2023 Form 5500 filing — Covenant Care 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 20241015161437NAL0015057219001) for Covenant Care 401(K) Plan, reported by Covenant Care California, LLC under EIN 33-0631540 and plan number 001. It reports 5,122 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015161437NAL0015057219001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Covenant Care California, LLC
- EIN
- 33-0631540
- Plan number
- 001
- Location
- Aliso Viejo, CA
- Participants
- 5,122
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $74,775,437
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $74,775,437
- Employer contributions
- -$250
- Participant contributions
- $5,963,692
- Total income / additions
- $17,886,510
- Benefits paid
- $9,004,207
- Administrative expenses
- $186,344
- Total expenses
- $9,274,142
- Net increase / (decrease)
- $8,612,368
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $150,544 | $0 |
| Nfp Retirement,Inc | CONSULTANT | $29,500 | not reported in the loaded dataset |
| Marcum Llp | ACCOUNTANT | $12,000 | not reported in the loaded dataset |