Civic Intelligence

KOZWEL BOATWORKS

Plan context: KOZWEL BOATWORKS 401(K) PROFIT SHARING PLAN & TRUST

EIN 20-4068530 • Santa Ana, CA • 7 filings • 1 plans

2601 S Yale StSanta Ana, CA 92704-5227
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$142,124

2025 Contributions

$29,262

Historical Graphs

Total Assets Over Time

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

$142,124$71,062$0201920222025YearValue
$142,124Latest year 2025

Participants Over Time

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

840201920222025YearValue
8Latest 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
202518$142,124$29,262$3,658iApproximate average salary by contribution assumption: employee only about $91,444 at 4% or $60,963 at 6%; with 50% employer match about $60,963 at 4% or $40,642 at 6%; with 100% employer match about $45,722 at 4% or $30,481 at 6%.
KOZWEL BOATWORKS 401(K) PROFIT SHARING PLAN & TRUST-8$142,124$29,262$3,658iApproximate average salary by contribution assumption: employee only about $91,444 at 4% or $60,963 at 6%; with 50% employer match about $60,963 at 4% or $40,642 at 6%; with 100% employer match about $45,722 at 4% or $30,481 at 6%.
202416$98,463$27,826$4,638iApproximate average salary by contribution assumption: employee only about $115,942 at 4% or $77,294 at 6%; with 50% employer match about $77,294 at 4% or $51,530 at 6%; with 100% employer match about $57,971 at 4% or $38,647 at 6%.
KOZWEL BOATWORKS 401(K) PROFIT SHARING PLAN & TRUST-6$98,463$27,826$4,638iApproximate average salary by contribution assumption: employee only about $115,942 at 4% or $77,294 at 6%; with 50% employer match about $77,294 at 4% or $51,530 at 6%; with 100% employer match about $57,971 at 4% or $38,647 at 6%.
202314$63,387$20,971$5,243iApproximate average salary by contribution assumption: employee only about $131,069 at 4% or $87,379 at 6%; with 50% employer match about $87,379 at 4% or $58,253 at 6%; with 100% employer match about $65,534 at 4% or $43,690 at 6%.
KOZWEL BOATWORKS 401(K) PROFIT SHARING PLAN & TRUST-4$63,387$20,971$5,243iApproximate average salary by contribution assumption: employee only about $131,069 at 4% or $87,379 at 6%; with 50% employer match about $87,379 at 4% or $58,253 at 6%; with 100% employer match about $65,534 at 4% or $43,690 at 6%.
202215$37,429$12,779$2,556iApproximate average salary by contribution assumption: employee only about $63,895 at 4% or $42,597 at 6%; with 50% employer match about $42,597 at 4% or $28,398 at 6%; with 100% employer match about $31,948 at 4% or $21,298 at 6%.
KOZWEL BOATWORKS 401(K) PROFIT SHARING PLAN & TRUST-5$37,429$12,779$2,556iApproximate average salary by contribution assumption: employee only about $63,895 at 4% or $42,597 at 6%; with 50% employer match about $42,597 at 4% or $28,398 at 6%; with 100% employer match about $31,948 at 4% or $21,298 at 6%.
202115$30,149$10,506$2,101iApproximate average salary by contribution assumption: employee only about $52,530 at 4% or $35,020 at 6%; with 50% employer match about $35,020 at 4% or $23,347 at 6%; with 100% employer match about $26,265 at 4% or $17,510 at 6%.
KOZWEL BOATWORKS 401(K) PROFIT SHARING PLAN & TRUST-5$30,149$10,506$2,101iApproximate average salary by contribution assumption: employee only about $52,530 at 4% or $35,020 at 6%; with 50% employer match about $35,020 at 4% or $23,347 at 6%; with 100% employer match about $26,265 at 4% or $17,510 at 6%.
202015$17,096$8,527$1,705iApproximate average salary by contribution assumption: employee only about $42,635 at 4% or $28,423 at 6%; with 50% employer match about $28,423 at 4% or $18,949 at 6%; with 100% employer match about $21,318 at 4% or $14,212 at 6%.
KOZWEL BOATWORKS 401(K) PROFIT SHARING PLAN & TRUST-5$17,096$8,527$1,705iApproximate average salary by contribution assumption: employee only about $42,635 at 4% or $28,423 at 6%; with 50% employer match about $28,423 at 4% or $18,949 at 6%; with 100% employer match about $21,318 at 4% or $14,212 at 6%.
201915$6,445$6,137$1,227iApproximate average salary by contribution assumption: employee only about $30,685 at 4% or $20,457 at 6%; with 50% employer match about $20,457 at 4% or $13,638 at 6%; with 100% employer match about $15,343 at 4% or $10,228 at 6%.
KOZWEL BOATWORKS 401(K) PROFIT SHARING PLAN & TRUST-5$6,445$6,137$1,227iApproximate average salary by contribution assumption: employee only about $30,685 at 4% or $20,457 at 6%; with 50% employer match about $20,457 at 4% or $13,638 at 6%; with 100% employer match about $15,343 at 4% or $10,228 at 6%.