Compa Industries, Inc. 401(K) Plan — Form 5500 plan (Compa Industries, 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, Compa Industries, Inc. 401(K) Plan is a benefit plan reported by Compa Industries, Inc. under EIN 33-0203447 and plan number 001. The latest loaded filing year is 2023. The filing reports 429 participants and $11,024,346 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Compa Industries, Inc.
EIN
33-0203447
Plan number
001
Plan type
2
Location
Los Alamos, NM
Latest filing year
2023
Participants
429
End-of-year plan assets
$11,024,346

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023429H, C20241015214710NAL0058285522001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,024,346
Total liabilities (EOY)
$18,507
Net assets (EOY)
$11,005,839
Net assets (BOY)
$9,869,937

Income & contributions

Employer contributions
$274,034
Participant contributions
$1,138,727
Total contributions
$1,575,879
Total income / additions
$2,847,722

Expenses & distributions

Benefits paid
$1,664,492
Administrative expenses
$6,853
Total expenses
$1,711,820
Net increase / (decrease)
$1,135,902

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideNONE$55,481$132023
Pruco Securities, LLCNONE$0$34,6532023
Alliance Benefit GroupNONE$10,409not reported in the loaded dataset2023

Related Form 5500 pages