Cozad & Krutcik
Plan context: Cozad & Krutcik 401K Profit Sharing Plan & Trust
EIN 33-0669138 • Mission Viejo, CA • 14 filings • 5 plans
Current Snapshot
Latest Year
2013
2013 Participants
14
2013 Assets
$1,390,027
2013 Contributions
$138,435
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 |
|---|---|---|---|---|---|
| 2013 | 1 | 14 | $1,390,027 | $138,435 | $9,888iApproximate average salary by contribution assumption: employee only about $247,205 at 4% or $164,804 at 6%; with 50% employer match about $164,804 at 4% or $109,869 at 6%; with 100% employer match about $123,603 at 4% or $82,402 at 6%. |
| Cozad & Krutcik 401K Profit Sharing Plan & Trust | - | 14 | $1,390,027 | $138,435 | $9,888iApproximate average salary by contribution assumption: employee only about $247,205 at 4% or $164,804 at 6%; with 50% employer match about $164,804 at 4% or $109,869 at 6%; with 100% employer match about $123,603 at 4% or $82,402 at 6%. |
| 2012 | 1 | 15 | $1,023,082 | $11,266 | $751iApproximate average salary by contribution assumption: employee only about $18,777 at 4% or $12,518 at 6%; with 50% employer match about $12,518 at 4% or $8,345 at 6%; with 100% employer match about $9,388 at 4% or $6,259 at 6%. |
| Cozad & Krutcik 401K Profit Sharing Plan & Trust | - | 15 | $1,023,082 | $11,266 | $751iApproximate average salary by contribution assumption: employee only about $18,777 at 4% or $12,518 at 6%; with 50% employer match about $12,518 at 4% or $8,345 at 6%; with 100% employer match about $9,388 at 4% or $6,259 at 6%. |
| 2011 | 1 | 17 | $1,217,182 | $28,651 | $1,685iApproximate average salary by contribution assumption: employee only about $42,134 at 4% or $28,089 at 6%; with 50% employer match about $28,089 at 4% or $18,726 at 6%; with 100% employer match about $21,067 at 4% or $14,045 at 6%. |
| Cozad & Krutcik 401K Profit Sharing Plan & Trust | - | 17 | $1,217,182 | $28,651 | $1,685iApproximate average salary by contribution assumption: employee only about $42,134 at 4% or $28,089 at 6%; with 50% employer match about $28,089 at 4% or $18,726 at 6%; with 100% employer match about $21,067 at 4% or $14,045 at 6%. |
| 2010 | 1 | 18 | $1,289,697 | $56,234 | $3,124iApproximate average salary by contribution assumption: employee only about $78,103 at 4% or $52,069 at 6%; with 50% employer match about $52,069 at 4% or $34,712 at 6%; with 100% employer match about $39,051 at 4% or $26,034 at 6%. |
| Cozad & Krutcik 401K Profit Sharing Plan & Trust | - | 18 | $1,289,697 | $56,234 | $3,124iApproximate average salary by contribution assumption: employee only about $78,103 at 4% or $52,069 at 6%; with 50% employer match about $52,069 at 4% or $34,712 at 6%; with 100% employer match about $39,051 at 4% or $26,034 at 6%. |
| 2009 | 1 | 19 | $1,104,625 | $189,991 | $10,000iApproximate average salary by contribution assumption: employee only about $249,988 at 4% or $166,659 at 6%; with 50% employer match about $166,659 at 4% or $111,106 at 6%; with 100% employer match about $124,994 at 4% or $83,329 at 6%. |
| Cozad & Krutcik 401K Profit Sharing Plan & Trust | - | 19 | $1,104,625 | $189,991 | $10,000iApproximate average salary by contribution assumption: employee only about $249,988 at 4% or $166,659 at 6%; with 50% employer match about $166,659 at 4% or $111,106 at 6%; with 100% employer match about $124,994 at 4% or $83,329 at 6%. |
| 2008 | 1 | 15 | $832,202 | $166,055 | $11,070iApproximate average salary by contribution assumption: employee only about $276,758 at 4% or $184,506 at 6%; with 50% employer match about $184,506 at 4% or $123,004 at 6%; with 100% employer match about $138,379 at 4% or $92,253 at 6%. |
| Cozad & Krutcik 401K Profit Sharing Plan & Trust | - | 15 | $832,202 | $166,055 | $11,070iApproximate average salary by contribution assumption: employee only about $276,758 at 4% or $184,506 at 6%; with 50% employer match about $184,506 at 4% or $123,004 at 6%; with 100% employer match about $138,379 at 4% or $92,253 at 6%. |
| 2007 | 1 | 15 | $0 | $0 | - |
| Cozad & Krutcik 401K Profit Sharing Plan & Trust | - | 15 | - | - | - |
| 2006 | 1 | 15 | $879,833 | $171,744 | $11,450iApproximate average salary by contribution assumption: employee only about $286,240 at 4% or $190,827 at 6%; with 50% employer match about $190,827 at 4% or $127,218 at 6%; with 100% employer match about $143,120 at 4% or $95,413 at 6%. |
| Cozad & Krutcik 401K Profit Sharing Plan & Trust | - | 15 | $879,833 | $171,744 | $11,450iApproximate average salary by contribution assumption: employee only about $286,240 at 4% or $190,827 at 6%; with 50% employer match about $190,827 at 4% or $127,218 at 6%; with 100% employer match about $143,120 at 4% or $95,413 at 6%. |
| 2005 | 1 | 14 | $630,446 | $164,079 | $11,720iApproximate average salary by contribution assumption: employee only about $292,998 at 4% or $195,332 at 6%; with 50% employer match about $195,332 at 4% or $130,221 at 6%; with 100% employer match about $146,499 at 4% or $97,666 at 6%. |
| Cozad & Krutcik 401K Profit Sharing Plan & Trust | - | 14 | $630,446 | $164,079 | $11,720iApproximate average salary by contribution assumption: employee only about $292,998 at 4% or $195,332 at 6%; with 50% employer match about $195,332 at 4% or $130,221 at 6%; with 100% employer match about $146,499 at 4% or $97,666 at 6%. |
| 2004 | 1 | 13 | $478,375 | $74,516 | $5,732iApproximate average salary by contribution assumption: employee only about $143,300 at 4% or $95,533 at 6%; with 50% employer match about $95,533 at 4% or $63,689 at 6%; with 100% employer match about $71,650 at 4% or $47,767 at 6%. |
| Cozad & Krutcik 401K Profit Sharing Plan & Trust | - | 13 | $478,375 | $74,516 | $5,732iApproximate average salary by contribution assumption: employee only about $143,300 at 4% or $95,533 at 6%; with 50% employer match about $95,533 at 4% or $63,689 at 6%; with 100% employer match about $71,650 at 4% or $47,767 at 6%. |
| 2002 | 1 | 11 | $258,853 | $70,487 | $6,408iApproximate average salary by contribution assumption: employee only about $160,198 at 4% or $106,798 at 6%; with 50% employer match about $106,798 at 4% or $71,199 at 6%; with 100% employer match about $80,099 at 4% or $53,399 at 6%. |
| Cozad & Krutcik 401K Profit Sharing Plan & Trust | - | 11 | $258,853 | $70,487 | $6,408iApproximate average salary by contribution assumption: employee only about $160,198 at 4% or $106,798 at 6%; with 50% employer match about $106,798 at 4% or $71,199 at 6%; with 100% employer match about $80,099 at 4% or $53,399 at 6%. |
| 2001 | 1 | 9 | $273,367 | $136,373 | $15,153iApproximate average salary by contribution assumption: employee only about $378,814 at 4% or $252,543 at 6%; with 50% employer match about $252,543 at 4% or $168,362 at 6%; with 100% employer match about $189,407 at 4% or $126,271 at 6%. |
| Cozad & Krutcik 401K Profit Sharing Plan & Trust | - | 9 | $273,367 | $136,373 | $15,153iApproximate average salary by contribution assumption: employee only about $378,814 at 4% or $252,543 at 6%; with 50% employer match about $252,543 at 4% or $168,362 at 6%; with 100% employer match about $189,407 at 4% or $126,271 at 6%. |
| 2000 | 1 | 12 | $208,764 | $91,663 | $7,639iApproximate average salary by contribution assumption: employee only about $190,965 at 4% or $127,310 at 6%; with 50% employer match about $127,310 at 4% or $84,873 at 6%; with 100% employer match about $95,482 at 4% or $63,655 at 6%. |
| Cozad & Krutcik 401K Profit Sharing Plan & Trust | - | 12 | $208,764 | $91,663 | $7,639iApproximate average salary by contribution assumption: employee only about $190,965 at 4% or $127,310 at 6%; with 50% employer match about $127,310 at 4% or $84,873 at 6%; with 100% employer match about $95,482 at 4% or $63,655 at 6%. |
| 1999 | 1 | 12 | $146,433 | $88,996 | $7,416iApproximate average salary by contribution assumption: employee only about $185,408 at 4% or $123,606 at 6%; with 50% employer match about $123,606 at 4% or $82,404 at 6%; with 100% employer match about $92,704 at 4% or $61,803 at 6%. |
| Cozad & Krutcik 401K Profit Sharing Plan & Trust | - | 12 | $146,433 | $88,996 | $7,416iApproximate average salary by contribution assumption: employee only about $185,408 at 4% or $123,606 at 6%; with 50% employer match about $123,606 at 4% or $82,404 at 6%; with 100% employer match about $92,704 at 4% or $61,803 at 6%. |