How big is WEEN & Kozek, LLP's plan?

WEEN & Kozek, LLP's plan reported $466K in assets and 2 participants for 2024.

Original filing (PDF)20251014105247NAL0001261795001

WEEN & Kozek, LLP

Name: WEEN & Kozek, LLP — WEEN & Kozek, LLP Profit Sharing, Form 5500 (2024)
Creator: WEEN & Kozek, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

WEEN & Kozek, LLP Profit Sharing Plan and Trust

Defined-contribution retirement plan · WEEN & Kozek, LLP's WEEN & Kozek, LLP Profit Sharing Plan and Trust held $466K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$466K

Net assets (EOY)

$466K

People on this filing

Michael Kozek signed WEEN & Kozek, LLP's 2024 Form 5500 as plan administrator.

Michael Kozek — 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

WEEN & Kozek, LLP's EIN is 47-1392560.

EIN 47-1392560

Plan number 001

Plan year 2024

ACK ID 20251014105247NAL0001261795001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for WEEN & Kozek, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

WEEN & Kozek, LLP's plan includes profit-sharing, life insurance.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WEEN & KOZEK, LLP.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

WEEN & KOZEK, LLP

EIN

all filings

Address

20 JAY STREET · SUITE 814 · BROOKLYN, NY · 11201

Phone

(212) 964-1822

Industry

Law Offices· Professional & Technical Services

Plan administrator