Ce 401(K) Plan — Form 5500 plan (Covenant Eyes, 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, Ce 401(K) Plan is a benefit plan reported by Covenant Eyes, Inc. under EIN 04-3734213 and plan number 001. The latest loaded filing year is 2023. The filing reports 228 participants and $12,921,196 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Covenant Eyes, Inc.
EIN
04-3734213
Plan number
001
Plan type
2
Location
Owosso, MI
Latest filing year
2023
Participants
228
End-of-year plan assets
$12,921,196

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023228H, C20240909082327NAL0005254769001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,921,196
Total liabilities (EOY)
$0
Net assets (EOY)
$12,921,196
Net assets (BOY)
$9,887,634

Income & contributions

Employer contributions
$663,021
Participant contributions
$1,270,524
Total contributions
$2,020,422
Total income / additions
$4,125,685

Expenses & distributions

Benefits paid
$1,063,971
Administrative expenses
$28,152
Total expenses
$1,092,123
Net increase / (decrease)
$3,033,562

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stifel Nicolaus & Co IncINVESTMENT ADVISOR$25,490not reported in the loaded dataset2023
Capital Group Retirement Plan Svcs.RECORDKEEPER$2,662$02023

Related Form 5500 pages