Compass Healthcare Plc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Compass Healthcare Plc)
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 Healthcare Plc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Compass Healthcare Plc under EIN 45-0817179 and plan number 001. The latest loaded filing year is 2023. The filing reports 463 participants and $26,721,237 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Compass Healthcare Plc
- EIN
- 45-0817179
- Plan number
- 001
- Plan type
- 2
- Location
- East Lansing, MI
- Latest filing year
- 2023
- Participants
- 463
- End-of-year plan assets
- $26,721,237
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 463 | H, C | 20240927081222NAL0001788289001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,721,237
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,721,237
- Net assets (BOY)
- $23,776,014
Income & contributions
- Employer contributions
- $909,949
- Participant contributions
- $1,427,694
- Total contributions
- $2,338,393
- Total income / additions
- $6,166,253
Expenses & distributions
- Benefits paid
- $3,159,579
- Administrative expenses
- $61,451
- Total expenses
- $3,221,030
- Net increase / (decrease)
- $2,945,223
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Paychex, Inc. | RECORDKEEPER | $25,021 | not reported in the loaded dataset | 2023 |
| Capital Asset Advisory Services LLC | ADVISOR | $25,000 | not reported in the loaded dataset | 2023 |
| Erisa Fiduciary Services, Inc. | CONTRACT ADMINISTRATOR | $9,125 | not reported in the loaded dataset | 2023 |