Compass LLC 401k Plan & Trust — Form 5500 plan (Compass 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, Compass LLC 401k Plan & Trust is a benefit plan reported by Compass LLC under EIN 68-0390518 and plan number 001. The latest loaded filing year is 2023. The filing reports 376 participants and $4,508,967 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Compass LLC
- EIN
- 68-0390518
- Plan number
- 001
- Plan type
- 2
- Location
- Redding, CA
- Latest filing year
- 2023
- Participants
- 376
- End-of-year plan assets
- $4,508,967
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 376 | H, C | 20240925171952NAL0020313808001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,508,967
- Total liabilities (EOY)
- $5,907
- Net assets (EOY)
- $4,503,060
- Net assets (BOY)
- $3,333,140
Income & contributions
- Employer contributions
- $321,818
- Participant contributions
- $470,490
- Total contributions
- $792,308
- Total income / additions
- $1,397,351
Expenses & distributions
- Benefits paid
- $210,161
- Administrative expenses
- $17,516
- Total expenses
- $227,431
- Net increase / (decrease)
- $1,169,920
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Axa Equitable | N/A | $9,609 | $0 | 2023 |