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COMPASS ROSE FINANCIAL PLANNING 401(K) & PROFIT SHARING PLAN 401k Plan overview

Plan NameCOMPASS ROSE FINANCIAL PLANNING 401(K) & PROFIT SHARING PLAN
Plan identification number 001

COMPASS ROSE FINANCIAL PLANNING 401(K) & PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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 FINANCIAL PLANNING has sponsored the creation of one or more 401k plans.

Company Name:COMPASS ROSE FINANCIAL PLANNING
Employer identification number (EIN):825131307
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMPASS ROSE FINANCIAL PLANNING 401(K) & PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ROBERT MACHADO2024-06-20
0012022-01-01ROBERT MACHADO2023-07-20 ROBERT MACHADO2023-07-20
0012021-01-01ROBERT MACHADO2022-10-03 ROBERT MACHADO2022-10-03
0012020-01-01ROBERT MACHADO2021-09-02 ROBERT MACHADO2021-09-02
0012019-01-01ROBERT MACHADO2020-08-24 ROBERT MACHADO2020-08-24
0012018-01-01ROBERT MACHADO2019-08-02 ROBERT MACHADO2019-08-02

Financial Data on COMPASS ROSE FINANCIAL PLANNING 401(K) & PROFIT SHARING PLAN

Measure Date Value
2025 : COMPASS ROSE FINANCIAL PLANNING 401(K) & PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-110
Total liabilities as of the end of the plan year2025-06-11100
Total liabilities as of the beginning of the plan year2025-06-110
Total expenses incurred by plan in this plan year2025-06-118208
Net assets as of the end of the plan year2025-06-11549791
Total assets as of the beginning of the plan year2025-06-11376057
Participant contributions to plan in this plan year2025-06-1159689
Other expenses paid from plan in this plan year2025-06-110
Other contributions to plan in this plan year2025-06-110
Other income to plan in this plan year2025-06-1166201
Plan net income in this plan year2025-06-11173634
Net assets as of the end of the plan year2025-06-11549691
Net assets as of the beginning of the plan year2025-06-11376057
Employer contributions to plan in this plan year2025-06-1155952
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-1125
Total transfers to/from plan in this plan year2025-06-100
Total liabilities as of the end of the plan year2025-06-10100
Total liabilities as of the beginning of the plan year2025-06-100
Total expenses incurred by plan in this plan year2025-06-108208
Net assets as of the end of the plan year2025-06-10549791
Total assets as of the beginning of the plan year2025-06-10376057
Participant contributions to plan in this plan year2025-06-1059689
Other expenses paid from plan in this plan year2025-06-100
Other contributions to plan in this plan year2025-06-100
Other income to plan in this plan year2025-06-1066201
Plan net income in this plan year2025-06-10173634
Net assets as of the end of the plan year2025-06-10549691
Net assets as of the beginning of the plan year2025-06-10376057
Employer contributions to plan in this plan year2025-06-1055952
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-1025
2024 : COMPASS ROSE FINANCIAL PLANNING 401(K) & PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-200
Total liabilities as of the end of the plan year2024-06-200
Total liabilities as of the beginning of the plan year2024-06-200
Total expenses incurred by plan in this plan year2024-06-205381
Net assets as of the end of the plan year2024-06-20376057
Total assets as of the beginning of the plan year2024-06-20232713
Participant contributions to plan in this plan year2024-06-2052013
Other expenses paid from plan in this plan year2024-06-200
Other contributions to plan in this plan year2024-06-200
Other income to plan in this plan year2024-06-2047598
Plan net income in this plan year2024-06-20143344
Net assets as of the end of the plan year2024-06-20376057
Net assets as of the beginning of the plan year2024-06-20232713
Employer contributions to plan in this plan year2024-06-2049114
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-2025

Potentially related plans

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