2023 Form 5500 filing — Compass Health Center, 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 20241008125021NAL0033704002001) for Compass Health Center, LLC 401(K) Plan, reported by Compass Health Center, LLC under EIN 27-4967637 and plan number 001. It reports 658 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)$17.4MReported net assets$17,392,494

Participants658

Provider compensation$26.1K2 Schedule C row(s)$26,149

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241008125021NAL0033704002001
Plan sponsor: Compass Health Center, LLC
EIN: 27-4967637
Plan number: 001
Location: Northbrook, IL
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

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)$17.4M total assets

Net assets$17.4MLiabilities$0

Money in vs. money out

Total income / additions$6.9M

Total expenses$914.8K

Benefits paid / distributions$897.3K

Contributions

Employer$1.3M

Participant$2.6M

Full reported line items

Total assets (EOY): $17,392,494
Total liabilities (EOY): $0
Net assets (EOY): $17,392,494
Employer contributions: $1,328,038
Participant contributions: $2,628,405
Total income / additions: $6,912,026
Benefits paid: $897,284
Administrative expenses: $17,534
Total expenses: $914,818
Net increase / (decrease): $5,997,208

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Voya Retirement Ins. & Annuity Co$14.3K
INVESTMENT ADVISORY (PLA · Direct $0 · Indirect $14.3K
2
Usi Consulting Group Inc$11.9K
THIRD PARTY ADMINISTRATO · Direct $0 · Indirect $11.9K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008125021NAL0033704002001 cover?: It is the 2023 Form 5500 filing for Compass Health Center, LLC 401(K) Plan, reported by Compass Health Center, LLC (EIN 27-4967637).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).