Compass Mortgage, Inc. 401(K) Plan — Form 5500 plan (Compass Mortgage, Inc.)
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 Mortgage, Inc. 401(K) Plan is a benefit plan reported by Compass Mortgage, Inc. under EIN 36-4322204 and plan number 001. The latest loaded filing year is 2023. The filing reports 308 participants and $15,274,431 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Compass Mortgage, Inc.
- EIN
- 36-4322204
- Plan number
- 001
- Plan type
- 2
- Location
- Warrenville, IL
- Latest filing year
- 2023
- Participants
- 308
- End-of-year plan assets
- $15,274,431
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 308 | H, C | 20240909093910NAL0010119986001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,274,431
- Net assets (EOY)
- $15,274,431
- Net assets (BOY)
- $14,528,295
Income & contributions
- Employer contributions
- $115,487
- Participant contributions
- $1,033,315
- Total contributions
- $1,188,440
- Total income / additions
- $3,602,738
Expenses & distributions
- Benefits paid
- $2,753,475
- Administrative expenses
- $103,127
- Total expenses
- $2,856,602
- Net increase / (decrease)
- $746,136
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $61,089 | not reported in the loaded dataset | 2023 |
| Ameriprise Financial Services LLC | BROKER/ADVISE R | $0 | $27,974 | 2023 |
| Brown Wealth Management LLC | INVESTOR ADVISIOR | $21,499 | not reported in the loaded dataset | 2023 |
| Blue Chip Retirement Plans, Inc. | CONTRACT ADMIN | $8,588 | $9,999 | 2023 |
| Flexpath Strategies | INVESTMENT ADVISOR | $7,314 | $0 | 2023 |
| Scott Brown | OTHER | $84 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Compass Mortgage, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Warrenville, IL
- Empower Annuity Insurance Company — Schedule C compensation
- Ameriprise Financial Services LLC — Schedule C compensation
- Brown Wealth Management LLC — Schedule C compensation
- Blue Chip Retirement Plans, Inc. — Schedule C compensation
- Flexpath Strategies — Schedule C compensation
- Scott Brown — Schedule C compensation