How big is Covenant Foundation's plan?

Covenant Foundation's plan reported $1.7M in assets and 12 participants for 2024.

Original filing (PDF)20250722141032NAL0001286723001

Covenant Foundation

Name: Covenant Foundation — Covenant Foundation 403(b) Tax, Form 5500 (2024)
Creator: Covenant Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Covenant Foundation 403(b) Tax Deferred Annuity Plan

403(b) retirement plan · Covenant Foundation's Covenant Foundation 403(b) Tax Deferred Annuity Plan held $1.7M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

JONI-SUE B. Levine signed Covenant Foundation's 2024 Form 5500 as plan administrator.

JONI-SUE B. Levine — 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

Covenant Foundation's EIN is 36-3722029.

EIN 36-3722029

Plan number 002

Plan year 2024

ACK ID 20250722141032NAL0001286723001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Covenant Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Covenant Foundation's plan includes a 403(b) annuity.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COVENANT FOUNDATION.

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Plan health score

Top-tier plan health

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score