How big is Covey Capital Advisors, LLC's plan?

Covey Capital Advisors, LLC's plan reported $10K in assets and 3 participants for 2023.

Original filing (PDF)20250429094139NAL0000233427001

Covey Capital Advisors, LLC

Name: Covey Capital Advisors, LLC — Covey Capital, Form 5500 (2023)
Creator: Covey Capital Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Covey Capital Advisors, LLC GCF Benefit Plan

Health & welfare plan · Covey Capital Advisors, LLC's Covey Capital Advisors, LLC GCF Benefit Plan held $10K in plan assets for 3 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$10K

Net assets (EOY)

$3K

People on this filing

Morgan Law signed Covey Capital Advisors, LLC's 2023 Form 5500 as plan administrator.

Morgan Law — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Covey Capital Advisors, LLC's EIN is 26-0220147.

EIN 26-0220147

Plan number 501

Plan year 2023

ACK ID 20250429094139NAL0000233427001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Covey Capital Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Covey Capital Advisors, LLC's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COVEY CAPITAL ADVISORS, LLC.

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Plan health score (directional)

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score