401k Plan data: EMPLOYEE BENEFIT PLAN OF COMPASS FAMILY SERVICES plan

EMPLOYEE BENEFIT PLAN OF COMPASS FAMILY SERVICES 401k Plan overview

Plan Name	EMPLOYEE BENEFIT PLAN OF COMPASS FAMILY SERVICES
Plan identification number	001

EMPLOYEE BENEFIT PLAN OF COMPASS FAMILY SERVICES Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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.
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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
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 FAMILY SERVICES has sponsored the creation of one or more 401k plans.

Company Name: COMPASS FAMILY SERVICES

Employer identification number (EIN): 941156622

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Additional information about COMPASS FAMILY SERVICES

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C0076427

More information about COMPASS FAMILY SERVICES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF COMPASS FAMILY SERVICES

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 CARRIE HOOK
001 2017-01-01 CARRIE HOOK
001 2016-01-01 CARRIE HOOK CARRIE HOOK 2017-10-11
001 2015-01-01 CHARLES SLOCUMB CHARLES SLOCUMB 2016-07-22
001 2014-01-01 CHARLES SLOCUMB 2015-07-28 CHARLES SLOCUMB 2015-07-28
001 2013-01-01 WENDY EMERSON 2014-05-20 WENDY EMERSON 2014-05-20
001 2012-01-01 WENDY EMERSON 2013-08-14
001 2011-01-01 WENDY EMERSON 2012-06-27
001 2010-01-01 WENDY EMERSON 2011-07-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	CARRIE HOOK
001	2017-01-01	CARRIE HOOK
001	2016-01-01	CARRIE HOOK		CARRIE HOOK	2017-10-11
001	2015-01-01	CHARLES SLOCUMB		CHARLES SLOCUMB	2016-07-22
001	2014-01-01	CHARLES SLOCUMB	2015-07-28	CHARLES SLOCUMB	2015-07-28
001	2013-01-01	WENDY EMERSON	2014-05-20	WENDY EMERSON	2014-05-20
001	2012-01-01	WENDY EMERSON	2013-08-14
001	2011-01-01	WENDY EMERSON	2012-06-27
001	2010-01-01	WENDY EMERSON	2011-07-13

Plan Statistics for EMPLOYEE BENEFIT PLAN OF COMPASS FAMILY SERVICES

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF COMPASS FAMILY SERVICES

Measure Date Value
2022: EMPLOYEE BENEFIT PLAN OF COMPASS FAMILY SERVICES 2022 401k membership
Total participants, beginning-of-year 2022-01-01 190
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 91
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 56
Total of all active and inactive participants 2022-01-01 147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 147
Number of participants with account balances 2022-01-01 147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 21
2021: EMPLOYEE BENEFIT PLAN OF COMPASS FAMILY SERVICES 2021 401k membership
Total participants, beginning-of-year 2021-01-01 174
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 94
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 92
Total of all active and inactive participants 2021-01-01 187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 187
Number of participants with account balances 2021-01-01 187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 17
2020: EMPLOYEE BENEFIT PLAN OF COMPASS FAMILY SERVICES 2020 401k membership
Total participants, beginning-of-year 2020-01-01 151
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 91
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 82
Total of all active and inactive participants 2020-01-01 173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 173
Number of participants with account balances 2020-01-01 173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 6
2019: EMPLOYEE BENEFIT PLAN OF COMPASS FAMILY SERVICES 2019 401k membership
Total participants, beginning-of-year 2019-01-01 138
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 70
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 81
Total of all active and inactive participants 2019-01-01 151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 151
Number of participants with account balances 2019-01-01 149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 22
2018: EMPLOYEE BENEFIT PLAN OF COMPASS FAMILY SERVICES 2018 401k membership
Total participants, beginning-of-year 2018-01-01 117
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 70
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 63
Total of all active and inactive participants 2018-01-01 134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 134
Number of participants with account balances 2018-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 17
2017: EMPLOYEE BENEFIT PLAN OF COMPASS FAMILY SERVICES 2017 401k membership
Total participants, beginning-of-year 2017-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 70
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 45
Total of all active and inactive participants 2017-01-01 116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 116
Number of participants with account balances 2017-01-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 17
2016: EMPLOYEE BENEFIT PLAN OF COMPASS FAMILY SERVICES 2016 401k membership
Total participants, beginning-of-year 2016-01-01 113
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 74
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 46
Total of all active and inactive participants 2016-01-01 120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 120
Number of participants with account balances 2016-01-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 10
2015: EMPLOYEE BENEFIT PLAN OF COMPASS FAMILY SERVICES 2015 401k membership
Total participants, beginning-of-year 2015-01-01 105
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 69
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 44
Total of all active and inactive participants 2015-01-01 113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 113
Number of participants with account balances 2015-01-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 6

Measure	Date	Value
2022: EMPLOYEE BENEFIT PLAN OF COMPASS FAMILY SERVICES 2022 401k membership
Total participants, beginning-of-year	2022-01-01	190
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	91
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	56
Total of all active and inactive participants	2022-01-01	147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	147
Number of participants with account balances	2022-01-01	147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	21
2021: EMPLOYEE BENEFIT PLAN OF COMPASS FAMILY SERVICES 2021 401k membership
Total participants, beginning-of-year	2021-01-01	174
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	94
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	92
Total of all active and inactive participants	2021-01-01	187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	187
Number of participants with account balances	2021-01-01	187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	17
2020: EMPLOYEE BENEFIT PLAN OF COMPASS FAMILY SERVICES 2020 401k membership
Total participants, beginning-of-year	2020-01-01	151
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	91
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	82
Total of all active and inactive participants	2020-01-01	173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	173
Number of participants with account balances	2020-01-01	173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	6
2019: EMPLOYEE BENEFIT PLAN OF COMPASS FAMILY SERVICES 2019 401k membership
Total participants, beginning-of-year	2019-01-01	138
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	70
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	81
Total of all active and inactive participants	2019-01-01	151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	151
Number of participants with account balances	2019-01-01	149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	22
2018: EMPLOYEE BENEFIT PLAN OF COMPASS FAMILY SERVICES 2018 401k membership
Total participants, beginning-of-year	2018-01-01	117
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	70
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	63
Total of all active and inactive participants	2018-01-01	134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	134
Number of participants with account balances	2018-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	17
2017: EMPLOYEE BENEFIT PLAN OF COMPASS FAMILY SERVICES 2017 401k membership
Total participants, beginning-of-year	2017-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	70
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	45
Total of all active and inactive participants	2017-01-01	116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	116
Number of participants with account balances	2017-01-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	17
2016: EMPLOYEE BENEFIT PLAN OF COMPASS FAMILY SERVICES 2016 401k membership
Total participants, beginning-of-year	2016-01-01	113
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	74
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	46
Total of all active and inactive participants	2016-01-01	120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	120
Number of participants with account balances	2016-01-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	10
2015: EMPLOYEE BENEFIT PLAN OF COMPASS FAMILY SERVICES 2015 401k membership
Total participants, beginning-of-year	2015-01-01	105
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	69
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	44
Total of all active and inactive participants	2015-01-01	113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	113
Number of participants with account balances	2015-01-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	6

Financial Data on EMPLOYEE BENEFIT PLAN OF COMPASS FAMILY SERVICES

Measure	Date	Value
2022 : EMPLOYEE BENEFIT PLAN OF COMPASS FAMILY SERVICES 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-342,315
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$107,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$79,006
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$208,502
Value of total assets at end of year	2022-12-31	$2,923,288
Value of total assets at beginning of year	2022-12-31	$3,372,628
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$28,019
Total interest from all sources	2022-12-31	$129
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$79,971
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$79,971
Administrative expenses professional fees incurred	2022-12-31	$1,523
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-449,340
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$2,923,288
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$3,372,628
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$10,660
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$2,858,040
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$3,315,900
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$65,248
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$56,728
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$56,728
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$129
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-630,917
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$208,502
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$79,006
Contract administrator fees	2022-12-31	$15,836
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2022-12-31	910189318
2021 : EMPLOYEE BENEFIT PLAN OF COMPASS FAMILY SERVICES 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$643,783
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$249,167
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$221,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$256,365
Value of total assets at end of year	2021-12-31	$3,372,628
Value of total assets at beginning of year	2021-12-31	$2,978,012
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$27,778
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$448,297
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$448,297
Administrative expenses professional fees incurred	2021-12-31	$1,544
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2021-12-31	$0
Minimum employer required contribution for this plan year	2021-12-31	$285,841
Amount contributed by the employer to the plan for this plan year	2021-12-31	$285,841
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$394,616
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$3,372,628
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$2,978,012
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$11,679
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$3,315,900
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$2,926,471
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$56,728
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$51,541
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$51,541
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$-60,879
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$256,365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$221,389
Contract administrator fees	2021-12-31	$14,555
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2021-12-31	910189318
2020 : EMPLOYEE BENEFIT PLAN OF COMPASS FAMILY SERVICES 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$601,299
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$67,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$44,024
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$231,478
Value of total assets at end of year	2020-12-31	$2,978,012
Value of total assets at beginning of year	2020-12-31	$2,444,610
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$23,873
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$78,743
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$78,743
Administrative expenses professional fees incurred	2020-12-31	$1,192
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2020-12-31	$0
Minimum employer required contribution for this plan year	2020-12-31	$249,407
Amount contributed by the employer to the plan for this plan year	2020-12-31	$249,407
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$533,402
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$2,978,012
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$2,444,610
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$11,916
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$2,926,471
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$2,424,970
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$51,541
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$19,640
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$19,640
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$291,078
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$231,478
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$44,024
Contract administrator fees	2020-12-31	$10,765
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2020-12-31	910189318
2019 : EMPLOYEE BENEFIT PLAN OF COMPASS FAMILY SERVICES 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$627,460
Total income from all sources (including contributions)	2019-12-31	$627,460
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$71,642
Total of all expenses incurred	2019-12-31	$71,642
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$49,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$49,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$201,043
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$201,043
Value of total assets at end of year	2019-12-31	$2,444,610
Value of total assets at end of year	2019-12-31	$2,444,610
Value of total assets at beginning of year	2019-12-31	$1,888,792
Value of total assets at beginning of year	2019-12-31	$1,888,792
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$22,236
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$22,236
Total interest from all sources	2019-12-31	$0
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$59,263
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$59,263
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$59,263
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$59,263
Administrative expenses professional fees incurred	2019-12-31	$1,053
Administrative expenses professional fees incurred	2019-12-31	$1,053
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2019-12-31	$0
Minimum employer required contribution for this plan year	2019-12-31	$201,043
Amount contributed by the employer to the plan for this plan year	2019-12-31	$201,043
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$555,818
Value of net income/loss	2019-12-31	$555,818
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,444,610
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,444,610
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,888,792
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,888,792
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$10,533
Investment advisory and management fees	2019-12-31	$10,533
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$2,424,970
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$2,424,970
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,875,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,875,019
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$19,640
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$19,640
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$13,773
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$13,773
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$13,773
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$13,773
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$367,154
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$367,154
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$201,043
Contributions received in cash from employer	2019-12-31	$201,043
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$49,406
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$49,406
Contract administrator fees	2019-12-31	$10,650
Contract administrator fees	2019-12-31	$10,650
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	ARMANINO LLP
Accountancy firm name	2019-12-31	ARMANINO LLP
Accountancy firm EIN	2019-12-31	946214841
Accountancy firm EIN	2019-12-31	946214841
2018 : EMPLOYEE BENEFIT PLAN OF COMPASS FAMILY SERVICES 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$65,123
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$165,286
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$147,468
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$193,739
Value of total assets at end of year	2018-12-31	$1,888,792
Value of total assets at beginning of year	2018-12-31	$1,988,955
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$17,818
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$53,810
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$53,810
Administrative expenses professional fees incurred	2018-12-31	$761
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2018-12-31	$0
Minimum employer required contribution for this plan year	2018-12-31	$193,739
Amount contributed by the employer to the plan for this plan year	2018-12-31	$193,739
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-100,163
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,888,792
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,988,955
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$10,121
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,875,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,977,665
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$13,773
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$11,290
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$11,290
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-182,426
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$193,739
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$147,468
Contract administrator fees	2018-12-31	$6,936
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	ARMANINO LLP
Accountancy firm EIN	2018-12-31	946214841
2017 : EMPLOYEE BENEFIT PLAN OF COMPASS FAMILY SERVICES 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$435,627
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$93,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$73,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$129,907
Value of total assets at end of year	2017-12-31	$1,988,955
Value of total assets at beginning of year	2017-12-31	$1,647,153
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$20,129
Total interest from all sources	2017-12-31	$42
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$41,332
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$41,332
Administrative expenses professional fees incurred	2017-12-31	$887
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2017-12-31	$0
Minimum employer required contribution for this plan year	2017-12-31	$129,907
Amount contributed by the employer to the plan for this plan year	2017-12-31	$129,907
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$341,802
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,988,955
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,647,153
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$8,874
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$1,977,665
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,643,932
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$11,290
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$3,221
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$3,221
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$42
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$264,346
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$129,907
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$73,696
Contract administrator fees	2017-12-31	$10,368
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	ARMANINO LLP
Accountancy firm EIN	2017-12-31	946214841
2016 : EMPLOYEE BENEFIT PLAN OF COMPASS FAMILY SERVICES 2016 401k financial data
Total income from all sources	2016-12-31	$283,159
Expenses. Total of all expenses incurred	2016-12-31	$115,787
Benefits paid (including direct rollovers)	2016-12-31	$109,972
Total plan assets at end of year	2016-12-31	$1,647,153
Total plan assets at beginning of year	2016-12-31	$1,479,781
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Other income received	2016-12-31	$90,813
Net income (gross income less expenses)	2016-12-31	$167,372
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,647,153
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,479,781
Total contributions received or receivable from employer(s)	2016-12-31	$192,346
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$5,815
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2016-12-31	$0
Minimum employer required contribution for this plan year	2016-12-31	$192,346
Amount contributed by the employer to the plan for this plan year	2016-12-31	$192,346
2015 : EMPLOYEE BENEFIT PLAN OF COMPASS FAMILY SERVICES 2015 401k financial data
Total income from all sources	2015-12-31	$125,921
Expenses. Total of all expenses incurred	2015-12-31	$22,762
Benefits paid (including direct rollovers)	2015-12-31	$21,821
Total plan assets at end of year	2015-12-31	$1,479,781
Total plan assets at beginning of year	2015-12-31	$1,376,622
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$941
Other income received	2015-12-31	$-5,792
Net income (gross income less expenses)	2015-12-31	$103,159
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,479,781
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,376,622
Total contributions received or receivable from employer(s)	2015-12-31	$131,713
Funding deficiency by the employer to the plan for this plan year	2015-12-31	$0
Minimum employer required contribution for this plan year	2015-12-31	$131,713
Amount contributed by the employer to the plan for this plan year	2015-12-31	$131,713

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF COMPASS FAMILY SERVICES

2022: EMPLOYEE BENEFIT PLAN OF COMPASS FAMILY SERVICES 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: EMPLOYEE BENEFIT PLAN OF COMPASS FAMILY SERVICES 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: EMPLOYEE BENEFIT PLAN OF COMPASS FAMILY SERVICES 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: EMPLOYEE BENEFIT PLAN OF COMPASS FAMILY SERVICES 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: EMPLOYEE BENEFIT PLAN OF COMPASS FAMILY SERVICES 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: EMPLOYEE BENEFIT PLAN OF COMPASS FAMILY SERVICES 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: EMPLOYEE BENEFIT PLAN OF COMPASS FAMILY SERVICES 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: EMPLOYEE BENEFIT PLAN OF COMPASS FAMILY SERVICES 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

052205C

Policy instance

Insurance contract or identification number	052205C
Number of Individuals Covered	113
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $74
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	74
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	SAN FRANCISCO REGIONAL OFFICE

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Company Name:	COMPASS FAMILY SERVICES
Employer identification number (EIN):	941156622
NAIC Classification:	624100
NAIC Description:	Individual and Family Services

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C0076427