Civic Intelligence

J. Kozel & Son Inc.

Plan context: J. Kozel & Son Inc. Profit Sharing Retirement Plan

EIN 16-0840016 • Rochester, NY • 26 filings • 6 plans

1150 Scottsville RoadRochester, NY 14624
Current Snapshot

Latest Year

2024

2024 Participants

60

2024 Assets

$5,808,937

2024 Contributions

$273,241

Historical Graphs

Total Assets Over Time

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

$5,808,937$2,904,469$0199920122024YearValue
$5,808,937Latest year 2024

Participants Over Time

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

83420199920122024YearValue
60Latest 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
2024160$5,808,937$273,241$4,554iApproximate average salary by contribution assumption: employee only about $113,850 at 4% or $75,900 at 6%; with 50% employer match about $75,900 at 4% or $50,600 at 6%; with 100% employer match about $56,925 at 4% or $37,950 at 6%.
J. Kozel & Son Inc. Profit Sharing Retirement Plan-60$5,808,937$273,241$4,554iApproximate average salary by contribution assumption: employee only about $113,850 at 4% or $75,900 at 6%; with 50% employer match about $75,900 at 4% or $50,600 at 6%; with 100% employer match about $56,925 at 4% or $37,950 at 6%.
2023158$4,806,575$317,774$5,479iApproximate average salary by contribution assumption: employee only about $136,972 at 4% or $91,314 at 6%; with 50% employer match about $91,314 at 4% or $60,876 at 6%; with 100% employer match about $68,486 at 4% or $45,657 at 6%.
J. Kozel & Son Inc. Profit Sharing Retirement Plan-58$4,806,575$317,774$5,479iApproximate average salary by contribution assumption: employee only about $136,972 at 4% or $91,314 at 6%; with 50% employer match about $91,314 at 4% or $60,876 at 6%; with 100% employer match about $68,486 at 4% or $45,657 at 6%.
2022154$3,723,364$231,187$4,281iApproximate average salary by contribution assumption: employee only about $107,031 at 4% or $71,354 at 6%; with 50% employer match about $71,354 at 4% or $47,569 at 6%; with 100% employer match about $53,516 at 4% or $35,677 at 6%.
J. Kozel & Son Inc. Profit Sharing Retirement Plan-54$3,723,364$231,187$4,281iApproximate average salary by contribution assumption: employee only about $107,031 at 4% or $71,354 at 6%; with 50% employer match about $71,354 at 4% or $47,569 at 6%; with 100% employer match about $53,516 at 4% or $35,677 at 6%.
2021153$5,489,184$242,036$4,567iApproximate average salary by contribution assumption: employee only about $114,168 at 4% or $76,112 at 6%; with 50% employer match about $76,112 at 4% or $50,741 at 6%; with 100% employer match about $57,084 at 4% or $38,056 at 6%.
J. Kozel & Son Inc. Profit Sharing Retirement Plan-53$5,489,184$242,036$4,567iApproximate average salary by contribution assumption: employee only about $114,168 at 4% or $76,112 at 6%; with 50% employer match about $76,112 at 4% or $50,741 at 6%; with 100% employer match about $57,084 at 4% or $38,056 at 6%.
2020148$5,174,822$174,297$3,631iApproximate average salary by contribution assumption: employee only about $90,780 at 4% or $60,520 at 6%; with 50% employer match about $60,520 at 4% or $40,347 at 6%; with 100% employer match about $45,390 at 4% or $30,260 at 6%.
J. Kozel & Son Inc. Profit Sharing Retirement Plan-48$5,174,822$174,297$3,631iApproximate average salary by contribution assumption: employee only about $90,780 at 4% or $60,520 at 6%; with 50% employer match about $60,520 at 4% or $40,347 at 6%; with 100% employer match about $45,390 at 4% or $30,260 at 6%.
2019145$4,457,968$136,381$3,031iApproximate average salary by contribution assumption: employee only about $75,767 at 4% or $50,511 at 6%; with 50% employer match about $50,511 at 4% or $33,674 at 6%; with 100% employer match about $37,884 at 4% or $25,256 at 6%.
J. Kozel & Son Inc. Profit Sharing Retirement Plan-45$4,457,968$136,381$3,031iApproximate average salary by contribution assumption: employee only about $75,767 at 4% or $50,511 at 6%; with 50% employer match about $50,511 at 4% or $33,674 at 6%; with 100% employer match about $37,884 at 4% or $25,256 at 6%.
2018146$3,603,703$136,516$2,968iApproximate average salary by contribution assumption: employee only about $74,193 at 4% or $49,462 at 6%; with 50% employer match about $49,462 at 4% or $32,975 at 6%; with 100% employer match about $37,097 at 4% or $24,731 at 6%.
J. Kozel & Son Inc. Profit Sharing Retirement Plan-46$3,603,703$136,516$2,968iApproximate average salary by contribution assumption: employee only about $74,193 at 4% or $49,462 at 6%; with 50% employer match about $49,462 at 4% or $32,975 at 6%; with 100% employer match about $37,097 at 4% or $24,731 at 6%.
2017183$4,330,253$144,308$1,739iApproximate average salary by contribution assumption: employee only about $43,466 at 4% or $28,978 at 6%; with 50% employer match about $28,978 at 4% or $19,318 at 6%; with 100% employer match about $21,733 at 4% or $14,489 at 6%.
J. Kozel & Son Inc. Profit Sharing Retirement Plan-83$4,330,253$144,308$1,739iApproximate average salary by contribution assumption: employee only about $43,466 at 4% or $28,978 at 6%; with 50% employer match about $28,978 at 4% or $19,318 at 6%; with 100% employer match about $21,733 at 4% or $14,489 at 6%.
2016157$3,650,817$154,914$2,718iApproximate average salary by contribution assumption: employee only about $67,945 at 4% or $45,296 at 6%; with 50% employer match about $45,296 at 4% or $30,198 at 6%; with 100% employer match about $33,972 at 4% or $22,648 at 6%.
J. Kozel & Son Inc. Profit Sharing Retirement Plan-57$3,650,817$154,914$2,718iApproximate average salary by contribution assumption: employee only about $67,945 at 4% or $45,296 at 6%; with 50% employer match about $45,296 at 4% or $30,198 at 6%; with 100% employer match about $33,972 at 4% or $22,648 at 6%.
2015161$3,386,424$116,173$1,904iApproximate average salary by contribution assumption: employee only about $47,612 at 4% or $31,741 at 6%; with 50% employer match about $31,741 at 4% or $21,161 at 6%; with 100% employer match about $23,806 at 4% or $15,871 at 6%.
J. Kozel & Son Inc. Profit Sharing Retirement Plan-61$3,386,424$116,173$1,904iApproximate average salary by contribution assumption: employee only about $47,612 at 4% or $31,741 at 6%; with 50% employer match about $31,741 at 4% or $21,161 at 6%; with 100% employer match about $23,806 at 4% or $15,871 at 6%.
2014162$3,469,850$116,651$1,881iApproximate average salary by contribution assumption: employee only about $47,037 at 4% or $31,358 at 6%; with 50% employer match about $31,358 at 4% or $20,905 at 6%; with 100% employer match about $23,518 at 4% or $15,679 at 6%.
J. Kozel & Son Inc. Profit Sharing Retirement Plan-62$3,469,850$116,651$1,881iApproximate average salary by contribution assumption: employee only about $47,037 at 4% or $31,358 at 6%; with 50% employer match about $31,358 at 4% or $20,905 at 6%; with 100% employer match about $23,518 at 4% or $15,679 at 6%.
2013153$3,200,143$149,498$2,821iApproximate average salary by contribution assumption: employee only about $70,518 at 4% or $47,012 at 6%; with 50% employer match about $47,012 at 4% or $31,341 at 6%; with 100% employer match about $35,259 at 4% or $23,506 at 6%.
J. Kozel & Son Inc. Profit Sharing Retirement Plan-53$3,200,143$149,498$2,821iApproximate average salary by contribution assumption: employee only about $70,518 at 4% or $47,012 at 6%; with 50% employer match about $47,012 at 4% or $31,341 at 6%; with 100% employer match about $35,259 at 4% or $23,506 at 6%.
2012155$2,635,252$93,636$1,702iApproximate average salary by contribution assumption: employee only about $42,562 at 4% or $28,375 at 6%; with 50% employer match about $28,375 at 4% or $18,916 at 6%; with 100% employer match about $21,281 at 4% or $14,187 at 6%.
J. Kozel & Son Inc. Profit Sharing Retirement Plan-55$2,635,252$93,636$1,702iApproximate average salary by contribution assumption: employee only about $42,562 at 4% or $28,375 at 6%; with 50% employer match about $28,375 at 4% or $18,916 at 6%; with 100% employer match about $21,281 at 4% or $14,187 at 6%.
2011151$2,270,916$90,303$1,771iApproximate average salary by contribution assumption: employee only about $44,266 at 4% or $29,511 at 6%; with 50% employer match about $29,511 at 4% or $19,674 at 6%; with 100% employer match about $22,133 at 4% or $14,755 at 6%.
J. Kozel & Son Inc. Profit Sharing Retirement Plan-51$2,270,916$90,303$1,771iApproximate average salary by contribution assumption: employee only about $44,266 at 4% or $29,511 at 6%; with 50% employer match about $29,511 at 4% or $19,674 at 6%; with 100% employer match about $22,133 at 4% or $14,755 at 6%.
2010152$2,365,628$84,879$1,632iApproximate average salary by contribution assumption: employee only about $40,807 at 4% or $27,205 at 6%; with 50% employer match about $27,205 at 4% or $18,137 at 6%; with 100% employer match about $20,404 at 4% or $13,602 at 6%.
J. Kozel & Son Inc. Profit Sharing Retirement Plan-52$2,365,628$84,879$1,632iApproximate average salary by contribution assumption: employee only about $40,807 at 4% or $27,205 at 6%; with 50% employer match about $27,205 at 4% or $18,137 at 6%; with 100% employer match about $20,404 at 4% or $13,602 at 6%.
2009160$2,091,262$96,916$1,615iApproximate average salary by contribution assumption: employee only about $40,382 at 4% or $26,921 at 6%; with 50% employer match about $26,921 at 4% or $17,947 at 6%; with 100% employer match about $20,191 at 4% or $13,461 at 6%.
J. Kozel & Son Inc. Profit Sharing Retirement Plan-60$2,091,262$96,916$1,615iApproximate average salary by contribution assumption: employee only about $40,382 at 4% or $26,921 at 6%; with 50% employer match about $26,921 at 4% or $17,947 at 6%; with 100% employer match about $20,191 at 4% or $13,461 at 6%.
2008142$1,568,727$150,776$3,590iApproximate average salary by contribution assumption: employee only about $89,748 at 4% or $59,832 at 6%; with 50% employer match about $59,832 at 4% or $39,888 at 6%; with 100% employer match about $44,874 at 4% or $29,916 at 6%.
J. Kozel & Son Inc. Profit Sharing Retirement Plan-42$1,568,727$150,776$3,590iApproximate average salary by contribution assumption: employee only about $89,748 at 4% or $59,832 at 6%; with 50% employer match about $59,832 at 4% or $39,888 at 6%; with 100% employer match about $44,874 at 4% or $29,916 at 6%.
2007143$2,198,856$144,295$3,356iApproximate average salary by contribution assumption: employee only about $83,892 at 4% or $55,928 at 6%; with 50% employer match about $55,928 at 4% or $37,286 at 6%; with 100% employer match about $41,946 at 4% or $27,964 at 6%.
J. Kozel & Son Inc. Profit Sharing Retirement Plan-43$2,198,856$144,295$3,356iApproximate average salary by contribution assumption: employee only about $83,892 at 4% or $55,928 at 6%; with 50% employer match about $55,928 at 4% or $37,286 at 6%; with 100% employer match about $41,946 at 4% or $27,964 at 6%.
2006140$1,963,908$149,897$3,747iApproximate average salary by contribution assumption: employee only about $93,686 at 4% or $62,457 at 6%; with 50% employer match about $62,457 at 4% or $41,638 at 6%; with 100% employer match about $46,843 at 4% or $31,229 at 6%.
J. Kozel & Son Inc. Profit Sharing Retirement Plan-40$1,963,908$149,897$3,747iApproximate average salary by contribution assumption: employee only about $93,686 at 4% or $62,457 at 6%; with 50% employer match about $62,457 at 4% or $41,638 at 6%; with 100% employer match about $46,843 at 4% or $31,229 at 6%.
2005141$1,670,245$170,038$4,147iApproximate average salary by contribution assumption: employee only about $103,682 at 4% or $69,121 at 6%; with 50% employer match about $69,121 at 4% or $46,081 at 6%; with 100% employer match about $51,841 at 4% or $34,561 at 6%.
J. Kozel & Son Inc. Profit Sharing Retirement Plan-41$1,670,245$170,038$4,147iApproximate average salary by contribution assumption: employee only about $103,682 at 4% or $69,121 at 6%; with 50% employer match about $69,121 at 4% or $46,081 at 6%; with 100% employer match about $51,841 at 4% or $34,561 at 6%.
2004142$1,462,517$220,521$5,251iApproximate average salary by contribution assumption: employee only about $131,263 at 4% or $87,508 at 6%; with 50% employer match about $87,508 at 4% or $58,339 at 6%; with 100% employer match about $65,631 at 4% or $43,754 at 6%.
J. Kozel & Son Inc. Profit Sharing Retirement Plan-42$1,462,517$220,521$5,251iApproximate average salary by contribution assumption: employee only about $131,263 at 4% or $87,508 at 6%; with 50% employer match about $87,508 at 4% or $58,339 at 6%; with 100% employer match about $65,631 at 4% or $43,754 at 6%.
2003145$1,188,757$152,101$3,380iApproximate average salary by contribution assumption: employee only about $84,501 at 4% or $56,334 at 6%; with 50% employer match about $56,334 at 4% or $37,556 at 6%; with 100% employer match about $42,250 at 4% or $28,167 at 6%.
J. Kozel & Son Inc. Profit Sharing Retirement Plan-45$1,188,757$152,101$3,380iApproximate average salary by contribution assumption: employee only about $84,501 at 4% or $56,334 at 6%; with 50% employer match about $56,334 at 4% or $37,556 at 6%; with 100% employer match about $42,250 at 4% or $28,167 at 6%.
2002137$856,582$238,356$6,442iApproximate average salary by contribution assumption: employee only about $161,051 at 4% or $107,368 at 6%; with 50% employer match about $107,368 at 4% or $71,578 at 6%; with 100% employer match about $80,526 at 4% or $53,684 at 6%.
J. Kozel & Son Inc. Profit Sharing Retirement Plan-37$856,582$238,356$6,442iApproximate average salary by contribution assumption: employee only about $161,051 at 4% or $107,368 at 6%; with 50% employer match about $107,368 at 4% or $71,578 at 6%; with 100% employer match about $80,526 at 4% or $53,684 at 6%.
2001131$771,784$119,381$3,851iApproximate average salary by contribution assumption: employee only about $96,275 at 4% or $64,183 at 6%; with 50% employer match about $64,183 at 4% or $42,789 at 6%; with 100% employer match about $48,138 at 4% or $32,092 at 6%.
J. Kozel & Son Inc. Profit Sharing Retirement Plan-31$771,784$119,381$3,851iApproximate average salary by contribution assumption: employee only about $96,275 at 4% or $64,183 at 6%; with 50% employer match about $64,183 at 4% or $42,789 at 6%; with 100% employer match about $48,138 at 4% or $32,092 at 6%.
2000118$840,185$0-
J. Kozel & Son Inc. Profit Sharing Retirement Plan-18$840,185--
1999116$849,209$52,000$3,250iApproximate average salary by contribution assumption: employee only about $81,250 at 4% or $54,167 at 6%; with 50% employer match about $54,167 at 4% or $36,111 at 6%; with 100% employer match about $40,625 at 4% or $27,083 at 6%.
J. Kozel & Son Inc. Profit Sharing Retirement Plan-16$849,209$52,000$3,250iApproximate average salary by contribution assumption: employee only about $81,250 at 4% or $54,167 at 6%; with 50% employer match about $54,167 at 4% or $36,111 at 6%; with 100% employer match about $40,625 at 4% or $27,083 at 6%.