Civic Intelligence

Compliancemax Financial LLC

Plan context: Compliancemax Financial LLC 401(K) Plan

EIN 20-3194318 • San Diego, CA • 2 filings • 2 plans

3511 Camino Del-rio SouthSuite 307San Diego, CA 92108
Current Snapshot

Latest Year

2009

2009 Participants

20

2009 Assets

$40,022

2009 Contributions

$16,796

Historical Graphs

Total Assets Over Time

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

$40,022$20,011$02005YearValue
$40,022Latest year 2005

Participants Over Time

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

201002005YearValue
20Latest year 2005

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
200910$0$16,796-
Compliancemax Financial LLC 401(K) Plan-0-$16,796-
2005120$40,022$34,582$1,729iApproximate average salary by contribution assumption: employee only about $43,228 at 4% or $28,818 at 6%; with 50% employer match about $28,818 at 4% or $19,212 at 6%; with 100% employer match about $21,614 at 4% or $14,409 at 6%.
Compliancemax Financial LLC 401(K) Plan-20$40,022$34,582$1,729iApproximate average salary by contribution assumption: employee only about $43,228 at 4% or $28,818 at 6%; with 50% employer match about $28,818 at 4% or $19,212 at 6%; with 100% employer match about $21,614 at 4% or $14,409 at 6%.
Compliancemax Financial LLC | EIN 20-3194318 | 2009 Form 5500 Company Profile