Civic Intelligence

Cozby & Company

Plan context: Cozby Company 401 K Profit Sharing Plan Trust

EIN 46-0611103 • Plymouth, MA • 13 filings • 2 plans

124 Long Pond Rd Ste 12Plymouth, MA 02360-2664
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$774,712

2024 Contributions

$43,732

Historical Graphs

Total Assets Over Time

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

$774,712$387,356$0201220182024YearValue
$774,712Latest year 2024

Participants Over Time

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

320201220182024YearValue
3Latest year 2024

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
202413$774,712$43,732$14,577iApproximate average salary by contribution assumption: employee only about $364,433 at 4% or $242,956 at 6%; with 50% employer match about $242,956 at 4% or $161,970 at 6%; with 100% employer match about $182,217 at 4% or $121,478 at 6%.
Cozby Company 401 K Profit Sharing Plan Trust-3$774,712$43,732$14,577iApproximate average salary by contribution assumption: employee only about $364,433 at 4% or $242,956 at 6%; with 50% employer match about $242,956 at 4% or $161,970 at 6%; with 100% employer match about $182,217 at 4% or $121,478 at 6%.
202313$661,898$32,000$10,667iApproximate average salary by contribution assumption: employee only about $266,667 at 4% or $177,778 at 6%; with 50% employer match about $177,778 at 4% or $118,519 at 6%; with 100% employer match about $133,333 at 4% or $88,889 at 6%.
Cozby Company 401 K Profit Sharing Plan Trust-3$661,898$32,000$10,667iApproximate average salary by contribution assumption: employee only about $266,667 at 4% or $177,778 at 6%; with 50% employer match about $177,778 at 4% or $118,519 at 6%; with 100% employer match about $133,333 at 4% or $88,889 at 6%.
202213$563,277$67,040$22,347iApproximate average salary by contribution assumption: employee only about $558,667 at 4% or $372,444 at 6%; with 50% employer match about $372,444 at 4% or $248,296 at 6%; with 100% employer match about $279,333 at 4% or $186,222 at 6%.
Cozby Company 401 K Profit Sharing Plan Trust-3$563,277$67,040$22,347iApproximate average salary by contribution assumption: employee only about $558,667 at 4% or $372,444 at 6%; with 50% employer match about $372,444 at 4% or $248,296 at 6%; with 100% employer match about $279,333 at 4% or $186,222 at 6%.
202112$548,733$37,626$18,813iApproximate average salary by contribution assumption: employee only about $470,325 at 4% or $313,550 at 6%; with 50% employer match about $313,550 at 4% or $209,033 at 6%; with 100% employer match about $235,163 at 4% or $156,775 at 6%.
Cozby Company 401 K Profit Sharing Plan Trust-2$548,733$37,626$18,813iApproximate average salary by contribution assumption: employee only about $470,325 at 4% or $313,550 at 6%; with 50% employer match about $313,550 at 4% or $209,033 at 6%; with 100% employer match about $235,163 at 4% or $156,775 at 6%.
202012$435,622$35,057$17,529iApproximate average salary by contribution assumption: employee only about $438,213 at 4% or $292,142 at 6%; with 50% employer match about $292,142 at 4% or $194,761 at 6%; with 100% employer match about $219,106 at 4% or $146,071 at 6%.
Cozby Company 401 K Profit Sharing Plan Trust-2$435,622$35,057$17,529iApproximate average salary by contribution assumption: employee only about $438,213 at 4% or $292,142 at 6%; with 50% employer match about $292,142 at 4% or $194,761 at 6%; with 100% employer match about $219,106 at 4% or $146,071 at 6%.
201912$417,368$35,335$17,668iApproximate average salary by contribution assumption: employee only about $441,688 at 4% or $294,458 at 6%; with 50% employer match about $294,458 at 4% or $196,306 at 6%; with 100% employer match about $220,844 at 4% or $147,229 at 6%.
Cozby Company 401 K Profit Sharing Plan Trust-2$417,368$35,335$17,668iApproximate average salary by contribution assumption: employee only about $441,688 at 4% or $294,458 at 6%; with 50% employer match about $294,458 at 4% or $196,306 at 6%; with 100% employer match about $220,844 at 4% or $147,229 at 6%.
201813$341,151$38,941$12,980iApproximate average salary by contribution assumption: employee only about $324,508 at 4% or $216,339 at 6%; with 50% employer match about $216,339 at 4% or $144,226 at 6%; with 100% employer match about $162,254 at 4% or $108,169 at 6%.
Cozby Company 401 K Profit Sharing Plan Trust-3$341,151$38,941$12,980iApproximate average salary by contribution assumption: employee only about $324,508 at 4% or $216,339 at 6%; with 50% employer match about $216,339 at 4% or $144,226 at 6%; with 100% employer match about $162,254 at 4% or $108,169 at 6%.
201713$329,005$37,490$12,497iApproximate average salary by contribution assumption: employee only about $312,417 at 4% or $208,278 at 6%; with 50% employer match about $208,278 at 4% or $138,852 at 6%; with 100% employer match about $156,208 at 4% or $104,139 at 6%.
Cozby Company 401 K Profit Sharing Plan Trust-3$329,005$37,490$12,497iApproximate average salary by contribution assumption: employee only about $312,417 at 4% or $208,278 at 6%; with 50% employer match about $208,278 at 4% or $138,852 at 6%; with 100% employer match about $156,208 at 4% or $104,139 at 6%.
201613$239,302$34,277$11,426iApproximate average salary by contribution assumption: employee only about $285,642 at 4% or $190,428 at 6%; with 50% employer match about $190,428 at 4% or $126,952 at 6%; with 100% employer match about $142,821 at 4% or $95,214 at 6%.
Cozby Company 401 K Profit Sharing Plan Trust-3$239,302$34,277$11,426iApproximate average salary by contribution assumption: employee only about $285,642 at 4% or $190,428 at 6%; with 50% employer match about $190,428 at 4% or $126,952 at 6%; with 100% employer match about $142,821 at 4% or $95,214 at 6%.
201513$188,804$24,543$8,181iApproximate average salary by contribution assumption: employee only about $204,525 at 4% or $136,350 at 6%; with 50% employer match about $136,350 at 4% or $90,900 at 6%; with 100% employer match about $102,263 at 4% or $68,175 at 6%.
Cozby Company 401 K Profit Sharing Plan Trust-3$188,804$24,543$8,181iApproximate average salary by contribution assumption: employee only about $204,525 at 4% or $136,350 at 6%; with 50% employer match about $136,350 at 4% or $90,900 at 6%; with 100% employer match about $102,263 at 4% or $68,175 at 6%.
201413$165,678$26,541$8,847iApproximate average salary by contribution assumption: employee only about $221,175 at 4% or $147,450 at 6%; with 50% employer match about $147,450 at 4% or $98,300 at 6%; with 100% employer match about $110,588 at 4% or $73,725 at 6%.
Cozby Company 401 K Profit Sharing Plan Trust-3$165,678$26,541$8,847iApproximate average salary by contribution assumption: employee only about $221,175 at 4% or $147,450 at 6%; with 50% employer match about $147,450 at 4% or $98,300 at 6%; with 100% employer match about $110,588 at 4% or $73,725 at 6%.
201313$128,500$28,019$9,340iApproximate average salary by contribution assumption: employee only about $233,492 at 4% or $155,661 at 6%; with 50% employer match about $155,661 at 4% or $103,774 at 6%; with 100% employer match about $116,746 at 4% or $77,831 at 6%.
Cozby Company 401 K Profit Sharing Plan Trust-3$128,500$28,019$9,340iApproximate average salary by contribution assumption: employee only about $233,492 at 4% or $155,661 at 6%; with 50% employer match about $155,661 at 4% or $103,774 at 6%; with 100% employer match about $116,746 at 4% or $77,831 at 6%.
201213$85,359$82,492$27,497iApproximate average salary by contribution assumption: employee only about $687,433 at 4% or $458,289 at 6%; with 50% employer match about $458,289 at 4% or $305,526 at 6%; with 100% employer match about $343,717 at 4% or $229,144 at 6%.
Cozby Company 401 K Profit Sharing Plan Trust-3$85,359$82,492$27,497iApproximate average salary by contribution assumption: employee only about $687,433 at 4% or $458,289 at 6%; with 50% employer match about $458,289 at 4% or $305,526 at 6%; with 100% employer match about $343,717 at 4% or $229,144 at 6%.