Plan5500

Compass Systems, Inc. 401(K) Plan — Form 5500 plan (Compass Systems, 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, Compass Systems, Inc. 401(K) Plan is a benefit plan reported by Compass Systems, Inc. under EIN 52-2210826 and plan number 001. The latest loaded filing year is 2023. The filing reports 151 participants and $8,776,636 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Compass Systems, Inc.
EIN
52-2210826
Plan number
001
Plan type
2
Location
Lexington Park, MD
Latest filing year
2023
Participants
151
End-of-year plan assets
$8,776,636

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023151H, C20240715103311NAL0000668115001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,776,636
Total liabilities (EOY)
$0
Net assets (EOY)
$8,776,636
Net assets (BOY)
$9,325,658

Income & contributions

Employer contributions
$96,646
Participant contributions
$601,357
Total contributions
$854,071
Total income / additions
$2,081,544

Expenses & distributions

Benefits paid
$2,576,252
Administrative expenses
$54,314
Total expenses
$2,630,566
Net increase / (decrease)
-$549,022

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$54,314$02023
Principal Securities IncOTHER SERVICES$0$15,0512023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages