Full Compass Systems, Ltd. 401(K) Plan — Form 5500 plan (Full Compass Systems, Ltd.)

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, Full Compass Systems, Ltd. 401(K) Plan is a benefit plan reported by Full Compass Systems, Ltd. under EIN 39-1279698 and plan number 001. The latest loaded filing year is 2023. The filing reports 273 participants and $16,138,407 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Full Compass Systems, Ltd.
EIN
39-1279698
Plan number
001
Plan type
2
Location
Madison, WI
Latest filing year
2023
Participants
273
End-of-year plan assets
$16,138,407

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023273H, C20250731150817NAL0002671635001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,138,407
Total liabilities (EOY)
$0
Net assets (EOY)
$16,138,407
Net assets (BOY)
$12,322,760

Income & contributions

Employer contributions
$77,275
Participant contributions
$1,213,936
Total contributions
$1,303,116
Total income / additions
$4,589,378

Expenses & distributions

Benefits paid
$698,065
Administrative expenses
$75,666
Total expenses
$773,731
Net increase / (decrease)
$3,815,647

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Private Advisor Group LLCADVISOR$43,573not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$32,093$02023

Related Form 5500 pages