Civic Intelligence

Compass Management Group Inc

Plan context: Compass Management Group Inc 401(K) Profit Sharing Plan & Trust

EIN 91-1774946 • San Jose, CA • 18 filings • 4 plans

77 Las Colinas LaneSan Jose, CA 95119
Current Snapshot

Latest Year

2024

2024 Participants

46

2024 Assets

$3,539,999

2024 Contributions

$6,623

Historical Graphs

Total Assets Over Time

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

$3,539,999$1,770,000$0200820162023YearValue
$3,539,999Latest year 2023

Participants Over Time

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

53270200720152023YearValue
46Latest year 2023

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
202410$0$6,623-
Compass Management Group Inc 401(K) Profit Sharing Plan & Trust-0-$6,623-
2023146$3,539,999$338,641$7,362iApproximate average salary by contribution assumption: employee only about $184,044 at 4% or $122,696 at 6%; with 50% employer match about $122,696 at 4% or $81,797 at 6%; with 100% employer match about $92,022 at 4% or $61,348 at 6%.
Compass Management Group Inc 401(K) Profit Sharing Plan & Trust-46$3,539,999$338,641$7,362iApproximate average salary by contribution assumption: employee only about $184,044 at 4% or $122,696 at 6%; with 50% employer match about $122,696 at 4% or $81,797 at 6%; with 100% employer match about $92,022 at 4% or $61,348 at 6%.
2022144$2,684,694$295,444$6,715iApproximate average salary by contribution assumption: employee only about $167,866 at 4% or $111,911 at 6%; with 50% employer match about $111,911 at 4% or $74,607 at 6%; with 100% employer match about $83,933 at 4% or $55,955 at 6%.
Compass Management Group Inc 401(K) Profit Sharing Plan & Trust-44$2,684,694$295,444$6,715iApproximate average salary by contribution assumption: employee only about $167,866 at 4% or $111,911 at 6%; with 50% employer match about $111,911 at 4% or $74,607 at 6%; with 100% employer match about $83,933 at 4% or $55,955 at 6%.
2021153$3,455,370$288,467$5,443iApproximate average salary by contribution assumption: employee only about $136,069 at 4% or $90,713 at 6%; with 50% employer match about $90,713 at 4% or $60,475 at 6%; with 100% employer match about $68,035 at 4% or $45,356 at 6%.
Compass Management Group Inc 401(K) Profit Sharing Plan & Trust-53$3,455,370$288,467$5,443iApproximate average salary by contribution assumption: employee only about $136,069 at 4% or $90,713 at 6%; with 50% employer match about $90,713 at 4% or $60,475 at 6%; with 100% employer match about $68,035 at 4% or $45,356 at 6%.
2020143$3,114,496$265,955$6,185iApproximate average salary by contribution assumption: employee only about $154,625 at 4% or $103,083 at 6%; with 50% employer match about $103,083 at 4% or $68,722 at 6%; with 100% employer match about $77,313 at 4% or $51,542 at 6%.
Compass Management Group Inc 401(K) Profit Sharing Plan & Trust-43$3,114,496$265,955$6,185iApproximate average salary by contribution assumption: employee only about $154,625 at 4% or $103,083 at 6%; with 50% employer match about $103,083 at 4% or $68,722 at 6%; with 100% employer match about $77,313 at 4% or $51,542 at 6%.
2019142$2,556,122$254,115$6,050iApproximate average salary by contribution assumption: employee only about $151,259 at 4% or $100,839 at 6%; with 50% employer match about $100,839 at 4% or $67,226 at 6%; with 100% employer match about $75,629 at 4% or $50,420 at 6%.
Compass Management Group Inc 401(K) Profit Sharing Plan & Trust-42$2,556,122$254,115$6,050iApproximate average salary by contribution assumption: employee only about $151,259 at 4% or $100,839 at 6%; with 50% employer match about $100,839 at 4% or $67,226 at 6%; with 100% employer match about $75,629 at 4% or $50,420 at 6%.
2018142$2,091,084$245,008$5,834iApproximate average salary by contribution assumption: employee only about $145,838 at 4% or $97,225 at 6%; with 50% employer match about $97,225 at 4% or $64,817 at 6%; with 100% employer match about $72,919 at 4% or $48,613 at 6%.
Compass Management Group Inc 401(K) Profit Sharing Plan & Trust-42$2,091,084$245,008$5,834iApproximate average salary by contribution assumption: employee only about $145,838 at 4% or $97,225 at 6%; with 50% employer match about $97,225 at 4% or $64,817 at 6%; with 100% employer match about $72,919 at 4% or $48,613 at 6%.
2017138$2,060,200$234,926$6,182iApproximate average salary by contribution assumption: employee only about $154,557 at 4% or $103,038 at 6%; with 50% employer match about $103,038 at 4% or $68,692 at 6%; with 100% employer match about $77,278 at 4% or $51,519 at 6%.
Compass Management Group Inc 401(K) Profit Sharing Plan & Trust-38$2,060,200$234,926$6,182iApproximate average salary by contribution assumption: employee only about $154,557 at 4% or $103,038 at 6%; with 50% employer match about $103,038 at 4% or $68,692 at 6%; with 100% employer match about $77,278 at 4% or $51,519 at 6%.
2016134$1,801,762$232,585$6,841iApproximate average salary by contribution assumption: employee only about $171,018 at 4% or $114,012 at 6%; with 50% employer match about $114,012 at 4% or $76,008 at 6%; with 100% employer match about $85,509 at 4% or $57,006 at 6%.
Compass Management Group Inc 401(K) Profit Sharing Plan & Trust-34$1,801,762$232,585$6,841iApproximate average salary by contribution assumption: employee only about $171,018 at 4% or $114,012 at 6%; with 50% employer match about $114,012 at 4% or $76,008 at 6%; with 100% employer match about $85,509 at 4% or $57,006 at 6%.
2015138$1,525,484$231,457$6,091iApproximate average salary by contribution assumption: employee only about $152,274 at 4% or $101,516 at 6%; with 50% employer match about $101,516 at 4% or $67,677 at 6%; with 100% employer match about $76,137 at 4% or $50,758 at 6%.
Compass Management Group Inc 401(K) Profit Sharing Plan & Trust-38$1,525,484$231,457$6,091iApproximate average salary by contribution assumption: employee only about $152,274 at 4% or $101,516 at 6%; with 50% employer match about $101,516 at 4% or $67,677 at 6%; with 100% employer match about $76,137 at 4% or $50,758 at 6%.
2014139$1,663,310$223,981$5,743iApproximate average salary by contribution assumption: employee only about $143,578 at 4% or $95,718 at 6%; with 50% employer match about $95,718 at 4% or $63,812 at 6%; with 100% employer match about $71,789 at 4% or $47,859 at 6%.
Compass Management Group Inc 401(K) Profit Sharing Plan & Trust-39$1,663,310$223,981$5,743iApproximate average salary by contribution assumption: employee only about $143,578 at 4% or $95,718 at 6%; with 50% employer match about $95,718 at 4% or $63,812 at 6%; with 100% employer match about $71,789 at 4% or $47,859 at 6%.
2013134$1,347,341$231,413$6,806iApproximate average salary by contribution assumption: employee only about $170,157 at 4% or $113,438 at 6%; with 50% employer match about $113,438 at 4% or $75,625 at 6%; with 100% employer match about $85,078 at 4% or $56,719 at 6%.
Compass Management Group Inc 401(K) Profit Sharing Plan & Trust-34$1,347,341$231,413$6,806iApproximate average salary by contribution assumption: employee only about $170,157 at 4% or $113,438 at 6%; with 50% employer match about $113,438 at 4% or $75,625 at 6%; with 100% employer match about $85,078 at 4% or $56,719 at 6%.
2012132$1,003,648$231,022$7,219iApproximate average salary by contribution assumption: employee only about $180,486 at 4% or $120,324 at 6%; with 50% employer match about $120,324 at 4% or $80,216 at 6%; with 100% employer match about $90,243 at 4% or $60,162 at 6%.
Compass Management Group Inc 401(K) Profit Sharing Plan & Trust-32$1,003,648$231,022$7,219iApproximate average salary by contribution assumption: employee only about $180,486 at 4% or $120,324 at 6%; with 50% employer match about $120,324 at 4% or $80,216 at 6%; with 100% employer match about $90,243 at 4% or $60,162 at 6%.
2011128$683,310$187,651$6,702iApproximate average salary by contribution assumption: employee only about $167,546 at 4% or $111,697 at 6%; with 50% employer match about $111,697 at 4% or $74,465 at 6%; with 100% employer match about $83,773 at 4% or $55,849 at 6%.
Compass Management Group Inc 401(K) Profit Sharing Plan & Trust-28$683,310$187,651$6,702iApproximate average salary by contribution assumption: employee only about $167,546 at 4% or $111,697 at 6%; with 50% employer match about $111,697 at 4% or $74,465 at 6%; with 100% employer match about $83,773 at 4% or $55,849 at 6%.
2010126$608,072$152,078$5,849iApproximate average salary by contribution assumption: employee only about $146,229 at 4% or $97,486 at 6%; with 50% employer match about $97,486 at 4% or $64,991 at 6%; with 100% employer match about $73,114 at 4% or $48,743 at 6%.
Compass Management Group Inc 401(K) Profit Sharing Plan & Trust-26$608,072$152,078$5,849iApproximate average salary by contribution assumption: employee only about $146,229 at 4% or $97,486 at 6%; with 50% employer match about $97,486 at 4% or $64,991 at 6%; with 100% employer match about $73,114 at 4% or $48,743 at 6%.
2009130$415,481$146,150$4,872iApproximate average salary by contribution assumption: employee only about $121,792 at 4% or $81,194 at 6%; with 50% employer match about $81,194 at 4% or $54,130 at 6%; with 100% employer match about $60,896 at 4% or $40,597 at 6%.
Compass Management Group Inc 401(K) Profit Sharing Plan & Trust-30$415,481$146,150$4,872iApproximate average salary by contribution assumption: employee only about $121,792 at 4% or $81,194 at 6%; with 50% employer match about $81,194 at 4% or $54,130 at 6%; with 100% employer match about $60,896 at 4% or $40,597 at 6%.
2008124$196,514$127,046$5,294iApproximate average salary by contribution assumption: employee only about $132,340 at 4% or $88,226 at 6%; with 50% employer match about $88,226 at 4% or $58,818 at 6%; with 100% employer match about $66,170 at 4% or $44,113 at 6%.
Compass Management Group Inc 401(K) Profit Sharing Plan & Trust-24$196,514$127,046$5,294iApproximate average salary by contribution assumption: employee only about $132,340 at 4% or $88,226 at 6%; with 50% employer match about $88,226 at 4% or $58,818 at 6%; with 100% employer match about $66,170 at 4% or $44,113 at 6%.
2007119$0$0-
Compass Management Group Inc 401(K) Profit Sharing Plan & Trust-19---