Civic Intelligence

Paul S Kozy Dds

Plan context: PAUL S. KOZY D.D.S. EMPLOYEES PROFIT SHARING PLAN AND TRUST

EIN 34-1230005 • Toledo, OH • 17 filings • 3 plans

3349 Executive Pkwy Ste FToledo, OH 43606-1336
Current Snapshot

Latest Year

2011

2011 Participants

23

2011 Assets

$1,996,243

2011 Contributions

$21,129

Historical Graphs

Total Assets Over Time

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

$1,996,243$998,122$0199920052011YearValue
$1,996,243Latest year 2011

Participants Over Time

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

23120200120062011YearValue
23Latest year 2011

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
2011123$1,996,243$21,129$919iApproximate average salary by contribution assumption: employee only about $22,966 at 4% or $15,311 at 6%; with 50% employer match about $15,311 at 4% or $10,207 at 6%; with 100% employer match about $11,483 at 4% or $7,655 at 6%.
PAUL S. KOZY D.D.S. EMPLOYEES PROFIT SHARING PLAN AND TRUST-23$1,996,243$21,129$919iApproximate average salary by contribution assumption: employee only about $22,966 at 4% or $15,311 at 6%; with 50% employer match about $15,311 at 4% or $10,207 at 6%; with 100% employer match about $11,483 at 4% or $7,655 at 6%.
2010123$1,838,111$18,385$799iApproximate average salary by contribution assumption: employee only about $19,984 at 4% or $13,322 at 6%; with 50% employer match about $13,322 at 4% or $8,882 at 6%; with 100% employer match about $9,992 at 4% or $6,661 at 6%.
PAUL S. KOZY D.D.S. EMPLOYEES PROFIT SHARING PLAN AND TRUST-23$1,838,111$18,385$799iApproximate average salary by contribution assumption: employee only about $19,984 at 4% or $13,322 at 6%; with 50% employer match about $13,322 at 4% or $8,882 at 6%; with 100% employer match about $9,992 at 4% or $6,661 at 6%.
2009123$1,788,009$65,721$2,857iApproximate average salary by contribution assumption: employee only about $71,436 at 4% or $47,624 at 6%; with 50% employer match about $47,624 at 4% or $31,749 at 6%; with 100% employer match about $35,718 at 4% or $23,812 at 6%.
PAUL S. KOZY D.D.S. EMPLOYEES PROFIT SHARING PLAN AND TRUST-23$1,788,009$65,721$2,857iApproximate average salary by contribution assumption: employee only about $71,436 at 4% or $47,624 at 6%; with 50% employer match about $47,624 at 4% or $31,749 at 6%; with 100% employer match about $35,718 at 4% or $23,812 at 6%.
2008115$0$0-
PAUL S. KOZY D.D.S. EMPLOYEES PROFIT SHARING PLAN AND TRUST-15---
2007114$0$0-
PAUL S. KOZY D.D.S. EMPLOYEES PROFIT SHARING PLAN AND TRUST-14---
200619$1,697,722$107,946$11,994iApproximate average salary by contribution assumption: employee only about $299,850 at 4% or $199,900 at 6%; with 50% employer match about $199,900 at 4% or $133,267 at 6%; with 100% employer match about $149,925 at 4% or $99,950 at 6%.
PAUL S. KOZY, D.D.S. EMPLOYEES PROFIT SHARING PLAN AND TRUST-9$1,697,722$107,946$11,994iApproximate average salary by contribution assumption: employee only about $299,850 at 4% or $199,900 at 6%; with 50% employer match about $199,900 at 4% or $133,267 at 6%; with 100% employer match about $149,925 at 4% or $99,950 at 6%.
2005210$1,385,997$95,930$9,593iApproximate average salary by contribution assumption: employee only about $239,825 at 4% or $159,883 at 6%; with 50% employer match about $159,883 at 4% or $106,589 at 6%; with 100% employer match about $119,913 at 4% or $79,942 at 6%.
PAUL S. KOZY, D.D.S. EMPLOYEES PROFIT SHARING PLAN AND TRUST-10$1,385,997$95,930$9,593iApproximate average salary by contribution assumption: employee only about $239,825 at 4% or $159,883 at 6%; with 50% employer match about $159,883 at 4% or $106,589 at 6%; with 100% employer match about $119,913 at 4% or $79,942 at 6%.
Vanguard Keogh Plan-0---
2004211$1,239,605$93,334$8,485iApproximate average salary by contribution assumption: employee only about $212,123 at 4% or $141,415 at 6%; with 50% employer match about $141,415 at 4% or $94,277 at 6%; with 100% employer match about $106,061 at 4% or $70,708 at 6%.
Vanguard Keogh Plan-1$889,354--
PAUL S. KOZY, D.D.S. EMPLOYEES PROFIT SHARING PLAN AND TRUST-11$350,251$93,334$8,485iApproximate average salary by contribution assumption: employee only about $212,123 at 4% or $141,415 at 6%; with 50% employer match about $141,415 at 4% or $94,277 at 6%; with 100% employer match about $106,061 at 4% or $70,708 at 6%.
2003211$1,075,018$90,904$8,264iApproximate average salary by contribution assumption: employee only about $206,600 at 4% or $137,733 at 6%; with 50% employer match about $137,733 at 4% or $91,822 at 6%; with 100% employer match about $103,300 at 4% or $68,867 at 6%.
Vanguard Keogh Plan-1$831,290--
PAUL S. KOZY, D.D.S. EMPLOYEES PROFIT SHARING PLAN AND TRUST-11$243,728$90,904$8,264iApproximate average salary by contribution assumption: employee only about $206,600 at 4% or $137,733 at 6%; with 50% employer match about $137,733 at 4% or $91,822 at 6%; with 100% employer match about $103,300 at 4% or $68,867 at 6%.
2002212$0$0-
PAUL S. KOZY, D.D.S. EMPLOYEES PROFIT SHARING PLAN AND TRUST-12---
Vanguard Keogh Plan-1---
2001211$51,424$51,424$4,675iApproximate average salary by contribution assumption: employee only about $116,873 at 4% or $77,915 at 6%; with 50% employer match about $77,915 at 4% or $51,943 at 6%; with 100% employer match about $58,436 at 4% or $38,958 at 6%.
PAUL S. KOZY, D.D.S. EMPLOYEES PROFIT SHARING PLAN AND TRUST-11$51,424$51,424$4,675iApproximate average salary by contribution assumption: employee only about $116,873 at 4% or $77,915 at 6%; with 50% employer match about $77,915 at 4% or $51,943 at 6%; with 100% employer match about $58,436 at 4% or $38,958 at 6%.
Vanguard Keogh Plan-4---
199910$973,479$0-
Vanguard Keogh Plan-0$973,479--
Paul S Kozy Dds | EIN 34-1230005 | 2011 Form 5500 Company Profile