2023 Form 5500 filing — Compass Youth Services, LLC 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240924104110NAL0012666945001) for Compass Youth Services, LLC 401(K) Plan, reported by Compass Youth Services, LLC under EIN 20-0125300 and plan number 001. It reports 324 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$7.1MReported net assets$7,051,242
Participants324
Provider compensation$84.8K4 Schedule C row(s)$84,777
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240924104110NAL0012666945001
- Plan sponsor
- Compass Youth Services, LLC
- EIN
- 20-0125300
- Plan number
- 001
- Location
- Norfolk, VA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$7.1M total assets
Net assets$7.1MLiabilities$196
Full reported line items
- Total assets (EOY)
- $7,051,438
- Total liabilities (EOY)
- $196
- Net assets (EOY)
- $7,051,242
- Employer contributions
- $319,477
- Participant contributions
- $638,727
- Total income / additions
- $1,997,833
- Benefits paid
- $180,846
- Administrative expenses
- $88,404
- Total expenses
- $269,250
- Net increase / (decrease)
- $1,728,583
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insur Co Of Amer | RECORDKEEPER | $40,061 | $0 |
| Cambridge Investment Group | INVESTMENT ADVISOR | $29,560 | not reported in the loaded dataset |
| Old Point Financial Corpo | CONTRACT ADMIN | $12,200 | not reported in the loaded dataset |
| Leafhouse Financial Advisors, LLC | OTHER | $2,956 | not reported in the loaded dataset |