Compass Asset Management LLC
Plan context: Compass Asset Management 401K
EIN 36-4129701 • 6 filings • 2 plans
Current Snapshot
Latest Year
2004
2004 Participants
8
2004 Assets
$638,729
2004 Contributions
$193,908
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2004 | 1 | 0 | $0 | $0 | - |
| Compass Asset Management 401K | - | 0 | - | - | - |
| 2003 | 1 | 8 | $638,729 | $193,908 | $24,239iApproximate average salary by contribution assumption: employee only about $605,963 at 4% or $403,975 at 6%; with 50% employer match about $403,975 at 4% or $269,317 at 6%; with 100% employer match about $302,981 at 4% or $201,988 at 6%. |
| Compass Asset Management 401K | - | 8 | $638,729 | $193,908 | $24,239iApproximate average salary by contribution assumption: employee only about $605,963 at 4% or $403,975 at 6%; with 50% employer match about $403,975 at 4% or $269,317 at 6%; with 100% employer match about $302,981 at 4% or $201,988 at 6%. |
| 2002 | 1 | 16 | $772,068 | $273,531 | $17,096iApproximate average salary by contribution assumption: employee only about $427,392 at 4% or $284,928 at 6%; with 50% employer match about $284,928 at 4% or $189,952 at 6%; with 100% employer match about $213,696 at 4% or $142,464 at 6%. |
| Compass Asset Management 401K | - | 16 | $772,068 | $273,531 | $17,096iApproximate average salary by contribution assumption: employee only about $427,392 at 4% or $284,928 at 6%; with 50% employer match about $284,928 at 4% or $189,952 at 6%; with 100% employer match about $213,696 at 4% or $142,464 at 6%. |
| 2001 | 1 | 16 | $701,519 | $392,983 | $24,561iApproximate average salary by contribution assumption: employee only about $614,036 at 4% or $409,357 at 6%; with 50% employer match about $409,357 at 4% or $272,905 at 6%; with 100% employer match about $307,018 at 4% or $204,679 at 6%. |
| Compass Asset Management 401K | - | 16 | $701,519 | $392,983 | $24,561iApproximate average salary by contribution assumption: employee only about $614,036 at 4% or $409,357 at 6%; with 50% employer match about $409,357 at 4% or $272,905 at 6%; with 100% employer match about $307,018 at 4% or $204,679 at 6%. |
| 2000 | 1 | 12 | $350,313 | $197,215 | $16,435iApproximate average salary by contribution assumption: employee only about $410,865 at 4% or $273,910 at 6%; with 50% employer match about $273,910 at 4% or $182,606 at 6%; with 100% employer match about $205,432 at 4% or $136,955 at 6%. |
| Compass Asset Management 401K | - | 12 | $350,313 | $197,215 | $16,435iApproximate average salary by contribution assumption: employee only about $410,865 at 4% or $273,910 at 6%; with 50% employer match about $273,910 at 4% or $182,606 at 6%; with 100% employer match about $205,432 at 4% or $136,955 at 6%. |
| 1999 | 1 | 12 | $217,279 | $118,482 | $9,874iApproximate average salary by contribution assumption: employee only about $246,838 at 4% or $164,558 at 6%; with 50% employer match about $164,558 at 4% or $109,706 at 6%; with 100% employer match about $123,419 at 4% or $82,279 at 6%. |
| Compass Asset Management 401K | - | 12 | $217,279 | $118,482 | $9,874iApproximate average salary by contribution assumption: employee only about $246,838 at 4% or $164,558 at 6%; with 50% employer match about $164,558 at 4% or $109,706 at 6%; with 100% employer match about $123,419 at 4% or $82,279 at 6%. |