Compass Wealth Management LLC

Karp & Langerman, P.C. Registered Agent	185 PLAINS RD STE 209E 185 PLAINS RD STE 209E, MILFORD, CT 06461 (View Past Addresses)
Jason Bear	10 WATER ST, GUILFORD, CT 06437 665 COMMERCE DR APT 414, FAIRFIELD, CT 06437 (View Past Addresses)

10 WATER ST, GUILFORD, CT 06437 View Map

Form 5500

10 Water Street, Guilford, Ct 06437 (203) 453-7000 EIN:35-2676843 Plan Admin:Jason Bear

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCOMPASS WEALTH MANAGEMENT, LLC 401 (K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,234,821 / $1,561,007	2023	COMPASS WEALTH MANAGEMENT, LLC 401 (K) PROFIT SHARING PLAN - Plan #002	4 / 4	$1,234,821 / $1,561,007
2022	Plan NameCOMPASS WEALTH MANAGEMENT, LLC 401 (K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,265,814 / $1,234,821	2022	COMPASS WEALTH MANAGEMENT, LLC 401 (K) PROFIT SHARING PLAN - Plan #002	4 / 4	$1,265,814 / $1,234,821

Benefit & Retirement Plans based on Form 5500.

Address Match:10 Water St Guilford, CT

Lupone 752 Realty LLC Registered in Connecticut	Guilford, CT Madison, CT (1 more)	View Report
Whitfield Square Realty, LLC Registered in Connecticut	Colchester, CT Guilford, CT (1 more)	View Report
Compass Asset Management, LLC Registered in Virginia	Guilford, CT Great Falls, VA	View Report

Related Business Names:

Compass Wealth Management, LLC Registered in New Jersey		View Report
Compass Wealth Management, LLC Registered in Michigan	Rochester, MI	View Report
New Compass Wealth Management LLC Registered in Iowa	Johnston, IA	View Report
Compass Wealth Management LLC Registered in Ohio	Ohio	View Report
Blue Compass Wealth Management LLC Registered in Florida	Wimauma, FL	View Report
Compass Rose Wealth Management Group LLC Registered in California	Irvine, CA	View Report
Compass Wealth Management LLC Registered in California	Rolling Hills Estates, CA	View Report
Compass Wealth Management, LLC Registered in Pennsylvania	Glenshaw, PA	View Report
Compass Wealth Management, LLC Registered in Tennessee	Chattanooga, TN	View Report
Compass Wealth Management, LLC Registered in Missouri	Kansas City, MO	View Report
Compass Wealth Management, LLC Registered in Massachusetts	Ayer, MA Concord, MA	View Report
Compass Wealth Management, LLC Registered in Georgia	Atlanta, GA	View Report
Compass Wealth Management, LLC Registered in Oklahoma	Edmond, OK	View Report
Compass Wealth Management LLC Registered in Texas	Grapevine, TX	View Report
Compass International Wealth Management LLC. Registered in Florida	Weston, FL	View Report
Compass Private Wealth Management, LLC Registered in Florida	Orlando, FL	View Report
Compass Wealth Management LLC Registered in Florida	Boca Raton, FL	View Report
Compass Wealth Management, LLC Registered in Colorado	Denver, CO Littleton, CO	View Report

Person/City Match:Karp Langerman Pc - Milford, CT

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The following government agencies have contributed data:

Connecticut's Official State Website U.S. Department of Labor

Company Summary