Compass Retirement 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 Retirement Plan is a benefit plan reported by Community Providers Of Adolescent Services, Inc. D/B/A Compass under EIN 04-2539383 and plan number 002. The latest loaded filing year is 2023. The filing reports 178 participants and $2,777,021 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.8MPlan net assets, end of year$2,777,021
Participants178Covered participants reported
Assets / participant$15.6KComputed: assets ÷ participants$15,601 (computed)
Provider compensationNone reported
Plan sponsor
Community Providers Of Adolescent Services, Inc. D/B/A Compass
EIN
04-2539383
Plan number
002
Plan type
2
Location
Dorchester, MA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023178H20250317151107NAL0003173344001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$2.8M total assets
Net assets$2.8MLiabilities$0
Money in vs. money out
Total income / additions$573.5K
Total expenses$39.1K
Benefits paid / distributions$19.9K
Contributions
Employer$250K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$2,777,021
Total liabilities (EOY)
$0
Net assets (EOY)
$2,777,021
Net assets (BOY)
$2,242,554

Income & contributions

Employer contributions
$250,000
Total contributions
$250,000
Total income / additions
$573,526

Expenses & distributions

Benefits paid
$19,896
Administrative expenses
$19,163
Total expenses
$39,059
Net increase / (decrease)
$534,467
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets1%Computed ratio
Benefits paid ÷ total income3%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages