Civic Intelligence

Compass Benefit Planning LLC

Plan context: Compass Benefit Planning LLC 401(K) Plan

EIN 20-3375572 • Melville, NY • 7 filings • 1 plans

1800 Walt Whitman RoadSuite 160Melville, NY 11747
Current Snapshot

Latest Year

2020

2020 Participants

4

2020 Assets

$1,048,157

2020 Contributions

$40,152

Historical Graphs

Total Assets Over Time

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

$1,048,157$524,079$0201420172020YearValue
$1,048,157Latest year 2020

Participants Over Time

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

1050201420172020YearValue
4Latest year 2020

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
202014$1,048,157$40,152$10,038iApproximate average salary by contribution assumption: employee only about $250,950 at 4% or $167,300 at 6%; with 50% employer match about $167,300 at 4% or $111,533 at 6%; with 100% employer match about $125,475 at 4% or $83,650 at 6%.
Compass Benefit Planning LLC 401(K) Plan-4$1,048,157$40,152$10,038iApproximate average salary by contribution assumption: employee only about $250,950 at 4% or $167,300 at 6%; with 50% employer match about $167,300 at 4% or $111,533 at 6%; with 100% employer match about $125,475 at 4% or $83,650 at 6%.
201914$893,928$36,954$9,239iApproximate average salary by contribution assumption: employee only about $230,963 at 4% or $153,975 at 6%; with 50% employer match about $153,975 at 4% or $102,650 at 6%; with 100% employer match about $115,481 at 4% or $76,988 at 6%.
Compass Benefit Planning LLC 401(K) Plan-4$893,928$36,954$9,239iApproximate average salary by contribution assumption: employee only about $230,963 at 4% or $153,975 at 6%; with 50% employer match about $153,975 at 4% or $102,650 at 6%; with 100% employer match about $115,481 at 4% or $76,988 at 6%.
201815$745,003$40,035$8,007iApproximate average salary by contribution assumption: employee only about $200,175 at 4% or $133,450 at 6%; with 50% employer match about $133,450 at 4% or $88,967 at 6%; with 100% employer match about $100,088 at 4% or $66,725 at 6%.
Compass Benefit Planning LLC 401(K) Plan-5$745,003$40,035$8,007iApproximate average salary by contribution assumption: employee only about $200,175 at 4% or $133,450 at 6%; with 50% employer match about $133,450 at 4% or $88,967 at 6%; with 100% employer match about $100,088 at 4% or $66,725 at 6%.
201716$752,758$42,601$7,100iApproximate average salary by contribution assumption: employee only about $177,504 at 4% or $118,336 at 6%; with 50% employer match about $118,336 at 4% or $78,891 at 6%; with 100% employer match about $88,752 at 4% or $59,168 at 6%.
Compass Benefit Planning LLC 401(K) Plan-6$752,758$42,601$7,100iApproximate average salary by contribution assumption: employee only about $177,504 at 4% or $118,336 at 6%; with 50% employer match about $118,336 at 4% or $78,891 at 6%; with 100% employer match about $88,752 at 4% or $59,168 at 6%.
201616$630,378$44,290$7,382iApproximate average salary by contribution assumption: employee only about $184,542 at 4% or $123,028 at 6%; with 50% employer match about $123,028 at 4% or $82,019 at 6%; with 100% employer match about $92,271 at 4% or $61,514 at 6%.
Compass Benefit Planning LLC 401(K) Plan-6$630,378$44,290$7,382iApproximate average salary by contribution assumption: employee only about $184,542 at 4% or $123,028 at 6%; with 50% employer match about $123,028 at 4% or $82,019 at 6%; with 100% employer match about $92,271 at 4% or $61,514 at 6%.
201519$560,073$64,847$7,205iApproximate average salary by contribution assumption: employee only about $180,131 at 4% or $120,087 at 6%; with 50% employer match about $120,087 at 4% or $80,058 at 6%; with 100% employer match about $90,065 at 4% or $60,044 at 6%.
Compass Benefit Planning LLC 401(K) Plan-9$560,073$64,847$7,205iApproximate average salary by contribution assumption: employee only about $180,131 at 4% or $120,087 at 6%; with 50% employer match about $120,087 at 4% or $80,058 at 6%; with 100% employer match about $90,065 at 4% or $60,044 at 6%.
2014110$716,863$718,585$71,859iApproximate average salary by contribution assumption: employee only about $1,796,463 at 4% or $1,197,642 at 6%; with 50% employer match about $1,197,642 at 4% or $798,428 at 6%; with 100% employer match about $898,231 at 4% or $598,821 at 6%.
Compass Benefit Planning LLC 401(K) Plan-10$716,863$718,585$71,859iApproximate average salary by contribution assumption: employee only about $1,796,463 at 4% or $1,197,642 at 6%; with 50% employer match about $1,197,642 at 4% or $798,428 at 6%; with 100% employer match about $898,231 at 4% or $598,821 at 6%.