Plan5500

The Coventry 401k Retirement Plan — Form 5500 plan (Coventry Resources, LLC)

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, The Coventry 401k Retirement Plan is a benefit plan reported by Coventry Resources, LLC under EIN 81-0666201 and plan number 002. The latest loaded filing year is 2023. The filing reports 272 participants and $33,807,967 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Coventry Resources, LLC
EIN
81-0666201
Plan number
002
Plan type
2
Location
Fort Washington, PA
Latest filing year
2023
Participants
272
End-of-year plan assets
$33,807,967

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023272H, C20241014133353NAL0053722338001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$33,807,967
Total liabilities (EOY)
$0
Net assets (EOY)
$33,807,967
Net assets (BOY)
$26,516,297

Income & contributions

Employer contributions
$529,810
Participant contributions
$1,900,501
Total contributions
$2,465,493
Total income / additions
$8,068,932

Expenses & distributions

Benefits paid
$777,222
Administrative expenses
$40
Total expenses
$777,262
Net increase / (decrease)
$7,291,670

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$40$02023

Related Form 5500 pages