How big is Covey Equity, LLC's plan?

Covey Equity, LLC's plan reported $3.8M in assets and 19 participants for 2023.

Original filing (PDF)20240515123651NAL0066156914001

Covey Equity, LLC

Name: Covey Equity, LLC — Covey Equity, LLC 401(k) Profit, Form 5500 (2023)
Creator: Covey Equity, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Covey Equity, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Covey Equity, LLC's Covey Equity, LLC 401(k) Profit Sharing Plan held $3.8M in plan assets for 19 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

People on this filing

Meika Hilsman signed Covey Equity, LLC's 2023 Form 5500 as plan administrator.

Meika Hilsman — 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 Equity, LLC's EIN is 45-1633461.

EIN 45-1633461

Plan number 002

Plan year 2023

ACK ID 20240515123651NAL0066156914001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

Covey Equity, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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