2023 Form 5500 filing — Coventry Group 401k Trust

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 20241015193316NAL0051093888001) for Coventry Group 401k Trust, reported by Coventry Group Incorporated under EIN 87-1697208 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$484KReported net assets$484,019
Participants1
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241015193316NAL0051093888001
Plan sponsor
Coventry Group Incorporated
EIN
87-1697208
Plan number
001
Location
Roseville, CA
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$484K total assets
Net assets$484KLiabilities
Money in vs. money out
Total income / additions$0
Total expenses$0
Benefits paid / distributionsNot reported
Full reported line items
Total assets (EOY)
$484,019
Net assets (EOY)
$484,019
Total income / additions
$0
Total expenses
$0
Net increase / (decrease)
$0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015193316NAL0051093888001 cover?
It is the 2023 Form 5500 filing for Coventry Group 401k Trust, reported by Coventry Group Incorporated (EIN 87-1697208).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages