COVENANT PEDIATRICS, PLLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan COVENANT PEDIATRICS 401(K) PLAN
Measure | Date | Value |
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2023: COVENANT PEDIATRICS 401(K) PLAN 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 17 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 2 |
Total of all active and inactive participants | 2023-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 19 |
Number of participants with account balances | 2023-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: COVENANT PEDIATRICS 401(K) PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 16 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 1 |
Total of all active and inactive participants | 2022-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 17 |
Number of participants with account balances | 2022-01-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: COVENANT PEDIATRICS 401(K) PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 16 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
Total of all active and inactive participants | 2021-01-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 16 |
Number of participants with account balances | 2021-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: COVENANT PEDIATRICS 401(K) PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 16 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 2 |
Total of all active and inactive participants | 2020-01-01 | 18 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 18 |
Number of participants with account balances | 2020-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: COVENANT PEDIATRICS 401(K) PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 15 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 15 |
Number of participants with account balances | 2019-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: COVENANT PEDIATRICS 401(K) PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1 |
Total of all active and inactive participants | 2018-01-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 13 |
Number of participants with account balances | 2018-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
Measure | Date | Value |
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2023 : COVENANT PEDIATRICS 401(K) PLAN 2023 401k financial data |
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Transfers to/from the plan | 2023-12-31 | $0 |
Total plan liabilities at end of year | 2023-12-31 | $0 |
Total plan liabilities at beginning of year | 2023-12-31 | $0 |
Total income from all sources | 2023-12-31 | $325,205 |
Expenses. Total of all expenses incurred | 2023-12-31 | $20,011 |
Benefits paid (including direct rollovers) | 2023-12-31 | $7,653 |
Total plan assets at end of year | 2023-12-31 | $1,629,788 |
Total plan assets at beginning of year | 2023-12-31 | $1,324,594 |
Value of fidelity bond covering the plan | 2023-12-31 | $150,000 |
Assets. Value of tangible personal property | 2023-12-31 | $0 |
Total contributions received or receivable from participants | 2023-12-31 | $83,067 |
Assets. Value of loans (other than to participants) | 2023-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2023-12-31 | $2,454 |
Other income received | 2023-12-31 | $205,413 |
Noncash contributions received | 2023-12-31 | $0 |
Net income (gross income less expenses) | 2023-12-31 | $305,194 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $1,629,788 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,324,594 |
Assets. Value of participant loans | 2023-12-31 | $18,455 |
Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2023-12-31 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2023-12-31 | $0 |
Assets. Value of employer securities | 2023-12-31 | $0 |
Assets. Value of employer real property | 2023-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $34,271 |
Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
Value of corrective distributions | 2023-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $12,358 |
2022 : COVENANT PEDIATRICS 401(K) PLAN 2022 401k financial data |
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Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-131,631 |
Expenses. Total of all expenses incurred | 2022-12-31 | $11,795 |
Benefits paid (including direct rollovers) | 2022-12-31 | $-149 |
Total plan assets at end of year | 2022-12-31 | $1,324,594 |
Total plan assets at beginning of year | 2022-12-31 | $1,468,020 |
Value of fidelity bond covering the plan | 2022-12-31 | $150,000 |
Assets. Value of tangible personal property | 2022-12-31 | $0 |
Total contributions received or receivable from participants | 2022-12-31 | $81,637 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-247,134 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-143,426 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,324,594 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,468,020 |
Assets. Value of participant loans | 2022-12-31 | $28,231 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2022-12-31 | $0 |
Assets. Value of employer securities | 2022-12-31 | $0 |
Assets. Value of employer real property | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $33,866 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $11,944 |
2021 : COVENANT PEDIATRICS 401(K) PLAN 2021 401k financial data |
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Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $258,367 |
Expenses. Total of all expenses incurred | 2021-12-31 | $28,108 |
Benefits paid (including direct rollovers) | 2021-12-31 | $16,598 |
Total plan assets at end of year | 2021-12-31 | $1,468,020 |
Total plan assets at beginning of year | 2021-12-31 | $1,237,761 |
Value of fidelity bond covering the plan | 2021-12-31 | $150,000 |
Assets. Value of tangible personal property | 2021-12-31 | $0 |
Total contributions received or receivable from participants | 2021-12-31 | $86,900 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $135,749 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $230,259 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,468,020 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,237,761 |
Assets. Value of participant loans | 2021-12-31 | $13,037 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2021-12-31 | $0 |
Assets. Value of employer securities | 2021-12-31 | $0 |
Assets. Value of employer real property | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $35,718 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $11,510 |
2020 : COVENANT PEDIATRICS 401(K) PLAN 2020 401k financial data |
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Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $261,395 |
Expenses. Total of all expenses incurred | 2020-12-31 | $61,196 |
Benefits paid (including direct rollovers) | 2020-12-31 | $52,141 |
Total plan assets at end of year | 2020-12-31 | $1,237,761 |
Total plan assets at beginning of year | 2020-12-31 | $1,037,562 |
Value of fidelity bond covering the plan | 2020-12-31 | $150,000 |
Assets. Value of tangible personal property | 2020-12-31 | $0 |
Total contributions received or receivable from participants | 2020-12-31 | $73,086 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $155,002 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $200,199 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,237,761 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,037,562 |
Assets. Value of participant loans | 2020-12-31 | $20,910 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2020-12-31 | $0 |
Assets. Value of employer securities | 2020-12-31 | $0 |
Assets. Value of employer real property | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $33,307 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $9,055 |
2019 : COVENANT PEDIATRICS 401(K) PLAN 2019 401k financial data |
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Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $263,878 |
Expenses. Total of all expenses incurred | 2019-12-31 | $31,951 |
Benefits paid (including direct rollovers) | 2019-12-31 | $24,464 |
Total plan assets at end of year | 2019-12-31 | $1,037,562 |
Total plan assets at beginning of year | 2019-12-31 | $805,635 |
Value of fidelity bond covering the plan | 2019-12-31 | $100,000 |
Total contributions received or receivable from participants | 2019-12-31 | $66,944 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $165,895 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $231,927 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,037,562 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $805,635 |
Assets. Value of participant loans | 2019-12-31 | $29,886 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $31,039 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $7,487 |
2018 : COVENANT PEDIATRICS 401(K) PLAN 2018 401k financial data |
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Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $37,574 |
Expenses. Total of all expenses incurred | 2018-12-31 | $153,752 |
Benefits paid (including direct rollovers) | 2018-12-31 | $150,182 |
Total plan assets at end of year | 2018-12-31 | $805,635 |
Total plan assets at beginning of year | 2018-12-31 | $921,813 |
Value of fidelity bond covering the plan | 2018-12-31 | $100,000 |
Total contributions received or receivable from participants | 2018-12-31 | $45,000 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-42,303 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-116,178 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $805,635 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $921,813 |
Assets. Value of participant loans | 2018-12-31 | $41,586 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $34,877 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $3,570 |