Plan5500

Covenant Medical Management 401(K) And Profit Sharing Plan — Form 5500 plan (Covenant Medical Group, 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 Medical Management 401(K) And Profit Sharing Plan is a benefit plan reported by Covenant Medical Group, Inc. under EIN 62-1282917 and plan number 002. The latest loaded filing year is 2023. The filing reports 306 participants and $13,529,072 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Covenant Medical Group, Inc.
EIN
62-1282917
Plan number
002
Plan type
3
Location
Knoxville, TN
Latest filing year
2023
Participants
306
End-of-year plan assets
$13,529,072

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023306H, C20241015154808NAL0028994577004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,529,072
Net assets (EOY)
$13,529,072
Net assets (BOY)
$11,816,522

Income & contributions

Employer contributions
$213,998
Participant contributions
$117,178
Total contributions
$331,176
Total income / additions
$2,347,039

Expenses & distributions

Benefits paid
$607,839
Administrative expenses
$26,650
Total expenses
$634,489
Net increase / (decrease)
$1,712,550

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments Instl Ops CoRECORDKEEPER$20,221$02023
Trendz Advisors, Inc.INVESTMENT ADVISOR$6,428not reported in the loaded dataset2023

Related Form 5500 pages