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COVENANT FOUNDATION, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameCOVENANT FOUNDATION, INC. DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 001

COVENANT FOUNDATION, INC. DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

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

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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COVENANT FOUNDATION, INC. DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01KIMBERLY FELTNER2020-11-30
0012019-01-01KIMBERLY FELTNER2020-11-30
0012018-01-01KIMBERLY FELTNER2019-10-16
0012017-01-01KIMBERLY FELTNER2019-10-16
0012016-01-01
0012015-01-01
0012014-01-01DAVID KEITH
0012013-01-01DAVID KEITH DAVID KEITH2014-10-14
0012012-01-01DAVID KEITH DAVID KEITH2013-08-02
0012011-01-01DAVID KEITH DAVID KEITH2012-10-08
0012009-01-01KEVIN BORMANN KEVIN BORMANN2010-10-15

Plan Statistics for COVENANT FOUNDATION, INC. DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for COVENANT FOUNDATION, INC. DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2016: COVENANT FOUNDATION, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-011
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Number of participants with account balances2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: COVENANT FOUNDATION, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-011
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: COVENANT FOUNDATION, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-011
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: COVENANT FOUNDATION, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-011
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012
Number of participants with account balances2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: COVENANT FOUNDATION, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-011
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012
Number of participants with account balances2012-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: COVENANT FOUNDATION, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-011
Number of retired or separated participants receiving benefits2011-01-011
Total of all active and inactive participants2011-01-012
Total participants2011-01-012
Number of participants with account balances2011-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: COVENANT FOUNDATION, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-012
Total participants2009-01-012
Number of participants with account balances2009-01-012

Financial Data on COVENANT FOUNDATION, INC. DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2016 : COVENANT FOUNDATION, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-12-31$53,514
Expenses. Total of all expenses incurred2016-12-31$5,502
Benefits paid (including direct rollovers)2016-12-31$5,502
Total plan assets at end of year2016-12-31$447,635
Total plan assets at beginning of year2016-12-31$399,623
Total contributions received or receivable from participants2016-12-31$18,000
Other income received2016-12-31$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 securities2016-12-31$0
2015 : COVENANT FOUNDATION, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$24,163
Expenses. Total of all expenses incurred2015-12-31$5,513
Benefits paid (including direct rollovers)2015-12-31$5,513
Total plan assets at end of year2015-12-31$399,623
Total plan assets at beginning of year2015-12-31$380,973
Total contributions received or receivable from participants2015-12-31$18,000
Other income received2015-12-31$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 securities2015-12-31$0
2014 : COVENANT FOUNDATION, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$58,721
Expenses. Total of all expenses incurred2014-12-31$5,236
Benefits paid (including direct rollovers)2014-12-31$5,236
Total plan assets at end of year2014-12-31$380,973
Total plan assets at beginning of year2014-12-31$327,488
Total contributions received or receivable from participants2014-12-31$17,500
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$39,269
Noncash contributions received2014-12-31$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 securities2014-12-31$0
2013 : COVENANT FOUNDATION, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$59,570
Expenses. Total of all expenses incurred2013-12-31$4,924
Benefits paid (including direct rollovers)2013-12-31$4,924
Total plan assets at end of year2013-12-31$327,488
Total plan assets at beginning of year2013-12-31$272,842
Total contributions received or receivable from participants2013-12-31$17,481
Other income received2013-12-31$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 sources2012-12-31$43,605
Expenses. Total of all expenses incurred2012-12-31$4,686
Benefits paid (including direct rollovers)2012-12-31$4,686
Total plan assets at end of year2012-12-31$272,842
Total plan assets at beginning of year2012-12-31$233,923
Total contributions received or receivable from participants2012-12-31$10,054
Other income received2012-12-31$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 sources2011-12-31$27,694
Expenses. Total of all expenses incurred2011-12-31$4,388
Benefits paid (including direct rollovers)2011-12-31$4,388
Total plan assets at end of year2011-12-31$233,923
Total plan assets at beginning of year2011-12-31$210,617
Total contributions received or receivable from participants2011-12-31$2,046
Other income received2011-12-31$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 sources2010-12-31$37,256
Total plan assets at end of year2010-12-31$210,617
Total plan assets at beginning of year2010-12-31$173,361
Total contributions received or receivable from participants2010-12-31$1,871
Other income received2010-12-31$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

Form 5500 Responses for COVENANT FOUNDATION, INC. DEFINED CONTRIBUTION RETIREMENT PLAN

2016: COVENANT FOUNDATION, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: COVENANT FOUNDATION, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: COVENANT FOUNDATION, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: COVENANT FOUNDATION, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: COVENANT FOUNDATION, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: COVENANT FOUNDATION, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: COVENANT FOUNDATION, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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