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| Plan Name | COVENANT FOUNDATION 403(B) TAX DEFERRED ANNUITY PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| 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
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2022-01-01 | JONI-SUE B. LEVINE | 2023-06-22 | JONI-SUE B. LEVINE | 2023-06-22 |
| 002 | 2021-01-01 | JONI-SUE B. LEVINE | 2022-07-22 | JONI-SUE B. LEVINE | 2022-07-22 |
| 002 | 2020-01-01 | HARLENE APPELMAN | 2021-06-23 | HARLENE APPELMAN | 2021-06-23 |
| 002 | 2019-01-01 | HARLENE APPELMAN | 2020-07-13 | HARLENE APPELMAN | 2020-07-13 |
| 002 | 2018-01-01 | HARLENE APPELMAN | 2019-06-26 | HARLENE APPELMAN | 2019-06-26 |
| 002 | 2017-01-01 | HARLENE APPELMAN | 2018-06-28 | HARLENE APPELMAN | 2018-06-28 |
| 002 | 2016-01-01 | HARLENE APPELMAN | 2017-06-21 | HARLENE APPELMAN | 2017-06-21 |
| 002 | 2015-01-01 | HARLENE APPELMAN | 2016-06-14 | HARLENE APPELMAN | 2016-06-14 |
| 002 | 2014-01-01 | HARLENE APPELMAN | 2015-05-04 | HARLENE APPELMAN | 2015-05-04 |
| 002 | 2013-01-01 | HARLENE APPELMAN | 2014-05-15 | HARLENE APPELMAN | 2014-05-15 |
| 002 | 2012-01-01 | HARLENE APPELMAN | 2013-06-11 | HARLENE APPELMAN | 2013-06-11 |
| 002 | 2011-01-01 | HARLENE APPELMAN | 2012-10-03 | HARLENE APPELMAN | 2012-10-03 |
| 002 | 2010-01-01 | HARLENE APPELMAN | |||
| 002 | 2009-01-01 | KAITLIN BARRY | |||
| 002 | 2009-01-01 | KAITLIN BARRY | |||
| 002 | 2009-01-01 | ' | ' | 2010-07-22 |
| Measure | Date | Value |
|---|---|---|
| 2010: COVENANT FOUNDATION 403(B) TAX DEFERRED ANNUITY PLAN 2010 401k membership | ||
| Total participants, beginning-of-year | 2010-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 2 |
| Total of all active and inactive participants | 2010-01-01 | 3 |
| Total participants | 2010-01-01 | 3 |
| Number of participants with account balances | 2010-01-01 | 3 |
| 2009: COVENANT FOUNDATION 403(B) TAX DEFERRED ANNUITY PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 3 |
| Total of all active and inactive participants | 2009-01-01 | 4 |
| Total participants | 2009-01-01 | 4 |
| Number of participants with account balances | 2009-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2010 : COVENANT FOUNDATION 403(B) TAX DEFERRED ANNUITY PLAN 2010 401k financial data | ||
| Total income from all sources | 2010-12-31 | $30,718 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $18,590 |
| Total plan assets at end of year | 2010-12-31 | $83,418 |
| Total plan assets at beginning of year | 2010-12-31 | $71,290 |
| Value of fidelity bond covering the plan | 2010-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $19,500 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $18,566 |
| Other income received | 2010-12-31 | $11,218 |
| Net income (gross income less expenses) | 2010-12-31 | $12,128 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $83,418 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $71,290 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $24 |
| 2010: COVENANT FOUNDATION 403(B) TAX DEFERRED ANNUITY PLAN 2010 form 5500 responses | ||
|---|---|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: COVENANT FOUNDATION 403(B) TAX DEFERRED ANNUITY PLAN 2009 form 5500 responses | ||
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | First time form 5500 has been submitted | Yes |
| 2009-01-01 | Submission has been amended | Yes |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) | |||||||||||||||||||||||||
| Policy contract number | 057251-B | ||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||
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