Plan5500

Kompass Kapital Management LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Kompass Kapital Management LLC)

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, Kompass Kapital Management LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Kompass Kapital Management LLC under EIN 46-5627934 and plan number 001. The latest loaded filing year is 2023. The filing reports 422 participants and $11,957,055 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$12MPlan net assets, end of year$11,957,055
Participants422Covered participants reported
Assets / participant$28.3KComputed: assets ÷ participants$28,334 (computed)
Provider compensation$60.6K3 Schedule C provider row(s)$60,630
Plan sponsor
Kompass Kapital Management LLC
EIN
46-5627934
Plan number
001
Plan type
2
Location
Overland Park, KS
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    422 participants · 2Sch HSch C
    View filing →
Schedule H · 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)$12M total assets
Net assets$12MLiabilities$0
Money in vs. money out
Total income / additions$2.2M
Total expenses$2.1M
Benefits paid / distributions$2M
Contributions
Employer$37.4K
Participant$1.6M
Full reported line items

Net assets

Total assets (EOY)
$11,957,055
Total liabilities (EOY)
$0
Net assets (EOY)
$11,957,055
Net assets (BOY)
$11,888,028

Income & contributions

Employer contributions
$37,372
Participant contributions
$1,561,562
Total contributions
$2,319,633
Total income / additions
$2,206,821

Expenses & distributions

Benefits paid
$2,043,663
Administrative expenses
$60,630
Total expenses
$2,137,794
Net increase / (decrease)
$69,027
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.

Contribution share (employer vs. participant)
Employer 2%Participant 98%
Total expenses ÷ net assets18%Computed ratio
Benefits paid ÷ total income93%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Empower Annuity Insurance Co Of Ame$38K
    RECORDKEEPER · Direct $38K · Indirect $0
  2. 2
    Tfb Advisors, Inc.$17.5K
    INVESTMENT ADVISOR · Direct $17.5K
  3. 3
    Paychex, Inc.$5.1K
    RECORDKEEPER · Direct $5.1K

What to inspect next

Frequently asked questions

Who sponsors the Kompass Kapital Management LLC 401(K) Profit Sharing Plan & Trust?
Kompass Kapital Management LLC 401(K) Profit Sharing Plan & Trust is reported as sponsored by Kompass Kapital Management LLC (EIN 46-5627934, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Kompass Kapital Management LLC 401(K) Profit Sharing Plan & Trust?
The latest Form 5500 filing year loaded for Kompass Kapital Management LLC 401(K) Profit Sharing Plan & Trust is 2023.
How many participants does Kompass Kapital Management LLC 401(K) Profit Sharing Plan & Trust report?
Kompass Kapital Management LLC 401(K) Profit Sharing Plan & Trust reports 422 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Kompass Kapital Management LLC 401(K) Profit Sharing Plan & Trust?
Kompass Kapital Management LLC 401(K) Profit Sharing Plan & Trust reports $11,957,055 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages