Compsych Management Corporation Retirement Plan — Form 5500 plan (Compsych Management Corporation)

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, Compsych Management Corporation Retirement Plan is a benefit plan reported by Compsych Management Corporation under EIN 36-3272141 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,614 participants and $43,493,713 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Compsych Management Corporation
EIN
36-3272141
Plan number
001
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
1,614
End-of-year plan assets
$43,493,713

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,614H, C20241121115929NAL0000336803001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$43,493,713
Net assets (EOY)
$43,493,713
Net assets (BOY)
$33,775,525

Income & contributions

Employer contributions
$553,687
Participant contributions
$3,284,766
Total contributions
$4,214,954
Total income / additions
$11,373,398

Expenses & distributions

Benefits paid
$1,429,848
Administrative expenses
$93,636
Total expenses
$1,655,210
Net increase / (decrease)
$9,718,188

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services,IncNONE$57,889not reported in the loaded dataset2023
Oppenheimer & Co. Inc.NONE$35,748not reported in the loaded dataset2023

Related Form 5500 pages