Compass Connections 403(B) Retirement Plan — Form 5500 plan (Compass Connections)

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 Connections 403(B) Retirement Plan is a benefit plan reported by Compass Connections under EIN 46-1394166 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,457 participants and $13,468,136 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Compass Connections
EIN
46-1394166
Plan number
001
Plan type
2
Location
San Antonio, TX
Latest filing year
2023
Participants
3,457
End-of-year plan assets
$13,468,136

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,457H, C20241014142136NAL0015090099002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,468,136
Net assets (EOY)
$13,468,136
Net assets (BOY)
$0

Income & contributions

Employer contributions
$6,663,520
Participant contributions
$5,866,189
Total contributions
$12,946,304
Total income / additions
$13,884,404

Expenses & distributions

Benefits paid
$389,043
Administrative expenses
$22,419
Total expenses
$416,268
Net increase / (decrease)
$13,468,136

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Guidestone Financial Resourcesnot reported in the loaded dataset$22,419not reported in the loaded dataset2023

Related Form 5500 pages