Civic Intelligence

LOZANO CASE WORKS, INC.

Plan context: Lozano Caseworks 401(K) Plan

EIN 33-0558591 • Colton, CA • 25 filings • 6 plans

242 W Hanna StColton, CA 92324
Current Snapshot

Latest Year

2013

2013 Participants

33

2013 Assets

$61,523

2013 Contributions

$13,475

Historical Graphs

Total Assets Over Time

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

$1,746,343$873,172$0200320082012YearValue
$61,523Latest year 2012

Participants Over Time

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

40200200120072012YearValue
33Latest year 2012

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
201320$0$0-
CONTRACTORS & EMPLOYEES 401(K) PLAN-0$0$0-
Lozano Caseworks 401(K) Plan-0---
2012333$61,523$13,475$408iApproximate average salary by contribution assumption: employee only about $10,208 at 4% or $6,806 at 6%; with 50% employer match about $6,806 at 4% or $4,537 at 6%; with 100% employer match about $5,104 at 4% or $3,403 at 6%.
Lozano Caseworks 401(K) Plan-5$57,241$13,475$2,695iApproximate average salary by contribution assumption: employee only about $67,375 at 4% or $44,917 at 6%; with 50% employer match about $44,917 at 4% or $29,944 at 6%; with 100% employer match about $33,688 at 4% or $22,458 at 6%.
CONTRACTORS & EMPLOYEES 401(K) PLAN-7$4,282$0-
Lozano Caseworks 401(K) Plan-33---
2011329$891,346$50,667$1,747iApproximate average salary by contribution assumption: employee only about $43,678 at 4% or $29,119 at 6%; with 50% employer match about $29,119 at 4% or $19,413 at 6%; with 100% employer match about $21,839 at 4% or $14,559 at 6%.
Lozano Caseworks 401(K) Plan-29$440,000--
Lozano Caseworks 401(K) Plan-17$331,122$50,667$2,980iApproximate average salary by contribution assumption: employee only about $74,510 at 4% or $49,674 at 6%; with 50% employer match about $49,674 at 4% or $33,116 at 6%; with 100% employer match about $37,255 at 4% or $24,837 at 6%.
CONTRACTORS & EMPLOYEES 401(K) PLAN-17$120,224$0-
2010337$1,746,343$353,522$9,555iApproximate average salary by contribution assumption: employee only about $238,866 at 4% or $159,244 at 6%; with 50% employer match about $159,244 at 4% or $106,163 at 6%; with 100% employer match about $119,433 at 4% or $79,622 at 6%.
Lozano Caseworks 401(K) Plan-37$1,240,000$300,412$8,119iApproximate average salary by contribution assumption: employee only about $202,981 at 4% or $135,321 at 6%; with 50% employer match about $135,321 at 4% or $90,214 at 6%; with 100% employer match about $101,491 at 4% or $67,660 at 6%.
Lozano Caseworks 401(K) Plan-19$381,922$53,110$2,795iApproximate average salary by contribution assumption: employee only about $69,882 at 4% or $46,588 at 6%; with 50% employer match about $46,588 at 4% or $31,058 at 6%; with 100% employer match about $34,941 at 4% or $23,294 at 6%.
CONTRACTORS & EMPLOYEES 401(K) PLAN-19$124,421$0-
2009338$857,190$516,237$13,585iApproximate average salary by contribution assumption: employee only about $339,630 at 4% or $226,420 at 6%; with 50% employer match about $226,420 at 4% or $150,946 at 6%; with 100% employer match about $169,815 at 4% or $113,210 at 6%.
Lozano Caseworks 401(K) Plan-19$375,238$118,757$6,250iApproximate average salary by contribution assumption: employee only about $156,259 at 4% or $104,173 at 6%; with 50% employer match about $104,173 at 4% or $69,449 at 6%; with 100% employer match about $78,130 at 4% or $52,086 at 6%.
Lozano Caseworks 401(K) Plan-38$349,000$397,480$10,460iApproximate average salary by contribution assumption: employee only about $261,500 at 4% or $174,333 at 6%; with 50% employer match about $174,333 at 4% or $116,222 at 6%; with 100% employer match about $130,750 at 4% or $87,167 at 6%.
CONTRACTORS & EMPLOYEES 401(K) PLAN-22$132,952$0-
2008233$198,902$107,099$3,245iApproximate average salary by contribution assumption: employee only about $81,136 at 4% or $54,090 at 6%; with 50% employer match about $54,090 at 4% or $36,060 at 6%; with 100% employer match about $40,568 at 4% or $27,045 at 6%.
Lozano Caseworks 401(K) Plan-33$198,902$107,099$3,245iApproximate average salary by contribution assumption: employee only about $81,136 at 4% or $54,090 at 6%; with 50% employer match about $54,090 at 4% or $36,060 at 6%; with 100% employer match about $40,568 at 4% or $27,045 at 6%.
CONTRACTORS & EMPLOYEES 401K PLAN-10---
2007236$350,032$118,339$3,287iApproximate average salary by contribution assumption: employee only about $82,180 at 4% or $54,787 at 6%; with 50% employer match about $54,787 at 4% or $36,524 at 6%; with 100% employer match about $41,090 at 4% or $27,393 at 6%.
Lozano Caseworks 401(K) Plan-36$185,949$118,339$3,287iApproximate average salary by contribution assumption: employee only about $82,180 at 4% or $54,787 at 6%; with 50% employer match about $54,787 at 4% or $36,524 at 6%; with 100% employer match about $41,090 at 4% or $27,393 at 6%.
CONTRACTORS & EMPLOYEES 401K PLAN-13$164,083--
2006240$260,287$65,054$1,626iApproximate average salary by contribution assumption: employee only about $40,659 at 4% or $27,106 at 6%; with 50% employer match about $27,106 at 4% or $18,071 at 6%; with 100% employer match about $20,329 at 4% or $13,553 at 6%.
CONTRACTORS & EMPLOYEES 401K PLAN-13$190,511--
Lozano Caseworks 401(K) Plan-40$69,776$65,054$1,626iApproximate average salary by contribution assumption: employee only about $40,659 at 4% or $27,106 at 6%; with 50% employer match about $27,106 at 4% or $18,071 at 6%; with 100% employer match about $20,329 at 4% or $13,553 at 6%.
2005121$201,575$0-
CONTRACTORS & EMPLOYEES 401K PLAN-21$201,575--
2004118$210,597$42,595$2,366iApproximate average salary by contribution assumption: employee only about $59,160 at 4% or $39,440 at 6%; with 50% employer match about $39,440 at 4% or $26,293 at 6%; with 100% employer match about $29,580 at 4% or $19,720 at 6%.
CPMTRACTORS & EMPLOYEES 401K PLAN-18$210,597$42,595$2,366iApproximate average salary by contribution assumption: employee only about $59,160 at 4% or $39,440 at 6%; with 50% employer match about $39,440 at 4% or $26,293 at 6%; with 100% employer match about $29,580 at 4% or $19,720 at 6%.
2003139$187,890$101,689$2,607iApproximate average salary by contribution assumption: employee only about $65,185 at 4% or $43,457 at 6%; with 50% employer match about $43,457 at 4% or $28,971 at 6%; with 100% employer match about $32,593 at 4% or $21,728 at 6%.
CONTRACTORS & EMPLOYEES 401K PLAN-39$187,890$101,689$2,607iApproximate average salary by contribution assumption: employee only about $65,185 at 4% or $43,457 at 6%; with 50% employer match about $43,457 at 4% or $28,971 at 6%; with 100% employer match about $32,593 at 4% or $21,728 at 6%.
2002114$0$0-
CONTRACTORS & EMPLOYEES 401K PLAN-14---
2001122$0$0-
CONTRACTORS & EMPLOYEES 401K PLAN-22---