Civic Intelligence

Lozes & Lozes

Plan context: Lozes & Lozes Profit Sharing Keogh Plan

EIN 72-0739582 • New Orleans, LA • 14 filings • 4 plans

410 S. Rampart StreetNew Orleans, LA 70112
Current Snapshot

Latest Year

2013

2013 Participants

5

2013 Assets

$2,219,239

2013 Contributions

$70,000

Historical Graphs

Total Assets Over Time

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

$2,219,239$1,109,620$0200520092012YearValue
$2,219,239Latest year 2012

Participants Over Time

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

950200020062012YearValue
5Latest 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
201310$0$0-
Lozes & Lozes Profit Sharing Keogh Plan-0$0--
201215$2,219,239$0-
Lozes & Lozes Profit Sharing Keogh Plan-5$2,219,239--
201114$1,988,714$0-
Lozes & Lozes Profit Sharing Keogh Plan-4$1,988,714--
201014$1,973,189$70,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
Lozes & Lozes Profit Sharing Keogh Plan-4$1,973,189$70,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
200915$1,741,534$80,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
Lozes & Lozes Profit Sharing Keogh Plan-5$1,741,534$80,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
200816$1,438,138$69,075$11,513iApproximate average salary by contribution assumption: employee only about $287,813 at 4% or $191,875 at 6%; with 50% employer match about $191,875 at 4% or $127,917 at 6%; with 100% employer match about $143,906 at 4% or $95,938 at 6%.
Lozes & Lozes Profit Sharing Keogh Plan-6$1,438,138$69,075$11,513iApproximate average salary by contribution assumption: employee only about $287,813 at 4% or $191,875 at 6%; with 50% employer match about $191,875 at 4% or $127,917 at 6%; with 100% employer match about $143,906 at 4% or $95,938 at 6%.
200717$0$0-
Lozes & Lozes Profit Sharing Keogh Plan-7---
200618$1,997,352$75,000$9,375iApproximate average salary by contribution assumption: employee only about $234,375 at 4% or $156,250 at 6%; with 50% employer match about $156,250 at 4% or $104,167 at 6%; with 100% employer match about $117,188 at 4% or $78,125 at 6%.
Lozes & Lozes Profit Sharing Keogh Plan-8$1,997,352$75,000$9,375iApproximate average salary by contribution assumption: employee only about $234,375 at 4% or $156,250 at 6%; with 50% employer match about $156,250 at 4% or $104,167 at 6%; with 100% employer match about $117,188 at 4% or $78,125 at 6%.
200517$1,703,210$55,000$7,857iApproximate average salary by contribution assumption: employee only about $196,429 at 4% or $130,952 at 6%; with 50% employer match about $130,952 at 4% or $87,302 at 6%; with 100% employer match about $98,214 at 4% or $65,476 at 6%.
Lozes & Lozes Profit Sharing Keogh Plan-7$1,703,210$55,000$7,857iApproximate average salary by contribution assumption: employee only about $196,429 at 4% or $130,952 at 6%; with 50% employer match about $130,952 at 4% or $87,302 at 6%; with 100% employer match about $98,214 at 4% or $65,476 at 6%.
200417$0$0-
Lozes & Lozes Profit Sharing Keogh Plan-7---
200318$0$0-
Lozes & Lozes Profit Sharing Keogh Plan-8---
200218$0$0-
Lozes & Lozes Profit Sharing Keogh Plan-8---
200117$0$0-
Lozes & Lozes Profit Sharing Keogh Plan-7---
200019$0$0-
Lozes & Lozes Profit Sharing Keogh Plan-9---
Lozes & Lozes | EIN 72-0739582 | 2013 Form 5500 Company Profile