Original filing (PDF)20250621084646NAL0011339266001

STEPHEN KOZIK, INC

Name: STEPHEN KOZIK, INC — Form 5500 (2024)
Creator: STEPHEN KOZIK, INC

Form 5500-SF

FILING_RECEIVED

STEPHEN KOZIK, INC

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$77K

Net assets (EOY)

$77K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEPHEN KOZIK, INC.

Plan sponsor

Name

STEPHEN KOZIK, INC

EIN

99-2978616all filings

Address

3920 N OCEAN DR 11B · RIVIERA BEACH, FL · 33404

Phone

(416) 500-7121

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-06-01

Tax period

2024-12-31

Filed

2025-06-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

FOURFRONT WEALTH MANAGEMENT LLC

FOURFRONT WEALTH MANAGEMENT LLC 401(K) PLAN

$77K · 1 participants

STEELE FINANCIAL PARTNERS INC.

STEELE FINANCIAL PARTNERS INC. 401(K) PLAN

$77K · 2 participants

WELL-FOUNDED INVESTING, LLC

WELL-FOUNDED INVESTING, LLC SOLO 401(K)

$77K · 2 participants

LIVE OAK WEALTH MANAGEMENT, LLC

LIVE OAK WEALTH MANAGEMENT 401(K) PLAN

$77K · 2 participants

HESSEL WEALTH MANAGEMENT LLC

HESSEL WEALTH MANAGEMENT LLC 401(K) PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.