Plan5500

Covenant Surgical Partners Inc. 401(K) Plan — Form 5500 plan (Covenant Surgical Partners Inc.)

Plain-English plan 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, Covenant Surgical Partners Inc. 401(K) Plan is a benefit plan reported by Covenant Surgical Partners Inc. under EIN 26-1860389 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,118 participants and $68,304,272 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$68.3MPlan net assets, end of year$68,304,272
Participants2.1KCovered participants reported2,118
Assets / participant$32.2KComputed: assets ÷ participants$32,249 (computed)
Provider compensation$185.9K2 Schedule C provider row(s)$185,904
Plan sponsor
Covenant Surgical Partners Inc.
EIN
26-1860389
Plan number
001
Plan type
2
Location
Nashville, TN
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    2,118 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

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

Net assets

Total assets (EOY)
$68,304,272
Total liabilities (EOY)
$0
Net assets (EOY)
$68,304,272
Net assets (BOY)
$63,250,943

Income & contributions

Employer contributions
$2,025,850
Participant contributions
$5,977,956
Total contributions
$8,972,679
Total income / additions
$18,772,436

Expenses & distributions

Benefits paid
$13,445,829
Administrative expenses
$185,904
Total expenses
$13,719,107
Net increase / (decrease)
$5,053,329
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 25%Participant 75%
Total expenses ÷ net assets20%Computed ratio
Benefits paid ÷ total income72%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Fidelity Investments Institutional$134.5K
    RECORDKEEPER · Direct $134.5K · Indirect $0
  2. 2
    Janney Montgomery Scott LLC$51.4K
    CONSULTANT · Direct $51.4K

What to inspect next

Frequently asked questions

Who sponsors the Covenant Surgical Partners Inc. 401(K) Plan?
Covenant Surgical Partners Inc. 401(K) Plan is reported as sponsored by Covenant Surgical Partners Inc. (EIN 26-1860389, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Covenant Surgical Partners Inc. 401(K) Plan?
The latest Form 5500 filing year loaded for Covenant Surgical Partners Inc. 401(K) Plan is 2023.
How many participants does Covenant Surgical Partners Inc. 401(K) Plan report?
Covenant Surgical Partners Inc. 401(K) Plan reports 2,118 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Covenant Surgical Partners Inc. 401(K) Plan?
Covenant Surgical Partners Inc. 401(K) Plan reports $68,304,272 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages