Compass Youth Services, LLC 401(K) Plan — Form 5500 plan (Compass Youth Services, LLC)
Plain-English plan 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, Compass Youth Services, LLC 401(K) Plan is a benefit plan reported by Compass Youth Services, LLC under EIN 20-0125300 and plan number 001. The latest loaded filing year is 2023. The filing reports 324 participants and $7,051,438 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Compass Youth Services, LLC
- EIN
- 20-0125300
- Plan number
- 001
- Plan type
- 2
- Location
- Norfolk, VA
- Latest filing year
- 2023
- Participants
- 324
- End-of-year plan assets
- $7,051,438
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 324 | H, C | 20240924104110NAL0012666945001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,051,438
- Total liabilities (EOY)
- $196
- Net assets (EOY)
- $7,051,242
- Net assets (BOY)
- $5,322,659
Income & contributions
- Employer contributions
- $319,477
- Participant contributions
- $638,727
- Total contributions
- $958,204
- Total income / additions
- $1,997,833
Expenses & distributions
- Benefits paid
- $180,846
- Administrative expenses
- $88,404
- Total expenses
- $269,250
- Net increase / (decrease)
- $1,728,583
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insur Co Of Amer | RECORDKEEPER | $40,061 | $0 | 2023 |
| Cambridge Investment Group | INVESTMENT ADVISOR | $29,560 | not reported in the loaded dataset | 2023 |
| Old Point Financial Corpo | CONTRACT ADMIN | $12,200 | not reported in the loaded dataset | 2023 |
| Leafhouse Financial Advisors, LLC | OTHER | $2,956 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Compass Youth Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Norfolk, VA
- Empower Annuity Insur Co Of Amer — Schedule C compensation
- Cambridge Investment Group — Schedule C compensation
- Old Point Financial Corpo — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation