2023 Form 5500 filing — Compsych Management Corporation Retirement 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 20241121115929NAL0000336803001) for Compsych Management Corporation Retirement Plan, reported by Compsych Management Corporation under EIN 36-3272141 and plan number 001. It reports 1,614 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241121115929NAL0000336803001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Compsych Management Corporation
- EIN
- 36-3272141
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 1,614
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,493,713
- Net assets (EOY)
- $43,493,713
- Employer contributions
- $553,687
- Participant contributions
- $3,284,766
- Total income / additions
- $11,373,398
- Benefits paid
- $1,429,848
- Administrative expenses
- $93,636
- Total expenses
- $1,655,210
- Net increase / (decrease)
- $9,718,188
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $57,889 | not reported in the loaded dataset |
| Oppenheimer & Co. Inc. | NONE | $35,748 | not reported in the loaded dataset |