Civic Intelligence

Lozano & Company

Plan context: Lozano and Company 401(K) Plan

EIN 33-0703036 • Santa Ana, CA • 17 filings • 2 plans

2677 N. Main Street, Suite 460Santa Ana, CA 92705
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$1,379,292

2024 Contributions

$161,726

Historical Graphs

Total Assets Over Time

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

$1,379,292$689,646$0200820162024YearValue
$1,379,292Latest year 2024

Participants Over Time

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

1050200820162024YearValue
9Latest year 2024

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
202419$1,379,292$161,726$17,970iApproximate average salary by contribution assumption: employee only about $449,239 at 4% or $299,493 at 6%; with 50% employer match about $299,493 at 4% or $199,662 at 6%; with 100% employer match about $224,619 at 4% or $149,746 at 6%.
Lozano and Company 401(K) Plan-9$1,379,292$161,726$17,970iApproximate average salary by contribution assumption: employee only about $449,239 at 4% or $299,493 at 6%; with 50% employer match about $299,493 at 4% or $199,662 at 6%; with 100% employer match about $224,619 at 4% or $149,746 at 6%.
2023110$1,189,642$80,140$8,014iApproximate average salary by contribution assumption: employee only about $200,350 at 4% or $133,567 at 6%; with 50% employer match about $133,567 at 4% or $89,044 at 6%; with 100% employer match about $100,175 at 4% or $66,783 at 6%.
Lozano and Company 401(K) Plan-10$1,189,642$80,140$8,014iApproximate average salary by contribution assumption: employee only about $200,350 at 4% or $133,567 at 6%; with 50% employer match about $133,567 at 4% or $89,044 at 6%; with 100% employer match about $100,175 at 4% or $66,783 at 6%.
202219$1,043,394$71,953$7,995iApproximate average salary by contribution assumption: employee only about $199,869 at 4% or $133,246 at 6%; with 50% employer match about $133,246 at 4% or $88,831 at 6%; with 100% employer match about $99,935 at 4% or $66,623 at 6%.
Lozano and Company 401(K) Plan-9$1,043,394$71,953$7,995iApproximate average salary by contribution assumption: employee only about $199,869 at 4% or $133,246 at 6%; with 50% employer match about $133,246 at 4% or $88,831 at 6%; with 100% employer match about $99,935 at 4% or $66,623 at 6%.
202117$1,170,084$142,465$20,352iApproximate average salary by contribution assumption: employee only about $508,804 at 4% or $339,202 at 6%; with 50% employer match about $339,202 at 4% or $226,135 at 6%; with 100% employer match about $254,402 at 4% or $169,601 at 6%.
Lozano and Company 401(K) Plan-7$1,170,084$142,465$20,352iApproximate average salary by contribution assumption: employee only about $508,804 at 4% or $339,202 at 6%; with 50% employer match about $339,202 at 4% or $226,135 at 6%; with 100% employer match about $254,402 at 4% or $169,601 at 6%.
202018$994,063$69,494$8,687iApproximate average salary by contribution assumption: employee only about $217,169 at 4% or $144,779 at 6%; with 50% employer match about $144,779 at 4% or $96,519 at 6%; with 100% employer match about $108,584 at 4% or $72,390 at 6%.
Lozano and Company 401(K) Plan-8$994,063$69,494$8,687iApproximate average salary by contribution assumption: employee only about $217,169 at 4% or $144,779 at 6%; with 50% employer match about $144,779 at 4% or $96,519 at 6%; with 100% employer match about $108,584 at 4% or $72,390 at 6%.
201918$834,367$113,027$14,128iApproximate average salary by contribution assumption: employee only about $353,209 at 4% or $235,473 at 6%; with 50% employer match about $235,473 at 4% or $156,982 at 6%; with 100% employer match about $176,605 at 4% or $117,736 at 6%.
Lozano and Company 401(K) Plan-8$834,367$113,027$14,128iApproximate average salary by contribution assumption: employee only about $353,209 at 4% or $235,473 at 6%; with 50% employer match about $235,473 at 4% or $156,982 at 6%; with 100% employer match about $176,605 at 4% or $117,736 at 6%.
201815$656,281$125,074$25,015iApproximate average salary by contribution assumption: employee only about $625,370 at 4% or $416,913 at 6%; with 50% employer match about $416,913 at 4% or $277,942 at 6%; with 100% employer match about $312,685 at 4% or $208,457 at 6%.
Lozano and Company 401(K) Plan-5$656,281$125,074$25,015iApproximate average salary by contribution assumption: employee only about $625,370 at 4% or $416,913 at 6%; with 50% employer match about $416,913 at 4% or $277,942 at 6%; with 100% employer match about $312,685 at 4% or $208,457 at 6%.
201717$582,650$78,838$11,263iApproximate average salary by contribution assumption: employee only about $281,564 at 4% or $187,710 at 6%; with 50% employer match about $187,710 at 4% or $125,140 at 6%; with 100% employer match about $140,782 at 4% or $93,855 at 6%.
Lozano and Company 401(K) Plan-7$582,650$78,838$11,263iApproximate average salary by contribution assumption: employee only about $281,564 at 4% or $187,710 at 6%; with 50% employer match about $187,710 at 4% or $125,140 at 6%; with 100% employer match about $140,782 at 4% or $93,855 at 6%.
201618$493,104$62,274$7,784iApproximate average salary by contribution assumption: employee only about $194,606 at 4% or $129,738 at 6%; with 50% employer match about $129,738 at 4% or $86,492 at 6%; with 100% employer match about $97,303 at 4% or $64,869 at 6%.
Lozano and Company 401(K) Plan-8$493,104$62,274$7,784iApproximate average salary by contribution assumption: employee only about $194,606 at 4% or $129,738 at 6%; with 50% employer match about $129,738 at 4% or $86,492 at 6%; with 100% employer match about $97,303 at 4% or $64,869 at 6%.
201517$411,694$58,891$8,413iApproximate average salary by contribution assumption: employee only about $210,325 at 4% or $140,217 at 6%; with 50% employer match about $140,217 at 4% or $93,478 at 6%; with 100% employer match about $105,163 at 4% or $70,108 at 6%.
Lozano and Company 401(K) Plan-7$411,694$58,891$8,413iApproximate average salary by contribution assumption: employee only about $210,325 at 4% or $140,217 at 6%; with 50% employer match about $140,217 at 4% or $93,478 at 6%; with 100% employer match about $105,163 at 4% or $70,108 at 6%.
201415$364,776$57,533$11,507iApproximate average salary by contribution assumption: employee only about $287,665 at 4% or $191,777 at 6%; with 50% employer match about $191,777 at 4% or $127,851 at 6%; with 100% employer match about $143,833 at 4% or $95,888 at 6%.
Lozano and Company 401(K) Plan-5$364,776$57,533$11,507iApproximate average salary by contribution assumption: employee only about $287,665 at 4% or $191,777 at 6%; with 50% employer match about $191,777 at 4% or $127,851 at 6%; with 100% employer match about $143,833 at 4% or $95,888 at 6%.
201315$298,471$61,106$12,221iApproximate average salary by contribution assumption: employee only about $305,530 at 4% or $203,687 at 6%; with 50% employer match about $203,687 at 4% or $135,791 at 6%; with 100% employer match about $152,765 at 4% or $101,843 at 6%.
Lozano and Company 401(K) Plan-5$298,471$61,106$12,221iApproximate average salary by contribution assumption: employee only about $305,530 at 4% or $203,687 at 6%; with 50% employer match about $203,687 at 4% or $135,791 at 6%; with 100% employer match about $152,765 at 4% or $101,843 at 6%.
201214$211,802$59,421$14,855iApproximate average salary by contribution assumption: employee only about $371,381 at 4% or $247,588 at 6%; with 50% employer match about $247,588 at 4% or $165,058 at 6%; with 100% employer match about $185,691 at 4% or $123,794 at 6%.
Lozano and Company 401(K) Plan-4$211,802$59,421$14,855iApproximate average salary by contribution assumption: employee only about $371,381 at 4% or $247,588 at 6%; with 50% employer match about $247,588 at 4% or $165,058 at 6%; with 100% employer match about $185,691 at 4% or $123,794 at 6%.
201115$342,248$12,792$2,558iApproximate average salary by contribution assumption: employee only about $63,960 at 4% or $42,640 at 6%; with 50% employer match about $42,640 at 4% or $28,427 at 6%; with 100% employer match about $31,980 at 4% or $21,320 at 6%.
Lozano and Company 401(K) Plan-5$342,248$12,792$2,558iApproximate average salary by contribution assumption: employee only about $63,960 at 4% or $42,640 at 6%; with 50% employer match about $42,640 at 4% or $28,427 at 6%; with 100% employer match about $31,980 at 4% or $21,320 at 6%.
201016$344,393$23,578$3,930iApproximate average salary by contribution assumption: employee only about $98,242 at 4% or $65,494 at 6%; with 50% employer match about $65,494 at 4% or $43,663 at 6%; with 100% employer match about $49,121 at 4% or $32,747 at 6%.
Lozano and Company 401(K) Plan-6$344,393$23,578$3,930iApproximate average salary by contribution assumption: employee only about $98,242 at 4% or $65,494 at 6%; with 50% employer match about $65,494 at 4% or $43,663 at 6%; with 100% employer match about $49,121 at 4% or $32,747 at 6%.
200917$296,336$63,333$9,048iApproximate average salary by contribution assumption: employee only about $226,189 at 4% or $150,793 at 6%; with 50% employer match about $150,793 at 4% or $100,529 at 6%; with 100% employer match about $113,095 at 4% or $75,396 at 6%.
Lozano and Company 401(K) Plan-7$296,336$63,333$9,048iApproximate average salary by contribution assumption: employee only about $226,189 at 4% or $150,793 at 6%; with 50% employer match about $150,793 at 4% or $100,529 at 6%; with 100% employer match about $113,095 at 4% or $75,396 at 6%.
200816$167,201$165,514$27,586iApproximate average salary by contribution assumption: employee only about $689,642 at 4% or $459,761 at 6%; with 50% employer match about $459,761 at 4% or $306,507 at 6%; with 100% employer match about $344,821 at 4% or $229,881 at 6%.
Lozano and Company 401(K) Plan-6$167,201$165,514$27,586iApproximate average salary by contribution assumption: employee only about $689,642 at 4% or $459,761 at 6%; with 50% employer match about $459,761 at 4% or $306,507 at 6%; with 100% employer match about $344,821 at 4% or $229,881 at 6%.