2023 Form 5500 filing — Covenant Surgical Partners Inc. 401(K) 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 20241009154140NAL0009366067001) for Covenant Surgical Partners Inc. 401(K) Plan, reported by Covenant Surgical Partners Inc. under EIN 26-1860389 and plan number 001. It reports 2,118 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)$68.3MReported net assets$68,304,272
Participants2.1K2,118
Provider compensation$185.9K2 Schedule C row(s)$185,904
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009154140NAL0009366067001
Plan sponsor
Covenant Surgical Partners Inc.
EIN
26-1860389
Plan number
001
Location
Nashville, TN
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)$68.3M total assets
Net assets$68.3MLiabilities$0
Money in vs. money out
Total income / additions$18.8M
Total expenses$13.7M
Benefits paid / distributions$13.4M
Contributions
Employer$2M
Participant$6M
Full reported line items
Total assets (EOY)
$68,304,272
Total liabilities (EOY)
$0
Net assets (EOY)
$68,304,272
Employer contributions
$2,025,850
Participant contributions
$5,977,956
Total income / additions
$18,772,436
Benefits paid
$13,445,829
Administrative expenses
$185,904
Total expenses
$13,719,107
Net increase / (decrease)
$5,053,329
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $134.5K · Indirect $0
  2. 2
    CONSULTANT · Direct $51.4K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009154140NAL0009366067001 cover?
It is the 2023 Form 5500 filing for Covenant Surgical Partners Inc. 401(K) Plan, reported by Covenant Surgical Partners Inc. (EIN 26-1860389).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages