401k Plan data: COMPASS FINANCIAL PARTNERS RETIREMENT SAVINGS PLAN plan

COMPASS FINANCIAL PARTNERS RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	COMPASS FINANCIAL PARTNERS RETIREMENT SAVINGS PLAN
Plan identification number	002

COMPASS FINANCIAL PARTNERS RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined 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.
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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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 FINANCIAL PARTNERS, LLC has sponsored the creation of one or more 401k plans.

Company Name: COMPASS FINANCIAL PARTNERS, LLC

Employer identification number (EIN): 481263240

NAIC Classification: 525990
NAIC Description: Other Financial Vehicles

Additional information about COMPASS FINANCIAL PARTNERS, LLC

Jurisdiction of Incorporation: North Carolina Secretary of State

Incorporation Date:

Company Identification Number: 0635172

More information about COMPASS FINANCIAL PARTNERS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMPASS FINANCIAL PARTNERS RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01
002 2020-01-01 KATHLEEN KELLY 2021-02-25
002 2019-01-01 KATHLEEN KELLY 2020-06-04
002 2018-01-01 KATHLEEN KELLY 2019-07-15
002 2017-01-01 KATHLEEN KELLY 2018-03-08
002 2017-01-01 KATHLEEN KELLY 2018-09-24
002 2016-01-01 KATHLEEN KELLY 2017-05-22
002 2015-01-01 KATHLEEN KELLY 2016-05-18
002 2014-01-01 KATHLEEN KELLY 2015-07-09
002 2013-01-01 KATHLEEN KELLY 2014-06-10
002 2012-01-01 KATHLEEN KELLY 2013-05-06

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2021-01-01
002	2020-01-01	KATHLEEN KELLY	2021-02-25
002	2019-01-01	KATHLEEN KELLY	2020-06-04
002	2018-01-01	KATHLEEN KELLY	2019-07-15
002	2017-01-01	KATHLEEN KELLY	2018-03-08
002	2017-01-01	KATHLEEN KELLY	2018-09-24
002	2016-01-01	KATHLEEN KELLY	2017-05-22
002	2015-01-01	KATHLEEN KELLY	2016-05-18
002	2014-01-01	KATHLEEN KELLY	2015-07-09
002	2013-01-01	KATHLEEN KELLY	2014-06-10
002	2012-01-01	KATHLEEN KELLY	2013-05-06

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	COMPASS FINANCIAL PARTNERS, LLC
Employer identification number (EIN):	481263240
NAIC Classification:	525990
NAIC Description:	Other Financial Vehicles

Jurisdiction of Incorporation:	North Carolina Secretary of State
Incorporation Date:
Company Identification Number:	0635172