Civic Intelligence

James Kozak, DBA Zak Tool

Plan context: Zak Tool Profit Sharing Plan

EIN 95-4711853 • Lebec, CA • 21 filings • 2 plans

P.O. Box 1430Lebec, CA 93243
Current Snapshot

Latest Year

2022

2022 Participants

12

2022 Assets

$1,582,094

2022 Contributions

$96,413

Historical Graphs

Total Assets Over Time

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

$1,822,803$911,402$0200420142022YearValue
$1,582,094Latest year 2022

Participants Over Time

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

1260200420132022YearValue
12Latest year 2022

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
2022112$1,582,094$96,413$8,034iApproximate average salary by contribution assumption: employee only about $200,860 at 4% or $133,907 at 6%; with 50% employer match about $133,907 at 4% or $89,271 at 6%; with 100% employer match about $100,430 at 4% or $66,953 at 6%.
Zak Tool Profit Sharing Plan-12$1,582,094$96,413$8,034iApproximate average salary by contribution assumption: employee only about $200,860 at 4% or $133,907 at 6%; with 50% employer match about $133,907 at 4% or $89,271 at 6%; with 100% employer match about $100,430 at 4% or $66,953 at 6%.
2021111$1,822,803$75,000$6,818iApproximate average salary by contribution assumption: employee only about $170,455 at 4% or $113,636 at 6%; with 50% employer match about $113,636 at 4% or $75,758 at 6%; with 100% employer match about $85,227 at 4% or $56,818 at 6%.
Zak Tool Profit Sharing Plan-11$1,822,803$75,000$6,818iApproximate average salary by contribution assumption: employee only about $170,455 at 4% or $113,636 at 6%; with 50% employer match about $113,636 at 4% or $75,758 at 6%; with 100% employer match about $85,227 at 4% or $56,818 at 6%.
2020112$1,549,868$100,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Zak Tool Profit Sharing Plan-12$1,549,868$100,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
2019111$1,345,732$70,000$6,364iApproximate average salary by contribution assumption: employee only about $159,091 at 4% or $106,061 at 6%; with 50% employer match about $106,061 at 4% or $70,707 at 6%; with 100% employer match about $79,545 at 4% or $53,030 at 6%.
Zak Tool Profit Sharing Plan-11$1,345,732$70,000$6,364iApproximate average salary by contribution assumption: employee only about $159,091 at 4% or $106,061 at 6%; with 50% employer match about $106,061 at 4% or $70,707 at 6%; with 100% employer match about $79,545 at 4% or $53,030 at 6%.
201819$1,166,368$105,260$11,696iApproximate average salary by contribution assumption: employee only about $292,389 at 4% or $194,926 at 6%; with 50% employer match about $194,926 at 4% or $129,951 at 6%; with 100% employer match about $146,194 at 4% or $97,463 at 6%.
Zak Tool Profit Sharing Plan-9$1,166,368$105,260$11,696iApproximate average salary by contribution assumption: employee only about $292,389 at 4% or $194,926 at 6%; with 50% employer match about $194,926 at 4% or $129,951 at 6%; with 100% employer match about $146,194 at 4% or $97,463 at 6%.
201719$1,197,362$84,258$9,362iApproximate average salary by contribution assumption: employee only about $234,050 at 4% or $156,033 at 6%; with 50% employer match about $156,033 at 4% or $104,022 at 6%; with 100% employer match about $117,025 at 4% or $78,017 at 6%.
Zak Tool Profit Sharing Plan-9$1,197,362$84,258$9,362iApproximate average salary by contribution assumption: employee only about $234,050 at 4% or $156,033 at 6%; with 50% employer match about $156,033 at 4% or $104,022 at 6%; with 100% employer match about $117,025 at 4% or $78,017 at 6%.
201619$1,054,703$70,000$7,778iApproximate average salary by contribution assumption: employee only about $194,444 at 4% or $129,630 at 6%; with 50% employer match about $129,630 at 4% or $86,420 at 6%; with 100% employer match about $97,222 at 4% or $64,815 at 6%.
Zak Tool Profit Sharing Plan-9$1,054,703$70,000$7,778iApproximate average salary by contribution assumption: employee only about $194,444 at 4% or $129,630 at 6%; with 50% employer match about $129,630 at 4% or $86,420 at 6%; with 100% employer match about $97,222 at 4% or $64,815 at 6%.
201529$945,864$907,209$100,801iApproximate average salary by contribution assumption: employee only about $2,520,025 at 4% or $1,680,017 at 6%; with 50% employer match about $1,680,017 at 4% or $1,120,011 at 6%; with 100% employer match about $1,260,013 at 4% or $840,008 at 6%.
Zak Tool Profit Sharing Plan-9$945,864$907,209$100,801iApproximate average salary by contribution assumption: employee only about $2,520,025 at 4% or $1,680,017 at 6%; with 50% employer match about $1,680,017 at 4% or $1,120,011 at 6%; with 100% employer match about $1,260,013 at 4% or $840,008 at 6%.
Zak Tool Defined Benefit Pension Plan-0$0$0-
201429$885,606$38,705$4,301iApproximate average salary by contribution assumption: employee only about $107,514 at 4% or $71,676 at 6%; with 50% employer match about $71,676 at 4% or $47,784 at 6%; with 100% employer match about $53,757 at 4% or $35,838 at 6%.
Zak Tool Defined Benefit Pension Plan-5$846,901$0-
Zak Tool Profit Sharing Plan-9$38,705$38,705$4,301iApproximate average salary by contribution assumption: employee only about $107,514 at 4% or $71,676 at 6%; with 50% employer match about $71,676 at 4% or $47,784 at 6%; with 100% employer match about $53,757 at 4% or $35,838 at 6%.
201315$830,351$25,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Zak Tool Defined Benefit Pension Plan-5$830,351$25,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
201215$763,215$50,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Zak Tool Defined Benefit Pension Plan-5$763,215$50,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
201115$660,979$70,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
Zak Tool Defined Benefit Pension Plan-5$660,979$70,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
201015$593,699$80,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
Zak Tool Defined Benefit Pension Plan-5$593,699$80,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
200915$482,891$178,996$35,799iApproximate average salary by contribution assumption: employee only about $894,980 at 4% or $596,653 at 6%; with 50% employer match about $596,653 at 4% or $397,769 at 6%; with 100% employer match about $447,490 at 4% or $298,327 at 6%.
Zak Tool Defined Benefit Pension Plan-5$482,891$178,996$35,799iApproximate average salary by contribution assumption: employee only about $894,980 at 4% or $596,653 at 6%; with 50% employer match about $596,653 at 4% or $397,769 at 6%; with 100% employer match about $447,490 at 4% or $298,327 at 6%.
200816$0$0-
Zak Tool Defined Benefit Pension Plan-6---
200716$0$0-
Zak Tool Defined Benefit Pension Plan-6---
200615$245,806$85,000$17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%.
Zak Tool Defined Benefit Pension Plan-5$245,806$85,000$17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%.
200514$152,507$66,864$16,716iApproximate average salary by contribution assumption: employee only about $417,900 at 4% or $278,600 at 6%; with 50% employer match about $278,600 at 4% or $185,733 at 6%; with 100% employer match about $208,950 at 4% or $139,300 at 6%.
Zak Tool Defined Benefit Pension Plan-4$152,507$66,864$16,716iApproximate average salary by contribution assumption: employee only about $417,900 at 4% or $278,600 at 6%; with 50% employer match about $278,600 at 4% or $185,733 at 6%; with 100% employer match about $208,950 at 4% or $139,300 at 6%.
200414$83,865$83,865$20,966iApproximate average salary by contribution assumption: employee only about $524,156 at 4% or $349,438 at 6%; with 50% employer match about $349,438 at 4% or $232,958 at 6%; with 100% employer match about $262,078 at 4% or $174,719 at 6%.
Zak Tool Defined Benefit Pension Plan-4$83,865$83,865$20,966iApproximate average salary by contribution assumption: employee only about $524,156 at 4% or $349,438 at 6%; with 50% employer match about $349,438 at 4% or $232,958 at 6%; with 100% employer match about $262,078 at 4% or $174,719 at 6%.