Plan5500

Compas, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Compas, 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, Compas, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Compas, Inc. under EIN 22-3078659 and plan number 001. The latest loaded filing year is 2023. The filing reports 240 participants and $12,196,599 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Compas, Inc.
EIN
22-3078659
Plan number
001
Plan type
2
Location
Cherry Hill, NJ
Latest filing year
2023
Participants
240
End-of-year plan assets
$12,196,599

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023240H, C20240924114556NAL0012744257001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,196,599
Total liabilities (EOY)
$0
Net assets (EOY)
$12,196,599
Net assets (BOY)
$9,879,271

Income & contributions

Employer contributions
$170,775
Participant contributions
$1,149,459
Total contributions
$1,445,372
Total income / additions
$3,325,767

Expenses & distributions

Benefits paid
$958,828
Administrative expenses
$49,611
Total expenses
$1,008,439
Net increase / (decrease)
$2,317,328

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kathmere Capital ManagementNONE$26,442not reported in the loaded dataset2023
The Vanguard Group, Inc.NONE$23,169$02023

Related Form 5500 pages