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BASSETT FURNITURE IND. INC. 401(K) PLAN 401k Plan overview

Plan NameBASSETT FURNITURE IND. INC. 401(K) PLAN
Plan identification number 002

BASSETT FURNITURE IND. INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BASSETT FURNITURE INDUSTRIES INCORPORATED has sponsored the creation of one or more 401k plans.

Company Name:BASSETT FURNITURE INDUSTRIES INCORPORATED
Employer identification number (EIN):540135270
NAIC Classification:337000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BASSETT FURNITURE IND. INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01EDWARD H. WHITE EDWARD H. WHITE2018-08-24
0022016-01-01EDWARD H. WHITE EDWARD H. WHITE2017-09-25
0022015-01-01EDWARD H. WHITE EDWARD H. WHITE2016-09-12
0022014-01-01EDWARD H. WHITE EDWARD H. WHITE2015-10-06
0022013-01-01EDWARD H. WHITE EDWARD H. WHITE2014-10-09
0022012-01-01EDWARD H. WHITE EDWARD H. WHITE2013-08-01
0022011-01-01EDWARD H. WHITE EDWARD H. WHITE2012-10-09
0022009-01-01EDWARD H. WHITE J.M. DANIEL2010-08-09

Plan Statistics for BASSETT FURNITURE IND. INC. 401(K) PLAN

401k plan membership statisitcs for BASSETT FURNITURE IND. INC. 401(K) PLAN

Measure Date Value
2023: BASSETT FURNITURE IND. INC. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011,771
Total number of active participants reported on line 7a of the Form 55002023-01-011,302
Number of retired or separated participants receiving benefits2023-01-0123
Number of other retired or separated participants entitled to future benefits2023-01-01495
Total of all active and inactive participants2023-01-011,820
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-011,820
Number of participants with account balances2023-01-011,604
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-01152
2022: BASSETT FURNITURE IND. INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,915
Total number of active participants reported on line 7a of the Form 55002022-01-011,294
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-01469
Total of all active and inactive participants2022-01-011,770
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-011,771
Number of participants with account balances2022-01-011,771
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0136
2021: BASSETT FURNITURE IND. INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,651
Total number of active participants reported on line 7a of the Form 55002021-01-011,429
Number of retired or separated participants receiving benefits2021-01-018
Number of other retired or separated participants entitled to future benefits2021-01-01477
Total of all active and inactive participants2021-01-011,914
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-011,915
Number of participants with account balances2021-01-011,772
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0138
2020: BASSETT FURNITURE IND. INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,124
Total number of active participants reported on line 7a of the Form 55002020-01-011,173
Number of retired or separated participants receiving benefits2020-01-017
Number of other retired or separated participants entitled to future benefits2020-01-01433
Total of all active and inactive participants2020-01-011,613
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,613
Number of participants with account balances2020-01-011,613
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0115
2019: BASSETT FURNITURE IND. INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,227
Total number of active participants reported on line 7a of the Form 55002019-01-011,741
Number of retired or separated participants receiving benefits2019-01-017
Number of other retired or separated participants entitled to future benefits2019-01-01376
Total of all active and inactive participants2019-01-012,124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012,124
Number of participants with account balances2019-01-011,907
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0137
2018: BASSETT FURNITURE IND. INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,829
Total number of active participants reported on line 7a of the Form 55002018-01-011,807
Number of retired or separated participants receiving benefits2018-01-0111
Number of other retired or separated participants entitled to future benefits2018-01-01352
Total of all active and inactive participants2018-01-012,170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012,170
Number of participants with account balances2018-01-011,912
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0130
2017: BASSETT FURNITURE IND. INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,640
Total number of active participants reported on line 7a of the Form 55002017-01-011,380
Number of retired or separated participants receiving benefits2017-01-0113
Number of other retired or separated participants entitled to future benefits2017-01-01382
Total of all active and inactive participants2017-01-011,775
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,775
Number of participants with account balances2017-01-011,775
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0125
2016: BASSETT FURNITURE IND. INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,839
Total number of active participants reported on line 7a of the Form 55002016-01-011,302
Number of retired or separated participants receiving benefits2016-01-0111
Number of other retired or separated participants entitled to future benefits2016-01-01327
Total of all active and inactive participants2016-01-011,640
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,640
Number of participants with account balances2016-01-011,640
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0118
2015: BASSETT FURNITURE IND. INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,783
Total number of active participants reported on line 7a of the Form 55002015-01-011,522
Number of retired or separated participants receiving benefits2015-01-0111
Number of other retired or separated participants entitled to future benefits2015-01-01306
Total of all active and inactive participants2015-01-011,839
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,839
Number of participants with account balances2015-01-011,639
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0123
2014: BASSETT FURNITURE IND. INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,714
Total number of active participants reported on line 7a of the Form 55002014-01-011,417
Number of retired or separated participants receiving benefits2014-01-0112
Number of other retired or separated participants entitled to future benefits2014-01-01310
Total of all active and inactive participants2014-01-011,739
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-011,740
Number of participants with account balances2014-01-011,584
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01112
2013: BASSETT FURNITURE IND. INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,790
Total number of active participants reported on line 7a of the Form 55002013-01-011,349
Number of retired or separated participants receiving benefits2013-01-0113
Number of other retired or separated participants entitled to future benefits2013-01-01302
Total of all active and inactive participants2013-01-011,664
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-011,665
Number of participants with account balances2013-01-011,588
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01100
2012: BASSETT FURNITURE IND. INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,581
Total number of active participants reported on line 7a of the Form 55002012-01-011,298
Number of retired or separated participants receiving benefits2012-01-0113
Number of other retired or separated participants entitled to future benefits2012-01-01433
Total of all active and inactive participants2012-01-011,744
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-011,745
Number of participants with account balances2012-01-011,587
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0198
2011: BASSETT FURNITURE IND. INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,501
Total number of active participants reported on line 7a of the Form 55002011-01-011,212
Number of retired or separated participants receiving benefits2011-01-0112
Number of other retired or separated participants entitled to future benefits2011-01-01330
Total of all active and inactive participants2011-01-011,554
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,554
Number of participants with account balances2011-01-011,395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: BASSETT FURNITURE IND. INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,638
Total number of active participants reported on line 7a of the Form 55002009-01-011,107
Number of retired or separated participants receiving benefits2009-01-0124
Number of other retired or separated participants entitled to future benefits2009-01-01311
Total of all active and inactive participants2009-01-011,442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-011,444
Number of participants with account balances2009-01-011,372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01107

Financial Data on BASSETT FURNITURE IND. INC. 401(K) PLAN

Measure Date Value
2023 : BASSETT FURNITURE IND. INC. 401(K) PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$-127,817
Total unrealized appreciation/depreciation of assets2023-12-31$-127,817
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$14,995,418
Total loss/gain on sale of assets2023-12-31$-15,931
Total of all expenses incurred2023-12-31$6,007,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$5,774,706
Expenses. Certain deemed distributions of participant loans2023-12-31$11,943
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$6,647,902
Value of total assets at end of year2023-12-31$68,025,231
Value of total assets at beginning of year2023-12-31$59,037,215
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$220,753
Total interest from all sources2023-12-31$275,784
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$1,786,532
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$1,662,168
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$4,943,432
Participant contributions at end of year2023-12-31$2,453,126
Participant contributions at beginning of year2023-12-31$2,161,691
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$682,854
Other income not declared elsewhere2023-12-31$-4,622
Administrative expenses (other) incurred2023-12-31$3,850
Total non interest bearing cash at end of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$156
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$8,988,016
Value of net assets at end of year (total assets less liabilities)2023-12-31$68,025,231
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$59,037,215
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$51,246
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$51,882,696
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$40,889,238
Value of interest in pooled separate accounts at end of year2023-12-31$1,086,476
Value of interest in pooled separate accounts at beginning of year2023-12-31$925,032
Interest on participant loans2023-12-31$104,915
Interest earned on other investments2023-12-31$170,869
Value of interest in common/collective trusts at end of year2023-12-31$988,964
Value of interest in common/collective trusts at beginning of year2023-12-31$2,135,645
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$8,529,222
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$9,755,683
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$6,133,982
Net investment gain/loss from pooled separate accounts2023-12-31$153,039
Net investment gain or loss from common/collective trusts2023-12-31$146,549
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Assets. Invements in employer securities at end of year2023-12-31$3,084,747
Assets. Invements in employer securities at beginning of year2023-12-31$3,169,770
Contributions received in cash from employer2023-12-31$1,021,616
Income. Dividends from common stock2023-12-31$124,364
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$5,774,706
Contract administrator fees2023-12-31$161,657
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$117,850
Aggregate carrying amount (costs) on sale of assets2023-12-31$133,781
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31SMITH LEONARD PLLC
Accountancy firm EIN2023-12-31205907591
2022 : BASSETT FURNITURE IND. INC. 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$91,412
Total unrealized appreciation/depreciation of assets2022-12-31$91,412
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$0
Total income from all sources (including contributions)2022-12-31$-1,475,949
Total loss/gain on sale of assets2022-12-31$30,385
Total of all expenses incurred2022-12-31$7,481,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,250,687
Value of total corrective distributions2022-12-31$307
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,375,887
Value of total assets at end of year2022-12-31$59,037,215
Value of total assets at beginning of year2022-12-31$67,994,779
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$230,621
Total interest from all sources2022-12-31$253,773
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,252,636
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$857,929
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$5,095,307
Participant contributions at end of year2022-12-31$2,161,691
Participant contributions at beginning of year2022-12-31$2,030,640
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$209,737
Other income not declared elsewhere2022-12-31$5,228
Administrative expenses (other) incurred2022-12-31$3,234
Total non interest bearing cash at end of year2022-12-31$156
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-8,957,564
Value of net assets at end of year (total assets less liabilities)2022-12-31$59,037,215
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$67,994,779
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$66,745
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$40,889,238
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$46,875,284
Value of interest in pooled separate accounts at end of year2022-12-31$925,032
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,376,793
Interest on participant loans2022-12-31$72,649
Interest earned on other investments2022-12-31$181,124
Value of interest in common/collective trusts at end of year2022-12-31$2,135,645
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$9,755,683
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$14,563,868
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-8,723,691
Net investment gain/loss from pooled separate accounts2022-12-31$-226,902
Net investment gain or loss from common/collective trusts2022-12-31$-534,677
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$3,169,770
Assets. Invements in employer securities at beginning of year2022-12-31$3,148,194
Contributions received in cash from employer2022-12-31$1,070,843
Income. Dividends from common stock2022-12-31$394,707
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,250,687
Contract administrator fees2022-12-31$160,642
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$542,815
Aggregate carrying amount (costs) on sale of assets2022-12-31$512,430
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SMITH LEONARD PLLC
Accountancy firm EIN2022-12-31205907591
2021 : BASSETT FURNITURE IND. INC. 401(K) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-650,781
Total unrealized appreciation/depreciation of assets2021-12-31$-650,781
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$12,584,189
Total loss/gain on sale of assets2021-12-31$22,620
Total of all expenses incurred2021-12-31$4,862,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,633,921
Expenses. Certain deemed distributions of participant loans2021-12-31$-18,096
Value of total corrective distributions2021-12-31$1,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,426,217
Value of total assets at end of year2021-12-31$67,994,779
Value of total assets at beginning of year2021-12-31$60,273,084
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$245,377
Total interest from all sources2021-12-31$340,913
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$945,872
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$846,584
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$5,217,958
Participant contributions at end of year2021-12-31$2,030,640
Participant contributions at beginning of year2021-12-31$2,252,662
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$133,880
Other income not declared elsewhere2021-12-31$-332,567
Administrative expenses (other) incurred2021-12-31$245,377
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$7,721,695
Value of net assets at end of year (total assets less liabilities)2021-12-31$67,994,779
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$60,273,084
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$46,875,284
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$38,878,232
Value of interest in pooled separate accounts at end of year2021-12-31$1,376,793
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,238,409
Interest on participant loans2021-12-31$96,237
Interest earned on other investments2021-12-31$244,676
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$14,563,868
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$14,168,013
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,671,214
Net investment gain/loss from pooled separate accounts2021-12-31$160,701
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$3,148,194
Assets. Invements in employer securities at beginning of year2021-12-31$3,735,768
Contributions received in cash from employer2021-12-31$1,074,379
Income. Dividends from common stock2021-12-31$99,288
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,633,921
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$122,380
Aggregate carrying amount (costs) on sale of assets2021-12-31$99,760
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SMITH LEONARD PLLC
Accountancy firm EIN2021-12-31205907591
2020 : BASSETT FURNITURE IND. INC. 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$678,255
Total unrealized appreciation/depreciation of assets2020-12-31$678,255
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$11,326,284
Total loss/gain on sale of assets2020-12-31$-180,097
Total of all expenses incurred2020-12-31$9,957,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$9,663,276
Expenses. Certain deemed distributions of participant loans2020-12-31$21,645
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,749,817
Value of total assets at end of year2020-12-31$60,273,084
Value of total assets at beginning of year2020-12-31$58,904,546
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$272,825
Total interest from all sources2020-12-31$389,480
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$525,129
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$393,615
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$31,374
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$4,073,582
Participant contributions at end of year2020-12-31$2,252,662
Participant contributions at beginning of year2020-12-31$2,824,413
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$123,636
Other income not declared elsewhere2020-12-31$39,007
Administrative expenses (other) incurred2020-12-31$272,825
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,368,538
Value of net assets at end of year (total assets less liabilities)2020-12-31$60,273,084
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$58,904,546
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$38,878,232
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$36,912,607
Value of interest in pooled separate accounts at end of year2020-12-31$1,238,409
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,183,869
Interest on participant loans2020-12-31$102,502
Interest earned on other investments2020-12-31$286,978
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$14,168,013
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$14,688,845
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,960,455
Net investment gain/loss from pooled separate accounts2020-12-31$164,238
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$3,735,768
Assets. Invements in employer securities at beginning of year2020-12-31$3,294,812
Contributions received in cash from employer2020-12-31$552,599
Income. Dividends from common stock2020-12-31$131,514
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$9,663,276
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$213,278
Aggregate carrying amount (costs) on sale of assets2020-12-31$393,375
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SMITH LEONARD PLLC
Accountancy firm EIN2020-12-31205907591
2019 : BASSETT FURNITURE IND. INC. 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$-684,902
Total unrealized appreciation/depreciation of assets2019-12-31$-684,902
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$13,113,031
Total loss/gain on sale of assets2019-12-31$-44,797
Total of all expenses incurred2019-12-31$6,396,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,182,243
Expenses. Certain deemed distributions of participant loans2019-12-31$4,778
Value of total corrective distributions2019-12-31$7,946
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,124,767
Value of total assets at end of year2019-12-31$58,904,546
Value of total assets at beginning of year2019-12-31$52,187,702
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$201,220
Total interest from all sources2019-12-31$439,561
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$669,681
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$567,926
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$121,128
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,729,777
Participant contributions at end of year2019-12-31$2,824,413
Participant contributions at beginning of year2019-12-31$2,721,977
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$364,336
Other income not declared elsewhere2019-12-31$75,150
Administrative expenses (other) incurred2019-12-31$201,220
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$4
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$6,716,844
Value of net assets at end of year (total assets less liabilities)2019-12-31$58,904,546
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$52,187,702
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$36,912,607
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$29,422,394
Value of interest in pooled separate accounts at end of year2019-12-31$1,183,869
Value of interest in pooled separate accounts at beginning of year2019-12-31$901,960
Interest on participant loans2019-12-31$117,785
Interest earned on other investments2019-12-31$321,776
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$14,688,845
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$14,913,682
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,338,501
Net investment gain/loss from pooled separate accounts2019-12-31$195,070
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$3,294,812
Assets. Invements in employer securities at beginning of year2019-12-31$4,227,685
Contributions received in cash from employer2019-12-31$1,030,654
Income. Dividends from common stock2019-12-31$101,755
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,182,243
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$354,508
Aggregate carrying amount (costs) on sale of assets2019-12-31$399,305
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SMITH LEONARD PLLC
Accountancy firm EIN2019-12-31205907591
2018 : BASSETT FURNITURE IND. INC. 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-3,847,056
Total unrealized appreciation/depreciation of assets2018-12-31$-3,847,056
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$395,109
Total loss/gain on sale of assets2018-12-31$73,270
Total of all expenses incurred2018-12-31$4,112,137
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,884,484
Value of total corrective distributions2018-12-31$22,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,523,230
Value of total assets at end of year2018-12-31$52,187,702
Value of total assets at beginning of year2018-12-31$55,904,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$204,677
Total interest from all sources2018-12-31$372,425
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$576,279
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$475,897
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,471,201
Participant contributions at end of year2018-12-31$2,721,977
Participant contributions at beginning of year2018-12-31$2,377,956
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$93,525
Other income not declared elsewhere2018-12-31$111,177
Administrative expenses (other) incurred2018-12-31$204,677
Total non interest bearing cash at end of year2018-12-31$4
Total non interest bearing cash at beginning of year2018-12-31$69
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,717,028
Value of net assets at end of year (total assets less liabilities)2018-12-31$52,187,702
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$55,904,730
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$29,422,394
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$30,247,319
Value of interest in pooled separate accounts at end of year2018-12-31$901,960
Value of interest in pooled separate accounts at beginning of year2018-12-31$913,981
Interest on participant loans2018-12-31$96,054
Interest earned on other investments2018-12-31$276,371
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$14,913,682
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$14,244,982
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,378,783
Net investment gain/loss from pooled separate accounts2018-12-31$-35,433
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$4,227,685
Assets. Invements in employer securities at beginning of year2018-12-31$8,120,423
Contributions received in cash from employer2018-12-31$958,504
Income. Dividends from common stock2018-12-31$100,382
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,884,484
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$277,739
Aggregate carrying amount (costs) on sale of assets2018-12-31$204,469
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SMITH LEONARD PLLC
Accountancy firm EIN2018-12-31205907591
2017 : BASSETT FURNITURE IND. INC. 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,335,976
Total unrealized appreciation/depreciation of assets2017-12-31$1,335,976
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$12,164,101
Total loss/gain on sale of assets2017-12-31$254,842
Total of all expenses incurred2017-12-31$3,848,104
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,741,826
Value of total corrective distributions2017-12-31$415
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,362,338
Value of total assets at end of year2017-12-31$55,904,730
Value of total assets at beginning of year2017-12-31$47,588,733
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$105,863
Total interest from all sources2017-12-31$296,393
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$483,691
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$316,989
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$4,300,011
Participant contributions at end of year2017-12-31$2,377,956
Participant contributions at beginning of year2017-12-31$2,058,338
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$136,978
Other income not declared elsewhere2017-12-31$79,812
Administrative expenses (other) incurred2017-12-31$105,863
Total non interest bearing cash at end of year2017-12-31$69
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$8,315,997
Value of net assets at end of year (total assets less liabilities)2017-12-31$55,904,730
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$47,588,733
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$30,247,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$24,338,774
Value of interest in pooled separate accounts at end of year2017-12-31$913,981
Value of interest in pooled separate accounts at beginning of year2017-12-31$444,186
Interest on participant loans2017-12-31$76,061
Interest earned on other investments2017-12-31$220,332
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$14,244,982
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$13,895,389
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,256,458
Net investment gain/loss from pooled separate accounts2017-12-31$94,591
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$8,120,423
Assets. Invements in employer securities at beginning of year2017-12-31$6,852,046
Contributions received in cash from employer2017-12-31$925,349
Income. Dividends from common stock2017-12-31$166,702
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,741,826
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$552,860
Aggregate carrying amount (costs) on sale of assets2017-12-31$298,018
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SMITH LEONARD PLLC
Accountancy firm EIN2017-12-31205907591
2016 : BASSETT FURNITURE IND. INC. 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$974,905
Total unrealized appreciation/depreciation of assets2016-12-31$974,905
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$8,611,863
Total loss/gain on sale of assets2016-12-31$258,605
Total of all expenses incurred2016-12-31$3,591,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,499,101
Value of total corrective distributions2016-12-31$1,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,880,215
Value of total assets at end of year2016-12-31$47,588,733
Value of total assets at beginning of year2016-12-31$42,567,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$90,338
Total interest from all sources2016-12-31$279,681
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$551,212
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$394,021
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,910,043
Participant contributions at end of year2016-12-31$2,058,338
Participant contributions at beginning of year2016-12-31$2,031,931
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$135,914
Other income not declared elsewhere2016-12-31$69,920
Administrative expenses (other) incurred2016-12-31$90,338
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$5,020,736
Value of net assets at end of year (total assets less liabilities)2016-12-31$47,588,733
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$42,567,997
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$24,338,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$21,260,433
Value of interest in pooled separate accounts at end of year2016-12-31$444,186
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$64,907
Interest earned on other investments2016-12-31$214,774
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$13,895,389
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$13,249,866
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,589,144
Net investment gain/loss from pooled separate accounts2016-12-31$8,181
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$6,852,046
Assets. Invements in employer securities at beginning of year2016-12-31$6,025,767
Contributions received in cash from employer2016-12-31$834,258
Income. Dividends from common stock2016-12-31$157,191
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,499,101
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$626,359
Aggregate carrying amount (costs) on sale of assets2016-12-31$367,754
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SMITH LEONARD PLLC
Accountancy firm EIN2016-12-31205907591
2015 : BASSETT FURNITURE IND. INC. 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$1,188,614
Total unrealized appreciation/depreciation of assets2015-12-31$1,188,614
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$6,661,687
Total loss/gain on sale of assets2015-12-31$426,891
Total of all expenses incurred2015-12-31$2,961,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,863,324
Expenses. Certain deemed distributions of participant loans2015-12-31$6,581
Value of total corrective distributions2015-12-31$2,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,690,398
Value of total assets at end of year2015-12-31$42,567,997
Value of total assets at beginning of year2015-12-31$38,868,220
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$89,763
Total interest from all sources2015-12-31$280,730
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$394,929
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$262,743
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,634,649
Participant contributions at end of year2015-12-31$2,031,931
Participant contributions at beginning of year2015-12-31$1,903,000
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$436,708
Other income not declared elsewhere2015-12-31$64,721
Administrative expenses (other) incurred2015-12-31$89,763
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$184
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$3,699,777
Value of net assets at end of year (total assets less liabilities)2015-12-31$42,567,997
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$38,868,220
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$21,260,433
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$19,209,778
Interest on participant loans2015-12-31$61,438
Interest earned on other investments2015-12-31$219,292
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$13,249,866
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$12,603,425
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-384,785
Net investment gain/loss from pooled separate accounts2015-12-31$189
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$6,025,767
Assets. Invements in employer securities at beginning of year2015-12-31$5,151,833
Contributions received in cash from employer2015-12-31$619,041
Income. Dividends from common stock2015-12-31$132,186
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,863,324
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$925,862
Aggregate carrying amount (costs) on sale of assets2015-12-31$498,971
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SMITH LEONARD PLLC
Accountancy firm EIN2015-12-31205907591
2014 : BASSETT FURNITURE IND. INC. 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$1,114,176
Total unrealized appreciation/depreciation of assets2014-12-31$1,114,176
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$6,585,280
Total loss/gain on sale of assets2014-12-31$-7,852
Total of all expenses incurred2014-12-31$2,716,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,638,343
Value of total corrective distributions2014-12-31$561
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,669,584
Value of total assets at end of year2014-12-31$38,868,220
Value of total assets at beginning of year2014-12-31$34,999,735
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$77,891
Total interest from all sources2014-12-31$289,610
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$340,641
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$213,909
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,079,910
Participant contributions at end of year2014-12-31$1,903,000
Participant contributions at beginning of year2014-12-31$1,784,855
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$180,719
Other income not declared elsewhere2014-12-31$62,806
Administrative expenses (other) incurred2014-12-31$77,891
Total non interest bearing cash at end of year2014-12-31$184
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,868,485
Value of net assets at end of year (total assets less liabilities)2014-12-31$38,868,220
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$34,999,735
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$19,209,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$16,442,487
Interest on participant loans2014-12-31$61,373
Interest earned on other investments2014-12-31$228,237
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$12,603,425
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$12,676,657
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,116,315
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$5,151,833
Assets. Invements in employer securities at beginning of year2014-12-31$4,095,736
Contributions received in cash from employer2014-12-31$408,955
Income. Dividends from common stock2014-12-31$126,732
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,638,343
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$213,118
Aggregate carrying amount (costs) on sale of assets2014-12-31$220,970
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SMITH LEONARD PLLC
Accountancy firm EIN2014-12-31205907591
2013 : BASSETT FURNITURE IND. INC. 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$820,487
Total unrealized appreciation/depreciation of assets2013-12-31$820,487
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$7,694,446
Total loss/gain on sale of assets2013-12-31$-56,624
Total of all expenses incurred2013-12-31$2,639,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,564,548
Value of total corrective distributions2013-12-31$4,700
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,260,728
Value of total assets at end of year2013-12-31$34,999,735
Value of total assets at beginning of year2013-12-31$29,945,149
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$70,612
Total interest from all sources2013-12-31$299,515
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$248,814
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$136,846
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,637,558
Participant contributions at end of year2013-12-31$1,784,855
Participant contributions at beginning of year2013-12-31$1,653,347
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$269,921
Other income not declared elsewhere2013-12-31$53,211
Administrative expenses (other) incurred2013-12-31$70,612
Total non interest bearing cash at beginning of year2013-12-31$168
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$5,054,586
Value of net assets at end of year (total assets less liabilities)2013-12-31$34,999,735
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$29,945,149
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$16,442,487
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$12,368,419
Interest on participant loans2013-12-31$52,998
Interest earned on other investments2013-12-31$246,517
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$12,676,657
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$12,445,099
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,068,315
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$4,095,736
Assets. Invements in employer securities at beginning of year2013-12-31$3,478,116
Contributions received in cash from employer2013-12-31$353,249
Income. Dividends from common stock2013-12-31$111,968
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,564,548
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$292,140
Aggregate carrying amount (costs) on sale of assets2013-12-31$348,764
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SMITH LEONARD PLLC
Accountancy firm EIN2013-12-31205907591
2012 : BASSETT FURNITURE IND. INC. 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,471,699
Total unrealized appreciation/depreciation of assets2012-12-31$1,471,699
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$6,572,563
Total loss/gain on sale of assets2012-12-31$-112,564
Total of all expenses incurred2012-12-31$2,839,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,770,497
Expenses. Certain deemed distributions of participant loans2012-12-31$4,096
Value of total corrective distributions2012-12-31$71
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,347,323
Value of total assets at end of year2012-12-31$29,945,149
Value of total assets at beginning of year2012-12-31$26,212,544
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$65,294
Total interest from all sources2012-12-31$330,993
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$653,640
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$162,391
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$440
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,125,712
Participant contributions at end of year2012-12-31$1,653,347
Participant contributions at beginning of year2012-12-31$1,577,663
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$32,822
Other income not declared elsewhere2012-12-31$355,708
Administrative expenses (other) incurred2012-12-31$65,294
Total non interest bearing cash at end of year2012-12-31$168
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,732,605
Value of net assets at end of year (total assets less liabilities)2012-12-31$29,945,149
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$26,212,544
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$12,368,419
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$11,149,234
Interest on participant loans2012-12-31$53,327
Interest earned on other investments2012-12-31$277,666
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$12,445,099
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$11,655,151
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,525,764
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$3,478,116
Assets. Invements in employer securities at beginning of year2012-12-31$1,830,496
Contributions received in cash from employer2012-12-31$188,789
Income. Dividends from common stock2012-12-31$491,249
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,770,497
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$303,608
Aggregate carrying amount (costs) on sale of assets2012-12-31$416,172
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SMITH LEONARD PLLC
Accountancy firm EIN2012-12-31205907591
2011 : BASSETT FURNITURE IND. INC. 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$1,105,938
Total unrealized appreciation/depreciation of assets2011-12-31$1,105,938
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$2,794,442
Total loss/gain on sale of assets2011-12-31$-239,948
Total of all expenses incurred2011-12-31$1,914,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,866,977
Value of total corrective distributions2011-12-31$150
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,785,545
Value of total assets at end of year2011-12-31$26,212,544
Value of total assets at beginning of year2011-12-31$25,332,921
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$47,692
Total interest from all sources2011-12-31$370,386
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$159,070
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$135,555
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$27,192
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,716,532
Participant contributions at end of year2011-12-31$1,577,663
Participant contributions at beginning of year2011-12-31$1,389,132
Participant contributions at beginning of year2011-12-31$67,571
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$69,013
Other income not declared elsewhere2011-12-31$13,282
Administrative expenses (other) incurred2011-12-31$47,692
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$879,623
Value of net assets at end of year (total assets less liabilities)2011-12-31$26,212,544
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$25,332,921
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$11,149,234
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$11,647,076
Interest on participant loans2011-12-31$57,765
Interest earned on other investments2011-12-31$312,621
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$11,655,151
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$11,113,028
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-399,831
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$1,830,496
Assets. Invements in employer securities at beginning of year2011-12-31$1,116,114
Income. Dividends from common stock2011-12-31$23,515
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,866,977
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$175,123
Aggregate carrying amount (costs) on sale of assets2011-12-31$415,071
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SMITH LEONARD PLLC
Accountancy firm EIN2011-12-31205907591
2010 : BASSETT FURNITURE IND. INC. 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$584,231
Total unrealized appreciation/depreciation of assets2010-12-31$584,231
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$3,570,530
Total loss/gain on sale of assets2010-12-31$-359,631
Total of all expenses incurred2010-12-31$2,301,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,273,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,559,190
Value of total assets at end of year2010-12-31$25,332,921
Value of total assets at beginning of year2010-12-31$24,064,305
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$28,805
Total interest from all sources2010-12-31$396,246
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$123,987
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$123,987
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,518,797
Participant contributions at end of year2010-12-31$1,389,132
Participant contributions at beginning of year2010-12-31$1,416,971
Participant contributions at end of year2010-12-31$67,571
Participant contributions at beginning of year2010-12-31$109,379
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$40,393
Other income not declared elsewhere2010-12-31$40,238
Administrative expenses (other) incurred2010-12-31$28,805
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,268,616
Value of net assets at end of year (total assets less liabilities)2010-12-31$25,332,921
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$24,064,305
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$11,647,076
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$10,316,817
Interest on participant loans2010-12-31$62,819
Interest earned on other investments2010-12-31$333,427
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$11,113,028
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$11,202,381
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,226,269
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$1,116,114
Assets. Invements in employer securities at beginning of year2010-12-31$1,018,757
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,273,109
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$127,260
Aggregate carrying amount (costs) on sale of assets2010-12-31$486,891
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CHERRY, BEKAERT & HOLLAND, LLP
Accountancy firm EIN2010-12-31560574444
2009 : BASSETT FURNITURE IND. INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BASSETT FURNITURE IND. INC. 401(K) PLAN

2023: BASSETT FURNITURE IND. INC. 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: BASSETT FURNITURE IND. INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BASSETT FURNITURE IND. INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BASSETT FURNITURE IND. INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BASSETT FURNITURE IND. INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BASSETT FURNITURE IND. INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BASSETT FURNITURE IND. INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BASSETT FURNITURE IND. INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BASSETT FURNITURE IND. INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BASSETT FURNITURE IND. INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BASSETT FURNITURE IND. INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BASSETT FURNITURE IND. INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BASSETT FURNITURE IND. INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BASSETT FURNITURE IND. INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number556057-01
Policy instance 1
Insurance contract or identification number556057-01
Number of Individuals Covered270
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number300076
Policy instance 1
Insurance contract or identification number300076
Number of Individuals Covered1771
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number300076
Policy instance 1
Insurance contract or identification number300076
Number of Individuals Covered1915
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number300076
Policy instance 1
Insurance contract or identification number300076
Number of Individuals Covered1613
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number300076
Policy instance 1
Insurance contract or identification number300076
Number of Individuals Covered2124
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number300076
Policy instance 1
Insurance contract or identification number300076
Number of Individuals Covered2170
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number300076
Policy instance 1
Insurance contract or identification number300076
Number of Individuals Covered1775
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number300076
Policy instance 1
Insurance contract or identification number300076
Number of Individuals Covered1839
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number300076
Policy instance 1
Insurance contract or identification number300076
Number of Individuals Covered1740
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number300076
Policy instance 1
Insurance contract or identification number300076
Number of Individuals Covered1665
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number300076
Policy instance 1
Insurance contract or identification number300076
Number of Individuals Covered1745
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number300076
Policy instance 1
Insurance contract or identification number300076
Number of Individuals Covered1554
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number300076
Policy instance 1
Insurance contract or identification number300076
Number of Individuals Covered1477
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $22,557
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees22557
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameLINSCO PRIVATE LEDGER CORP

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