Civic Intelligence

Lozano Smith

Plan context: Lozano Smith 401K Profit Sharing Plan

EIN 77-0167183 • 19 filings • 3 plans

Current Snapshot

Latest Year

2011

2011 Participants

92

2011 Assets

$12,244,278

2011 Contributions

$1,151,141

Historical Graphs

Total Assets Over Time

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

$12,244,278$6,122,139$0199920062011YearValue
$12,244,278Latest year 2011

Participants Over Time

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

158790199920052011YearValue
92Latest year 2011

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
2011192$12,244,278$1,151,141$12,512iApproximate average salary by contribution assumption: employee only about $312,810 at 4% or $208,540 at 6%; with 50% employer match about $208,540 at 4% or $139,027 at 6%; with 100% employer match about $156,405 at 4% or $104,270 at 6%.
Lozano Smith 401K Profit Sharing Plan-92$12,244,278$1,151,141$12,512iApproximate average salary by contribution assumption: employee only about $312,810 at 4% or $208,540 at 6%; with 50% employer match about $208,540 at 4% or $139,027 at 6%; with 100% employer match about $156,405 at 4% or $104,270 at 6%.
2010185$11,617,761$916,536$10,783iApproximate average salary by contribution assumption: employee only about $269,569 at 4% or $179,713 at 6%; with 50% employer match about $179,713 at 4% or $119,809 at 6%; with 100% employer match about $134,785 at 4% or $89,856 at 6%.
Lozano Smith 401K Profit Sharing Plan-85$11,617,761$916,536$10,783iApproximate average salary by contribution assumption: employee only about $269,569 at 4% or $179,713 at 6%; with 50% employer match about $179,713 at 4% or $119,809 at 6%; with 100% employer match about $134,785 at 4% or $89,856 at 6%.
2009178$10,432,732$1,359,038$17,424iApproximate average salary by contribution assumption: employee only about $435,589 at 4% or $290,393 at 6%; with 50% employer match about $290,393 at 4% or $193,595 at 6%; with 100% employer match about $217,795 at 4% or $145,196 at 6%.
Lozano Smith 401K Profit Sharing Plan-78$10,432,732$1,359,038$17,424iApproximate average salary by contribution assumption: employee only about $435,589 at 4% or $290,393 at 6%; with 50% employer match about $290,393 at 4% or $193,595 at 6%; with 100% employer match about $217,795 at 4% or $145,196 at 6%.
2008169$7,361,534$667,208$9,670iApproximate average salary by contribution assumption: employee only about $241,742 at 4% or $161,161 at 6%; with 50% employer match about $161,161 at 4% or $107,441 at 6%; with 100% employer match about $120,871 at 4% or $80,581 at 6%.
Lozano Smith 401K Profit Sharing Plan-69$7,361,534$667,208$9,670iApproximate average salary by contribution assumption: employee only about $241,742 at 4% or $161,161 at 6%; with 50% employer match about $161,161 at 4% or $107,441 at 6%; with 100% employer match about $120,871 at 4% or $80,581 at 6%.
2007288$10,311,655$1,012,934$11,511iApproximate average salary by contribution assumption: employee only about $287,765 at 4% or $191,844 at 6%; with 50% employer match about $191,844 at 4% or $127,896 at 6%; with 100% employer match about $143,883 at 4% or $95,922 at 6%.
Lozano Smith 401K Profit Sharing Plan-75$10,311,655$1,012,934$13,506iApproximate average salary by contribution assumption: employee only about $337,645 at 4% or $225,096 at 6%; with 50% employer match about $225,096 at 4% or $150,064 at 6%; with 100% employer match about $168,822 at 4% or $112,548 at 6%.
LOZANO SMITH HEALTH PLAN-88---
20062158$11,283,155$916,626$5,801iApproximate average salary by contribution assumption: employee only about $145,036 at 4% or $96,691 at 6%; with 50% employer match about $96,691 at 4% or $64,460 at 6%; with 100% employer match about $72,518 at 4% or $48,345 at 6%.
Lozano Smith 401K Profit Sharing Plan-72$11,283,155$916,626$12,731iApproximate average salary by contribution assumption: employee only about $318,273 at 4% or $212,182 at 6%; with 50% employer match about $212,182 at 4% or $141,455 at 6%; with 100% employer match about $159,136 at 4% or $106,091 at 6%.
LOZANO SMITH HEALTH PLAN-158---
20052150$9,819,511$1,493,166$9,954iApproximate average salary by contribution assumption: employee only about $248,861 at 4% or $165,907 at 6%; with 50% employer match about $165,907 at 4% or $110,605 at 6%; with 100% employer match about $124,431 at 4% or $82,954 at 6%.
Lozano Smith 401K Profit Sharing Plan-112$9,819,511$1,493,166$13,332iApproximate average salary by contribution assumption: employee only about $333,296 at 4% or $222,197 at 6%; with 50% employer match about $222,197 at 4% or $148,132 at 6%; with 100% employer match about $166,648 at 4% or $111,099 at 6%.
LOZANO SMITH HEALTH PLAN-150---
20042133$7,841,796$1,506,652$11,328iApproximate average salary by contribution assumption: employee only about $283,205 at 4% or $188,804 at 6%; with 50% employer match about $188,804 at 4% or $125,869 at 6%; with 100% employer match about $141,603 at 4% or $94,402 at 6%.
Lozano Smith 401K Profit Sharing Plan-106$7,841,796$1,506,652$14,214iApproximate average salary by contribution assumption: employee only about $355,342 at 4% or $236,895 at 6%; with 50% employer match about $236,895 at 4% or $157,930 at 6%; with 100% employer match about $177,671 at 4% or $118,447 at 6%.
LOZANO SMITH HEALTH PLAN-133---
20032140$5,588,012$1,042,905$7,449iApproximate average salary by contribution assumption: employee only about $186,233 at 4% or $124,155 at 6%; with 50% employer match about $124,155 at 4% or $82,770 at 6%; with 100% employer match about $93,117 at 4% or $62,078 at 6%.
Lozano Smith 401K Profit Sharing Plan-100$5,588,012$1,042,905$10,429iApproximate average salary by contribution assumption: employee only about $260,726 at 4% or $173,818 at 6%; with 50% employer match about $173,818 at 4% or $115,878 at 6%; with 100% employer match about $130,363 at 4% or $86,909 at 6%.
LOZANO SMITH HEALTH PLAN-140---
20022126$3,747,461$797,015$6,326iApproximate average salary by contribution assumption: employee only about $158,138 at 4% or $105,425 at 6%; with 50% employer match about $105,425 at 4% or $70,284 at 6%; with 100% employer match about $79,069 at 4% or $52,713 at 6%.
Lozano Smith 401K Profit Sharing Plan-75$3,747,461$797,015$10,627iApproximate average salary by contribution assumption: employee only about $265,672 at 4% or $177,114 at 6%; with 50% employer match about $177,114 at 4% or $118,076 at 6%; with 100% employer match about $132,836 at 4% or $88,557 at 6%.
LOZANO SMITH HEALTH PLAN-126---
2001166$0$0-
Lozano Smith 401K Profit Sharing Plan-66---
2000157$3,602,048$599,985$10,526iApproximate average salary by contribution assumption: employee only about $263,151 at 4% or $175,434 at 6%; with 50% employer match about $175,434 at 4% or $116,956 at 6%; with 100% employer match about $131,576 at 4% or $87,717 at 6%.
Lozano Smith 401K Profit Sharing Plan-57$3,602,048$599,985$10,526iApproximate average salary by contribution assumption: employee only about $263,151 at 4% or $175,434 at 6%; with 50% employer match about $175,434 at 4% or $116,956 at 6%; with 100% employer match about $131,576 at 4% or $87,717 at 6%.
1999146$3,911,430$433,726$9,429iApproximate average salary by contribution assumption: employee only about $235,721 at 4% or $157,147 at 6%; with 50% employer match about $157,147 at 4% or $104,765 at 6%; with 100% employer match about $117,860 at 4% or $78,574 at 6%.
Lozano Smith 401K Profit Sharing Plan-46$3,911,430$433,726$9,429iApproximate average salary by contribution assumption: employee only about $235,721 at 4% or $157,147 at 6%; with 50% employer match about $157,147 at 4% or $104,765 at 6%; with 100% employer match about $117,860 at 4% or $78,574 at 6%.