KAIZEN CPAS + ADVISORS
Plan context: KAIZEN CPA'S + ADVISORS 401(K) PLAN
EIN 87-2828429 • Antioch, IL • 5 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
89
2025 Assets
$12,308,787
2025 Contributions
$567,711
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 | 89 | $12,308,787 | $567,711 | $6,379iApproximate average salary by contribution assumption: employee only about $159,469 at 4% or $106,313 at 6%; with 50% employer match about $106,313 at 4% or $70,875 at 6%; with 100% employer match about $79,735 at 4% or $53,156 at 6%. |
| KAIZEN CPA'S + ADVISORS 401(K) PLAN | - | 89 | $12,308,787 | $567,711 | $6,379iApproximate average salary by contribution assumption: employee only about $159,469 at 4% or $106,313 at 6%; with 50% employer match about $106,313 at 4% or $70,875 at 6%; with 100% employer match about $79,735 at 4% or $53,156 at 6%. |
| 2024 | 1 | 89 | $12,178,163 | $871,713 | $9,795iApproximate average salary by contribution assumption: employee only about $244,863 at 4% or $163,242 at 6%; with 50% employer match about $163,242 at 4% or $108,828 at 6%; with 100% employer match about $122,432 at 4% or $81,621 at 6%. |
| KAIZEN CPA'S + ADVISORS 401(K) PLAN | - | 89 | $12,178,163 | $871,713 | $9,795iApproximate average salary by contribution assumption: employee only about $244,863 at 4% or $163,242 at 6%; with 50% employer match about $163,242 at 4% or $108,828 at 6%; with 100% employer match about $122,432 at 4% or $81,621 at 6%. |
| 2023 | 1 | 83 | $10,161,739 | $136,976 | $1,650iApproximate average salary by contribution assumption: employee only about $41,258 at 4% or $27,505 at 6%; with 50% employer match about $27,505 at 4% or $18,337 at 6%; with 100% employer match about $20,629 at 4% or $13,753 at 6%. |
| KAIZEN CPA'S + ADVISORS 401(K) PLAN | - | 83 | $10,161,739 | $136,976 | $1,650iApproximate average salary by contribution assumption: employee only about $41,258 at 4% or $27,505 at 6%; with 50% employer match about $27,505 at 4% or $18,337 at 6%; with 100% employer match about $20,629 at 4% or $13,753 at 6%. |
| 2022 | 1 | 75 | $8,984,304 | $589,452 | $7,859iApproximate average salary by contribution assumption: employee only about $196,484 at 4% or $130,989 at 6%; with 50% employer match about $130,989 at 4% or $87,326 at 6%; with 100% employer match about $98,242 at 4% or $65,495 at 6%. |
| KAIZEN CPAS + ADVISORS 401(K) PLAN | - | 75 | $8,984,304 | $589,452 | $7,859iApproximate average salary by contribution assumption: employee only about $196,484 at 4% or $130,989 at 6%; with 50% employer match about $130,989 at 4% or $87,326 at 6%; with 100% employer match about $98,242 at 4% or $65,495 at 6%. |
| 2021 | 1 | 58 | $11,239,512 | $466,174 | $8,037iApproximate average salary by contribution assumption: employee only about $200,937 at 4% or $133,958 at 6%; with 50% employer match about $133,958 at 4% or $89,305 at 6%; with 100% employer match about $100,469 at 4% or $66,979 at 6%. |
| JAMES HAMLIN & CO., P.C. | - | 58 | $11,239,512 | $466,174 | $8,037iApproximate average salary by contribution assumption: employee only about $200,937 at 4% or $133,958 at 6%; with 50% employer match about $133,958 at 4% or $89,305 at 6%; with 100% employer match about $100,469 at 4% or $66,979 at 6%. |