Civic Intelligence
Filing

Compass Group LLC 401K Plan

Compass Group LLC • EIN 13-3859813 • Plan year 2000

Company ProfileSource Archive
Filing Insights

Participants

Up

10 → 12

2 • 20.00%

Assets

Up

$93,392 → $142,177

$48,785 • 52.24%

Investment Management Fee

-

Admin expenses - • Total expenses $3,562

Filing Details

Context
Net investment result
$48,785
Pension payor EIN
13-2656036

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2018114$1,692,193$89,359$6,383iApproximate average salary by contribution assumption: employee only about $159,570 at 4% or $106,380 at 6%; with 50% employer match about $106,380 at 4% or $70,920 at 6%; with 100% employer match about $79,785 at 4% or $53,190 at 6%.
Compass Group LLC 401K Plan-14$1,692,193$89,359$6,383iApproximate average salary by contribution assumption: employee only about $159,570 at 4% or $106,380 at 6%; with 50% employer match about $106,380 at 4% or $70,920 at 6%; with 100% employer match about $79,785 at 4% or $53,190 at 6%.
2017115$1,947,927$400,926$26,728iApproximate average salary by contribution assumption: employee only about $668,210 at 4% or $445,473 at 6%; with 50% employer match about $445,473 at 4% or $296,982 at 6%; with 100% employer match about $334,105 at 4% or $222,737 at 6%.
Compass Group LLC 401K Plan-15$1,947,927$400,926$26,728iApproximate average salary by contribution assumption: employee only about $668,210 at 4% or $445,473 at 6%; with 50% employer match about $445,473 at 4% or $296,982 at 6%; with 100% employer match about $334,105 at 4% or $222,737 at 6%.
2016115$1,434,992$100,250$6,683iApproximate average salary by contribution assumption: employee only about $167,083 at 4% or $111,389 at 6%; with 50% employer match about $111,389 at 4% or $74,259 at 6%; with 100% employer match about $83,542 at 4% or $55,694 at 6%.
Compass Group LLC 401K Plan-15$1,434,992$100,250$6,683iApproximate average salary by contribution assumption: employee only about $167,083 at 4% or $111,389 at 6%; with 50% employer match about $111,389 at 4% or $74,259 at 6%; with 100% employer match about $83,542 at 4% or $55,694 at 6%.
2015115$1,254,384$99,371$6,625iApproximate average salary by contribution assumption: employee only about $165,618 at 4% or $110,412 at 6%; with 50% employer match about $110,412 at 4% or $73,608 at 6%; with 100% employer match about $82,809 at 4% or $55,206 at 6%.
Compass Group LLC 401K Plan-15$1,254,384$99,371$6,625iApproximate average salary by contribution assumption: employee only about $165,618 at 4% or $110,412 at 6%; with 50% employer match about $110,412 at 4% or $73,608 at 6%; with 100% employer match about $82,809 at 4% or $55,206 at 6%.
2014116$1,211,079$109,867$6,867iApproximate average salary by contribution assumption: employee only about $171,667 at 4% or $114,445 at 6%; with 50% employer match about $114,445 at 4% or $76,297 at 6%; with 100% employer match about $85,834 at 4% or $57,222 at 6%.
Compass Group LLC 401K Plan-16$1,211,079$109,867$6,867iApproximate average salary by contribution assumption: employee only about $171,667 at 4% or $114,445 at 6%; with 50% employer match about $114,445 at 4% or $76,297 at 6%; with 100% employer match about $85,834 at 4% or $57,222 at 6%.
2013117$1,214,040$88,175$5,187iApproximate average salary by contribution assumption: employee only about $129,669 at 4% or $86,446 at 6%; with 50% employer match about $86,446 at 4% or $57,631 at 6%; with 100% employer match about $64,835 at 4% or $43,223 at 6%.
Compass Group LLC 401K Plan-17$1,214,040$88,175$5,187iApproximate average salary by contribution assumption: employee only about $129,669 at 4% or $86,446 at 6%; with 50% employer match about $86,446 at 4% or $57,631 at 6%; with 100% employer match about $64,835 at 4% or $43,223 at 6%.
2012117$968,962$80,921$4,760iApproximate average salary by contribution assumption: employee only about $119,001 at 4% or $79,334 at 6%; with 50% employer match about $79,334 at 4% or $52,890 at 6%; with 100% employer match about $59,501 at 4% or $39,667 at 6%.
Compass Group LLC 401K Plan-17$968,962$80,921$4,760iApproximate average salary by contribution assumption: employee only about $119,001 at 4% or $79,334 at 6%; with 50% employer match about $79,334 at 4% or $52,890 at 6%; with 100% employer match about $59,501 at 4% or $39,667 at 6%.
2011118$793,686$76,875$4,271iApproximate average salary by contribution assumption: employee only about $106,771 at 4% or $71,181 at 6%; with 50% employer match about $71,181 at 4% or $47,454 at 6%; with 100% employer match about $53,385 at 4% or $35,590 at 6%.
Compass Group LLC 401K Plan-18$793,686$76,875$4,271iApproximate average salary by contribution assumption: employee only about $106,771 at 4% or $71,181 at 6%; with 50% employer match about $71,181 at 4% or $47,454 at 6%; with 100% employer match about $53,385 at 4% or $35,590 at 6%.
2010118$760,135$87,011$4,834iApproximate average salary by contribution assumption: employee only about $120,849 at 4% or $80,566 at 6%; with 50% employer match about $80,566 at 4% or $53,710 at 6%; with 100% employer match about $60,424 at 4% or $40,283 at 6%.
Compass Group LLC 401K Plan-18$760,135$87,011$4,834iApproximate average salary by contribution assumption: employee only about $120,849 at 4% or $80,566 at 6%; with 50% employer match about $80,566 at 4% or $53,710 at 6%; with 100% employer match about $60,424 at 4% or $40,283 at 6%.
2009122$838,470$68,313$3,105iApproximate average salary by contribution assumption: employee only about $77,628 at 4% or $51,752 at 6%; with 50% employer match about $51,752 at 4% or $34,502 at 6%; with 100% employer match about $38,814 at 4% or $25,876 at 6%.
Compass Group LLC 401K Plan-22$838,470$68,313$3,105iApproximate average salary by contribution assumption: employee only about $77,628 at 4% or $51,752 at 6%; with 50% employer match about $51,752 at 4% or $34,502 at 6%; with 100% employer match about $38,814 at 4% or $25,876 at 6%.
2008112$588,977$107,201$8,933iApproximate average salary by contribution assumption: employee only about $223,335 at 4% or $148,890 at 6%; with 50% employer match about $148,890 at 4% or $99,260 at 6%; with 100% employer match about $111,668 at 4% or $74,445 at 6%.
Compass Group LLC 401K Plan-12$588,977$107,201$8,933iApproximate average salary by contribution assumption: employee only about $223,335 at 4% or $148,890 at 6%; with 50% employer match about $148,890 at 4% or $99,260 at 6%; with 100% employer match about $111,668 at 4% or $74,445 at 6%.
2007111$802,781$85,610$7,783iApproximate average salary by contribution assumption: employee only about $194,568 at 4% or $129,712 at 6%; with 50% employer match about $129,712 at 4% or $86,475 at 6%; with 100% employer match about $97,284 at 4% or $64,856 at 6%.
Compass Group LLC 401K Plan-11$802,781$85,610$7,783iApproximate average salary by contribution assumption: employee only about $194,568 at 4% or $129,712 at 6%; with 50% employer match about $129,712 at 4% or $86,475 at 6%; with 100% employer match about $97,284 at 4% or $64,856 at 6%.
2006110$631,213$67,354$6,735iApproximate average salary by contribution assumption: employee only about $168,385 at 4% or $112,257 at 6%; with 50% employer match about $112,257 at 4% or $74,838 at 6%; with 100% employer match about $84,193 at 4% or $56,128 at 6%.
Compass Group LLC 401K Plan-10$631,213$67,354$6,735iApproximate average salary by contribution assumption: employee only about $168,385 at 4% or $112,257 at 6%; with 50% employer match about $112,257 at 4% or $74,838 at 6%; with 100% employer match about $84,193 at 4% or $56,128 at 6%.
2005111$517,447$68,613$6,238iApproximate average salary by contribution assumption: employee only about $155,939 at 4% or $103,959 at 6%; with 50% employer match about $103,959 at 4% or $69,306 at 6%; with 100% employer match about $77,969 at 4% or $51,980 at 6%.
Compass Group LLC 401K Plan-11$517,447$68,613$6,238iApproximate average salary by contribution assumption: employee only about $155,939 at 4% or $103,959 at 6%; with 50% employer match about $103,959 at 4% or $69,306 at 6%; with 100% employer match about $77,969 at 4% or $51,980 at 6%.
200419$418,651$110,680$12,298iApproximate average salary by contribution assumption: employee only about $307,444 at 4% or $204,963 at 6%; with 50% employer match about $204,963 at 4% or $136,642 at 6%; with 100% employer match about $153,722 at 4% or $102,481 at 6%.
Compass Group LLC 401K Plan-9$418,651$110,680$12,298iApproximate average salary by contribution assumption: employee only about $307,444 at 4% or $204,963 at 6%; with 50% employer match about $204,963 at 4% or $136,642 at 6%; with 100% employer match about $153,722 at 4% or $102,481 at 6%.
2003111$345,691$82,926$7,539iApproximate average salary by contribution assumption: employee only about $188,468 at 4% or $125,645 at 6%; with 50% employer match about $125,645 at 4% or $83,764 at 6%; with 100% employer match about $94,234 at 4% or $62,823 at 6%.
Compass Group LLC 401K Plan-11$345,691$82,926$7,539iApproximate average salary by contribution assumption: employee only about $188,468 at 4% or $125,645 at 6%; with 50% employer match about $125,645 at 4% or $83,764 at 6%; with 100% employer match about $94,234 at 4% or $62,823 at 6%.
2002113$213,893$79,503$6,116iApproximate average salary by contribution assumption: employee only about $152,890 at 4% or $101,927 at 6%; with 50% employer match about $101,927 at 4% or $67,951 at 6%; with 100% employer match about $76,445 at 4% or $50,963 at 6%.
Compass Group LLC 401K Plan-13$213,893$79,503$6,116iApproximate average salary by contribution assumption: employee only about $152,890 at 4% or $101,927 at 6%; with 50% employer match about $101,927 at 4% or $67,951 at 6%; with 100% employer match about $76,445 at 4% or $50,963 at 6%.
2001112$205,987$12,631$1,053iApproximate average salary by contribution assumption: employee only about $26,315 at 4% or $17,543 at 6%; with 50% employer match about $17,543 at 4% or $11,695 at 6%; with 100% employer match about $13,157 at 4% or $8,772 at 6%.
Compass Group LLC 401K Plan-12$205,987$12,631$1,053iApproximate average salary by contribution assumption: employee only about $26,315 at 4% or $17,543 at 6%; with 50% employer match about $17,543 at 4% or $11,695 at 6%; with 100% employer match about $13,157 at 4% or $8,772 at 6%.
2000112$142,177$74,214$6,185iApproximate average salary by contribution assumption: employee only about $154,613 at 4% or $103,075 at 6%; with 50% employer match about $103,075 at 4% or $68,717 at 6%; with 100% employer match about $77,306 at 4% or $51,538 at 6%.
Compass Group LLC 401K PlanCurrent12$142,177$74,214$6,185iApproximate average salary by contribution assumption: employee only about $154,613 at 4% or $103,075 at 6%; with 50% employer match about $103,075 at 4% or $68,717 at 6%; with 100% employer match about $77,306 at 4% or $51,538 at 6%.
1999110$93,392$77,360$7,736iApproximate average salary by contribution assumption: employee only about $193,400 at 4% or $128,933 at 6%; with 50% employer match about $128,933 at 4% or $85,956 at 6%; with 100% employer match about $96,700 at 4% or $64,467 at 6%.
Compass Group LLC 401K Plan-10$93,392$77,360$7,736iApproximate average salary by contribution assumption: employee only about $193,400 at 4% or $128,933 at 6%; with 50% employer match about $128,933 at 4% or $85,956 at 6%; with 100% employer match about $96,700 at 4% or $64,467 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
84037337154021
Form Id
10146120
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
10371337154020002
Ins Broker 01 Name
RICHARD SHANE
Ins Broker 01 Street Addr
1114 AVENUE OF THE AMERICAS
Ins Broker 01 City
NEW YORK
Ins Broker 01 State
NY
Ins Broker 01 ZIP Code
100367791
Ins Broker Comm Pd 01 Amount
$189
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
4
Row 2
Ins Carrier Name: GUARDIAN INSURANCE AND ANNUITY COMPANY
Filing Id
84037337154021
Form Id
10146120
Schedule A EIN
13-3859813
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2000-01-01
Schedule A Tax Period
20001231
Ins Carrier Name
GUARDIAN INSURANCE AND ANNUITY COMPANY
Ins Carrier EIN
13-2656036
Ins Carrier Naic Code
78778
Ins Contract Num
602800
Ins Prsn Covered End of year Count
9
Ins Policy From Date
2000-01-01
Ins Policy To Date
2000-12-31
Ins Broker Comm Total Amount
$189
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$137,533
Pension Basis Rates Text
AS PER RULES OF INSURANCE COMPANY
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pension Type Alloc Cntrct Indicator
No
Pnsn Type Unalloc Cntrct I
3
Pension End Prev Bal Amount
$0
Pension Contribution Dep Amount
$0
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$0
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$0
Pension Total Bal Addn Amount
$0
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$0
Pension End of year Bal Amount
$0
Wlfr Premium Rcvd Amount
$0
Wlfr Unpaid Due Amount
$0
Wlfr Reserve Amount
$0
Wlfr Total Earned Prem Amount
$0
Wlfr Claims Paid Amount
$0
Wlfr Incr Reserve Amount
$0
Wlfr Incurred Claim Amount
$0
Wlfr Claims Chrgd Amount
$0
Wlfr Ret Commissions Amount
$0
Wlfr Ret Admin Amount
$0
Wlfr Ret Oth Cost Amount
$0
Wlfr Ret Oth Expense Amount
$0
Wlfr Ret Taxes Amount
$0
Wlfr Ret Charges Amount
$0
Wlfr Ret Oth Chrgs Amount
$0
Wlfr Ret Total Amount
$0
Wlfr Refund Amount
$0
Wlfr Held Bnfts Amount
$0
Wlfr Claims Reserve Amount
$0
Wlfr Oth Reserve Amount
$0
Wlfr Divnds Due Amount
$0
Wlfr Total Charges Paid Amount
$0
Wlfr Acquis Cost Amount
$0

Schedule D

Row 1
Filing Id
84037337154021
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
10371337154020003
DFE P1 Entity 01 Name
GUARDIAN ADVANTAGESEPARATEACCOUNT L
DFE P1 Spons 01 Name
GUARDIAN INSURANCE AND ANNUITY CO.
DFE P1 Plan 01 EIN Plan number
132656036000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$137,533
Row 2
Filing Id
84037337154021
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
10371337154020003

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$142,177$48,785 change

Balance Sheet

Beginning and end of plan year.

Total assets$93,392$142,177Increase +$48,785 (52.24%)
Total liabilities$0$0No change $0
Net assets$93,392$142,177Increase +$48,785 (52.24%)

Contributions

Employer contributions$11,907
Participant contributions$62,307
Other contributions$0

Income & Expenses

Total income$52,347
Total expenses$3,562
Net income$48,785
Source fields
Schedule I source fields
Filing Id
84037337154021
Schedule I EIN
13-3859813
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2000-01-01
Schedule I Tax Period
20001231
Small plan total assets at beginning of year
$93,392
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$93,392
Small plan total assets at end of year
$142,177
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$142,177
Small plan employer contributions
$11,907
Small plan participant contributions
$62,307
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$-21,867
Small plan total income
$52,347
Small plan total benefit distributions
$3,562
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$3,562
Small plan net income or loss
$48,785
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
No
Small Mortg Participants End of year Amount
$0
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
Yes
Small plan fidelity bond amount
$265,000
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
No
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Pension & Payor

Payor EIN13-2656036

Transfers

Distributed property value$0
Schedule R source fields
Payor 13-2656036
Filing Id
84037337154021
Schedule R EIN
13-3859813
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2000-01-01
Schedule R Tax Period
20001231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
13-2656036
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0