Plan5500

Compassus 401(K) Plan — Form 5500 plan (Fc Compassus, 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, Compassus 401(K) Plan is a benefit plan reported by Fc Compassus, LLC under EIN 47-2468370 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,213 participants and $141,070,441 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fc Compassus, LLC
EIN
47-2468370
Plan number
001
Plan type
3
Location
Brentwood, TN
Latest filing year
2023
Participants
6,213
End-of-year plan assets
$141,070,441

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236,213H, C20241014155923NAL0027795777001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$141,070,441
Total liabilities (EOY)
$93,814
Net assets (EOY)
$140,976,627
Net assets (BOY)
$114,276,851

Income & contributions

Employer contributions
$3,187,047
Participant contributions
$15,621,271
Total contributions
$21,009,177
Total income / additions
$40,945,232

Expenses & distributions

Benefits paid
$13,787,519
Administrative expenses
$457,937
Total expenses
$14,245,456
Net increase / (decrease)
$26,699,776

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
James T MurfeeBROKER DEALER$0$59,9832023
Murfee Meadows, Inc.SERVICE PROVIDER$0$24,5262023
Morningstar Investment ManagementSERVICE PROVIDER$16,214$02023
Voya Retirement Advisors, LLCSERVICE PROVIDER$12,497$02023

Related Form 5500 pages