Civic Intelligence

Wallace-Morrison Capital Advisors LLC

Plan context: COMPASS FINANCIAL ADVISORS, LLC CASH BALANCE PLAN

EIN 62-1595140 • Memphis, TN • 24 filings • 6 plans

795 Ridgelake Blvd., Suite 106Memphis, TN 38120
Current Snapshot

Latest Year

2013

2013 Participants

8

2013 Assets

$1,727,339

2013 Contributions

$3,530

Historical Graphs

Total Assets Over Time

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

$1,727,339$863,670$0199920062012YearValue
$1,727,339Latest year 2012

Participants Over Time

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

1470199920062012YearValue
8Latest year 2012

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
201310$0$3,530-
COMPASS FINANCIAL ADVISORS, LLC CASH BALANCE PLAN-0$0$3,530-
201228$1,727,339$301,772$37,722iApproximate average salary by contribution assumption: employee only about $943,038 at 4% or $628,692 at 6%; with 50% employer match about $628,692 at 4% or $419,128 at 6%; with 100% employer match about $471,519 at 4% or $314,346 at 6%.
COMPASS FINANCIAL ADVISORS, LLC CASH BALANCE PLAN-7$981,227$257,003$36,715iApproximate average salary by contribution assumption: employee only about $917,868 at 4% or $611,912 at 6%; with 50% employer match about $611,912 at 4% or $407,941 at 6%; with 100% employer match about $458,934 at 4% or $305,956 at 6%.
Wallace-Morrison Capital Advisors 401K Plan and Trust-8$746,112$44,769$5,596iApproximate average salary by contribution assumption: employee only about $139,903 at 4% or $93,269 at 6%; with 50% employer match about $93,269 at 4% or $62,179 at 6%; with 100% employer match about $69,952 at 4% or $46,634 at 6%.
201129$1,365,262$67,091$7,455iApproximate average salary by contribution assumption: employee only about $186,364 at 4% or $124,243 at 6%; with 50% employer match about $124,243 at 4% or $82,828 at 6%; with 100% employer match about $93,182 at 4% or $62,121 at 6%.
COMPASS FINANCIAL ADVISORS, LLC CASH BALANCE PLAN-9$724,140$20,000$2,222iApproximate average salary by contribution assumption: employee only about $55,556 at 4% or $37,037 at 6%; with 50% employer match about $37,037 at 4% or $24,691 at 6%; with 100% employer match about $27,778 at 4% or $18,519 at 6%.
Wallace-Morrison Capital Advisors 401K Plan and Trust-9$641,122$47,091$5,232iApproximate average salary by contribution assumption: employee only about $130,808 at 4% or $87,206 at 6%; with 50% employer match about $87,206 at 4% or $58,137 at 6%; with 100% employer match about $65,404 at 4% or $43,603 at 6%.
2010212$1,428,363$195,358$16,280iApproximate average salary by contribution assumption: employee only about $406,996 at 4% or $271,331 at 6%; with 50% employer match about $271,331 at 4% or $180,887 at 6%; with 100% employer match about $203,498 at 4% or $135,665 at 6%.
Wallace-Morrison Capital Advisors 401K Plan and Trust-12$722,643$68,608$5,717iApproximate average salary by contribution assumption: employee only about $142,933 at 4% or $95,289 at 6%; with 50% employer match about $95,289 at 4% or $63,526 at 6%; with 100% employer match about $71,467 at 4% or $47,644 at 6%.
COMPASS FINANCIAL ADVISORS, LLC CASH BALANCE PLAN-7$705,720$126,750$18,107iApproximate average salary by contribution assumption: employee only about $452,679 at 4% or $301,786 at 6%; with 50% employer match about $301,786 at 4% or $201,190 at 6%; with 100% employer match about $226,339 at 4% or $150,893 at 6%.
200929$1,158,316$187,477$20,831iApproximate average salary by contribution assumption: employee only about $520,769 at 4% or $347,180 at 6%; with 50% employer match about $347,180 at 4% or $231,453 at 6%; with 100% employer match about $260,385 at 4% or $173,590 at 6%.
Wallace-Morrison Capital Advisors 401K Plan and Trust-9$586,182$60,727$6,747iApproximate average salary by contribution assumption: employee only about $168,686 at 4% or $112,457 at 6%; with 50% employer match about $112,457 at 4% or $74,972 at 6%; with 100% employer match about $84,343 at 4% or $56,229 at 6%.
COMPASS FINANCIAL ADVISORS, LLC CASH BALANCE PLAN-8$572,134$126,750$15,844iApproximate average salary by contribution assumption: employee only about $396,094 at 4% or $264,063 at 6%; with 50% employer match about $264,063 at 4% or $176,042 at 6%; with 100% employer match about $198,047 at 4% or $132,031 at 6%.
200829$929,649$178,426$19,825iApproximate average salary by contribution assumption: employee only about $495,628 at 4% or $330,419 at 6%; with 50% employer match about $330,419 at 4% or $220,279 at 6%; with 100% employer match about $247,814 at 4% or $165,209 at 6%.
Wallace-Morrison Capital Advisors 401K Plan and Trust-9$468,584$64,222$7,136iApproximate average salary by contribution assumption: employee only about $178,394 at 4% or $118,930 at 6%; with 50% employer match about $118,930 at 4% or $79,286 at 6%; with 100% employer match about $89,197 at 4% or $59,465 at 6%.
COMPASS FINANCIAL ADVISORS, LLC CASH BALANCE PLAN-6$461,065$114,204$19,034iApproximate average salary by contribution assumption: employee only about $475,850 at 4% or $317,233 at 6%; with 50% employer match about $317,233 at 4% or $211,489 at 6%; with 100% employer match about $237,925 at 4% or $158,617 at 6%.
200728$0$0-
Wallace-Morrison Capital Advisors 401K Plan and Trust-8---
COMPASS FINANCIAL ADVISORS, LLC CASH BALANCE PLAN-6---
200626$612,514$172,301$28,717iApproximate average salary by contribution assumption: employee only about $717,921 at 4% or $478,614 at 6%; with 50% employer match about $478,614 at 4% or $319,076 at 6%; with 100% employer match about $358,960 at 4% or $239,307 at 6%.
Wallace-Morrison Capital Advisors 401K Plan and Trust-6$393,433$63,096$10,516iApproximate average salary by contribution assumption: employee only about $262,900 at 4% or $175,267 at 6%; with 50% employer match about $175,267 at 4% or $116,844 at 6%; with 100% employer match about $131,450 at 4% or $87,633 at 6%.
COMPASS FINANCIAL ADVISORS, LLC CASH BALANCE PLAN-6$219,081$109,205$18,201iApproximate average salary by contribution assumption: employee only about $455,021 at 4% or $303,347 at 6%; with 50% employer match about $303,347 at 4% or $202,231 at 6%; with 100% employer match about $227,510 at 4% or $151,674 at 6%.
200527$458,134$198,049$28,293iApproximate average salary by contribution assumption: employee only about $707,318 at 4% or $471,545 at 6%; with 50% employer match about $471,545 at 4% or $314,363 at 6%; with 100% employer match about $353,659 at 4% or $235,773 at 6%.
Wallace-Morrison Capital Advisors 401K Plan and Trust-7$348,849$88,764$12,681iApproximate average salary by contribution assumption: employee only about $317,014 at 4% or $211,343 at 6%; with 50% employer match about $211,343 at 4% or $140,895 at 6%; with 100% employer match about $158,507 at 4% or $105,671 at 6%.
COMPASS FINANCIAL ADVISORS, LLC CASH BALANCE PLAN-7$109,285$109,285$15,612iApproximate average salary by contribution assumption: employee only about $390,304 at 4% or $260,202 at 6%; with 50% employer match about $260,202 at 4% or $173,468 at 6%; with 100% employer match about $195,152 at 4% or $130,101 at 6%.
200416$243,997$60,302$10,050iApproximate average salary by contribution assumption: employee only about $251,258 at 4% or $167,506 at 6%; with 50% employer match about $167,506 at 4% or $111,670 at 6%; with 100% employer match about $125,629 at 4% or $83,753 at 6%.
Wallace-Morrison Capital Advisors 401K Plan and Trust-6$243,997$60,302$10,050iApproximate average salary by contribution assumption: employee only about $251,258 at 4% or $167,506 at 6%; with 50% employer match about $167,506 at 4% or $111,670 at 6%; with 100% employer match about $125,629 at 4% or $83,753 at 6%.
200319$179,454$42,633$4,737iApproximate average salary by contribution assumption: employee only about $118,425 at 4% or $78,950 at 6%; with 50% employer match about $78,950 at 4% or $52,633 at 6%; with 100% employer match about $59,213 at 4% or $39,475 at 6%.
Wallace-Morrison Capital Advisors 401K Plan and Trust-9$179,454$42,633$4,737iApproximate average salary by contribution assumption: employee only about $118,425 at 4% or $78,950 at 6%; with 50% employer match about $78,950 at 4% or $52,633 at 6%; with 100% employer match about $59,213 at 4% or $39,475 at 6%.
2002113$164,451$60,059$4,620iApproximate average salary by contribution assumption: employee only about $115,498 at 4% or $76,999 at 6%; with 50% employer match about $76,999 at 4% or $51,332 at 6%; with 100% employer match about $57,749 at 4% or $38,499 at 6%.
Wallace-Morrison Capital Advisors 401K Plan and Trust-13$164,451$60,059$4,620iApproximate average salary by contribution assumption: employee only about $115,498 at 4% or $76,999 at 6%; with 50% employer match about $76,999 at 4% or $51,332 at 6%; with 100% employer match about $57,749 at 4% or $38,499 at 6%.
2001113$0$0-
Wallace-Morrison Capital Advisors 401K Plan and Trust-13---
2000213$260,397$40,698$3,131iApproximate average salary by contribution assumption: employee only about $78,265 at 4% or $52,177 at 6%; with 50% employer match about $52,177 at 4% or $34,785 at 6%; with 100% employer match about $39,133 at 4% or $26,088 at 6%.
Wallace-Morrison Capital Advisors 401K Plan and Trust-13$260,397$40,698$3,131iApproximate average salary by contribution assumption: employee only about $78,265 at 4% or $52,177 at 6%; with 50% employer match about $52,177 at 4% or $34,785 at 6%; with 100% employer match about $39,133 at 4% or $26,088 at 6%.
COMPASS FINANCIAL ADVISORS FLEXIBLE BENEFITS PLAN-0---
1999114$249,640$44,970$3,212iApproximate average salary by contribution assumption: employee only about $80,304 at 4% or $53,536 at 6%; with 50% employer match about $53,536 at 4% or $35,690 at 6%; with 100% employer match about $40,152 at 4% or $26,768 at 6%.
Wallace-Morrison Capital Advisors 401K Plan and Trust-14$249,640$44,970$3,212iApproximate average salary by contribution assumption: employee only about $80,304 at 4% or $53,536 at 6%; with 50% employer match about $53,536 at 4% or $35,690 at 6%; with 100% employer match about $40,152 at 4% or $26,768 at 6%.