Civic Intelligence

Compak Asset Management

Plan context: Compak Asset Management 401K Plan

EIN 33-0883156 • Newport Beach, CA • 28 filings • 4 plans

1801 Dove StreetNewport Beach, CA 92660
Current Snapshot

Latest Year

2024

2024 Participants

28

2024 Assets

$8,597,000

2024 Contributions

$679,919

Historical Graphs

Total Assets Over Time

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

$8,597,000$4,298,500$0199920132024YearValue
$8,597,000Latest year 2024

Participants Over Time

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

28140199920122024YearValue
28Latest 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
2024128$8,597,000$679,919$24,283iApproximate average salary by contribution assumption: employee only about $607,071 at 4% or $404,714 at 6%; with 50% employer match about $404,714 at 4% or $269,809 at 6%; with 100% employer match about $303,535 at 4% or $202,357 at 6%.
Compak Asset Management 401K Plan-28$8,597,000$679,919$24,283iApproximate average salary by contribution assumption: employee only about $607,071 at 4% or $404,714 at 6%; with 50% employer match about $404,714 at 4% or $269,809 at 6%; with 100% employer match about $303,535 at 4% or $202,357 at 6%.
2023126$6,560,533$619,196$23,815iApproximate average salary by contribution assumption: employee only about $595,381 at 4% or $396,921 at 6%; with 50% employer match about $396,921 at 4% or $264,614 at 6%; with 100% employer match about $297,690 at 4% or $198,460 at 6%.
Compak Asset Management 401K Plan-26$6,560,533$619,196$23,815iApproximate average salary by contribution assumption: employee only about $595,381 at 4% or $396,921 at 6%; with 50% employer match about $396,921 at 4% or $264,614 at 6%; with 100% employer match about $297,690 at 4% or $198,460 at 6%.
2022126$5,027,917$550,680$21,180iApproximate average salary by contribution assumption: employee only about $529,500 at 4% or $353,000 at 6%; with 50% employer match about $353,000 at 4% or $235,333 at 6%; with 100% employer match about $264,750 at 4% or $176,500 at 6%.
Compak Asset Management 401K Plan-26$5,027,917$550,680$21,180iApproximate average salary by contribution assumption: employee only about $529,500 at 4% or $353,000 at 6%; with 50% employer match about $353,000 at 4% or $235,333 at 6%; with 100% employer match about $264,750 at 4% or $176,500 at 6%.
2021123$5,544,851$230,991$10,043iApproximate average salary by contribution assumption: employee only about $251,077 at 4% or $167,385 at 6%; with 50% employer match about $167,385 at 4% or $111,590 at 6%; with 100% employer match about $125,539 at 4% or $83,692 at 6%.
Compak Asset Management 401K Plan-23$5,544,851$230,991$10,043iApproximate average salary by contribution assumption: employee only about $251,077 at 4% or $167,385 at 6%; with 50% employer match about $167,385 at 4% or $111,590 at 6%; with 100% employer match about $125,539 at 4% or $83,692 at 6%.
2020124$4,766,127$185,301$7,721iApproximate average salary by contribution assumption: employee only about $193,022 at 4% or $128,681 at 6%; with 50% employer match about $128,681 at 4% or $85,788 at 6%; with 100% employer match about $96,511 at 4% or $64,341 at 6%.
Compak Asset Management 401K Plan-24$4,766,127$185,301$7,721iApproximate average salary by contribution assumption: employee only about $193,022 at 4% or $128,681 at 6%; with 50% employer match about $128,681 at 4% or $85,788 at 6%; with 100% employer match about $96,511 at 4% or $64,341 at 6%.
2019124$3,945,826$155,653$6,486iApproximate average salary by contribution assumption: employee only about $162,139 at 4% or $108,092 at 6%; with 50% employer match about $108,092 at 4% or $72,062 at 6%; with 100% employer match about $81,069 at 4% or $54,046 at 6%.
Compak Asset Management 401K Plan-24$3,945,826$155,653$6,486iApproximate average salary by contribution assumption: employee only about $162,139 at 4% or $108,092 at 6%; with 50% employer match about $108,092 at 4% or $72,062 at 6%; with 100% employer match about $81,069 at 4% or $54,046 at 6%.
2018125$3,467,496$140,000$5,600iApproximate average salary by contribution assumption: employee only about $140,000 at 4% or $93,333 at 6%; with 50% employer match about $93,333 at 4% or $62,222 at 6%; with 100% employer match about $70,000 at 4% or $46,667 at 6%.
Compak Asset Management 401K Plan-25$3,467,496$140,000$5,600iApproximate average salary by contribution assumption: employee only about $140,000 at 4% or $93,333 at 6%; with 50% employer match about $93,333 at 4% or $62,222 at 6%; with 100% employer match about $70,000 at 4% or $46,667 at 6%.
2017126$3,439,131$139,522$5,366iApproximate average salary by contribution assumption: employee only about $134,156 at 4% or $89,437 at 6%; with 50% employer match about $89,437 at 4% or $59,625 at 6%; with 100% employer match about $67,078 at 4% or $44,719 at 6%.
Compak Asset Management 401K Plan-26$3,439,131$139,522$5,366iApproximate average salary by contribution assumption: employee only about $134,156 at 4% or $89,437 at 6%; with 50% employer match about $89,437 at 4% or $59,625 at 6%; with 100% employer match about $67,078 at 4% or $44,719 at 6%.
2016125$3,015,579$178,671$7,147iApproximate average salary by contribution assumption: employee only about $178,671 at 4% or $119,114 at 6%; with 50% employer match about $119,114 at 4% or $79,409 at 6%; with 100% employer match about $89,336 at 4% or $59,557 at 6%.
Compak Asset Management 401K Plan-25$3,015,579$178,671$7,147iApproximate average salary by contribution assumption: employee only about $178,671 at 4% or $119,114 at 6%; with 50% employer match about $119,114 at 4% or $79,409 at 6%; with 100% employer match about $89,336 at 4% or $59,557 at 6%.
2015127$2,820,476$255,211$9,452iApproximate average salary by contribution assumption: employee only about $236,306 at 4% or $157,538 at 6%; with 50% employer match about $157,538 at 4% or $105,025 at 6%; with 100% employer match about $118,153 at 4% or $78,769 at 6%.
Compak Asset Management 401K Plan-27$2,820,476$255,211$9,452iApproximate average salary by contribution assumption: employee only about $236,306 at 4% or $157,538 at 6%; with 50% employer match about $157,538 at 4% or $105,025 at 6%; with 100% employer match about $118,153 at 4% or $78,769 at 6%.
2014127$2,611,561$655,892$24,292iApproximate average salary by contribution assumption: employee only about $607,307 at 4% or $404,872 at 6%; with 50% employer match about $404,872 at 4% or $269,914 at 6%; with 100% employer match about $303,654 at 4% or $202,436 at 6%.
Compak Asset Management 401K Plan-27$2,611,561$655,892$24,292iApproximate average salary by contribution assumption: employee only about $607,307 at 4% or $404,872 at 6%; with 50% employer match about $404,872 at 4% or $269,914 at 6%; with 100% employer match about $303,654 at 4% or $202,436 at 6%.
2013127$1,926,619$117,512$4,352iApproximate average salary by contribution assumption: employee only about $108,807 at 4% or $72,538 at 6%; with 50% employer match about $72,538 at 4% or $48,359 at 6%; with 100% employer match about $54,404 at 4% or $36,269 at 6%.
Compak Asset Management 401K Plan-27$1,926,619$117,512$4,352iApproximate average salary by contribution assumption: employee only about $108,807 at 4% or $72,538 at 6%; with 50% employer match about $72,538 at 4% or $48,359 at 6%; with 100% employer match about $54,404 at 4% or $36,269 at 6%.
2012121$1,662,438$182,994$8,714iApproximate average salary by contribution assumption: employee only about $217,850 at 4% or $145,233 at 6%; with 50% employer match about $145,233 at 4% or $96,822 at 6%; with 100% employer match about $108,925 at 4% or $72,617 at 6%.
Compak Asset Management 401K Plan-21$1,662,438$182,994$8,714iApproximate average salary by contribution assumption: employee only about $217,850 at 4% or $145,233 at 6%; with 50% employer match about $145,233 at 4% or $96,822 at 6%; with 100% employer match about $108,925 at 4% or $72,617 at 6%.
2011221$1,349,745$251,012$11,953iApproximate average salary by contribution assumption: employee only about $298,824 at 4% or $199,216 at 6%; with 50% employer match about $199,216 at 4% or $132,811 at 6%; with 100% employer match about $149,412 at 4% or $99,608 at 6%.
Compak Asset Management 401K Plan-21$1,349,745$251,012$11,953iApproximate average salary by contribution assumption: employee only about $298,824 at 4% or $199,216 at 6%; with 50% employer match about $199,216 at 4% or $132,811 at 6%; with 100% employer match about $149,412 at 4% or $99,608 at 6%.
Compak Trading Co. Defined Benefit Pension Plan and Trust-0---
2010121$1,165,771$283,356$13,493iApproximate average salary by contribution assumption: employee only about $337,329 at 4% or $224,886 at 6%; with 50% employer match about $224,886 at 4% or $149,924 at 6%; with 100% employer match about $168,664 at 4% or $112,443 at 6%.
Compak Asset Management 401K Plan-21$1,165,771$283,356$13,493iApproximate average salary by contribution assumption: employee only about $337,329 at 4% or $224,886 at 6%; with 50% employer match about $224,886 at 4% or $149,924 at 6%; with 100% employer match about $168,664 at 4% or $112,443 at 6%.
2009120$814,594$276,406$13,820iApproximate average salary by contribution assumption: employee only about $345,508 at 4% or $230,338 at 6%; with 50% employer match about $230,338 at 4% or $153,559 at 6%; with 100% employer match about $172,754 at 4% or $115,169 at 6%.
Compak Asset Management 401K Plan-20$814,594$276,406$13,820iApproximate average salary by contribution assumption: employee only about $345,508 at 4% or $230,338 at 6%; with 50% employer match about $230,338 at 4% or $153,559 at 6%; with 100% employer match about $172,754 at 4% or $115,169 at 6%.
2008122$482,455$232,843$10,584iApproximate average salary by contribution assumption: employee only about $264,594 at 4% or $176,396 at 6%; with 50% employer match about $176,396 at 4% or $117,597 at 6%; with 100% employer match about $132,297 at 4% or $88,198 at 6%.
Compak Asset Management 401K Plan-22$482,455$232,843$10,584iApproximate average salary by contribution assumption: employee only about $264,594 at 4% or $176,396 at 6%; with 50% employer match about $176,396 at 4% or $117,597 at 6%; with 100% employer match about $132,297 at 4% or $88,198 at 6%.
2007120$0$0-
Compak Asset Management 401K Plan-20---
2006218$2,823,613$592,286$32,905iApproximate average salary by contribution assumption: employee only about $822,619 at 4% or $548,413 at 6%; with 50% employer match about $548,413 at 4% or $365,609 at 6%; with 100% employer match about $411,310 at 4% or $274,206 at 6%.
Compak Trading Co. Defined Benefit Pension Plan and Trust-16$2,654,822$430,000$26,875iApproximate average salary by contribution assumption: employee only about $671,875 at 4% or $447,917 at 6%; with 50% employer match about $447,917 at 4% or $298,611 at 6%; with 100% employer match about $335,938 at 4% or $223,958 at 6%.
Compak Asset Management 401K Plan-18$168,791$162,286$9,016iApproximate average salary by contribution assumption: employee only about $225,397 at 4% or $150,265 at 6%; with 50% employer match about $150,265 at 4% or $100,177 at 6%; with 100% employer match about $112,699 at 4% or $75,132 at 6%.
2005112$1,961,354$410,803$34,234iApproximate average salary by contribution assumption: employee only about $855,840 at 4% or $570,560 at 6%; with 50% employer match about $570,560 at 4% or $380,373 at 6%; with 100% employer match about $427,920 at 4% or $285,280 at 6%.
Compak Trading Co. Defined Benefit Pension Plan and Trust-12$1,961,354$410,803$34,234iApproximate average salary by contribution assumption: employee only about $855,840 at 4% or $570,560 at 6%; with 50% employer match about $570,560 at 4% or $380,373 at 6%; with 100% employer match about $427,920 at 4% or $285,280 at 6%.
200418$1,417,131$315,000$39,375iApproximate average salary by contribution assumption: employee only about $984,375 at 4% or $656,250 at 6%; with 50% employer match about $656,250 at 4% or $437,500 at 6%; with 100% employer match about $492,188 at 4% or $328,125 at 6%.
Compak Trading Co. Defined Benefit Pension Plan and Trust-8$1,417,131$315,000$39,375iApproximate average salary by contribution assumption: employee only about $984,375 at 4% or $656,250 at 6%; with 50% employer match about $656,250 at 4% or $437,500 at 6%; with 100% employer match about $492,188 at 4% or $328,125 at 6%.
200319$993,007$287,346$31,927iApproximate average salary by contribution assumption: employee only about $798,183 at 4% or $532,122 at 6%; with 50% employer match about $532,122 at 4% or $354,748 at 6%; with 100% employer match about $399,092 at 4% or $266,061 at 6%.
Compak Trading Co. Defined Benefit Pension Plan and Trust-9$993,007$287,346$31,927iApproximate average salary by contribution assumption: employee only about $798,183 at 4% or $532,122 at 6%; with 50% employer match about $532,122 at 4% or $354,748 at 6%; with 100% employer match about $399,092 at 4% or $266,061 at 6%.
2002110$656,174$245,352$24,535iApproximate average salary by contribution assumption: employee only about $613,380 at 4% or $408,920 at 6%; with 50% employer match about $408,920 at 4% or $272,613 at 6%; with 100% employer match about $306,690 at 4% or $204,460 at 6%.
Compak Trading Co. Defined Benefit Pension Plan and Trust-10$656,174$245,352$24,535iApproximate average salary by contribution assumption: employee only about $613,380 at 4% or $408,920 at 6%; with 50% employer match about $408,920 at 4% or $272,613 at 6%; with 100% employer match about $306,690 at 4% or $204,460 at 6%.
200117$0$0-
Compak Trading Co. Defined Benefit Pension Plan and Trust-7---
200014$266,563$116,000$29,000iApproximate average salary by contribution assumption: employee only about $725,000 at 4% or $483,333 at 6%; with 50% employer match about $483,333 at 4% or $322,222 at 6%; with 100% employer match about $362,500 at 4% or $241,667 at 6%.
Compak Trading Co. Defined Benefit Pension Plan and Trust-4$266,563$116,000$29,000iApproximate average salary by contribution assumption: employee only about $725,000 at 4% or $483,333 at 6%; with 50% employer match about $483,333 at 4% or $322,222 at 6%; with 100% employer match about $362,500 at 4% or $241,667 at 6%.
199913$223,918$97,829$32,610iApproximate average salary by contribution assumption: employee only about $815,242 at 4% or $543,494 at 6%; with 50% employer match about $543,494 at 4% or $362,330 at 6%; with 100% employer match about $407,621 at 4% or $271,747 at 6%.
Compak Trading Co. Defined Benefit Pension Plan and Trust-3$223,918$97,829$32,610iApproximate average salary by contribution assumption: employee only about $815,242 at 4% or $543,494 at 6%; with 50% employer match about $543,494 at 4% or $362,330 at 6%; with 100% employer match about $407,621 at 4% or $271,747 at 6%.