401k Plan data: ASHLEY FURNITURE RETIREMENT PLAN plan

ASHLEY FURNITURE RETIREMENT PLAN 401k Plan overview

Plan Name	ASHLEY FURNITURE RETIREMENT PLAN
Plan identification number	001

ASHLEY FURNITURE RETIREMENT PLAN Benefits

401k Plan Type

Defined 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HILL COUNTRY FURNITURE PARTNERS has sponsored the creation of one or more 401k plans.

Company Name: HILL COUNTRY FURNITURE PARTNERS

Employer identification number (EIN): 481255554

NAIC Classification: 442110
NAIC Description: Furniture Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASHLEY FURNITURE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 SAMUEL M HELFENSTINE
001 2014-01-01 TRAVIS WILLIAMS
001 2013-01-01 TRAVIS WILLIAMS
001 2012-01-01 TRAVIS WILLIAMS
001 2011-01-01 ERIC JORDAN
001 2009-01-01 ERIC JORDAN

Plan id#	Filing Submission Date	Name of Administrator
001	2015-01-01	SAMUEL M HELFENSTINE
001	2014-01-01	TRAVIS WILLIAMS
001	2013-01-01	TRAVIS WILLIAMS
001	2012-01-01	TRAVIS WILLIAMS
001	2011-01-01	ERIC JORDAN
001	2009-01-01	ERIC JORDAN

Plan Statistics for ASHLEY FURNITURE RETIREMENT PLAN

401k plan membership statisitcs for ASHLEY FURNITURE RETIREMENT PLAN

Measure Date Value
2015: ASHLEY FURNITURE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,765
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1,036
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 117
Total of all active and inactive participants 2015-01-01 1,153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 1,153
Number of participants with account balances 2015-01-01 351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 16
2014: ASHLEY FURNITURE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,218
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1,629
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 92
Total of all active and inactive participants 2014-01-01 1,721
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 1,721
Number of participants with account balances 2014-01-01 176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 11
2013: ASHLEY FURNITURE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 890
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1,107
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 65
Total of all active and inactive participants 2013-01-01 1,173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 1,173
Number of participants with account balances 2013-01-01 150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 10
2012: ASHLEY FURNITURE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 808
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 774
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 56
Total of all active and inactive participants 2012-01-01 831
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 831
Number of participants with account balances 2012-01-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: ASHLEY FURNITURE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 936
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 713
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 60
Total of all active and inactive participants 2011-01-01 774
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 774
Number of participants with account balances 2011-01-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 7
2009: ASHLEY FURNITURE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 122
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 136
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 136
Number of participants with account balances 2009-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: ASHLEY FURNITURE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,765
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1,036
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	117
Total of all active and inactive participants	2015-01-01	1,153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	1,153
Number of participants with account balances	2015-01-01	351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	16
2014: ASHLEY FURNITURE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,218
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1,629
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	92
Total of all active and inactive participants	2014-01-01	1,721
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	1,721
Number of participants with account balances	2014-01-01	176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	11
2013: ASHLEY FURNITURE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	890
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1,107
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	65
Total of all active and inactive participants	2013-01-01	1,173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	1,173
Number of participants with account balances	2013-01-01	150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	10
2012: ASHLEY FURNITURE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	808
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	774
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	56
Total of all active and inactive participants	2012-01-01	831
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	831
Number of participants with account balances	2012-01-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: ASHLEY FURNITURE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	936
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	713
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	60
Total of all active and inactive participants	2011-01-01	774
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	774
Number of participants with account balances	2011-01-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	7
2009: ASHLEY FURNITURE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	122
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	136
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	136
Number of participants with account balances	2009-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on ASHLEY FURNITURE RETIREMENT PLAN

Measure	Date	Value
2015 : ASHLEY FURNITURE RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$860,118
Total of all expenses incurred	2015-12-31	$163,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$148,679
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$871,294
Value of total assets at end of year	2015-12-31	$1,888,286
Value of total assets at beginning of year	2015-12-31	$1,191,905
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$15,058
Total interest from all sources	2015-12-31	$3,078
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$120,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$471,204
Participant contributions at end of year	2015-12-31	$92,735
Participant contributions at beginning of year	2015-12-31	$50,138
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$134,911
Other income not declared elsewhere	2015-12-31	$6,968
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$696,381
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,888,286
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,191,905
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$4,403
Value of interest in pooled separate accounts at end of year	2015-12-31	$1,670,758
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$1,039,845
Interest on participant loans	2015-12-31	$3,078
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$124,793
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$101,922
Net investment gain/loss from pooled separate accounts	2015-12-31	$-21,222
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$265,179
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$148,679
Contract administrator fees	2015-12-31	$10,655
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	PADGETT, STRATEMANN & CO., LLP
Accountancy firm EIN	2015-12-31	741650885
2014 : ASHLEY FURNITURE RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$356,350
Total of all expenses incurred	2014-12-31	$71,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$59,345
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$288,983
Value of total assets at end of year	2014-12-31	$1,191,905
Value of total assets at beginning of year	2014-12-31	$906,628
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$11,728
Total interest from all sources	2014-12-31	$1,115
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$120,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$232,013
Participant contributions at end of year	2014-12-31	$50,138
Participant contributions at beginning of year	2014-12-31	$26,146
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$22,185
Other income not declared elsewhere	2014-12-31	$1,316
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$285,277
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,191,905
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$906,628
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$1,039,845
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$807,956
Interest on participant loans	2014-12-31	$1,115
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$101,922
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$72,526
Net investment gain/loss from pooled separate accounts	2014-12-31	$64,936
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$34,785
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$59,345
Contract administrator fees	2014-12-31	$11,728
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	PADGETT, STRATEMANN & CO., LLP
Accountancy firm EIN	2014-12-31	741650885
2013 : ASHLEY FURNITURE RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$306,190
Total of all expenses incurred	2013-12-31	$61,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$54,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$158,026
Value of total assets at end of year	2013-12-31	$906,628
Value of total assets at beginning of year	2013-12-31	$662,014
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$7,166
Total interest from all sources	2013-12-31	$692
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$120,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$130,708
Participant contributions at end of year	2013-12-31	$26,146
Participant contributions at beginning of year	2013-12-31	$20,246
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$7,161
Other income not declared elsewhere	2013-12-31	$879
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$244,614
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$906,628
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$662,014
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$807,956
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$593,184
Interest on participant loans	2013-12-31	$692
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$72,526
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$48,584
Net investment gain/loss from pooled separate accounts	2013-12-31	$146,593
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$20,157
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$54,410
Contract administrator fees	2013-12-31	$7,166
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	PADGETT, STRATEMANN & CO., LLP
Accountancy firm EIN	2013-12-31	741650885
2012 : ASHLEY FURNITURE RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
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	$198,290
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$217,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$207,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$115,402
Value of total assets at end of year	2012-12-31	$662,014
Value of total assets at beginning of year	2012-12-31	$681,045
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$9,699
Total interest from all sources	2012-12-31	$1,002
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$140,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$100,019
Participant contributions at end of year	2012-12-31	$20,246
Participant contributions at beginning of year	2012-12-31	$27,027
Participant contributions at beginning of year	2012-12-31	$2,508
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$12,979
Other income not declared elsewhere	2012-12-31	$973
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$-19,031
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$662,014
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$681,045
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in pooled separate accounts at end of year	2012-12-31	$593,184
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$589,702
Interest on participant loans	2012-12-31	$1,002
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$48,584
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$61,472
Net investment gain/loss from pooled separate accounts	2012-12-31	$80,913
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$2,404
Employer contributions (assets) at beginning of year	2012-12-31	$336
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$207,622
Contract administrator fees	2012-12-31	$9,699
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	PADGETT, STRATEMANN, & CO. LLP
Accountancy firm EIN	2012-12-31	741650885
2011 : ASHLEY FURNITURE RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
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	$93,880
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$100,267
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$92,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$101,482
Value of total assets at end of year	2011-12-31	$681,045
Value of total assets at beginning of year	2011-12-31	$687,432
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$8,192
Total interest from all sources	2011-12-31	$1,073
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$140,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$92,076
Participant contributions at end of year	2011-12-31	$27,027
Participant contributions at beginning of year	2011-12-31	$28,738
Participant contributions at end of year	2011-12-31	$2,508
Participant contributions at beginning of year	2011-12-31	$3,355
Other income not declared elsewhere	2011-12-31	$1,463
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-6,387
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$681,045
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$687,432
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in pooled separate accounts at end of year	2011-12-31	$589,702
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$597,260
Interest on participant loans	2011-12-31	$1,073
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$61,472
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$57,525
Net investment gain/loss from pooled separate accounts	2011-12-31	$-10,138
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$9,406
Employer contributions (assets) at end of year	2011-12-31	$336
Employer contributions (assets) at beginning of year	2011-12-31	$554
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$92,075
Contract administrator fees	2011-12-31	$8,192
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	PADGETT, STRATEMANN, & CO. LLP
Accountancy firm EIN	2011-12-31	741650885
2010 : ASHLEY FURNITURE RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
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	$284,558
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$105,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$98,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$204,775
Value of total assets at end of year	2010-12-31	$687,432
Value of total assets at beginning of year	2010-12-31	$508,343
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$6,804
Total interest from all sources	2010-12-31	$1,103
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$140,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$111,337
Participant contributions at end of year	2010-12-31	$28,738
Participant contributions at beginning of year	2010-12-31	$21,543
Participant contributions at end of year	2010-12-31	$3,355
Participant contributions at beginning of year	2010-12-31	$5,722
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$76,525
Other income not declared elsewhere	2010-12-31	$1,498
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$179,089
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$687,432
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$508,343
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in pooled separate accounts at end of year	2010-12-31	$597,260
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$436,572
Interest on participant loans	2010-12-31	$1,103
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$57,525
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$43,796
Net investment gain/loss from pooled separate accounts	2010-12-31	$77,182
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$16,913
Employer contributions (assets) at end of year	2010-12-31	$554
Employer contributions (assets) at beginning of year	2010-12-31	$710
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$98,665
Contract administrator fees	2010-12-31	$6,804
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	PADGETT, STRATEMANN, & CO. LLP
Accountancy firm EIN	2010-12-31	741650885
2009 : ASHLEY FURNITURE RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
2008 : ASHLEY FURNITURE RETIREMENT PLAN 2008 401k financial data
Total income from all sources	2008-12-31	$54,420
Expenses. Total of all expenses incurred	2008-12-31	$47,142
Benefits paid (including direct rollovers)	2008-12-31	$41,816
Total plan assets at end of year	2008-12-31	$261,836
Total plan assets at beginning of year	2008-12-31	$254,558
Value of fidelity bond covering the plan	2008-12-31	$140,000
Total contributions received or receivable from participants	2008-12-31	$134,639
Expenses. Other expenses not covered elsewhere	2008-12-31	$5,326
Other income received	2008-12-31	$-100,682
Net income (gross income less expenses)	2008-12-31	$7,278
Net plan assets at end of year (total assets less liabilities)	2008-12-31	$261,836
Net plan assets at beginning of year (total assets less liabilities)	2008-12-31	$254,558
Assets. Value of participant loans	2008-12-31	$10,570
Total contributions received or receivable from employer(s)	2008-12-31	$20,463
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2008-12-31	$0

Form 5500 Responses for ASHLEY FURNITURE RETIREMENT PLAN

2015: ASHLEY FURNITURE RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ASHLEY FURNITURE RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ASHLEY FURNITURE RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ASHLEY FURNITURE RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ASHLEY FURNITURE RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: ASHLEY FURNITURE RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

997877-000

Policy instance

Insurance contract or identification number	997877-000
Number of Individuals Covered	351
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

997877-000

Policy instance

Insurance contract or identification number	997877-000
Number of Individuals Covered	176
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

997877-000

Policy instance

Insurance contract or identification number	997877-000
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $419
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $419
Insurance broker organization code?	3
Insurance broker name	NFP INSURANCE AGENCY SERVICES

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

997877-000

Policy instance

Insurance contract or identification number	997877-000
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $2,311
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $1,499
Insurance broker organization code?	3
Insurance broker name	NFP INSURANCE AGENCY SERVICES

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

997877-000

Policy instance

Insurance contract or identification number	997877-000
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $2,627
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

997877-000

Policy instance

Insurance contract or identification number	997877-000
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $2,971
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

997877-000

Policy instance

Insurance contract or identification number	997877-000
Insurance policy start date	2008-01-01
Insurance policy end date	2008-12-31
Total amount of commissions paid to insurance broker	USD $1,551
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $1,551
Insurance broker organization code?	3
Insurance broker name	STEPHEN MURO

Potentially related plans

Was this data useful?

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

Information Disclaimer

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

See full terms and conditions

Company Name:	HILL COUNTRY FURNITURE PARTNERS
Employer identification number (EIN):	481255554
NAIC Classification:	442110
NAIC Description:	Furniture Stores