Compass Advisors Inc.
Plan context: Compass Advisors Inc. 401K Retirement Savings Plan and Trust
EIN 93-1060709 • 6 filings • 2 plans
Current Snapshot
Latest Year
2001
2001 Participants
5
2001 Assets
$315,319
2001 Contributions
$92,261
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 |
|---|---|---|---|---|---|
| 2001 | 2 | 5 | $0 | $0 | - |
| Compass Advisors Inc. 401K Retirement Savings Plan and Trust | - | 5 | - | - | - |
| Compass Advisors Inc. Pension Plan | - | 0 | - | - | - |
| 2000 | 2 | 6 | $315,319 | $92,261 | $15,377iApproximate average salary by contribution assumption: employee only about $384,421 at 4% or $256,281 at 6%; with 50% employer match about $256,281 at 4% or $170,854 at 6%; with 100% employer match about $192,210 at 4% or $128,140 at 6%. |
| Compass Advisors Inc. 401K Retirement Savings Plan and Trust | - | 6 | $176,653 | $37,814 | $6,302iApproximate average salary by contribution assumption: employee only about $157,558 at 4% or $105,039 at 6%; with 50% employer match about $105,039 at 4% or $70,026 at 6%; with 100% employer match about $78,779 at 4% or $52,519 at 6%. |
| Compass Advisors Inc. Pension Plan | - | 6 | $138,666 | $54,447 | $9,075iApproximate average salary by contribution assumption: employee only about $226,863 at 4% or $151,242 at 6%; with 50% employer match about $151,242 at 4% or $100,828 at 6%; with 100% employer match about $113,431 at 4% or $75,621 at 6%. |
| 1999 | 2 | 7 | $268,408 | $85,210 | $12,173iApproximate average salary by contribution assumption: employee only about $304,321 at 4% or $202,881 at 6%; with 50% employer match about $202,881 at 4% or $135,254 at 6%; with 100% employer match about $152,161 at 4% or $101,440 at 6%. |
| Compass Advisors Inc. 401K Retirement Savings Plan and Trust | - | 7 | $151,739 | $37,345 | $5,335iApproximate average salary by contribution assumption: employee only about $133,375 at 4% or $88,917 at 6%; with 50% employer match about $88,917 at 4% or $59,278 at 6%; with 100% employer match about $66,688 at 4% or $44,458 at 6%. |
| Compass Advisors Inc. Pension Plan | - | 7 | $116,669 | $47,865 | $6,838iApproximate average salary by contribution assumption: employee only about $170,946 at 4% or $113,964 at 6%; with 50% employer match about $113,964 at 4% or $75,976 at 6%; with 100% employer match about $85,473 at 4% or $56,982 at 6%. |