Civic Intelligence

Compass Point Research and Trading LLC

Plan context: Compass Point Research and Trading LLC 401K Profit Sharing Plan

EIN 04-3593202 • Washington, DC • 17 filings • 2 plans

1055 Thomas Jefferson Street, NWSuite 303Washington, DC 20007
Current Snapshot

Latest Year

2024

2024 Participants

44

2024 Assets

$4,663,463

2024 Contributions

$523,410

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$4,663,463$2,331,732$0200420172024YearValue
$4,663,463Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

44220200420172024YearValue
44Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024144$4,663,463$523,410$11,896iApproximate average salary by contribution assumption: employee only about $297,392 at 4% or $198,261 at 6%; with 50% employer match about $198,261 at 4% or $132,174 at 6%; with 100% employer match about $148,696 at 4% or $99,131 at 6%.
Compass Point Research and Trading LLC 401K Profit Sharing Plan-44$4,663,463$523,410$11,896iApproximate average salary by contribution assumption: employee only about $297,392 at 4% or $198,261 at 6%; with 50% employer match about $198,261 at 4% or $132,174 at 6%; with 100% employer match about $148,696 at 4% or $99,131 at 6%.
2023143$3,820,000$451,336$10,496iApproximate average salary by contribution assumption: employee only about $262,405 at 4% or $174,936 at 6%; with 50% employer match about $174,936 at 4% or $116,624 at 6%; with 100% employer match about $131,202 at 4% or $87,468 at 6%.
Compass Point Research and Trading LLC 401K Profit Sharing Plan-43$3,820,000$451,336$10,496iApproximate average salary by contribution assumption: employee only about $262,405 at 4% or $174,936 at 6%; with 50% employer match about $174,936 at 4% or $116,624 at 6%; with 100% employer match about $131,202 at 4% or $87,468 at 6%.
2022141$2,876,478$404,644$9,869iApproximate average salary by contribution assumption: employee only about $246,734 at 4% or $164,489 at 6%; with 50% employer match about $164,489 at 4% or $109,660 at 6%; with 100% employer match about $123,367 at 4% or $82,245 at 6%.
Compass Point Research and Trading LLC 401K Profit Sharing Plan-41$2,876,478$404,644$9,869iApproximate average salary by contribution assumption: employee only about $246,734 at 4% or $164,489 at 6%; with 50% employer match about $164,489 at 4% or $109,660 at 6%; with 100% employer match about $123,367 at 4% or $82,245 at 6%.
2021140$3,489,223$464,599$11,615iApproximate average salary by contribution assumption: employee only about $290,374 at 4% or $193,583 at 6%; with 50% employer match about $193,583 at 4% or $129,055 at 6%; with 100% employer match about $145,187 at 4% or $96,791 at 6%.
Compass Point Research and Trading LLC 401K Profit Sharing Plan-40$3,489,223$464,599$11,615iApproximate average salary by contribution assumption: employee only about $290,374 at 4% or $193,583 at 6%; with 50% employer match about $193,583 at 4% or $129,055 at 6%; with 100% employer match about $145,187 at 4% or $96,791 at 6%.
2020141$2,906,622$648,905$15,827iApproximate average salary by contribution assumption: employee only about $395,674 at 4% or $263,783 at 6%; with 50% employer match about $263,783 at 4% or $175,855 at 6%; with 100% employer match about $197,837 at 4% or $131,891 at 6%.
Compass Point Research and Trading LLC 401K Profit Sharing Plan-41$2,906,622$648,905$15,827iApproximate average salary by contribution assumption: employee only about $395,674 at 4% or $263,783 at 6%; with 50% employer match about $263,783 at 4% or $175,855 at 6%; with 100% employer match about $197,837 at 4% or $131,891 at 6%.
2019142$2,372,350$482,768$11,494iApproximate average salary by contribution assumption: employee only about $287,362 at 4% or $191,575 at 6%; with 50% employer match about $191,575 at 4% or $127,716 at 6%; with 100% employer match about $143,681 at 4% or $95,787 at 6%.
Compass Point Research and Trading LLC 401K Profit Sharing Plan-42$2,372,350$482,768$11,494iApproximate average salary by contribution assumption: employee only about $287,362 at 4% or $191,575 at 6%; with 50% employer match about $191,575 at 4% or $127,716 at 6%; with 100% employer match about $143,681 at 4% or $95,787 at 6%.
2018139$1,883,836$416,483$10,679iApproximate average salary by contribution assumption: employee only about $266,976 at 4% or $177,984 at 6%; with 50% employer match about $177,984 at 4% or $118,656 at 6%; with 100% employer match about $133,488 at 4% or $88,992 at 6%.
Compass Point Research and Trading LLC 401K Profit Sharing Plan-39$1,883,836$416,483$10,679iApproximate average salary by contribution assumption: employee only about $266,976 at 4% or $177,984 at 6%; with 50% employer match about $177,984 at 4% or $118,656 at 6%; with 100% employer match about $133,488 at 4% or $88,992 at 6%.
2017131$1,826,229$341,939$11,030iApproximate average salary by contribution assumption: employee only about $275,757 at 4% or $183,838 at 6%; with 50% employer match about $183,838 at 4% or $122,559 at 6%; with 100% employer match about $137,879 at 4% or $91,919 at 6%.
Compass Point Research and Trading LLC 401K Profit Sharing Plan-31$1,826,229$341,939$11,030iApproximate average salary by contribution assumption: employee only about $275,757 at 4% or $183,838 at 6%; with 50% employer match about $183,838 at 4% or $122,559 at 6%; with 100% employer match about $137,879 at 4% or $91,919 at 6%.
2016131$1,370,314$358,497$11,564iApproximate average salary by contribution assumption: employee only about $289,110 at 4% or $192,740 at 6%; with 50% employer match about $192,740 at 4% or $128,494 at 6%; with 100% employer match about $144,555 at 4% or $96,370 at 6%.
Compass Point Research and Trading LLC 401K Profit Sharing Plan-31$1,370,314$358,497$11,564iApproximate average salary by contribution assumption: employee only about $289,110 at 4% or $192,740 at 6%; with 50% employer match about $192,740 at 4% or $128,494 at 6%; with 100% employer match about $144,555 at 4% or $96,370 at 6%.
2015130$1,230,833$335,906$11,197iApproximate average salary by contribution assumption: employee only about $279,922 at 4% or $186,614 at 6%; with 50% employer match about $186,614 at 4% or $124,410 at 6%; with 100% employer match about $139,961 at 4% or $93,307 at 6%.
Compass Point Research and Trading LLC 401K Profit Sharing Plan-30$1,230,833$335,906$11,197iApproximate average salary by contribution assumption: employee only about $279,922 at 4% or $186,614 at 6%; with 50% employer match about $186,614 at 4% or $124,410 at 6%; with 100% employer match about $139,961 at 4% or $93,307 at 6%.
2014133$939,761$293,590$8,897iApproximate average salary by contribution assumption: employee only about $222,417 at 4% or $148,278 at 6%; with 50% employer match about $148,278 at 4% or $98,852 at 6%; with 100% employer match about $111,208 at 4% or $74,139 at 6%.
Compass Point Research and Trading LLC 401K Profit Sharing Plan-33$939,761$293,590$8,897iApproximate average salary by contribution assumption: employee only about $222,417 at 4% or $148,278 at 6%; with 50% employer match about $148,278 at 4% or $98,852 at 6%; with 100% employer match about $111,208 at 4% or $74,139 at 6%.
2013126$633,711$428,840$16,494iApproximate average salary by contribution assumption: employee only about $412,346 at 4% or $274,897 at 6%; with 50% employer match about $274,897 at 4% or $183,265 at 6%; with 100% employer match about $206,173 at 4% or $137,449 at 6%.
Compass Point Research and Trading LLC 401K Profit Sharing Plan-26$633,711$428,840$16,494iApproximate average salary by contribution assumption: employee only about $412,346 at 4% or $274,897 at 6%; with 50% employer match about $274,897 at 4% or $183,265 at 6%; with 100% employer match about $206,173 at 4% or $137,449 at 6%.
2012124$158,276$155,949$6,498iApproximate average salary by contribution assumption: employee only about $162,447 at 4% or $108,298 at 6%; with 50% employer match about $108,298 at 4% or $72,199 at 6%; with 100% employer match about $81,223 at 4% or $54,149 at 6%.
Compass Point Research and Trading LLC 401K Profit Sharing Plan-24$158,276$155,949$6,498iApproximate average salary by contribution assumption: employee only about $162,447 at 4% or $108,298 at 6%; with 50% employer match about $108,298 at 4% or $72,199 at 6%; with 100% employer match about $81,223 at 4% or $54,149 at 6%.
200710$0$8,800-
Compass Point Research and Trading LLC 401K Profit Sharing Plan-0-$8,800-
200611$54,501$19,086$19,086iApproximate average salary by contribution assumption: employee only about $477,150 at 4% or $318,100 at 6%; with 50% employer match about $318,100 at 4% or $212,067 at 6%; with 100% employer match about $238,575 at 4% or $159,050 at 6%.
Compass Point Research and Trading LLC 401K Profit Sharing Plan-1$54,501$19,086$19,086iApproximate average salary by contribution assumption: employee only about $477,150 at 4% or $318,100 at 6%; with 50% employer match about $318,100 at 4% or $212,067 at 6%; with 100% employer match about $238,575 at 4% or $159,050 at 6%.
200510$77,414$23,588-
Compass Point Research and Trading LLC 401K Profit Sharing Plan-0$77,414$23,588-
200417$49,930$47,539$6,791iApproximate average salary by contribution assumption: employee only about $169,782 at 4% or $113,188 at 6%; with 50% employer match about $113,188 at 4% or $75,459 at 6%; with 100% employer match about $84,891 at 4% or $56,594 at 6%.
Compass Point Research and Trading LLC 401K Profit Sharing Plan-7$49,930$47,539$6,791iApproximate average salary by contribution assumption: employee only about $169,782 at 4% or $113,188 at 6%; with 50% employer match about $113,188 at 4% or $75,459 at 6%; with 100% employer match about $84,891 at 4% or $56,594 at 6%.