Compass Health, LLC 401(K) Plan — Form 5500 plan (Compass Health, 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 Health, LLC 401(K) Plan is a benefit plan reported by Compass Health, LLC under EIN 20-3861124 and plan number 001. The latest loaded filing year is 2023. The filing reports 484 participants and $7,548,405 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Compass Health, LLC
EIN
20-3861124
Plan number
001
Plan type
2
Location
Crowley, LA
Latest filing year
2023
Participants
484
End-of-year plan assets
$7,548,405

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023484H, C20241015154036NAL0014988531001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,548,405
Total liabilities (EOY)
$46,119
Net assets (EOY)
$7,502,286
Net assets (BOY)
$7,591,595

Income & contributions

Employer contributions
$4,124
Participant contributions
$404,597
Total contributions
$408,721
Total income / additions
$1,451,026

Expenses & distributions

Benefits paid
$1,510,224
Administrative expenses
$30,111
Total expenses
$1,540,335
Net increase / (decrease)
-$89,309

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Retirement Strategies Group, LLCTPA$6,701not reported in the loaded dataset2023

Related Form 5500 pages