Civic Intelligence

Compass Financial Partners LLC

Plan context: Compass Financial Partners Retirement Savings Plan

EIN 48-1263240 • Greensboro, NC • 9 filings • 1 plans

701 Green Valley Road, Suite 308Greensboro, NC 27408
Current Snapshot

Latest Year

2020

2020 Participants

13

2020 Assets

$868,610

2020 Contributions

$353,825

Historical Graphs

Total Assets Over Time

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

$868,610$434,305$0201220162019YearValue
$868,610Latest year 2019

Participants Over Time

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

1580201220162019YearValue
13Latest year 2019

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
202010$0$0-
Compass Financial Partners Retirement Savings Plan-0$0$0-
2019113$868,610$353,825$27,217iApproximate average salary by contribution assumption: employee only about $680,433 at 4% or $453,622 at 6%; with 50% employer match about $453,622 at 4% or $302,415 at 6%; with 100% employer match about $340,216 at 4% or $226,811 at 6%.
Compass Financial Partners Retirement Savings Plan-13$868,610$353,825$27,217iApproximate average salary by contribution assumption: employee only about $680,433 at 4% or $453,622 at 6%; with 50% employer match about $453,622 at 4% or $302,415 at 6%; with 100% employer match about $340,216 at 4% or $226,811 at 6%.
2018115$448,731$129,092$8,606iApproximate average salary by contribution assumption: employee only about $215,153 at 4% or $143,436 at 6%; with 50% employer match about $143,436 at 4% or $95,624 at 6%; with 100% employer match about $107,577 at 4% or $71,718 at 6%.
Compass Financial Partners Retirement Savings Plan-15$448,731$129,092$8,606iApproximate average salary by contribution assumption: employee only about $215,153 at 4% or $143,436 at 6%; with 50% employer match about $143,436 at 4% or $95,624 at 6%; with 100% employer match about $107,577 at 4% or $71,718 at 6%.
2017112$420,669$108,162$9,014iApproximate average salary by contribution assumption: employee only about $225,338 at 4% or $150,225 at 6%; with 50% employer match about $150,225 at 4% or $100,150 at 6%; with 100% employer match about $112,669 at 4% or $75,113 at 6%.
Compass Financial Partners Retirement Savings Plan-12$420,669$108,162$9,014iApproximate average salary by contribution assumption: employee only about $225,338 at 4% or $150,225 at 6%; with 50% employer match about $150,225 at 4% or $100,150 at 6%; with 100% employer match about $112,669 at 4% or $75,113 at 6%.
2016111$252,841$117,924$10,720iApproximate average salary by contribution assumption: employee only about $268,009 at 4% or $178,673 at 6%; with 50% employer match about $178,673 at 4% or $119,115 at 6%; with 100% employer match about $134,005 at 4% or $89,336 at 6%.
Compass Financial Partners Retirement Savings Plan-11$252,841$117,924$10,720iApproximate average salary by contribution assumption: employee only about $268,009 at 4% or $178,673 at 6%; with 50% employer match about $178,673 at 4% or $119,115 at 6%; with 100% employer match about $134,005 at 4% or $89,336 at 6%.
201519$194,685$102,561$11,396iApproximate average salary by contribution assumption: employee only about $284,892 at 4% or $189,928 at 6%; with 50% employer match about $189,928 at 4% or $126,619 at 6%; with 100% employer match about $142,446 at 4% or $94,964 at 6%.
Compass Financial Partners Retirement Savings Plan-9$194,685$102,561$11,396iApproximate average salary by contribution assumption: employee only about $284,892 at 4% or $189,928 at 6%; with 50% employer match about $189,928 at 4% or $126,619 at 6%; with 100% employer match about $142,446 at 4% or $94,964 at 6%.
201417$197,572$80,277$11,468iApproximate average salary by contribution assumption: employee only about $286,704 at 4% or $191,136 at 6%; with 50% employer match about $191,136 at 4% or $127,424 at 6%; with 100% employer match about $143,352 at 4% or $95,568 at 6%.
Compass Financial Partners Retirement Savings Plan-7$197,572$80,277$11,468iApproximate average salary by contribution assumption: employee only about $286,704 at 4% or $191,136 at 6%; with 50% employer match about $191,136 at 4% or $127,424 at 6%; with 100% employer match about $143,352 at 4% or $95,568 at 6%.
201317$111,716$53,692$7,670iApproximate average salary by contribution assumption: employee only about $191,757 at 4% or $127,838 at 6%; with 50% employer match about $127,838 at 4% or $85,225 at 6%; with 100% employer match about $95,879 at 4% or $63,919 at 6%.
Compass Financial Partners Retirement Savings Plan-7$111,716$53,692$7,670iApproximate average salary by contribution assumption: employee only about $191,757 at 4% or $127,838 at 6%; with 50% employer match about $127,838 at 4% or $85,225 at 6%; with 100% employer match about $95,879 at 4% or $63,919 at 6%.
201216$53,303$52,626$8,771iApproximate average salary by contribution assumption: employee only about $219,275 at 4% or $146,183 at 6%; with 50% employer match about $146,183 at 4% or $97,456 at 6%; with 100% employer match about $109,638 at 4% or $73,092 at 6%.
Compass Financial Partners Retirement Savings Plan-6$53,303$52,626$8,771iApproximate average salary by contribution assumption: employee only about $219,275 at 4% or $146,183 at 6%; with 50% employer match about $146,183 at 4% or $97,456 at 6%; with 100% employer match about $109,638 at 4% or $73,092 at 6%.