401k Plan data: COVENANT CARE RETIREMENT SAVINGS PLAN plan

COVENANT CARE RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	COVENANT CARE RETIREMENT SAVINGS PLAN
Plan identification number	001

COVENANT CARE RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

COVENANT HEALTH & COMMUNITY SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name: COVENANT HEALTH & COMMUNITY SERVICES, INC.

Employer identification number (EIN): 465132177

NAIC Classification: 621610
NAIC Description: Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COVENANT CARE RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2020-01-01
001 2019-01-01
001 2019-01-01
001 2019-01-01
001 2018-01-01
001 2018-01-01
001 2017-01-01 DONNA STRANGE DONNA STRANGE 2018-10-15
001 2017-01-01

Plan Statistics for COVENANT CARE RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for COVENANT CARE RETIREMENT SAVINGS PLAN

Measure Date Value
2022: COVENANT CARE RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,229
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 600
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 533
Total of all active and inactive participants 2022-01-01 1,133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 1,134
Number of participants with account balances 2022-01-01 1,035
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 6
2021: COVENANT CARE RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,431
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 837
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 392
Total of all active and inactive participants 2021-01-01 1,229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1,229
Number of participants with account balances 2021-01-01 1,046
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 8
2020: COVENANT CARE RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 970
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 986
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 443
Total of all active and inactive participants 2020-01-01 1,429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 2
Total participants 2020-01-01 1,431
Number of participants with account balances 2020-01-01 1,211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 38
2019: COVENANT CARE RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 993
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 788
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 182
Total of all active and inactive participants 2019-01-01 970
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 970
Number of participants with account balances 2019-01-01 814
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 35
2018: COVENANT CARE RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,018
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 800
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 193
Total of all active and inactive participants 2018-01-01 993
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 993
Number of participants with account balances 2018-01-01 807
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 26
2017: COVENANT CARE RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 829
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 660
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 221
Total of all active and inactive participants 2017-01-01 881
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 881
Number of participants with account balances 2017-01-01 690
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 15

Measure	Date	Value
2022: COVENANT CARE RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,229
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	600
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	533
Total of all active and inactive participants	2022-01-01	1,133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	1,134
Number of participants with account balances	2022-01-01	1,035
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	6
2021: COVENANT CARE RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,431
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	837
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	392
Total of all active and inactive participants	2021-01-01	1,229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1,229
Number of participants with account balances	2021-01-01	1,046
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	8
2020: COVENANT CARE RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	970
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	986
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	443
Total of all active and inactive participants	2020-01-01	1,429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	2
Total participants	2020-01-01	1,431
Number of participants with account balances	2020-01-01	1,211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	38
2019: COVENANT CARE RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	993
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	788
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	182
Total of all active and inactive participants	2019-01-01	970
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	970
Number of participants with account balances	2019-01-01	814
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	35
2018: COVENANT CARE RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,018
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	800
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	193
Total of all active and inactive participants	2018-01-01	993
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	993
Number of participants with account balances	2018-01-01	807
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	26
2017: COVENANT CARE RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	829
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	660
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	221
Total of all active and inactive participants	2017-01-01	881
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	881
Number of participants with account balances	2017-01-01	690
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	15

Financial Data on COVENANT CARE RETIREMENT SAVINGS PLAN

Measure	Date	Value
2022 : COVENANT CARE RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-543,444
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$2,840,533
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,775,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,965,525
Value of total assets at end of year	2022-12-31	$11,924,581
Value of total assets at beginning of year	2022-12-31	$15,308,558
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$65,373
Total interest from all sources	2022-12-31	$6,234
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$249,211
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$249,211
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,606,274
Participant contributions at end of year	2022-12-31	$119,749
Participant contributions at beginning of year	2022-12-31	$116,441
Participant contributions at end of year	2022-12-31	$46,558
Participant contributions at beginning of year	2022-12-31	$86
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$359,251
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-3,383,977
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$11,924,581
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$15,308,558
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$15,546
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$11,758,274
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$15,192,031
Interest on participant loans	2022-12-31	$6,234
Income. Interest from loans (other than to participants)	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,764,414
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,775,160
Contract administrator fees	2022-12-31	$49,827
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	SALTMARSH CLEAVELAND GUND
Accountancy firm EIN	2022-12-31	592922169
2021 : COVENANT CARE RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$3,306,143
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,501,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,442,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,543,551
Value of total assets at end of year	2021-12-31	$15,308,558
Value of total assets at beginning of year	2021-12-31	$14,503,741
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$58,526
Total interest from all sources	2021-12-31	$8,461
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$237,905
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$237,905
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,539,508
Participant contributions at end of year	2021-12-31	$116,441
Participant contributions at beginning of year	2021-12-31	$196,058
Participant contributions at end of year	2021-12-31	$86
Participant contributions at beginning of year	2021-12-31	$54,305
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$4,043
Administrative expenses (other) incurred	2021-12-31	$13,471
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$804,817
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$15,308,558
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$14,503,741
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$12,377
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$15,192,031
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$14,253,378
Interest on participant loans	2021-12-31	$8,461
Income. Interest from loans (other than to participants)	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,516,226
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,442,800
Contract administrator fees	2021-12-31	$32,678
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	SALTMARSH, CLEAVELAND & GUND
Accountancy firm EIN	2021-12-31	592922169
2020 : COVENANT CARE RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$3,593,817
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,032,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,966,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,814,457
Value of total assets at end of year	2020-12-31	$14,503,741
Value of total assets at beginning of year	2020-12-31	$12,942,554
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$66,201
Total interest from all sources	2020-12-31	$11,784
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$479,622
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$479,622
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,498,734
Participant contributions at end of year	2020-12-31	$196,058
Participant contributions at beginning of year	2020-12-31	$243,356
Participant contributions at end of year	2020-12-31	$54,305
Participant contributions at beginning of year	2020-12-31	$45,385
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$139,985
Administrative expenses (other) incurred	2020-12-31	$38,893
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,561,187
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$14,503,741
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$12,942,554
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$27,308
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$14,253,378
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$12,653,813
Interest on participant loans	2020-12-31	$11,784
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,287,954
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$175,738
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,966,429
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	SALTMARSH, CLEVELAND & GUND
Accountancy firm EIN	2020-12-31	592922169
2019 : COVENANT CARE RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$3,659,082
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$989,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$925,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,488,943
Value of total assets at end of year	2019-12-31	$12,942,554
Value of total assets at beginning of year	2019-12-31	$10,272,696
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$64,114
Total interest from all sources	2019-12-31	$13,435
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$341,788
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$341,788
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,309,981
Participant contributions at end of year	2019-12-31	$243,356
Participant contributions at beginning of year	2019-12-31	$246,789
Participant contributions at end of year	2019-12-31	$45,385
Participant contributions at beginning of year	2019-12-31	$49,259
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,144
Administrative expenses (other) incurred	2019-12-31	$50,201
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,669,858
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$12,942,554
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$10,272,696
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$13,913
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$12,653,813
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$9,976,648
Interest on participant loans	2019-12-31	$13,435
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,814,916
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$177,818
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$925,110
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	SALTMARSH, CLEVELAND & GUND
Accountancy firm EIN	2019-12-31	592922169
2018 : COVENANT CARE RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,761,349
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$2,283,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,223,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,320,074
Value of total assets at end of year	2018-12-31	$10,272,696
Value of total assets at beginning of year	2018-12-31	$10,794,850
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$59,955
Total interest from all sources	2018-12-31	$10,371
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$376,539
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$376,539
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,286,628
Participant contributions at end of year	2018-12-31	$246,789
Participant contributions at beginning of year	2018-12-31	$212,826
Participant contributions at end of year	2018-12-31	$49,259
Participant contributions at beginning of year	2018-12-31	$68,773
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$915,592
Administrative expenses (other) incurred	2018-12-31	$50,128
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-522,154
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$10,272,696
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$10,794,850
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$9,827
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$9,976,648
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$10,512,745
Interest on participant loans	2018-12-31	$10,371
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$506
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$506
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-945,635
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$117,854
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,223,548
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN	2018-12-31	721396621
2017 : COVENANT CARE RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$-106
Total income from all sources (including contributions)	2017-12-31	$2,645,189
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$2,871,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,793,779
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$950,395
Value of total assets at end of year	2017-12-31	$10,794,850
Value of total assets at beginning of year	2017-12-31	$11,021,413
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$78,079
Total interest from all sources	2017-12-31	$8,314
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$282,109
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$282,109
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$936,946
Participant contributions at end of year	2017-12-31	$212,826
Participant contributions at beginning of year	2017-12-31	$233,787
Participant contributions at end of year	2017-12-31	$68,773
Participant contributions at beginning of year	2017-12-31	$31,298
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$13,449
Administrative expenses (other) incurred	2017-12-31	$78,079
Liabilities. Value of operating payables at beginning of year	2017-12-31	$-106
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$-226,669
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$10,794,850
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$11,021,519
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$10,512,745
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$10,538,071
Interest on participant loans	2017-12-31	$8,314
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$506
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$113,295
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$113,295
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,404,371
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Employer contributions (assets) at beginning of year	2017-12-31	$104,962
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,793,779
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	Yes
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN	2017-12-31	721396621

Form 5500 Responses for COVENANT CARE RETIREMENT SAVINGS PLAN

2022: COVENANT CARE RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: COVENANT CARE RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: COVENANT CARE RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	Yes
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: COVENANT CARE RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	Yes
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: COVENANT CARE RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: COVENANT CARE RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	COVENANT HEALTH & COMMUNITY SERVICES, INC.
Employer identification number (EIN):	465132177
NAIC Classification:	621610
NAIC Description:	Home Health Care Services