S. Candace Covey DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: S. Candace Covey
  • Sponsor EIN: 251564892
  • Sponsor Address: 113 S. SPRING STREET, BELLEFONTE, PA, 16823
  • Plan Type: DC
  • Total Participants: 2
  • Total Assets: $780,070

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$780,070$0$0
20232$670,395$3,225$0
20222$564,845$3,310$0

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