Compass Tax Deferred Annuity Plan — Form 5500 plan (Community Providers Of Adolescent Services, Inc. D/B/A Compass)
Plain-English plan 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, Compass Tax Deferred Annuity Plan is a benefit plan reported by Community Providers Of Adolescent Services, Inc. D/B/A Compass under EIN 04-2539383 and plan number 001. The latest loaded filing year is 2023. The filing reports 245 participants and $6,452,210 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Community Providers Of Adolescent Services, Inc. D/B/A Compass
- EIN
- 04-2539383
- Plan number
- 001
- Plan type
- 2
- Location
- Dorchester, MA
- Latest filing year
- 2023
- Participants
- 245
- End-of-year plan assets
- $6,452,210
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 245 | H | 20240927152401NAL0001153283001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,452,210
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,452,210
- Net assets (BOY)
- $5,266,288
Income & contributions
- Employer contributions
- $210,210
- Participant contributions
- $433,800
- Total contributions
- $644,396
- Total income / additions
- $1,602,825
Expenses & distributions
- Benefits paid
- $361,014
- Administrative expenses
- $47,812
- Total expenses
- $416,903
- Net increase / (decrease)
- $1,185,922
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.