COZZENS & COMPANY, LLC
Plan context: COZZENS & COMPANY, LLC 401(K) PLAN
EIN 47-1284962 • Alexandria, VA • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$2,330,563
2025 Contributions
$134,709
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 4 | $2,330,563 | $134,709 | $33,677iApproximate average salary by contribution assumption: employee only about $841,931 at 4% or $561,288 at 6%; with 50% employer match about $561,288 at 4% or $374,192 at 6%; with 100% employer match about $420,966 at 4% or $280,644 at 6%. |
| COZZENS & COMPANY, LLC 401(K) PLAN | - | 4 | $2,330,563 | $134,709 | $33,677iApproximate average salary by contribution assumption: employee only about $841,931 at 4% or $561,288 at 6%; with 50% employer match about $561,288 at 4% or $374,192 at 6%; with 100% employer match about $420,966 at 4% or $280,644 at 6%. |
| 2024 | 1 | 4 | $1,884,340 | $133,400 | $33,350iApproximate average salary by contribution assumption: employee only about $833,750 at 4% or $555,833 at 6%; with 50% employer match about $555,833 at 4% or $370,556 at 6%; with 100% employer match about $416,875 at 4% or $277,917 at 6%. |
| COZZENS & COMPANY, LLC 401(K) PLAN | - | 4 | $1,884,340 | $133,400 | $33,350iApproximate average salary by contribution assumption: employee only about $833,750 at 4% or $555,833 at 6%; with 50% employer match about $555,833 at 4% or $370,556 at 6%; with 100% employer match about $416,875 at 4% or $277,917 at 6%. |
| 2023 | 1 | 5 | $1,581,838 | $128,200 | $25,640iApproximate average salary by contribution assumption: employee only about $641,000 at 4% or $427,333 at 6%; with 50% employer match about $427,333 at 4% or $284,889 at 6%; with 100% employer match about $320,500 at 4% or $213,667 at 6%. |
| COZZENS & COMPANY, LLC 401(K) PLAN | - | 5 | $1,581,838 | $128,200 | $25,640iApproximate average salary by contribution assumption: employee only about $641,000 at 4% or $427,333 at 6%; with 50% employer match about $427,333 at 4% or $284,889 at 6%; with 100% employer match about $320,500 at 4% or $213,667 at 6%. |
| 2022 | 1 | 4 | $1,276,478 | $1,409,101 | $352,275iApproximate average salary by contribution assumption: employee only about $8,806,881 at 4% or $5,871,254 at 6%; with 50% employer match about $5,871,254 at 4% or $3,914,169 at 6%; with 100% employer match about $4,403,441 at 4% or $2,935,627 at 6%. |
| COZZENS & COMPANY, LLC 401(K) PLAN | - | 4 | $1,276,478 | $1,409,101 | $352,275iApproximate average salary by contribution assumption: employee only about $8,806,881 at 4% or $5,871,254 at 6%; with 50% employer match about $5,871,254 at 4% or $3,914,169 at 6%; with 100% employer match about $4,403,441 at 4% or $2,935,627 at 6%. |