Civic Intelligence

Kozy Corporation

Plan context: Kozy Corporation 401(K) Profit Sharing Plan & Trust

EIN 20-5142489 • Waterford, MI • 14 filings • 4 plans

2850 Dixie Hwy Ste 100Waterford, MI 48328-1787
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$353,132

2025 Contributions

$65,165

Historical Graphs

Total Assets Over Time

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

$353,132$176,566$0200620122025YearValue
$353,132Latest year 2025

Participants Over Time

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

950200620122025YearValue
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$353,132$65,165$8,146iApproximate average salary by contribution assumption: employee only about $203,641 at 4% or $135,760 at 6%; with 50% employer match about $135,760 at 4% or $90,507 at 6%; with 100% employer match about $101,820 at 4% or $67,880 at 6%.
Kozy Corporation 401(K) Profit Sharing Plan & Trust-8$353,132$65,165$8,146iApproximate average salary by contribution assumption: employee only about $203,641 at 4% or $135,760 at 6%; with 50% employer match about $135,760 at 4% or $90,507 at 6%; with 100% employer match about $101,820 at 4% or $67,880 at 6%.
202419$252,055$60,880$6,764iApproximate average salary by contribution assumption: employee only about $169,111 at 4% or $112,741 at 6%; with 50% employer match about $112,741 at 4% or $75,160 at 6%; with 100% employer match about $84,556 at 4% or $56,370 at 6%.
Kozy Corporation 401(K) Profit Sharing Plan & Trust-9$252,055$60,880$6,764iApproximate average salary by contribution assumption: employee only about $169,111 at 4% or $112,741 at 6%; with 50% employer match about $112,741 at 4% or $75,160 at 6%; with 100% employer match about $84,556 at 4% or $56,370 at 6%.
202318$178,103$61,890$7,736iApproximate average salary by contribution assumption: employee only about $193,406 at 4% or $128,938 at 6%; with 50% employer match about $128,938 at 4% or $85,958 at 6%; with 100% employer match about $96,703 at 4% or $64,469 at 6%.
Kozy Corporation 401(K) Profit Sharing Plan & Trust-8$178,103$61,890$7,736iApproximate average salary by contribution assumption: employee only about $193,406 at 4% or $128,938 at 6%; with 50% employer match about $128,938 at 4% or $85,958 at 6%; with 100% employer match about $96,703 at 4% or $64,469 at 6%.
202218$115,491$65,910$8,239iApproximate average salary by contribution assumption: employee only about $205,969 at 4% or $137,313 at 6%; with 50% employer match about $137,313 at 4% or $91,542 at 6%; with 100% employer match about $102,984 at 4% or $68,656 at 6%.
Kozy Corporation 401(K) Profit Sharing Plan & Trust-8$115,491$65,910$8,239iApproximate average salary by contribution assumption: employee only about $205,969 at 4% or $137,313 at 6%; with 50% employer match about $137,313 at 4% or $91,542 at 6%; with 100% employer match about $102,984 at 4% or $68,656 at 6%.
202118$62,927$60,691$7,586iApproximate average salary by contribution assumption: employee only about $189,659 at 4% or $126,440 at 6%; with 50% employer match about $126,440 at 4% or $84,293 at 6%; with 100% employer match about $94,830 at 4% or $63,220 at 6%.
Kozy Corporation 401(K) Profit Sharing Plan & Trust-8$62,927$60,691$7,586iApproximate average salary by contribution assumption: employee only about $189,659 at 4% or $126,440 at 6%; with 50% employer match about $126,440 at 4% or $84,293 at 6%; with 100% employer match about $94,830 at 4% or $63,220 at 6%.
201410$0$1-
Kozy Corporation 401(K) Profit Sharing Plan & Trust-0$0$1-
201316$329,231$19,260$3,210iApproximate average salary by contribution assumption: employee only about $80,250 at 4% or $53,500 at 6%; with 50% employer match about $53,500 at 4% or $35,667 at 6%; with 100% employer match about $40,125 at 4% or $26,750 at 6%.
Kozy Corporation 401(K) Profit Sharing Plan & Trust-6$329,231$19,260$3,210iApproximate average salary by contribution assumption: employee only about $80,250 at 4% or $53,500 at 6%; with 50% employer match about $53,500 at 4% or $35,667 at 6%; with 100% employer match about $40,125 at 4% or $26,750 at 6%.
201215$266,219$15,790$3,158iApproximate average salary by contribution assumption: employee only about $78,950 at 4% or $52,633 at 6%; with 50% employer match about $52,633 at 4% or $35,089 at 6%; with 100% employer match about $39,475 at 4% or $26,317 at 6%.
Kozy Corporation 401(K) Profit Sharing Plan & Trust-5$266,219$15,790$3,158iApproximate average salary by contribution assumption: employee only about $78,950 at 4% or $52,633 at 6%; with 50% employer match about $52,633 at 4% or $35,089 at 6%; with 100% employer match about $39,475 at 4% or $26,317 at 6%.
201115$234,280$16,733$3,347iApproximate average salary by contribution assumption: employee only about $83,665 at 4% or $55,777 at 6%; with 50% employer match about $55,777 at 4% or $37,184 at 6%; with 100% employer match about $41,833 at 4% or $27,888 at 6%.
Kozy Corporation 401(K) Profit Sharing Plan & Trust-5$234,280$16,733$3,347iApproximate average salary by contribution assumption: employee only about $83,665 at 4% or $55,777 at 6%; with 50% employer match about $55,777 at 4% or $37,184 at 6%; with 100% employer match about $41,833 at 4% or $27,888 at 6%.
201015$239,608$19,523$3,905iApproximate average salary by contribution assumption: employee only about $97,615 at 4% or $65,077 at 6%; with 50% employer match about $65,077 at 4% or $43,384 at 6%; with 100% employer match about $48,808 at 4% or $32,538 at 6%.
Kozy Corporation 401(K) Profit Sharing Plan & Trust-5$239,608$19,523$3,905iApproximate average salary by contribution assumption: employee only about $97,615 at 4% or $65,077 at 6%; with 50% employer match about $65,077 at 4% or $43,384 at 6%; with 100% employer match about $48,808 at 4% or $32,538 at 6%.
200915$197,344$17,209$3,442iApproximate average salary by contribution assumption: employee only about $86,045 at 4% or $57,363 at 6%; with 50% employer match about $57,363 at 4% or $38,242 at 6%; with 100% employer match about $43,023 at 4% or $28,682 at 6%.
Kozy Corporation 401(K) Profit Sharing Plan & Trust-5$197,344$17,209$3,442iApproximate average salary by contribution assumption: employee only about $86,045 at 4% or $57,363 at 6%; with 50% employer match about $57,363 at 4% or $38,242 at 6%; with 100% employer match about $43,023 at 4% or $28,682 at 6%.
200817$160,234$114,019$16,288iApproximate average salary by contribution assumption: employee only about $407,211 at 4% or $271,474 at 6%; with 50% employer match about $271,474 at 4% or $180,983 at 6%; with 100% employer match about $203,605 at 4% or $135,737 at 6%.
Kozy Corporation 401(K) Profit Sharing Plan & Trust-7$160,234$114,019$16,288iApproximate average salary by contribution assumption: employee only about $407,211 at 4% or $271,474 at 6%; with 50% employer match about $271,474 at 4% or $180,983 at 6%; with 100% employer match about $203,605 at 4% or $135,737 at 6%.
200717$87,116$12,450$1,779iApproximate average salary by contribution assumption: employee only about $44,464 at 4% or $29,643 at 6%; with 50% employer match about $29,643 at 4% or $19,762 at 6%; with 100% employer match about $22,232 at 4% or $14,821 at 6%.
Kozy Corporation 401(K) Profit Sharing Plan & Trust-7$87,116$12,450$1,779iApproximate average salary by contribution assumption: employee only about $44,464 at 4% or $29,643 at 6%; with 50% employer match about $29,643 at 4% or $19,762 at 6%; with 100% employer match about $22,232 at 4% or $14,821 at 6%.
200616$70,874$70,718$11,786iApproximate average salary by contribution assumption: employee only about $294,658 at 4% or $196,439 at 6%; with 50% employer match about $196,439 at 4% or $130,959 at 6%; with 100% employer match about $147,329 at 4% or $98,219 at 6%.
Kozy Corporation 401(K) Profit Sharing Plan & Trust-6$70,874$70,718$11,786iApproximate average salary by contribution assumption: employee only about $294,658 at 4% or $196,439 at 6%; with 50% employer match about $196,439 at 4% or $130,959 at 6%; with 100% employer match about $147,329 at 4% or $98,219 at 6%.