Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$336,292
2024 Contributions
$2,000
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 2 | $336,292 | $2,000 | $1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%. |
| G and J Koz Inc. Retirement Plan | - | 2 | $336,292 | $2,000 | $1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%. |
| 2023 | 1 | 2 | $290,304 | $0 | - |
| G and J Koz Inc. Retirement Plan | - | 2 | $290,304 | - | - |
| 2022 | 1 | 2 | $348,475 | $2,000 | $1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%. |
| G and J Koz Inc. Retirement Plan | - | 2 | $348,475 | $2,000 | $1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%. |
| 2021 | 1 | 2 | $272,916 | $0 | - |
| G and J Koz Inc. Retirement Plan | - | 2 | $272,916 | - | - |
| 2020 | 1 | 2 | $207,823 | $1,500 | $750iApproximate average salary by contribution assumption: employee only about $18,750 at 4% or $12,500 at 6%; with 50% employer match about $12,500 at 4% or $8,333 at 6%; with 100% employer match about $9,375 at 4% or $6,250 at 6%. |
| G and J Koz Inc. Retirement Plan | - | 2 | $207,823 | $1,500 | $750iApproximate average salary by contribution assumption: employee only about $18,750 at 4% or $12,500 at 6%; with 50% employer match about $12,500 at 4% or $8,333 at 6%; with 100% employer match about $9,375 at 4% or $6,250 at 6%. |
| 2019 | 1 | 2 | $188,355 | $1,000 | $500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%. |
| G and J Koz Inc. Retirement Plan | - | 2 | $188,355 | $1,000 | $500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%. |
| 2018 | 1 | 2 | $201,107 | $2,000 | $1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%. |
| G and J Koz Inc. Retirement Plan | - | 2 | $201,107 | $2,000 | $1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%. |
| 2017 | 1 | 2 | $186,047 | $2,000 | $1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%. |
| G and J Koz Inc. Retirement Plan | - | 2 | $186,047 | $2,000 | $1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%. |
| 2016 | 1 | 2 | $198,549 | $2,000 | $1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%. |
| G and J Koz Inc. Retirement Plan | - | 2 | $198,549 | $2,000 | $1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%. |
| 2015 | 1 | 2 | $142,748 | $0 | - |
| G and J Koz Inc. Retirement Plan | - | 2 | $142,748 | - | - |
| 2014 | 1 | 2 | $129,712 | $0 | - |
| G and J Koz Inc. Retirement Plan | - | 2 | $129,712 | - | - |
| 2013 | 1 | 2 | $118,825 | $0 | - |
| G and J Koz Inc. Retirement Plan | - | 2 | $118,825 | - | - |
| 2012 | 1 | 2 | $325,001 | $317,542 | $158,771iApproximate average salary by contribution assumption: employee only about $3,969,275 at 4% or $2,646,183 at 6%; with 50% employer match about $2,646,183 at 4% or $1,764,122 at 6%; with 100% employer match about $1,984,638 at 4% or $1,323,092 at 6%. |
| G and J Koz Inc. Retirement Plan | - | 2 | $325,001 | $317,542 | $158,771iApproximate average salary by contribution assumption: employee only about $3,969,275 at 4% or $2,646,183 at 6%; with 50% employer match about $2,646,183 at 4% or $1,764,122 at 6%; with 100% employer match about $1,984,638 at 4% or $1,323,092 at 6%. |