Compass Youth Services, LLC 401(K) Plan — Form 5500 plan (Compass Youth Services, LLC)
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 Youth Services, LLC 401(K) Plan is a benefit plan reported by Compass Youth Services, LLC under EIN 20-0125300 and plan number 001. The latest loaded filing year is 2023. The filing reports 324 participants and $7,051,438 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$7.1MPlan net assets, end of year$7,051,242
Participants324Covered participants reported
Assets / participant$21.8KComputed: assets ÷ participants$21,764 (computed)
Provider compensation$84.8K4 Schedule C provider row(s)$84,777
- Plan sponsor
- Compass Youth Services, LLC
- EIN
- 20-0125300
- Plan number
- 001
- Plan type
- 2
- Location
- Norfolk, VA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 324 | H, C | 20240924104110NAL0012666945001 |
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)$7.1M total assets
Net assets$7.1MLiabilities$196
Full reported line items
Net assets
- Total assets (EOY)
- $7,051,438
- Total liabilities (EOY)
- $196
- Net assets (EOY)
- $7,051,242
- Net assets (BOY)
- $5,322,659
Income & contributions
- Employer contributions
- $319,477
- Participant contributions
- $638,727
- Total contributions
- $958,204
- Total income / additions
- $1,997,833
Expenses & distributions
- Benefits paid
- $180,846
- Administrative expenses
- $88,404
- Total expenses
- $269,250
- Net increase / (decrease)
- $1,728,583
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.
33%67%
Employer 33%Participant 67%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income9%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insur Co Of Amer | RECORDKEEPER | $40,061 | $0 | 2023 |
| Cambridge Investment Group | INVESTMENT ADVISOR | $29,560 | not reported in the loaded dataset | 2023 |
| Old Point Financial Corpo | CONTRACT ADMIN | $12,200 | not reported in the loaded dataset | 2023 |
| Leafhouse Financial Advisors, LLC | OTHER | $2,956 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Compass Youth Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Norfolk, VA
- Empower Annuity Insur Co Of Amer — Schedule C compensation
- Cambridge Investment Group — Schedule C compensation
- Old Point Financial Corpo — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation