2023 Form 5500 filing — Compass Tax Deferred Annuity 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 20240927152401NAL0001153283001) for Compass Tax Deferred Annuity Plan, reported by Community Providers Of Adolescent Services, Inc. D/B/A Compass under EIN 04-2539383 and plan number 001. It reports 245 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20240927152401NAL0001153283001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Community Providers Of Adolescent Services, Inc. D/B/A Compass
- EIN
- 04-2539383
- Plan number
- 001
- Location
- Dorchester, MA
- Participants
- 245
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,452,210
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,452,210
- Employer contributions
- $210,210
- Participant contributions
- $433,800
- Total income / additions
- $1,602,825
- Benefits paid
- $361,014
- Administrative expenses
- $47,812
- Total expenses
- $416,903
- Net increase / (decrease)
- $1,185,922
- Schedule source
- Schedule H