How many benefit plans does Covelli Enterprises, Inc. report on Form 5500?

Covelli Enterprises, Inc. (EIN 34-1724212) reports 3 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Covelli Enterprises, Inc.?

The Employer Identification Number (EIN) reported for Covelli Enterprises, Inc. is 34-1724212.

What is the latest Form 5500 filing year for Covelli Enterprises, Inc.?

The latest loaded Form 5500 filing year for Covelli Enterprises, Inc. is 2023.

Covelli Enterprises, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Covelli Enterprises, Inc. (EIN 34-1724212) is a plan sponsor located in Warren, OH with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 34-1724212
Location: Warren, OH
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $49,775,475
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $49,775,475

Contributions & income

Employer contributions: $2,112,270
Participant contributions: $3,453,275
Total income / additions: $13,177,922

Expenses & distributions

Benefits paid / distributions: $4,825,299
Total expenses: $5,089,835
Net increase / (decrease): $8,088,087

Coverage

Total reported participants: 5,627
Plans with financial statements: 1
Plans with provider compensation: 2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Covelli Enterprises, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Covelli Enterprises, Inc. 401(K) Profit Sharing Plan & Trust	001	3,245	$49,775,475	2023
Covelli Enterprises, Inc.	503	1,470	not reported in the loaded dataset	2023
Covelli Enterprises, Inc.	501	912	not reported in the loaded dataset	2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Covelli Enterprises, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Covelli Enterprises, Inc. 401(K) Profit Sharing Plan & Trust	3,245	H, C	20241008093757NAL0016403473001
2023	Covelli Enterprises, Inc.	912	C	20250115071201NAL0021333073001
2023	Covelli Enterprises, Inc.	1,470	—	20250115071201NAL0021333073002