2023 Form 5500 filing — The Coventry 401k 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 20241014133353NAL0053722338001) for The Coventry 401k Retirement Plan, reported by Coventry Resources, LLC under EIN 81-0666201 and plan number 002. It reports 272 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014133353NAL0053722338001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Coventry Resources, LLC
- EIN
- 81-0666201
- Plan number
- 002
- Location
- Fort Washington, PA
- Participants
- 272
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,807,967
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,807,967
- Employer contributions
- $529,810
- Participant contributions
- $1,900,501
- Total income / additions
- $8,068,932
- Benefits paid
- $777,222
- Administrative expenses
- $40
- Total expenses
- $777,262
- Net increase / (decrease)
- $7,291,670
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $40 | $0 |