Compass Construction 401(K) Plan — Form 5500 plan (Compass Construction Management)
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 Construction 401(K) Plan is a benefit plan reported by Compass Construction Management under EIN 91-1914353 and plan number 001. The latest loaded filing year is 2023. The filing reports 173 participants and $8,197,699 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Compass Construction Management
- EIN
- 91-1914353
- Plan number
- 001
- Plan type
- 2
- Location
- Kirkland, WA
- Latest filing year
- 2023
- Participants
- 173
- End-of-year plan assets
- $8,197,699
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 173 | H, C | 20241001074608NAL0006749937001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,197,699
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,197,699
- Net assets (BOY)
- $6,172,208
Income & contributions
- Employer contributions
- $413,160
- Participant contributions
- $925,346
- Total contributions
- $1,338,506
- Total income / additions
- $2,557,261
Expenses & distributions
- Benefits paid
- $515,088
- Administrative expenses
- $16,682
- Total expenses
- $531,770
- Net increase / (decrease)
- $2,025,491
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sage Advisors, LLC | ADVISOR | $15,547 | not reported in the loaded dataset | 2023 |