COMPASS ROSE FINANCIAL PLANNING
Plan context: COMPASS ROSE FINANCIAL PLANNING 401(K) & PROFIT SHARING PLAN
EIN 82-5131307 • Palm Springs, CA • 8 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$758,358
2025 Contributions
$118,448
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 3 | $758,358 | $118,448 | $39,483iApproximate average salary by contribution assumption: employee only about $987,067 at 4% or $658,044 at 6%; with 50% employer match about $658,044 at 4% or $438,696 at 6%; with 100% employer match about $493,533 at 4% or $329,022 at 6%. |
| COMPASS ROSE FINANCIAL PLANNING 401(K) & PROFIT SHARING PLAN | - | 3 | $758,358 | $118,448 | $39,483iApproximate average salary by contribution assumption: employee only about $987,067 at 4% or $658,044 at 6%; with 50% employer match about $658,044 at 4% or $438,696 at 6%; with 100% employer match about $493,533 at 4% or $329,022 at 6%. |
| 2024 | 1 | 3 | $549,791 | $115,641 | $38,547iApproximate average salary by contribution assumption: employee only about $963,675 at 4% or $642,450 at 6%; with 50% employer match about $642,450 at 4% or $428,300 at 6%; with 100% employer match about $481,838 at 4% or $321,225 at 6%. |
| COMPASS ROSE FINANCIAL PLANNING 401(K) & PROFIT SHARING PLAN | - | 3 | $549,791 | $115,641 | $38,547iApproximate average salary by contribution assumption: employee only about $963,675 at 4% or $642,450 at 6%; with 50% employer match about $642,450 at 4% or $428,300 at 6%; with 100% employer match about $481,838 at 4% or $321,225 at 6%. |
| 2023 | 1 | 3 | $376,057 | $101,127 | $33,709iApproximate average salary by contribution assumption: employee only about $842,725 at 4% or $561,817 at 6%; with 50% employer match about $561,817 at 4% or $374,544 at 6%; with 100% employer match about $421,363 at 4% or $280,908 at 6%. |
| COMPASS ROSE FINANCIAL PLANNING 401(K) & PROFIT SHARING PLAN | - | 3 | $376,057 | $101,127 | $33,709iApproximate average salary by contribution assumption: employee only about $842,725 at 4% or $561,817 at 6%; with 50% employer match about $561,817 at 4% or $374,544 at 6%; with 100% employer match about $421,363 at 4% or $280,908 at 6%. |
| 2022 | 1 | 3 | $232,713 | $74,801 | $24,934iApproximate average salary by contribution assumption: employee only about $623,342 at 4% or $415,561 at 6%; with 50% employer match about $415,561 at 4% or $277,041 at 6%; with 100% employer match about $311,671 at 4% or $207,781 at 6%. |
| COMPASS ROSE FINANCIAL PLANNING 401(K) & PROFIT SHARING PLAN | - | 3 | $232,713 | $74,801 | $24,934iApproximate average salary by contribution assumption: employee only about $623,342 at 4% or $415,561 at 6%; with 50% employer match about $415,561 at 4% or $277,041 at 6%; with 100% employer match about $311,671 at 4% or $207,781 at 6%. |
| 2021 | 1 | 3 | $187,341 | $68,781 | $22,927iApproximate average salary by contribution assumption: employee only about $573,175 at 4% or $382,117 at 6%; with 50% employer match about $382,117 at 4% or $254,744 at 6%; with 100% employer match about $286,588 at 4% or $191,058 at 6%. |
| COMPASS ROSE FINANCIAL PLANNING 401(K) & PROFIT SHARING PLAN | - | 3 | $187,341 | $68,781 | $22,927iApproximate average salary by contribution assumption: employee only about $573,175 at 4% or $382,117 at 6%; with 50% employer match about $382,117 at 4% or $254,744 at 6%; with 100% employer match about $286,588 at 4% or $191,058 at 6%. |
| 2020 | 1 | 3 | $101,652 | $54,917 | $18,306iApproximate average salary by contribution assumption: employee only about $457,642 at 4% or $305,094 at 6%; with 50% employer match about $305,094 at 4% or $203,396 at 6%; with 100% employer match about $228,821 at 4% or $152,547 at 6%. |
| COMPASS ROSE FINANCIAL PLANNING 401(K) & PROFIT SHARING PLAN | - | 3 | $101,652 | $54,917 | $18,306iApproximate average salary by contribution assumption: employee only about $457,642 at 4% or $305,094 at 6%; with 50% employer match about $305,094 at 4% or $203,396 at 6%; with 100% employer match about $228,821 at 4% or $152,547 at 6%. |
| 2019 | 1 | 3 | $41,340 | $20,784 | $6,928iApproximate average salary by contribution assumption: employee only about $173,200 at 4% or $115,467 at 6%; with 50% employer match about $115,467 at 4% or $76,978 at 6%; with 100% employer match about $86,600 at 4% or $57,733 at 6%. |
| COMPASS ROSE FINANCIAL PLANNING 401(K) & PROFIT SHARING PLAN | - | 3 | $41,340 | $20,784 | $6,928iApproximate average salary by contribution assumption: employee only about $173,200 at 4% or $115,467 at 6%; with 50% employer match about $115,467 at 4% or $76,978 at 6%; with 100% employer match about $86,600 at 4% or $57,733 at 6%. |
| 2018 | 1 | 2 | $17,722 | $17,722 | $8,861iApproximate average salary by contribution assumption: employee only about $221,525 at 4% or $147,683 at 6%; with 50% employer match about $147,683 at 4% or $98,456 at 6%; with 100% employer match about $110,763 at 4% or $73,842 at 6%. |
| COMPASS ROSE FINANCIAL PLANNING 401(K) & PROFIT SHARING PLAN | - | 2 | $17,722 | $17,722 | $8,861iApproximate average salary by contribution assumption: employee only about $221,525 at 4% or $147,683 at 6%; with 50% employer match about $147,683 at 4% or $98,456 at 6%; with 100% employer match about $110,763 at 4% or $73,842 at 6%. |