Plan5500

Kompass Kapital Management LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Kompass Kapital Management LLC (EIN 46-5627934) is a plan sponsor located in Overland Park, KS with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
46-5627934
Location
Overland Park, KS
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Kompass Kapital Management LLC

  • 2 loaded plans hold $12M in reported assets.
  • The largest, Kompass Kapital Management LLC 401(K) Profit Sharing Plan & Trust, holds 100% of this company's reported plan assets.
  • Plans cover 750 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$12MSummed across loaded plans$11,957,055
Total reported assets$12M$11,957,055
Total reported participants750
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$12M total assets
Net assets$12MLiabilities$0
Contributions & income
Employer contributions$37.4K
Participant contributions$1.6M
Total income / additions$2.2M
Expenses & distributions
Benefits paid / distributions$2M
Total expenses$2.1M
Net increase / (decrease)$69K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Kompass Kapital Management LLC 401(K) Profit Sharing Plan & Trust
Participants per plan375Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Kompass Kapital Management LLC 401(K) Profit Sharing Plan & Trust$12M
    Plan #001 · 422 participants · 2023
  2. 2
    Kompass Kapital Management, LLC Employee Benefits Plannot reported in the loaded dataset
    Plan #501 · 328 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Kompass Kapital Management LLC. Open one for its full reported snapshot.

  1. 2023
    Kompass Kapital Management, LLC Employee Benefits Plan328 participants · 2No schedules
    View filing →
  2. 2023
    Kompass Kapital Management LLC 401(K) Profit Sharing Plan & Trust422 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Kompass Kapital Management LLC report on Form 5500?
Kompass Kapital Management LLC (EIN 46-5627934) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Kompass Kapital Management LLC?
The Employer Identification Number (EIN) reported for Kompass Kapital Management LLC is 46-5627934.
What is the latest Form 5500 filing year for Kompass Kapital Management LLC?
The latest loaded Form 5500 filing year for Kompass Kapital Management LLC is 2023.

Related Form 5500 pages