Lozier Inc.
Plan context: Lozier Inc. 401(K) Plan
EIN 11-3092016 • Whitestone, NY • 26 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
42
2024 Assets
$2,905,000
2024 Contributions
$388,895
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 42 | $2,905,000 | $388,895 | $9,259iApproximate average salary by contribution assumption: employee only about $231,485 at 4% or $154,323 at 6%; with 50% employer match about $154,323 at 4% or $102,882 at 6%; with 100% employer match about $115,743 at 4% or $77,162 at 6%. |
| Lozier Inc. 401(K) Plan | - | 42 | $2,905,000 | $388,895 | $9,259iApproximate average salary by contribution assumption: employee only about $231,485 at 4% or $154,323 at 6%; with 50% employer match about $154,323 at 4% or $102,882 at 6%; with 100% employer match about $115,743 at 4% or $77,162 at 6%. |
| 2023 | 1 | 44 | $2,991,933 | $138,146 | $3,140iApproximate average salary by contribution assumption: employee only about $78,492 at 4% or $52,328 at 6%; with 50% employer match about $52,328 at 4% or $34,885 at 6%; with 100% employer match about $39,246 at 4% or $26,164 at 6%. |
| Lozier Inc. 401(K) Plan | - | 44 | $2,991,933 | $138,146 | $3,140iApproximate average salary by contribution assumption: employee only about $78,492 at 4% or $52,328 at 6%; with 50% employer match about $52,328 at 4% or $34,885 at 6%; with 100% employer match about $39,246 at 4% or $26,164 at 6%. |
| 2022 | 1 | 41 | $2,613,961 | $64,153 | $1,565iApproximate average salary by contribution assumption: employee only about $39,118 at 4% or $26,078 at 6%; with 50% employer match about $26,078 at 4% or $17,386 at 6%; with 100% employer match about $19,559 at 4% or $13,039 at 6%. |
| Lozier Inc. 401(K) Plan | - | 41 | $2,613,961 | $64,153 | $1,565iApproximate average salary by contribution assumption: employee only about $39,118 at 4% or $26,078 at 6%; with 50% employer match about $26,078 at 4% or $17,386 at 6%; with 100% employer match about $19,559 at 4% or $13,039 at 6%. |
| 2021 | 1 | 41 | $3,062,026 | $61,354 | $1,496iApproximate average salary by contribution assumption: employee only about $37,411 at 4% or $24,941 at 6%; with 50% employer match about $24,941 at 4% or $16,627 at 6%; with 100% employer match about $18,705 at 4% or $12,470 at 6%. |
| Lozier Inc. 401(K) Plan | - | 41 | $3,062,026 | $61,354 | $1,496iApproximate average salary by contribution assumption: employee only about $37,411 at 4% or $24,941 at 6%; with 50% employer match about $24,941 at 4% or $16,627 at 6%; with 100% employer match about $18,705 at 4% or $12,470 at 6%. |
| 2020 | 1 | 43 | $2,696,673 | $68,925 | $1,603iApproximate average salary by contribution assumption: employee only about $40,073 at 4% or $26,715 at 6%; with 50% employer match about $26,715 at 4% or $17,810 at 6%; with 100% employer match about $20,036 at 4% or $13,358 at 6%. |
| Lozier Inc. 401(K) Plan | - | 43 | $2,696,673 | $68,925 | $1,603iApproximate average salary by contribution assumption: employee only about $40,073 at 4% or $26,715 at 6%; with 50% employer match about $26,715 at 4% or $17,810 at 6%; with 100% employer match about $20,036 at 4% or $13,358 at 6%. |
| 2019 | 1 | 41 | $2,564,022 | $0 | - |
| Lozier Inc. 401(K) Plan | - | 41 | $2,564,022 | - | - |
| 2018 | 1 | 42 | $2,288,317 | $85,903 | $2,045iApproximate average salary by contribution assumption: employee only about $51,133 at 4% or $34,088 at 6%; with 50% employer match about $34,088 at 4% or $22,726 at 6%; with 100% employer match about $25,566 at 4% or $17,044 at 6%. |
| Lozier Inc. 401(K) Plan | - | 42 | $2,288,317 | $85,903 | $2,045iApproximate average salary by contribution assumption: employee only about $51,133 at 4% or $34,088 at 6%; with 50% employer match about $34,088 at 4% or $22,726 at 6%; with 100% employer match about $25,566 at 4% or $17,044 at 6%. |
| 2017 | 1 | 42 | $2,495,474 | $5,855 | $139iApproximate average salary by contribution assumption: employee only about $3,485 at 4% or $2,323 at 6%; with 50% employer match about $2,323 at 4% or $1,549 at 6%; with 100% employer match about $1,743 at 4% or $1,162 at 6%. |
| Lozier Inc. 401(K) Plan | - | 42 | $2,495,474 | $5,855 | $139iApproximate average salary by contribution assumption: employee only about $3,485 at 4% or $2,323 at 6%; with 50% employer match about $2,323 at 4% or $1,549 at 6%; with 100% employer match about $1,743 at 4% or $1,162 at 6%. |
| 2016 | 1 | 46 | $2,309,662 | $18,125 | $394iApproximate average salary by contribution assumption: employee only about $9,851 at 4% or $6,567 at 6%; with 50% employer match about $6,567 at 4% or $4,378 at 6%; with 100% employer match about $4,925 at 4% or $3,284 at 6%. |
| Lozier Inc. 401(K) Plan | - | 46 | $2,309,662 | $18,125 | $394iApproximate average salary by contribution assumption: employee only about $9,851 at 4% or $6,567 at 6%; with 50% employer match about $6,567 at 4% or $4,378 at 6%; with 100% employer match about $4,925 at 4% or $3,284 at 6%. |
| 2015 | 1 | 47 | $2,288,095 | $67,325 | $1,432iApproximate average salary by contribution assumption: employee only about $35,811 at 4% or $23,874 at 6%; with 50% employer match about $23,874 at 4% or $15,916 at 6%; with 100% employer match about $17,906 at 4% or $11,937 at 6%. |
| Lozier Inc. 401(K) Plan | - | 47 | $2,288,095 | $67,325 | $1,432iApproximate average salary by contribution assumption: employee only about $35,811 at 4% or $23,874 at 6%; with 50% employer match about $23,874 at 4% or $15,916 at 6%; with 100% employer match about $17,906 at 4% or $11,937 at 6%. |
| 2014 | 1 | 50 | $2,332,161 | $109,451 | $2,189iApproximate average salary by contribution assumption: employee only about $54,726 at 4% or $36,484 at 6%; with 50% employer match about $36,484 at 4% or $24,322 at 6%; with 100% employer match about $27,363 at 4% or $18,242 at 6%. |
| Lozier Inc. 401(K) Plan | - | 50 | $2,332,161 | $109,451 | $2,189iApproximate average salary by contribution assumption: employee only about $54,726 at 4% or $36,484 at 6%; with 50% employer match about $36,484 at 4% or $24,322 at 6%; with 100% employer match about $27,363 at 4% or $18,242 at 6%. |
| 2013 | 1 | 56 | $2,208,550 | $155,532 | $2,777iApproximate average salary by contribution assumption: employee only about $69,434 at 4% or $46,289 at 6%; with 50% employer match about $46,289 at 4% or $30,860 at 6%; with 100% employer match about $34,717 at 4% or $23,145 at 6%. |
| Lozier Inc. 401(K) Plan | - | 56 | $2,208,550 | $155,532 | $2,777iApproximate average salary by contribution assumption: employee only about $69,434 at 4% or $46,289 at 6%; with 50% employer match about $46,289 at 4% or $30,860 at 6%; with 100% employer match about $34,717 at 4% or $23,145 at 6%. |
| 2012 | 1 | 52 | $2,116,215 | $162,827 | $3,131iApproximate average salary by contribution assumption: employee only about $78,282 at 4% or $52,188 at 6%; with 50% employer match about $52,188 at 4% or $34,792 at 6%; with 100% employer match about $39,141 at 4% or $26,094 at 6%. |
| Lozier Inc. 401(K) Plan | - | 52 | $2,116,215 | $162,827 | $3,131iApproximate average salary by contribution assumption: employee only about $78,282 at 4% or $52,188 at 6%; with 50% employer match about $52,188 at 4% or $34,792 at 6%; with 100% employer match about $39,141 at 4% or $26,094 at 6%. |
| 2011 | 1 | 52 | $1,913,846 | $194,297 | $3,736iApproximate average salary by contribution assumption: employee only about $93,412 at 4% or $62,275 at 6%; with 50% employer match about $62,275 at 4% or $41,516 at 6%; with 100% employer match about $46,706 at 4% or $31,137 at 6%. |
| Lozier Inc. 401(K) Plan | - | 52 | $1,913,846 | $194,297 | $3,736iApproximate average salary by contribution assumption: employee only about $93,412 at 4% or $62,275 at 6%; with 50% employer match about $62,275 at 4% or $41,516 at 6%; with 100% employer match about $46,706 at 4% or $31,137 at 6%. |
| 2010 | 1 | 53 | $1,859,857 | $196,645 | $3,710iApproximate average salary by contribution assumption: employee only about $92,757 at 4% or $61,838 at 6%; with 50% employer match about $61,838 at 4% or $41,225 at 6%; with 100% employer match about $46,379 at 4% or $30,919 at 6%. |
| Lozier Inc. 401(K) Plan | - | 53 | $1,859,857 | $196,645 | $3,710iApproximate average salary by contribution assumption: employee only about $92,757 at 4% or $61,838 at 6%; with 50% employer match about $61,838 at 4% or $41,225 at 6%; with 100% employer match about $46,379 at 4% or $30,919 at 6%. |
| 2009 | 1 | 55 | $1,601,160 | $231,182 | $4,203iApproximate average salary by contribution assumption: employee only about $105,083 at 4% or $70,055 at 6%; with 50% employer match about $70,055 at 4% or $46,703 at 6%; with 100% employer match about $52,541 at 4% or $35,028 at 6%. |
| Lozier Inc. 401(K) Plan | - | 55 | $1,601,160 | $231,182 | $4,203iApproximate average salary by contribution assumption: employee only about $105,083 at 4% or $70,055 at 6%; with 50% employer match about $70,055 at 4% or $46,703 at 6%; with 100% employer match about $52,541 at 4% or $35,028 at 6%. |
| 2008 | 1 | 29 | $1,081,817 | $180,909 | $6,238iApproximate average salary by contribution assumption: employee only about $155,956 at 4% or $103,971 at 6%; with 50% employer match about $103,971 at 4% or $69,314 at 6%; with 100% employer match about $77,978 at 4% or $51,985 at 6%. |
| Lozier Inc. 401(K) Plan | - | 29 | $1,081,817 | $180,909 | $6,238iApproximate average salary by contribution assumption: employee only about $155,956 at 4% or $103,971 at 6%; with 50% employer match about $103,971 at 4% or $69,314 at 6%; with 100% employer match about $77,978 at 4% or $51,985 at 6%. |
| 2007 | 1 | 26 | $0 | $0 | - |
| Lozier Inc. 401(K) Plan | - | 26 | - | - | - |
| 2006 | 1 | 26 | $1,224,312 | $166,547 | $6,406iApproximate average salary by contribution assumption: employee only about $160,141 at 4% or $106,761 at 6%; with 50% employer match about $106,761 at 4% or $71,174 at 6%; with 100% employer match about $80,071 at 4% or $53,380 at 6%. |
| Lozier Inc. 401(K) Plan | - | 26 | $1,224,312 | $166,547 | $6,406iApproximate average salary by contribution assumption: employee only about $160,141 at 4% or $106,761 at 6%; with 50% employer match about $106,761 at 4% or $71,174 at 6%; with 100% employer match about $80,071 at 4% or $53,380 at 6%. |
| 2005 | 1 | 30 | $972,293 | $152,219 | $5,074iApproximate average salary by contribution assumption: employee only about $126,849 at 4% or $84,566 at 6%; with 50% employer match about $84,566 at 4% or $56,377 at 6%; with 100% employer match about $63,425 at 4% or $42,283 at 6%. |
| Lozier Inc. 401(K) Plan | - | 30 | $972,293 | $152,219 | $5,074iApproximate average salary by contribution assumption: employee only about $126,849 at 4% or $84,566 at 6%; with 50% employer match about $84,566 at 4% or $56,377 at 6%; with 100% employer match about $63,425 at 4% or $42,283 at 6%. |
| 2004 | 1 | 23 | $783,586 | $165,262 | $7,185iApproximate average salary by contribution assumption: employee only about $179,633 at 4% or $119,755 at 6%; with 50% employer match about $119,755 at 4% or $79,837 at 6%; with 100% employer match about $89,816 at 4% or $59,878 at 6%. |
| Lozier Inc. 401(K) Plan | - | 23 | $783,586 | $165,262 | $7,185iApproximate average salary by contribution assumption: employee only about $179,633 at 4% or $119,755 at 6%; with 50% employer match about $119,755 at 4% or $79,837 at 6%; with 100% employer match about $89,816 at 4% or $59,878 at 6%. |
| 2003 | 1 | 25 | $708,883 | $167,242 | $6,690iApproximate average salary by contribution assumption: employee only about $167,242 at 4% or $111,495 at 6%; with 50% employer match about $111,495 at 4% or $74,330 at 6%; with 100% employer match about $83,621 at 4% or $55,747 at 6%. |
| Lozier Inc. 401(K) Plan | - | 25 | $708,883 | $167,242 | $6,690iApproximate average salary by contribution assumption: employee only about $167,242 at 4% or $111,495 at 6%; with 50% employer match about $111,495 at 4% or $74,330 at 6%; with 100% employer match about $83,621 at 4% or $55,747 at 6%. |
| 2002 | 1 | 25 | $426,202 | $145,556 | $5,822iApproximate average salary by contribution assumption: employee only about $145,556 at 4% or $97,037 at 6%; with 50% employer match about $97,037 at 4% or $64,692 at 6%; with 100% employer match about $72,778 at 4% or $48,519 at 6%. |
| Lozier Inc. 401(K) Plan | - | 25 | $426,202 | $145,556 | $5,822iApproximate average salary by contribution assumption: employee only about $145,556 at 4% or $97,037 at 6%; with 50% employer match about $97,037 at 4% or $64,692 at 6%; with 100% employer match about $72,778 at 4% or $48,519 at 6%. |
| 2001 | 1 | 24 | $0 | $0 | - |
| Lozier Inc. 401(K) Plan | - | 24 | - | - | - |
| 2000 | 1 | 29 | $293,886 | $185,458 | $6,395iApproximate average salary by contribution assumption: employee only about $159,878 at 4% or $106,585 at 6%; with 50% employer match about $106,585 at 4% or $71,057 at 6%; with 100% employer match about $79,939 at 4% or $53,293 at 6%. |
| Lozier Inc. 401(K) Plan | - | 29 | $293,886 | $185,458 | $6,395iApproximate average salary by contribution assumption: employee only about $159,878 at 4% or $106,585 at 6%; with 50% employer match about $106,585 at 4% or $71,057 at 6%; with 100% employer match about $79,939 at 4% or $53,293 at 6%. |
| 1999 | 1 | 24 | $239,894 | $82,282 | $3,428iApproximate average salary by contribution assumption: employee only about $85,710 at 4% or $57,140 at 6%; with 50% employer match about $57,140 at 4% or $38,094 at 6%; with 100% employer match about $42,855 at 4% or $28,570 at 6%. |
| Lozier Inc. 401(K) Plan | - | 24 | $239,894 | $82,282 | $3,428iApproximate average salary by contribution assumption: employee only about $85,710 at 4% or $57,140 at 6%; with 50% employer match about $57,140 at 4% or $38,094 at 6%; with 100% employer match about $42,855 at 4% or $28,570 at 6%. |