Compass Rose Foundation Inc
Plan context: Compass Rose Foundation Inc 401(K) Profit Sharing Plan & Trust
EIN 59-0972013 • Jacksonville, FL • 20 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
64
2024 Assets
$1,985,679
2024 Contributions
$269,336
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 64 | $1,985,679 | $269,336 | $4,208iApproximate average salary by contribution assumption: employee only about $105,209 at 4% or $70,140 at 6%; with 50% employer match about $70,140 at 4% or $46,760 at 6%; with 100% employer match about $52,605 at 4% or $35,070 at 6%. |
| Compass Rose Foundation Inc 401(K) Profit Sharing Plan & Trust | - | 64 | $1,985,679 | $269,336 | $4,208iApproximate average salary by contribution assumption: employee only about $105,209 at 4% or $70,140 at 6%; with 50% employer match about $70,140 at 4% or $46,760 at 6%; with 100% employer match about $52,605 at 4% or $35,070 at 6%. |
| 2023 | 1 | 38 | $1,585,240 | $257,117 | $6,766iApproximate average salary by contribution assumption: employee only about $169,156 at 4% or $112,771 at 6%; with 50% employer match about $112,771 at 4% or $75,180 at 6%; with 100% employer match about $84,578 at 4% or $56,385 at 6%. |
| Compass Rose Foundation Inc 401(K) Profit Sharing Plan & Trust | - | 38 | $1,585,240 | $257,117 | $6,766iApproximate average salary by contribution assumption: employee only about $169,156 at 4% or $112,771 at 6%; with 50% employer match about $112,771 at 4% or $75,180 at 6%; with 100% employer match about $84,578 at 4% or $56,385 at 6%. |
| 2022 | 1 | 74 | $1,189,399 | $242,910 | $3,283iApproximate average salary by contribution assumption: employee only about $82,064 at 4% or $54,709 at 6%; with 50% employer match about $54,709 at 4% or $36,473 at 6%; with 100% employer match about $41,032 at 4% or $27,355 at 6%. |
| Compass Rose Foundation Inc 401(K) Profit Sharing Plan & Trust | - | 74 | $1,189,399 | $242,910 | $3,283iApproximate average salary by contribution assumption: employee only about $82,064 at 4% or $54,709 at 6%; with 50% employer match about $54,709 at 4% or $36,473 at 6%; with 100% employer match about $41,032 at 4% or $27,355 at 6%. |
| 2021 | 1 | 102 | $1,418,154 | $233,007 | $2,284iApproximate average salary by contribution assumption: employee only about $57,110 at 4% or $38,073 at 6%; with 50% employer match about $38,073 at 4% or $25,382 at 6%; with 100% employer match about $28,555 at 4% or $19,037 at 6%. |
| Compass Rose Foundation Inc 401(K) Profit Sharing Plan & Trust | - | 102 | $1,418,154 | $233,007 | $2,284iApproximate average salary by contribution assumption: employee only about $57,110 at 4% or $38,073 at 6%; with 50% employer match about $38,073 at 4% or $25,382 at 6%; with 100% employer match about $28,555 at 4% or $19,037 at 6%. |
| 2020 | 1 | 99 | $1,196,801 | $251,458 | $2,540iApproximate average salary by contribution assumption: employee only about $63,499 at 4% or $42,333 at 6%; with 50% employer match about $42,333 at 4% or $28,222 at 6%; with 100% employer match about $31,750 at 4% or $21,166 at 6%. |
| Compass Rose Foundation Inc 401(K) Profit Sharing Plan & Trust | - | 99 | $1,196,801 | $251,458 | $2,540iApproximate average salary by contribution assumption: employee only about $63,499 at 4% or $42,333 at 6%; with 50% employer match about $42,333 at 4% or $28,222 at 6%; with 100% employer match about $31,750 at 4% or $21,166 at 6%. |
| 2019 | 1 | 125 | $890,523 | $152,949 | $1,224iApproximate average salary by contribution assumption: employee only about $30,590 at 4% or $20,393 at 6%; with 50% employer match about $20,393 at 4% or $13,595 at 6%; with 100% employer match about $15,295 at 4% or $10,197 at 6%. |
| Compass Rose Foundation Inc 401(K) Profit Sharing Plan & Trust | - | 125 | $890,523 | $152,949 | $1,224iApproximate average salary by contribution assumption: employee only about $30,590 at 4% or $20,393 at 6%; with 50% employer match about $20,393 at 4% or $13,595 at 6%; with 100% employer match about $15,295 at 4% or $10,197 at 6%. |
| 2018 | 1 | 117 | $676,708 | $182,698 | $1,562iApproximate average salary by contribution assumption: employee only about $39,038 at 4% or $26,025 at 6%; with 50% employer match about $26,025 at 4% or $17,350 at 6%; with 100% employer match about $19,519 at 4% or $13,013 at 6%. |
| Compass Rose Foundation Inc 401(K) Profit Sharing Plan & Trust | - | 117 | $676,708 | $182,698 | $1,562iApproximate average salary by contribution assumption: employee only about $39,038 at 4% or $26,025 at 6%; with 50% employer match about $26,025 at 4% or $17,350 at 6%; with 100% employer match about $19,519 at 4% or $13,013 at 6%. |
| 2017 | 1 | 47 | $635,798 | $37,568 | $799iApproximate average salary by contribution assumption: employee only about $19,983 at 4% or $13,322 at 6%; with 50% employer match about $13,322 at 4% or $8,881 at 6%; with 100% employer match about $9,991 at 4% or $6,661 at 6%. |
| Compass Rose Foundation Inc 401(K) Profit Sharing Plan & Trust | - | 47 | $635,798 | $37,568 | $799iApproximate average salary by contribution assumption: employee only about $19,983 at 4% or $13,322 at 6%; with 50% employer match about $13,322 at 4% or $8,881 at 6%; with 100% employer match about $9,991 at 4% or $6,661 at 6%. |
| 2010 | 1 | 0 | $0 | $0 | - |
| COMPASS ROSE FOUNDATION, INC. D/B/A SOUTHWEST FLORIDA COLLEGE 403(B) PLAN | - | 0 | $0 | - | - |
| 2009 | 1 | 0 | $2,993 | $144,747 | - |
| COMPASS ROSE FOUNDATION, INC. D/B/A SOUTHWEST FLORIDA COLLEGE 403(B) PLAN | - | 0 | $2,993 | $144,747 | - |
| 2008 | 2 | 354 | $0 | $0 | - |
| COMPASS ROSE FOUNDATION HEALTHCARE | - | 354 | - | - | - |
| COMPASS ROSE FOUNDATION, INC. D/B/A SOUTHWEST FLORIDA COLLEGE 403B PLAN | - | 0 | - | - | - |
| 2007 | 2 | 286 | $0 | $0 | - |
| COMPASS ROSE FOUNDATION HEALTHCARE | - | 286 | - | - | - |
| COMPASS ROSE FOUNDATION, INC. D/B/A SOUTHWEST FLORIDA COLLEGE 403B PLAN | - | 0 | - | - | - |
| 2006 | 2 | 260 | $0 | $0 | - |
| COMPASS ROSE FOUNDATION HEALTHCARE | - | 260 | - | - | - |
| COMPASS ROSE FOUNDATION, INC. D/B/A SOUTHWEST FLORIDA COLLEGE 403B PLAN | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| COMPASS ROSE FOUNDATION, INC. D/B/A SOUTHWEST FLORIDA COLLEGE 403B PLAN | - | 0 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| COMPASS ROSE FOUNDATION, INC. D/B/A SOUTHWEST FLORIDA COLLEGE 403B PLAN | - | 0 | - | - | - |
| 2003 | 1 | 0 | $0 | $0 | - |
| COMPASS ROSE FOUNDATION, INC. D/B/A SOUTHWEST FLORIDA COLLEGE 403B PLAN | - | 0 | - | - | - |
| 2002 | 1 | 0 | $0 | $0 | - |
| COMPASS ROSE FOUNDATION, INC. D/B/A SOUTHWEST FLORIDA COLLEGE 403B PLAN | - | 0 | - | - | - |