Covenant Management Systems LP
Plan context: Cms Savings Plan and Trust
EIN 74-2899856 • 77 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
2,584
2024 Assets
$414,185,481
2024 Contributions
$20,997,067
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 | 3 | 2,584 | $414,185,481 | $20,997,067 | $8,126iApproximate average salary by contribution assumption: employee only about $203,145 at 4% or $135,430 at 6%; with 50% employer match about $135,430 at 4% or $90,287 at 6%; with 100% employer match about $101,572 at 4% or $67,715 at 6%. |
| Cms Savings Plan and Trust | - | 2,584 | $414,185,481 | $20,997,067 | $8,126iApproximate average salary by contribution assumption: employee only about $203,145 at 4% or $135,430 at 6%; with 50% employer match about $135,430 at 4% or $90,287 at 6%; with 100% employer match about $101,572 at 4% or $67,715 at 6%. |
| Flex Plan for Employees of Cms | - | 0 | - | - | - |
| Covenant Management Systems Employee Benefit Plan | - | 2,090 | - | - | - |
| 2023 | 3 | 2,443 | $367,451,734 | $18,511,387 | $7,577iApproximate average salary by contribution assumption: employee only about $189,433 at 4% or $126,289 at 6%; with 50% employer match about $126,289 at 4% or $84,192 at 6%; with 100% employer match about $94,716 at 4% or $63,144 at 6%. |
| Cms Savings Plan and Trust | - | 2,443 | $367,451,734 | $18,511,387 | $7,577iApproximate average salary by contribution assumption: employee only about $189,433 at 4% or $126,289 at 6%; with 50% employer match about $126,289 at 4% or $84,192 at 6%; with 100% employer match about $94,716 at 4% or $63,144 at 6%. |
| Covenant Management Systems Employee Benefit Plan | - | 1,988 | - | - | - |
| Flex Plan for Employees of Cms | - | 571 | - | - | - |
| 2022 | 3 | 2,313 | $318,197,213 | $18,535,688 | $8,014iApproximate average salary by contribution assumption: employee only about $200,342 at 4% or $133,562 at 6%; with 50% employer match about $133,562 at 4% or $89,041 at 6%; with 100% employer match about $100,171 at 4% or $66,781 at 6%. |
| Cms Savings Plan and Trust | - | 2,313 | $318,197,213 | $18,535,688 | $8,014iApproximate average salary by contribution assumption: employee only about $200,342 at 4% or $133,562 at 6%; with 50% employer match about $133,562 at 4% or $89,041 at 6%; with 100% employer match about $100,171 at 4% or $66,781 at 6%. |
| Flex Plan for Employees of Cms | - | 551 | - | - | - |
| Covenant Management Systems Employee Benefit Plan | - | 1,811 | - | - | - |
| 2021 | 3 | 2,171 | $380,731,438 | $19,062,713 | $8,781iApproximate average salary by contribution assumption: employee only about $219,515 at 4% or $146,344 at 6%; with 50% employer match about $146,344 at 4% or $97,562 at 6%; with 100% employer match about $109,758 at 4% or $73,172 at 6%. |
| Cms Savings Plan and Trust | - | 2,171 | $380,731,438 | $19,062,713 | $8,781iApproximate average salary by contribution assumption: employee only about $219,515 at 4% or $146,344 at 6%; with 50% employer match about $146,344 at 4% or $97,562 at 6%; with 100% employer match about $109,758 at 4% or $73,172 at 6%. |
| Covenant Management Systems Employee Benefit Plan | - | 1,782 | - | - | - |
| Flex Plan for Employees of Cms | - | 535 | - | - | - |
| 2020 | 3 | 2,053 | $334,731,253 | $16,090,734 | $7,838iApproximate average salary by contribution assumption: employee only about $195,942 at 4% or $130,628 at 6%; with 50% employer match about $130,628 at 4% or $87,085 at 6%; with 100% employer match about $97,971 at 4% or $65,314 at 6%. |
| Cms Savings Plan and Trust | - | 2,053 | $334,731,253 | $16,090,734 | $7,838iApproximate average salary by contribution assumption: employee only about $195,942 at 4% or $130,628 at 6%; with 50% employer match about $130,628 at 4% or $87,085 at 6%; with 100% employer match about $97,971 at 4% or $65,314 at 6%. |
| Covenant Management Systems Employee Benefit Plan | - | 1,711 | - | - | - |
| Flex Plan for Employees of Cms | - | 571 | - | - | - |
| 2019 | 3 | 2,030 | $300,243,281 | $15,929,466 | $7,847iApproximate average salary by contribution assumption: employee only about $196,176 at 4% or $130,784 at 6%; with 50% employer match about $130,784 at 4% or $87,189 at 6%; with 100% employer match about $98,088 at 4% or $65,392 at 6%. |
| Cms Savings Plan and Trust | - | 2,030 | $300,243,281 | $15,929,466 | $7,847iApproximate average salary by contribution assumption: employee only about $196,176 at 4% or $130,784 at 6%; with 50% employer match about $130,784 at 4% or $87,189 at 6%; with 100% employer match about $98,088 at 4% or $65,392 at 6%. |
| Covenant Management Systems Employee Benefit Plan | - | 1,698 | - | - | - |
| Flex Plan for Employees of Cms | - | 533 | - | - | - |
| 2018 | 3 | 1,908 | $245,891,662 | $14,923,651 | $7,822iApproximate average salary by contribution assumption: employee only about $195,541 at 4% or $130,360 at 6%; with 50% employer match about $130,360 at 4% or $86,907 at 6%; with 100% employer match about $97,770 at 4% or $65,180 at 6%. |
| Cms Savings Plan and Trust | - | 1,908 | $245,891,662 | $14,923,651 | $7,822iApproximate average salary by contribution assumption: employee only about $195,541 at 4% or $130,360 at 6%; with 50% employer match about $130,360 at 4% or $86,907 at 6%; with 100% employer match about $97,770 at 4% or $65,180 at 6%. |
| Covenant Management Systems Employee Benefit Plan | - | 1,629 | - | - | - |
| Flex Plan for Employees of Cms | - | 533 | - | - | - |
| 2017 | 3 | 1,729 | $261,892,321 | $13,083,890 | $7,567iApproximate average salary by contribution assumption: employee only about $189,183 at 4% or $126,122 at 6%; with 50% employer match about $126,122 at 4% or $84,081 at 6%; with 100% employer match about $94,591 at 4% or $63,061 at 6%. |
| Cms Savings Plan and Trust | - | 1,729 | $261,892,321 | $13,083,890 | $7,567iApproximate average salary by contribution assumption: employee only about $189,183 at 4% or $126,122 at 6%; with 50% employer match about $126,122 at 4% or $84,081 at 6%; with 100% employer match about $94,591 at 4% or $63,061 at 6%. |
| Covenant Management Systems Employee Benefit Plan | - | 1,517 | - | - | - |
| Flex Plan for Employees of Cms | - | 480 | - | - | - |
| 2016 | 3 | 1,832 | $223,382,422 | $14,985,460 | $8,180iApproximate average salary by contribution assumption: employee only about $204,496 at 4% or $136,331 at 6%; with 50% employer match about $136,331 at 4% or $90,887 at 6%; with 100% employer match about $102,248 at 4% or $68,165 at 6%. |
| Cms Savings Plan and Trust | - | 1,832 | $223,382,422 | $14,985,460 | $8,180iApproximate average salary by contribution assumption: employee only about $204,496 at 4% or $136,331 at 6%; with 50% employer match about $136,331 at 4% or $90,887 at 6%; with 100% employer match about $102,248 at 4% or $68,165 at 6%. |
| Flex Plan for Employees of Cms | - | 479 | - | - | - |
| Covenant Management Systems Employee Benefit Plan | - | 1,825 | - | - | - |
| 2015 | 3 | 1,806 | $200,404,687 | $15,335,291 | $8,491iApproximate average salary by contribution assumption: employee only about $212,283 at 4% or $141,522 at 6%; with 50% employer match about $141,522 at 4% or $94,348 at 6%; with 100% employer match about $106,141 at 4% or $70,761 at 6%. |
| Cms Savings Plan and Trust | - | 1,725 | $200,404,687 | $15,335,291 | $8,890iApproximate average salary by contribution assumption: employee only about $222,251 at 4% or $148,167 at 6%; with 50% employer match about $148,167 at 4% or $98,778 at 6%; with 100% employer match about $111,125 at 4% or $74,084 at 6%. |
| Flex Plan for Employees of Cms | - | 479 | - | - | - |
| Covenant Management Systems Employee Benefit Plan | - | 1,806 | - | - | - |
| 2014 | 3 | 1,692 | $190,846,408 | $12,702,722 | $7,508iApproximate average salary by contribution assumption: employee only about $187,688 at 4% or $125,125 at 6%; with 50% employer match about $125,125 at 4% or $83,417 at 6%; with 100% employer match about $93,844 at 4% or $62,563 at 6%. |
| Cms Savings Plan and Trust | - | 1,692 | $190,846,408 | $12,702,722 | $7,508iApproximate average salary by contribution assumption: employee only about $187,688 at 4% or $125,125 at 6%; with 50% employer match about $125,125 at 4% or $83,417 at 6%; with 100% employer match about $93,844 at 4% or $62,563 at 6%. |
| Covenant Management Systems Employee Benefit Plan | - | 1,507 | - | - | - |
| Flex Plan for Employees of Cms | - | 479 | - | - | - |
| 2013 | 3 | 1,692 | $179,479,747 | $11,224,759 | $6,634iApproximate average salary by contribution assumption: employee only about $165,850 at 4% or $110,567 at 6%; with 50% employer match about $110,567 at 4% or $73,711 at 6%; with 100% employer match about $82,925 at 4% or $55,283 at 6%. |
| Cms Savings Plan and Trust | - | 1,692 | $179,479,747 | $11,224,759 | $6,634iApproximate average salary by contribution assumption: employee only about $165,850 at 4% or $110,567 at 6%; with 50% employer match about $110,567 at 4% or $73,711 at 6%; with 100% employer match about $82,925 at 4% or $55,283 at 6%. |
| Flex Plan for Employees of Cms | - | 416 | - | - | - |
| Covenant Management Systems Employee Benefit Plan | - | 1,447 | - | - | - |
| 2012 | 3 | 1,649 | $145,556,662 | $10,200,343 | $6,186iApproximate average salary by contribution assumption: employee only about $154,644 at 4% or $103,096 at 6%; with 50% employer match about $103,096 at 4% or $68,731 at 6%; with 100% employer match about $77,322 at 4% or $51,548 at 6%. |
| Cms Savings Plan and Trust | - | 1,649 | $145,556,662 | $10,200,343 | $6,186iApproximate average salary by contribution assumption: employee only about $154,644 at 4% or $103,096 at 6%; with 50% employer match about $103,096 at 4% or $68,731 at 6%; with 100% employer match about $77,322 at 4% or $51,548 at 6%. |
| Flex Plan for Employees of Cms | - | 416 | - | - | - |
| Covenant Management Systems Employee Benefit Plan | - | 1,378 | - | - | - |
| 2011 | 3 | 1,474 | $124,623,520 | $13,757,241 | $9,333iApproximate average salary by contribution assumption: employee only about $233,332 at 4% or $155,555 at 6%; with 50% employer match about $155,555 at 4% or $103,703 at 6%; with 100% employer match about $116,666 at 4% or $77,777 at 6%. |
| Cms Savings Plan and Trust | - | 1,474 | $124,623,520 | $13,757,241 | $9,333iApproximate average salary by contribution assumption: employee only about $233,332 at 4% or $155,555 at 6%; with 50% employer match about $155,555 at 4% or $103,703 at 6%; with 100% employer match about $116,666 at 4% or $77,777 at 6%. |
| Flex Plan for Employees of Cms | - | 392 | - | - | - |
| Covenant Management Systems Employee Benefit Plan | - | 1,094 | - | - | - |
| 2010 | 3 | 1,408 | $115,692,624 | $11,283,709 | $8,014iApproximate average salary by contribution assumption: employee only about $200,350 at 4% or $133,567 at 6%; with 50% employer match about $133,567 at 4% or $89,044 at 6%; with 100% employer match about $100,175 at 4% or $66,783 at 6%. |
| Cms Savings Plan and Trust | - | 1,408 | $115,692,624 | $11,283,709 | $8,014iApproximate average salary by contribution assumption: employee only about $200,350 at 4% or $133,567 at 6%; with 50% employer match about $133,567 at 4% or $89,044 at 6%; with 100% employer match about $100,175 at 4% or $66,783 at 6%. |
| Flex Plan for Employees of Cms | - | 390 | - | - | - |
| Covenant Management Systems Employee Benefit Plan | - | 1,008 | - | - | - |
| 2009 | 3 | 1,352 | $96,009,728 | $8,337,817 | $6,167iApproximate average salary by contribution assumption: employee only about $154,176 at 4% or $102,784 at 6%; with 50% employer match about $102,784 at 4% or $68,522 at 6%; with 100% employer match about $77,088 at 4% or $51,392 at 6%. |
| Cms Savings Plan and Trust | - | 1,352 | $96,009,728 | $8,337,817 | $6,167iApproximate average salary by contribution assumption: employee only about $154,176 at 4% or $102,784 at 6%; with 50% employer match about $102,784 at 4% or $68,522 at 6%; with 100% employer match about $77,088 at 4% or $51,392 at 6%. |
| Covenant Management Systems Employee Benefit Plan | - | 1,107 | - | - | - |
| Flex Plan for Employees of Cms | - | 308 | - | - | - |
| 2008 | 2 | 1,286 | $72,689,736 | $7,532,247 | $5,857iApproximate average salary by contribution assumption: employee only about $146,428 at 4% or $97,619 at 6%; with 50% employer match about $97,619 at 4% or $65,079 at 6%; with 100% employer match about $73,214 at 4% or $48,809 at 6%. |
| Cms Savings Plan and Trust | - | 1,286 | $72,689,736 | $7,532,247 | $5,857iApproximate average salary by contribution assumption: employee only about $146,428 at 4% or $97,619 at 6%; with 50% employer match about $97,619 at 4% or $65,079 at 6%; with 100% employer match about $73,214 at 4% or $48,809 at 6%. |
| Covenant Management Systems Employee Benefit Plan | - | 1,003 | - | - | - |
| 2007 | 3 | 1,298 | $95,115,057 | $7,239,785 | $5,578iApproximate average salary by contribution assumption: employee only about $139,441 at 4% or $92,961 at 6%; with 50% employer match about $92,961 at 4% or $61,974 at 6%; with 100% employer match about $69,721 at 4% or $46,480 at 6%. |
| Cms Savings Plan and Trust | - | 1,298 | $95,115,057 | $7,239,785 | $5,578iApproximate average salary by contribution assumption: employee only about $139,441 at 4% or $92,961 at 6%; with 50% employer match about $92,961 at 4% or $61,974 at 6%; with 100% employer match about $69,721 at 4% or $46,480 at 6%. |
| Flex Plan for Employees of Cms | - | 954 | - | - | - |
| Covenant Management Systems Employee Benefit Plan | - | 1,100 | - | - | - |
| 2006 | 3 | 1,025 | $84,421,557 | $6,993,623 | $6,823iApproximate average salary by contribution assumption: employee only about $170,576 at 4% or $113,717 at 6%; with 50% employer match about $113,717 at 4% or $75,812 at 6%; with 100% employer match about $85,288 at 4% or $56,859 at 6%. |
| Cms Savings Plan and Trust | - | 1,025 | $84,421,557 | $6,993,623 | $6,823iApproximate average salary by contribution assumption: employee only about $170,576 at 4% or $113,717 at 6%; with 50% employer match about $113,717 at 4% or $75,812 at 6%; with 100% employer match about $85,288 at 4% or $56,859 at 6%. |
| Covenant Management Systems Employee Benefit Plan | - | 957 | - | - | - |
| Flex Plan for Employees of Cms | - | 845 | - | - | - |
| 2005 | 3 | 975 | $69,778,369 | $5,959,100 | $6,112iApproximate average salary by contribution assumption: employee only about $152,797 at 4% or $101,865 at 6%; with 50% employer match about $101,865 at 4% or $67,910 at 6%; with 100% employer match about $76,399 at 4% or $50,932 at 6%. |
| Cms Savings Plan and Trust | - | 975 | $69,778,369 | $5,959,100 | $6,112iApproximate average salary by contribution assumption: employee only about $152,797 at 4% or $101,865 at 6%; with 50% employer match about $101,865 at 4% or $67,910 at 6%; with 100% employer match about $76,399 at 4% or $50,932 at 6%. |
| Covenant Management Systems Employee Benefit Plan | - | 897 | - | - | - |
| Flex Plan for Employees of Cms | - | 763 | - | - | - |
| 2004 | 3 | 943 | $61,363,772 | $5,355,466 | $5,679iApproximate average salary by contribution assumption: employee only about $141,979 at 4% or $94,653 at 6%; with 50% employer match about $94,653 at 4% or $63,102 at 6%; with 100% employer match about $70,990 at 4% or $47,326 at 6%. |
| Cms Savings Plan and Trust | - | 943 | $61,363,772 | $5,355,466 | $5,679iApproximate average salary by contribution assumption: employee only about $141,979 at 4% or $94,653 at 6%; with 50% employer match about $94,653 at 4% or $63,102 at 6%; with 100% employer match about $70,990 at 4% or $47,326 at 6%. |
| Covenant Management Systems Employee Benefit Plan | - | 854 | - | - | - |
| Flex Plan for Employees of Cms | - | 720 | - | - | - |
| 2003 | 3 | 917 | $103,266,511 | $8,694,191 | $9,481iApproximate average salary by contribution assumption: employee only about $237,028 at 4% or $158,019 at 6%; with 50% employer match about $158,019 at 4% or $105,346 at 6%; with 100% employer match about $118,514 at 4% or $79,009 at 6%. |
| Cms Savings Plan and Trust | - | 902 | $51,644,254 | $4,361,450 | $4,835iApproximate average salary by contribution assumption: employee only about $120,883 at 4% or $80,589 at 6%; with 50% employer match about $80,589 at 4% or $53,726 at 6%; with 100% employer match about $60,441 at 4% or $40,294 at 6%. |
| Cms Savings Plan and Trust | - | 917 | $51,622,257 | $4,332,741 | $4,725iApproximate average salary by contribution assumption: employee only about $118,123 at 4% or $78,748 at 6%; with 50% employer match about $78,748 at 4% or $52,499 at 6%; with 100% employer match about $59,061 at 4% or $39,374 at 6%. |
| Covenant Management Systems Employee Benefit Plan | - | 838 | - | - | - |
| 2002 | 3 | 1,767 | $40,898,239 | $4,031,759 | $2,282iApproximate average salary by contribution assumption: employee only about $57,042 at 4% or $38,028 at 6%; with 50% employer match about $38,028 at 4% or $25,352 at 6%; with 100% employer match about $28,521 at 4% or $19,014 at 6%. |
| Cms Savings Plan and Trust | - | 905 | $40,898,239 | $4,031,759 | $4,455iApproximate average salary by contribution assumption: employee only about $111,375 at 4% or $74,250 at 6%; with 50% employer match about $74,250 at 4% or $49,500 at 6%; with 100% employer match about $55,687 at 4% or $37,125 at 6%. |
| Covenant Management Systems Employee Benefit Plan | - | 1,767 | - | - | - |
| Flex Plan for Employees of Cms | - | 229 | - | - | - |
| 2001 | 3 | 823 | $46,810,396 | $3,324,394 | $4,039iApproximate average salary by contribution assumption: employee only about $100,984 at 4% or $67,323 at 6%; with 50% employer match about $67,323 at 4% or $44,882 at 6%; with 100% employer match about $50,492 at 4% or $33,661 at 6%. |
| Cms Savings Plan and Trust | - | 823 | $46,810,396 | $3,324,394 | $4,039iApproximate average salary by contribution assumption: employee only about $100,984 at 4% or $67,323 at 6%; with 50% employer match about $67,323 at 4% or $44,882 at 6%; with 100% employer match about $50,492 at 4% or $33,661 at 6%. |
| Flex Plan for Employees of Cms | - | 228 | - | - | - |
| Covenant Management Systems Employee Benefit Plan | - | 746 | - | - | - |
| 2000 | 3 | 745 | $46,902,080 | $2,750,216 | $3,692iApproximate average salary by contribution assumption: employee only about $92,289 at 4% or $61,526 at 6%; with 50% employer match about $61,526 at 4% or $41,017 at 6%; with 100% employer match about $46,145 at 4% or $30,763 at 6%. |
| Cms Savings Plan and Trust | - | 745 | $46,902,080 | $2,750,216 | $3,692iApproximate average salary by contribution assumption: employee only about $92,289 at 4% or $61,526 at 6%; with 50% employer match about $61,526 at 4% or $41,017 at 6%; with 100% employer match about $46,145 at 4% or $30,763 at 6%. |
| Flex Plan for Employees of Cms | - | 266 | - | - | - |
| Covenant Management Systems Employee Benefit Plan | - | 648 | - | - | - |
| 1999 | 3 | 786 | $49,133,377 | $2,079,938 | $2,646iApproximate average salary by contribution assumption: employee only about $66,156 at 4% or $44,104 at 6%; with 50% employer match about $44,104 at 4% or $29,403 at 6%; with 100% employer match about $33,078 at 4% or $22,052 at 6%. |
| Cms Savings Plan and Trust | - | 771 | $49,133,377 | $2,079,938 | $2,698iApproximate average salary by contribution assumption: employee only about $67,443 at 4% or $44,962 at 6%; with 50% employer match about $44,962 at 4% or $29,975 at 6%; with 100% employer match about $33,721 at 4% or $22,481 at 6%. |
| Flex Plan for Employees of Cms | - | 238 | - | - | - |
| Covenant Management Systems Employee Benefit Plan | - | 786 | - | - | - |