Civic Intelligence

Compass Rose Investments LLC

Plan context: Compass Rose Investments LLC 401(K) Plan

EIN 45-1353663 • Portsmouth, NH • 11 filings • 1 plans

110 Chapel StreetPortsmouth, NH 03801
Current Snapshot

Latest Year

2021

2021 Participants

4

2021 Assets

$1,210,361

2021 Contributions

$62,259

Historical Graphs

Total Assets Over Time

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

$1,210,361$605,181$0201120162020YearValue
$1,210,361Latest year 2020

Participants Over Time

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

420201120162020YearValue
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
202110$0$62,259-
Compass Rose Investments LLC 401(K) Plan-0$0$62,259-
202014$1,210,361$93,791$23,448iApproximate average salary by contribution assumption: employee only about $586,194 at 4% or $390,796 at 6%; with 50% employer match about $390,796 at 4% or $260,531 at 6%; with 100% employer match about $293,097 at 4% or $195,398 at 6%.
Compass Rose Investments LLC 401(K) Plan-4$1,210,361$93,791$23,448iApproximate average salary by contribution assumption: employee only about $586,194 at 4% or $390,796 at 6%; with 50% employer match about $390,796 at 4% or $260,531 at 6%; with 100% employer match about $293,097 at 4% or $195,398 at 6%.
201913$833,549$76,776$25,592iApproximate average salary by contribution assumption: employee only about $639,800 at 4% or $426,533 at 6%; with 50% employer match about $426,533 at 4% or $284,356 at 6%; with 100% employer match about $319,900 at 4% or $213,267 at 6%.
Compass Rose Investments LLC 401(K) Plan-3$833,549$76,776$25,592iApproximate average salary by contribution assumption: employee only about $639,800 at 4% or $426,533 at 6%; with 50% employer match about $426,533 at 4% or $284,356 at 6%; with 100% employer match about $319,900 at 4% or $213,267 at 6%.
201813$648,417$82,070$27,357iApproximate average salary by contribution assumption: employee only about $683,917 at 4% or $455,944 at 6%; with 50% employer match about $455,944 at 4% or $303,963 at 6%; with 100% employer match about $341,958 at 4% or $227,972 at 6%.
Compass Rose Investments LLC 401(K) Plan-3$648,417$82,070$27,357iApproximate average salary by contribution assumption: employee only about $683,917 at 4% or $455,944 at 6%; with 50% employer match about $455,944 at 4% or $303,963 at 6%; with 100% employer match about $341,958 at 4% or $227,972 at 6%.
201713$576,673$75,893$25,298iApproximate average salary by contribution assumption: employee only about $632,442 at 4% or $421,628 at 6%; with 50% employer match about $421,628 at 4% or $281,085 at 6%; with 100% employer match about $316,221 at 4% or $210,814 at 6%.
Compass Rose Investments LLC 401(K) Plan-3$576,673$75,893$25,298iApproximate average salary by contribution assumption: employee only about $632,442 at 4% or $421,628 at 6%; with 50% employer match about $421,628 at 4% or $281,085 at 6%; with 100% employer match about $316,221 at 4% or $210,814 at 6%.
201614$379,600$71,617$17,904iApproximate average salary by contribution assumption: employee only about $447,606 at 4% or $298,404 at 6%; with 50% employer match about $298,404 at 4% or $198,936 at 6%; with 100% employer match about $223,803 at 4% or $149,202 at 6%.
Compass Rose Investments LLC 401(K) Plan-4$379,600$71,617$17,904iApproximate average salary by contribution assumption: employee only about $447,606 at 4% or $298,404 at 6%; with 50% employer match about $298,404 at 4% or $198,936 at 6%; with 100% employer match about $223,803 at 4% or $149,202 at 6%.
201514$304,671$75,702$18,926iApproximate average salary by contribution assumption: employee only about $473,138 at 4% or $315,425 at 6%; with 50% employer match about $315,425 at 4% or $210,283 at 6%; with 100% employer match about $236,569 at 4% or $157,713 at 6%.
Compass Rose Investments LLC 401(K) Plan-4$304,671$75,702$18,926iApproximate average salary by contribution assumption: employee only about $473,138 at 4% or $315,425 at 6%; with 50% employer match about $315,425 at 4% or $210,283 at 6%; with 100% employer match about $236,569 at 4% or $157,713 at 6%.
201413$226,750$67,677$22,559iApproximate average salary by contribution assumption: employee only about $563,975 at 4% or $375,983 at 6%; with 50% employer match about $375,983 at 4% or $250,656 at 6%; with 100% employer match about $281,988 at 4% or $187,992 at 6%.
Compass Rose Investments LLC 401(K) Plan-3$226,750$67,677$22,559iApproximate average salary by contribution assumption: employee only about $563,975 at 4% or $375,983 at 6%; with 50% employer match about $375,983 at 4% or $250,656 at 6%; with 100% employer match about $281,988 at 4% or $187,992 at 6%.
201313$153,811$64,903$21,634iApproximate average salary by contribution assumption: employee only about $540,858 at 4% or $360,572 at 6%; with 50% employer match about $360,572 at 4% or $240,381 at 6%; with 100% employer match about $270,429 at 4% or $180,286 at 6%.
Compass Rose Investments LLC 401(K) Plan-3$153,811$64,903$21,634iApproximate average salary by contribution assumption: employee only about $540,858 at 4% or $360,572 at 6%; with 50% employer match about $360,572 at 4% or $240,381 at 6%; with 100% employer match about $270,429 at 4% or $180,286 at 6%.
201213$79,605$65,210$21,737iApproximate average salary by contribution assumption: employee only about $543,417 at 4% or $362,278 at 6%; with 50% employer match about $362,278 at 4% or $241,519 at 6%; with 100% employer match about $271,708 at 4% or $181,139 at 6%.
Compass Rose Investments LLC 401(K) Plan-3$79,605$65,210$21,737iApproximate average salary by contribution assumption: employee only about $543,417 at 4% or $362,278 at 6%; with 50% employer match about $362,278 at 4% or $241,519 at 6%; with 100% employer match about $271,708 at 4% or $181,139 at 6%.
201113$12,187$12,314$4,105iApproximate average salary by contribution assumption: employee only about $102,617 at 4% or $68,411 at 6%; with 50% employer match about $68,411 at 4% or $45,607 at 6%; with 100% employer match about $51,308 at 4% or $34,206 at 6%.
Compass Rose Investments LLC 401(K) Plan-3$12,187$12,314$4,105iApproximate average salary by contribution assumption: employee only about $102,617 at 4% or $68,411 at 6%; with 50% employer match about $68,411 at 4% or $45,607 at 6%; with 100% employer match about $51,308 at 4% or $34,206 at 6%.