Civic Intelligence

A. Kozak & Company LLP

Plan context: A. Kozak & Company LLP Profit Sharing Trust

EIN 13-2986167 • New York, NY • 26 filings • 2 plans

192 Lexington Avenue Suite 903New York, NY 10016
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$4,328,907

2024 Contributions

$113,249

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$4,328,907$2,164,454$0199920122024YearValue
$4,328,907Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1470199920122024YearValue
7Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202417$4,328,907$113,249$16,178iApproximate average salary by contribution assumption: employee only about $404,461 at 4% or $269,640 at 6%; with 50% employer match about $269,640 at 4% or $179,760 at 6%; with 100% employer match about $202,230 at 4% or $134,820 at 6%.
A. Kozak & Company LLP Profit Sharing Trust-7$4,328,907$113,249$16,178iApproximate average salary by contribution assumption: employee only about $404,461 at 4% or $269,640 at 6%; with 50% employer match about $269,640 at 4% or $179,760 at 6%; with 100% employer match about $202,230 at 4% or $134,820 at 6%.
202316$3,908,356$140,337$23,390iApproximate average salary by contribution assumption: employee only about $584,738 at 4% or $389,825 at 6%; with 50% employer match about $389,825 at 4% or $259,883 at 6%; with 100% employer match about $292,369 at 4% or $194,913 at 6%.
A. Kozak & Company LLP Profit Sharing Trust-6$3,908,356$140,337$23,390iApproximate average salary by contribution assumption: employee only about $584,738 at 4% or $389,825 at 6%; with 50% employer match about $389,825 at 4% or $259,883 at 6%; with 100% employer match about $292,369 at 4% or $194,913 at 6%.
202216$3,389,987$126,137$21,023iApproximate average salary by contribution assumption: employee only about $525,571 at 4% or $350,381 at 6%; with 50% employer match about $350,381 at 4% or $233,587 at 6%; with 100% employer match about $262,785 at 4% or $175,190 at 6%.
A. Kozak & Company LLP Profit Sharing Trust-6$3,389,987$126,137$21,023iApproximate average salary by contribution assumption: employee only about $525,571 at 4% or $350,381 at 6%; with 50% employer match about $350,381 at 4% or $233,587 at 6%; with 100% employer match about $262,785 at 4% or $175,190 at 6%.
202116$4,009,582$144,444$24,074iApproximate average salary by contribution assumption: employee only about $601,850 at 4% or $401,233 at 6%; with 50% employer match about $401,233 at 4% or $267,489 at 6%; with 100% employer match about $300,925 at 4% or $200,617 at 6%.
A. Kozak & Company LLP Profit Sharing Trust-6$4,009,582$144,444$24,074iApproximate average salary by contribution assumption: employee only about $601,850 at 4% or $401,233 at 6%; with 50% employer match about $401,233 at 4% or $267,489 at 6%; with 100% employer match about $300,925 at 4% or $200,617 at 6%.
202016$3,397,616$108,307$18,051iApproximate average salary by contribution assumption: employee only about $451,279 at 4% or $300,853 at 6%; with 50% employer match about $300,853 at 4% or $200,569 at 6%; with 100% employer match about $225,640 at 4% or $150,426 at 6%.
A. Kozak & Company LLP Profit Sharing Trust-6$3,397,616$108,307$18,051iApproximate average salary by contribution assumption: employee only about $451,279 at 4% or $300,853 at 6%; with 50% employer match about $300,853 at 4% or $200,569 at 6%; with 100% employer match about $225,640 at 4% or $150,426 at 6%.
2019113$2,835,279$21,044$1,619iApproximate average salary by contribution assumption: employee only about $40,469 at 4% or $26,979 at 6%; with 50% employer match about $26,979 at 4% or $17,986 at 6%; with 100% employer match about $20,235 at 4% or $13,490 at 6%.
A. Kozak & Company LLP Profit Sharing Trust-13$2,835,279$21,044$1,619iApproximate average salary by contribution assumption: employee only about $40,469 at 4% or $26,979 at 6%; with 50% employer match about $26,979 at 4% or $17,986 at 6%; with 100% employer match about $20,235 at 4% or $13,490 at 6%.
2018114$2,303,057$83,324$5,952iApproximate average salary by contribution assumption: employee only about $148,793 at 4% or $99,195 at 6%; with 50% employer match about $99,195 at 4% or $66,130 at 6%; with 100% employer match about $74,396 at 4% or $49,598 at 6%.
A. Kozak & Company LLP Profit Sharing Trust-14$2,303,057$83,324$5,952iApproximate average salary by contribution assumption: employee only about $148,793 at 4% or $99,195 at 6%; with 50% employer match about $99,195 at 4% or $66,130 at 6%; with 100% employer match about $74,396 at 4% or $49,598 at 6%.
2017113$2,420,825$95,649$7,358iApproximate average salary by contribution assumption: employee only about $183,940 at 4% or $122,627 at 6%; with 50% employer match about $122,627 at 4% or $81,751 at 6%; with 100% employer match about $91,970 at 4% or $61,313 at 6%.
A. Kozak & Company LLP Profit Sharing Trust-13$2,420,825$95,649$7,358iApproximate average salary by contribution assumption: employee only about $183,940 at 4% or $122,627 at 6%; with 50% employer match about $122,627 at 4% or $81,751 at 6%; with 100% employer match about $91,970 at 4% or $61,313 at 6%.
2016114$2,005,968$119,046$8,503iApproximate average salary by contribution assumption: employee only about $212,582 at 4% or $141,721 at 6%; with 50% employer match about $141,721 at 4% or $94,481 at 6%; with 100% employer match about $106,291 at 4% or $70,861 at 6%.
A. Kozak & Company LLP Profit Sharing Trust-14$2,005,968$119,046$8,503iApproximate average salary by contribution assumption: employee only about $212,582 at 4% or $141,721 at 6%; with 50% employer match about $141,721 at 4% or $94,481 at 6%; with 100% employer match about $106,291 at 4% or $70,861 at 6%.
2015112$1,703,556$118,857$9,905iApproximate average salary by contribution assumption: employee only about $247,619 at 4% or $165,079 at 6%; with 50% employer match about $165,079 at 4% or $110,053 at 6%; with 100% employer match about $123,809 at 4% or $82,540 at 6%.
A. Kozak & Company LLP Profit Sharing Trust-12$1,703,556$118,857$9,905iApproximate average salary by contribution assumption: employee only about $247,619 at 4% or $165,079 at 6%; with 50% employer match about $165,079 at 4% or $110,053 at 6%; with 100% employer match about $123,809 at 4% or $82,540 at 6%.
2014112$1,613,891$115,184$9,599iApproximate average salary by contribution assumption: employee only about $239,967 at 4% or $159,978 at 6%; with 50% employer match about $159,978 at 4% or $106,652 at 6%; with 100% employer match about $119,983 at 4% or $79,989 at 6%.
A. Kozak & Company LLP Profit Sharing Trust-12$1,613,891$115,184$9,599iApproximate average salary by contribution assumption: employee only about $239,967 at 4% or $159,978 at 6%; with 50% employer match about $159,978 at 4% or $106,652 at 6%; with 100% employer match about $119,983 at 4% or $79,989 at 6%.
2013111$1,476,283$116,335$10,576iApproximate average salary by contribution assumption: employee only about $264,398 at 4% or $176,265 at 6%; with 50% employer match about $176,265 at 4% or $117,510 at 6%; with 100% employer match about $132,199 at 4% or $88,133 at 6%.
A. Kozak & Company LLP Profit Sharing Trust-11$1,476,283$116,335$10,576iApproximate average salary by contribution assumption: employee only about $264,398 at 4% or $176,265 at 6%; with 50% employer match about $176,265 at 4% or $117,510 at 6%; with 100% employer match about $132,199 at 4% or $88,133 at 6%.
2012111$1,176,380$115,067$10,461iApproximate average salary by contribution assumption: employee only about $261,516 at 4% or $174,344 at 6%; with 50% employer match about $174,344 at 4% or $116,229 at 6%; with 100% employer match about $130,758 at 4% or $87,172 at 6%.
A. Kozak & Company LLP Profit Sharing Trust-11$1,176,380$115,067$10,461iApproximate average salary by contribution assumption: employee only about $261,516 at 4% or $174,344 at 6%; with 50% employer match about $174,344 at 4% or $116,229 at 6%; with 100% employer match about $130,758 at 4% or $87,172 at 6%.
201119$998,217$116,201$12,911iApproximate average salary by contribution assumption: employee only about $322,781 at 4% or $215,187 at 6%; with 50% employer match about $215,187 at 4% or $143,458 at 6%; with 100% employer match about $161,390 at 4% or $107,594 at 6%.
A. Kozak & Company LLP Profit Sharing Trust-9$998,217$116,201$12,911iApproximate average salary by contribution assumption: employee only about $322,781 at 4% or $215,187 at 6%; with 50% employer match about $215,187 at 4% or $143,458 at 6%; with 100% employer match about $161,390 at 4% or $107,594 at 6%.
201019$890,979$110,789$12,310iApproximate average salary by contribution assumption: employee only about $307,747 at 4% or $205,165 at 6%; with 50% employer match about $205,165 at 4% or $136,777 at 6%; with 100% employer match about $153,874 at 4% or $102,582 at 6%.
A. Kozak & Company LLP Profit Sharing Trust-9$890,979$110,789$12,310iApproximate average salary by contribution assumption: employee only about $307,747 at 4% or $205,165 at 6%; with 50% employer match about $205,165 at 4% or $136,777 at 6%; with 100% employer match about $153,874 at 4% or $102,582 at 6%.
2009110$971,379$111,656$11,166iApproximate average salary by contribution assumption: employee only about $279,140 at 4% or $186,093 at 6%; with 50% employer match about $186,093 at 4% or $124,062 at 6%; with 100% employer match about $139,570 at 4% or $93,047 at 6%.
A. Kozak & Company LLP Profit Sharing Trust-10$971,379$111,656$11,166iApproximate average salary by contribution assumption: employee only about $279,140 at 4% or $186,093 at 6%; with 50% employer match about $186,093 at 4% or $124,062 at 6%; with 100% employer match about $139,570 at 4% or $93,047 at 6%.
200817$732,241$121,971$17,424iApproximate average salary by contribution assumption: employee only about $435,611 at 4% or $290,407 at 6%; with 50% employer match about $290,407 at 4% or $193,605 at 6%; with 100% employer match about $217,805 at 4% or $145,204 at 6%.
A. Kozak & Company LLP Profit Sharing Trust-7$732,241$121,971$17,424iApproximate average salary by contribution assumption: employee only about $435,611 at 4% or $290,407 at 6%; with 50% employer match about $290,407 at 4% or $193,605 at 6%; with 100% employer match about $217,805 at 4% or $145,204 at 6%.
200718$0$0-
A. Kozak & Company LLP Profit Sharing Trust-8---
200618$712,190$85,298$10,662iApproximate average salary by contribution assumption: employee only about $266,556 at 4% or $177,704 at 6%; with 50% employer match about $177,704 at 4% or $118,469 at 6%; with 100% employer match about $133,278 at 4% or $88,852 at 6%.
A. Kozak & Company LLP Profit Sharing Trust-8$712,190$85,298$10,662iApproximate average salary by contribution assumption: employee only about $266,556 at 4% or $177,704 at 6%; with 50% employer match about $177,704 at 4% or $118,469 at 6%; with 100% employer match about $133,278 at 4% or $88,852 at 6%.
200518$577,746$76,190$9,524iApproximate average salary by contribution assumption: employee only about $238,094 at 4% or $158,729 at 6%; with 50% employer match about $158,729 at 4% or $105,819 at 6%; with 100% employer match about $119,047 at 4% or $79,365 at 6%.
A. Kozak & Company LLP Profit Sharing Trust-8$577,746$76,190$9,524iApproximate average salary by contribution assumption: employee only about $238,094 at 4% or $158,729 at 6%; with 50% employer match about $158,729 at 4% or $105,819 at 6%; with 100% employer match about $119,047 at 4% or $79,365 at 6%.
200419$484,074$96,647$10,739iApproximate average salary by contribution assumption: employee only about $268,464 at 4% or $178,976 at 6%; with 50% employer match about $178,976 at 4% or $119,317 at 6%; with 100% employer match about $134,232 at 4% or $89,488 at 6%.
A. Kozak & Company LLP Profit Sharing Trust-9$484,074$96,647$10,739iApproximate average salary by contribution assumption: employee only about $268,464 at 4% or $178,976 at 6%; with 50% employer match about $178,976 at 4% or $119,317 at 6%; with 100% employer match about $134,232 at 4% or $89,488 at 6%.
200318$360,875$87,737$10,967iApproximate average salary by contribution assumption: employee only about $274,178 at 4% or $182,785 at 6%; with 50% employer match about $182,785 at 4% or $121,857 at 6%; with 100% employer match about $137,089 at 4% or $91,393 at 6%.
A. Kozak & Company LLP Profit Sharing Trust-8$360,875$87,737$10,967iApproximate average salary by contribution assumption: employee only about $274,178 at 4% or $182,785 at 6%; with 50% employer match about $182,785 at 4% or $121,857 at 6%; with 100% employer match about $137,089 at 4% or $91,393 at 6%.
200218$309,887$76,123$9,515iApproximate average salary by contribution assumption: employee only about $237,884 at 4% or $158,590 at 6%; with 50% employer match about $158,590 at 4% or $105,726 at 6%; with 100% employer match about $118,942 at 4% or $79,295 at 6%.
A. Kozak & Company LLP Profit Sharing Trust-8$309,887$76,123$9,515iApproximate average salary by contribution assumption: employee only about $237,884 at 4% or $158,590 at 6%; with 50% employer match about $158,590 at 4% or $105,726 at 6%; with 100% employer match about $118,942 at 4% or $79,295 at 6%.
200117$279,868$63,008$9,001iApproximate average salary by contribution assumption: employee only about $225,029 at 4% or $150,019 at 6%; with 50% employer match about $150,019 at 4% or $100,013 at 6%; with 100% employer match about $112,514 at 4% or $75,010 at 6%.
A. Kozak & Company LLP Profit Sharing Trust-7$279,868$63,008$9,001iApproximate average salary by contribution assumption: employee only about $225,029 at 4% or $150,019 at 6%; with 50% employer match about $150,019 at 4% or $100,013 at 6%; with 100% employer match about $112,514 at 4% or $75,010 at 6%.
200019$249,064$100,729$11,192iApproximate average salary by contribution assumption: employee only about $279,803 at 4% or $186,535 at 6%; with 50% employer match about $186,535 at 4% or $124,357 at 6%; with 100% employer match about $139,901 at 4% or $93,268 at 6%.
A. Kozak & Company LLP Profit Sharing Trust-9$249,064$100,729$11,192iApproximate average salary by contribution assumption: employee only about $279,803 at 4% or $186,535 at 6%; with 50% employer match about $186,535 at 4% or $124,357 at 6%; with 100% employer match about $139,901 at 4% or $93,268 at 6%.
199918$179,026$98,294$12,287iApproximate average salary by contribution assumption: employee only about $307,169 at 4% or $204,779 at 6%; with 50% employer match about $204,779 at 4% or $136,519 at 6%; with 100% employer match about $153,584 at 4% or $102,390 at 6%.
A. Kozak & Company LLP Profit Sharing Trust-8$179,026$98,294$12,287iApproximate average salary by contribution assumption: employee only about $307,169 at 4% or $204,779 at 6%; with 50% employer match about $204,779 at 4% or $136,519 at 6%; with 100% employer match about $153,584 at 4% or $102,390 at 6%.