Civic Intelligence

Kozak & Davis PC.

Plan context: Kozak & Davis PC. 401(K) Profit Sharing Plan

EIN 26-1378538 • Portsmouth, VA • 18 filings • 5 plans

355 Crawford Street, Ste 700Portsmouth, VA 23704
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$4,255,380

2025 Contributions

$43,736

Historical Graphs

Total Assets Over Time

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

$4,255,380$2,127,690$0200820172025YearValue
$4,255,380Latest year 2025

Participants Over Time

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

1370200820172025YearValue
7Latest 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
202517$4,255,380$43,736$6,248iApproximate average salary by contribution assumption: employee only about $156,200 at 4% or $104,133 at 6%; with 50% employer match about $104,133 at 4% or $69,422 at 6%; with 100% employer match about $78,100 at 4% or $52,067 at 6%.
Kozak & Davis PC. 401(K) Profit Sharing Plan-7$4,255,380$43,736$6,248iApproximate average salary by contribution assumption: employee only about $156,200 at 4% or $104,133 at 6%; with 50% employer match about $104,133 at 4% or $69,422 at 6%; with 100% employer match about $78,100 at 4% or $52,067 at 6%.
2024111$3,897,875$46,433$4,221iApproximate average salary by contribution assumption: employee only about $105,530 at 4% or $70,353 at 6%; with 50% employer match about $70,353 at 4% or $46,902 at 6%; with 100% employer match about $52,765 at 4% or $35,177 at 6%.
Kozak & Davis PC. 401(K) Profit Sharing Plan-11$3,897,875$46,433$4,221iApproximate average salary by contribution assumption: employee only about $105,530 at 4% or $70,353 at 6%; with 50% employer match about $70,353 at 4% or $46,902 at 6%; with 100% employer match about $52,765 at 4% or $35,177 at 6%.
2023111$3,221,930$44,954$4,087iApproximate average salary by contribution assumption: employee only about $102,168 at 4% or $68,112 at 6%; with 50% employer match about $68,112 at 4% or $45,408 at 6%; with 100% employer match about $51,084 at 4% or $34,056 at 6%.
Kozak & Davis PC. 401(K) Profit Sharing Plan-11$3,221,930$44,954$4,087iApproximate average salary by contribution assumption: employee only about $102,168 at 4% or $68,112 at 6%; with 50% employer match about $68,112 at 4% or $45,408 at 6%; with 100% employer match about $51,084 at 4% or $34,056 at 6%.
2022112$2,564,394$41,193$3,433iApproximate average salary by contribution assumption: employee only about $85,819 at 4% or $57,213 at 6%; with 50% employer match about $57,213 at 4% or $38,142 at 6%; with 100% employer match about $42,909 at 4% or $28,606 at 6%.
Kozak & Davis PC. 401(K) Profit Sharing Plan-12$2,564,394$41,193$3,433iApproximate average salary by contribution assumption: employee only about $85,819 at 4% or $57,213 at 6%; with 50% employer match about $57,213 at 4% or $38,142 at 6%; with 100% employer match about $42,909 at 4% or $28,606 at 6%.
2021112$3,387,201$41,297$3,441iApproximate average salary by contribution assumption: employee only about $86,035 at 4% or $57,357 at 6%; with 50% employer match about $57,357 at 4% or $38,238 at 6%; with 100% employer match about $43,018 at 4% or $28,678 at 6%.
Kozak & Davis PC. 401(K) Profit Sharing Plan-12$3,387,201$41,297$3,441iApproximate average salary by contribution assumption: employee only about $86,035 at 4% or $57,357 at 6%; with 50% employer match about $57,357 at 4% or $38,238 at 6%; with 100% employer match about $43,018 at 4% or $28,678 at 6%.
2020112$2,918,992$41,597$3,466iApproximate average salary by contribution assumption: employee only about $86,660 at 4% or $57,774 at 6%; with 50% employer match about $57,774 at 4% or $38,516 at 6%; with 100% employer match about $43,330 at 4% or $28,887 at 6%.
Kozak & Davis PC. 401(K) Profit Sharing Plan-12$2,918,992$41,597$3,466iApproximate average salary by contribution assumption: employee only about $86,660 at 4% or $57,774 at 6%; with 50% employer match about $57,774 at 4% or $38,516 at 6%; with 100% employer match about $43,330 at 4% or $28,887 at 6%.
2019113$2,370,719$106,586$8,199iApproximate average salary by contribution assumption: employee only about $204,973 at 4% or $136,649 at 6%; with 50% employer match about $136,649 at 4% or $91,099 at 6%; with 100% employer match about $102,487 at 4% or $68,324 at 6%.
Kozak & Davis PC. 401(K) Profit Sharing Plan-13$2,370,719$106,586$8,199iApproximate average salary by contribution assumption: employee only about $204,973 at 4% or $136,649 at 6%; with 50% employer match about $136,649 at 4% or $91,099 at 6%; with 100% employer match about $102,487 at 4% or $68,324 at 6%.
2018113$1,857,734$56,447$4,342iApproximate average salary by contribution assumption: employee only about $108,552 at 4% or $72,368 at 6%; with 50% employer match about $72,368 at 4% or $48,245 at 6%; with 100% employer match about $54,276 at 4% or $36,184 at 6%.
Kozak & Davis PC. 401(K) Profit Sharing Plan-13$1,857,734$56,447$4,342iApproximate average salary by contribution assumption: employee only about $108,552 at 4% or $72,368 at 6%; with 50% employer match about $72,368 at 4% or $48,245 at 6%; with 100% employer match about $54,276 at 4% or $36,184 at 6%.
2017111$1,896,105$48,865$4,442iApproximate average salary by contribution assumption: employee only about $111,057 at 4% or $74,038 at 6%; with 50% employer match about $74,038 at 4% or $49,359 at 6%; with 100% employer match about $55,528 at 4% or $37,019 at 6%.
Kozak & Davis PC. 401(K) Profit Sharing Plan-11$1,896,105$48,865$4,442iApproximate average salary by contribution assumption: employee only about $111,057 at 4% or $74,038 at 6%; with 50% employer match about $74,038 at 4% or $49,359 at 6%; with 100% employer match about $55,528 at 4% or $37,019 at 6%.
2016111$1,567,041$42,831$3,894iApproximate average salary by contribution assumption: employee only about $97,343 at 4% or $64,895 at 6%; with 50% employer match about $64,895 at 4% or $43,264 at 6%; with 100% employer match about $48,672 at 4% or $32,448 at 6%.
Kozak & Davis PC. 401(K) Profit Sharing Plan-11$1,567,041$42,831$3,894iApproximate average salary by contribution assumption: employee only about $97,343 at 4% or $64,895 at 6%; with 50% employer match about $64,895 at 4% or $43,264 at 6%; with 100% employer match about $48,672 at 4% or $32,448 at 6%.
201518$1,434,417$56,592$7,074iApproximate average salary by contribution assumption: employee only about $176,850 at 4% or $117,900 at 6%; with 50% employer match about $117,900 at 4% or $78,600 at 6%; with 100% employer match about $88,425 at 4% or $58,950 at 6%.
Kozak & Davis PC. 401(K) Profit Sharing Plan-8$1,434,417$56,592$7,074iApproximate average salary by contribution assumption: employee only about $176,850 at 4% or $117,900 at 6%; with 50% employer match about $117,900 at 4% or $78,600 at 6%; with 100% employer match about $88,425 at 4% or $58,950 at 6%.
201417$1,374,885$52,373$7,482iApproximate average salary by contribution assumption: employee only about $187,046 at 4% or $124,698 at 6%; with 50% employer match about $124,698 at 4% or $83,132 at 6%; with 100% employer match about $93,523 at 4% or $62,349 at 6%.
Kozak & Davis PC. 401(K) Profit Sharing Plan-7$1,374,885$52,373$7,482iApproximate average salary by contribution assumption: employee only about $187,046 at 4% or $124,698 at 6%; with 50% employer match about $124,698 at 4% or $83,132 at 6%; with 100% employer match about $93,523 at 4% or $62,349 at 6%.
201317$1,272,869$50,568$7,224iApproximate average salary by contribution assumption: employee only about $180,600 at 4% or $120,400 at 6%; with 50% employer match about $120,400 at 4% or $80,267 at 6%; with 100% employer match about $90,300 at 4% or $60,200 at 6%.
Kozak & Davis PC. 401(K) Profit Sharing Plan-7$1,272,869$50,568$7,224iApproximate average salary by contribution assumption: employee only about $180,600 at 4% or $120,400 at 6%; with 50% employer match about $120,400 at 4% or $80,267 at 6%; with 100% employer match about $90,300 at 4% or $60,200 at 6%.
201218$968,234$50,846$6,356iApproximate average salary by contribution assumption: employee only about $158,894 at 4% or $105,929 at 6%; with 50% employer match about $105,929 at 4% or $70,619 at 6%; with 100% employer match about $79,447 at 4% or $52,965 at 6%.
Kozak & Davis PC. 401(K) Profit Sharing Plan-8$968,234$50,846$6,356iApproximate average salary by contribution assumption: employee only about $158,894 at 4% or $105,929 at 6%; with 50% employer match about $105,929 at 4% or $70,619 at 6%; with 100% employer match about $79,447 at 4% or $52,965 at 6%.
201118$783,187$43,984$5,498iApproximate average salary by contribution assumption: employee only about $137,450 at 4% or $91,633 at 6%; with 50% employer match about $91,633 at 4% or $61,089 at 6%; with 100% employer match about $68,725 at 4% or $45,817 at 6%.
Kozak & Davis PC. 401(K) Profit Sharing Plan-8$783,187$43,984$5,498iApproximate average salary by contribution assumption: employee only about $137,450 at 4% or $91,633 at 6%; with 50% employer match about $91,633 at 4% or $61,089 at 6%; with 100% employer match about $68,725 at 4% or $45,817 at 6%.
201016$785,953$34,383$5,731iApproximate average salary by contribution assumption: employee only about $143,263 at 4% or $95,508 at 6%; with 50% employer match about $95,508 at 4% or $63,672 at 6%; with 100% employer match about $71,631 at 4% or $47,754 at 6%.
Kozak & Davis PC. 401(K) Profit Sharing Plan-6$785,953$34,383$5,731iApproximate average salary by contribution assumption: employee only about $143,263 at 4% or $95,508 at 6%; with 50% employer match about $95,508 at 4% or $63,672 at 6%; with 100% employer match about $71,631 at 4% or $47,754 at 6%.
200915$671,543$30,841$6,168iApproximate average salary by contribution assumption: employee only about $154,205 at 4% or $102,803 at 6%; with 50% employer match about $102,803 at 4% or $68,536 at 6%; with 100% employer match about $77,103 at 4% or $51,402 at 6%.
Kozak & Davis PC. 401(K) Profit Sharing Plan-5$671,543$30,841$6,168iApproximate average salary by contribution assumption: employee only about $154,205 at 4% or $102,803 at 6%; with 50% employer match about $102,803 at 4% or $68,536 at 6%; with 100% employer match about $77,103 at 4% or $51,402 at 6%.
200818$486,904$733,150$91,644iApproximate average salary by contribution assumption: employee only about $2,291,094 at 4% or $1,527,396 at 6%; with 50% employer match about $1,527,396 at 4% or $1,018,264 at 6%; with 100% employer match about $1,145,547 at 4% or $763,698 at 6%.
Kozak & Davis PC. 401(K) Profit Sharing Plan-8$486,904$733,150$91,644iApproximate average salary by contribution assumption: employee only about $2,291,094 at 4% or $1,527,396 at 6%; with 50% employer match about $1,527,396 at 4% or $1,018,264 at 6%; with 100% employer match about $1,145,547 at 4% or $763,698 at 6%.