Civic Intelligence

Jose M. Lozano, M.D., P.A.

Plan context: Jose M. Lozano, M.D., P.A. Profit Sharing Plan

EIN 74-2675897 • Premont, TX • 27 filings • 3 plans

P.O. Box 549Premont, TX 78375
Current Snapshot

Latest Year

2022

2022 Participants

8

2022 Assets

$520,591

2022 Contributions

$39,716

Historical Graphs

Total Assets Over Time

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

$520,591$260,296$0199920112021YearValue
$520,591Latest year 2021

Participants Over Time

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

1470199920102021YearValue
8Latest year 2021

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
202220$0$0-
Jose M. Lozano, M.D., P.A. Profit Sharing Plan-0$0--
Jose M. Lozano, M.D., P.A. Profit Sharing Plan-0$0--
202138$520,591$39,716$4,965iApproximate average salary by contribution assumption: employee only about $124,113 at 4% or $82,742 at 6%; with 50% employer match about $82,742 at 4% or $55,161 at 6%; with 100% employer match about $62,056 at 4% or $41,371 at 6%.
Jose M. Lozano, M.D., P.A. Profit Sharing Plan-8$520,591$39,716$4,965iApproximate average salary by contribution assumption: employee only about $124,113 at 4% or $82,742 at 6%; with 50% employer match about $82,742 at 4% or $55,161 at 6%; with 100% employer match about $62,056 at 4% or $41,371 at 6%.
Jose M. Lozano, M.D., P.A. Profit Sharing Plan-0$0--
Jose M. Lozano, M.D., P.A. Profit Sharing Plan-0$0--
2020110$455,948$50,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Jose M. Lozano, M.D., P.A. Profit Sharing Plan-10$455,948$50,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
201919$384,279$30,000$3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%.
Jose M. Lozano, M.D., P.A. Profit Sharing Plan-9$384,279$30,000$3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%.
201818$332,533$0-
Jose M. Lozano, M.D., P.A. Profit Sharing Plan-8$332,533--
201719$340,386$0-
Jose M. Lozano, M.D., P.A. Profit Sharing Plan-9$340,386--
201619$326,225$0-
Jose M. Lozano, M.D., P.A. Profit Sharing Plan-9$326,225$0-
2015114$349,147$30,000$2,143iApproximate average salary by contribution assumption: employee only about $53,571 at 4% or $35,714 at 6%; with 50% employer match about $35,714 at 4% or $23,810 at 6%; with 100% employer match about $26,786 at 4% or $17,857 at 6%.
Jose M. Lozano, M.D., P.A. Profit Sharing Plan-14$349,147$30,000$2,143iApproximate average salary by contribution assumption: employee only about $53,571 at 4% or $35,714 at 6%; with 50% employer match about $35,714 at 4% or $23,810 at 6%; with 100% employer match about $26,786 at 4% or $17,857 at 6%.
2014112$320,317$30,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
Jose M. Lozano, M.D., P.A. Profit Sharing Plan-12$320,317$30,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
2013111$284,562$17,281$1,571iApproximate average salary by contribution assumption: employee only about $39,275 at 4% or $26,183 at 6%; with 50% employer match about $26,183 at 4% or $17,456 at 6%; with 100% employer match about $19,638 at 4% or $13,092 at 6%.
Jose M. Lozano, M.D., P.A. Profit Sharing Plan-11$284,562$17,281$1,571iApproximate average salary by contribution assumption: employee only about $39,275 at 4% or $26,183 at 6%; with 50% employer match about $26,183 at 4% or $17,456 at 6%; with 100% employer match about $19,638 at 4% or $13,092 at 6%.
2012112$278,310$0-
Jose M. Lozano, M.D., P.A. Profit Sharing Plan-12$278,310--
2011112$272,712$10,000$833iApproximate average salary by contribution assumption: employee only about $20,833 at 4% or $13,889 at 6%; with 50% employer match about $13,889 at 4% or $9,259 at 6%; with 100% employer match about $10,417 at 4% or $6,944 at 6%.
Jose M. Lozano, M.D., P.A. Profit Sharing Plan-12$272,712$10,000$833iApproximate average salary by contribution assumption: employee only about $20,833 at 4% or $13,889 at 6%; with 50% employer match about $13,889 at 4% or $9,259 at 6%; with 100% employer match about $10,417 at 4% or $6,944 at 6%.
2010112$264,035$0-
Jose M. Lozano, M.D., P.A. Profit Sharing Plan-12$264,035--
2009112$259,276$0-
Jose M. Lozano, M.D., P.A. Profit Sharing Plan-12$259,276--
2008112$246,999$0-
Jose M. Lozano, M.D., P.A. Profit Sharing Plan-12$246,999--
200718$0$0-
Jose M. Lozano, M.D., P.A. Profit Sharing Plan-8---
200617$260,696$0-
Jose M. Lozano, M.D., P.A. Profit Sharing Plan-7$260,696--
200517$251,307$30,000$4,286iApproximate average salary by contribution assumption: employee only about $107,143 at 4% or $71,429 at 6%; with 50% employer match about $71,429 at 4% or $47,619 at 6%; with 100% employer match about $53,571 at 4% or $35,714 at 6%.
Jose M. Lozano, M.D., P.A. Profit Sharing Plan-7$251,307$30,000$4,286iApproximate average salary by contribution assumption: employee only about $107,143 at 4% or $71,429 at 6%; with 50% employer match about $71,429 at 4% or $47,619 at 6%; with 100% employer match about $53,571 at 4% or $35,714 at 6%.
200418$230,615$30,000$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
Jose M. Lozano, M.D., P.A. Profit Sharing Plan-8$230,615$30,000$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
200318$194,562$20,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
Jose M. Lozano, M.D., P.A. Profit Sharing Plan-8$194,562$20,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
200218$172,723$26,802$3,350iApproximate average salary by contribution assumption: employee only about $83,756 at 4% or $55,838 at 6%; with 50% employer match about $55,838 at 4% or $37,225 at 6%; with 100% employer match about $41,878 at 4% or $27,919 at 6%.
Jose M. Lozano, M.D., P.A. Profit Sharing Plan-8$172,723$26,802$3,350iApproximate average salary by contribution assumption: employee only about $83,756 at 4% or $55,838 at 6%; with 50% employer match about $55,838 at 4% or $37,225 at 6%; with 100% employer match about $41,878 at 4% or $27,919 at 6%.
2001110$0$0-
Jose M. Lozano, M.D., P.A. Profit Sharing Plan-10---
200019$132,470$35,800$3,978iApproximate average salary by contribution assumption: employee only about $99,444 at 4% or $66,296 at 6%; with 50% employer match about $66,296 at 4% or $44,198 at 6%; with 100% employer match about $49,722 at 4% or $33,148 at 6%.
Jose M. Lozano, M.D., P.A. Profit Sharing Plan-9$132,470$35,800$3,978iApproximate average salary by contribution assumption: employee only about $99,444 at 4% or $66,296 at 6%; with 50% employer match about $66,296 at 4% or $44,198 at 6%; with 100% employer match about $49,722 at 4% or $33,148 at 6%.
199918$111,330$30,000$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
Jose M. Lozano, M.D., P.A. Profit Sharing Plan-8$111,330$30,000$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.