Compass Management Group, Inc.

California
Registered In
02/28/1997
Incorp. Date

Company Summary

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.

Registered In
California
Incorporation Date
Registration Type
Domestic
Company Type
Stock Corporation - Ca - General
Status
Active
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SEC | EDGAR Trellis.Law Recent News
Timothy Lundell Individual Agent
236 N SANTA CRUZ AVE STE 215, LOS GATOS, CA 95030
Kurtis J Shenefiel CEO
77 LAS COLINAS LN, SAN JOSE, CA 95119
Kurtis J Shenefiel Chief Financial Officer
77 LAS COLINAS LN, SAN JOSE, CA 95119
Kurtis J Shenefiel Director
77 LAS COLINAS LN, SAN JOSE, CA 95119
Lori A Shenefiel Director
77 LAS COLINAS LN, SAN JOSE, CA 95119
Lori A Shenefiel Secretary
77 LAS COLINAS LN, SAN JOSE, CA 95119
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77 LAS COLINAS LN, SAN JOSE, CA 95119 (Mailing) View Map

Financial Information for Compass Management Group, Inc.

Form 5500

COMPASS MANAGEMENT GROUP INC

77 Las Colinas Lane, San Jose, Ca 95119 (408) 226-3300 EIN:91-1774946 Plan Admin:Compass Management Group
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
Benefit & Retirement Plans based on Form 5500.
PPP Loans

COMPASS MANAGEMENT GROUP INC

77 Las Colinas Ln, San Jose, Ca 95119-1214 Industry:Nonresidential Property Managers Veteran:No
Loan Date Approved Forgiven Lender Jobs
04/06/2020 Approved$798,900 Forgiven$805,007 LenderCity National Bank Jobs48 04/06/2020 $798,900 $805,007 City National Bank 48
PPP Loans based on Paycheck Protection Program.
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The following government agencies have contributed data:

California Secretary of State U.S. Department of Labor U.S. Small Business Administration
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