Compass Financial Planning Services Inc.
Plan context: Compass Financial Planning Services Inc. Solo 401K Plan
EIN 75-3080444 • Orland Park, IL • 7 filings • 1 plans
Current Snapshot
Latest Year
2019
2019 Participants
2
2019 Assets
$854,150
2019 Contributions
$36,750
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 2 | $854,150 | $0 | - |
| Compass Financial Planning Services Inc. Solo 401K Plan | - | 2 | $854,150 | $0 | - |
| 2018 | 1 | 2 | $748,439 | $0 | - |
| Compass Financial Planning Services Inc. Solo 401K Plan | - | 2 | $748,439 | $0 | - |
| 2017 | 1 | 2 | $780,895 | $0 | - |
| Compass Financial Planning Services Inc. Solo 401K Plan | - | 2 | $780,895 | $0 | - |
| 2016 | 1 | 2 | $691,312 | $36,750 | $18,375iApproximate average salary by contribution assumption: employee only about $459,375 at 4% or $306,250 at 6%; with 50% employer match about $306,250 at 4% or $204,167 at 6%; with 100% employer match about $229,688 at 4% or $153,125 at 6%. |
| Compass Financial Planning Services Inc. Solo 401K Plan | - | 2 | $691,312 | $36,750 | $18,375iApproximate average salary by contribution assumption: employee only about $459,375 at 4% or $306,250 at 6%; with 50% employer match about $306,250 at 4% or $204,167 at 6%; with 100% employer match about $229,688 at 4% or $153,125 at 6%. |
| 2015 | 1 | 2 | $598,539 | $70,000 | $35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%. |
| Compass Financial Planning Services Inc. Solo 401K Plan | - | 2 | $598,539 | $70,000 | $35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%. |
| 2014 | 1 | 2 | $538,505 | $70,500 | $35,250iApproximate average salary by contribution assumption: employee only about $881,250 at 4% or $587,500 at 6%; with 50% employer match about $587,500 at 4% or $391,667 at 6%; with 100% employer match about $440,625 at 4% or $293,750 at 6%. |
| Compass Financial Planning Services Inc. Solo 401K Plan | - | 2 | $538,505 | $70,500 | $35,250iApproximate average salary by contribution assumption: employee only about $881,250 at 4% or $587,500 at 6%; with 50% employer match about $587,500 at 4% or $391,667 at 6%; with 100% employer match about $440,625 at 4% or $293,750 at 6%. |
| 2013 | 1 | 2 | $451,506 | $66,250 | $33,125iApproximate average salary by contribution assumption: employee only about $828,125 at 4% or $552,083 at 6%; with 50% employer match about $552,083 at 4% or $368,056 at 6%; with 100% employer match about $414,063 at 4% or $276,042 at 6%. |
| Compass Financial Planning Services Inc. Solo 401K Plan | - | 2 | $451,506 | $66,250 | $33,125iApproximate average salary by contribution assumption: employee only about $828,125 at 4% or $552,083 at 6%; with 50% employer match about $552,083 at 4% or $368,056 at 6%; with 100% employer match about $414,063 at 4% or $276,042 at 6%. |