Civic Intelligence

Compass Asset Management

Plan context: Compass Asset Management LLC 401(K) Profit Sharing Plan

EIN 06-1501246 • Guilford, CT • 24 filings • 5 plans

10 Water StreetGuilford, CT 06437
Current Snapshot

Latest Year

2021

2021 Participants

3

2021 Assets

$1,265,814

2021 Contributions

$110,783

Historical Graphs

Total Assets Over Time

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

$2,241,998$1,120,999$0199920112021YearValue
$1,265,814Latest year 2021

Participants Over Time

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

530199920102021YearValue
3Latest year 2021

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
202113$1,265,814$110,783$36,928iApproximate average salary by contribution assumption: employee only about $923,192 at 4% or $615,461 at 6%; with 50% employer match about $615,461 at 4% or $410,307 at 6%; with 100% employer match about $461,596 at 4% or $307,731 at 6%.
Compass Asset Management LLC 401(K) Profit Sharing Plan-3$1,265,814$110,783$36,928iApproximate average salary by contribution assumption: employee only about $923,192 at 4% or $615,461 at 6%; with 50% employer match about $615,461 at 4% or $410,307 at 6%; with 100% employer match about $461,596 at 4% or $307,731 at 6%.
202013$939,321$107,162$35,721iApproximate average salary by contribution assumption: employee only about $893,017 at 4% or $595,344 at 6%; with 50% employer match about $595,344 at 4% or $396,896 at 6%; with 100% employer match about $446,508 at 4% or $297,672 at 6%.
Compass Asset Management LLC 401(K) Profit Sharing Plan-3$939,321$107,162$35,721iApproximate average salary by contribution assumption: employee only about $893,017 at 4% or $595,344 at 6%; with 50% employer match about $595,344 at 4% or $396,896 at 6%; with 100% employer match about $446,508 at 4% or $297,672 at 6%.
201915$747,751$224,250$44,850iApproximate average salary by contribution assumption: employee only about $1,121,250 at 4% or $747,500 at 6%; with 50% employer match about $747,500 at 4% or $498,333 at 6%; with 100% employer match about $560,625 at 4% or $373,750 at 6%.
Compass Asset Management LLC 401(K) Profit Sharing Plan-5$747,751$224,250$44,850iApproximate average salary by contribution assumption: employee only about $1,121,250 at 4% or $747,500 at 6%; with 50% employer match about $747,500 at 4% or $498,333 at 6%; with 100% employer match about $560,625 at 4% or $373,750 at 6%.
201815$2,166,408$217,408$43,482iApproximate average salary by contribution assumption: employee only about $1,087,040 at 4% or $724,693 at 6%; with 50% employer match about $724,693 at 4% or $483,129 at 6%; with 100% employer match about $543,520 at 4% or $362,347 at 6%.
Compass Asset Management LLC 401(K) Profit Sharing Plan-5$2,166,408$217,408$43,482iApproximate average salary by contribution assumption: employee only about $1,087,040 at 4% or $724,693 at 6%; with 50% employer match about $724,693 at 4% or $483,129 at 6%; with 100% employer match about $543,520 at 4% or $362,347 at 6%.
201715$2,241,998$203,416$40,683iApproximate average salary by contribution assumption: employee only about $1,017,080 at 4% or $678,053 at 6%; with 50% employer match about $678,053 at 4% or $452,036 at 6%; with 100% employer match about $508,540 at 4% or $339,027 at 6%.
Compass Asset Management LLC 401(K) Profit Sharing Plan-5$2,241,998$203,416$40,683iApproximate average salary by contribution assumption: employee only about $1,017,080 at 4% or $678,053 at 6%; with 50% employer match about $678,053 at 4% or $452,036 at 6%; with 100% employer match about $508,540 at 4% or $339,027 at 6%.
201614$1,776,747$148,692$37,173iApproximate average salary by contribution assumption: employee only about $929,325 at 4% or $619,550 at 6%; with 50% employer match about $619,550 at 4% or $413,033 at 6%; with 100% employer match about $464,663 at 4% or $309,775 at 6%.
Compass Asset Management LLC 401(K) Profit Sharing Plan-4$1,776,747$148,692$37,173iApproximate average salary by contribution assumption: employee only about $929,325 at 4% or $619,550 at 6%; with 50% employer match about $619,550 at 4% or $413,033 at 6%; with 100% employer match about $464,663 at 4% or $309,775 at 6%.
201514$1,417,715$147,553$36,888iApproximate average salary by contribution assumption: employee only about $922,206 at 4% or $614,804 at 6%; with 50% employer match about $614,804 at 4% or $409,869 at 6%; with 100% employer match about $461,103 at 4% or $307,402 at 6%.
Compass Asset Management LLC 401(K) Profit Sharing Plan-4$1,417,715$147,553$36,888iApproximate average salary by contribution assumption: employee only about $922,206 at 4% or $614,804 at 6%; with 50% employer match about $614,804 at 4% or $409,869 at 6%; with 100% employer match about $461,103 at 4% or $307,402 at 6%.
201414$1,311,543$143,266$35,817iApproximate average salary by contribution assumption: employee only about $895,413 at 4% or $596,942 at 6%; with 50% employer match about $596,942 at 4% or $397,961 at 6%; with 100% employer match about $447,706 at 4% or $298,471 at 6%.
Compass Asset Management LLC 401(K) Profit Sharing Plan-4$1,311,543$143,266$35,817iApproximate average salary by contribution assumption: employee only about $895,413 at 4% or $596,942 at 6%; with 50% employer match about $596,942 at 4% or $397,961 at 6%; with 100% employer match about $447,706 at 4% or $298,471 at 6%.
201314$1,049,518$139,292$34,823iApproximate average salary by contribution assumption: employee only about $870,575 at 4% or $580,383 at 6%; with 50% employer match about $580,383 at 4% or $386,922 at 6%; with 100% employer match about $435,288 at 4% or $290,192 at 6%.
Compass Asset Management LLC 401(K) Profit Sharing Plan-4$1,049,518$139,292$34,823iApproximate average salary by contribution assumption: employee only about $870,575 at 4% or $580,383 at 6%; with 50% employer match about $580,383 at 4% or $386,922 at 6%; with 100% employer match about $435,288 at 4% or $290,192 at 6%.
201214$691,431$107,824$26,956iApproximate average salary by contribution assumption: employee only about $673,900 at 4% or $449,267 at 6%; with 50% employer match about $449,267 at 4% or $299,511 at 6%; with 100% employer match about $336,950 at 4% or $224,633 at 6%.
Compass Asset Management LLC 401(K) Profit Sharing Plan-4$691,431$107,824$26,956iApproximate average salary by contribution assumption: employee only about $673,900 at 4% or $449,267 at 6%; with 50% employer match about $449,267 at 4% or $299,511 at 6%; with 100% employer match about $336,950 at 4% or $224,633 at 6%.
201114$507,575$97,595$24,399iApproximate average salary by contribution assumption: employee only about $609,969 at 4% or $406,646 at 6%; with 50% employer match about $406,646 at 4% or $271,097 at 6%; with 100% employer match about $304,984 at 4% or $203,323 at 6%.
Compass Asset Management LLC 401(K) Profit Sharing Plan-4$507,575$97,595$24,399iApproximate average salary by contribution assumption: employee only about $609,969 at 4% or $406,646 at 6%; with 50% employer match about $406,646 at 4% or $271,097 at 6%; with 100% employer match about $304,984 at 4% or $203,323 at 6%.
201014$394,498$91,606$22,902iApproximate average salary by contribution assumption: employee only about $572,538 at 4% or $381,692 at 6%; with 50% employer match about $381,692 at 4% or $254,461 at 6%; with 100% employer match about $286,269 at 4% or $190,846 at 6%.
Compass Asset Management LLC 401(K) Profit Sharing Plan-4$394,498$91,606$22,902iApproximate average salary by contribution assumption: employee only about $572,538 at 4% or $381,692 at 6%; with 50% employer match about $381,692 at 4% or $254,461 at 6%; with 100% employer match about $286,269 at 4% or $190,846 at 6%.
200914$229,134$86,681$21,670iApproximate average salary by contribution assumption: employee only about $541,756 at 4% or $361,171 at 6%; with 50% employer match about $361,171 at 4% or $240,781 at 6%; with 100% employer match about $270,878 at 4% or $180,585 at 6%.
Compass Asset Management LLC 401(K) Profit Sharing Plan-4$229,134$86,681$21,670iApproximate average salary by contribution assumption: employee only about $541,756 at 4% or $361,171 at 6%; with 50% employer match about $361,171 at 4% or $240,781 at 6%; with 100% employer match about $270,878 at 4% or $180,585 at 6%.
200813$131,544$79,776$26,592iApproximate average salary by contribution assumption: employee only about $664,800 at 4% or $443,200 at 6%; with 50% employer match about $443,200 at 4% or $295,467 at 6%; with 100% employer match about $332,400 at 4% or $221,600 at 6%.
Compass Asset Management LLC 401(K) Profit Sharing Plan-3$131,544$79,776$26,592iApproximate average salary by contribution assumption: employee only about $664,800 at 4% or $443,200 at 6%; with 50% employer match about $443,200 at 4% or $295,467 at 6%; with 100% employer match about $332,400 at 4% or $221,600 at 6%.
200722$82,754$82,724$41,362iApproximate average salary by contribution assumption: employee only about $1,034,050 at 4% or $689,367 at 6%; with 50% employer match about $689,367 at 4% or $459,578 at 6%; with 100% employer match about $517,025 at 4% or $344,683 at 6%.
Compass Asset Management LLC 401(K) Profit Sharing Plan-2$82,754$82,724$41,362iApproximate average salary by contribution assumption: employee only about $1,034,050 at 4% or $689,367 at 6%; with 50% employer match about $689,367 at 4% or $459,578 at 6%; with 100% employer match about $517,025 at 4% or $344,683 at 6%.
Compass Asset Management Defined Benefit Pension Plan-0---
200613$1,789,544$132,069$44,023iApproximate average salary by contribution assumption: employee only about $1,100,575 at 4% or $733,717 at 6%; with 50% employer match about $733,717 at 4% or $489,144 at 6%; with 100% employer match about $550,288 at 4% or $366,858 at 6%.
Compass Asset Management Defined Benefit Pension Plan-3$1,789,544$132,069$44,023iApproximate average salary by contribution assumption: employee only about $1,100,575 at 4% or $733,717 at 6%; with 50% employer match about $733,717 at 4% or $489,144 at 6%; with 100% employer match about $550,288 at 4% or $366,858 at 6%.
200514$1,455,382$87,459$21,865iApproximate average salary by contribution assumption: employee only about $546,619 at 4% or $364,413 at 6%; with 50% employer match about $364,413 at 4% or $242,942 at 6%; with 100% employer match about $273,309 at 4% or $182,206 at 6%.
Compass Asset Management Defined Benefit Pension Plan-4$1,455,382$87,459$21,865iApproximate average salary by contribution assumption: employee only about $546,619 at 4% or $364,413 at 6%; with 50% employer match about $364,413 at 4% or $242,942 at 6%; with 100% employer match about $273,309 at 4% or $182,206 at 6%.
200414$1,250,621$93,110$23,278iApproximate average salary by contribution assumption: employee only about $581,938 at 4% or $387,958 at 6%; with 50% employer match about $387,958 at 4% or $258,639 at 6%; with 100% employer match about $290,969 at 4% or $193,979 at 6%.
Compass Asset Management Defined Benefit Pension Plan-4$1,250,621$93,110$23,278iApproximate average salary by contribution assumption: employee only about $581,938 at 4% or $387,958 at 6%; with 50% employer match about $387,958 at 4% or $258,639 at 6%; with 100% employer match about $290,969 at 4% or $193,979 at 6%.
200314$1,022,784$181,924$45,481iApproximate average salary by contribution assumption: employee only about $1,137,025 at 4% or $758,017 at 6%; with 50% employer match about $758,017 at 4% or $505,344 at 6%; with 100% employer match about $568,513 at 4% or $379,008 at 6%.
Compass Asset Management Defined Benefit Pension Plan-4$1,022,784$181,924$45,481iApproximate average salary by contribution assumption: employee only about $1,137,025 at 4% or $758,017 at 6%; with 50% employer match about $758,017 at 4% or $505,344 at 6%; with 100% employer match about $568,513 at 4% or $379,008 at 6%.
200214$590,858$145,097$36,274iApproximate average salary by contribution assumption: employee only about $906,856 at 4% or $604,571 at 6%; with 50% employer match about $604,571 at 4% or $403,047 at 6%; with 100% employer match about $453,428 at 4% or $302,285 at 6%.
Compass Asset Management Defined Benefit Pension Plan-4$590,858$145,097$36,274iApproximate average salary by contribution assumption: employee only about $906,856 at 4% or $604,571 at 6%; with 50% employer match about $604,571 at 4% or $403,047 at 6%; with 100% employer match about $453,428 at 4% or $302,285 at 6%.
200114$0$0-
Compass Asset Management Defined Benefit Pension Plan-4---
200013$394,117$88,943$29,648iApproximate average salary by contribution assumption: employee only about $741,192 at 4% or $494,128 at 6%; with 50% employer match about $494,128 at 4% or $329,419 at 6%; with 100% employer match about $370,596 at 4% or $247,064 at 6%.
Compass Asset Management Defined Benefit Pension Plan-3$394,117$88,943$29,648iApproximate average salary by contribution assumption: employee only about $741,192 at 4% or $494,128 at 6%; with 50% employer match about $494,128 at 4% or $329,419 at 6%; with 100% employer match about $370,596 at 4% or $247,064 at 6%.
199913$259,414$91,969$30,656iApproximate average salary by contribution assumption: employee only about $766,408 at 4% or $510,939 at 6%; with 50% employer match about $510,939 at 4% or $340,626 at 6%; with 100% employer match about $383,204 at 4% or $255,469 at 6%.
Compass Asset Management Defined Benefit Pension Plan-3$259,414$91,969$30,656iApproximate average salary by contribution assumption: employee only about $766,408 at 4% or $510,939 at 6%; with 50% employer match about $510,939 at 4% or $340,626 at 6%; with 100% employer match about $383,204 at 4% or $255,469 at 6%.