Covenant Woods — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Covenant Woods (EIN 54-0524902) is a plan sponsor located in Mechanicsville, VA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
54-0524902
Location
Mechanicsville, VA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$8,194,378
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$8,194,378

Contributions & income

Employer contributions
$489,053
Participant contributions
$582,646
Total income / additions
$2,336,414

Expenses & distributions

Benefits paid / distributions
$693,884
Total expenses
$697,362
Net increase / (decrease)
$1,639,052

Coverage

Total reported participants
727
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Covenant Woods plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Covenant Woods 403b Retirement Savings Plan001369$8,194,3782023
Covenant Woods Health And Welfare Plan501358not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Covenant Woods
YearPlanParticipantsSchedulesFiling
2023Covenant Woods 403b Retirement Savings Plan369H, C20241015142657NAL0014838403001
2023Covenant Woods Health And Welfare Plan35820250502092444NAL0002760003001

Related Form 5500 pages