Compass Family Services 403(B) Plan — Form 5500 plan (Compass Family Services)
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 Family Services 403(B) Plan is a benefit plan reported by Compass Family Services under EIN 94-1156622 and plan number 002. The latest loaded filing year is 2023. The filing reports 231 participants and $3,876,906 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Compass Family Services
- EIN
- 94-1156622
- Plan number
- 002
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 231
- End-of-year plan assets
- $3,876,906
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 231 | H, C | 20241202172110NAL0002562384001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,876,906
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,876,906
- Net assets (BOY)
- $2,833,271
Income & contributions
- Participant contributions
- $646,711
- Total contributions
- $736,967
- Total income / additions
- $1,262,140
Expenses & distributions
- Benefits paid
- $191,335
- Administrative expenses
- $27,170
- Total expenses
- $218,505
- Net increase / (decrease)
- $1,043,635
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group, Inc. | RECORD KEEPER | $21,562 | $0 | 2023 |
| Portico Wealth Advisors | ADVISOR | $5,608 | not reported in the loaded dataset | 2023 |