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| Plan Name | COMPASS POINTE CPAS LLP CBIN BENEFIT PLAN |
| Plan identification number | 501 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
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| Company Name: | SHERMAN & ARMBRUSTER, LLP |
| Employer identification number (EIN): | 371450744 |
| 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 |
|---|---|---|---|---|---|
| 501 | 2022-10-01 | JENNIFER ELKIN | 2024-04-30 | ||
| 501 | 2021-10-01 | JENNIFER ELKIN | 2023-04-27 | ||
| 501 | 2020-10-01 | JENNIFER ELKIN | 2022-04-28 | ||
| 501 | 2020-01-01 | JENNIFER ELKIN | 2021-04-29 |
| Measure | Date | Value |
|---|---|---|
| 2025: COMPASS POINTE CPAS LLP CBIN BENEFIT PLAN 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-04-28 | 7 |
| Total number of particpants at end of year | 2025-04-28 | 7 |
| Measure | Date | Value |
|---|---|---|
| 2025 : COMPASS POINTE CPAS LLP CBIN BENEFIT PLAN 2025 401k financial data | ||
| Total liabilities as of the end of the plan year | 2025-04-28 | 11129 |
| Total liabilities as of the beginning of the plan year | 2025-04-28 | 10474 |
| Total expenses incurred by plan in this plan year | 2025-04-28 | 74834 |
| Net assets as of the end of the plan year | 2025-04-28 | 16437 |
| Total assets as of the beginning of the plan year | 2025-04-28 | 14045 |
| Value of plan covered by a fidelity bond | 2025-04-28 | 500000 |
| Participant contributions to plan in this plan year | 2025-04-28 | 22680 |
| Other contributions to plan in this plan year | 2025-04-28 | 0 |
| Other income to plan in this plan year | 2025-04-28 | 972 |
| Plan net income in this plan year | 2025-04-28 | 1737 |
| Net assets as of the end of the plan year | 2025-04-28 | 5308 |
| Net assets as of the beginning of the plan year | 2025-04-28 | 3571 |
| Employer contributions to plan in this plan year | 2025-04-28 | 52919 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-28 | 5161 |
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