Civic Intelligence

COMPASS WEALTH MANAGEMENT, LLC

Plan context: COMPASS WEALTH MANAGEMENT, LLC 401 (K) PROFIT SHARING PLAN

EIN 35-2676843 • Guilford, CT • 4 filings • 1 plans

10 Water StreetGuilford, CT 06437
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$2,512,085

2025 Contributions

$196,618

Historical Graphs

Total Assets Over Time

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

$2,512,085$1,256,043$0202220242025YearValue
$2,512,085Latest year 2025

Participants Over Time

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

530202220242025YearValue
5Latest year 2025

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
202515$2,512,085$196,618$39,324iApproximate average salary by contribution assumption: employee only about $983,090 at 4% or $655,393 at 6%; with 50% employer match about $655,393 at 4% or $436,929 at 6%; with 100% employer match about $491,545 at 4% or $327,697 at 6%.
COMPASS WEALTH MANAGEMENT, LLC 401 (K) PROFIT SHARING PLAN-5$2,512,085$196,618$39,324iApproximate average salary by contribution assumption: employee only about $983,090 at 4% or $655,393 at 6%; with 50% employer match about $655,393 at 4% or $436,929 at 6%; with 100% employer match about $491,545 at 4% or $327,697 at 6%.
202415$2,065,133$355,289$71,058iApproximate average salary by contribution assumption: employee only about $1,776,445 at 4% or $1,184,297 at 6%; with 50% employer match about $1,184,297 at 4% or $789,531 at 6%; with 100% employer match about $888,223 at 4% or $592,148 at 6%.
COMPASS WEALTH MANAGEMENT, LLC 401 (K) PROFIT SHARING PLAN-5$2,065,133$355,289$71,058iApproximate average salary by contribution assumption: employee only about $1,776,445 at 4% or $1,184,297 at 6%; with 50% employer match about $1,184,297 at 4% or $789,531 at 6%; with 100% employer match about $888,223 at 4% or $592,148 at 6%.
202314$1,561,007$140,656$35,164iApproximate average salary by contribution assumption: employee only about $879,100 at 4% or $586,067 at 6%; with 50% employer match about $586,067 at 4% or $390,711 at 6%; with 100% employer match about $439,550 at 4% or $293,033 at 6%.
COMPASS WEALTH MANAGEMENT, LLC 401 (K) PROFIT SHARING PLAN-4$1,561,007$140,656$35,164iApproximate average salary by contribution assumption: employee only about $879,100 at 4% or $586,067 at 6%; with 50% employer match about $586,067 at 4% or $390,711 at 6%; with 100% employer match about $439,550 at 4% or $293,033 at 6%.
202214$1,234,821$141,635$35,409iApproximate average salary by contribution assumption: employee only about $885,219 at 4% or $590,146 at 6%; with 50% employer match about $590,146 at 4% or $393,431 at 6%; with 100% employer match about $442,609 at 4% or $295,073 at 6%.
COMPASS WEALTH MANAGEMENT, LLC 401 (K) PROFIT SHARING PLAN-4$1,234,821$141,635$35,409iApproximate average salary by contribution assumption: employee only about $885,219 at 4% or $590,146 at 6%; with 50% employer match about $590,146 at 4% or $393,431 at 6%; with 100% employer match about $442,609 at 4% or $295,073 at 6%.