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COMPASS ROSE EVENTS, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN 401k Plan overview

Plan NameCOMPASS ROSE EVENTS, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN
Plan identification number 002

COMPASS ROSE EVENTS, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • The employer maintaining this ESOP is an S Corporation
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

COMPASS ROSE EVENTS, INC. has sponsored the creation of one or more 401k plans.

Company Name:COMPASS ROSE EVENTS, INC.
Employer identification number (EIN):263845792
NAIC Classification:722300
NAIC Description: Special Food Services

Additional information about COMPASS ROSE EVENTS, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2014-06-30
Company Identification Number: 0802018712
Legal Registered Office Address: 5900 BALCONES DR STE 100

AUSTIN
United States of America (USA)
78731

More information about COMPASS ROSE EVENTS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMPASS ROSE EVENTS, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022024-01-01NEAL JONES
0022023-01-01NEAL JONES2024-08-19
0022022-01-01NEAL JONES2023-09-07
0022021-01-01NEAL JONES2022-10-06
0022020-01-01NEAL JONES2021-10-12
0022019-01-01NEAL JONES2020-10-13
0022018-01-01
0022017-06-01NEAL JONES

Financial Data on COMPASS ROSE EVENTS, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN

Measure Date Value
2023 : COMPASS ROSE EVENTS, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN 2023 401k financial data
Total plan liabilities at end of year2023-12-31$9,018
Total plan liabilities at beginning of year2023-12-31$9,149
Total income from all sources2023-12-31$475,173
Expenses. Total of all expenses incurred2023-12-31$37,459
Benefits paid (including direct rollovers)2023-12-31$36,408
Total plan assets at end of year2023-12-31$3,109,311
Total plan assets at beginning of year2023-12-31$2,671,728
Value of fidelity bond covering the plan2023-12-31$267,000
Total contributions received or receivable from participants2023-12-31$122,692
Expenses. Other expenses not covered elsewhere2023-12-31$1,051
Contributions received from other sources (not participants or employers)2023-12-31$1,991
Other income received2023-12-31$293,479
Net income (gross income less expenses)2023-12-31$437,714
Net plan assets at end of year (total assets less liabilities)2023-12-31$3,100,293
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$2,662,579
Assets. Value of employer securities2023-12-31$464,882
Total contributions received or receivable from employer(s)2023-12-31$57,011
2022 : COMPASS ROSE EVENTS, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$9,149
Total plan liabilities at beginning of year2022-12-31$9,279
Total income from all sources2022-12-31$46,164
Expenses. Total of all expenses incurred2022-12-31$40,247
Benefits paid (including direct rollovers)2022-12-31$39,302
Total plan assets at end of year2022-12-31$2,671,728
Total plan assets at beginning of year2022-12-31$2,665,941
Value of fidelity bond covering the plan2022-12-31$266,000
Total contributions received or receivable from participants2022-12-31$89,565
Expenses. Other expenses not covered elsewhere2022-12-31$374
Other income received2022-12-31$-43,905
Net income (gross income less expenses)2022-12-31$5,917
Net plan assets at end of year (total assets less liabilities)2022-12-31$2,662,579
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,656,662
Assets. Value of employer securities2022-12-31$489,000
Total contributions received or receivable from employer(s)2022-12-31$504
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$571
2021 : COMPASS ROSE EVENTS, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$9,279
Total plan liabilities at beginning of year2021-12-31$9,400
Total income from all sources2021-12-31$451,868
Expenses. Total of all expenses incurred2021-12-31$105,211
Benefits paid (including direct rollovers)2021-12-31$104,385
Total plan assets at end of year2021-12-31$2,665,941
Total plan assets at beginning of year2021-12-31$2,319,405
Value of fidelity bond covering the plan2021-12-31$100,000
Total contributions received or receivable from participants2021-12-31$42,539
Expenses. Other expenses not covered elsewhere2021-12-31$376
Other income received2021-12-31$408,832
Net income (gross income less expenses)2021-12-31$346,657
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,656,662
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,310,005
Assets. Value of employer securities2021-12-31$42,000
Total contributions received or receivable from employer(s)2021-12-31$497
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$450
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : COMPASS ROSE EVENTS, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$2,335,131
Total plan liabilities at end of year2020-12-31$9,400
Total plan liabilities at beginning of year2020-12-31$9,517
Total income from all sources2020-12-31$302,135
Expenses. Total of all expenses incurred2020-12-31$362,128
Benefits paid (including direct rollovers)2020-12-31$360,972
Total plan assets at end of year2020-12-31$2,319,405
Total plan assets at beginning of year2020-12-31$44,384
Value of fidelity bond covering the plan2020-12-31$100,000
Total contributions received or receivable from participants2020-12-31$5,876
Expenses. Other expenses not covered elsewhere2020-12-31$381
Other income received2020-12-31$295,762
Net income (gross income less expenses)2020-12-31$-59,993
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,310,005
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$34,867
Assets. Value of employer securities2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$497
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$775
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : COMPASS ROSE EVENTS, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$9,517
Total plan liabilities at beginning of year2019-12-31$9,629
Total income from all sources2019-12-31$-62,139
Expenses. Total of all expenses incurred2019-12-31$385
Total plan assets at end of year2019-12-31$44,384
Total plan assets at beginning of year2019-12-31$107,020
Value of fidelity bond covering the plan2019-12-31$100,000
Expenses. Other expenses not covered elsewhere2019-12-31$385
Other income received2019-12-31$-62,636
Net income (gross income less expenses)2019-12-31$-62,524
Net plan assets at end of year (total assets less liabilities)2019-12-31$34,867
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$97,391
Assets. Value of employer securities2019-12-31$44,365
Total contributions received or receivable from employer(s)2019-12-31$497
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : COMPASS ROSE EVENTS, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$9,629
Total plan liabilities at beginning of year2018-12-31$9,736
Total income from all sources2018-12-31$22,517
Expenses. Total of all expenses incurred2018-12-31$390
Total plan assets at end of year2018-12-31$107,020
Total plan assets at beginning of year2018-12-31$85,000
Value of fidelity bond covering the plan2018-12-31$100,000
Expenses. Other expenses not covered elsewhere2018-12-31$390
Other income received2018-12-31$22,000
Net income (gross income less expenses)2018-12-31$22,127
Net plan assets at end of year (total assets less liabilities)2018-12-31$97,391
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$75,264
Assets. Value of employer securities2018-12-31$107,000
Total contributions received or receivable from employer(s)2018-12-31$517
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : COMPASS ROSE EVENTS, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$9,736
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$75,497
Expenses. Total of all expenses incurred2017-12-31$233
Total plan assets at end of year2017-12-31$85,000
Total plan assets at beginning of year2017-12-31$0
Value of fidelity bond covering the plan2017-12-31$100,000
Expenses. Other expenses not covered elsewhere2017-12-31$233
Other income received2017-12-31$75,000
Net income (gross income less expenses)2017-12-31$75,264
Net plan assets at end of year (total assets less liabilities)2017-12-31$75,264
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$0
Assets. Value of employer securities2017-12-31$85,000
Total contributions received or receivable from employer(s)2017-12-31$497
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0

Form 5500 Responses for COMPASS ROSE EVENTS, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN

2023: COMPASS ROSE EVENTS, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: COMPASS ROSE EVENTS, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: COMPASS ROSE EVENTS, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: COMPASS ROSE EVENTS, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: COMPASS ROSE EVENTS, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: COMPASS ROSE EVENTS, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: COMPASS ROSE EVENTS, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN 2017 form 5500 responses
2017-06-01Type of plan entitySingle employer plan
2017-06-01First time form 5500 has been submittedYes
2017-06-01Submission has been amendedNo
2017-06-01This submission is the final filingNo
2017-06-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-06-01Plan is a collectively bargained planNo
2017-06-01Plan funding arrangement – TrustYes
2017-06-01Plan benefit arrangement - TrustYes

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