The Consumer Compass, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, The Consumer Compass, Inc. (EIN 20-8856180) is a plan sponsor located in Corona Del Mar, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
20-8856180
Location
Corona Del Mar, CA
Loaded plans
1
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$813.1KSummed across loaded plans$813,144
Total reported assets$813.1K$813,144
Total reported participants1
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$813.1K total assets
Net assets$813.1KLiabilities
Contributions & income
Total income / additions$116.5K
Expenses & distributions
Benefits paid / distributions$25.5K
Total expenses$34K
Net increase / (decrease)$82.5K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%The Consumer Compass Inc 401k
Participants per plan1Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 1 participants · 2023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Consumer Compass, Inc.
YearPlanParticipantsSchedulesFiling
2023The Consumer Compass Inc 401k1I20241010131506NAL0011493747003

Related Form 5500 pages