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COVINGTON CORPORATE ADVISORS, INC. DEFINED BENEFIT PENSION PLAN & TRUST 401k Plan overview

Plan NameCOVINGTON CORPORATE ADVISORS, INC. DEFINED BENEFIT PENSION PLAN & TRUST
Plan identification number 001

COVINGTON CORPORATE ADVISORS, INC. DEFINED BENEFIT PENSION PLAN & TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Code section 401(h) arrangement - Plan contains separate accounts under Code section 401(h) to provide employee health benefits.
  • 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

COVINGTON CORPORATE ADVISORS, INC. has sponsored the creation of one or more 401k plans.

Company Name:COVINGTON CORPORATE ADVISORS, INC.
Employer identification number (EIN):461433412
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COVINGTON CORPORATE ADVISORS, INC. DEFINED BENEFIT PENSION PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01ERICH ELENDT2023-09-18 ERICH ELENDT2023-09-18
0012021-07-01ERICH ELENDT2023-03-24 ERICH ELENDT2023-03-24
0012020-07-01ERICH ELENDT2022-03-29 ERICH ELENDT2022-03-29
0012019-07-01ERICH ELENDT2020-12-29 ERICH ELENDT2020-12-29
0012018-07-01ERICH ELENDT2019-11-21 ERICH ELENDT2019-11-21
0012017-07-01ERICH ELENDT2018-11-12 ERICH ELENDT2018-11-12
0012016-07-01ERICH ELENDT2018-01-31 ERICH ELENDT2018-01-31
0012015-07-01ERICH ELENDT2016-11-02 ERICH ELENDT2016-11-02
0012014-07-01ERICH ELENDT2016-04-11 ERICH ELENDT2016-04-11
0012013-07-01ERICH ELENDT2015-04-02 ERICH ELENDT2015-04-02
0012012-07-01ERICH ELENDT2015-04-02 ERICH ELENDT2015-04-02

Plan Statistics for COVINGTON CORPORATE ADVISORS, INC. DEFINED BENEFIT PENSION PLAN & TRUST

401k plan membership statisitcs for COVINGTON CORPORATE ADVISORS, INC. DEFINED BENEFIT PENSION PLAN & TRUST

Measure Date Value
2023: COVINGTON CORPORATE ADVISORS, INC. DEFINED BENEFIT PENSION PLAN & TRUST 2023 401k membership
Market value of plan assets2023-06-301,052,857
Acturial value of plan assets2023-06-301,052,857
Funding target for retired participants and beneficiaries receiving payment2023-06-300
Number of terminated vested participants2023-06-300
Fundng target for terminated vested participants2023-06-300
Active participant vested funding target2023-06-30836,723
Number of active participants2023-06-301
Total funding liabilities for active participants2023-06-30836,723
Total participant count2023-06-301
Total funding target for all participants2023-06-30836,723
Balance at beginning of prior year after applicable adjustments2023-06-300
Prefunding balance at beginning of prior year after applicable adjustments2023-06-3083,774
Carryover balanced portion elected for use to offset prior years funding requirement2023-06-300
Prefunding balanced used to offset prior years funding requirement2023-06-300
Amount remaining of carryover balance2023-06-300
Amount remaining of prefunding balance2023-06-3083,774
Present value of excess contributions2023-06-3028,394
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-06-3028,394
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-06-300
Reductions in caryover balances due to elections or deemed elections2023-06-300
Reductions in prefunding balances due to elections or deemed elections2023-06-300
Balance of carryovers at beginning of current year2023-06-300
Balance of prefunding at beginning of current year2023-06-3077,692
Total employer contributions2023-06-3063,000
Total employee contributions2023-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2023-06-300
Contributions made to avoid restrictions adjusted to valuation date2023-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-06-3062,502
Unpaid minimum required contributions for all prior years2023-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-06-300
Remaining amount of unpaid minimum required contributions2023-06-300
Minimum required contributions for current year target normal cost2023-06-300
Net shortfall amortization installment of oustanding balance2023-06-300
Waiver amortization installment2023-06-300
Total funding amount beforereflecting carryover/prefunding balances2023-06-300
Carryover balance elected to use to offset funding requirement2023-06-300
Prefunding balance elected to use to offset funding requirement2023-06-300
Additional cash requirement2023-06-300
Contributions allocatedtoward minimum required contributions for current year2023-06-3062,502
Unpaid minimum required contributions for current year2023-06-300
Unpaid minimum required contributions for all years2023-06-300
2022: COVINGTON CORPORATE ADVISORS, INC. DEFINED BENEFIT PENSION PLAN & TRUST 2022 401k membership
Market value of plan assets2022-06-30957,627
Acturial value of plan assets2022-06-30957,627
Funding target for retired participants and beneficiaries receiving payment2022-06-300
Number of terminated vested participants2022-06-300
Fundng target for terminated vested participants2022-06-300
Active participant vested funding target2022-06-30795,435
Number of active participants2022-06-301
Total funding liabilities for active participants2022-06-30795,435
Total participant count2022-06-301
Total funding target for all participants2022-06-30795,435
Balance at beginning of prior year after applicable adjustments2022-06-300
Prefunding balance at beginning of prior year after applicable adjustments2022-06-3068,287
Carryover balanced portion elected for use to offset prior years funding requirement2022-06-300
Prefunding balanced used to offset prior years funding requirement2022-06-300
Amount remaining of carryover balance2022-06-300
Amount remaining of prefunding balance2022-06-3068,287
Present value of excess contributions2022-06-3034,432
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-06-3034,432
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-06-300
Reductions in caryover balances due to elections or deemed elections2022-06-300
Reductions in prefunding balances due to elections or deemed elections2022-06-300
Balance of carryovers at beginning of current year2022-06-300
Balance of prefunding at beginning of current year2022-06-3083,774
Total employer contributions2022-06-3028,828
Total employee contributions2022-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-06-300
Contributions made to avoid restrictions adjusted to valuation date2022-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-06-3028,394
Unpaid minimum required contributions for all prior years2022-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-06-300
Remaining amount of unpaid minimum required contributions2022-06-300
Minimum required contributions for current year target normal cost2022-06-300
Net shortfall amortization installment of oustanding balance2022-06-300
Waiver amortization installment2022-06-300
Total funding amount beforereflecting carryover/prefunding balances2022-06-300
Carryover balance elected to use to offset funding requirement2022-06-300
Prefunding balance elected to use to offset funding requirement2022-06-300
Additional cash requirement2022-06-300
Contributions allocatedtoward minimum required contributions for current year2022-06-3028,394
Unpaid minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for all years2022-06-300
2021: COVINGTON CORPORATE ADVISORS, INC. DEFINED BENEFIT PENSION PLAN & TRUST 2021 401k membership
Market value of plan assets2021-06-30996,656
Acturial value of plan assets2021-06-30996,656
Funding target for retired participants and beneficiaries receiving payment2021-06-300
Number of terminated vested participants2021-06-300
Fundng target for terminated vested participants2021-06-300
Active participant vested funding target2021-06-30759,912
Number of active participants2021-06-301
Total funding liabilities for active participants2021-06-30759,912
Total participant count2021-06-301
Total funding target for all participants2021-06-30759,912
Balance at beginning of prior year after applicable adjustments2021-06-300
Prefunding balance at beginning of prior year after applicable adjustments2021-06-3070,170
Carryover balanced portion elected for use to offset prior years funding requirement2021-06-300
Prefunding balanced used to offset prior years funding requirement2021-06-306,231
Amount remaining of carryover balance2021-06-300
Amount remaining of prefunding balance2021-06-3063,939
Present value of excess contributions2021-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-06-300
Reductions in caryover balances due to elections or deemed elections2021-06-300
Reductions in prefunding balances due to elections or deemed elections2021-06-300
Balance of carryovers at beginning of current year2021-06-300
Balance of prefunding at beginning of current year2021-06-3068,287
Total employer contributions2021-06-3035,000
Total employee contributions2021-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-06-300
Contributions made to avoid restrictions adjusted to valuation date2021-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-3034,432
Liquidity shortfalls end of Q12021-06-300
Liquidity shortfalls end of Q22021-06-300
Liquidity shortfalls end of Q32021-06-300
Liquidity shortfalls end of Q42021-06-300
Unpaid minimum required contributions for all prior years2021-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-06-300
Remaining amount of unpaid minimum required contributions2021-06-300
Minimum required contributions for current year target normal cost2021-06-300
Net shortfall amortization installment of oustanding balance2021-06-300
Waiver amortization installment2021-06-300
Total funding amount beforereflecting carryover/prefunding balances2021-06-300
Carryover balance elected to use to offset funding requirement2021-06-300
Prefunding balance elected to use to offset funding requirement2021-06-300
Additional cash requirement2021-06-300
Contributions allocatedtoward minimum required contributions for current year2021-06-3034,432
Unpaid minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for all years2021-06-300
2020: COVINGTON CORPORATE ADVISORS, INC. DEFINED BENEFIT PENSION PLAN & TRUST 2020 401k membership
Market value of plan assets2020-06-30806,445
Acturial value of plan assets2020-06-30806,445
Funding target for retired participants and beneficiaries receiving payment2020-06-300
Number of terminated vested participants2020-06-300
Fundng target for terminated vested participants2020-06-300
Active participant vested funding target2020-06-30809,514
Number of active participants2020-06-301
Total funding liabilities for active participants2020-06-30809,514
Total participant count2020-06-301
Total funding target for all participants2020-06-30809,514
Balance at beginning of prior year after applicable adjustments2020-06-300
Prefunding balance at beginning of prior year after applicable adjustments2020-06-3066,399
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-300
Prefunding balanced used to offset prior years funding requirement2020-06-300
Amount remaining of carryover balance2020-06-300
Amount remaining of prefunding balance2020-06-3066,399
Present value of excess contributions2020-06-3055,558
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-3055,558
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-06-300
Reductions in caryover balances due to elections or deemed elections2020-06-300
Reductions in prefunding balances due to elections or deemed elections2020-06-300
Balance of carryovers at beginning of current year2020-06-300
Balance of prefunding at beginning of current year2020-06-3070,170
Total employer contributions2020-06-306,000
Total employee contributions2020-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-300
Contributions made to avoid restrictions adjusted to valuation date2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-305,947
Liquidity shortfalls end of Q12020-06-300
Liquidity shortfalls end of Q22020-06-300
Liquidity shortfalls end of Q32020-06-300
Liquidity shortfalls end of Q42020-06-300
Unpaid minimum required contributions for all prior years2020-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-300
Net shortfall amortization installment of oustanding balance2020-06-3076,993
Waiver amortization installment2020-06-300
Total funding amount beforereflecting carryover/prefunding balances2020-06-3012,510
Carryover balance elected to use to offset funding requirement2020-06-300
Prefunding balance elected to use to offset funding requirement2020-06-306,563
Additional cash requirement2020-06-305,947
Contributions allocatedtoward minimum required contributions for current year2020-06-305,947
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: COVINGTON CORPORATE ADVISORS, INC. DEFINED BENEFIT PENSION PLAN & TRUST 2019 401k membership
Market value of plan assets2019-06-30699,662
Acturial value of plan assets2019-06-30699,662
Funding target for retired participants and beneficiaries receiving payment2019-06-300
Number of terminated vested participants2019-06-300
Fundng target for terminated vested participants2019-06-300
Active participant vested funding target2019-06-30659,271
Number of active participants2019-06-301
Total funding liabilities for active participants2019-06-30659,271
Total participant count2019-06-301
Total funding target for all participants2019-06-30659,271
Balance at beginning of prior year after applicable adjustments2019-06-300
Prefunding balance at beginning of prior year after applicable adjustments2019-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-300
Prefunding balanced used to offset prior years funding requirement2019-06-300
Amount remaining of carryover balance2019-06-300
Amount remaining of prefunding balance2019-06-300
Present value of excess contributions2019-06-3066,399
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-3066,399
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-06-3066,399
Reductions in caryover balances due to elections or deemed elections2019-06-300
Reductions in prefunding balances due to elections or deemed elections2019-06-300
Balance of carryovers at beginning of current year2019-06-300
Balance of prefunding at beginning of current year2019-06-3066,399
Total employer contributions2019-06-3056,000
Total employee contributions2019-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-300
Contributions made to avoid restrictions adjusted to valuation date2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-3055,558
Unpaid minimum required contributions for all prior years2019-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-300
Net shortfall amortization installment of oustanding balance2019-06-300
Waiver amortization installment2019-06-300
Total funding amount beforereflecting carryover/prefunding balances2019-06-300
Carryover balance elected to use to offset funding requirement2019-06-300
Prefunding balance elected to use to offset funding requirement2019-06-300
Additional cash requirement2019-06-300
Contributions allocatedtoward minimum required contributions for current year2019-06-3055,558
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: COVINGTON CORPORATE ADVISORS, INC. DEFINED BENEFIT PENSION PLAN & TRUST 2018 401k membership
Market value of plan assets2018-06-30587,254
Acturial value of plan assets2018-06-30587,254
Funding target for retired participants and beneficiaries receiving payment2018-06-300
Number of terminated vested participants2018-06-300
Fundng target for terminated vested participants2018-06-300
Active participant vested funding target2018-06-30551,505
Number of active participants2018-06-301
Total funding liabilities for active participants2018-06-30551,505
Total participant count2018-06-301
Total funding target for all participants2018-06-30551,505
Balance at beginning of prior year after applicable adjustments2018-06-300
Prefunding balance at beginning of prior year after applicable adjustments2018-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-300
Amount remaining of carryover balance2018-06-300
Amount remaining of prefunding balance2018-06-300
Present value of excess contributions2018-06-3048,852
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-3048,852
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-300
Reductions in caryover balances due to elections or deemed elections2018-06-300
Reductions in prefunding balances due to elections or deemed elections2018-06-300
Balance of carryovers at beginning of current year2018-06-300
Balance of prefunding at beginning of current year2018-06-300
Total employer contributions2018-06-3076,000
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-3074,770
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-3044,120
Net shortfall amortization installment of oustanding balance2018-06-300
Waiver amortization installment2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-308,371
Carryover balance elected to use to offset funding requirement2018-06-300
Prefunding balance elected to use to offset funding requirement2018-06-300
Additional cash requirement2018-06-308,371
Contributions allocatedtoward minimum required contributions for current year2018-06-3074,770
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: COVINGTON CORPORATE ADVISORS, INC. DEFINED BENEFIT PENSION PLAN & TRUST 2017 401k membership
Market value of plan assets2017-06-30452,298
Acturial value of plan assets2017-06-30452,298
Funding target for retired participants and beneficiaries receiving payment2017-06-300
Number of terminated vested participants2017-06-300
Fundng target for terminated vested participants2017-06-300
Active participant vested funding target2017-06-30409,199
Number of active participants2017-06-301
Total funding liabilities for active participants2017-06-30409,199
Total participant count2017-06-301
Total funding target for all participants2017-06-30409,199
Balance at beginning of prior year after applicable adjustments2017-06-300
Prefunding balance at beginning of prior year after applicable adjustments2017-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-300
Prefunding balanced used to offset prior years funding requirement2017-06-300
Amount remaining of carryover balance2017-06-300
Amount remaining of prefunding balance2017-06-300
Present value of excess contributions2017-06-3014,494
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-3014,494
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-300
Reductions in caryover balances due to elections or deemed elections2017-06-300
Reductions in prefunding balances due to elections or deemed elections2017-06-300
Balance of carryovers at beginning of current year2017-06-300
Balance of prefunding at beginning of current year2017-06-300
Total employer contributions2017-06-30106,000
Total employee contributions2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-30108,053
Unpaid minimum required contributions for all prior years2017-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-30102,300
Net shortfall amortization installment of oustanding balance2017-06-300
Waiver amortization installment2017-06-300
Waived amount of outstanding balance2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-3059,201
Carryover balance elected to use to offset funding requirement2017-06-300
Prefunding balance elected to use to offset funding requirement2017-06-300
Additional cash requirement2017-06-3059,201
Contributions allocatedtoward minimum required contributions for current year2017-06-30108,053
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300

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