Plan Name | COVENANT FOUNDATION, INC. DEFINED CONTRIBUTION RETIREMENT PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | COVENANT FOUNDATION, INC. |
Employer identification number (EIN): | 742622129 |
NAIC Classification: | 813000 |
NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
Additional information about COVENANT FOUNDATION, INC.
Jurisdiction of Incorporation: | Iowa Secretary of State Business Entities |
Incorporation Date: | 1986-12-30 |
Company Identification Number: | 113244 |
Legal Registered Office Address: |
3421 W 9TH ST WATERLOO United States of America (USA) 50702 |
More information about COVENANT FOUNDATION, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2020-01-01 | KIMBERLY FELTNER | 2020-11-30 | ||
001 | 2019-01-01 | KIMBERLY FELTNER | 2020-11-30 | ||
001 | 2018-01-01 | KIMBERLY FELTNER | 2019-10-16 | ||
001 | 2017-01-01 | KIMBERLY FELTNER | 2019-10-16 | ||
001 | 2016-01-01 | ||||
001 | 2015-01-01 | ||||
001 | 2014-01-01 | DAVID KEITH | |||
001 | 2013-01-01 | DAVID KEITH | DAVID KEITH | 2014-10-14 | |
001 | 2012-01-01 | DAVID KEITH | DAVID KEITH | 2013-08-02 | |
001 | 2011-01-01 | DAVID KEITH | DAVID KEITH | 2012-10-08 | |
001 | 2009-01-01 | KEVIN BORMANN | KEVIN BORMANN | 2010-10-15 |
Measure | Date | Value |
---|---|---|
2016: COVENANT FOUNDATION, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1 |
Total of all active and inactive participants | 2016-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 2 |
Number of participants with account balances | 2016-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: COVENANT FOUNDATION, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1 |
Total of all active and inactive participants | 2015-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 2 |
Number of participants with account balances | 2015-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: COVENANT FOUNDATION, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1 |
Total of all active and inactive participants | 2014-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 2 |
Number of participants with account balances | 2014-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: COVENANT FOUNDATION, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1 |
Total of all active and inactive participants | 2013-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 2 |
Number of participants with account balances | 2013-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: COVENANT FOUNDATION, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1 |
Total of all active and inactive participants | 2012-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 2 |
Number of participants with account balances | 2012-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: COVENANT FOUNDATION, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 1 |
Total of all active and inactive participants | 2011-01-01 | 2 |
Total participants | 2011-01-01 | 2 |
Number of participants with account balances | 2011-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
2009: COVENANT FOUNDATION, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 2 |
Total participants | 2009-01-01 | 2 |
Number of participants with account balances | 2009-01-01 | 2 |
Measure | Date | Value |
---|---|---|
2016 : COVENANT FOUNDATION, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data | ||
Total income from all sources | 2016-12-31 | $53,514 |
Expenses. Total of all expenses incurred | 2016-12-31 | $5,502 |
Benefits paid (including direct rollovers) | 2016-12-31 | $5,502 |
Total plan assets at end of year | 2016-12-31 | $447,635 |
Total plan assets at beginning of year | 2016-12-31 | $399,623 |
Total contributions received or receivable from participants | 2016-12-31 | $18,000 |
Other income received | 2016-12-31 | $31,764 |
Net income (gross income less expenses) | 2016-12-31 | $48,012 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $447,635 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $399,623 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $3,750 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : COVENANT FOUNDATION, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data | ||
Total income from all sources | 2015-12-31 | $24,163 |
Expenses. Total of all expenses incurred | 2015-12-31 | $5,513 |
Benefits paid (including direct rollovers) | 2015-12-31 | $5,513 |
Total plan assets at end of year | 2015-12-31 | $399,623 |
Total plan assets at beginning of year | 2015-12-31 | $380,973 |
Total contributions received or receivable from participants | 2015-12-31 | $18,000 |
Other income received | 2015-12-31 | $2,468 |
Net income (gross income less expenses) | 2015-12-31 | $18,650 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $399,623 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $380,973 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $3,695 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : COVENANT FOUNDATION, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data | ||
Total income from all sources | 2014-12-31 | $58,721 |
Expenses. Total of all expenses incurred | 2014-12-31 | $5,236 |
Benefits paid (including direct rollovers) | 2014-12-31 | $5,236 |
Total plan assets at end of year | 2014-12-31 | $380,973 |
Total plan assets at beginning of year | 2014-12-31 | $327,488 |
Total contributions received or receivable from participants | 2014-12-31 | $17,500 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $39,269 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $53,485 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $380,973 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $327,488 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $1,952 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : COVENANT FOUNDATION, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data | ||
Total income from all sources | 2013-12-31 | $59,570 |
Expenses. Total of all expenses incurred | 2013-12-31 | $4,924 |
Benefits paid (including direct rollovers) | 2013-12-31 | $4,924 |
Total plan assets at end of year | 2013-12-31 | $327,488 |
Total plan assets at beginning of year | 2013-12-31 | $272,842 |
Total contributions received or receivable from participants | 2013-12-31 | $17,481 |
Other income received | 2013-12-31 | $40,137 |
Net income (gross income less expenses) | 2013-12-31 | $54,646 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $327,488 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $272,842 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $1,952 |
2012 : COVENANT FOUNDATION, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data | ||
Total income from all sources | 2012-12-31 | $43,605 |
Expenses. Total of all expenses incurred | 2012-12-31 | $4,686 |
Benefits paid (including direct rollovers) | 2012-12-31 | $4,686 |
Total plan assets at end of year | 2012-12-31 | $272,842 |
Total plan assets at beginning of year | 2012-12-31 | $233,923 |
Total contributions received or receivable from participants | 2012-12-31 | $10,054 |
Other income received | 2012-12-31 | $24,827 |
Net income (gross income less expenses) | 2012-12-31 | $38,919 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $272,842 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $233,923 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $8,724 |
2011 : COVENANT FOUNDATION, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $27,694 |
Expenses. Total of all expenses incurred | 2011-12-31 | $4,388 |
Benefits paid (including direct rollovers) | 2011-12-31 | $4,388 |
Total plan assets at end of year | 2011-12-31 | $233,923 |
Total plan assets at beginning of year | 2011-12-31 | $210,617 |
Total contributions received or receivable from participants | 2011-12-31 | $2,046 |
Other income received | 2011-12-31 | $8,196 |
Net income (gross income less expenses) | 2011-12-31 | $23,306 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $233,923 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $210,617 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $17,452 |
2010 : COVENANT FOUNDATION, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $37,256 |
Total plan assets at end of year | 2010-12-31 | $210,617 |
Total plan assets at beginning of year | 2010-12-31 | $173,361 |
Total contributions received or receivable from participants | 2010-12-31 | $1,871 |
Other income received | 2010-12-31 | $19,572 |
Net income (gross income less expenses) | 2010-12-31 | $37,256 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $210,617 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $173,361 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $15,813 |
2016: COVENANT FOUNDATION, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses | ||
---|---|---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: COVENANT FOUNDATION, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: COVENANT FOUNDATION, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: COVENANT FOUNDATION, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: COVENANT FOUNDATION, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: COVENANT FOUNDATION, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: COVENANT FOUNDATION, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |