2023 Form 5500 filing — Covelli Family Limited Partnership 401(K) Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241008093903NAL0029483408001) for Covelli Family Limited Partnership 401(K) Retirement Plan, reported by Covelli Family Limited Partnership under EIN 65-0773817 and plan number 001. It reports 712 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008093903NAL0029483408001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Covelli Family Limited Partnership
- EIN
- 65-0773817
- Plan number
- 001
- Location
- Warren, OH
- Participants
- 712
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,676,481
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,676,481
- Employer contributions
- $176,663
- Participant contributions
- $335,567
- Total income / additions
- $2,014,059
- Benefits paid
- $1,171,095
- Administrative expenses
- $44,745
- Total expenses
- $1,265,440
- Net increase / (decrease)
- $748,619
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $44,744 | $0 |
| Equitable Network LLC | OTHER SERVICES | $0 | $7,084 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |