Wilson, Bave, Conboy, Cozza & Couze
Plan context: Wilson, Bave, Conboy, Cozza & Couzens PC. Incentive Savings Trust
EIN 13-3081616 • White Plains, NY • 26 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
17
2024 Assets
$6,323,027
2024 Contributions
$150,787
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 17 | $6,323,027 | $150,787 | $8,870iApproximate average salary by contribution assumption: employee only about $221,746 at 4% or $147,830 at 6%; with 50% employer match about $147,830 at 4% or $98,554 at 6%; with 100% employer match about $110,873 at 4% or $73,915 at 6%. |
| Wilson, Bave, Conboy, Cozza & Couzens PC. Incentive Savings Trust | - | 17 | $6,323,027 | $150,787 | $8,870iApproximate average salary by contribution assumption: employee only about $221,746 at 4% or $147,830 at 6%; with 50% employer match about $147,830 at 4% or $98,554 at 6%; with 100% employer match about $110,873 at 4% or $73,915 at 6%. |
| 2023 | 1 | 15 | $5,916,476 | $241,212 | $16,081iApproximate average salary by contribution assumption: employee only about $402,020 at 4% or $268,013 at 6%; with 50% employer match about $268,013 at 4% or $178,676 at 6%; with 100% employer match about $201,010 at 4% or $134,007 at 6%. |
| Wilson, Bave, Conboy, Cozza & Couzens PC. Incentive Savings Trust | - | 15 | $5,916,476 | $241,212 | $16,081iApproximate average salary by contribution assumption: employee only about $402,020 at 4% or $268,013 at 6%; with 50% employer match about $268,013 at 4% or $178,676 at 6%; with 100% employer match about $201,010 at 4% or $134,007 at 6%. |
| 2022 | 1 | 15 | $5,081,840 | $137,701 | $9,180iApproximate average salary by contribution assumption: employee only about $229,502 at 4% or $153,001 at 6%; with 50% employer match about $153,001 at 4% or $102,001 at 6%; with 100% employer match about $114,751 at 4% or $76,501 at 6%. |
| Wilson, Bave, Conboy, Cozza & Couzens PC. Incentive Savings Trust | - | 15 | $5,081,840 | $137,701 | $9,180iApproximate average salary by contribution assumption: employee only about $229,502 at 4% or $153,001 at 6%; with 50% employer match about $153,001 at 4% or $102,001 at 6%; with 100% employer match about $114,751 at 4% or $76,501 at 6%. |
| 2021 | 1 | 16 | $6,260,476 | $170,373 | $10,648iApproximate average salary by contribution assumption: employee only about $266,208 at 4% or $177,472 at 6%; with 50% employer match about $177,472 at 4% or $118,315 at 6%; with 100% employer match about $133,104 at 4% or $88,736 at 6%. |
| Wilson, Bave, Conboy, Cozza & Couzens PC. Incentive Savings Trust | - | 16 | $6,260,476 | $170,373 | $10,648iApproximate average salary by contribution assumption: employee only about $266,208 at 4% or $177,472 at 6%; with 50% employer match about $177,472 at 4% or $118,315 at 6%; with 100% employer match about $133,104 at 4% or $88,736 at 6%. |
| 2020 | 1 | 17 | $5,525,167 | $120,707 | $7,100iApproximate average salary by contribution assumption: employee only about $177,510 at 4% or $118,340 at 6%; with 50% employer match about $118,340 at 4% or $78,893 at 6%; with 100% employer match about $88,755 at 4% or $59,170 at 6%. |
| Wilson, Bave, Conboy, Cozza & Couzens PC. Incentive Savings Trust | - | 17 | $5,525,167 | $120,707 | $7,100iApproximate average salary by contribution assumption: employee only about $177,510 at 4% or $118,340 at 6%; with 50% employer match about $118,340 at 4% or $78,893 at 6%; with 100% employer match about $88,755 at 4% or $59,170 at 6%. |
| 2019 | 1 | 17 | $4,752,322 | $145,209 | $8,542iApproximate average salary by contribution assumption: employee only about $213,543 at 4% or $142,362 at 6%; with 50% employer match about $142,362 at 4% or $94,908 at 6%; with 100% employer match about $106,771 at 4% or $71,181 at 6%. |
| Wilson, Bave, Conboy, Cozza & Couzens PC. Incentive Savings Trust | - | 17 | $4,752,322 | $145,209 | $8,542iApproximate average salary by contribution assumption: employee only about $213,543 at 4% or $142,362 at 6%; with 50% employer match about $142,362 at 4% or $94,908 at 6%; with 100% employer match about $106,771 at 4% or $71,181 at 6%. |
| 2018 | 1 | 16 | $5,220,854 | $136,878 | $8,555iApproximate average salary by contribution assumption: employee only about $213,872 at 4% or $142,581 at 6%; with 50% employer match about $142,581 at 4% or $95,054 at 6%; with 100% employer match about $106,936 at 4% or $71,291 at 6%. |
| Wilson, Bave, Conboy, Cozza & Couzens PC. Incentive Savings Trust | - | 16 | $5,220,854 | $136,878 | $8,555iApproximate average salary by contribution assumption: employee only about $213,872 at 4% or $142,581 at 6%; with 50% employer match about $142,581 at 4% or $95,054 at 6%; with 100% employer match about $106,936 at 4% or $71,291 at 6%. |
| 2017 | 1 | 16 | $5,966,575 | $169,922 | $10,620iApproximate average salary by contribution assumption: employee only about $265,503 at 4% or $177,002 at 6%; with 50% employer match about $177,002 at 4% or $118,001 at 6%; with 100% employer match about $132,752 at 4% or $88,501 at 6%. |
| Wilson, Bave, Conboy, Cozza & Couzens PC. Incentive Savings Trust | - | 16 | $5,966,575 | $169,922 | $10,620iApproximate average salary by contribution assumption: employee only about $265,503 at 4% or $177,002 at 6%; with 50% employer match about $177,002 at 4% or $118,001 at 6%; with 100% employer match about $132,752 at 4% or $88,501 at 6%. |
| 2016 | 1 | 16 | $5,068,929 | $156,334 | $9,771iApproximate average salary by contribution assumption: employee only about $244,272 at 4% or $162,848 at 6%; with 50% employer match about $162,848 at 4% or $108,565 at 6%; with 100% employer match about $122,136 at 4% or $81,424 at 6%. |
| Wilson, Bave, Conboy, Cozza & Couzens PC. Incentive Savings Trust | - | 16 | $5,068,929 | $156,334 | $9,771iApproximate average salary by contribution assumption: employee only about $244,272 at 4% or $162,848 at 6%; with 50% employer match about $162,848 at 4% or $108,565 at 6%; with 100% employer match about $122,136 at 4% or $81,424 at 6%. |
| 2015 | 1 | 14 | $4,675,366 | $153,511 | $10,965iApproximate average salary by contribution assumption: employee only about $274,127 at 4% or $182,751 at 6%; with 50% employer match about $182,751 at 4% or $121,834 at 6%; with 100% employer match about $137,063 at 4% or $91,376 at 6%. |
| Wilson, Bave, Conboy, Cozza & Couzens PC. Incentive Savings Trust | - | 14 | $4,675,366 | $153,511 | $10,965iApproximate average salary by contribution assumption: employee only about $274,127 at 4% or $182,751 at 6%; with 50% employer match about $182,751 at 4% or $121,834 at 6%; with 100% employer match about $137,063 at 4% or $91,376 at 6%. |
| 2014 | 1 | 15 | $4,881,235 | $110,948 | $7,397iApproximate average salary by contribution assumption: employee only about $184,913 at 4% or $123,276 at 6%; with 50% employer match about $123,276 at 4% or $82,184 at 6%; with 100% employer match about $92,457 at 4% or $61,638 at 6%. |
| Wilson, Bave, Conboy, Cozza & Couzens PC. Incentive Savings Trust | - | 15 | $4,881,235 | $110,948 | $7,397iApproximate average salary by contribution assumption: employee only about $184,913 at 4% or $123,276 at 6%; with 50% employer match about $123,276 at 4% or $82,184 at 6%; with 100% employer match about $92,457 at 4% or $61,638 at 6%. |
| 2013 | 1 | 15 | $4,567,844 | $126,422 | $8,428iApproximate average salary by contribution assumption: employee only about $210,703 at 4% or $140,469 at 6%; with 50% employer match about $140,469 at 4% or $93,646 at 6%; with 100% employer match about $105,352 at 4% or $70,234 at 6%. |
| Wilson, Bave, Conboy, Cozza & Couzens PC. Incentive Savings Trust | - | 15 | $4,567,844 | $126,422 | $8,428iApproximate average salary by contribution assumption: employee only about $210,703 at 4% or $140,469 at 6%; with 50% employer match about $140,469 at 4% or $93,646 at 6%; with 100% employer match about $105,352 at 4% or $70,234 at 6%. |
| 2012 | 1 | 14 | $3,684,163 | $162,783 | $11,627iApproximate average salary by contribution assumption: employee only about $290,684 at 4% or $193,789 at 6%; with 50% employer match about $193,789 at 4% or $129,193 at 6%; with 100% employer match about $145,342 at 4% or $96,895 at 6%. |
| Wilson, Bave, Conboy, Cozza & Couzens PC. Incentive Savings Trust | - | 14 | $3,684,163 | $162,783 | $11,627iApproximate average salary by contribution assumption: employee only about $290,684 at 4% or $193,789 at 6%; with 50% employer match about $193,789 at 4% or $129,193 at 6%; with 100% employer match about $145,342 at 4% or $96,895 at 6%. |
| 2011 | 1 | 17 | $3,593,643 | $120,906 | $7,112iApproximate average salary by contribution assumption: employee only about $177,803 at 4% or $118,535 at 6%; with 50% employer match about $118,535 at 4% or $79,024 at 6%; with 100% employer match about $88,901 at 4% or $59,268 at 6%. |
| Wilson, Bave, Conboy, Cozza & Couzens PC. Incentive Savings Trust | - | 17 | $3,593,643 | $120,906 | $7,112iApproximate average salary by contribution assumption: employee only about $177,803 at 4% or $118,535 at 6%; with 50% employer match about $118,535 at 4% or $79,024 at 6%; with 100% employer match about $88,901 at 4% or $59,268 at 6%. |
| 2010 | 1 | 18 | $3,553,076 | $119,773 | $6,654iApproximate average salary by contribution assumption: employee only about $166,351 at 4% or $110,901 at 6%; with 50% employer match about $110,901 at 4% or $73,934 at 6%; with 100% employer match about $83,176 at 4% or $55,450 at 6%. |
| Wilson, Bave, Conboy, Cozza & Couzens PC. Incentive Savings Trust | - | 18 | $3,553,076 | $119,773 | $6,654iApproximate average salary by contribution assumption: employee only about $166,351 at 4% or $110,901 at 6%; with 50% employer match about $110,901 at 4% or $73,934 at 6%; with 100% employer match about $83,176 at 4% or $55,450 at 6%. |
| 2009 | 1 | 19 | $3,070,667 | $94,064 | $4,951iApproximate average salary by contribution assumption: employee only about $123,768 at 4% or $82,512 at 6%; with 50% employer match about $82,512 at 4% or $55,008 at 6%; with 100% employer match about $61,884 at 4% or $41,256 at 6%. |
| Wilson, Bave, Conboy, Cozza & Couzens PC. Incentive Savings Trust | - | 19 | $3,070,667 | $94,064 | $4,951iApproximate average salary by contribution assumption: employee only about $123,768 at 4% or $82,512 at 6%; with 50% employer match about $82,512 at 4% or $55,008 at 6%; with 100% employer match about $61,884 at 4% or $41,256 at 6%. |
| 2008 | 1 | 16 | $2,368,593 | $126,202 | $7,888iApproximate average salary by contribution assumption: employee only about $197,191 at 4% or $131,460 at 6%; with 50% employer match about $131,460 at 4% or $87,640 at 6%; with 100% employer match about $98,595 at 4% or $65,730 at 6%. |
| Wilson, Bave, Conboy, Cozza & Couzens PC. Incentive Savings Trust | - | 16 | $2,368,593 | $126,202 | $7,888iApproximate average salary by contribution assumption: employee only about $197,191 at 4% or $131,460 at 6%; with 50% employer match about $131,460 at 4% or $87,640 at 6%; with 100% employer match about $98,595 at 4% or $65,730 at 6%. |
| 2007 | 1 | 16 | $3,768,780 | $154,677 | $9,667iApproximate average salary by contribution assumption: employee only about $241,683 at 4% or $161,122 at 6%; with 50% employer match about $161,122 at 4% or $107,415 at 6%; with 100% employer match about $120,841 at 4% or $80,561 at 6%. |
| Wilson, Bave, Conboy, Cozza & Couzens PC. Incentive Savings Trust | - | 16 | $3,768,780 | $154,677 | $9,667iApproximate average salary by contribution assumption: employee only about $241,683 at 4% or $161,122 at 6%; with 50% employer match about $161,122 at 4% or $107,415 at 6%; with 100% employer match about $120,841 at 4% or $80,561 at 6%. |
| 2006 | 1 | 19 | $3,551,398 | $167,001 | $8,790iApproximate average salary by contribution assumption: employee only about $219,738 at 4% or $146,492 at 6%; with 50% employer match about $146,492 at 4% or $97,661 at 6%; with 100% employer match about $109,869 at 4% or $73,246 at 6%. |
| Wilson, Bave, Conboy, Cozza & Couzens PC. Incentive Savings Trust | - | 19 | $3,551,398 | $167,001 | $8,790iApproximate average salary by contribution assumption: employee only about $219,738 at 4% or $146,492 at 6%; with 50% employer match about $146,492 at 4% or $97,661 at 6%; with 100% employer match about $109,869 at 4% or $73,246 at 6%. |
| 2005 | 1 | 20 | $4,364,639 | $149,411 | $7,471iApproximate average salary by contribution assumption: employee only about $186,764 at 4% or $124,509 at 6%; with 50% employer match about $124,509 at 4% or $83,006 at 6%; with 100% employer match about $93,382 at 4% or $62,255 at 6%. |
| Wilson, Bave, Conboy, Cozza & Couzens PC. Incentive Savings Trust | - | 20 | $4,364,639 | $149,411 | $7,471iApproximate average salary by contribution assumption: employee only about $186,764 at 4% or $124,509 at 6%; with 50% employer match about $124,509 at 4% or $83,006 at 6%; with 100% employer match about $93,382 at 4% or $62,255 at 6%. |
| 2004 | 1 | 18 | $4,046,875 | $138,094 | $7,672iApproximate average salary by contribution assumption: employee only about $191,797 at 4% or $127,865 at 6%; with 50% employer match about $127,865 at 4% or $85,243 at 6%; with 100% employer match about $95,899 at 4% or $63,932 at 6%. |
| Wilson, Bave, Conboy, Cozza & Couzens PC. Incentive Savings Trust | - | 18 | $4,046,875 | $138,094 | $7,672iApproximate average salary by contribution assumption: employee only about $191,797 at 4% or $127,865 at 6%; with 50% employer match about $127,865 at 4% or $85,243 at 6%; with 100% employer match about $95,899 at 4% or $63,932 at 6%. |
| 2003 | 1 | 19 | $3,467,129 | $142,336 | $7,491iApproximate average salary by contribution assumption: employee only about $187,284 at 4% or $124,856 at 6%; with 50% employer match about $124,856 at 4% or $83,237 at 6%; with 100% employer match about $93,642 at 4% or $62,428 at 6%. |
| Wilson, Bave, Conboy, Cozza & Couzens PC. Incentive Savings Trust | - | 19 | $3,467,129 | $142,336 | $7,491iApproximate average salary by contribution assumption: employee only about $187,284 at 4% or $124,856 at 6%; with 50% employer match about $124,856 at 4% or $83,237 at 6%; with 100% employer match about $93,642 at 4% or $62,428 at 6%. |
| 2002 | 1 | 19 | $0 | $0 | - |
| Wilson, Bave, Conboy, Cozza & Couzens PC. Incentive Savings Trust | - | 19 | - | - | - |
| 2001 | 1 | 16 | $0 | $0 | - |
| Wilson, Bave, Conboy, Cozza & Couzens PC. Incentive Savings Trust | - | 16 | - | - | - |
| 2000 | 1 | 24 | $0 | $0 | - |
| Wilson, Bave, Conboy, Cozza & Couzens PC. Incentive Savings Trust | - | 24 | - | - | - |
| 1999 | 1 | 22 | $4,733,400 | $203,215 | $9,237iApproximate average salary by contribution assumption: employee only about $230,926 at 4% or $153,951 at 6%; with 50% employer match about $153,951 at 4% or $102,634 at 6%; with 100% employer match about $115,463 at 4% or $76,975 at 6%. |
| Wilson, Bave, Conboy, Cozza & Couzens PC. Incentive Savings Trust | - | 22 | $4,733,400 | $203,215 | $9,237iApproximate average salary by contribution assumption: employee only about $230,926 at 4% or $153,951 at 6%; with 50% employer match about $153,951 at 4% or $102,634 at 6%; with 100% employer match about $115,463 at 4% or $76,975 at 6%. |