2023 Form 5500 filing — Covenant House Savings And 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 20241009093324NAL0018096289002) for Covenant House Savings And Retirement Plan, reported by Covenant House under EIN 13-2725416 and plan number 002. It reports 2,220 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$58MReported net assets$57,984,183
Participants2.2K2,220
Provider compensation$226.5K2 Schedule C row(s)$226,481
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009093324NAL0018096289002
Plan sponsor
Covenant House
EIN
13-2725416
Plan number
002
Location
New York, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$58M total assets
Net assets$58MLiabilities
Money in vs. money out
Total income / additions$15.5M
Total expenses$6M
Benefits paid / distributions$5.7M
Contributions
Employer$3.5M
Participant$4M
Full reported line items
Total assets (EOY)
$57,984,183
Net assets (EOY)
$57,984,183
Employer contributions
$3,488,631
Participant contributions
$3,965,751
Total income / additions
$15,540,793
Benefits paid
$5,685,655
Administrative expenses
$226,481
Total expenses
$5,954,779
Net increase / (decrease)
$9,586,014
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORD KEEPER · Direct $226.5K · Indirect $0
  2. 2
    SECURITIES BROKER · Direct $0 · Indirect $0

Related Form 5500 pages