2023 Form 5500 filing — In Compass Health 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 20240919081633NAL0003364323001) for In Compass Health 401(K) Plan, reported by In Compass Health, Inc under EIN 58-2569897 and plan number 001. It reports 336 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919081633NAL0003364323001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- In Compass Health, Inc
- EIN
- 58-2569897
- Plan number
- 001
- Location
- Alpharetta, GA
- Participants
- 336
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,637,456
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,637,456
- Employer contributions
- $1,500,000
- Participant contributions
- $2,071,215
- Total income / additions
- $6,415,251
- Benefits paid
- $2,119,994
- Administrative expenses
- $105,730
- Total expenses
- $2,225,724
- Net increase / (decrease)
- $4,189,527
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rockerfeller Captial Management Ins | INVESTMENT ADVISORY | $25,000 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $24,129 | $0 |
| Bates Carter | AUDITOR | $9,200 | not reported in the loaded dataset |
| Futureplan By Ascensus | RECORDKEEPER | $8,055 | $0 |
| Erisa Services Of Georgia, LLC | RECORDKEEPER | $3,575 | $0 |