Company Name: | COMPASS FINANCIAL ADVISORS, LLC |
Employer identification number (EIN): | 621595140 |
NAIC Classification: | 523900 |
Additional information about COMPASS FINANCIAL ADVISORS, LLC
Jurisdiction of Incorporation: | |
Incorporation Date: | |
Company Identification Number: |
More information about COMPASS FINANCIAL ADVISORS, LLC
The following addresses have been detected on the 401k submissions:
USA Location Address | |||||
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Date first seen: 2007-01-01 | |||||
Date last seen: 2024-03-31 | |||||
Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
---|---|---|---|
002 | COMPASS FINANCIAL ADVISORS, LLC CASH BALANCE PLAN | 2011-01-01 | 2005-01-01 |
001 | COMPASS FINANCIAL ADVISORS, LL 401 K PROFIT SHARING PLAN TRUST | 2012-01-01 | 1996-01-01 |
Date | Type of contribution | Contribution |
---|---|---|
2013-01-28 | Employer Contributions | $ 100,000 |
2013-01-28 | Employee Contributions | $ 100,000 |
2012-06-06 | Employer Contributions | $ 45,000 |
2012-06-06 | Employee Contributions | $ 45,000 |
2012-06-01 | Employer Contributions | $ 112,003 |
2012-06-01 | Employee Contributions | $ 112,003 |
2011-01-31 | Employer Contributions | $ 20,000 |
2011-01-31 | Employee Contributions | $ 20,000 |
2010-12-22 | Employer Contributions | $ 1,750 |
2010-12-22 | Employee Contributions | $ 1,750 |
2010-11-05 | Employer Contributions | $ 25,000 |
2010-11-05 | Employee Contributions | $ 25,000 |
2010-08-10 | Employer Contributions | $ 100,000 |
2010-08-10 | Employee Contributions | $ 100,000 |