2023 Form 5500 filing — Compass Mortgage, Inc. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240909093910NAL0010119986001) for Compass Mortgage, Inc. 401(K) Plan, reported by Compass Mortgage, Inc. under EIN 36-4322204 and plan number 001. It reports 308 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240909093910NAL0010119986001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Compass Mortgage, Inc.
- EIN
- 36-4322204
- Plan number
- 001
- Location
- Warrenville, IL
- Participants
- 308
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,274,431
- Net assets (EOY)
- $15,274,431
- Employer contributions
- $115,487
- Participant contributions
- $1,033,315
- Total income / additions
- $3,602,738
- Benefits paid
- $2,753,475
- Administrative expenses
- $103,127
- Total expenses
- $2,856,602
- Net increase / (decrease)
- $746,136
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $61,089 | not reported in the loaded dataset |
| Ameriprise Financial Services LLC | BROKER/ADVISE R | $0 | $27,974 |
| Brown Wealth Management LLC | INVESTOR ADVISIOR | $21,499 | not reported in the loaded dataset |
| Blue Chip Retirement Plans, Inc. | CONTRACT ADMIN | $8,588 | $9,999 |
| Flexpath Strategies | INVESTMENT ADVISOR | $7,314 | $0 |
| Scott Brown | OTHER | $84 | not reported in the loaded dataset |