401k Plan data: COMPASS FINANCIAL ADVISORS, LLC CASH BALANCE PLAN plan

COMPASS FINANCIAL ADVISORS, LLC CASH BALANCE PLAN 401k Plan overview

Plan Name	COMPASS FINANCIAL ADVISORS, LLC CASH BALANCE PLAN
Plan identification number	002

COMPASS FINANCIAL ADVISORS, LLC CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

COMPASS FINANCIAL ADVISORS, LLC has sponsored the creation of one or more 401k plans.

Company Name: COMPASS FINANCIAL ADVISORS, LLC

Employer identification number (EIN): 621595140

NAIC Classification: 523900

Additional information about COMPASS FINANCIAL ADVISORS, LLC

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 2007-03-22

Company Identification Number: 1688209

Legal Registered Office Address: 600 VINE STREET
SUITE 2700
CINCINNATI
United States of America (USA)
45202

More information about COMPASS FINANCIAL ADVISORS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMPASS FINANCIAL ADVISORS, LLC CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2013-01-01 THOMAS WALLACE 2014-05-16 THOMAS WALLACE 2014-05-16
002 2012-01-01 THOMAS WALLACE 2013-07-19
002 2011-01-01 THOMAS WALLACE 2012-08-01
002 2010-01-01 THOMAS WALLACE 2011-08-02

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2013-01-01	THOMAS WALLACE	2014-05-16	THOMAS WALLACE	2014-05-16
002	2012-01-01	THOMAS WALLACE	2013-07-19
002	2011-01-01	THOMAS WALLACE	2012-08-01
002	2010-01-01	THOMAS WALLACE	2011-08-02

Potentially related plans

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Company Name:	COMPASS FINANCIAL ADVISORS, LLC
Employer identification number (EIN):	621595140
NAIC Classification:	523900

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	2007-03-22
Company Identification Number:	1688209
Legal Registered Office Address:	600 VINE STREET SUITE 2700 CINCINNATI United States of America (USA) 45202