Covenant Trust Company
Plan context: Covenant Trust Company Retirement Plan
EIN 36-3583163 • Chicago, IL • 11 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
48
2024 Assets
$4,103,859
2024 Contributions
$550,624
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 48 | $4,103,859 | $550,624 | $11,471iApproximate average salary by contribution assumption: employee only about $286,783 at 4% or $191,189 at 6%; with 50% employer match about $191,189 at 4% or $127,459 at 6%; with 100% employer match about $143,392 at 4% or $95,594 at 6%. |
| Covenant Trust Company Retirement Plan | - | 48 | $4,103,859 | $550,624 | $11,471iApproximate average salary by contribution assumption: employee only about $286,783 at 4% or $191,189 at 6%; with 50% employer match about $191,189 at 4% or $127,459 at 6%; with 100% employer match about $143,392 at 4% or $95,594 at 6%. |
| 2023 | 1 | 53 | $4,354,366 | $554,212 | $10,457iApproximate average salary by contribution assumption: employee only about $261,421 at 4% or $174,281 at 6%; with 50% employer match about $174,281 at 4% or $116,187 at 6%; with 100% employer match about $130,710 at 4% or $87,140 at 6%. |
| Covenant Trust Company Retirement Plan | - | 53 | $4,354,366 | $554,212 | $10,457iApproximate average salary by contribution assumption: employee only about $261,421 at 4% or $174,281 at 6%; with 50% employer match about $174,281 at 4% or $116,187 at 6%; with 100% employer match about $130,710 at 4% or $87,140 at 6%. |
| 2022 | 1 | 51 | $3,693,718 | $545,145 | $10,689iApproximate average salary by contribution assumption: employee only about $267,228 at 4% or $178,152 at 6%; with 50% employer match about $178,152 at 4% or $118,768 at 6%; with 100% employer match about $133,614 at 4% or $89,076 at 6%. |
| Covenant Trust Company Retirement Plan | - | 51 | $3,693,718 | $545,145 | $10,689iApproximate average salary by contribution assumption: employee only about $267,228 at 4% or $178,152 at 6%; with 50% employer match about $178,152 at 4% or $118,768 at 6%; with 100% employer match about $133,614 at 4% or $89,076 at 6%. |
| 2021 | 1 | 51 | $4,231,392 | $461,621 | $9,051iApproximate average salary by contribution assumption: employee only about $226,285 at 4% or $150,857 at 6%; with 50% employer match about $150,857 at 4% or $100,571 at 6%; with 100% employer match about $113,142 at 4% or $75,428 at 6%. |
| Covenant Trust Company Retirement Plan | - | 51 | $4,231,392 | $461,621 | $9,051iApproximate average salary by contribution assumption: employee only about $226,285 at 4% or $150,857 at 6%; with 50% employer match about $150,857 at 4% or $100,571 at 6%; with 100% employer match about $113,142 at 4% or $75,428 at 6%. |
| 2020 | 1 | 51 | $3,348,618 | $465,555 | $9,129iApproximate average salary by contribution assumption: employee only about $228,213 at 4% or $152,142 at 6%; with 50% employer match about $152,142 at 4% or $101,428 at 6%; with 100% employer match about $114,107 at 4% or $76,071 at 6%. |
| Covenant Trust Company Retirement Plan | - | 51 | $3,348,618 | $465,555 | $9,129iApproximate average salary by contribution assumption: employee only about $228,213 at 4% or $152,142 at 6%; with 50% employer match about $152,142 at 4% or $101,428 at 6%; with 100% employer match about $114,107 at 4% or $76,071 at 6%. |
| 2019 | 1 | 48 | $2,449,304 | $381,573 | $7,949iApproximate average salary by contribution assumption: employee only about $198,736 at 4% or $132,491 at 6%; with 50% employer match about $132,491 at 4% or $88,327 at 6%; with 100% employer match about $99,368 at 4% or $66,245 at 6%. |
| Covenant Trust Company Retirement Plan | - | 48 | $2,449,304 | $381,573 | $7,949iApproximate average salary by contribution assumption: employee only about $198,736 at 4% or $132,491 at 6%; with 50% employer match about $132,491 at 4% or $88,327 at 6%; with 100% employer match about $99,368 at 4% or $66,245 at 6%. |
| 2018 | 1 | 42 | $1,804,885 | $335,526 | $7,989iApproximate average salary by contribution assumption: employee only about $199,718 at 4% or $133,145 at 6%; with 50% employer match about $133,145 at 4% or $88,763 at 6%; with 100% employer match about $99,859 at 4% or $66,573 at 6%. |
| Covenant Trust Company Retirement Plan | - | 42 | $1,804,885 | $335,526 | $7,989iApproximate average salary by contribution assumption: employee only about $199,718 at 4% or $133,145 at 6%; with 50% employer match about $133,145 at 4% or $88,763 at 6%; with 100% employer match about $99,859 at 4% or $66,573 at 6%. |
| 2017 | 1 | 38 | $1,671,549 | $305,148 | $8,030iApproximate average salary by contribution assumption: employee only about $200,755 at 4% or $133,837 at 6%; with 50% employer match about $133,837 at 4% or $89,225 at 6%; with 100% employer match about $100,378 at 4% or $66,918 at 6%. |
| Covenant Trust Company Retirement Plan | - | 38 | $1,671,549 | $305,148 | $8,030iApproximate average salary by contribution assumption: employee only about $200,755 at 4% or $133,837 at 6%; with 50% employer match about $133,837 at 4% or $89,225 at 6%; with 100% employer match about $100,378 at 4% or $66,918 at 6%. |
| 2016 | 1 | 35 | $1,130,425 | $404,576 | $11,559iApproximate average salary by contribution assumption: employee only about $288,983 at 4% or $192,655 at 6%; with 50% employer match about $192,655 at 4% or $128,437 at 6%; with 100% employer match about $144,491 at 4% or $96,328 at 6%. |
| Covenant Trust Company Retirement Plan | - | 35 | $1,130,425 | $404,576 | $11,559iApproximate average salary by contribution assumption: employee only about $288,983 at 4% or $192,655 at 6%; with 50% employer match about $192,655 at 4% or $128,437 at 6%; with 100% employer match about $144,491 at 4% or $96,328 at 6%. |
| 2015 | 1 | 32 | $783,071 | $296,028 | $9,251iApproximate average salary by contribution assumption: employee only about $231,272 at 4% or $154,181 at 6%; with 50% employer match about $154,181 at 4% or $102,788 at 6%; with 100% employer match about $115,636 at 4% or $77,091 at 6%. |
| Covenant Trust Company Retirement Plan | - | 32 | $783,071 | $296,028 | $9,251iApproximate average salary by contribution assumption: employee only about $231,272 at 4% or $154,181 at 6%; with 50% employer match about $154,181 at 4% or $102,788 at 6%; with 100% employer match about $115,636 at 4% or $77,091 at 6%. |
| 2014 | 1 | 33 | $573,140 | $542,345 | $16,435iApproximate average salary by contribution assumption: employee only about $410,867 at 4% or $273,912 at 6%; with 50% employer match about $273,912 at 4% or $182,608 at 6%; with 100% employer match about $205,434 at 4% or $136,956 at 6%. |
| Covenant Trust Company Retirement Plan | - | 33 | $573,140 | $542,345 | $16,435iApproximate average salary by contribution assumption: employee only about $410,867 at 4% or $273,912 at 6%; with 50% employer match about $273,912 at 4% or $182,608 at 6%; with 100% employer match about $205,434 at 4% or $136,956 at 6%. |