| Plan Name | COMPASS TAX 401(K) P/S PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | COMPASS TAX |
| Employer identification number (EIN): | 275525372 |
| NAIC Classification: | 541219 |
| NAIC Description: | Other Accounting Services |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2021-01-01 | DEREK SHANAMAN | 2022-06-13 | ||
| 001 | 2020-01-01 | DEREK SHANAMAN | 2021-07-14 | ||
| 001 | 2019-01-01 | DEREK SHANAMAN | 2020-07-14 | ||
| 001 | 2018-01-01 | DEREK SHANAMAN | 2019-05-30 |
| Measure | Date | Value |
|---|---|---|
| 2022 : COMPASS TAX 401(K) P/S PLAN 2022 401k financial data | ||
| Total liabilities as of the end of the plan year | 2022-06-13 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-06-13 | 0 |
| Total expenses incurred by plan in this plan year | 2022-06-13 | 273594 |
| Net assets as of the end of the plan year | 2022-06-13 | 0 |
| Total assets as of the beginning of the plan year | 2022-06-13 | 238872 |
| Value of plan covered by a fidelity bond | 2022-06-13 | 20000 |
| Participant contributions to plan in this plan year | 2022-06-13 | 700 |
| Other expenses paid from plan in this plan year | 2022-06-13 | 0 |
| Other contributions to plan in this plan year | 2022-06-13 | 0 |
| Other income to plan in this plan year | 2022-06-13 | 33542 |
| Plan net income in this plan year | 2022-06-13 | -238872 |
| Net assets as of the end of the plan year | 2022-06-13 | 0 |
| Net assets as of the beginning of the plan year | 2022-06-13 | 238872 |
| Employer contributions to plan in this plan year | 2022-06-13 | 480 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-13 | 1755 |