In Compass Health 401(K) Plan — Form 5500 plan (In Compass Health, Inc)
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, In Compass Health 401(K) Plan is a benefit plan reported by In Compass Health, Inc under EIN 58-2569897 and plan number 001. The latest loaded filing year is 2023. The filing reports 336 participants and $24,637,456 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- In Compass Health, Inc
- EIN
- 58-2569897
- Plan number
- 001
- Plan type
- 2
- Location
- Alpharetta, GA
- Latest filing year
- 2023
- Participants
- 336
- End-of-year plan assets
- $24,637,456
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 336 | H, C | 20240919081633NAL0003364323001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,637,456
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,637,456
- Net assets (BOY)
- $20,447,929
Income & contributions
- Employer contributions
- $1,500,000
- Participant contributions
- $2,071,215
- Total contributions
- $3,601,866
- Total income / additions
- $6,415,251
Expenses & distributions
- Benefits paid
- $2,119,994
- Administrative expenses
- $105,730
- Total expenses
- $2,225,724
- Net increase / (decrease)
- $4,189,527
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rockerfeller Captial Management Ins | INVESTMENT ADVISORY | $25,000 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $24,129 | $0 | 2023 |
| Bates Carter | AUDITOR | $9,200 | not reported in the loaded dataset | 2023 |
| Futureplan By Ascensus | RECORDKEEPER | $8,055 | $0 | 2023 |
| Erisa Services Of Georgia, LLC | RECORDKEEPER | $3,575 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for In Compass Health, Inc
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Alpharetta, GA
- Rockerfeller Captial Management Ins — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Bates Carter — Schedule C compensation
- Futureplan By Ascensus — Schedule C compensation
- Erisa Services Of Georgia, LLC — Schedule C compensation