How big is Kozak & Gayer, P.A.'s plan?

Kozak & Gayer, P.A.'s plan reported $4.2M in assets and 10 participants for 2025.

Original filing (PDF)20260407131012NAL0008663585001

Kozak & Gayer, P.A.

Name: Kozak & Gayer, P.A. — Kozak & Gayer, P.A. Retirement, Form 5500 (2025)
Creator: Kozak & Gayer, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kozak & Gayer, P.A. Retirement Plan

401(k) retirement plan · Kozak & Gayer, P.A.'s Kozak & Gayer, P.A. Retirement Plan held $4.2M in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

People on this filing

Taylor Fawns signed Kozak & Gayer, P.A.'s 2025 Form 5500 as plan administrator.

Taylor Fawns — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Kozak & Gayer, P.A.'s EIN is 01-0497366.

EIN 01-0497366

Plan number 001

Plan year 2025

ACK ID 20260407131012NAL0008663585001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Kozak & Gayer, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Kozak & Gayer, P.A.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KOZAK & GAYER, P.A..

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score