The Consumer Compass Inc 401k — Form 5500 plan (The Consumer Compass, Inc.)

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, The Consumer Compass Inc 401k is a benefit plan reported by The Consumer Compass, Inc. under EIN 20-8856180 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $813,144 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$813.1KPlan net assets, end of year$813,144
Participants1Covered participants reported
Assets / participant$813.1KComputed: assets ÷ participants$813,144 (computed)
Provider compensationNone reported
Plan sponsor
The Consumer Compass, Inc.
EIN
20-8856180
Plan number
001
Plan type
2
Location
Corona Del Mar, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231I20241010131506NAL0011493747003
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$813.1K total assets
Net assets$813.1KLiabilities
Money in vs. money out
Total income / additions$116.5K
Total expenses$34K
Benefits paid / distributions$25.5K
Full reported line items

Net assets

Total assets (EOY)
$813,144
Net assets (EOY)
$813,144
Net assets (BOY)
$730,652

Income & contributions

Total income / additions
$116,527

Expenses & distributions

Benefits paid
$25,500
Administrative expenses
$8,535
Total expenses
$34,035
Net increase / (decrease)
$82,492
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income22%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages