Compass Management & Consulting, In
Plan context: Compass Management 401(K) Plan
EIN 59-3562049 • Jacksonville, FL • 18 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
15
2024 Assets
$1,302,085
2024 Contributions
$103,698
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 | 15 | $1,302,085 | $103,698 | $6,913iApproximate average salary by contribution assumption: employee only about $172,830 at 4% or $115,220 at 6%; with 50% employer match about $115,220 at 4% or $76,813 at 6%; with 100% employer match about $86,415 at 4% or $57,610 at 6%. |
| Compass Management 401(K) Plan | - | 15 | $1,302,085 | $103,698 | $6,913iApproximate average salary by contribution assumption: employee only about $172,830 at 4% or $115,220 at 6%; with 50% employer match about $115,220 at 4% or $76,813 at 6%; with 100% employer match about $86,415 at 4% or $57,610 at 6%. |
| 2023 | 1 | 28 | $1,060,001 | $96,802 | $3,457iApproximate average salary by contribution assumption: employee only about $86,430 at 4% or $57,620 at 6%; with 50% employer match about $57,620 at 4% or $38,413 at 6%; with 100% employer match about $43,215 at 4% or $28,810 at 6%. |
| Compass Management 401(K) Plan | - | 28 | $1,060,001 | $96,802 | $3,457iApproximate average salary by contribution assumption: employee only about $86,430 at 4% or $57,620 at 6%; with 50% employer match about $57,620 at 4% or $38,413 at 6%; with 100% employer match about $43,215 at 4% or $28,810 at 6%. |
| 2022 | 1 | 28 | $863,446 | $73,564 | $2,627iApproximate average salary by contribution assumption: employee only about $65,682 at 4% or $43,788 at 6%; with 50% employer match about $43,788 at 4% or $29,192 at 6%; with 100% employer match about $32,841 at 4% or $21,894 at 6%. |
| Compass Management 401(K) Plan | - | 28 | $863,446 | $73,564 | $2,627iApproximate average salary by contribution assumption: employee only about $65,682 at 4% or $43,788 at 6%; with 50% employer match about $43,788 at 4% or $29,192 at 6%; with 100% employer match about $32,841 at 4% or $21,894 at 6%. |
| 2021 | 1 | 26 | $1,044,544 | $66,900 | $2,573iApproximate average salary by contribution assumption: employee only about $64,327 at 4% or $42,885 at 6%; with 50% employer match about $42,885 at 4% or $28,590 at 6%; with 100% employer match about $32,163 at 4% or $21,442 at 6%. |
| Compass Management 401(K) Plan | - | 26 | $1,044,544 | $66,900 | $2,573iApproximate average salary by contribution assumption: employee only about $64,327 at 4% or $42,885 at 6%; with 50% employer match about $42,885 at 4% or $28,590 at 6%; with 100% employer match about $32,163 at 4% or $21,442 at 6%. |
| 2020 | 1 | 27 | $890,872 | $72,086 | $2,670iApproximate average salary by contribution assumption: employee only about $66,746 at 4% or $44,498 at 6%; with 50% employer match about $44,498 at 4% or $29,665 at 6%; with 100% employer match about $33,373 at 4% or $22,249 at 6%. |
| Compass Management 401(K) Plan | - | 27 | $890,872 | $72,086 | $2,670iApproximate average salary by contribution assumption: employee only about $66,746 at 4% or $44,498 at 6%; with 50% employer match about $44,498 at 4% or $29,665 at 6%; with 100% employer match about $33,373 at 4% or $22,249 at 6%. |
| 2019 | 1 | 26 | $723,462 | $79,453 | $3,056iApproximate average salary by contribution assumption: employee only about $76,397 at 4% or $50,931 at 6%; with 50% employer match about $50,931 at 4% or $33,954 at 6%; with 100% employer match about $38,199 at 4% or $25,466 at 6%. |
| Compass Management 401(K) Plan | - | 26 | $723,462 | $79,453 | $3,056iApproximate average salary by contribution assumption: employee only about $76,397 at 4% or $50,931 at 6%; with 50% employer match about $50,931 at 4% or $33,954 at 6%; with 100% employer match about $38,199 at 4% or $25,466 at 6%. |
| 2018 | 1 | 29 | $607,888 | $97,327 | $3,356iApproximate average salary by contribution assumption: employee only about $83,903 at 4% or $55,935 at 6%; with 50% employer match about $55,935 at 4% or $37,290 at 6%; with 100% employer match about $41,951 at 4% or $27,968 at 6%. |
| Compass Management 401(K) Plan | - | 29 | $607,888 | $97,327 | $3,356iApproximate average salary by contribution assumption: employee only about $83,903 at 4% or $55,935 at 6%; with 50% employer match about $55,935 at 4% or $37,290 at 6%; with 100% employer match about $41,951 at 4% or $27,968 at 6%. |
| 2017 | 1 | 34 | $951,332 | $142,590 | $4,194iApproximate average salary by contribution assumption: employee only about $104,846 at 4% or $69,897 at 6%; with 50% employer match about $69,897 at 4% or $46,598 at 6%; with 100% employer match about $52,423 at 4% or $34,949 at 6%. |
| Compass Management 401(K) Plan | - | 34 | $951,332 | $142,590 | $4,194iApproximate average salary by contribution assumption: employee only about $104,846 at 4% or $69,897 at 6%; with 50% employer match about $69,897 at 4% or $46,598 at 6%; with 100% employer match about $52,423 at 4% or $34,949 at 6%. |
| 2016 | 1 | 28 | $728,417 | $107,980 | $3,856iApproximate average salary by contribution assumption: employee only about $96,411 at 4% or $64,274 at 6%; with 50% employer match about $64,274 at 4% or $42,849 at 6%; with 100% employer match about $48,205 at 4% or $32,137 at 6%. |
| Compass Management 401(K) Plan | - | 28 | $728,417 | $107,980 | $3,856iApproximate average salary by contribution assumption: employee only about $96,411 at 4% or $64,274 at 6%; with 50% employer match about $64,274 at 4% or $42,849 at 6%; with 100% employer match about $48,205 at 4% or $32,137 at 6%. |
| 2015 | 1 | 24 | $600,854 | $79,602 | $3,317iApproximate average salary by contribution assumption: employee only about $82,919 at 4% or $55,279 at 6%; with 50% employer match about $55,279 at 4% or $36,853 at 6%; with 100% employer match about $41,459 at 4% or $27,640 at 6%. |
| Compass Management 401(K) Plan | - | 24 | $600,854 | $79,602 | $3,317iApproximate average salary by contribution assumption: employee only about $82,919 at 4% or $55,279 at 6%; with 50% employer match about $55,279 at 4% or $36,853 at 6%; with 100% employer match about $41,459 at 4% or $27,640 at 6%. |
| 2014 | 1 | 24 | $589,177 | $65,480 | $2,728iApproximate average salary by contribution assumption: employee only about $68,208 at 4% or $45,472 at 6%; with 50% employer match about $45,472 at 4% or $30,315 at 6%; with 100% employer match about $34,104 at 4% or $22,736 at 6%. |
| Compass Management 401(K) Plan | - | 24 | $589,177 | $65,480 | $2,728iApproximate average salary by contribution assumption: employee only about $68,208 at 4% or $45,472 at 6%; with 50% employer match about $45,472 at 4% or $30,315 at 6%; with 100% employer match about $34,104 at 4% or $22,736 at 6%. |
| 2013 | 1 | 30 | $565,073 | $90,365 | $3,012iApproximate average salary by contribution assumption: employee only about $75,304 at 4% or $50,203 at 6%; with 50% employer match about $50,203 at 4% or $33,469 at 6%; with 100% employer match about $37,652 at 4% or $25,101 at 6%. |
| Compass Management 401(K) Plan | - | 30 | $565,073 | $90,365 | $3,012iApproximate average salary by contribution assumption: employee only about $75,304 at 4% or $50,203 at 6%; with 50% employer match about $50,203 at 4% or $33,469 at 6%; with 100% employer match about $37,652 at 4% or $25,101 at 6%. |
| 2012 | 1 | 23 | $422,440 | $103,687 | $4,508iApproximate average salary by contribution assumption: employee only about $112,703 at 4% or $75,136 at 6%; with 50% employer match about $75,136 at 4% or $50,090 at 6%; with 100% employer match about $56,352 at 4% or $37,568 at 6%. |
| Compass Management 401(K) Plan | - | 23 | $422,440 | $103,687 | $4,508iApproximate average salary by contribution assumption: employee only about $112,703 at 4% or $75,136 at 6%; with 50% employer match about $75,136 at 4% or $50,090 at 6%; with 100% employer match about $56,352 at 4% or $37,568 at 6%. |
| 2011 | 1 | 23 | $334,976 | $94,709 | $4,118iApproximate average salary by contribution assumption: employee only about $102,945 at 4% or $68,630 at 6%; with 50% employer match about $68,630 at 4% or $45,753 at 6%; with 100% employer match about $51,472 at 4% or $34,315 at 6%. |
| Compass Management 401(K) Plan | - | 23 | $334,976 | $94,709 | $4,118iApproximate average salary by contribution assumption: employee only about $102,945 at 4% or $68,630 at 6%; with 50% employer match about $68,630 at 4% or $45,753 at 6%; with 100% employer match about $51,472 at 4% or $34,315 at 6%. |
| 2010 | 1 | 19 | $270,720 | $84,955 | $4,471iApproximate average salary by contribution assumption: employee only about $111,783 at 4% or $74,522 at 6%; with 50% employer match about $74,522 at 4% or $49,681 at 6%; with 100% employer match about $55,891 at 4% or $37,261 at 6%. |
| Compass Management 401(K) Plan | - | 19 | $270,720 | $84,955 | $4,471iApproximate average salary by contribution assumption: employee only about $111,783 at 4% or $74,522 at 6%; with 50% employer match about $74,522 at 4% or $49,681 at 6%; with 100% employer match about $55,891 at 4% or $37,261 at 6%. |
| 2009 | 1 | 17 | $181,840 | $70,465 | $4,145iApproximate average salary by contribution assumption: employee only about $103,625 at 4% or $69,083 at 6%; with 50% employer match about $69,083 at 4% or $46,056 at 6%; with 100% employer match about $51,813 at 4% or $34,542 at 6%. |
| Compass Management 401(K) Plan | - | 17 | $181,840 | $70,465 | $4,145iApproximate average salary by contribution assumption: employee only about $103,625 at 4% or $69,083 at 6%; with 50% employer match about $69,083 at 4% or $46,056 at 6%; with 100% employer match about $51,813 at 4% or $34,542 at 6%. |
| 2008 | 1 | 13 | $87,166 | $54,956 | $4,227iApproximate average salary by contribution assumption: employee only about $105,685 at 4% or $70,456 at 6%; with 50% employer match about $70,456 at 4% or $46,971 at 6%; with 100% employer match about $52,842 at 4% or $35,228 at 6%. |
| Compass Management 401(K) Plan | - | 13 | $87,166 | $54,956 | $4,227iApproximate average salary by contribution assumption: employee only about $105,685 at 4% or $70,456 at 6%; with 50% employer match about $70,456 at 4% or $46,971 at 6%; with 100% employer match about $52,842 at 4% or $35,228 at 6%. |
| 2007 | 1 | 11 | $62,243 | $62,682 | $5,698iApproximate average salary by contribution assumption: employee only about $142,459 at 4% or $94,973 at 6%; with 50% employer match about $94,973 at 4% or $63,315 at 6%; with 100% employer match about $71,230 at 4% or $47,486 at 6%. |
| Compass Management 401(K) Plan | - | 11 | $62,243 | $62,682 | $5,698iApproximate average salary by contribution assumption: employee only about $142,459 at 4% or $94,973 at 6%; with 50% employer match about $94,973 at 4% or $63,315 at 6%; with 100% employer match about $71,230 at 4% or $47,486 at 6%. |