Compass Advisors
Plan context: Compass Advisors 401K
EIN 81-0481503 • Bozeman, MT • 6 filings • 1 plans
Current Snapshot
Latest Year
2020
2020 Participants
3
2020 Assets
$40,847
2020 Contributions
$10,160
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 0 | $0 | $0 | - |
| Compass Advisors 401K | - | 0 | $0 | $0 | - |
| 2019 | 1 | 3 | $40,847 | $0 | - |
| Compass Advisors 401K | - | 3 | $40,847 | $0 | - |
| 2018 | 1 | 3 | $33,537 | $0 | - |
| Compass Advisors 401K | - | 3 | $33,537 | $0 | - |
| 2017 | 1 | 3 | $37,800 | $10,160 | $3,387iApproximate average salary by contribution assumption: employee only about $84,667 at 4% or $56,444 at 6%; with 50% employer match about $56,444 at 4% or $37,630 at 6%; with 100% employer match about $42,333 at 4% or $28,222 at 6%. |
| Compass Advisors 401K | - | 3 | $37,800 | $10,160 | $3,387iApproximate average salary by contribution assumption: employee only about $84,667 at 4% or $56,444 at 6%; with 50% employer match about $56,444 at 4% or $37,630 at 6%; with 100% employer match about $42,333 at 4% or $28,222 at 6%. |
| 2016 | 1 | 3 | $23,020 | $16,279 | $5,426iApproximate average salary by contribution assumption: employee only about $135,658 at 4% or $90,439 at 6%; with 50% employer match about $90,439 at 4% or $60,293 at 6%; with 100% employer match about $67,829 at 4% or $45,219 at 6%. |
| Compass Advisors 401K | - | 3 | $23,020 | $16,279 | $5,426iApproximate average salary by contribution assumption: employee only about $135,658 at 4% or $90,439 at 6%; with 50% employer match about $90,439 at 4% or $60,293 at 6%; with 100% employer match about $67,829 at 4% or $45,219 at 6%. |
| 2015 | 1 | 2 | $6,480 | $6,480 | $3,240iApproximate average salary by contribution assumption: employee only about $81,000 at 4% or $54,000 at 6%; with 50% employer match about $54,000 at 4% or $36,000 at 6%; with 100% employer match about $40,500 at 4% or $27,000 at 6%. |
| Compass Advisors 401K | - | 2 | $6,480 | $6,480 | $3,240iApproximate average salary by contribution assumption: employee only about $81,000 at 4% or $54,000 at 6%; with 50% employer match about $54,000 at 4% or $36,000 at 6%; with 100% employer match about $40,500 at 4% or $27,000 at 6%. |