2023 Form 5500 filing — Compass Connections 403(B) Retirement 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 20241014142136NAL0015090099002) for Compass Connections 403(B) Retirement Plan, reported by Compass Connections under EIN 46-1394166 and plan number 001. It reports 3,457 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014142136NAL0015090099002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Compass Connections
- EIN
- 46-1394166
- Plan number
- 001
- Location
- San Antonio, TX
- Participants
- 3,457
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,468,136
- Net assets (EOY)
- $13,468,136
- Employer contributions
- $6,663,520
- Participant contributions
- $5,866,189
- Total income / additions
- $13,884,404
- Benefits paid
- $389,043
- Administrative expenses
- $22,419
- Total expenses
- $416,268
- Net increase / (decrease)
- $13,468,136
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Guidestone Financial Resources | not reported in the loaded dataset | $22,419 | not reported in the loaded dataset |