401k Plan data: COMPASS CONSULTING GROUP, INC. 401(K) RETIREMENT PLAN (FINAL) plan

COMPASS CONSULTING GROUP, INC. 401(K) RETIREMENT PLAN (FINAL) 401k Plan overview

Plan Name	COMPASS CONSULTING GROUP, INC. 401(K) RETIREMENT PLAN (FINAL)
Plan identification number	001

COMPASS CONSULTING GROUP, INC. 401(K) RETIREMENT PLAN (FINAL) Benefits

401k Plan Type

Defined 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.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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 CONSULTING GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: COMPASS CONSULTING GROUP, INC.

Employer identification number (EIN): 593301472

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about COMPASS CONSULTING GROUP, INC.

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 2008-08-27

Company Identification Number: C3159350

Legal Registered Office Address: 205 Fieldcrest Ct

Danville
United States of America (USA)
94506

More information about COMPASS CONSULTING GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMPASS CONSULTING GROUP, INC. 401(K) RETIREMENT PLAN (FINAL)

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01
001 2015-01-01
001 2014-01-01 TONI O'BRIEN
001 2013-01-01 TONI O'BRIEN
001 2012-01-01 TONI O'BRIEN
001 2011-01-01 TONI O'BRIEN
001 2010-01-01 TONI O'BRIEN
001 2009-01-01 TONI O'BRIEN

Plan Statistics for COMPASS CONSULTING GROUP, INC. 401(K) RETIREMENT PLAN (FINAL)

401k plan membership statisitcs for COMPASS CONSULTING GROUP, INC. 401(K) RETIREMENT PLAN (FINAL)

Measure Date Value
2014: COMPASS CONSULTING GROUP, INC. 401(K) RETIREMENT PLAN (FINAL) 2014 401k membership
Total participants, beginning-of-year 2014-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 37
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 7
Total of all active and inactive participants 2014-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 44
Number of participants with account balances 2014-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: COMPASS CONSULTING GROUP, INC. 401(K) RETIREMENT PLAN (FINAL) 2013 401k membership
Total participants, beginning-of-year 2013-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 30
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 8
Total of all active and inactive participants 2013-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 39
Number of participants with account balances 2013-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: COMPASS CONSULTING GROUP, INC. 401(K) RETIREMENT PLAN (FINAL) 2012 401k membership
Total participants, beginning-of-year 2012-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 32
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 4
Total of all active and inactive participants 2012-01-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 36
Number of participants with account balances 2012-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: COMPASS CONSULTING GROUP, INC. 401(K) RETIREMENT PLAN (FINAL) 2011 401k membership
Total participants, beginning-of-year 2011-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 26
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 28
Total participants 2011-01-01 28
Number of participants with account balances 2011-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: COMPASS CONSULTING GROUP, INC. 401(K) RETIREMENT PLAN (FINAL) 2010 401k membership
Total participants, beginning-of-year 2010-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 23
Number of retired or separated participants receiving benefits 2010-01-01 2
Number of other retired or separated participants entitled to future benefits 2010-01-01 4
Total of all active and inactive participants 2010-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 29
Number of participants with account balances 2010-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: COMPASS CONSULTING GROUP, INC. 401(K) RETIREMENT PLAN (FINAL) 2009 401k membership
Total participants, beginning-of-year 2009-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 25
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 27
Number of participants with account balances 2009-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2014: COMPASS CONSULTING GROUP, INC. 401(K) RETIREMENT PLAN (FINAL) 2014 401k membership
Total participants, beginning-of-year	2014-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	37
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	7
Total of all active and inactive participants	2014-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	44
Number of participants with account balances	2014-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: COMPASS CONSULTING GROUP, INC. 401(K) RETIREMENT PLAN (FINAL) 2013 401k membership
Total participants, beginning-of-year	2013-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	30
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	8
Total of all active and inactive participants	2013-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	39
Number of participants with account balances	2013-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: COMPASS CONSULTING GROUP, INC. 401(K) RETIREMENT PLAN (FINAL) 2012 401k membership
Total participants, beginning-of-year	2012-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	32
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	4
Total of all active and inactive participants	2012-01-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	36
Number of participants with account balances	2012-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: COMPASS CONSULTING GROUP, INC. 401(K) RETIREMENT PLAN (FINAL) 2011 401k membership
Total participants, beginning-of-year	2011-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	26
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	28
Total participants	2011-01-01	28
Number of participants with account balances	2011-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: COMPASS CONSULTING GROUP, INC. 401(K) RETIREMENT PLAN (FINAL) 2010 401k membership
Total participants, beginning-of-year	2010-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	23
Number of retired or separated participants receiving benefits	2010-01-01	2
Number of other retired or separated participants entitled to future benefits	2010-01-01	4
Total of all active and inactive participants	2010-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	29
Number of participants with account balances	2010-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: COMPASS CONSULTING GROUP, INC. 401(K) RETIREMENT PLAN (FINAL) 2009 401k membership
Total participants, beginning-of-year	2009-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	25
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	27
Number of participants with account balances	2009-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on COMPASS CONSULTING GROUP, INC. 401(K) RETIREMENT PLAN (FINAL)

Measure	Date	Value
2014 : COMPASS CONSULTING GROUP, INC. 401(K) RETIREMENT PLAN (FINAL) 2014 401k financial data
Total income from all sources	2014-12-31	$439,540
Expenses. Total of all expenses incurred	2014-12-31	$519,195
Benefits paid (including direct rollovers)	2014-12-31	$504,597
Total plan assets at end of year	2014-12-31	$2,449,045
Total plan assets at beginning of year	2014-12-31	$2,528,700
Value of fidelity bond covering the plan	2014-12-31	$250,000
Total contributions received or receivable from participants	2014-12-31	$167,106
Other income received	2014-12-31	$169,881
Net income (gross income less expenses)	2014-12-31	$-79,655
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,449,045
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,528,700
Assets. Value of participant loans	2014-12-31	$200,963
Total contributions received or receivable from employer(s)	2014-12-31	$102,553
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$14,598
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : COMPASS CONSULTING GROUP, INC. 401(K) RETIREMENT PLAN (FINAL) 2013 401k financial data
Total income from all sources	2013-12-31	$560,353
Expenses. Total of all expenses incurred	2013-12-31	$176,285
Benefits paid (including direct rollovers)	2013-12-31	$154,503
Total plan assets at end of year	2013-12-31	$2,528,700
Total plan assets at beginning of year	2013-12-31	$2,144,632
Value of fidelity bond covering the plan	2013-12-31	$250,000
Total contributions received or receivable from participants	2013-12-31	$117,917
Other income received	2013-12-31	$350,992
Net income (gross income less expenses)	2013-12-31	$384,068
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,528,700
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,144,632
Assets. Value of participant loans	2013-12-31	$181,517
Total contributions received or receivable from employer(s)	2013-12-31	$91,444
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$21,782
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : COMPASS CONSULTING GROUP, INC. 401(K) RETIREMENT PLAN (FINAL) 2012 401k financial data
Total income from all sources	2012-12-31	$603,942
Expenses. Total of all expenses incurred	2012-12-31	$95,727
Benefits paid (including direct rollovers)	2012-12-31	$76,062
Total plan assets at end of year	2012-12-31	$2,144,632
Total plan assets at beginning of year	2012-12-31	$1,636,417
Value of fidelity bond covering the plan	2012-12-31	$200,000
Total contributions received or receivable from participants	2012-12-31	$82,377
Contributions received from other sources (not participants or employers)	2012-12-31	$283,199
Other income received	2012-12-31	$154,809
Net income (gross income less expenses)	2012-12-31	$508,215
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,144,632
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,636,417
Assets. Value of participant loans	2012-12-31	$273,464
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2012-12-31	$917
Total contributions received or receivable from employer(s)	2012-12-31	$83,557
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$19,665
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : COMPASS CONSULTING GROUP, INC. 401(K) RETIREMENT PLAN (FINAL) 2011 401k financial data
Total income from all sources	2011-12-31	$473,864
Expenses. Total of all expenses incurred	2011-12-31	$83,471
Benefits paid (including direct rollovers)	2011-12-31	$68,199
Total plan assets at end of year	2011-12-31	$1,636,417
Total plan assets at beginning of year	2011-12-31	$1,246,024
Value of fidelity bond covering the plan	2011-12-31	$200,000
Total contributions received or receivable from participants	2011-12-31	$65,003
Contributions received from other sources (not participants or employers)	2011-12-31	$422,641
Other income received	2011-12-31	$-80,432
Net income (gross income less expenses)	2011-12-31	$390,393
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,636,417
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,246,024
Assets. Value of participant loans	2011-12-31	$197,841
Total contributions received or receivable from employer(s)	2011-12-31	$66,652
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$15,272
2010 : COMPASS CONSULTING GROUP, INC. 401(K) RETIREMENT PLAN (FINAL) 2010 401k financial data
Total income from all sources	2010-12-31	$235,411
Expenses. Total of all expenses incurred	2010-12-31	$29,550
Benefits paid (including direct rollovers)	2010-12-31	$16,857
Total plan assets at end of year	2010-12-31	$1,246,024
Total plan assets at beginning of year	2010-12-31	$1,040,163
Value of fidelity bond covering the plan	2010-12-31	$125,000
Total contributions received or receivable from participants	2010-12-31	$54,219
Other income received	2010-12-31	$121,664
Net income (gross income less expenses)	2010-12-31	$205,861
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,246,024
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,040,163
Assets. Value of participant loans	2010-12-31	$136,732
Total contributions received or receivable from employer(s)	2010-12-31	$59,528
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$12,693

Form 5500 Responses for COMPASS CONSULTING GROUP, INC. 401(K) RETIREMENT PLAN (FINAL)

2014: COMPASS CONSULTING GROUP, INC. 401(K) RETIREMENT PLAN (FINAL) 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: COMPASS CONSULTING GROUP, INC. 401(K) RETIREMENT PLAN (FINAL) 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: COMPASS CONSULTING GROUP, INC. 401(K) RETIREMENT PLAN (FINAL) 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: COMPASS CONSULTING GROUP, INC. 401(K) RETIREMENT PLAN (FINAL) 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: COMPASS CONSULTING GROUP, INC. 401(K) RETIREMENT PLAN (FINAL) 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: COMPASS CONSULTING GROUP, INC. 401(K) RETIREMENT PLAN (FINAL) 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	COMPASS CONSULTING GROUP, INC.
Employer identification number (EIN):	593301472
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	2008-08-27
Company Identification Number:	C3159350
Legal Registered Office Address:	205 Fieldcrest Ct Danville United States of America (USA) 94506

Plan id#	Filing Submission Date	Name of Administrator
001	2016-01-01
001	2015-01-01
001	2014-01-01	TONI O'BRIEN
001	2013-01-01	TONI O'BRIEN
001	2012-01-01	TONI O'BRIEN
001	2011-01-01	TONI O'BRIEN
001	2010-01-01	TONI O'BRIEN
001	2009-01-01	TONI O'BRIEN