Compass Coffee 401(K) Plan — Form 5500 plan (Compass Coffee 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 Coffee 401(K) Plan is a benefit plan reported by Compass Coffee LLC under EIN 46-4197120 and plan number 001. The latest loaded filing year is 2023. The filing reports 153 participants and $227,008 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$227KPlan net assets, end of year$227,008
Participants153Covered participants reported
Assets / participant$1.5KComputed: assets ÷ participants$1,484 (computed)
Provider compensationNone reported
Plan sponsor
Compass Coffee LLC
EIN
46-4197120
Plan number
001
Plan type
2
Location
Washington, DC
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    153 participants · 2Sch H
    View filing →
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)$227K total assets
Net assets$227KLiabilities$0
Money in vs. money out
Total income / additions$101K
Total expenses$65.5K
Benefits paid / distributions$63.6K
Contributions
Employer$0
Participant$68.5K
Full reported line items

Net assets

Total assets (EOY)
$227,008
Total liabilities (EOY)
$0
Net assets (EOY)
$227,008
Net assets (BOY)
$191,483

Income & contributions

Employer contributions
$0
Participant contributions
$68,482
Total contributions
$68,483
Total income / additions
$101,028

Expenses & distributions

Benefits paid
$63,609
Administrative expenses
$1,894
Total expenses
$65,503
Net increase / (decrease)
$35,525
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.

Contribution share (employer vs. participant)
Employer 0%Participant 100%
Total expenses ÷ net assets29%Computed ratio
Benefits paid ÷ total income63%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

What to inspect next

Frequently asked questions

Who sponsors the Compass Coffee 401(K) Plan?
Compass Coffee 401(K) Plan is reported as sponsored by Compass Coffee LLC (EIN 46-4197120, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Compass Coffee 401(K) Plan?
The latest Form 5500 filing year loaded for Compass Coffee 401(K) Plan is 2023.
How many participants does Compass Coffee 401(K) Plan report?
Compass Coffee 401(K) Plan reports 153 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Compass Coffee 401(K) Plan?
Compass Coffee 401(K) Plan reports $227,008 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages