How big is Covey Equity, LLC's plan?

Covey Equity, LLC's plan reported $23K in assets and 14 participants for 2023.

Original filing (PDF)20250429094224NAL0000559360001

Covey Equity, LLC

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

Form 5500-SF

FILING_RECEIVED

Covey Equity, LLC GCF Benefit Plan

Health & welfare plan · Covey Equity, LLC's Covey Equity, LLC GCF Benefit Plan held $23K in plan assets for 14 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$23K

Net assets (EOY)

$8K

People on this filing

Morgan Law signed Covey Equity, 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 Equity, LLC's EIN is 58-0309400.

EIN 58-0309400

Plan number 502

Plan year 2023

ACK ID 20250429094224NAL0000559360001

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 health coverage.

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 (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