The Compass Agency, LLC

North Carolina
Registered In
10/05/2005
Incorp. Date

Company Summary

The Compass Agency, LLC at 638 Concord Pkwy N, Concord, Nc 28027 lists Steven M. Schattner of Concord, NC as the associate.

Registered In
North Carolina
Incorporation Date
Registration Type
Domestic
Company Type
Limited Liability Company
Status
Current-Active
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Schattner, Steven M. Registered Agent
638 CONCORD PKWY N, CONCORD, NC 28027
Steven M. Schattner Manager
638 CONCORD PKWY N, CONCORD, NC 28027
638 CONCORD PKWY N, CONCORD, NC 28027 View Map

Financial Information for The Compass Agency, LLC

Form 5500

THE COMPASS AGENCY, LLC

638 Concord Pkwy N, Concord, Nc 28027 (704) 847-4222 EIN:38-3727814 Plan Admin:Steven Schattner
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameTHE COMPASS AGENCY, LLC 401(K) PLAN Plan #001 Participants BOY/EOY14 / 14 Assets BOY/EOY$144,248 / $139,547 2022 THE COMPASS AGENCY, LLC 401(K) PLAN - Plan #001 14 / 14 $144,248 / $139,547
2021 Plan NameTHE COMPASS AGENCY, LLC 401(K) PLAN Plan #001 Participants BOY/EOY12 / 13 Assets BOY/EOY$104,670 / $144,248 2021 THE COMPASS AGENCY, LLC 401(K) PLAN - Plan #001 12 / 13 $104,670 / $144,248
2020 Plan NameTHE COMPASS AGENCY, LLC 401(K) PLAN Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$66,289 / $104,670 2020 THE COMPASS AGENCY, LLC 401(K) PLAN - Plan #001 12 / 12 $66,289 / $104,670
2019 Plan NameTHE COMPASS AGENCY, LLC 401(K) PLAN Plan #001 Participants BOY/EOY11 / 12 Assets BOY/EOY$22,315 / $66,289 2019 THE COMPASS AGENCY, LLC 401(K) PLAN - Plan #001 11 / 12 $22,315 / $66,289
Benefit & Retirement Plans based on Form 5500.
PPP Loans

THE COMPASS AGENCY, LLC

638 Concord Pkwy, Concord, Nc 28027 Industry:Insurance Agencies and Brokerages
Loan Date Approved Forgiven Lender Jobs
04/28/2020 Approved$88,695 Forgiven$89,816 LenderSouthState Bank, National Association Jobs12 04/28/2020 $88,695 $89,816 SouthState Bank, National Association 12
PPP Loans based on Paycheck Protection Program.
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The following government agencies have contributed data:

North Carolina Secretary of State U.S. Department of Labor U.S. Small Business Administration
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