1,010,562
Assets. Invements in employer securities at beginning of year2020-12-31$694,674
Contributions received in cash from employer2020-12-31$4,199,428
Employer contributions (assets) at end of year2020-12-31$273,251
Employer contributions (assets) at beginning of year2020-12-31$117,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$23,623,996
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$31,576
Aggregate carrying amount (costs) on sale of assets2020-12-31$32,285
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WINDHAM BRANNON, LLC
Accountancy firm EIN2020-12-31581763439
2019 : HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$67,436
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$67,436
Total unrealized appreciation/depreciation of assets2019-12-31$67,436
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$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 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$39,555,052
Total income from all sources (including contributions)2019-12-31$39,555,052
Total loss/gain on sale of assets2019-12-31$13,624
Total loss/gain on sale of assets2019-12-31$13,624
Total of all expenses incurred2019-12-31$14,801,660
Total of all expenses incurred2019-12-31$14,801,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$14,493,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$14,493,745
Expenses. Certain deemed distributions of participant loans2019-12-31$67,521
Expenses. Certain deemed distributions of participant loans2019-12-31$67,521
Value of total corrective distributions2019-12-31$136
Value of total corrective distributions2019-12-31$136
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$14,974,249
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$14,974,249
Value of total assets at end of year2019-12-31$147,741,495
Value of total assets at end of year2019-12-31$147,741,495
Value of total assets at beginning of year2019-12-31$122,988,103
Value of total assets at beginning of year2019-12-31$122,988,103
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$240,258
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$240,258
Total interest from all sources2019-12-31$260,377
Total interest from all sources2019-12-31$260,377
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,880,656
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,880,656
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$1,880,656
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,880,656
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$9,426,903
Contributions received from participants2019-12-31$9,426,903
Participant contributions at end of year2019-12-31$5,069,800
Participant contributions at end of year2019-12-31$5,069,800
Participant contributions at beginning of year2019-12-31$4,976,145
Participant contributions at beginning of year2019-12-31$4,976,145
Participant contributions at end of year2019-12-31$209,022
Participant contributions at end of year2019-12-31$209,022
Participant contributions at beginning of year2019-12-31$181,869
Participant contributions at beginning of year2019-12-31$181,869
Assets. Other investments not covered elsewhere at end of year2019-12-31$2,193,786
Assets. Other investments not covered elsewhere at end of year2019-12-31$2,193,786
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$2,993,188
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$2,993,188
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$576,196
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$576,196
Other income not declared elsewhere2019-12-31$161,672
Other income not declared elsewhere2019-12-31$161,672
Administrative expenses (other) incurred2019-12-31$236,169
Administrative expenses (other) incurred2019-12-31$236,169
Total non interest bearing cash at end of year2019-12-31$156
Total non interest bearing cash at end of year2019-12-31$156
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
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$24,753,392
Value of net income/loss2019-12-31$24,753,392
Value of net assets at end of year (total assets less liabilities)2019-12-31$147,741,495
Value of net assets at end of year (total assets less liabilities)2019-12-31$147,741,495
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$122,988,103
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$122,988,103
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$4,089
Investment advisory and management fees2019-12-31$4,089
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$52,490,922
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$52,490,922
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$41,784,567
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$41,784,567
Interest on participant loans2019-12-31$260,377
Interest on participant loans2019-12-31$260,377
Value of interest in common/collective trusts at end of year2019-12-31$86,965,568
Value of interest in common/collective trusts at end of year2019-12-31$86,965,568
Value of interest in common/collective trusts at beginning of year2019-12-31$72,020,967
Value of interest in common/collective trusts at beginning of year2019-12-31$72,020,967
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,734,831
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,734,831
Net investment gain or loss from common/collective trusts2019-12-31$14,462,207
Net investment gain or loss from common/collective trusts2019-12-31$14,462,207
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$694,674
Assets. Invements in employer securities at end of year2019-12-31$694,674
Assets. Invements in employer securities at beginning of year2019-12-31$768,524
Assets. Invements in employer securities at beginning of year2019-12-31$768,524
Contributions received in cash from employer2019-12-31$4,971,150
Contributions received in cash from employer2019-12-31$4,971,150
Employer contributions (assets) at end of year2019-12-31$117,567
Employer contributions (assets) at end of year2019-12-31$117,567
Employer contributions (assets) at beginning of year2019-12-31$262,843
Employer contributions (assets) at beginning of year2019-12-31$262,843
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$14,493,745
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$14,493,745
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$157,975
Aggregate proceeds on sale of assets2019-12-31$157,975
Aggregate carrying amount (costs) on sale of assets2019-12-31$144,351
Aggregate carrying amount (costs) on sale of assets2019-12-31$144,351
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WINDHAM BRANNON, LLC
Accountancy firm name2019-12-31WINDHAM BRANNON, LLC
Accountancy firm EIN2019-12-31581763439
Accountancy firm EIN2019-12-31581763439
2018 : HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-76,669
Total unrealized appreciation/depreciation of assets2018-12-31$-76,669
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$8,088,342
Total loss/gain on sale of assets2018-12-31$-359
Total of all expenses incurred2018-12-31$12,834,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$12,597,012
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$14,302,988
Value of total assets at end of year2018-12-31$122,988,103
Value of total assets at beginning of year2018-12-31$127,733,878
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$237,105
Total interest from all sources2018-12-31$215,556
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,263,353
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$2,263,353
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$9,050,237
Participant contributions at end of year2018-12-31$4,976,145
Participant contributions at beginning of year2018-12-31$4,537,457
Participant contributions at end of year2018-12-31$181,869
Participant contributions at beginning of year2018-12-31$193,231
Assets. Other investments not covered elsewhere at end of year2018-12-31$2,993,188
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$3,344,394
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$352,573
Other income not declared elsewhere2018-12-31$-531,100
Administrative expenses (other) incurred2018-12-31$233,007
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,745,775
Value of net assets at end of year (total assets less liabilities)2018-12-31$122,988,103
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$127,733,878
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$4,098
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$41,784,567
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$42,469,401
Interest on participant loans2018-12-31$215,556
Value of interest in common/collective trusts at end of year2018-12-31$72,020,967
Value of interest in common/collective trusts at beginning of year2018-12-31$76,223,367
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,432,748
Net investment gain or loss from common/collective trusts2018-12-31$-3,652,679
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$768,524
Assets. Invements in employer securities at beginning of year2018-12-31$870,862
Contributions received in cash from employer2018-12-31$4,900,178
Employer contributions (assets) at end of year2018-12-31$262,843
Employer contributions (assets) at beginning of year2018-12-31$95,166
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$12,597,012
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$25,655
Aggregate carrying amount (costs) on sale of assets2018-12-31$26,014
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WINDHAM BRANNON, P.C.
Accountancy firm EIN2018-12-31581763439
2017 : HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-26,576
Total unrealized appreciation/depreciation of assets2017-12-31$-26,576
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$29,442,256
Total loss/gain on sale of assets2017-12-31$10,562
Total of all expenses incurred2017-12-31$12,456,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$12,153,404
Value of total corrective distributions2017-12-31$568
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$12,851,512
Value of total assets at end of year2017-12-31$127,733,878
Value of total assets at beginning of year2017-12-31$110,748,174
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$302,580
Total interest from all sources2017-12-31$187,155
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,986,656
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$1,986,656
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$8,452,187
Participant contributions at end of year2017-12-31$4,537,457
Participant contributions at beginning of year2017-12-31$4,333,355
Participant contributions at end of year2017-12-31$193,231
Participant contributions at beginning of year2017-12-31$168,823
Assets. Other investments not covered elsewhere at end of year2017-12-31$3,344,394
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$3,139,253
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$431,505
Other income not declared elsewhere2017-12-31$268,290
Administrative expenses (other) incurred2017-12-31$300,650
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$69
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$16,985,704
Value of net assets at end of year (total assets less liabilities)2017-12-31$127,733,878
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$110,748,174
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$1,930
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$42,469,401
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$35,795,387
Interest on participant loans2017-12-31$187,155
Value of interest in common/collective trusts at end of year2017-12-31$76,223,367
Value of interest in common/collective trusts at beginning of year2017-12-31$66,005,112
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,368
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,368
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,325,605
Net investment gain or loss from common/collective trusts2017-12-31$9,839,052
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$870,862
Assets. Invements in employer securities at beginning of year2017-12-31$1,150,777
Contributions received in cash from employer2017-12-31$3,967,820
Employer contributions (assets) at end of year2017-12-31$95,166
Employer contributions (assets) at beginning of year2017-12-31$154,030
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$12,153,404
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$263,901
Aggregate carrying amount (costs) on sale of assets2017-12-31$253,339
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 name2017-12-31WINDHAM BRANNON, P.C.
Accountancy firm EIN2017-12-31581763439
2016 : HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$163,608
Total unrealized appreciation/depreciation of assets2016-12-31$163,608
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$20,204,459
Total loss/gain on sale of assets2016-12-31$-3,830
Total of all expenses incurred2016-12-31$12,309,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$12,239,008
Value of total corrective distributions2016-12-31$47
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$12,401,401
Value of total assets at end of year2016-12-31$110,748,174
Value of total assets at beginning of year2016-12-31$102,853,073
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$70,303
Total interest from all sources2016-12-31$208,880
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,208,642
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,208,642
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$8,095,445
Participant contributions at end of year2016-12-31$4,333,355
Participant contributions at beginning of year2016-12-31$4,003,037
Participant contributions at end of year2016-12-31$168,823
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$3,139,253
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$3,739,853
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$455,406
Other income not declared elsewhere2016-12-31$517,009
Administrative expenses (other) incurred2016-12-31$42,803
Total non interest bearing cash at end of year2016-12-31$69
Total non interest bearing cash at beginning of year2016-12-31$379
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$7,895,101
Value of net assets at end of year (total assets less liabilities)2016-12-31$110,748,174
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$102,853,073
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
Investment advisory and management fees2016-12-31$27,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$35,795,387
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$28,721,578
Interest on participant loans2016-12-31$157,883
Value of interest in common/collective trusts at end of year2016-12-31$66,005,112
Value of interest in common/collective trusts at beginning of year2016-12-31$61,950,644
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,368
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$3,278,245
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$3,278,245
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$50,997
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,624,175
Net investment gain or loss from common/collective trusts2016-12-31$4,084,574
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$1,150,777
Assets. Invements in employer securities at beginning of year2016-12-31$1,069,897
Contributions received in cash from employer2016-12-31$3,850,550
Employer contributions (assets) at end of year2016-12-31$154,030
Employer contributions (assets) at beginning of year2016-12-31$89,440
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$12,239,008
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$79,553
Aggregate carrying amount (costs) on sale of assets2016-12-31$83,383
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WINDHAM BRANNON, P.C.
Accountancy firm EIN2016-12-31581763439
2015 : HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-11,025
Total unrealized appreciation/depreciation of assets2015-12-31$-11,025
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$10,991,710
Total loss/gain on sale of assets2015-12-31$5,966
Total of all expenses incurred2015-12-31$13,048,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$12,977,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$11,726,121
Value of total assets at end of year2015-12-31$102,853,073
Value of total assets at beginning of year2015-12-31$104,910,312
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$71,104
Total interest from all sources2015-12-31$196,227
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,593,954
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,593,954
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
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$7,634,702
Participant contributions at end of year2015-12-31$4,003,037
Participant contributions at beginning of year2015-12-31$3,838,285
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$62,690
Assets. Other investments not covered elsewhere at end of year2015-12-31$3,739,853
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$3,653,953
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$374,900
Other income not declared elsewhere2015-12-31$-581,169
Administrative expenses (other) incurred2015-12-31$55,755
Total non interest bearing cash at end of year2015-12-31$379
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,057,239
Value of net assets at end of year (total assets less liabilities)2015-12-31$102,853,073
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$104,910,312
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
Investment advisory and management fees2015-12-31$15,349
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$28,721,578
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$30,451,602
Interest on participant loans2015-12-31$152,304
Value of interest in common/collective trusts at end of year2015-12-31$61,950,644
Value of interest in common/collective trusts at beginning of year2015-12-31$61,218,496
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$3,278,245
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$4,390,600
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$4,390,600
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$43,923
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,519,907
Net investment gain or loss from common/collective trusts2015-12-31$-418,457
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$1,069,897
Assets. Invements in employer securities at beginning of year2015-12-31$1,178,093
Contributions received in cash from employer2015-12-31$3,716,519
Employer contributions (assets) at end of year2015-12-31$89,440
Employer contributions (assets) at beginning of year2015-12-31$116,593
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$12,977,845
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$103,136
Aggregate carrying amount (costs) on sale of assets2015-12-31$97,170
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WINDHAM BRANNON, P.C.
Accountancy firm EIN2015-12-31581763439
2014 : HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-378,936
Total unrealized appreciation/depreciation of assets2014-12-31$-378,936
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$18,667,300
Total loss/gain on sale of assets2014-12-31$-51,609
Total of all expenses incurred2014-12-31$11,386,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$11,335,502
Value of total corrective distributions2014-12-31$65
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$13,350,966
Value of total assets at end of year2014-12-31$104,910,312
Value of total assets at beginning of year2014-12-31$97,629,381
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$50,802
Total interest from all sources2014-12-31$158,459
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,516,871
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,516,871
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
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$6,893,705
Participant contributions at end of year2014-12-31$3,838,285
Participant contributions at beginning of year2014-12-31$4,031,737
Participant contributions at end of year2014-12-31$62,690
Participant contributions at beginning of year2014-12-31$137,304
Assets. Other investments not covered elsewhere at end of year2014-12-31$3,653,953
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$2,893,797
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,064,649
Other income not declared elsewhere2014-12-31$108,598
Administrative expenses (other) incurred2014-12-31$37,016
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$59
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$7,280,931
Value of net assets at end of year (total assets less liabilities)2014-12-31$104,910,312
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$97,629,381
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
Assets. partnership/joint venture interests at end of year2014-12-31$0
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Investment advisory and management fees2014-12-31$13,786
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$30,451,602
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$27,211,554
Interest on participant loans2014-12-31$134,870
Value of interest in common/collective trusts at end of year2014-12-31$61,218,496
Value of interest in common/collective trusts at beginning of year2014-12-31$57,362,293
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$4,390,600
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$4,097,706
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$4,097,706
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$23,589
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$663,276
Net investment gain or loss from common/collective trusts2014-12-31$3,299,675
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$1,178,093
Assets. Invements in employer securities at beginning of year2014-12-31$1,834,256
Contributions received in cash from employer2014-12-31$3,392,612
Employer contributions (assets) at end of year2014-12-31$116,593
Employer contributions (assets) at beginning of year2014-12-31$60,675
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$11,335,502
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$233,302
Aggregate carrying amount (costs) on sale of assets2014-12-31$284,911
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, P.C.
Accountancy firm EIN2014-12-31581763439
2013 : HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$858,082
Total unrealized appreciation/depreciation of assets2013-12-31$858,082
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$24,968,403
Total loss/gain on sale of assets2013-12-31$30,282
Total of all expenses incurred2013-12-31$8,584,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$8,504,288
Value of total corrective distributions2013-12-31$814
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$9,849,724
Value of total assets at end of year2013-12-31$97,629,381
Value of total assets at beginning of year2013-12-31$81,245,565
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$79,485
Total interest from all sources2013-12-31$150,841
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$437,303
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$437,303
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
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$6,530,633
Participant contributions at end of year2013-12-31$4,031,737
Participant contributions at beginning of year2013-12-31$3,635,834
Participant contributions at end of year2013-12-31$137,304
Participant contributions at beginning of year2013-12-31$30,713
Assets. Other investments not covered elsewhere at end of year2013-12-31$2,893,797
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$2,269,580
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$177,372
Other income not declared elsewhere2013-12-31$314,986
Administrative expenses (other) incurred2013-12-31$68,928
Total non interest bearing cash at end of year2013-12-31$59
Total non interest bearing cash at beginning of year2013-12-31$927
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$16,383,816
Value of net assets at end of year (total assets less liabilities)2013-12-31$97,629,381
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$81,245,565
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$10,557
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$27,211,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$21,560,982
Interest on participant loans2013-12-31$146,147
Value of interest in common/collective trusts at end of year2013-12-31$57,362,293
Value of interest in common/collective trusts at beginning of year2013-12-31$47,789,392
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$4,097,706
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$4,867,763
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$4,867,763
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$4,694
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,012,074
Net investment gain or loss from common/collective trusts2013-12-31$8,315,111
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$1,834,256
Assets. Invements in employer securities at beginning of year2013-12-31$1,077,751
Contributions received in cash from employer2013-12-31$3,141,719
Employer contributions (assets) at end of year2013-12-31$60,675
Employer contributions (assets) at beginning of year2013-12-31$12,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$8,504,288
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$131,860
Aggregate carrying amount (costs) on sale of assets2013-12-31$101,578
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, P.C.
Accountancy firm EIN2013-12-31581763439
2012 : HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$387,694
Total unrealized appreciation/depreciation of assets2012-12-31$387,694
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$17,870,552
Total loss/gain on sale of assets2012-12-31$6,620
Total of all expenses incurred2012-12-31$5,879,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,810,898
Value of total corrective distributions2012-12-31$880
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$8,964,730
Value of total assets at end of year2012-12-31$81,245,565
Value of total assets at beginning of year2012-12-31$69,254,599
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$67,808
Total interest from all sources2012-12-31$139,051
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$488,274
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$488,274
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$5,857,850
Participant contributions at end of year2012-12-31$3,635,834
Participant contributions at beginning of year2012-12-31$3,166,945
Participant contributions at end of year2012-12-31$30,713
Assets. Other investments not covered elsewhere at end of year2012-12-31$2,269,580
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$1,960,108
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$226,343
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$5,377
Other income not declared elsewhere2012-12-31$72,389
Administrative expenses (other) incurred2012-12-31$67,808
Total non interest bearing cash at end of year2012-12-31$927
Total non interest bearing cash at beginning of year2012-12-31$24
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$11,990,966
Value of net assets at end of year (total assets less liabilities)2012-12-31$81,245,565
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$69,254,599
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
Assets. partnership/joint venture interests at end of year2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$21,560,982
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$17,267,584
Interest on participant loans2012-12-31$135,797
Value of interest in common/collective trusts at end of year2012-12-31$47,789,392
Value of interest in common/collective trusts at beginning of year2012-12-31$46,084,795
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$4,867,763
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$3,254
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,328,367
Net investment gain or loss from common/collective trusts2012-12-31$5,483,427
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$1,077,751
Assets. Invements in employer securities at beginning of year2012-12-31$769,766
Contributions received in cash from employer2012-12-31$2,880,537
Employer contributions (assets) at end of year2012-12-31$12,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,810,898
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$86,329
Aggregate carrying amount (costs) on sale of assets2012-12-31$79,709
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WINDHAM BRANNON, P.C.
Accountancy firm EIN2012-12-31581763439
2011 : HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-124,232
Total unrealized appreciation/depreciation of assets2011-12-31$-124,232
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$6,707,815
Total loss/gain on sale of assets2011-12-31$-9,221
Total of all expenses incurred2011-12-31$6,002,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,892,193
Value of total corrective distributions2011-12-31$790
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$8,137,813
Value of total assets at end of year2011-12-31$69,254,599
Value of total assets at beginning of year2011-12-31$68,548,985
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$109,218
Total interest from all sources2011-12-31$123,942
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$337,434
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$337,434
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$5,317,199
Participant contributions at end of year2011-12-31$3,166,945
Participant contributions at beginning of year2011-12-31$2,542,483
Assets. Other investments not covered elsewhere at end of year2011-12-31$1,960,108
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$2,123,791
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$127,633
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$5,377
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$14,985
Other income not declared elsewhere2011-12-31$-352,966
Administrative expenses (other) incurred2011-12-31$109,218
Total non interest bearing cash at end of year2011-12-31$24
Total non interest bearing cash at beginning of year2011-12-31$751
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$705,614
Value of net assets at end of year (total assets less liabilities)2011-12-31$69,254,599
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$68,548,985
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$17,267,584
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$16,559,030
Interest on participant loans2011-12-31$123,942
Value of interest in common/collective trusts at end of year2011-12-31$46,084,795
Value of interest in common/collective trusts at beginning of year2011-12-31$46,332,932
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-688,849
Net investment gain or loss from common/collective trusts2011-12-31$-716,106
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$769,766
Assets. Invements in employer securities at beginning of year2011-12-31$975,013
Contributions received in cash from employer2011-12-31$2,692,981
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,892,193
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
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$72,856
Aggregate carrying amount (costs) on sale of assets2011-12-31$82,077
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WINDHAM BRANNON, P.C.
Accountancy firm EIN2011-12-31581763439
2010 : HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-45,359
Total unrealized appreciation/depreciation of assets2010-12-31$-45,359
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$15,152,078
Total loss/gain on sale of assets2010-12-31$8,730
Total of all expenses incurred2010-12-31$5,894,645
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,749,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$7,838,475
Value of total assets at end of year2010-12-31$68,548,985
Value of total assets at beginning of year2010-12-31$59,291,552
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$144,758
Total interest from all sources2010-12-31$121,207
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$299,795
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$299,795
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$5,176,125
Participant contributions at end of year2010-12-31$2,542,483
Participant contributions at beginning of year2010-12-31$1,979,841
Participant contributions at beginning of year2010-12-31$36,104
Assets. Other investments not covered elsewhere at end of year2010-12-31$2,123,791
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$1,243,884
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$92,186
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$14,985
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$21,346
Other income not declared elsewhere2010-12-31$194,772
Administrative expenses (other) incurred2010-12-31$144,758
Total non interest bearing cash at end of year2010-12-31$751
Total non interest bearing cash at beginning of year2010-12-31$993
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$9,257,433
Value of net assets at end of year (total assets less liabilities)2010-12-31$68,548,985
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$59,291,552
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$16,559,030
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$13,333,048
Interest on participant loans2010-12-31$121,207
Value of interest in common/collective trusts at end of year2010-12-31$46,332,932
Value of interest in common/collective trusts at beginning of year2010-12-31$41,535,793
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,569,454
Net investment gain or loss from common/collective trusts2010-12-31$5,165,004
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$975,013
Assets. Invements in employer securities at beginning of year2010-12-31$1,123,345
Contributions received in cash from employer2010-12-31$2,570,164
Employer contributions (assets) at beginning of year2010-12-31$17,198
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,749,887
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
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$111,702
Aggregate carrying amount (costs) on sale of assets2010-12-31$102,972
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
2009 : HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN

2022: HAVERTY FURNITURE COMPANIES, INC. THRIFT 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: HAVERTY FURNITURE COMPANIES, INC. THRIFT 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: HAVERTY FURNITURE COMPANIES, INC. THRIFT 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: HAVERTY FURNITURE COMPANIES, INC. THRIFT 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: HAVERTY FURNITURE COMPANIES, INC. THRIFT 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: HAVERTY FURNITURE COMPANIES, INC. THRIFT 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: HAVERTY FURNITURE COMPANIES, INC. THRIFT 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: HAVERTY FURNITURE COMPANIES, INC. THRIFT 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: HAVERTY FURNITURE COMPANIES, INC. THRIFT 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: HAVERTY FURNITURE COMPANIES, INC. THRIFT 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: HAVERTY FURNITURE COMPANIES, INC. THRIFT 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: HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HAVERTY FURNITURE COMPANIES, INC. THRIFT 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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