Civic Intelligence

Kaizen Financial Advisors LLC

Plan context: Kaizen Financial Advisors Cash Balance Pension Plan

EIN 27-3643202 • Kirkland, WA • 14 filings • 2 plans

4030 Lake Washington Blvd NESte 308Kirkland, WA 98033
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$2,424,738

2025 Contributions

$204,265

Historical Graphs

Total Assets Over Time

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

$2,424,738$1,212,369$0201920222025YearValue
$2,424,738Latest year 2025

Participants Over Time

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

630201920222025YearValue
5Latest 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
202525$2,424,738$204,265$40,853iApproximate average salary by contribution assumption: employee only about $1,021,325 at 4% or $680,883 at 6%; with 50% employer match about $680,883 at 4% or $453,922 at 6%; with 100% employer match about $510,663 at 4% or $340,442 at 6%.
Kaizen Financial Advisors Cash Balance Pension Plan-5$1,868,675$150,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Kaizen Financial Advisors 401(K) Plan-5$556,063$54,265$10,853iApproximate average salary by contribution assumption: employee only about $271,325 at 4% or $180,883 at 6%; with 50% employer match about $180,883 at 4% or $120,589 at 6%; with 100% employer match about $135,663 at 4% or $90,442 at 6%.
202426$2,005,292$168,955$28,159iApproximate average salary by contribution assumption: employee only about $703,979 at 4% or $469,319 at 6%; with 50% employer match about $469,319 at 4% or $312,880 at 6%; with 100% employer match about $351,990 at 4% or $234,660 at 6%.
Kaizen Financial Advisors Cash Balance Pension Plan-6$1,542,921$150,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Kaizen Financial Advisors 401(K) Plan-6$462,371$18,955$3,159iApproximate average salary by contribution assumption: employee only about $78,979 at 4% or $52,653 at 6%; with 50% employer match about $52,653 at 4% or $35,102 at 6%; with 100% employer match about $39,490 at 4% or $26,326 at 6%.
202324$1,687,931$230,552$57,638iApproximate average salary by contribution assumption: employee only about $1,440,950 at 4% or $960,633 at 6%; with 50% employer match about $960,633 at 4% or $640,422 at 6%; with 100% employer match about $720,475 at 4% or $480,317 at 6%.
Kaizen Financial Advisors Cash Balance Pension Plan-4$1,293,873$175,000$43,750iApproximate average salary by contribution assumption: employee only about $1,093,750 at 4% or $729,167 at 6%; with 50% employer match about $729,167 at 4% or $486,111 at 6%; with 100% employer match about $546,875 at 4% or $364,583 at 6%.
Kaizen Financial Advisors 401(K) Plan-4$394,058$55,552$13,888iApproximate average salary by contribution assumption: employee only about $347,200 at 4% or $231,467 at 6%; with 50% employer match about $231,467 at 4% or $154,311 at 6%; with 100% employer match about $173,600 at 4% or $115,733 at 6%.
202225$1,290,173$370,396$74,079iApproximate average salary by contribution assumption: employee only about $1,851,980 at 4% or $1,234,653 at 6%; with 50% employer match about $1,234,653 at 4% or $823,102 at 6%; with 100% employer match about $925,990 at 4% or $617,327 at 6%.
Kaizen Financial Advisors Cash Balance Pension Plan-5$993,178$325,000$65,000iApproximate average salary by contribution assumption: employee only about $1,625,000 at 4% or $1,083,333 at 6%; with 50% employer match about $1,083,333 at 4% or $722,222 at 6%; with 100% employer match about $812,500 at 4% or $541,667 at 6%.
Kaizen Financial Advisors 401(K) Plan-5$296,995$45,396$9,079iApproximate average salary by contribution assumption: employee only about $226,980 at 4% or $151,320 at 6%; with 50% employer match about $151,320 at 4% or $100,880 at 6%; with 100% employer match about $113,490 at 4% or $75,660 at 6%.
202123$1,088,292$367,245$122,415iApproximate average salary by contribution assumption: employee only about $3,060,375 at 4% or $2,040,250 at 6%; with 50% employer match about $2,040,250 at 4% or $1,360,167 at 6%; with 100% employer match about $1,530,188 at 4% or $1,020,125 at 6%.
Kaizen Financial Advisors Cash Balance Pension Plan-3$737,514$300,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Kaizen Financial Advisors 401(K) Plan-3$350,778$67,245$22,415iApproximate average salary by contribution assumption: employee only about $560,375 at 4% or $373,583 at 6%; with 50% employer match about $373,583 at 4% or $249,056 at 6%; with 100% employer match about $280,188 at 4% or $186,792 at 6%.
202023$702,296$300,186$100,062iApproximate average salary by contribution assumption: employee only about $2,501,550 at 4% or $1,667,700 at 6%; with 50% employer match about $1,667,700 at 4% or $1,111,800 at 6%; with 100% employer match about $1,250,775 at 4% or $833,850 at 6%.
Kaizen Financial Advisors Cash Balance Pension Plan-3$384,825$210,339$70,113iApproximate average salary by contribution assumption: employee only about $1,752,825 at 4% or $1,168,550 at 6%; with 50% employer match about $1,168,550 at 4% or $779,033 at 6%; with 100% employer match about $876,413 at 4% or $584,275 at 6%.
Kaizen Financial Advisors 401(K) Plan-3$317,471$89,847$29,949iApproximate average salary by contribution assumption: employee only about $748,725 at 4% or $499,150 at 6%; with 50% employer match about $499,150 at 4% or $332,767 at 6%; with 100% employer match about $374,363 at 4% or $249,575 at 6%.
201923$333,008$292,562$97,521iApproximate average salary by contribution assumption: employee only about $2,438,017 at 4% or $1,625,344 at 6%; with 50% employer match about $1,625,344 at 4% or $1,083,563 at 6%; with 100% employer match about $1,219,008 at 4% or $812,672 at 6%.
Kaizen Financial Advisors 401(K) Plan-3$201,307$160,861$53,620iApproximate average salary by contribution assumption: employee only about $1,340,508 at 4% or $893,672 at 6%; with 50% employer match about $893,672 at 4% or $595,781 at 6%; with 100% employer match about $670,254 at 4% or $446,836 at 6%.
Kaizen Financial Advisors Cash Balance Pension Plan-3$131,701$131,701$43,900iApproximate average salary by contribution assumption: employee only about $1,097,508 at 4% or $731,672 at 6%; with 50% employer match about $731,672 at 4% or $487,781 at 6%; with 100% employer match about $548,754 at 4% or $365,836 at 6%.