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JEROMES FURNITURE WAREHOUSE 401(K) SAVINGS PLAN 401k Plan overview

Plan NameJEROMES FURNITURE WAREHOUSE 401(K) SAVINGS PLAN
Plan identification number 004

JEROMES FURNITURE WAREHOUSE 401(K) SAVINGS PLAN Benefits

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

401k Sponsoring company profile

JEROMES FURNITURE WAREHOUSE has sponsored the creation of one or more 401k plans.

Company Name:JEROMES FURNITURE WAREHOUSE
Employer identification number (EIN):951858201
NAIC Classification:442110
NAIC Description:Furniture Stores

Additional information about JEROMES FURNITURE WAREHOUSE

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0308718

More information about JEROMES FURNITURE WAREHOUSE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEROMES FURNITURE WAREHOUSE 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01AIMEE OLIVAR AIMEE OLIVAR2018-10-03
0042016-01-01IRMA URIARTE IRMA URIARTE2017-10-13
0042015-01-01IRMA URIARTE
0042014-01-01IRMA URIARTE
0042013-01-01IRMA URIARTE
0042012-01-01PAM FETTU
0042011-01-01PAUL SANFORD
0042010-01-01PAUL SANFORD
0042009-01-01PAUL SANFORD

Plan Statistics for JEROMES FURNITURE WAREHOUSE 401(K) SAVINGS PLAN

401k plan membership statisitcs for JEROMES FURNITURE WAREHOUSE 401(K) SAVINGS PLAN

Measure Date Value
2022: JEROMES FURNITURE WAREHOUSE 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01819
Total number of active participants reported on line 7a of the Form 55002022-01-01571
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01208
Total of all active and inactive participants2022-01-01779
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01779
Number of participants with account balances2022-01-01724
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0141
2021: JEROMES FURNITURE WAREHOUSE 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01737
Total number of active participants reported on line 7a of the Form 55002021-01-01504
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01297
Total of all active and inactive participants2021-01-01801
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01801
Number of participants with account balances2021-01-01768
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0167
2020: JEROMES FURNITURE WAREHOUSE 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01931
Total number of active participants reported on line 7a of the Form 55002020-01-01576
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01158
Total of all active and inactive participants2020-01-01734
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01734
Number of participants with account balances2020-01-01689
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01199
2019: JEROMES FURNITURE WAREHOUSE 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,109
Total number of active participants reported on line 7a of the Form 55002019-01-01757
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01159
Total of all active and inactive participants2019-01-01916
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01917
Number of participants with account balances2019-01-01861
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01165
2018: JEROMES FURNITURE WAREHOUSE 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01900
Total number of active participants reported on line 7a of the Form 55002018-01-01806
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01281
Total of all active and inactive participants2018-01-011,087
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-011,088
Number of participants with account balances2018-01-011,024
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01101
2017: JEROMES FURNITURE WAREHOUSE 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01807
Total number of active participants reported on line 7a of the Form 55002017-01-01724
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0161
Total of all active and inactive participants2017-01-01785
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01785
Number of participants with account balances2017-01-01717
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01132
2016: JEROMES FURNITURE WAREHOUSE 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01593
Total number of active participants reported on line 7a of the Form 55002016-01-01692
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0181
Total of all active and inactive participants2016-01-01773
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01773
Number of participants with account balances2016-01-01709
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0173
2015: JEROMES FURNITURE WAREHOUSE 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01502
Total number of active participants reported on line 7a of the Form 55002015-01-01533
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0166
Total of all active and inactive participants2015-01-01599
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01599
Number of participants with account balances2015-01-01527
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0123
2014: JEROMES FURNITURE WAREHOUSE 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01553
Total number of active participants reported on line 7a of the Form 55002014-01-01462
Number of other retired or separated participants entitled to future benefits2014-01-0145
Total of all active and inactive participants2014-01-01507
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01507
Number of participants with account balances2014-01-01438
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0115
2013: JEROMES FURNITURE WAREHOUSE 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01414
Total number of active participants reported on line 7a of the Form 55002013-01-01403
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0137
Total of all active and inactive participants2013-01-01440
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01440
Number of participants with account balances2013-01-01414
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: JEROMES FURNITURE WAREHOUSE 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01376
Total number of active participants reported on line 7a of the Form 55002012-01-01375
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0146
Total of all active and inactive participants2012-01-01421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01421
Number of participants with account balances2012-01-01322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0115
2011: JEROMES FURNITURE WAREHOUSE 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01390
Total number of active participants reported on line 7a of the Form 55002011-01-01340
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0157
Total of all active and inactive participants2011-01-01397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01397
Number of participants with account balances2011-01-01309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0112
2010: JEROMES FURNITURE WAREHOUSE 401(K) SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01350
Total number of active participants reported on line 7a of the Form 55002010-01-01316
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0155
Total of all active and inactive participants2010-01-01371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01371
Number of participants with account balances2010-01-01291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: JEROMES FURNITURE WAREHOUSE 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01363
Total number of active participants reported on line 7a of the Form 55002009-01-01296
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0149
Total of all active and inactive participants2009-01-01345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01345
Number of participants with account balances2009-01-01267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on JEROMES FURNITURE WAREHOUSE 401(K) SAVINGS PLAN

Measure Date Value
2022 : JEROMES FURNITURE WAREHOUSE 401(K) SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-414,643
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,528,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,379,599
Expenses. Certain deemed distributions of participant loans2022-12-31$57,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,755,039
Value of total assets at end of year2022-12-31$18,150,374
Value of total assets at beginning of year2022-12-31$20,093,236
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$90,656
Total interest from all sources2022-12-31$42,703
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$402,655
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$402,655
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,350,386
Participant contributions at end of year2022-12-31$773,864
Participant contributions at beginning of year2022-12-31$881,627
Participant contributions at end of year2022-12-31$65,866
Participant contributions at beginning of year2022-12-31$268
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$45,161
Other income not declared elsewhere2022-12-31$6,264
Administrative expenses (other) incurred2022-12-31$90,656
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,942,862
Value of net assets at end of year (total assets less liabilities)2022-12-31$18,150,374
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$20,093,236
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$16,944,877
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$18,969,716
Interest on participant loans2022-12-31$42,703
Value of interest in common/collective trusts at end of year2022-12-31$340,751
Value of interest in common/collective trusts at beginning of year2022-12-31$223,256
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,626,637
Net investment gain or loss from common/collective trusts2022-12-31$5,333
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$359,492
Employer contributions (assets) at end of year2022-12-31$25,016
Employer contributions (assets) at beginning of year2022-12-31$18,369
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,379,599
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31JGD & ASSOCIATES LLP
Accountancy firm EIN2022-12-31953132551
2021 : JEROMES FURNITURE WAREHOUSE 401(K) SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$5,039,755
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,323,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,225,770
Expenses. Certain deemed distributions of participant loans2021-12-31$8,466
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,911,417
Value of total assets at end of year2021-12-31$20,093,236
Value of total assets at beginning of year2021-12-31$16,376,820
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$89,103
Total interest from all sources2021-12-31$46,786
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$903,421
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$903,421
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,366,647
Participant contributions at end of year2021-12-31$881,627
Participant contributions at beginning of year2021-12-31$796,837
Participant contributions at end of year2021-12-31$268
Participant contributions at beginning of year2021-12-31$82,072
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$119,390
Other income not declared elsewhere2021-12-31$45
Administrative expenses (other) incurred2021-12-31$89,103
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,716,416
Value of net assets at end of year (total assets less liabilities)2021-12-31$20,093,236
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$16,376,820
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$18,969,716
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$15,165,279
Interest on participant loans2021-12-31$46,786
Value of interest in common/collective trusts at end of year2021-12-31$223,256
Value of interest in common/collective trusts at beginning of year2021-12-31$305,704
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,174,507
Net investment gain or loss from common/collective trusts2021-12-31$3,579
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$425,380
Employer contributions (assets) at end of year2021-12-31$18,369
Employer contributions (assets) at beginning of year2021-12-31$26,928
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,225,770
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31JGD & ASSOCIATES LLP
Accountancy firm EIN2021-12-31953132551
2020 : JEROMES FURNITURE WAREHOUSE 401(K) SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,920,940
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,726,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,528,491
Expenses. Certain deemed distributions of participant loans2020-12-31$107,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,220,528
Value of total assets at end of year2020-12-31$16,376,820
Value of total assets at beginning of year2020-12-31$14,181,982
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$89,756
Total interest from all sources2020-12-31$42,427
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$354,965
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$354,965
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,944,680
Participant contributions at end of year2020-12-31$796,837
Participant contributions at beginning of year2020-12-31$899,458
Participant contributions at end of year2020-12-31$82,072
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$11,691
Other income not declared elsewhere2020-12-31$767
Administrative expenses (other) incurred2020-12-31$89,756
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,194,838
Value of net assets at end of year (total assets less liabilities)2020-12-31$16,376,820
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$14,181,982
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$15,165,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$12,944,001
Interest on participant loans2020-12-31$42,427
Value of interest in common/collective trusts at end of year2020-12-31$305,704
Value of interest in common/collective trusts at beginning of year2020-12-31$320,062
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,297,026
Net investment gain or loss from common/collective trusts2020-12-31$5,227
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$264,157
Employer contributions (assets) at end of year2020-12-31$26,928
Employer contributions (assets) at beginning of year2020-12-31$18,461
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,528,491
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31JGD & ASSOCIATES, LLP
Accountancy firm EIN2020-12-31953132551
2019 : JEROMES FURNITURE WAREHOUSE 401(K) SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,814,481
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,610,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,460,880
Expenses. Certain deemed distributions of participant loans2019-12-31$30,450
Value of total corrective distributions2019-12-31$1,639
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,600,307
Value of total assets at end of year2019-12-31$14,181,982
Value of total assets at beginning of year2019-12-31$10,977,778
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$117,308
Total interest from all sources2019-12-31$45,251
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$344,405
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$344,405
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,199,136
Participant contributions at end of year2019-12-31$899,458
Participant contributions at beginning of year2019-12-31$757,904
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$51,024
Other income not declared elsewhere2019-12-31$59
Administrative expenses (other) incurred2019-12-31$117,308
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,204,204
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,181,982
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,977,778
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,944,001
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,956,669
Interest on participant loans2019-12-31$45,251
Value of interest in common/collective trusts at end of year2019-12-31$320,062
Value of interest in common/collective trusts at beginning of year2019-12-31$263,205
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,817,163
Net investment gain or loss from common/collective trusts2019-12-31$7,296
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$350,147
Employer contributions (assets) at end of year2019-12-31$18,461
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,460,880
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31JGD & ASSOCIATES, LLP
Accountancy firm EIN2019-12-31953132551
2018 : JEROMES FURNITURE WAREHOUSE 401(K) SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$2,442,065
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,732,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,598,832
Expenses. Certain deemed distributions of participant loans2018-12-31$63,095
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,612,580
Value of total assets at end of year2018-12-31$10,977,778
Value of total assets at beginning of year2018-12-31$10,268,602
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$70,962
Total interest from all sources2018-12-31$31,576
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$556,184
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$556,184
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,100,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,038,056
Participant contributions at end of year2018-12-31$757,904
Participant contributions at beginning of year2018-12-31$472,476
Participant contributions at beginning of year2018-12-31$586
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$227,883
Other income not declared elsewhere2018-12-31$2,706
Administrative expenses (other) incurred2018-12-31$70,962
Total non interest bearing cash at beginning of year2018-12-31$320
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$709,176
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,977,778
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,268,602
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$9,956,669
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$381,897
Value of interest in pooled separate accounts at beginning of year2018-12-31$58,849
Interest on participant loans2018-12-31$31,576
Value of interest in common/collective trusts at end of year2018-12-31$263,205
Value of interest in common/collective trusts at beginning of year2018-12-31$9,188,479
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$165,972
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-770,731
Net investment gain or loss from common/collective trusts2018-12-31$9,750
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$346,641
Employer contributions (assets) at beginning of year2018-12-31$23
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,598,832
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31LEANDER L. SICO
Accountancy firm EIN2018-12-31950858589
2017 : JEROMES FURNITURE WAREHOUSE 401(K) SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,333,986
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$735,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$714,349
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,063,953
Value of total assets at end of year2017-12-31$10,268,602
Value of total assets at beginning of year2017-12-31$7,670,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$21,495
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$22,866
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$4,781
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$4,781
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$1,663,251
Participant contributions at end of year2017-12-31$472,476
Participant contributions at beginning of year2017-12-31$309,608
Participant contributions at end of year2017-12-31$586
Participant contributions at beginning of year2017-12-31$1
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$121,546
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$208
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$274
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$320
Total non interest bearing cash at beginning of year2017-12-31$320
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$2,598,142
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,268,602
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,670,460
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$381,897
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$265,886
Value of interest in pooled separate accounts at end of year2017-12-31$58,849
Value of interest in pooled separate accounts at beginning of year2017-12-31$74,001
Interest on participant loans2017-12-31$20,819
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$2,047
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$9,188,479
Value of interest in common/collective trusts at beginning of year2017-12-31$6,862,262
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$165,972
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$158,382
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$31,726
Net investment gain/loss from pooled separate accounts2017-12-31$7,045
Net investment gain or loss from common/collective trusts2017-12-31$1,203,341
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$279,156
Employer contributions (assets) at end of year2017-12-31$23
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$714,141
Contract administrator fees2017-12-31$21,495
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HUTCHINSON & BLOODGOOD, LLP
Accountancy firm EIN2017-12-31950858589
2016 : JEROMES FURNITURE WAREHOUSE 401(K) SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,344,850
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,163,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,137,853
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,747,033
Value of total assets at end of year2016-12-31$7,670,460
Value of total assets at beginning of year2016-12-31$6,488,711
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$25,248
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$15,876
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$8,772
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$8,772
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$1,401,678
Participant contributions at end of year2016-12-31$309,608
Participant contributions at beginning of year2016-12-31$269,690
Participant contributions at end of year2016-12-31$1
Participant contributions at beginning of year2016-12-31$15
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$861,227
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$82,121
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$955
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$52
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$320
Total non interest bearing cash at beginning of year2016-12-31$4,746
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$1,181,749
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,670,460
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,488,711
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$265,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,017,205
Value of interest in pooled separate accounts at end of year2016-12-31$74,001
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$15,021
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$855
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$6,862,262
Value of interest in common/collective trusts at beginning of year2016-12-31$329,738
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$158,382
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$176,372
Net investment gain/loss from pooled separate accounts2016-12-31$-130
Net investment gain or loss from common/collective trusts2016-12-31$396,875
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$263,234
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$6,090
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,136,898
Contract administrator fees2016-12-31$25,248
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HUTCHINSON & BLOODGOOD, LLP
Accountancy firm EIN2016-12-31950858589
2015 : JEROMES FURNITURE WAREHOUSE 401(K) SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$710
Total income from all sources (including contributions)2015-12-31$1,035,274
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$369,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$341,732
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,277,641
Value of total assets at end of year2015-12-31$6,488,711
Value of total assets at beginning of year2015-12-31$5,823,295
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$27,416
Total interest from all sources2015-12-31$11,442
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$198,710
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$198,710
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,039,321
Participant contributions at end of year2015-12-31$269,690
Participant contributions at beginning of year2015-12-31$215,226
Participant contributions at end of year2015-12-31$15
Participant contributions at beginning of year2015-12-31$3,130
Assets. Other investments not covered elsewhere at end of year2015-12-31$861,227
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$793,026
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$28,264
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$710
Other income not declared elsewhere2015-12-31$-19,113
Total non interest bearing cash at end of year2015-12-31$4,746
Total non interest bearing cash at beginning of year2015-12-31$21,475
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$666,126
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,488,711
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,822,585
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,017,205
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,488,848
Interest on participant loans2015-12-31$11,389
Value of interest in common/collective trusts at end of year2015-12-31$329,738
Value of interest in common/collective trusts at beginning of year2015-12-31$293,994
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$53
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-436,594
Net investment gain or loss from common/collective trusts2015-12-31$3,188
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$210,056
Employer contributions (assets) at end of year2015-12-31$6,090
Employer contributions (assets) at beginning of year2015-12-31$7,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$341,732
Contract administrator fees2015-12-31$27,416
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HUTCHINSON & BLOODGOOD, LLP
Accountancy firm EIN2015-12-31950858589
2014 : JEROMES FURNITURE WAREHOUSE 401(K) SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$710
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$3,026
Total income from all sources (including contributions)2014-12-31$1,235,207
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$666,072
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$649,465
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$952,178
Value of total assets at end of year2014-12-31$5,823,295
Value of total assets at beginning of year2014-12-31$5,256,476
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$16,607
Total interest from all sources2014-12-31$10,083
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$273,823
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$273,823
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$792,446
Participant contributions at end of year2014-12-31$215,226
Participant contributions at beginning of year2014-12-31$216,122
Participant contributions at end of year2014-12-31$3,130
Assets. Other investments not covered elsewhere at end of year2014-12-31$793,026
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$644,960
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$710
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$3,026
Other income not declared elsewhere2014-12-31$39,235
Total non interest bearing cash at end of year2014-12-31$21,475
Total non interest bearing cash at beginning of year2014-12-31$2,595
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$569,135
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,822,585
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,253,450
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,488,848
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,266,677
Income. Interest from loans (other than to participants)2014-12-31$10,018
Value of interest in common/collective trusts at end of year2014-12-31$293,994
Value of interest in common/collective trusts at beginning of year2014-12-31$126,122
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$65
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-42,181
Net investment gain or loss from common/collective trusts2014-12-31$2,069
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$159,732
Employer contributions (assets) at end of year2014-12-31$7,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$649,465
Contract administrator fees2014-12-31$16,607
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HUTCHINSON & BLOODGOOD, LLP
Accountancy firm EIN2014-12-31950858589
2013 : JEROMES FURNITURE WAREHOUSE 401(K) SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$3,026
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,132,963
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$489,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$470,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$752,008
Value of total assets at end of year2013-12-31$5,256,476
Value of total assets at beginning of year2013-12-31$4,610,468
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$19,649
Total interest from all sources2013-12-31$9,839
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$139,808
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$139,808
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$628,530
Participant contributions at end of year2013-12-31$216,122
Participant contributions at beginning of year2013-12-31$177,257
Participant contributions at beginning of year2013-12-31$2,225
Assets. Other investments not covered elsewhere at end of year2013-12-31$644,960
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$491,436
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,333
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$66
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$3,026
Other income not declared elsewhere2013-12-31$86,636
Total non interest bearing cash at end of year2013-12-31$2,595
Total non interest bearing cash at beginning of year2013-12-31$11,528
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$642,982
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,253,450
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,610,468
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,266,677
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,808,103
Income. Interest from loans (other than to participants)2013-12-31$9,839
Value of interest in common/collective trusts at end of year2013-12-31$126,122
Value of interest in common/collective trusts at beginning of year2013-12-31$113,936
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$143,755
Net investment gain or loss from common/collective trusts2013-12-31$917
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$122,145
Employer contributions (assets) at beginning of year2013-12-31$5,917
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$470,332
Contract administrator fees2013-12-31$19,649
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HUTCHINSON & BLOODGOOD, LLP
Accountancy firm EIN2013-12-31950858589
2012 : JEROMES FURNITURE WAREHOUSE 401(K) SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$151
Total income from all sources (including contributions)2012-12-31$1,068,344
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$386,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$371,215
Value of total corrective distributions2012-12-31$5,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$644,772
Value of total assets at end of year2012-12-31$4,610,468
Value of total assets at beginning of year2012-12-31$3,928,801
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$9,811
Total interest from all sources2012-12-31$11,122
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$162,426
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$162,426
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$541,615
Participant contributions at end of year2012-12-31$177,257
Participant contributions at beginning of year2012-12-31$210,933
Participant contributions at end of year2012-12-31$2,225
Participant contributions at beginning of year2012-12-31$2,530
Assets. Other investments not covered elsewhere at end of year2012-12-31$491,436
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$334,907
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$66
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$151
Other income not declared elsewhere2012-12-31$27,965
Total non interest bearing cash at end of year2012-12-31$11,528
Total non interest bearing cash at beginning of year2012-12-31$12,083
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$681,818
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,610,468
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,928,650
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,808,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,300,197
Interest on participant loans2012-12-31$10,895
Value of interest in common/collective trusts at end of year2012-12-31$113,936
Value of interest in common/collective trusts at beginning of year2012-12-31$51,475
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$227
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$221,374
Net investment gain or loss from common/collective trusts2012-12-31$685
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$103,157
Employer contributions (assets) at end of year2012-12-31$5,917
Employer contributions (assets) at beginning of year2012-12-31$16,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$371,215
Contract administrator fees2012-12-31$9,811
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HUTCHINSON & BLOODGOOD, LLP
Accountancy firm EIN2012-12-31950858589
2011 : JEROMES FURNITURE WAREHOUSE 401(K) SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$151
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$65
Total income from all sources (including contributions)2011-12-31$619,860
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$842,090
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$817,086
Value of total corrective distributions2011-12-31$18,734
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$686,491
Value of total assets at end of year2011-12-31$3,928,801
Value of total assets at beginning of year2011-12-31$4,150,945
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$6,270
Total interest from all sources2011-12-31$9,762
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$69,386
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$69,386
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$437,670
Participant contributions at end of year2011-12-31$210,933
Participant contributions at beginning of year2011-12-31$156,796
Participant contributions at end of year2011-12-31$2,530
Assets. Other investments not covered elsewhere at end of year2011-12-31$334,907
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$481,978
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$203,392
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$151
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$65
Other income not declared elsewhere2011-12-31$6,681
Total non interest bearing cash at end of year2011-12-31$12,083
Total non interest bearing cash at beginning of year2011-12-31$20,153
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-222,230
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,928,650
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,150,880
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,300,197
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,431,973
Interest on participant loans2011-12-31$9,698
Value of interest in common/collective trusts at end of year2011-12-31$51,475
Value of interest in common/collective trusts at beginning of year2011-12-31$1,060,045
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$64
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-168,886
Net investment gain or loss from common/collective trusts2011-12-31$16,426
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$45,429
Employer contributions (assets) at end of year2011-12-31$16,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$817,086
Contract administrator fees2011-12-31$6,270
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31HUTCHINSON & BLOODGOOD, LLP
Accountancy firm EIN2011-12-31950858589
2010 : JEROMES FURNITURE WAREHOUSE 401(K) SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$65
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$230
Total income from all sources (including contributions)2010-12-31$714,240
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$243,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$238,340
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$346,440
Value of total assets at end of year2010-12-31$4,150,945
Value of total assets at beginning of year2010-12-31$3,680,310
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,100
Total interest from all sources2010-12-31$9,810
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$75,249
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$75,249
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$156,796
Participant contributions at beginning of year2010-12-31$144,563
Assets. Other investments not covered elsewhere at end of year2010-12-31$481,978
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$491,344
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$65
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$230
Other income not declared elsewhere2010-12-31$15,075
Total non interest bearing cash at end of year2010-12-31$20,153
Total non interest bearing cash at beginning of year2010-12-31$28,084
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$470,800
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,150,880
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,680,080
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,431,973
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,955,766
Interest on participant loans2010-12-31$9,543
Value of interest in common/collective trusts at end of year2010-12-31$1,060,045
Value of interest in common/collective trusts at beginning of year2010-12-31$1,060,553
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$267
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$244,853
Net investment gain or loss from common/collective trusts2010-12-31$22,813
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$346,440
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$238,340
Contract administrator fees2010-12-31$5,100
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HUTCHINSON & BLOODGOOD, LLP
Accountancy firm EIN2010-12-31950858589

Form 5500 Responses for JEROMES FURNITURE WAREHOUSE 401(K) SAVINGS PLAN

2022: JEROMES FURNITURE WAREHOUSE 401(K) SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JEROMES FURNITURE WAREHOUSE 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JEROMES FURNITURE WAREHOUSE 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JEROMES FURNITURE WAREHOUSE 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JEROMES FURNITURE WAREHOUSE 401(K) SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JEROMES FURNITURE WAREHOUSE 401(K) SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JEROMES FURNITURE WAREHOUSE 401(K) SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JEROMES FURNITURE WAREHOUSE 401(K) SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JEROMES FURNITURE WAREHOUSE 401(K) SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JEROMES FURNITURE WAREHOUSE 401(K) SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JEROMES FURNITURE WAREHOUSE 401(K) SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JEROMES FURNITURE WAREHOUSE 401(K) SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JEROMES FURNITURE WAREHOUSE 401(K) SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JEROMES FURNITURE WAREHOUSE 401(K) SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered785
Insurance policy start date2018-01-01
Insurance policy end date2018-01-31
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered785
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $215
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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
Commission paid to Insurance BrokerUSD $215
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameS B H U LIFE AGENCY INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number717482
Policy instance 2
Insurance contract or identification number717482
Number of Individuals Covered785
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $18
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameS B H U LIFE AGENCY INC

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