Kaizen Asset Management LLC
Plan context: KAIZEN ASSET MANAGEMENT LLC 401(K) PLAN
EIN 30-0595667 • 6 filings • 4 plans
Current Snapshot
Latest Year
2023
2023 Participants
203
2023 Assets
$794,486
2023 Contributions
$431,786
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2023 | 1 | 203 | $0 | $0 | - |
| Kaizen Asset Management | - | 203 | - | - | - |
| 2022 | 1 | 269 | $0 | $0 | - |
| Kaizen Asset Management | - | 269 | - | - | - |
| 2021 | 2 | 194 | $794,486 | $431,786 | $2,226iApproximate average salary by contribution assumption: employee only about $55,643 at 4% or $37,095 at 6%; with 50% employer match about $37,095 at 4% or $24,730 at 6%; with 100% employer match about $27,821 at 4% or $18,548 at 6%. |
| KAIZEN ASSET MANAGEMENT LLC 401(K) PLAN | - | 194 | $794,486 | $431,786 | $2,226iApproximate average salary by contribution assumption: employee only about $55,643 at 4% or $37,095 at 6%; with 50% employer match about $37,095 at 4% or $24,730 at 6%; with 100% employer match about $27,821 at 4% or $18,548 at 6%. |
| Kaizen Asset Management | - | 189 | - | - | - |
| 2020 | 2 | 198 | $336,942 | $178,784 | $903iApproximate average salary by contribution assumption: employee only about $22,574 at 4% or $15,049 at 6%; with 50% employer match about $15,049 at 4% or $10,033 at 6%; with 100% employer match about $11,287 at 4% or $7,525 at 6%. |
| KAIZEN ASSET MANAGEMENT 401(K) PLAN | - | 198 | $336,942 | $178,784 | $903iApproximate average salary by contribution assumption: employee only about $22,574 at 4% or $15,049 at 6%; with 50% employer match about $15,049 at 4% or $10,033 at 6%; with 100% employer match about $11,287 at 4% or $7,525 at 6%. |
| Kaizen Asset Management | - | 185 | - | - | - |