2023 Form 5500 filing — The Covenant School 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 20241003091501NAL0009672081001) for The Covenant School 401(K) Plan, reported by The Covenant School under EIN 54-1274746 and plan number 001. It reports 161 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$3.8MReported net assets$3,802,945
Participants161
Provider compensation$37.7K3 Schedule C row(s)$37,748
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241003091501NAL0009672081001
- Plan sponsor
- The Covenant School
- EIN
- 54-1274746
- Plan number
- 001
- Location
- Charlottesville, VA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$3.8M total assets
Net assets$3.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $3,802,945
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,802,945
- Employer contributions
- $214,840
- Participant contributions
- $357,813
- Total income / additions
- $1,155,064
- Benefits paid
- $363,075
- Administrative expenses
- $26,454
- Total expenses
- $389,529
- Net increase / (decrease)
- $765,535
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance | CONTRACT ADMINISTRATOR | $21,171 | $0 |
| Royal Alliance Associates, Inc. | INVESTMENT ADVISORY | $0 | $9,977 |
| Ascensus | CONTRACT ADMINISTRATOR | $5,287 | $1,313 |