Civic Intelligence

Kaz Mortgage LLC

Plan context: Kaz Mortgage LLC 401(K) Profit Sharing Plan

EIN 27-1438780 • Milford, CT • 12 filings • 1 plans

183 Plains Road - Suite 3Milford, CT 06461
Current Snapshot

Latest Year

2021

2021 Participants

3

2021 Assets

$274,306

2021 Contributions

$9,225

Historical Graphs

Total Assets Over Time

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

$1,877,162$938,581$0201020152020YearValue
$274,306Latest year 2020

Participants Over Time

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

420201020152020YearValue
3Latest 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-
Kaz Mortgage LLC 401(K) Profit Sharing Plan-0$0$0-
202013$274,306$0-
Kaz Mortgage LLC 401(K) Profit Sharing Plan-3$274,306--
201913$285,933$0-
Kaz Mortgage LLC 401(K) Profit Sharing Plan-3$285,933--
201813$312,517$0-
Kaz Mortgage LLC 401(K) Profit Sharing Plan-3$312,517--
201713$342,301$0-
Kaz Mortgage LLC 401(K) Profit Sharing Plan-3$342,301--
201613$556,842$0-
Kaz Mortgage LLC 401(K) Profit Sharing Plan-3$556,842--
201513$1,877,162$0-
Kaz Mortgage LLC 401(K) Profit Sharing Plan-3$1,877,162--
201413$1,806,833$9,225$3,075iApproximate average salary by contribution assumption: employee only about $76,875 at 4% or $51,250 at 6%; with 50% employer match about $51,250 at 4% or $34,167 at 6%; with 100% employer match about $38,438 at 4% or $25,625 at 6%.
Kaz Mortgage LLC 401(K) Profit Sharing Plan-3$1,806,833$9,225$3,075iApproximate average salary by contribution assumption: employee only about $76,875 at 4% or $51,250 at 6%; with 50% employer match about $51,250 at 4% or $34,167 at 6%; with 100% employer match about $38,438 at 4% or $25,625 at 6%.
201314$1,637,586$26,264$6,566iApproximate average salary by contribution assumption: employee only about $164,150 at 4% or $109,433 at 6%; with 50% employer match about $109,433 at 4% or $72,956 at 6%; with 100% employer match about $82,075 at 4% or $54,717 at 6%.
Kaz Mortgage LLC 401(K) Profit Sharing Plan-4$1,637,586$26,264$6,566iApproximate average salary by contribution assumption: employee only about $164,150 at 4% or $109,433 at 6%; with 50% employer match about $109,433 at 4% or $72,956 at 6%; with 100% employer match about $82,075 at 4% or $54,717 at 6%.
201214$1,469,798$21,944$5,486iApproximate average salary by contribution assumption: employee only about $137,150 at 4% or $91,433 at 6%; with 50% employer match about $91,433 at 4% or $60,956 at 6%; with 100% employer match about $68,575 at 4% or $45,717 at 6%.
Kaz Mortgage LLC 401(K) Profit Sharing Plan-4$1,469,798$21,944$5,486iApproximate average salary by contribution assumption: employee only about $137,150 at 4% or $91,433 at 6%; with 50% employer match about $91,433 at 4% or $60,956 at 6%; with 100% employer match about $68,575 at 4% or $45,717 at 6%.
201114$1,386,813$836,693$209,173iApproximate average salary by contribution assumption: employee only about $5,229,331 at 4% or $3,486,221 at 6%; with 50% employer match about $3,486,221 at 4% or $2,324,147 at 6%; with 100% employer match about $2,614,666 at 4% or $1,743,110 at 6%.
Kaz Mortgage LLC 401(K) Profit Sharing Plan-4$1,386,813$836,693$209,173iApproximate average salary by contribution assumption: employee only about $5,229,331 at 4% or $3,486,221 at 6%; with 50% employer match about $3,486,221 at 4% or $2,324,147 at 6%; with 100% employer match about $2,614,666 at 4% or $1,743,110 at 6%.
201012$491,109$498,411$249,206iApproximate average salary by contribution assumption: employee only about $6,230,138 at 4% or $4,153,425 at 6%; with 50% employer match about $4,153,425 at 4% or $2,768,950 at 6%; with 100% employer match about $3,115,069 at 4% or $2,076,713 at 6%.
Kaz Mortgage LLC 401(K) Profit Sharing Plan-2$491,109$498,411$249,206iApproximate average salary by contribution assumption: employee only about $6,230,138 at 4% or $4,153,425 at 6%; with 50% employer match about $4,153,425 at 4% or $2,768,950 at 6%; with 100% employer match about $3,115,069 at 4% or $2,076,713 at 6%.