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TAX DEFERRED ANNUITY PLAN OF COMPASS, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF COMPASS, INC.
Plan identification number 002

TAX DEFERRED ANNUITY PLAN OF COMPASS, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • 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.

401k Sponsoring company profile

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

Company Name:COMPASS INC
Employer identification number (EIN):522112412
NAIC Classification:621610
NAIC Description:Home Health Care Services

Additional information about COMPASS INC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2401574

More information about COMPASS INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF COMPASS, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01JOAN WHITNEY2024-10-11
0022022-01-01JOAN WHITNEY2023-10-13
0022021-01-01JOAN WHITNEY2022-09-28
0022020-01-01JOAN WHITNEY2021-10-13

Financial Data on TAX DEFERRED ANNUITY PLAN OF COMPASS, INC.

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF COMPASS, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-260
Total liabilities as of the end of the plan year2025-09-260
Total liabilities as of the beginning of the plan year2025-09-260
Total expenses incurred by plan in this plan year2025-09-260
Net assets as of the end of the plan year2025-09-26914290
Total assets as of the beginning of the plan year2025-09-26778159
Value of plan covered by a fidelity bond2025-09-26500000
Participant contributions to plan in this plan year2025-09-2630160
Other expenses paid from plan in this plan year2025-09-260
Other contributions to plan in this plan year2025-09-260
Other income to plan in this plan year2025-09-26105971
Plan net income in this plan year2025-09-26136131
Net assets as of the end of the plan year2025-09-26914290
Net assets as of the beginning of the plan year2025-09-26778159
Employer contributions to plan in this plan year2025-09-260
Fees paid to broker by Benefit Provider2025-09-2678
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-260
2024 : TAX DEFERRED ANNUITY PLAN OF COMPASS, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-110
Total liabilities as of the end of the plan year2024-10-110
Total liabilities as of the beginning of the plan year2024-10-110
Total expenses incurred by plan in this plan year2024-10-110
Net assets as of the end of the plan year2024-10-11778159
Total assets as of the beginning of the plan year2024-10-11637664
Value of plan covered by a fidelity bond2024-10-11500000
Participant contributions to plan in this plan year2024-10-1128000
Other expenses paid from plan in this plan year2024-10-110
Other contributions to plan in this plan year2024-10-110
Other income to plan in this plan year2024-10-11112495
Plan net income in this plan year2024-10-11140495
Net assets as of the end of the plan year2024-10-11778159
Net assets as of the beginning of the plan year2024-10-11637664
Employer contributions to plan in this plan year2024-10-110
Fees paid to broker by Benefit Provider2024-10-1170
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-110
2022 : TAX DEFERRED ANNUITY PLAN OF COMPASS, INC. 2022 401k financial data
Total transfers to/from plan in this plan year2022-09-280
Total liabilities as of the end of the plan year2022-09-280
Total liabilities as of the beginning of the plan year2022-09-280
Total expenses incurred by plan in this plan year2022-09-280
Net assets as of the end of the plan year2022-09-28763261
Total assets as of the beginning of the plan year2022-09-28649861
Value of plan covered by a fidelity bond2022-09-28350000
Participant contributions to plan in this plan year2022-09-2822026
Other expenses paid from plan in this plan year2022-09-280
Other contributions to plan in this plan year2022-09-280
Other income to plan in this plan year2022-09-2891374
Plan net income in this plan year2022-09-28113400
Net assets as of the end of the plan year2022-09-28763261
Net assets as of the beginning of the plan year2022-09-28649861
Employer contributions to plan in this plan year2022-09-280

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