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COMPASS ROSE AND SONS, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCOMPASS ROSE AND SONS, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

COMPASS ROSE AND SONS, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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.
  • 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.

401k Sponsoring company profile

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

Company Name:COMPASS ROSE AND SONS, INC.
Employer identification number (EIN):813476170
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about COMPASS ROSE AND SONS, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 2016-07-18
Company Identification Number: 4978582
Legal Registered Office Address: 80 MAIDEN LANE ROOM 701
New York
NEW YORK
United States of America (USA)
10038

More information about COMPASS ROSE AND SONS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMPASS ROSE AND SONS, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01

Financial Data on COMPASS ROSE AND SONS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : COMPASS ROSE AND SONS, INC. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-04-040
Net assets as of the end of the plan year2025-04-04545207
Total assets as of the beginning of the plan year2025-04-04531796
Value of plan covered by a fidelity bond2025-04-0435000
Participant contributions to plan in this plan year2025-04-045110
Value of participant loans at end of plan year2025-04-043378
Other income to plan in this plan year2025-04-048301
Plan net income in this plan year2025-04-0413411
Net assets as of the end of the plan year2025-04-04545207
Net assets as of the beginning of the plan year2025-04-04531796
2024 : COMPASS ROSE AND SONS, INC. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-100
Net assets as of the end of the plan year2024-05-10531796
Total assets as of the beginning of the plan year2024-05-10519102
Value of plan covered by a fidelity bond2024-05-1035000
Participant contributions to plan in this plan year2024-05-105110
Value of participant loans at end of plan year2024-05-105436
Other income to plan in this plan year2024-05-107584
Plan net income in this plan year2024-05-1012694
Net assets as of the end of the plan year2024-05-10531796
Net assets as of the beginning of the plan year2024-05-10519102
2022 : COMPASS ROSE AND SONS, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-110
Net assets as of the end of the plan year2022-05-11511835
Total assets as of the beginning of the plan year2022-05-11496251
Value of plan covered by a fidelity bond2022-05-1135000
Participant contributions to plan in this plan year2022-05-115208
Value of participant loans at end of plan year2022-05-1114010
Other contributions to plan in this plan year2022-05-11100
Other income to plan in this plan year2022-05-11276
Plan net income in this plan year2022-05-1115584
Net assets as of the end of the plan year2022-05-11511835
Net assets as of the beginning of the plan year2022-05-11496251
Employer contributions to plan in this plan year2022-05-1110000

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