Civic Intelligence

The Compass Wealth Group LLC

Plan context: The Compass Wealth Group LLC 401(K) Plan

EIN 45-3678078 • Colorado Springs, CO • 14 filings • 1 plans

455 E Pikes Peak AvenueColorado Springs, CO 80903
Current Snapshot

Latest Year

2025

2025 Participants

9

2025 Assets

$3,256,396

2025 Contributions

$248,179

Historical Graphs

Total Assets Over Time

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

$3,256,396$1,628,198$0201220192025YearValue
$3,256,396Latest year 2025

Participants Over Time

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

950201220192025YearValue
9Latest 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
202519$3,256,396$248,179$27,575iApproximate average salary by contribution assumption: employee only about $689,386 at 4% or $459,591 at 6%; with 50% employer match about $459,591 at 4% or $306,394 at 6%; with 100% employer match about $344,693 at 4% or $229,795 at 6%.
The Compass Wealth Group LLC 401(K) Plan-9$3,256,396$248,179$27,575iApproximate average salary by contribution assumption: employee only about $689,386 at 4% or $459,591 at 6%; with 50% employer match about $459,591 at 4% or $306,394 at 6%; with 100% employer match about $344,693 at 4% or $229,795 at 6%.
202419$2,698,532$237,589$26,399iApproximate average salary by contribution assumption: employee only about $659,969 at 4% or $439,980 at 6%; with 50% employer match about $439,980 at 4% or $293,320 at 6%; with 100% employer match about $329,985 at 4% or $219,990 at 6%.
The Compass Wealth Group LLC 401(K) Plan-9$2,698,532$237,589$26,399iApproximate average salary by contribution assumption: employee only about $659,969 at 4% or $439,980 at 6%; with 50% employer match about $439,980 at 4% or $293,320 at 6%; with 100% employer match about $329,985 at 4% or $219,990 at 6%.
202318$2,112,631$231,332$28,917iApproximate average salary by contribution assumption: employee only about $722,913 at 4% or $481,942 at 6%; with 50% employer match about $481,942 at 4% or $321,294 at 6%; with 100% employer match about $361,456 at 4% or $240,971 at 6%.
The Compass Wealth Group LLC 401(K) Plan-8$2,112,631$231,332$28,917iApproximate average salary by contribution assumption: employee only about $722,913 at 4% or $481,942 at 6%; with 50% employer match about $481,942 at 4% or $321,294 at 6%; with 100% employer match about $361,456 at 4% or $240,971 at 6%.
202219$1,596,989$215,028$23,892iApproximate average salary by contribution assumption: employee only about $597,300 at 4% or $398,200 at 6%; with 50% employer match about $398,200 at 4% or $265,467 at 6%; with 100% employer match about $298,650 at 4% or $199,100 at 6%.
The Compass Wealth Group LLC 401(K) Plan-9$1,596,989$215,028$23,892iApproximate average salary by contribution assumption: employee only about $597,300 at 4% or $398,200 at 6%; with 50% employer match about $398,200 at 4% or $265,467 at 6%; with 100% employer match about $298,650 at 4% or $199,100 at 6%.
202117$1,674,396$201,765$28,824iApproximate average salary by contribution assumption: employee only about $720,589 at 4% or $480,393 at 6%; with 50% employer match about $480,393 at 4% or $320,262 at 6%; with 100% employer match about $360,295 at 4% or $240,196 at 6%.
The Compass Wealth Group LLC 401(K) Plan-7$1,674,396$201,765$28,824iApproximate average salary by contribution assumption: employee only about $720,589 at 4% or $480,393 at 6%; with 50% employer match about $480,393 at 4% or $320,262 at 6%; with 100% employer match about $360,295 at 4% or $240,196 at 6%.
202017$1,203,888$177,758$25,394iApproximate average salary by contribution assumption: employee only about $634,850 at 4% or $423,233 at 6%; with 50% employer match about $423,233 at 4% or $282,156 at 6%; with 100% employer match about $317,425 at 4% or $211,617 at 6%.
The Compass Wealth Group LLC 401(K) Plan-7$1,203,888$177,758$25,394iApproximate average salary by contribution assumption: employee only about $634,850 at 4% or $423,233 at 6%; with 50% employer match about $423,233 at 4% or $282,156 at 6%; with 100% employer match about $317,425 at 4% or $211,617 at 6%.
201917$915,351$299,249$42,750iApproximate average salary by contribution assumption: employee only about $1,068,746 at 4% or $712,498 at 6%; with 50% employer match about $712,498 at 4% or $474,998 at 6%; with 100% employer match about $534,373 at 4% or $356,249 at 6%.
The Compass Wealth Group LLC 401(K) Plan-7$915,351$299,249$42,750iApproximate average salary by contribution assumption: employee only about $1,068,746 at 4% or $712,498 at 6%; with 50% employer match about $712,498 at 4% or $474,998 at 6%; with 100% employer match about $534,373 at 4% or $356,249 at 6%.
201817$623,387$99,054$14,151iApproximate average salary by contribution assumption: employee only about $353,764 at 4% or $235,843 at 6%; with 50% employer match about $235,843 at 4% or $157,229 at 6%; with 100% employer match about $176,882 at 4% or $117,921 at 6%.
The Compass Wealth Group LLC 401(K) Plan-7$623,387$99,054$14,151iApproximate average salary by contribution assumption: employee only about $353,764 at 4% or $235,843 at 6%; with 50% employer match about $235,843 at 4% or $157,229 at 6%; with 100% employer match about $176,882 at 4% or $117,921 at 6%.
201716$578,084$91,443$15,241iApproximate average salary by contribution assumption: employee only about $381,013 at 4% or $254,008 at 6%; with 50% employer match about $254,008 at 4% or $169,339 at 6%; with 100% employer match about $190,506 at 4% or $127,004 at 6%.
The Compass Wealth Group LLC 401(K) Plan-6$578,084$91,443$15,241iApproximate average salary by contribution assumption: employee only about $381,013 at 4% or $254,008 at 6%; with 50% employer match about $254,008 at 4% or $169,339 at 6%; with 100% employer match about $190,506 at 4% or $127,004 at 6%.
201614$409,330$328,059$82,015iApproximate average salary by contribution assumption: employee only about $2,050,369 at 4% or $1,366,913 at 6%; with 50% employer match about $1,366,913 at 4% or $911,275 at 6%; with 100% employer match about $1,025,184 at 4% or $683,456 at 6%.
The Compass Wealth Group LLC 401(K) Plan-4$409,330$328,059$82,015iApproximate average salary by contribution assumption: employee only about $2,050,369 at 4% or $1,366,913 at 6%; with 50% employer match about $1,366,913 at 4% or $911,275 at 6%; with 100% employer match about $1,025,184 at 4% or $683,456 at 6%.
201514$63,409$52,661$13,165iApproximate average salary by contribution assumption: employee only about $329,131 at 4% or $219,421 at 6%; with 50% employer match about $219,421 at 4% or $146,281 at 6%; with 100% employer match about $164,566 at 4% or $109,710 at 6%.
The Compass Wealth Group LLC 401(K) Plan-4$63,409$52,661$13,165iApproximate average salary by contribution assumption: employee only about $329,131 at 4% or $219,421 at 6%; with 50% employer match about $219,421 at 4% or $146,281 at 6%; with 100% employer match about $164,566 at 4% or $109,710 at 6%.
201411$13,522$5,626$5,626iApproximate average salary by contribution assumption: employee only about $140,650 at 4% or $93,767 at 6%; with 50% employer match about $93,767 at 4% or $62,511 at 6%; with 100% employer match about $70,325 at 4% or $46,883 at 6%.
The Compass Wealth Group LLC 401(K) Plan-1$13,522$5,626$5,626iApproximate average salary by contribution assumption: employee only about $140,650 at 4% or $93,767 at 6%; with 50% employer match about $93,767 at 4% or $62,511 at 6%; with 100% employer match about $70,325 at 4% or $46,883 at 6%.
201311$7,484$5,682$5,682iApproximate average salary by contribution assumption: employee only about $142,050 at 4% or $94,700 at 6%; with 50% employer match about $94,700 at 4% or $63,133 at 6%; with 100% employer match about $71,025 at 4% or $47,350 at 6%.
The Compass Wealth Group LLC 401(K) Plan-1$7,484$5,682$5,682iApproximate average salary by contribution assumption: employee only about $142,050 at 4% or $94,700 at 6%; with 50% employer match about $94,700 at 4% or $63,133 at 6%; with 100% employer match about $71,025 at 4% or $47,350 at 6%.
201211$2,389$5,531$5,531iApproximate average salary by contribution assumption: employee only about $138,275 at 4% or $92,183 at 6%; with 50% employer match about $92,183 at 4% or $61,456 at 6%; with 100% employer match about $69,138 at 4% or $46,092 at 6%.
The Compass Wealth Group LLC 401(K) Plan-1$2,389$5,531$5,531iApproximate average salary by contribution assumption: employee only about $138,275 at 4% or $92,183 at 6%; with 50% employer match about $92,183 at 4% or $61,456 at 6%; with 100% employer match about $69,138 at 4% or $46,092 at 6%.