Compass Management Group, Inc. at 77 Las Colinas Ln, San Jose, Ca 95119 lists Kurtis J Shenefiel and Lori A Shenefiel of San Jose, CA as the associates.
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Timothy Lundell
Individual Agent
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236 N SANTA CRUZ AVE STE 215, LOS GATOS, CA 95030
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Kurtis J Shenefiel
CEO
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77 LAS COLINAS LN, SAN JOSE, CA 95119
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Kurtis J Shenefiel
Chief Financial Officer
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77 LAS COLINAS LN, SAN JOSE, CA 95119
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Kurtis J Shenefiel
Director
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77 LAS COLINAS LN, SAN JOSE, CA 95119
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Lori A Shenefiel
Director
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77 LAS COLINAS LN, SAN JOSE, CA 95119
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Lori A Shenefiel
Secretary
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77 LAS COLINAS LN, SAN JOSE, CA 95119
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77 LAS COLINAS LN, SAN JOSE, CA 95119
(Mailing)
View Map
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameCOMPASS MANAGEMENT GROUP INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY56 / 57 Assets BOY/EOY$0 / $0 | 2023 | COMPASS MANAGEMENT GROUP INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 56 / 57 | $0 / $0 |
| 2022 | Plan NameCOMPASS MANAGEMENT GROUP INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY54 / 56 Assets BOY/EOY$0 / $0 | 2022 | COMPASS MANAGEMENT GROUP INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 54 / 56 | $0 / $0 |
| 2021 | Plan NameCOMPASS MANAGEMENT GROUP INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY56 / 54 Assets BOY/EOY$3,114,496 / $3,455,370 | 2021 | COMPASS MANAGEMENT GROUP INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 56 / 54 | $3,114,496 / $3,455,370 |
| 2020 | Plan NameCOMPASS MANAGEMENT GROUP INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY54 / 55 Assets BOY/EOY$0 / $0 | 2020 | COMPASS MANAGEMENT GROUP INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 54 / 55 | $0 / $0 |
| 2019 | Plan NameCOMPASS MANAGEMENT GROUP INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY53 / 54 Assets BOY/EOY$0 / $0 | 2019 | COMPASS MANAGEMENT GROUP INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 53 / 54 | $0 / $0 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
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| 04/06/2020 | Approved$798,900 Forgiven$805,007 LenderCity National Bank Jobs48 | 04/06/2020 | $798,900 | $805,007 | City National Bank | 48 |
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