Covelli Family Limited Partnership 401(K) Retirement Plan — Form 5500 plan (Covelli Family Limited Partnership)
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, Covelli Family Limited Partnership 401(K) Retirement Plan is a benefit plan reported by Covelli Family Limited Partnership under EIN 65-0773817 and plan number 001. The latest loaded filing year is 2023. The filing reports 712 participants and $8,676,481 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Covelli Family Limited Partnership
- EIN
- 65-0773817
- Plan number
- 001
- Plan type
- 2
- Location
- Warren, OH
- Latest filing year
- 2023
- Participants
- 712
- End-of-year plan assets
- $8,676,481
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 712 | H, C | 20241008093903NAL0029483408001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,676,481
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,676,481
- Net assets (BOY)
- $7,927,862
Income & contributions
- Employer contributions
- $176,663
- Participant contributions
- $335,567
- Total contributions
- $521,178
- Total income / additions
- $2,014,059
Expenses & distributions
- Benefits paid
- $1,171,095
- Administrative expenses
- $44,745
- Total expenses
- $1,265,440
- Net increase / (decrease)
- $748,619
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $44,744 | $0 | 2023 |
| Equitable Network LLC | OTHER SERVICES | $0 | $7,084 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |