Civic Intelligence

Cozad Asset Management Corporation

Plan context: Cozad Financial Planning Corporation Profit Sharing Plan

EIN 37-0958133 • Champaign, IL • 27 filings • 3 plans

PO Box 3669Champaign, IL 61826-3669
Current Snapshot

Latest Year

2025

2025 Participants

40

2025 Assets

$20,630,631

2025 Contributions

$1,192,082

Historical Graphs

Total Assets Over Time

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

$20,630,631$10,315,316$0199920132025YearValue
$20,630,631Latest year 2025

Participants Over Time

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

40200199920132025YearValue
40Latest 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
2025140$20,630,631$1,192,082$29,802iApproximate average salary by contribution assumption: employee only about $745,051 at 4% or $496,701 at 6%; with 50% employer match about $496,701 at 4% or $331,134 at 6%; with 100% employer match about $372,526 at 4% or $248,350 at 6%.
Cozad Financial Planning Corporation Profit Sharing Plan-40$20,630,631$1,192,082$29,802iApproximate average salary by contribution assumption: employee only about $745,051 at 4% or $496,701 at 6%; with 50% employer match about $496,701 at 4% or $331,134 at 6%; with 100% employer match about $372,526 at 4% or $248,350 at 6%.
2024138$17,393,175$731,627$19,253iApproximate average salary by contribution assumption: employee only about $481,334 at 4% or $320,889 at 6%; with 50% employer match about $320,889 at 4% or $213,926 at 6%; with 100% employer match about $240,667 at 4% or $160,445 at 6%.
Cozad Financial Planning Corporation Profit Sharing Plan-38$17,393,175$731,627$19,253iApproximate average salary by contribution assumption: employee only about $481,334 at 4% or $320,889 at 6%; with 50% employer match about $320,889 at 4% or $213,926 at 6%; with 100% employer match about $240,667 at 4% or $160,445 at 6%.
2023138$15,208,319$668,421$17,590iApproximate average salary by contribution assumption: employee only about $439,751 at 4% or $293,167 at 6%; with 50% employer match about $293,167 at 4% or $195,445 at 6%; with 100% employer match about $219,875 at 4% or $146,584 at 6%.
Cozad Financial Planning Corporation Profit Sharing Plan-38$15,208,319$668,421$17,590iApproximate average salary by contribution assumption: employee only about $439,751 at 4% or $293,167 at 6%; with 50% employer match about $293,167 at 4% or $195,445 at 6%; with 100% employer match about $219,875 at 4% or $146,584 at 6%.
2022136$13,083,051$544,271$15,119iApproximate average salary by contribution assumption: employee only about $377,966 at 4% or $251,977 at 6%; with 50% employer match about $251,977 at 4% or $167,985 at 6%; with 100% employer match about $188,983 at 4% or $125,989 at 6%.
Cozad Financial Planning Corporation Profit Sharing Plan-36$13,083,051$544,271$15,119iApproximate average salary by contribution assumption: employee only about $377,966 at 4% or $251,977 at 6%; with 50% employer match about $251,977 at 4% or $167,985 at 6%; with 100% employer match about $188,983 at 4% or $125,989 at 6%.
2021138$18,258,255$939,904$24,734iApproximate average salary by contribution assumption: employee only about $618,358 at 4% or $412,239 at 6%; with 50% employer match about $412,239 at 4% or $274,826 at 6%; with 100% employer match about $309,179 at 4% or $206,119 at 6%.
Cozad Financial Planning Corporation Profit Sharing Plan-38$18,258,255$939,904$24,734iApproximate average salary by contribution assumption: employee only about $618,358 at 4% or $412,239 at 6%; with 50% employer match about $412,239 at 4% or $274,826 at 6%; with 100% employer match about $309,179 at 4% or $206,119 at 6%.
2020131$15,674,284$721,082$23,261iApproximate average salary by contribution assumption: employee only about $581,518 at 4% or $387,678 at 6%; with 50% employer match about $387,678 at 4% or $258,452 at 6%; with 100% employer match about $290,759 at 4% or $193,839 at 6%.
Cozad Financial Planning Corporation Profit Sharing Plan-31$15,674,284$721,082$23,261iApproximate average salary by contribution assumption: employee only about $581,518 at 4% or $387,678 at 6%; with 50% employer match about $387,678 at 4% or $258,452 at 6%; with 100% employer match about $290,759 at 4% or $193,839 at 6%.
2019132$13,031,918$727,055$22,720iApproximate average salary by contribution assumption: employee only about $568,012 at 4% or $378,674 at 6%; with 50% employer match about $378,674 at 4% or $252,450 at 6%; with 100% employer match about $284,006 at 4% or $189,337 at 6%.
Cozad Financial Planning Corporation Profit Sharing Plan-32$13,031,918$727,055$22,720iApproximate average salary by contribution assumption: employee only about $568,012 at 4% or $378,674 at 6%; with 50% employer match about $378,674 at 4% or $252,450 at 6%; with 100% employer match about $284,006 at 4% or $189,337 at 6%.
2018134$10,650,259$525,056$15,443iApproximate average salary by contribution assumption: employee only about $386,071 at 4% or $257,380 at 6%; with 50% employer match about $257,380 at 4% or $171,587 at 6%; with 100% employer match about $193,035 at 4% or $128,690 at 6%.
Cozad Financial Planning Corporation Profit Sharing Plan-34$10,650,259$525,056$15,443iApproximate average salary by contribution assumption: employee only about $386,071 at 4% or $257,380 at 6%; with 50% employer match about $257,380 at 4% or $171,587 at 6%; with 100% employer match about $193,035 at 4% or $128,690 at 6%.
2017133$11,190,739$550,066$16,669iApproximate average salary by contribution assumption: employee only about $416,717 at 4% or $277,811 at 6%; with 50% employer match about $277,811 at 4% or $185,207 at 6%; with 100% employer match about $208,358 at 4% or $138,906 at 6%.
Cozad Financial Planning Corporation Profit Sharing Plan-33$11,190,739$550,066$16,669iApproximate average salary by contribution assumption: employee only about $416,717 at 4% or $277,811 at 6%; with 50% employer match about $277,811 at 4% or $185,207 at 6%; with 100% employer match about $208,358 at 4% or $138,906 at 6%.
2016133$9,522,094$540,274$16,372iApproximate average salary by contribution assumption: employee only about $409,298 at 4% or $272,866 at 6%; with 50% employer match about $272,866 at 4% or $181,910 at 6%; with 100% employer match about $204,649 at 4% or $136,433 at 6%.
Cozad Financial Planning Corporation Profit Sharing Plan-33$9,522,094$540,274$16,372iApproximate average salary by contribution assumption: employee only about $409,298 at 4% or $272,866 at 6%; with 50% employer match about $272,866 at 4% or $181,910 at 6%; with 100% employer match about $204,649 at 4% or $136,433 at 6%.
2015131$8,448,541$2,167,937$69,933iApproximate average salary by contribution assumption: employee only about $1,748,336 at 4% or $1,165,558 at 6%; with 50% employer match about $1,165,558 at 4% or $777,038 at 6%; with 100% employer match about $874,168 at 4% or $582,779 at 6%.
Cozad Financial Planning Corporation Profit Sharing Plan-31$8,448,541$2,167,937$69,933iApproximate average salary by contribution assumption: employee only about $1,748,336 at 4% or $1,165,558 at 6%; with 50% employer match about $1,165,558 at 4% or $777,038 at 6%; with 100% employer match about $874,168 at 4% or $582,779 at 6%.
2014131$7,233,064$750,734$24,217iApproximate average salary by contribution assumption: employee only about $605,431 at 4% or $403,620 at 6%; with 50% employer match about $403,620 at 4% or $269,080 at 6%; with 100% employer match about $302,715 at 4% or $201,810 at 6%.
Cozad Financial Planning Corporation Profit Sharing Plan-31$7,233,064$750,734$24,217iApproximate average salary by contribution assumption: employee only about $605,431 at 4% or $403,620 at 6%; with 50% employer match about $403,620 at 4% or $269,080 at 6%; with 100% employer match about $302,715 at 4% or $201,810 at 6%.
2013131$6,277,054$480,239$15,492iApproximate average salary by contribution assumption: employee only about $387,290 at 4% or $258,193 at 6%; with 50% employer match about $258,193 at 4% or $172,129 at 6%; with 100% employer match about $193,645 at 4% or $129,097 at 6%.
Cozad Financial Planning Corporation Profit Sharing Plan-31$6,277,054$480,239$15,492iApproximate average salary by contribution assumption: employee only about $387,290 at 4% or $258,193 at 6%; with 50% employer match about $258,193 at 4% or $172,129 at 6%; with 100% employer match about $193,645 at 4% or $129,097 at 6%.
2012130$4,920,925$420,397$14,013iApproximate average salary by contribution assumption: employee only about $350,331 at 4% or $233,554 at 6%; with 50% employer match about $233,554 at 4% or $155,703 at 6%; with 100% employer match about $175,165 at 4% or $116,777 at 6%.
Cozad Financial Planning Corporation Profit Sharing Plan-30$4,920,925$420,397$14,013iApproximate average salary by contribution assumption: employee only about $350,331 at 4% or $233,554 at 6%; with 50% employer match about $233,554 at 4% or $155,703 at 6%; with 100% employer match about $175,165 at 4% or $116,777 at 6%.
2011129$4,344,418$398,643$13,746iApproximate average salary by contribution assumption: employee only about $343,658 at 4% or $229,105 at 6%; with 50% employer match about $229,105 at 4% or $152,737 at 6%; with 100% employer match about $171,829 at 4% or $114,553 at 6%.
Cozad Financial Planning Corporation Profit Sharing Plan-29$4,344,418$398,643$13,746iApproximate average salary by contribution assumption: employee only about $343,658 at 4% or $229,105 at 6%; with 50% employer match about $229,105 at 4% or $152,737 at 6%; with 100% employer match about $171,829 at 4% or $114,553 at 6%.
2010127$4,305,682$392,240$14,527iApproximate average salary by contribution assumption: employee only about $363,185 at 4% or $242,123 at 6%; with 50% employer match about $242,123 at 4% or $161,416 at 6%; with 100% employer match about $181,593 at 4% or $121,062 at 6%.
Cozad Financial Planning Corporation Profit Sharing Plan-27$4,305,682$392,240$14,527iApproximate average salary by contribution assumption: employee only about $363,185 at 4% or $242,123 at 6%; with 50% employer match about $242,123 at 4% or $161,416 at 6%; with 100% employer match about $181,593 at 4% or $121,062 at 6%.
2009125$3,431,418$394,872$15,795iApproximate average salary by contribution assumption: employee only about $394,872 at 4% or $263,248 at 6%; with 50% employer match about $263,248 at 4% or $175,499 at 6%; with 100% employer match about $197,436 at 4% or $131,624 at 6%.
Cozad Financial Planning Corporation Profit Sharing Plan-25$3,431,418$394,872$15,795iApproximate average salary by contribution assumption: employee only about $394,872 at 4% or $263,248 at 6%; with 50% employer match about $263,248 at 4% or $175,499 at 6%; with 100% employer match about $197,436 at 4% or $131,624 at 6%.
2008128$2,429,782$373,809$13,350iApproximate average salary by contribution assumption: employee only about $333,758 at 4% or $222,505 at 6%; with 50% employer match about $222,505 at 4% or $148,337 at 6%; with 100% employer match about $166,879 at 4% or $111,253 at 6%.
Cozad Financial Planning Corporation Profit Sharing Plan-28$2,429,782$373,809$13,350iApproximate average salary by contribution assumption: employee only about $333,758 at 4% or $222,505 at 6%; with 50% employer match about $222,505 at 4% or $148,337 at 6%; with 100% employer match about $166,879 at 4% or $111,253 at 6%.
2007124$0$0-
Cozad Financial Planning Corporation Profit Sharing Plan-24---
2006124$2,938,671$339,113$14,130iApproximate average salary by contribution assumption: employee only about $353,243 at 4% or $235,495 at 6%; with 50% employer match about $235,495 at 4% or $156,997 at 6%; with 100% employer match about $176,621 at 4% or $117,748 at 6%.
Cozad Financial Planning Corporation Profit Sharing Plan-24$2,938,671$339,113$14,130iApproximate average salary by contribution assumption: employee only about $353,243 at 4% or $235,495 at 6%; with 50% employer match about $235,495 at 4% or $156,997 at 6%; with 100% employer match about $176,621 at 4% or $117,748 at 6%.
2005129$2,386,720$329,656$11,367iApproximate average salary by contribution assumption: employee only about $284,186 at 4% or $189,457 at 6%; with 50% employer match about $189,457 at 4% or $126,305 at 6%; with 100% employer match about $142,093 at 4% or $94,729 at 6%.
Cozad Financial Planning Corporation Profit Sharing Plan-29$2,386,720$329,656$11,367iApproximate average salary by contribution assumption: employee only about $284,186 at 4% or $189,457 at 6%; with 50% employer match about $189,457 at 4% or $126,305 at 6%; with 100% employer match about $142,093 at 4% or $94,729 at 6%.
2004128$3,128,320$277,004$9,893iApproximate average salary by contribution assumption: employee only about $247,325 at 4% or $164,883 at 6%; with 50% employer match about $164,883 at 4% or $109,922 at 6%; with 100% employer match about $123,663 at 4% or $82,442 at 6%.
Cozad Financial Planning Corporation Profit Sharing Plan-28$3,128,320$277,004$9,893iApproximate average salary by contribution assumption: employee only about $247,325 at 4% or $164,883 at 6%; with 50% employer match about $164,883 at 4% or $109,922 at 6%; with 100% employer match about $123,663 at 4% or $82,442 at 6%.
2003127$2,859,965$244,940$9,072iApproximate average salary by contribution assumption: employee only about $226,796 at 4% or $151,198 at 6%; with 50% employer match about $151,198 at 4% or $100,798 at 6%; with 100% employer match about $113,398 at 4% or $75,599 at 6%.
Cozad Financial Planning Corporation Profit Sharing Plan-27$2,859,965$244,940$9,072iApproximate average salary by contribution assumption: employee only about $226,796 at 4% or $151,198 at 6%; with 50% employer match about $151,198 at 4% or $100,798 at 6%; with 100% employer match about $113,398 at 4% or $75,599 at 6%.
2002129$1,963,208$238,226$8,215iApproximate average salary by contribution assumption: employee only about $205,367 at 4% or $136,911 at 6%; with 50% employer match about $136,911 at 4% or $91,274 at 6%; with 100% employer match about $102,684 at 4% or $68,456 at 6%.
Cozad Financial Planning Corporation Profit Sharing Plan-29$1,963,208$238,226$8,215iApproximate average salary by contribution assumption: employee only about $205,367 at 4% or $136,911 at 6%; with 50% employer match about $136,911 at 4% or $91,274 at 6%; with 100% employer match about $102,684 at 4% or $68,456 at 6%.
200110$2,228,870$211,716-
Cozad Financial Planning Corporation Profit Sharing Plan-0$2,228,870$211,716-
2000125$2,391,503$196,128$7,845iApproximate average salary by contribution assumption: employee only about $196,128 at 4% or $130,752 at 6%; with 50% employer match about $130,752 at 4% or $87,168 at 6%; with 100% employer match about $98,064 at 4% or $65,376 at 6%.
Cozad Financial Planning Corporation Profit Sharing Plan-25$2,391,503$196,128$7,845iApproximate average salary by contribution assumption: employee only about $196,128 at 4% or $130,752 at 6%; with 50% employer match about $130,752 at 4% or $87,168 at 6%; with 100% employer match about $98,064 at 4% or $65,376 at 6%.
1999123$2,532,508$137,019$5,957iApproximate average salary by contribution assumption: employee only about $148,934 at 4% or $99,289 at 6%; with 50% employer match about $99,289 at 4% or $66,193 at 6%; with 100% employer match about $74,467 at 4% or $49,645 at 6%.
Cozad Financial Planning Corporation Profit Sharing Plan-23$2,532,508$137,019$5,957iApproximate average salary by contribution assumption: employee only about $148,934 at 4% or $99,289 at 6%; with 50% employer match about $99,289 at 4% or $66,193 at 6%; with 100% employer match about $74,467 at 4% or $49,645 at 6%.