2023 Form 5500 filing — Compassus 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 20241014155923NAL0027795777001) for Compassus 401(K) Plan, reported by Fc Compassus, LLC under EIN 47-2468370 and plan number 001. It reports 6,213 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014155923NAL0027795777001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Fc Compassus, LLC
- EIN
- 47-2468370
- Plan number
- 001
- Location
- Brentwood, TN
- Participants
- 6,213
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $141,070,441
- Total liabilities (EOY)
- $93,814
- Net assets (EOY)
- $140,976,627
- Employer contributions
- $3,187,047
- Participant contributions
- $15,621,271
- Total income / additions
- $40,945,232
- Benefits paid
- $13,787,519
- Administrative expenses
- $457,937
- Total expenses
- $14,245,456
- Net increase / (decrease)
- $26,699,776
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| James T Murfee | BROKER DEALER | $0 | $59,983 |
| Murfee Meadows, Inc. | SERVICE PROVIDER | $0 | $24,526 |
| Morningstar Investment Management | SERVICE PROVIDER | $16,214 | $0 |
| Voya Retirement Advisors, LLC | SERVICE PROVIDER | $12,497 | $0 |