Civic Intelligence

Kosmin Wealth Management

Plan context: Mdogg Retirement Trust

EIN 20-3364112 • Beachwood, OH • 16 filings • 2 plans

23811 Chagrin Blvd. #100Beachwood, OH 44122
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$847,462

2025 Contributions

$47,149

Historical Graphs

Total Assets Over Time

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

$847,462$423,731$0201120182025YearValue
$847,462Latest year 2025

Participants Over Time

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

320201120182025YearValue
3Latest year 2025

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
202513$847,462$47,149$15,716iApproximate average salary by contribution assumption: employee only about $392,908 at 4% or $261,939 at 6%; with 50% employer match about $261,939 at 4% or $174,626 at 6%; with 100% employer match about $196,454 at 4% or $130,969 at 6%.
Mdogg Retirement Trust-3$847,462$47,149$15,716iApproximate average salary by contribution assumption: employee only about $392,908 at 4% or $261,939 at 6%; with 50% employer match about $261,939 at 4% or $174,626 at 6%; with 100% employer match about $196,454 at 4% or $130,969 at 6%.
202423$674,128$46,512$15,504iApproximate average salary by contribution assumption: employee only about $387,600 at 4% or $258,400 at 6%; with 50% employer match about $258,400 at 4% or $172,267 at 6%; with 100% employer match about $193,800 at 4% or $129,200 at 6%.
Mdogg Retirement Trust-3$673,637$39,742$13,247iApproximate average salary by contribution assumption: employee only about $331,183 at 4% or $220,789 at 6%; with 50% employer match about $220,789 at 4% or $147,193 at 6%; with 100% employer match about $165,592 at 4% or $110,394 at 6%.
Kosmin Wealth Management Chamber Benefit Arrangement Plan-1$491$6,770$6,770iApproximate average salary by contribution assumption: employee only about $169,250 at 4% or $112,833 at 6%; with 50% employer match about $112,833 at 4% or $75,222 at 6%; with 100% employer match about $84,625 at 4% or $56,417 at 6%.
202313$565,492$34,341$11,447iApproximate average salary by contribution assumption: employee only about $286,175 at 4% or $190,783 at 6%; with 50% employer match about $190,783 at 4% or $127,189 at 6%; with 100% employer match about $143,088 at 4% or $95,392 at 6%.
Mdogg Retirement Trust-3$565,492$34,341$11,447iApproximate average salary by contribution assumption: employee only about $286,175 at 4% or $190,783 at 6%; with 50% employer match about $190,783 at 4% or $127,189 at 6%; with 100% employer match about $143,088 at 4% or $95,392 at 6%.
202213$449,537$28,429$9,476iApproximate average salary by contribution assumption: employee only about $236,908 at 4% or $157,939 at 6%; with 50% employer match about $157,939 at 4% or $105,293 at 6%; with 100% employer match about $118,454 at 4% or $78,969 at 6%.
Mdogg Retirement Trust-3$449,537$28,429$9,476iApproximate average salary by contribution assumption: employee only about $236,908 at 4% or $157,939 at 6%; with 50% employer match about $157,939 at 4% or $105,293 at 6%; with 100% employer match about $118,454 at 4% or $78,969 at 6%.
202113$495,008$29,757$9,919iApproximate average salary by contribution assumption: employee only about $247,975 at 4% or $165,317 at 6%; with 50% employer match about $165,317 at 4% or $110,211 at 6%; with 100% employer match about $123,988 at 4% or $82,658 at 6%.
Mdogg Retirement Trust-3$495,008$29,757$9,919iApproximate average salary by contribution assumption: employee only about $247,975 at 4% or $165,317 at 6%; with 50% employer match about $165,317 at 4% or $110,211 at 6%; with 100% employer match about $123,988 at 4% or $82,658 at 6%.
202013$402,595$22,650$7,550iApproximate average salary by contribution assumption: employee only about $188,750 at 4% or $125,833 at 6%; with 50% employer match about $125,833 at 4% or $83,889 at 6%; with 100% employer match about $94,375 at 4% or $62,917 at 6%.
Mdogg Retirement Trust-3$402,595$22,650$7,550iApproximate average salary by contribution assumption: employee only about $188,750 at 4% or $125,833 at 6%; with 50% employer match about $125,833 at 4% or $83,889 at 6%; with 100% employer match about $94,375 at 4% or $62,917 at 6%.
201912$293,471$43,327$21,664iApproximate average salary by contribution assumption: employee only about $541,588 at 4% or $361,058 at 6%; with 50% employer match about $361,058 at 4% or $240,706 at 6%; with 100% employer match about $270,794 at 4% or $180,529 at 6%.
Mdogg Retirement Trust-2$293,471$43,327$21,664iApproximate average salary by contribution assumption: employee only about $541,588 at 4% or $361,058 at 6%; with 50% employer match about $361,058 at 4% or $240,706 at 6%; with 100% employer match about $270,794 at 4% or $180,529 at 6%.
201812$235,690$26,500$13,250iApproximate average salary by contribution assumption: employee only about $331,250 at 4% or $220,833 at 6%; with 50% employer match about $220,833 at 4% or $147,222 at 6%; with 100% employer match about $165,625 at 4% or $110,417 at 6%.
Mdogg Retirement Trust-2$235,690$26,500$13,250iApproximate average salary by contribution assumption: employee only about $331,250 at 4% or $220,833 at 6%; with 50% employer match about $220,833 at 4% or $147,222 at 6%; with 100% employer match about $165,625 at 4% or $110,417 at 6%.
201712$232,778$26,216$13,108iApproximate average salary by contribution assumption: employee only about $327,700 at 4% or $218,467 at 6%; with 50% employer match about $218,467 at 4% or $145,644 at 6%; with 100% employer match about $163,850 at 4% or $109,233 at 6%.
Mdogg Retirement Trust-2$232,778$26,216$13,108iApproximate average salary by contribution assumption: employee only about $327,700 at 4% or $218,467 at 6%; with 50% employer match about $218,467 at 4% or $145,644 at 6%; with 100% employer match about $163,850 at 4% or $109,233 at 6%.
201612$196,713$36,302$18,151iApproximate average salary by contribution assumption: employee only about $453,775 at 4% or $302,517 at 6%; with 50% employer match about $302,517 at 4% or $201,678 at 6%; with 100% employer match about $226,888 at 4% or $151,258 at 6%.
Mdogg Retirement Trust-2$196,713$36,302$18,151iApproximate average salary by contribution assumption: employee only about $453,775 at 4% or $302,517 at 6%; with 50% employer match about $302,517 at 4% or $201,678 at 6%; with 100% employer match about $226,888 at 4% or $151,258 at 6%.
201512$122,256$38,307$19,154iApproximate average salary by contribution assumption: employee only about $478,838 at 4% or $319,225 at 6%; with 50% employer match about $319,225 at 4% or $212,817 at 6%; with 100% employer match about $239,419 at 4% or $159,613 at 6%.
Mdogg Retirement Trust-2$122,256$38,307$19,154iApproximate average salary by contribution assumption: employee only about $478,838 at 4% or $319,225 at 6%; with 50% employer match about $319,225 at 4% or $212,817 at 6%; with 100% employer match about $239,419 at 4% or $159,613 at 6%.
201412$77,982$14,049$7,025iApproximate average salary by contribution assumption: employee only about $175,613 at 4% or $117,075 at 6%; with 50% employer match about $117,075 at 4% or $78,050 at 6%; with 100% employer match about $87,806 at 4% or $58,538 at 6%.
Mdogg Retirement Trust-2$77,982$14,049$7,025iApproximate average salary by contribution assumption: employee only about $175,613 at 4% or $117,075 at 6%; with 50% employer match about $117,075 at 4% or $78,050 at 6%; with 100% employer match about $87,806 at 4% or $58,538 at 6%.
201312$63,499$13,075$6,538iApproximate average salary by contribution assumption: employee only about $163,438 at 4% or $108,958 at 6%; with 50% employer match about $108,958 at 4% or $72,639 at 6%; with 100% employer match about $81,719 at 4% or $54,479 at 6%.
Mdogg Retirement Trust-2$63,499$13,075$6,538iApproximate average salary by contribution assumption: employee only about $163,438 at 4% or $108,958 at 6%; with 50% employer match about $108,958 at 4% or $72,639 at 6%; with 100% employer match about $81,719 at 4% or $54,479 at 6%.
201212$41,321$27,389$13,695iApproximate average salary by contribution assumption: employee only about $342,363 at 4% or $228,242 at 6%; with 50% employer match about $228,242 at 4% or $152,161 at 6%; with 100% employer match about $171,181 at 4% or $114,121 at 6%.
Mdogg Retirement Trust-2$41,321$27,389$13,695iApproximate average salary by contribution assumption: employee only about $342,363 at 4% or $228,242 at 6%; with 50% employer match about $228,242 at 4% or $152,161 at 6%; with 100% employer match about $171,181 at 4% or $114,121 at 6%.
201112$11,886$12,476$6,238iApproximate average salary by contribution assumption: employee only about $155,950 at 4% or $103,967 at 6%; with 50% employer match about $103,967 at 4% or $69,311 at 6%; with 100% employer match about $77,975 at 4% or $51,983 at 6%.
Mdogg Retirement Trust-2$11,886$12,476$6,238iApproximate average salary by contribution assumption: employee only about $155,950 at 4% or $103,967 at 6%; with 50% employer match about $103,967 at 4% or $69,311 at 6%; with 100% employer match about $77,975 at 4% or $51,983 at 6%.