Civic Intelligence

Compass Financial Group

Plan context: Compass Financial Group 401(K) Plan

EIN 83-3401879 • Dublin, OH • 8 filings • 2 plans

6277 Riverside Dr, Ste 2NDublin, OH 43017
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$456,931

2025 Contributions

$56,813

Historical Graphs

Total Assets Over Time

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

$456,931$228,466$0201920222025YearValue
$456,931Latest year 2025

Participants Over Time

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

420201920222025YearValue
4Latest year 2025

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
202514$456,931$56,813$14,203iApproximate average salary by contribution assumption: employee only about $355,081 at 4% or $236,721 at 6%; with 50% employer match about $236,721 at 4% or $157,814 at 6%; with 100% employer match about $177,541 at 4% or $118,360 at 6%.
Compass Financial Group 401(K) Plan-4$456,931$56,813$14,203iApproximate average salary by contribution assumption: employee only about $355,081 at 4% or $236,721 at 6%; with 50% employer match about $236,721 at 4% or $157,814 at 6%; with 100% employer match about $177,541 at 4% or $118,360 at 6%.
202414$337,702$49,160$12,290iApproximate average salary by contribution assumption: employee only about $307,250 at 4% or $204,833 at 6%; with 50% employer match about $204,833 at 4% or $136,556 at 6%; with 100% employer match about $153,625 at 4% or $102,417 at 6%.
Compass Financial Group 401(K) Plan-4$337,702$49,160$12,290iApproximate average salary by contribution assumption: employee only about $307,250 at 4% or $204,833 at 6%; with 50% employer match about $204,833 at 4% or $136,556 at 6%; with 100% employer match about $153,625 at 4% or $102,417 at 6%.
202314$244,093$50,652$12,663iApproximate average salary by contribution assumption: employee only about $316,575 at 4% or $211,050 at 6%; with 50% employer match about $211,050 at 4% or $140,700 at 6%; with 100% employer match about $158,288 at 4% or $105,525 at 6%.
Compass Financial Group 401(K) Plan-4$244,093$50,652$12,663iApproximate average salary by contribution assumption: employee only about $316,575 at 4% or $211,050 at 6%; with 50% employer match about $211,050 at 4% or $140,700 at 6%; with 100% employer match about $158,288 at 4% or $105,525 at 6%.
202224$156,739$85,422$21,356iApproximate average salary by contribution assumption: employee only about $533,888 at 4% or $355,925 at 6%; with 50% employer match about $355,925 at 4% or $237,283 at 6%; with 100% employer match about $266,944 at 4% or $177,963 at 6%.
Compass Financial Group 401(K) Plan-4$156,739$56,052$14,013iApproximate average salary by contribution assumption: employee only about $350,325 at 4% or $233,550 at 6%; with 50% employer match about $233,550 at 4% or $155,700 at 6%; with 100% employer match about $175,163 at 4% or $116,775 at 6%.
COMPASS FINANCIAL GROUP SOCA BENEFIT PLAN-0$0$29,370-
202114$124,290$50,147$12,537iApproximate average salary by contribution assumption: employee only about $313,419 at 4% or $208,946 at 6%; with 50% employer match about $208,946 at 4% or $139,297 at 6%; with 100% employer match about $156,709 at 4% or $104,473 at 6%.
Compass Financial Group 401(K) Plan-4$124,290$50,147$12,537iApproximate average salary by contribution assumption: employee only about $313,419 at 4% or $208,946 at 6%; with 50% employer match about $208,946 at 4% or $139,297 at 6%; with 100% employer match about $156,709 at 4% or $104,473 at 6%.
202013$60,808$46,624$15,541iApproximate average salary by contribution assumption: employee only about $388,533 at 4% or $259,022 at 6%; with 50% employer match about $259,022 at 4% or $172,681 at 6%; with 100% employer match about $194,267 at 4% or $129,511 at 6%.
Compass Financial Group 401(K) Plan-3$60,808$46,624$15,541iApproximate average salary by contribution assumption: employee only about $388,533 at 4% or $259,022 at 6%; with 50% employer match about $259,022 at 4% or $172,681 at 6%; with 100% employer match about $194,267 at 4% or $129,511 at 6%.
201913$20,232$19,380$6,460iApproximate average salary by contribution assumption: employee only about $161,500 at 4% or $107,667 at 6%; with 50% employer match about $107,667 at 4% or $71,778 at 6%; with 100% employer match about $80,750 at 4% or $53,833 at 6%.
Compass Financial Group 401(K) Plan-3$20,232$19,380$6,460iApproximate average salary by contribution assumption: employee only about $161,500 at 4% or $107,667 at 6%; with 50% employer match about $107,667 at 4% or $71,778 at 6%; with 100% employer match about $80,750 at 4% or $53,833 at 6%.