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HOME FURNITURE COMPANY OF LAFAYETTE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameHOME FURNITURE COMPANY OF LAFAYETTE, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 002

HOME FURNITURE COMPANY OF LAFAYETTE, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

HOME FURNITURE COMPANY OF LAFAYETTE, INC has sponsored the creation of one or more 401k plans.

Company Name:HOME FURNITURE COMPANY OF LAFAYETTE, INC
Employer identification number (EIN):720709445
NAIC Classification:442110
NAIC Description:Furniture Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOME FURNITURE COMPANY OF LAFAYETTE, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-04-01LORI BERWICK2024-01-07 LORI BERWICK2024-01-07
0022021-04-01LORI BERWICK2023-01-05 LORI BERWICK2023-01-05
0022020-04-01LORI BERWICK2022-01-09 LORI BERWICK2022-01-09
0022019-04-01LORI BERWICK2021-02-07 LORI BERWICK2021-02-07
0022018-04-01LORI BERWICK2019-12-22 LORI BERWICK2019-12-22
0022017-04-01
0022016-04-01
0022015-04-01LORI BERWICK
0022014-04-01LORI BERWICK

Plan Statistics for HOME FURNITURE COMPANY OF LAFAYETTE, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for HOME FURNITURE COMPANY OF LAFAYETTE, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: HOME FURNITURE COMPANY OF LAFAYETTE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-04-01310
Total number of active participants reported on line 7a of the Form 55002022-04-01239
Number of retired or separated participants receiving benefits2022-04-0118
Number of other retired or separated participants entitled to future benefits2022-04-0125
Total of all active and inactive participants2022-04-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-04-010
Total participants2022-04-01282
Number of participants with account balances2022-04-01281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-04-0112
2021: HOME FURNITURE COMPANY OF LAFAYETTE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-04-01298
Total number of active participants reported on line 7a of the Form 55002021-04-01230
Number of retired or separated participants receiving benefits2021-04-019
Number of other retired or separated participants entitled to future benefits2021-04-0140
Total of all active and inactive participants2021-04-01279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-04-010
Total participants2021-04-01279
Number of participants with account balances2021-04-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-04-0116
2020: HOME FURNITURE COMPANY OF LAFAYETTE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-04-01293
Total number of active participants reported on line 7a of the Form 55002020-04-01232
Number of retired or separated participants receiving benefits2020-04-014
Number of other retired or separated participants entitled to future benefits2020-04-0138
Total of all active and inactive participants2020-04-01274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-04-010
Total participants2020-04-01274
Number of participants with account balances2020-04-01269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-04-0121
2019: HOME FURNITURE COMPANY OF LAFAYETTE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-04-01286
Total number of active participants reported on line 7a of the Form 55002019-04-01234
Number of retired or separated participants receiving benefits2019-04-010
Number of other retired or separated participants entitled to future benefits2019-04-0140
Total of all active and inactive participants2019-04-01274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-04-011
Total participants2019-04-01275
Number of participants with account balances2019-04-01271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-04-0120
2018: HOME FURNITURE COMPANY OF LAFAYETTE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-04-01289
Total number of active participants reported on line 7a of the Form 55002018-04-01228
Number of retired or separated participants receiving benefits2018-04-010
Number of other retired or separated participants entitled to future benefits2018-04-0133
Total of all active and inactive participants2018-04-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-04-010
Total participants2018-04-01261
Number of participants with account balances2018-04-01257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-04-0116
2017: HOME FURNITURE COMPANY OF LAFAYETTE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-01277
Total number of active participants reported on line 7a of the Form 55002017-04-01227
Number of retired or separated participants receiving benefits2017-04-010
Number of other retired or separated participants entitled to future benefits2017-04-0141
Total of all active and inactive participants2017-04-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-04-010
Total participants2017-04-01268
Number of participants with account balances2017-04-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-04-0118
2016: HOME FURNITURE COMPANY OF LAFAYETTE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-01272
Total number of active participants reported on line 7a of the Form 55002016-04-01230
Number of retired or separated participants receiving benefits2016-04-010
Number of other retired or separated participants entitled to future benefits2016-04-0133
Total of all active and inactive participants2016-04-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-010
Total participants2016-04-01263
Number of participants with account balances2016-04-01260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-04-0119
2015: HOME FURNITURE COMPANY OF LAFAYETTE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-01230
Total number of active participants reported on line 7a of the Form 55002015-04-01223
Number of retired or separated participants receiving benefits2015-04-010
Number of other retired or separated participants entitled to future benefits2015-04-0124
Total of all active and inactive participants2015-04-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-04-010
Total participants2015-04-01247
Number of participants with account balances2015-04-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-04-0115
2014: HOME FURNITURE COMPANY OF LAFAYETTE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-01230
Total number of active participants reported on line 7a of the Form 55002014-04-01210
Number of retired or separated participants receiving benefits2014-04-010
Number of other retired or separated participants entitled to future benefits2014-04-010
Total of all active and inactive participants2014-04-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-04-010
Total participants2014-04-01210
Number of participants with account balances2014-04-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-04-010

Financial Data on HOME FURNITURE COMPANY OF LAFAYETTE, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2023 : HOME FURNITURE COMPANY OF LAFAYETTE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-03-31$-18,959
Total unrealized appreciation/depreciation of assets2023-03-31$-18,959
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$136,670
Expenses. Interest paid2023-03-31$3,794
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022023-03-31$3,794
Total income from all sources (including contributions)2023-03-31$272,638
Total loss/gain on sale of assets2023-03-31$0
Total of all expenses incurred2023-03-31$352,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-03-31$285,981
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-03-31$317,500
Value of total assets at end of year2023-03-31$4,287,870
Value of total assets at beginning of year2023-03-31$4,504,246
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-03-31$62,569
Total interest from all sources2023-03-31$3,582
Total dividends received (eg from common stock, registered investment company shares)2023-03-31$12,853
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-03-31$12,853
Administrative expenses professional fees incurred2023-03-31$21,579
Was this plan covered by a fidelity bond2023-03-31Yes
Value of fidelity bond cover2023-03-31$440,000
If this is an individual account plan, was there a blackout period2023-03-31No
Were there any nonexempt tranactions with any party-in-interest2023-03-31No
Assets. Other investments not covered elsewhere at end of year2023-03-31$31,620
Assets. Other investments not covered elsewhere at beginning of year2023-03-31$30,355
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-03-31$136,670
Other income not declared elsewhere2023-03-31$1,265
Administrative expenses (other) incurred2023-03-31$37,628
Total non interest bearing cash at end of year2023-03-31$9,225
Total non interest bearing cash at beginning of year2023-03-31$22,377
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Value of net income/loss2023-03-31$-79,706
Value of net assets at end of year (total assets less liabilities)2023-03-31$4,287,870
Value of net assets at beginning of year (total assets less liabilities)2023-03-31$4,367,576
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-03-31No
Were any leases to which the plan was party in default or uncollectible2023-03-31No
Investment advisory and management fees2023-03-31$3,362
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-03-31$357,147
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-03-31$399,417
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-03-31$363,431
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-03-31$506,691
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-03-31$506,691
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-03-31$3,582
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-03-31$-43,603
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-03-31No
Was there a failure to transmit to the plan any participant contributions2023-03-31No
Has the plan failed to provide any benefit when due under the plan2023-03-31No
Assets. Invements in employer securities at end of year2023-03-31$3,526,447
Assets. Invements in employer securities at beginning of year2023-03-31$3,545,406
Contributions received in cash from employer2023-03-31$317,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-03-31$285,981
Did the plan have assets held for investment2023-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-03-31No
Opinion of an independent qualified public accountant for this plan2023-03-31Unqualified
Accountancy firm name2023-03-31THIBODEAUX HEBERT DESHOTELS LEBLANC
Accountancy firm EIN2023-03-31208102502
2022 : HOME FURNITURE COMPANY OF LAFAYETTE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-03-31$94,797
Total unrealized appreciation/depreciation of assets2022-03-31$94,797
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$136,670
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$264,344
Expenses. Interest paid2022-03-31$10,326
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-03-31$10,326
Total income from all sources (including contributions)2022-03-31$361,556
Total loss/gain on sale of assets2022-03-31$0
Total of all expenses incurred2022-03-31$179,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-03-31$127,715
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-03-31$258,000
Value of total assets at end of year2022-03-31$4,504,246
Value of total assets at beginning of year2022-03-31$4,449,882
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-03-31$41,477
Total interest from all sources2022-03-31$1,488
Total dividends received (eg from common stock, registered investment company shares)2022-03-31$12,161
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-03-31$12,161
Was this plan covered by a fidelity bond2022-03-31Yes
Value of fidelity bond cover2022-03-31$420,000
If this is an individual account plan, was there a blackout period2022-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-03-31$0
Were there any nonexempt tranactions with any party-in-interest2022-03-31No
Assets. Other investments not covered elsewhere at end of year2022-03-31$30,355
Assets. Other investments not covered elsewhere at beginning of year2022-03-31$26,780
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-03-31$136,670
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-03-31$264,344
Other income not declared elsewhere2022-03-31$3,576
Administrative expenses (other) incurred2022-03-31$37,310
Liabilities. Value of operating payables at beginning of year2022-03-31$0
Total non interest bearing cash at end of year2022-03-31$22,377
Total non interest bearing cash at beginning of year2022-03-31$17,402
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Value of net income/loss2022-03-31$182,038
Value of net assets at end of year (total assets less liabilities)2022-03-31$4,367,576
Value of net assets at beginning of year (total assets less liabilities)2022-03-31$4,185,538
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-03-31No
Were any leases to which the plan was party in default or uncollectible2022-03-31No
Investment advisory and management fees2022-03-31$4,167
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-03-31$399,417
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-03-31$395,722
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-03-31$506,691
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-03-31$559,369
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-03-31$559,369
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-03-31$1,488
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-03-31$-8,466
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-03-31No
Was there a failure to transmit to the plan any participant contributions2022-03-31No
Has the plan failed to provide any benefit when due under the plan2022-03-31No
Assets. Invements in employer securities at end of year2022-03-31$3,545,406
Assets. Invements in employer securities at beginning of year2022-03-31$3,450,609
Contributions received in cash from employer2022-03-31$258,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-03-31$127,715
Did the plan have assets held for investment2022-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-03-31No
Opinion of an independent qualified public accountant for this plan2022-03-31Unqualified
Accountancy firm name2022-03-31THIBODEAUX HEBERT DESHOTELS LEBLANC
Accountancy firm EIN2022-03-31208102502
2021 : HOME FURNITURE COMPANY OF LAFAYETTE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-03-31$1,137,563
Total unrealized appreciation/depreciation of assets2021-03-31$1,137,563
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$264,344
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$387,345
Expenses. Interest paid2021-03-31$16,505
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-03-31$16,505
Total income from all sources (including contributions)2021-03-31$1,508,524
Total loss/gain on sale of assets2021-03-31$0
Total of all expenses incurred2021-03-31$139,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-03-31$82,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-03-31$258,000
Value of total assets at end of year2021-03-31$4,449,882
Value of total assets at beginning of year2021-03-31$3,203,967
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-03-31$40,889
Total interest from all sources2021-03-31$3,219
Total dividends received (eg from common stock, registered investment company shares)2021-03-31$5,032
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-03-31$5,032
Was this plan covered by a fidelity bond2021-03-31Yes
Value of fidelity bond cover2021-03-31$290,000
If this is an individual account plan, was there a blackout period2021-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-03-31$0
Were there any nonexempt tranactions with any party-in-interest2021-03-31No
Assets. Other investments not covered elsewhere at end of year2021-03-31$26,780
Assets. Other investments not covered elsewhere at beginning of year2021-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-03-31$264,344
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-03-31$385,839
Other income not declared elsewhere2021-03-31$26,780
Administrative expenses (other) incurred2021-03-31$37,284
Liabilities. Value of operating payables at end of year2021-03-31$0
Liabilities. Value of operating payables at beginning of year2021-03-31$1,506
Total non interest bearing cash at end of year2021-03-31$17,402
Total non interest bearing cash at beginning of year2021-03-31$18,406
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Value of net income/loss2021-03-31$1,368,916
Value of net assets at end of year (total assets less liabilities)2021-03-31$4,185,538
Value of net assets at beginning of year (total assets less liabilities)2021-03-31$2,816,622
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-03-31No
Were any leases to which the plan was party in default or uncollectible2021-03-31No
Investment advisory and management fees2021-03-31$3,605
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-03-31$395,722
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-03-31$312,761
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-03-31$559,369
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-03-31$559,754
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-03-31$559,754
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-03-31$3,219
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-03-31$77,930
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-03-31No
Was there a failure to transmit to the plan any participant contributions2021-03-31No
Has the plan failed to provide any benefit when due under the plan2021-03-31No
Assets. Invements in employer securities at end of year2021-03-31$3,450,609
Assets. Invements in employer securities at beginning of year2021-03-31$2,313,046
Contributions received in cash from employer2021-03-31$258,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-03-31$82,214
Did the plan have assets held for investment2021-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-03-31No
Opinion of an independent qualified public accountant for this plan2021-03-31Unqualified
Accountancy firm name2021-03-31THIBODAUX HEBERT DESHOTELS LEBLANC
Accountancy firm EIN2021-03-31208102502
2020 : HOME FURNITURE COMPANY OF LAFAYETTE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-03-31$208,554
Total unrealized appreciation/depreciation of assets2020-03-31$208,554
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$387,345
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$501,345
Expenses. Interest paid2020-03-31$22,494
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-03-31$22,494
Total income from all sources (including contributions)2020-03-31$462,942
Total loss/gain on sale of assets2020-03-31$0
Total of all expenses incurred2020-03-31$208,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-03-31$145,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-03-31$258,000
Value of total assets at end of year2020-03-31$3,203,967
Value of total assets at beginning of year2020-03-31$3,063,425
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-03-31$40,782
Total interest from all sources2020-03-31$5,947
Total dividends received (eg from common stock, registered investment company shares)2020-03-31$8,279
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-03-31$8,279
Was this plan covered by a fidelity bond2020-03-31Yes
Value of fidelity bond cover2020-03-31$260,000
If this is an individual account plan, was there a blackout period2020-03-31No
Were there any nonexempt tranactions with any party-in-interest2020-03-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-03-31$385,839
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-03-31$501,345
Administrative expenses (other) incurred2020-03-31$37,310
Liabilities. Value of operating payables at end of year2020-03-31$1,506
Total non interest bearing cash at end of year2020-03-31$18,406
Total non interest bearing cash at beginning of year2020-03-31$19,335
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Value of net income/loss2020-03-31$254,542
Value of net assets at end of year (total assets less liabilities)2020-03-31$2,816,622
Value of net assets at beginning of year (total assets less liabilities)2020-03-31$2,562,080
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-03-31No
Were any leases to which the plan was party in default or uncollectible2020-03-31No
Investment advisory and management fees2020-03-31$3,472
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-03-31$312,761
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-03-31$322,406
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-03-31$559,754
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-03-31$617,192
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-03-31$617,192
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-03-31$5,947
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-03-31$-17,838
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-03-31No
Was there a failure to transmit to the plan any participant contributions2020-03-31No
Has the plan failed to provide any benefit when due under the plan2020-03-31No
Assets. Invements in employer securities at end of year2020-03-31$2,313,046
Assets. Invements in employer securities at beginning of year2020-03-31$2,104,492
Contributions received in cash from employer2020-03-31$258,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-03-31$145,124
Did the plan have assets held for investment2020-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-03-31No
Opinion of an independent qualified public accountant for this plan2020-03-31Unqualified
Accountancy firm name2020-03-31THIBODAUX HEBERT DESHOTELS LEBLANC
Accountancy firm EIN2020-03-31208102502
2019 : HOME FURNITURE COMPANY OF LAFAYETTE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-03-31$303,350
Total unrealized appreciation/depreciation of assets2019-03-31$303,350
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$501,345
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$611,270
Expenses. Interest paid2019-03-31$28,076
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-03-31$28,076
Total income from all sources (including contributions)2019-03-31$576,775
Total loss/gain on sale of assets2019-03-31$0
Total of all expenses incurred2019-03-31$188,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-03-31$120,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-03-31$258,000
Value of total assets at end of year2019-03-31$3,063,425
Value of total assets at beginning of year2019-03-31$2,785,447
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-03-31$40,542
Total interest from all sources2019-03-31$5,272
Total dividends received (eg from common stock, registered investment company shares)2019-03-31$8,017
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-03-31$8,017
Was this plan covered by a fidelity bond2019-03-31Yes
Value of fidelity bond cover2019-03-31$260,000
If this is an individual account plan, was there a blackout period2019-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-03-31$0
Were there any nonexempt tranactions with any party-in-interest2019-03-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-03-31$501,345
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-03-31$611,270
Administrative expenses (other) incurred2019-03-31$37,284
Liabilities. Value of operating payables at beginning of year2019-03-31$0
Total non interest bearing cash at end of year2019-03-31$19,335
Total non interest bearing cash at beginning of year2019-03-31$56,873
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Value of net income/loss2019-03-31$387,903
Value of net assets at end of year (total assets less liabilities)2019-03-31$2,562,080
Value of net assets at beginning of year (total assets less liabilities)2019-03-31$2,174,177
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-03-31No
Were any leases to which the plan was party in default or uncollectible2019-03-31No
Investment advisory and management fees2019-03-31$3,258
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-03-31$322,406
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-03-31$325,750
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-03-31$617,192
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-03-31$601,682
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-03-31$601,682
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-03-31$5,272
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-03-31$2,136
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-03-31No
Was there a failure to transmit to the plan any participant contributions2019-03-31No
Has the plan failed to provide any benefit when due under the plan2019-03-31No
Assets. Invements in employer securities at end of year2019-03-31$2,104,492
Assets. Invements in employer securities at beginning of year2019-03-31$1,801,142
Contributions received in cash from employer2019-03-31$258,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-03-31$120,254
Did the plan have assets held for investment2019-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-03-31No
Opinion of an independent qualified public accountant for this plan2019-03-31Unqualified
Accountancy firm name2019-03-31THIBODAUX HEBERT DESHOTELS LEBLANC
Accountancy firm EIN2019-03-31208102502
2018 : HOME FURNITURE COMPANY OF LAFAYETTE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-03-31$227,513
Total unrealized appreciation/depreciation of assets2018-03-31$227,513
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$611,270
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$716,709
Expenses. Interest paid2018-03-31$33,426
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-03-31$33,426
Total income from all sources (including contributions)2018-03-31$709,420
Total loss/gain on sale of assets2018-03-31$0
Total of all expenses incurred2018-03-31$111,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-03-31$38,012
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-03-31$458,000
Value of total assets at end of year2018-03-31$2,785,447
Value of total assets at beginning of year2018-03-31$2,293,399
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-03-31$40,495
Total interest from all sources2018-03-31$49
Total dividends received (eg from common stock, registered investment company shares)2018-03-31$6,667
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-03-31$6,667
Was this plan covered by a fidelity bond2018-03-31Yes
Value of fidelity bond cover2018-03-31$230,000
If this is an individual account plan, was there a blackout period2018-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-03-31$0
Were there any nonexempt tranactions with any party-in-interest2018-03-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-03-31$611,270
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-03-31$715,844
Administrative expenses (other) incurred2018-03-31$37,307
Liabilities. Value of operating payables at end of year2018-03-31$0
Liabilities. Value of operating payables at beginning of year2018-03-31$865
Total non interest bearing cash at end of year2018-03-31$56,873
Total non interest bearing cash at beginning of year2018-03-31$413,057
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Value of net income/loss2018-03-31$597,487
Value of net assets at end of year (total assets less liabilities)2018-03-31$2,174,177
Value of net assets at beginning of year (total assets less liabilities)2018-03-31$1,576,690
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-03-31No
Were any leases to which the plan was party in default or uncollectible2018-03-31No
Investment advisory and management fees2018-03-31$3,188
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-03-31$325,750
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-03-31$301,896
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-03-31$601,682
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-03-31$4,817
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-03-31$4,817
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-03-31$49
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-03-31$17,191
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-03-31Yes
Was there a failure to transmit to the plan any participant contributions2018-03-31No
Has the plan failed to provide any benefit when due under the plan2018-03-31No
Assets. Invements in employer securities at end of year2018-03-31$1,801,142
Assets. Invements in employer securities at beginning of year2018-03-31$1,573,629
Contributions received in cash from employer2018-03-31$458,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-03-31$38,012
Did the plan have assets held for investment2018-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-03-31No
Opinion of an independent qualified public accountant for this plan2018-03-31Unqualified
Accountancy firm name2018-03-31THIBODAUX HEBERT DESHOTELS LEBLANC
Accountancy firm EIN2018-03-31208102502
2017 : HOME FURNITURE COMPANY OF LAFAYETTE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-03-31$150,594
Total unrealized appreciation/depreciation of assets2017-03-31$150,594
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$716,709
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$815,407
Expenses. Interest paid2017-03-31$38,437
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-03-31$38,437
Total income from all sources (including contributions)2017-03-31$726,968
Total loss/gain on sale of assets2017-03-31$0
Total of all expenses incurred2017-03-31$105,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-03-31$26,343
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-03-31$558,000
Value of total assets at end of year2017-03-31$2,293,399
Value of total assets at beginning of year2017-03-31$1,770,172
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-03-31$40,263
Total interest from all sources2017-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-03-31$8,804
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-03-31$8,804
Was this plan covered by a fidelity bond2017-03-31Yes
Value of fidelity bond cover2017-03-31$177,000
If this is an individual account plan, was there a blackout period2017-03-31No
Were there any nonexempt tranactions with any party-in-interest2017-03-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-03-31$715,844
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-03-31$815,407
Administrative expenses (other) incurred2017-03-31$37,284
Liabilities. Value of operating payables at end of year2017-03-31$865
Total non interest bearing cash at end of year2017-03-31$413,057
Total non interest bearing cash at beginning of year2017-03-31$55,819
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Value of net income/loss2017-03-31$621,925
Value of net assets at end of year (total assets less liabilities)2017-03-31$1,576,690
Value of net assets at beginning of year (total assets less liabilities)2017-03-31$954,765
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-03-31No
Were any leases to which the plan was party in default or uncollectible2017-03-31No
Investment advisory and management fees2017-03-31$2,979
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-03-31$301,896
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-03-31$283,523
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-03-31$4,817
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-03-31$7,795
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-03-31$7,795
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-03-31$9,570
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-03-31No
Was there a failure to transmit to the plan any participant contributions2017-03-31No
Has the plan failed to provide any benefit when due under the plan2017-03-31No
Assets. Invements in employer securities at end of year2017-03-31$1,573,629
Assets. Invements in employer securities at beginning of year2017-03-31$1,423,035
Contributions received in cash from employer2017-03-31$558,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-03-31$26,343
Did the plan have assets held for investment2017-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-03-31No
Opinion of an independent qualified public accountant for this plan2017-03-31Unqualified
Accountancy firm name2017-03-31THIBODAUX HEBERT DESHOTELS LEBLANC
Accountancy firm EIN2017-03-31208102502
2016 : HOME FURNITURE COMPANY OF LAFAYETTE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-03-31$53,249
Total unrealized appreciation/depreciation of assets2016-03-31$53,249
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$815,407
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$909,964
Expenses. Interest paid2016-03-31$43,443
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-03-31$43,443
Total income from all sources (including contributions)2016-03-31$306,656
Total loss/gain on sale of assets2016-03-31$0
Total of all expenses incurred2016-03-31$84,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-03-31$258,000
Value of total assets at end of year2016-03-31$1,770,172
Value of total assets at beginning of year2016-03-31$1,642,939
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-03-31$41,423
Total interest from all sources2016-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-03-31$4,853
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-03-31$4,853
Was this plan covered by a fidelity bond2016-03-31Yes
Value of fidelity bond cover2016-03-31$165,000
If this is an individual account plan, was there a blackout period2016-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-03-31$0
Were there any nonexempt tranactions with any party-in-interest2016-03-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-03-31$815,407
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-03-31$909,964
Administrative expenses (other) incurred2016-03-31$37,334
Total non interest bearing cash at end of year2016-03-31$55,819
Total non interest bearing cash at beginning of year2016-03-31$542,682
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Value of net income/loss2016-03-31$221,790
Value of net assets at end of year (total assets less liabilities)2016-03-31$954,765
Value of net assets at beginning of year (total assets less liabilities)2016-03-31$732,975
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-03-31No
Were any leases to which the plan was party in default or uncollectible2016-03-31No
Investment advisory and management fees2016-03-31$4,089
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-03-31$283,523
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-03-31$7,795
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-03-31$-9,446
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-03-31Yes
Was there a failure to transmit to the plan any participant contributions2016-03-31No
Has the plan failed to provide any benefit when due under the plan2016-03-31No
Assets. Invements in employer securities at end of year2016-03-31$1,423,035
Assets. Invements in employer securities at beginning of year2016-03-31$1,100,257
Contributions received in cash from employer2016-03-31$258,000
Did the plan have assets held for investment2016-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-03-31No
Opinion of an independent qualified public accountant for this plan2016-03-31Unqualified
Accountancy firm name2016-03-31THIBODAUX HEBERT DESHOTELS LEBLANC
Accountancy firm EIN2016-03-31208102502
2015 : HOME FURNITURE COMPANY OF LAFAYETTE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-03-31$100,257
Total unrealized appreciation/depreciation of assets2015-03-31$100,257
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$909,964
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$0
Expenses. Interest paid2015-03-31$47,964
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-03-31$47,964
Total income from all sources (including contributions)2015-03-31$818,257
Total loss/gain on sale of assets2015-03-31$0
Total of all expenses incurred2015-03-31$85,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-03-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-03-31$718,000
Value of total assets at end of year2015-03-31$1,642,939
Value of total assets at beginning of year2015-03-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-03-31$37,318
Total interest from all sources2015-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-03-31No
Administrative expenses professional fees incurred2015-03-31$34
Was this plan covered by a fidelity bond2015-03-31Yes
Value of fidelity bond cover2015-03-31$165,000
If this is an individual account plan, was there a blackout period2015-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-03-31$0
Were there any nonexempt tranactions with any party-in-interest2015-03-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-03-31$909,964
Administrative expenses (other) incurred2015-03-31$37,284
Total non interest bearing cash at end of year2015-03-31$542,682
Total non interest bearing cash at beginning of year2015-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Value of net income/loss2015-03-31$732,975
Value of net assets at end of year (total assets less liabilities)2015-03-31$732,975
Value of net assets at beginning of year (total assets less liabilities)2015-03-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-03-31No
Were any leases to which the plan was party in default or uncollectible2015-03-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-03-31Yes
Was there a failure to transmit to the plan any participant contributions2015-03-31No
Has the plan failed to provide any benefit when due under the plan2015-03-31No
Assets. Invements in employer securities at end of year2015-03-31$1,100,257
Contributions received in cash from employer2015-03-31$718,000
Did the plan have assets held for investment2015-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-03-31No
Opinion of an independent qualified public accountant for this plan2015-03-31Unqualified
Accountancy firm name2015-03-31THIBODEAUX HEBERT DESHOTEL LEBLANC
Accountancy firm EIN2015-03-31208102502

Form 5500 Responses for HOME FURNITURE COMPANY OF LAFAYETTE, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2022: HOME FURNITURE COMPANY OF LAFAYETTE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-04-01Type of plan entitySingle employer plan
2022-04-01Submission has been amendedNo
2022-04-01This submission is the final filingNo
2022-04-01This return/report is a short plan year return/report (less than 12 months)No
2022-04-01Plan is a collectively bargained planNo
2022-04-01Plan funding arrangement – InsuranceYes
2022-04-01Plan funding arrangement – TrustYes
2022-04-01Plan benefit arrangement – InsuranceYes
2022-04-01Plan benefit arrangement - TrustYes
2021: HOME FURNITURE COMPANY OF LAFAYETTE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-04-01Type of plan entitySingle employer plan
2021-04-01Submission has been amendedNo
2021-04-01This submission is the final filingNo
2021-04-01This return/report is a short plan year return/report (less than 12 months)No
2021-04-01Plan is a collectively bargained planNo
2021-04-01Plan funding arrangement – InsuranceYes
2021-04-01Plan funding arrangement – TrustYes
2021-04-01Plan benefit arrangement – InsuranceYes
2021-04-01Plan benefit arrangement - TrustYes
2020: HOME FURNITURE COMPANY OF LAFAYETTE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01Submission has been amendedNo
2020-04-01This submission is the final filingNo
2020-04-01This return/report is a short plan year return/report (less than 12 months)No
2020-04-01Plan is a collectively bargained planNo
2020-04-01Plan funding arrangement – InsuranceYes
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement – InsuranceYes
2020-04-01Plan benefit arrangement - TrustYes
2019: HOME FURNITURE COMPANY OF LAFAYETTE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Submission has been amendedNo
2019-04-01This submission is the final filingNo
2019-04-01This return/report is a short plan year return/report (less than 12 months)No
2019-04-01Plan is a collectively bargained planNo
2019-04-01Plan funding arrangement – InsuranceYes
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement – InsuranceYes
2019-04-01Plan benefit arrangement - TrustYes
2018: HOME FURNITURE COMPANY OF LAFAYETTE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Submission has been amendedNo
2018-04-01This submission is the final filingNo
2018-04-01This return/report is a short plan year return/report (less than 12 months)No
2018-04-01Plan is a collectively bargained planNo
2018-04-01Plan funding arrangement – InsuranceYes
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement – InsuranceYes
2018-04-01Plan benefit arrangement - TrustYes
2017: HOME FURNITURE COMPANY OF LAFAYETTE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Submission has been amendedNo
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)No
2017-04-01Plan is a collectively bargained planNo
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement – InsuranceYes
2017-04-01Plan benefit arrangement - TrustYes
2016: HOME FURNITURE COMPANY OF LAFAYETTE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – InsuranceYes
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement – InsuranceYes
2016-04-01Plan benefit arrangement - TrustYes
2015: HOME FURNITURE COMPANY OF LAFAYETTE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Submission has been amendedNo
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planNo
2015-04-01Plan funding arrangement – InsuranceYes
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement – InsuranceYes
2015-04-01Plan benefit arrangement - TrustYes
2014: HOME FURNITURE COMPANY OF LAFAYETTE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01First time form 5500 has been submittedYes
2014-04-01Submission has been amendedNo
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planNo
2014-04-01Plan funding arrangement – InsuranceYes
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement – InsuranceYes
2014-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )
Policy contract numberUM0102608L
Policy instance 1
Insurance contract or identification numberUM0102608L
Number of Individuals Covered2
Insurance policy start date2022-04-01
Insurance policy end date2023-03-31
Total amount of commissions paid to insurance brokerUSD $1,119
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
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?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
Commission paid to Insurance BrokerUSD $746
Insurance broker organization code?3
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )
Policy contract numberUM0102608L
Policy instance 1
Insurance contract or identification numberUM0102608L
Number of Individuals Covered2
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Total amount of commissions paid to insurance brokerUSD $1,119
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
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?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
Commission paid to Insurance BrokerUSD $746
Insurance broker organization code?3
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )
Policy contract numberUM0102608L
Policy instance 1
Insurance contract or identification numberUM0102608L
Number of Individuals Covered2
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Total amount of commissions paid to insurance brokerUSD $1,118
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
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?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
Commission paid to Insurance BrokerUSD $745
Insurance broker organization code?3
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )
Policy contract numberUM0102608L
Policy instance 1
Insurance contract or identification numberUM0102608L
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Total amount of commissions paid to insurance brokerUSD $808
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?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
Commission paid to Insurance BrokerUSD $808
Insurance broker organization code?3
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )
Policy contract numberUM0102608L
Policy instance 1
Insurance contract or identification numberUM0102608L
Number of Individuals Covered1
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Total amount of commissions paid to insurance brokerUSD $684
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?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
Commission paid to Insurance BrokerUSD $684
Insurance broker organization code?3
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )
Policy contract numberUM0102608L
Policy instance 1
Insurance contract or identification numberUM0102608L
Number of Individuals Covered1
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
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?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?Yes
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )
Policy contract numberUM0102608L
Policy instance 1
Insurance contract or identification numberUM0102608L
Insurance policy start date2015-04-01
Insurance policy end date2016-03-31
Total amount of commissions paid to insurance brokerUSD $746
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?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
Commission paid to Insurance BrokerUSD $746
Insurance broker organization code?3
Insurance broker namePAUL C. SHORT
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )
Policy contract numberUM0102608L
Policy instance 1
Insurance contract or identification numberUM0102608L
Number of Individuals Covered2
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
Total amount of commissions paid to insurance brokerUSD $746
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?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
Commission paid to Insurance BrokerUSD $746
Insurance broker organization code?3
Insurance broker namePAUL C. SHORT

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