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COVENANT FOUNDATION DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan NameCOVENANT FOUNDATION DEFINED CONTRIBUTION PLAN
Plan identification number 001

COVENANT FOUNDATION DEFINED CONTRIBUTION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

COVENANT FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:COVENANT FOUNDATION
Employer identification number (EIN):363722029
NAIC Classification:611000

Additional information about COVENANT FOUNDATION

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C2127484

More information about COVENANT FOUNDATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COVENANT FOUNDATION DEFINED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JONI-SUE B. LEVINE2023-06-22 JONI-SUE B. LEVINE2023-06-22
0012021-01-01JONI-SUE B. LEVINE2022-07-22 JONI-SUE B. LEVINE2022-07-22
0012020-01-01HARLENE APPELMAN2021-06-23 HARLENE APPELMAN2021-06-23
0012019-01-01HARLENE APPELMAN2020-07-13 HARLENE APPELMAN2020-07-13
0012018-01-01HARLENE APPELMAN2019-06-26 HARLENE APPELMAN2019-06-26
0012017-01-01HARLENE APPELMAN2018-06-28 HARLENE APPELMAN2018-06-28
0012016-01-01HARLENE APPELMAN2017-06-21 HARLENE APPELMAN2017-06-21
0012015-01-01HARLENE APPELMAN2016-06-14 HARLENE APPELMAN2016-06-14
0012014-01-01HARLENE APPELMAN2015-05-04 HARLENE APPELMAN2015-05-04
0012013-01-01HARLENE APPELMAN2014-05-15 HARLENE APPELMAN2014-05-15
0012012-01-01HARLENE APPELMAN2013-06-11 HARLENE APPELMAN2013-06-11
0012011-01-01HARLENE APPELMAN2012-10-03 HARLENE APPELMAN2012-10-03
0012009-01-01KAITLIN BARRY
0012009-01-01' '2010-07-22

Plan Statistics for COVENANT FOUNDATION DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for COVENANT FOUNDATION DEFINED CONTRIBUTION PLAN

Measure Date Value
2009: COVENANT FOUNDATION DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-018
Total number of active participants reported on line 7a of the Form 55002009-01-016
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-019
Number of participants with account balances2009-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on COVENANT FOUNDATION DEFINED CONTRIBUTION PLAN

Measure Date Value
2010 : COVENANT FOUNDATION DEFINED CONTRIBUTION PLAN 2010 401k financial data
Total income from all sources2010-12-31$61,805
Expenses. Total of all expenses incurred2010-12-31$2,403
Benefits paid (including direct rollovers)2010-12-31$2,311
Total plan assets at end of year2010-12-31$162,824
Total plan assets at beginning of year2010-12-31$103,422
Value of fidelity bond covering the plan2010-12-31$250,000
Expenses. Other expenses not covered elsewhere2010-12-31$92
Other income received2010-12-31$15,936
Net income (gross income less expenses)2010-12-31$59,402
Net plan assets at end of year (total assets less liabilities)2010-12-31$162,824
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$103,422
Total contributions received or receivable from employer(s)2010-12-31$45,869
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$45,869
Amount contributed by the employer to the plan for this plan year2010-12-31$45,869
2009 : COVENANT FOUNDATION DEFINED CONTRIBUTION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$41,063
Amount contributed by the employer to the plan for this plan year2009-12-31$41,063

Form 5500 Responses for COVENANT FOUNDATION DEFINED CONTRIBUTION PLAN

2009: COVENANT FOUNDATION DEFINED CONTRIBUTION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057251-B
Policy instance 1
Insurance contract or identification number057251-B
Number of Individuals Covered8
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $76
Contracts With Unallocated Funds Deposit Administration1
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees26
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameSANDY ENLOW

Potentially related plans

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