Civic Intelligence

Kotzin Valuation Partners LLC

Plan context: Kotzin Valuation Partners LLC 401K

EIN 27-1292270 • Phoenix, AZ • 12 filings • 2 plans

2700 N. Central Avenue, Suite 1275Phoenix, AZ 85004
Current Snapshot

Latest Year

2021

2021 Participants

21

2021 Assets

$4,652,548

2021 Contributions

$944,180

Historical Graphs

Total Assets Over Time

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

$4,652,548$2,326,274$0201020152020YearValue
$4,652,548Latest year 2020

Participants Over Time

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

23120201020152020YearValue
21Latest year 2020

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
202110$0$0-
Kotzin Valuation Partners LLC 401K-0$0--
2020121$4,652,548$944,180$44,961iApproximate average salary by contribution assumption: employee only about $1,124,024 at 4% or $749,349 at 6%; with 50% employer match about $749,349 at 4% or $499,566 at 6%; with 100% employer match about $562,012 at 4% or $374,675 at 6%.
Kotzin Valuation Partners LLC 401K-21$4,652,548$944,180$44,961iApproximate average salary by contribution assumption: employee only about $1,124,024 at 4% or $749,349 at 6%; with 50% employer match about $749,349 at 4% or $499,566 at 6%; with 100% employer match about $562,012 at 4% or $374,675 at 6%.
2019121$3,728,393$347,876$16,566iApproximate average salary by contribution assumption: employee only about $414,138 at 4% or $276,092 at 6%; with 50% employer match about $276,092 at 4% or $184,061 at 6%; with 100% employer match about $207,069 at 4% or $138,046 at 6%.
Kotzin Valuation Partners LLC 401K-21$3,728,393$347,876$16,566iApproximate average salary by contribution assumption: employee only about $414,138 at 4% or $276,092 at 6%; with 50% employer match about $276,092 at 4% or $184,061 at 6%; with 100% employer match about $207,069 at 4% or $138,046 at 6%.
2018123$2,750,727$198,349$8,624iApproximate average salary by contribution assumption: employee only about $215,597 at 4% or $143,731 at 6%; with 50% employer match about $143,731 at 4% or $95,821 at 6%; with 100% employer match about $107,798 at 4% or $71,866 at 6%.
Kotzin Valuation Partners LLC 401K-23$2,750,727$198,349$8,624iApproximate average salary by contribution assumption: employee only about $215,597 at 4% or $143,731 at 6%; with 50% employer match about $143,731 at 4% or $95,821 at 6%; with 100% employer match about $107,798 at 4% or $71,866 at 6%.
2017121$2,836,045$381,687$18,176iApproximate average salary by contribution assumption: employee only about $454,389 at 4% or $302,926 at 6%; with 50% employer match about $302,926 at 4% or $201,951 at 6%; with 100% employer match about $227,195 at 4% or $151,463 at 6%.
Kotzin Valuation Partners LLC 401K-21$2,836,045$381,687$18,176iApproximate average salary by contribution assumption: employee only about $454,389 at 4% or $302,926 at 6%; with 50% employer match about $302,926 at 4% or $201,951 at 6%; with 100% employer match about $227,195 at 4% or $151,463 at 6%.
2016119$2,095,824$174,613$9,190iApproximate average salary by contribution assumption: employee only about $229,754 at 4% or $153,169 at 6%; with 50% employer match about $153,169 at 4% or $102,113 at 6%; with 100% employer match about $114,877 at 4% or $76,585 at 6%.
Kotzin Valuation Partners LLC 401K-19$2,095,824$174,613$9,190iApproximate average salary by contribution assumption: employee only about $229,754 at 4% or $153,169 at 6%; with 50% employer match about $153,169 at 4% or $102,113 at 6%; with 100% employer match about $114,877 at 4% or $76,585 at 6%.
2015120$1,807,515$196,642$9,832iApproximate average salary by contribution assumption: employee only about $245,803 at 4% or $163,868 at 6%; with 50% employer match about $163,868 at 4% or $109,246 at 6%; with 100% employer match about $122,901 at 4% or $81,934 at 6%.
Kotzin Valuation Partners LLC 401K-20$1,807,515$196,642$9,832iApproximate average salary by contribution assumption: employee only about $245,803 at 4% or $163,868 at 6%; with 50% employer match about $163,868 at 4% or $109,246 at 6%; with 100% employer match about $122,901 at 4% or $81,934 at 6%.
2014122$1,865,403$251,791$11,445iApproximate average salary by contribution assumption: employee only about $286,126 at 4% or $190,751 at 6%; with 50% employer match about $190,751 at 4% or $127,167 at 6%; with 100% employer match about $143,063 at 4% or $95,375 at 6%.
Kotzin Valuation Partners LLC 401K-22$1,865,403$251,791$11,445iApproximate average salary by contribution assumption: employee only about $286,126 at 4% or $190,751 at 6%; with 50% employer match about $190,751 at 4% or $127,167 at 6%; with 100% employer match about $143,063 at 4% or $95,375 at 6%.
2013115$1,676,922$245,163$16,344iApproximate average salary by contribution assumption: employee only about $408,605 at 4% or $272,403 at 6%; with 50% employer match about $272,403 at 4% or $181,602 at 6%; with 100% employer match about $204,303 at 4% or $136,202 at 6%.
Kotzin Valuation Partners LLC 401K-15$1,676,922$245,163$16,344iApproximate average salary by contribution assumption: employee only about $408,605 at 4% or $272,403 at 6%; with 50% employer match about $272,403 at 4% or $181,602 at 6%; with 100% employer match about $204,303 at 4% or $136,202 at 6%.
2012116$1,284,936$235,901$14,744iApproximate average salary by contribution assumption: employee only about $368,595 at 4% or $245,730 at 6%; with 50% employer match about $245,730 at 4% or $163,820 at 6%; with 100% employer match about $184,298 at 4% or $122,865 at 6%.
Kotzin Valuation Partners LLC 401K-16$1,284,936$235,901$14,744iApproximate average salary by contribution assumption: employee only about $368,595 at 4% or $245,730 at 6%; with 50% employer match about $245,730 at 4% or $163,820 at 6%; with 100% employer match about $184,298 at 4% or $122,865 at 6%.
2011117$944,640$190,189$11,188iApproximate average salary by contribution assumption: employee only about $279,690 at 4% or $186,460 at 6%; with 50% employer match about $186,460 at 4% or $124,307 at 6%; with 100% employer match about $139,845 at 4% or $93,230 at 6%.
Kotzin Valuation Partners LLC 401K-17$944,640$190,189$11,188iApproximate average salary by contribution assumption: employee only about $279,690 at 4% or $186,460 at 6%; with 50% employer match about $186,460 at 4% or $124,307 at 6%; with 100% employer match about $139,845 at 4% or $93,230 at 6%.
2010114$806,116$696,483$49,749iApproximate average salary by contribution assumption: employee only about $1,243,720 at 4% or $829,146 at 6%; with 50% employer match about $829,146 at 4% or $552,764 at 6%; with 100% employer match about $621,860 at 4% or $414,573 at 6%.
Kotzin Valuation Partners LLC 401K-14$806,116$696,483$49,749iApproximate average salary by contribution assumption: employee only about $1,243,720 at 4% or $829,146 at 6%; with 50% employer match about $829,146 at 4% or $552,764 at 6%; with 100% employer match about $621,860 at 4% or $414,573 at 6%.