Civic Intelligence

Compass Management LLC

Plan context: Compass Holding 401(K) Plan

EIN 26-2291213 • 7 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

130

2024 Assets

$5,898,281

2024 Contributions

$878,901

Historical Graphs

Total Assets Over Time

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

$5,898,281$2,949,141$0201820212024YearValue
$5,898,281Latest year 2024

Participants Over Time

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

161810201820212024YearValue
130Latest 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
20241130$5,898,281$878,901$6,761iApproximate average salary by contribution assumption: employee only about $169,019 at 4% or $112,680 at 6%; with 50% employer match about $112,680 at 4% or $75,120 at 6%; with 100% employer match about $84,510 at 4% or $56,340 at 6%.
Compass Holding 401(K) Plan-130$5,898,281$878,901$6,761iApproximate average salary by contribution assumption: employee only about $169,019 at 4% or $112,680 at 6%; with 50% employer match about $112,680 at 4% or $75,120 at 6%; with 100% employer match about $84,510 at 4% or $56,340 at 6%.
20231158$4,759,102$847,142$5,362iApproximate average salary by contribution assumption: employee only about $134,041 at 4% or $89,361 at 6%; with 50% employer match about $89,361 at 4% or $59,574 at 6%; with 100% employer match about $67,021 at 4% or $44,680 at 6%.
Compass Holding 401(K) Plan-158$4,759,102$847,142$5,362iApproximate average salary by contribution assumption: employee only about $134,041 at 4% or $89,361 at 6%; with 50% employer match about $89,361 at 4% or $59,574 at 6%; with 100% employer match about $67,021 at 4% or $44,680 at 6%.
20221134$3,611,364$959,094$7,157iApproximate average salary by contribution assumption: employee only about $178,935 at 4% or $119,290 at 6%; with 50% employer match about $119,290 at 4% or $79,527 at 6%; with 100% employer match about $89,468 at 4% or $59,645 at 6%.
Compass Holding 401(K) Plan-134$3,611,364$959,094$7,157iApproximate average salary by contribution assumption: employee only about $178,935 at 4% or $119,290 at 6%; with 50% employer match about $119,290 at 4% or $79,527 at 6%; with 100% employer match about $89,468 at 4% or $59,645 at 6%.
20211132$3,532,462$1,073,420$8,132iApproximate average salary by contribution assumption: employee only about $203,299 at 4% or $135,533 at 6%; with 50% employer match about $135,533 at 4% or $90,355 at 6%; with 100% employer match about $101,650 at 4% or $67,766 at 6%.
Compass Holding 401(K) Plan-132$3,532,462$1,073,420$8,132iApproximate average salary by contribution assumption: employee only about $203,299 at 4% or $135,533 at 6%; with 50% employer match about $135,533 at 4% or $90,355 at 6%; with 100% employer match about $101,650 at 4% or $67,766 at 6%.
20201161$2,307,170$804,568$4,997iApproximate average salary by contribution assumption: employee only about $124,933 at 4% or $83,289 at 6%; with 50% employer match about $83,289 at 4% or $55,526 at 6%; with 100% employer match about $62,466 at 4% or $41,644 at 6%.
Compass Holding 401(K) Plan-161$2,307,170$804,568$4,997iApproximate average salary by contribution assumption: employee only about $124,933 at 4% or $83,289 at 6%; with 50% employer match about $83,289 at 4% or $55,526 at 6%; with 100% employer match about $62,466 at 4% or $41,644 at 6%.
20191131$1,339,193$819,837$6,258iApproximate average salary by contribution assumption: employee only about $156,457 at 4% or $104,305 at 6%; with 50% employer match about $104,305 at 4% or $69,537 at 6%; with 100% employer match about $78,229 at 4% or $52,152 at 6%.
Compass Holding 401(K) Plan-131$1,339,193$819,837$6,258iApproximate average salary by contribution assumption: employee only about $156,457 at 4% or $104,305 at 6%; with 50% employer match about $104,305 at 4% or $69,537 at 6%; with 100% employer match about $78,229 at 4% or $52,152 at 6%.
20181131$448,192$505,641$3,860iApproximate average salary by contribution assumption: employee only about $96,496 at 4% or $64,331 at 6%; with 50% employer match about $64,331 at 4% or $42,887 at 6%; with 100% employer match about $48,248 at 4% or $32,165 at 6%.
Compass Holding 401(K) Plan-131$448,192$505,641$3,860iApproximate average salary by contribution assumption: employee only about $96,496 at 4% or $64,331 at 6%; with 50% employer match about $64,331 at 4% or $42,887 at 6%; with 100% employer match about $48,248 at 4% or $32,165 at 6%.