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Plan Name | HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN |
Plan identification number | 003 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | HAVERTY FURNITURE COMPANIES, INC. |
Employer identification number (EIN): | 580281900 |
NAIC Classification: | 442110 |
NAIC Description: | Furniture Stores |
Additional information about HAVERTY FURNITURE COMPANIES, INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1946-06-28 |
Company Identification Number: | 0001168306 |
Legal Registered Office Address: |
PO BOX 420099 ATLANTA United States of America (USA) 30342 |
More information about HAVERTY FURNITURE COMPANIES, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
003 | 2022-01-01 | ||||
003 | 2021-01-01 | ||||
003 | 2020-01-01 | ||||
003 | 2019-01-01 | ||||
003 | 2018-01-01 | ||||
003 | 2017-01-01 | ALLAN DENIRO | RANDY DAVIS | 2018-10-04 | |
003 | 2016-01-01 | SUSAN WILSON | RANDY DAVIS | 2017-10-07 | |
003 | 2015-01-01 | BONNIE BERRY | RANDY DAVIS | 2016-10-06 | |
003 | 2014-01-01 | BONNIE BERRY | RANDY DAVIS | 2015-09-29 | |
003 | 2013-01-01 | BONNIE BERRY | RANDY DAVIS | 2014-10-07 | |
003 | 2012-01-01 | BONNIE BERRY | RANDY DAVIS | 2013-10-03 | |
003 | 2011-01-01 | BONNIE BERRY | RANDALL DAVIS | 2012-10-04 | |
003 | 2010-01-01 | BONNIE BERRY | RANDY DAVIS | 2011-09-29 | |
003 | 2009-01-01 | BONNIE BERRY | RANDY DAVIS | 2010-10-12 |
Measure | Date | Value |
---|---|---|
2022: HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 3,456 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 2,507 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 902 |
Total of all active and inactive participants | 2022-01-01 | 3,409 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 33 |
Total participants | 2022-01-01 | 3,442 |
Number of participants with account balances | 2022-01-01 | 3,391 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 466 |
2021: HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 3,217 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 2,478 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 951 |
Total of all active and inactive participants | 2021-01-01 | 3,429 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 27 |
Total participants | 2021-01-01 | 3,456 |
Number of participants with account balances | 2021-01-01 | 3,388 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 469 |
2020: HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 4,003 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 2,353 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 838 |
Total of all active and inactive participants | 2020-01-01 | 3,191 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 26 |
Total participants | 2020-01-01 | 3,217 |
Number of participants with account balances | 2020-01-01 | 3,140 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 655 |
2019: HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 3,965 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 3,067 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 910 |
Total of all active and inactive participants | 2019-01-01 | 3,977 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 26 |
Total participants | 2019-01-01 | 4,003 |
Number of participants with account balances | 2019-01-01 | 3,923 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 474 |
2018: HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 3,942 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 3,074 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 867 |
Total of all active and inactive participants | 2018-01-01 | 3,941 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 24 |
Total participants | 2018-01-01 | 3,965 |
Number of participants with account balances | 2018-01-01 | 3,903 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 480 |
2017: HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 3,911 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 3,165 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 758 |
Total of all active and inactive participants | 2017-01-01 | 3,923 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 19 |
Total participants | 2017-01-01 | 3,942 |
Number of participants with account balances | 2017-01-01 | 3,820 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 537 |
2016: HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 2,959 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 3,204 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 690 |
Total of all active and inactive participants | 2016-01-01 | 3,894 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 17 |
Total participants | 2016-01-01 | 3,911 |
Number of participants with account balances | 2016-01-01 | 3,777 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 547 |
2015: HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 3,665 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2,349 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 598 |
Total of all active and inactive participants | 2015-01-01 | 2,947 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 12 |
Total participants | 2015-01-01 | 2,959 |
Number of participants with account balances | 2015-01-01 | 2,884 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 202 |
2014: HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 3,448 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2,955 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 702 |
Total of all active and inactive participants | 2014-01-01 | 3,657 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 8 |
Total participants | 2014-01-01 | 3,665 |
Number of participants with account balances | 2014-01-01 | 3,527 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 439 |
2013: HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 3,379 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2,976 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 465 |
Total of all active and inactive participants | 2013-01-01 | 3,441 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 7 |
Total participants | 2013-01-01 | 3,448 |
Number of participants with account balances | 2013-01-01 | 3,242 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 398 |
2012: HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 3,182 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2,956 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 422 |
Total of all active and inactive participants | 2012-01-01 | 3,378 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1 |
Total participants | 2012-01-01 | 3,379 |
Number of participants with account balances | 2012-01-01 | 3,181 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 288 |
2011: HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 3,209 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2,785 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 397 |
Total of all active and inactive participants | 2011-01-01 | 3,182 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 3,182 |
Number of participants with account balances | 2011-01-01 | 3,075 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 322 |
2010: HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 3,126 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 2,872 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 337 |
Total of all active and inactive participants | 2010-01-01 | 3,209 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 3,209 |
Number of participants with account balances | 2010-01-01 | 2,990 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 310 |
2009: HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 3,773 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2,804 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 322 |
Total of all active and inactive participants | 2009-01-01 | 3,126 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 3,126 |
Number of participants with account balances | 2009-01-01 | 3,014 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 581 |
Measure | Date | Value |
---|---|---|
2022 : HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2022 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $53,327 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 assets | 2022-12-31 | $-1,641 |
Total of all expenses incurred | 2022-12-31 | $16,875,595 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $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 year | 2022-12-31 | $156,552,899 |
Value of total assets at beginning of year | 2022-12-31 | $182,957,282 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $213,005 |
Total interest from all sources | 2022-12-31 | $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 year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $1,708,443 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $12,619,629 |
Participant contributions at end of year | 2022-12-31 | $3,842,996 |
Participant contributions at beginning of year | 2022-12-31 | $3,332,767 |
Participant contributions at end of year | 2022-12-31 | $215,368 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $3,994,551 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $4,344,742 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $249,351 |
Other income not declared elsewhere | 2022-12-31 | $-575,977 |
Administrative expenses (other) incurred | 2022-12-31 | $204,879 |
Total non interest bearing cash at end of year | 2022-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $892 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-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) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $8,126 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $55,561,792 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $70,032,019 |
Interest on participant loans | 2022-12-31 | $178,494 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $91,489,143 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $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 trusts | 2022-12-31 | $-16,196,680 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Assets. Invements in employer securities at end of year | 2022-12-31 | $1,063,497 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $1,124,570 |
Contributions received in cash from employer | 2022-12-31 | $6,550,464 |
Employer contributions (assets) at end of year | 2022-12-31 | $385,552 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $252,161 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $16,662,590 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $112,759 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $114,400 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | WINDHAM BRANNON LLC |
Accountancy firm EIN | 2022-12-31 | 581763493 |
2021 : HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2021 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $189,132 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 assets | 2021-12-31 | $21,088 |
Total of all expenses incurred | 2021-12-31 | $13,117,244 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $12,891,775 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $9,990 |
Value of total corrective distributions | 2021-12-31 | $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 year | 2021-12-31 | $182,957,282 |
Value of total assets at beginning of year | 2021-12-31 | $157,031,833 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $209,018 |
Total interest from all sources | 2021-12-31 | $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 year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $2,830,442 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $11,635,765 |
Participant contributions at end of year | 2021-12-31 | $3,332,767 |
Participant contributions at beginning of year | 2021-12-31 | $3,917,028 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $118,405 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $4,344,742 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $3,284,380 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $228,183 |
Other income not declared elsewhere | 2021-12-31 | $96 |
Administrative expenses (other) incurred | 2021-12-31 | $205,318 |
Total non interest bearing cash at end of year | 2021-12-31 | $892 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $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) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $3,700 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $70,032,019 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $57,635,419 |
Interest on participant loans | 2021-12-31 | $225,494 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $103,870,131 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $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 trusts | 2021-12-31 | $11,119,457 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Assets. Invements in employer securities at end of year | 2021-12-31 | $1,124,570 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $1,010,562 |
Contributions received in cash from employer | 2021-12-31 | $5,973,215 |
Employer contributions (assets) at end of year | 2021-12-31 | $252,161 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $273,251 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $12,891,775 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Aggregate proceeds on sale of assets | 2021-12-31 | $99,120 |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $78,032 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | WINDHAM BRANNON, LLC |
Accountancy firm EIN | 2021-12-31 | 581763439 |
2020 : HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2020 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $344,744 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 assets | 2020-12-31 | $-709 |
Total of all expenses incurred | 2020-12-31 | $23,819,119 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $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 year | 2020-12-31 | $157,031,833 |
Value of total assets at beginning of year | 2020-12-31 | $147,741,495 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $195,123 |
Total interest from all sources | 2020-12-31 | $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 year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $1,239,734 |
Administrative expenses professional fees incurred | 2020-12-31 | $50 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $9,061,297 |
Participant contributions at end of year | 2020-12-31 | $3,917,028 |
Participant contributions at beginning of year | 2020-12-31 | $5,069,800 |
Participant contributions at end of year | 2020-12-31 | $118,405 |
Participant contributions at beginning of year | 2020-12-31 | $209,022 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $3,284,380 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $2,193,786 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $248,777 |
Other income not declared elsewhere | 2020-12-31 | $1,245,527 |
Administrative expenses (other) incurred | 2020-12-31 | $190,407 |
Total non interest bearing cash at end of year | 2020-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $156 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $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) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $4,666 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $57,635,419 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $52,490,922 |
Interest on participant loans | 2020-12-31 | $247,212 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $90,792,788 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $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 trusts | 2020-12-31 | $9,968,175 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Assets. Invements in employer securities at end of year | 2020-12-31 | $1,010,562 |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $694,674 |
Contributions received in cash from employer | 2020-12-31 | $4,199,428 |
Employer contributions (assets) at end of year | 2020-12-31 | $273,251 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $117,567 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $23,623,996 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Aggregate proceeds on sale of assets | 2020-12-31 | $31,576 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $32,285 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | WINDHAM BRANNON, LLC |
Accountancy firm EIN | 2020-12-31 | 581763439 |
2019 : HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2019 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $67,436 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $67,436 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $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 assets | 2019-12-31 | $13,624 |
Total loss/gain on sale of assets | 2019-12-31 | $13,624 |
Total of all expenses incurred | 2019-12-31 | $14,801,660 |
Total of all expenses incurred | 2019-12-31 | $14,801,660 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $14,493,745 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $14,493,745 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $67,521 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $67,521 |
Value of total corrective distributions | 2019-12-31 | $136 |
Value of total corrective distributions | 2019-12-31 | $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 year | 2019-12-31 | $147,741,495 |
Value of total assets at end of year | 2019-12-31 | $147,741,495 |
Value of total assets at beginning of year | 2019-12-31 | $122,988,103 |
Value of total assets at beginning of year | 2019-12-31 | $122,988,103 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $240,258 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $240,258 |
Total interest from all sources | 2019-12-31 | $260,377 |
Total interest from all sources | 2019-12-31 | $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 year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
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 bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $9,426,903 |
Contributions received from participants | 2019-12-31 | $9,426,903 |
Participant contributions at end of year | 2019-12-31 | $5,069,800 |
Participant contributions at end of year | 2019-12-31 | $5,069,800 |
Participant contributions at beginning of year | 2019-12-31 | $4,976,145 |
Participant contributions at beginning of year | 2019-12-31 | $4,976,145 |
Participant contributions at end of year | 2019-12-31 | $209,022 |
Participant contributions at end of year | 2019-12-31 | $209,022 |
Participant contributions at beginning of year | 2019-12-31 | $181,869 |
Participant contributions at beginning of year | 2019-12-31 | $181,869 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $2,193,786 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $2,193,786 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $2,993,188 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $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 elsewhere | 2019-12-31 | $161,672 |
Other income not declared elsewhere | 2019-12-31 | $161,672 |
Administrative expenses (other) incurred | 2019-12-31 | $236,169 |
Administrative expenses (other) incurred | 2019-12-31 | $236,169 |
Total non interest bearing cash at end of year | 2019-12-31 | $156 |
Total non interest bearing cash at end of year | 2019-12-31 | $156 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $24,753,392 |
Value of net income/loss | 2019-12-31 | $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) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $4,089 |
Investment advisory and management fees | 2019-12-31 | $4,089 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $52,490,922 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $52,490,922 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $41,784,567 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $41,784,567 |
Interest on participant loans | 2019-12-31 | $260,377 |
Interest on participant loans | 2019-12-31 | $260,377 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $86,965,568 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $86,965,568 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $72,020,967 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $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 trusts | 2019-12-31 | $14,462,207 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $14,462,207 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Assets. Invements in employer securities at end of year | 2019-12-31 | $694,674 |
Assets. Invements in employer securities at end of year | 2019-12-31 | $694,674 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $768,524 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $768,524 |
Contributions received in cash from employer | 2019-12-31 | $4,971,150 |
Contributions received in cash from employer | 2019-12-31 | $4,971,150 |
Employer contributions (assets) at end of year | 2019-12-31 | $117,567 |
Employer contributions (assets) at end of year | 2019-12-31 | $117,567 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $262,843 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $262,843 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $14,493,745 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $14,493,745 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Aggregate proceeds on sale of assets | 2019-12-31 | $157,975 |
Aggregate proceeds on sale of assets | 2019-12-31 | $157,975 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $144,351 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $144,351 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | WINDHAM BRANNON, LLC |
Accountancy firm name | 2019-12-31 | WINDHAM BRANNON, LLC |
Accountancy firm EIN | 2019-12-31 | 581763439 |
Accountancy firm EIN | 2019-12-31 | 581763439 |
2018 : HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2018 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-76,669 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-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 assets | 2018-12-31 | $-359 |
Total of all expenses incurred | 2018-12-31 | $12,834,117 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $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 year | 2018-12-31 | $122,988,103 |
Value of total assets at beginning of year | 2018-12-31 | $127,733,878 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $237,105 |
Total interest from all sources | 2018-12-31 | $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 year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $2,263,353 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $9,050,237 |
Participant contributions at end of year | 2018-12-31 | $4,976,145 |
Participant contributions at beginning of year | 2018-12-31 | $4,537,457 |
Participant contributions at end of year | 2018-12-31 | $181,869 |
Participant contributions at beginning of year | 2018-12-31 | $193,231 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $2,993,188 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $3,344,394 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $352,573 |
Other income not declared elsewhere | 2018-12-31 | $-531,100 |
Administrative expenses (other) incurred | 2018-12-31 | $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 appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-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) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $4,098 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $41,784,567 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $42,469,401 |
Interest on participant loans | 2018-12-31 | $215,556 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $72,020,967 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $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 trusts | 2018-12-31 | $-3,652,679 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Assets. Invements in employer securities at end of year | 2018-12-31 | $768,524 |
Assets. Invements in employer securities at beginning of year | 2018-12-31 | $870,862 |
Contributions received in cash from employer | 2018-12-31 | $4,900,178 |
Employer contributions (assets) at end of year | 2018-12-31 | $262,843 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $95,166 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $12,597,012 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Aggregate proceeds on sale of assets | 2018-12-31 | $25,655 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $26,014 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | WINDHAM BRANNON, P.C. |
Accountancy firm EIN | 2018-12-31 | 581763439 |
2017 : HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2017 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $-26,576 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $-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 assets | 2017-12-31 | $10,562 |
Total of all expenses incurred | 2017-12-31 | $12,456,552 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $12,153,404 |
Value of total corrective distributions | 2017-12-31 | $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 year | 2017-12-31 | $127,733,878 |
Value of total assets at beginning of year | 2017-12-31 | $110,748,174 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $302,580 |
Total interest from all sources | 2017-12-31 | $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 year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $1,986,656 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $8,452,187 |
Participant contributions at end of year | 2017-12-31 | $4,537,457 |
Participant contributions at beginning of year | 2017-12-31 | $4,333,355 |
Participant contributions at end of year | 2017-12-31 | $193,231 |
Participant contributions at beginning of year | 2017-12-31 | $168,823 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $3,344,394 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $3,139,253 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $431,505 |
Other income not declared elsewhere | 2017-12-31 | $268,290 |
Administrative expenses (other) incurred | 2017-12-31 | $300,650 |
Total non interest bearing cash at end of year | 2017-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $69 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $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) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $1,930 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $42,469,401 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $35,795,387 |
Interest on participant loans | 2017-12-31 | $187,155 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $76,223,367 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $66,005,112 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $1,368 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $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 trusts | 2017-12-31 | $9,839,052 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Assets. Invements in employer securities at end of year | 2017-12-31 | $870,862 |
Assets. Invements in employer securities at beginning of year | 2017-12-31 | $1,150,777 |
Contributions received in cash from employer | 2017-12-31 | $3,967,820 |
Employer contributions (assets) at end of year | 2017-12-31 | $95,166 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $154,030 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $12,153,404 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Aggregate proceeds on sale of assets | 2017-12-31 | $263,901 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $253,339 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | WINDHAM BRANNON, P.C. |
Accountancy firm EIN | 2017-12-31 | 581763439 |
2016 : HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $163,608 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 assets | 2016-12-31 | $-3,830 |
Total of all expenses incurred | 2016-12-31 | $12,309,358 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $12,239,008 |
Value of total corrective distributions | 2016-12-31 | $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 year | 2016-12-31 | $110,748,174 |
Value of total assets at beginning of year | 2016-12-31 | $102,853,073 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $70,303 |
Total interest from all sources | 2016-12-31 | $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 year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $1,208,642 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $8,095,445 |
Participant contributions at end of year | 2016-12-31 | $4,333,355 |
Participant contributions at beginning of year | 2016-12-31 | $4,003,037 |
Participant contributions at end of year | 2016-12-31 | $168,823 |
Participant contributions at beginning of year | 2016-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $3,139,253 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $3,739,853 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $455,406 |
Other income not declared elsewhere | 2016-12-31 | $517,009 |
Administrative expenses (other) incurred | 2016-12-31 | $42,803 |
Total non interest bearing cash at end of year | 2016-12-31 | $69 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $379 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $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) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $27,500 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $35,795,387 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $28,721,578 |
Interest on participant loans | 2016-12-31 | $157,883 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $66,005,112 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $61,950,644 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $1,368 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $3,278,245 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $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 trusts | 2016-12-31 | $4,084,574 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Assets. Invements in employer securities at end of year | 2016-12-31 | $1,150,777 |
Assets. Invements in employer securities at beginning of year | 2016-12-31 | $1,069,897 |
Contributions received in cash from employer | 2016-12-31 | $3,850,550 |
Employer contributions (assets) at end of year | 2016-12-31 | $154,030 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $89,440 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $12,239,008 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Aggregate proceeds on sale of assets | 2016-12-31 | $79,553 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $83,383 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | WINDHAM BRANNON, P.C. |
Accountancy firm EIN | 2016-12-31 | 581763439 |
2015 : HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-11,025 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-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 assets | 2015-12-31 | $5,966 |
Total of all expenses incurred | 2015-12-31 | $13,048,949 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $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 year | 2015-12-31 | $102,853,073 |
Value of total assets at beginning of year | 2015-12-31 | $104,910,312 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $71,104 |
Total interest from all sources | 2015-12-31 | $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 year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $1,593,954 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $7,634,702 |
Participant contributions at end of year | 2015-12-31 | $4,003,037 |
Participant contributions at beginning of year | 2015-12-31 | $3,838,285 |
Participant contributions at end of year | 2015-12-31 | $0 |
Participant contributions at beginning of year | 2015-12-31 | $62,690 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $3,739,853 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $3,653,953 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $374,900 |
Other income not declared elsewhere | 2015-12-31 | $-581,169 |
Administrative expenses (other) incurred | 2015-12-31 | $55,755 |
Total non interest bearing cash at end of year | 2015-12-31 | $379 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-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) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $15,349 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $28,721,578 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $30,451,602 |
Interest on participant loans | 2015-12-31 | $152,304 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $61,950,644 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $61,218,496 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $3,278,245 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $4,390,600 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $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 trusts | 2015-12-31 | $-418,457 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Assets. Invements in employer securities at end of year | 2015-12-31 | $1,069,897 |
Assets. Invements in employer securities at beginning of year | 2015-12-31 | $1,178,093 |
Contributions received in cash from employer | 2015-12-31 | $3,716,519 |
Employer contributions (assets) at end of year | 2015-12-31 | $89,440 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $116,593 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $12,977,845 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Aggregate proceeds on sale of assets | 2015-12-31 | $103,136 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $97,170 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | WINDHAM BRANNON, P.C. |
Accountancy firm EIN | 2015-12-31 | 581763439 |
2014 : HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $-378,936 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $-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 assets | 2014-12-31 | $-51,609 |
Total of all expenses incurred | 2014-12-31 | $11,386,369 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $11,335,502 |
Value of total corrective distributions | 2014-12-31 | $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 year | 2014-12-31 | $104,910,312 |
Value of total assets at beginning of year | 2014-12-31 | $97,629,381 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $50,802 |
Total interest from all sources | 2014-12-31 | $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 year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $1,516,871 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $6,893,705 |
Participant contributions at end of year | 2014-12-31 | $3,838,285 |
Participant contributions at beginning of year | 2014-12-31 | $4,031,737 |
Participant contributions at end of year | 2014-12-31 | $62,690 |
Participant contributions at beginning of year | 2014-12-31 | $137,304 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $3,653,953 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $2,893,797 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $3,064,649 |
Other income not declared elsewhere | 2014-12-31 | $108,598 |
Administrative expenses (other) incurred | 2014-12-31 | $37,016 |
Total non interest bearing cash at end of year | 2014-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $59 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $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) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2014-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2014-12-31 | $0 |
Investment advisory and management fees | 2014-12-31 | $13,786 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $30,451,602 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $27,211,554 |
Interest on participant loans | 2014-12-31 | $134,870 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $61,218,496 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $57,362,293 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $4,390,600 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $4,097,706 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $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 trusts | 2014-12-31 | $3,299,675 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Assets. Invements in employer securities at end of year | 2014-12-31 | $1,178,093 |
Assets. Invements in employer securities at beginning of year | 2014-12-31 | $1,834,256 |
Contributions received in cash from employer | 2014-12-31 | $3,392,612 |
Employer contributions (assets) at end of year | 2014-12-31 | $116,593 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $60,675 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $11,335,502 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Aggregate proceeds on sale of assets | 2014-12-31 | $233,302 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $284,911 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | WINDHAM BRANNON, P.C. |
Accountancy firm EIN | 2014-12-31 | 581763439 |
2013 : HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $858,082 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 assets | 2013-12-31 | $30,282 |
Total of all expenses incurred | 2013-12-31 | $8,584,587 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $8,504,288 |
Value of total corrective distributions | 2013-12-31 | $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 year | 2013-12-31 | $97,629,381 |
Value of total assets at beginning of year | 2013-12-31 | $81,245,565 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $79,485 |
Total interest from all sources | 2013-12-31 | $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 year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $437,303 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $6,530,633 |
Participant contributions at end of year | 2013-12-31 | $4,031,737 |
Participant contributions at beginning of year | 2013-12-31 | $3,635,834 |
Participant contributions at end of year | 2013-12-31 | $137,304 |
Participant contributions at beginning of year | 2013-12-31 | $30,713 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $2,893,797 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $2,269,580 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $177,372 |
Other income not declared elsewhere | 2013-12-31 | $314,986 |
Administrative expenses (other) incurred | 2013-12-31 | $68,928 |
Total non interest bearing cash at end of year | 2013-12-31 | $59 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $927 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $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) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $10,557 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $27,211,554 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $21,560,982 |
Interest on participant loans | 2013-12-31 | $146,147 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $57,362,293 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $47,789,392 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $4,097,706 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $4,867,763 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $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 trusts | 2013-12-31 | $8,315,111 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Assets. Invements in employer securities at end of year | 2013-12-31 | $1,834,256 |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $1,077,751 |
Contributions received in cash from employer | 2013-12-31 | $3,141,719 |
Employer contributions (assets) at end of year | 2013-12-31 | $60,675 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $12,623 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $8,504,288 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Aggregate proceeds on sale of assets | 2013-12-31 | $131,860 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $101,578 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | WINDHAM BRANNON, P.C. |
Accountancy firm EIN | 2013-12-31 | 581763439 |
2012 : HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $387,694 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $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 assets | 2012-12-31 | $6,620 |
Total of all expenses incurred | 2012-12-31 | $5,879,586 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $5,810,898 |
Value of total corrective distributions | 2012-12-31 | $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 year | 2012-12-31 | $81,245,565 |
Value of total assets at beginning of year | 2012-12-31 | $69,254,599 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $67,808 |
Total interest from all sources | 2012-12-31 | $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 year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $488,274 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $5,857,850 |
Participant contributions at end of year | 2012-12-31 | $3,635,834 |
Participant contributions at beginning of year | 2012-12-31 | $3,166,945 |
Participant contributions at end of year | 2012-12-31 | $30,713 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $2,269,580 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $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 year | 2012-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $5,377 |
Other income not declared elsewhere | 2012-12-31 | $72,389 |
Administrative expenses (other) incurred | 2012-12-31 | $67,808 |
Total non interest bearing cash at end of year | 2012-12-31 | $927 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $24 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $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) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2012-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $21,560,982 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $17,267,584 |
Interest on participant loans | 2012-12-31 | $135,797 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $47,789,392 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $46,084,795 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $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 trusts | 2012-12-31 | $5,483,427 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Assets. Invements in employer securities at end of year | 2012-12-31 | $1,077,751 |
Assets. Invements in employer securities at beginning of year | 2012-12-31 | $769,766 |
Contributions received in cash from employer | 2012-12-31 | $2,880,537 |
Employer contributions (assets) at end of year | 2012-12-31 | $12,623 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $5,810,898 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $86,329 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $79,709 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | WINDHAM BRANNON, P.C. |
Accountancy firm EIN | 2012-12-31 | 581763439 |
2011 : HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-124,232 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-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 assets | 2011-12-31 | $-9,221 |
Total of all expenses incurred | 2011-12-31 | $6,002,201 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $5,892,193 |
Value of total corrective distributions | 2011-12-31 | $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 year | 2011-12-31 | $69,254,599 |
Value of total assets at beginning of year | 2011-12-31 | $68,548,985 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $109,218 |
Total interest from all sources | 2011-12-31 | $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 year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $337,434 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $5,317,199 |
Participant contributions at end of year | 2011-12-31 | $3,166,945 |
Participant contributions at beginning of year | 2011-12-31 | $2,542,483 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $1,960,108 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $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 year | 2011-12-31 | $5,377 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $14,985 |
Other income not declared elsewhere | 2011-12-31 | $-352,966 |
Administrative expenses (other) incurred | 2011-12-31 | $109,218 |
Total non interest bearing cash at end of year | 2011-12-31 | $24 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $751 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $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) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $17,267,584 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $16,559,030 |
Interest on participant loans | 2011-12-31 | $123,942 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $46,084,795 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $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 trusts | 2011-12-31 | $-716,106 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Assets. Invements in employer securities at end of year | 2011-12-31 | $769,766 |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $975,013 |
Contributions received in cash from employer | 2011-12-31 | $2,692,981 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $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 2520.101-3 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $72,856 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $82,077 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | WINDHAM BRANNON, P.C. |
Accountancy firm EIN | 2011-12-31 | 581763439 |
2010 : HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $-45,359 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $-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 assets | 2010-12-31 | $8,730 |
Total of all expenses incurred | 2010-12-31 | $5,894,645 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $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 year | 2010-12-31 | $68,548,985 |
Value of total assets at beginning of year | 2010-12-31 | $59,291,552 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $144,758 |
Total interest from all sources | 2010-12-31 | $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 year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $299,795 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $5,176,125 |
Participant contributions at end of year | 2010-12-31 | $2,542,483 |
Participant contributions at beginning of year | 2010-12-31 | $1,979,841 |
Participant contributions at beginning of year | 2010-12-31 | $36,104 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $2,123,791 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $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 year | 2010-12-31 | $14,985 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $21,346 |
Other income not declared elsewhere | 2010-12-31 | $194,772 |
Administrative expenses (other) incurred | 2010-12-31 | $144,758 |
Total non interest bearing cash at end of year | 2010-12-31 | $751 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $993 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $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) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $16,559,030 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $13,333,048 |
Interest on participant loans | 2010-12-31 | $121,207 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $46,332,932 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $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 trusts | 2010-12-31 | $5,165,004 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Assets. Invements in employer securities at end of year | 2010-12-31 | $975,013 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $1,123,345 |
Contributions received in cash from employer | 2010-12-31 | $2,570,164 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $17,198 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $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 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $111,702 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $102,972 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | WINDHAM BRANNON, P.C. |
Accountancy firm EIN | 2010-12-31 | 581763439 |
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 securities | 2009-12-31 | $0 |
2022: HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |