2023 Form 5500 filing — Full Compass Systems, Ltd. 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 20250731150817NAL0002671635001) for Full Compass Systems, Ltd. 401(K) Plan, reported by Full Compass Systems, Ltd. under EIN 39-1279698 and plan number 001. It reports 273 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250731150817NAL0002671635001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Full Compass Systems, Ltd.
- EIN
- 39-1279698
- Plan number
- 001
- Location
- Madison, WI
- Participants
- 273
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,138,407
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,138,407
- Employer contributions
- $77,275
- Participant contributions
- $1,213,936
- Total income / additions
- $4,589,378
- Benefits paid
- $698,065
- Administrative expenses
- $75,666
- Total expenses
- $773,731
- Net increase / (decrease)
- $3,815,647
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Private Advisor Group LLC | ADVISOR | $43,573 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $32,093 | $0 |