Compass Community Health 401(K) Profit Sharing & Trust — Form 5500 plan (Compass Community Health)
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 Community Health 401(K) Profit Sharing & Trust is a benefit plan reported by Compass Community Health under EIN 45-5385046 and plan number 001. The latest loaded filing year is 2023. The filing reports 147 participants and $2,549,385 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Compass Community Health
- EIN
- 45-5385046
- Plan number
- 001
- Plan type
- 2
- Location
- Portsmouth, OH
- Latest filing year
- 2023
- Participants
- 147
- End-of-year plan assets
- $2,549,385
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 147 | H, C | 20241031104124NAL0001658913001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,549,385
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,549,385
- Net assets (BOY)
- $1,951,702
Income & contributions
- Employer contributions
- $78,327
- Participant contributions
- $247,390
- Total contributions
- $331,421
- Total income / additions
- $716,992
Expenses & distributions
- Benefits paid
- $99,041
- Administrative expenses
- $16,596
- Total expenses
- $117,172
- Net increase / (decrease)
- $599,820
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $9,262 | $0 | 2023 |
| Edward Jones | INVESTMENT/FINANCIAL ADVI | $7,334 | $0 | 2023 |