Civic Intelligence

Lozano Smith LLP

Plan context: Lozano Smith 401(K) Profit Sharing Plan

EIN 80-0874383 • 24 filings • 2 plans

Current Snapshot

Latest Year

2024

2024 Participants

203

2024 Assets

$47,435,760

2024 Contributions

$3,266,932

Historical Graphs

Total Assets Over Time

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

$47,435,760$23,717,880$0201220182024YearValue
$47,435,760Latest year 2024

Participants Over Time

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

2031020201220182024YearValue
203Latest 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
20242203$47,435,760$3,266,932$16,093iApproximate average salary by contribution assumption: employee only about $402,332 at 4% or $268,221 at 6%; with 50% employer match about $268,221 at 4% or $178,814 at 6%; with 100% employer match about $201,166 at 4% or $134,111 at 6%.
Lozano Smith 401(K) Profit Sharing Plan-203$47,435,760$3,266,932$16,093iApproximate average salary by contribution assumption: employee only about $402,332 at 4% or $268,221 at 6%; with 50% employer match about $268,221 at 4% or $178,814 at 6%; with 100% employer match about $201,166 at 4% or $134,111 at 6%.
Lozano Smith LLP Health and Welfare Plan-203---
20232182$41,420,706$2,711,538$14,899iApproximate average salary by contribution assumption: employee only about $372,464 at 4% or $248,309 at 6%; with 50% employer match about $248,309 at 4% or $165,540 at 6%; with 100% employer match about $186,232 at 4% or $124,155 at 6%.
Lozano Smith 401(K) Profit Sharing Plan-182$41,420,706$2,711,538$14,899iApproximate average salary by contribution assumption: employee only about $372,464 at 4% or $248,309 at 6%; with 50% employer match about $248,309 at 4% or $165,540 at 6%; with 100% employer match about $186,232 at 4% or $124,155 at 6%.
Lozano Smith LLP Health and Welfare Plan-182---
20222176$36,509,000$2,169,573$12,327iApproximate average salary by contribution assumption: employee only about $308,178 at 4% or $205,452 at 6%; with 50% employer match about $205,452 at 4% or $136,968 at 6%; with 100% employer match about $154,089 at 4% or $102,726 at 6%.
Lozano Smith 401(K) Profit Sharing Plan-176$36,509,000$2,169,573$12,327iApproximate average salary by contribution assumption: employee only about $308,178 at 4% or $205,452 at 6%; with 50% employer match about $205,452 at 4% or $136,968 at 6%; with 100% employer match about $154,089 at 4% or $102,726 at 6%.
Lozano Smith LLP Health and Welfare Plan-175---
20212177$42,756,281$2,192,378$12,386iApproximate average salary by contribution assumption: employee only about $309,658 at 4% or $206,439 at 6%; with 50% employer match about $206,439 at 4% or $137,626 at 6%; with 100% employer match about $154,829 at 4% or $103,219 at 6%.
Lozano Smith 401(K) Profit Sharing Plan-170$42,756,281$2,192,378$12,896iApproximate average salary by contribution assumption: employee only about $322,409 at 4% or $214,939 at 6%; with 50% employer match about $214,939 at 4% or $143,293 at 6%; with 100% employer match about $161,204 at 4% or $107,470 at 6%.
Lozano Smith LLP Health and Welfare Plan-177---
20202190$35,567,295$1,830,212$9,633iApproximate average salary by contribution assumption: employee only about $240,817 at 4% or $160,545 at 6%; with 50% employer match about $160,545 at 4% or $107,030 at 6%; with 100% employer match about $120,409 at 4% or $80,272 at 6%.
Lozano Smith 401(K) Profit Sharing Plan-190$35,567,295$1,830,212$9,633iApproximate average salary by contribution assumption: employee only about $240,817 at 4% or $160,545 at 6%; with 50% employer match about $160,545 at 4% or $107,030 at 6%; with 100% employer match about $120,409 at 4% or $80,272 at 6%.
Lozano Smith LLP Health and Welfare Plan-173---
20192166$31,052,925$1,611,629$9,709iApproximate average salary by contribution assumption: employee only about $242,715 at 4% or $161,810 at 6%; with 50% employer match about $161,810 at 4% or $107,873 at 6%; with 100% employer match about $121,358 at 4% or $80,905 at 6%.
Lozano Smith 401(K) Profit Sharing Plan-166$31,052,925$1,611,629$9,709iApproximate average salary by contribution assumption: employee only about $242,715 at 4% or $161,810 at 6%; with 50% employer match about $161,810 at 4% or $107,873 at 6%; with 100% employer match about $121,358 at 4% or $80,905 at 6%.
Lozano Smith LLP Health and Welfare Plan-161---
20182149$25,625,244$1,901,061$12,759iApproximate average salary by contribution assumption: employee only about $318,970 at 4% or $212,647 at 6%; with 50% employer match about $212,647 at 4% or $141,764 at 6%; with 100% employer match about $159,485 at 4% or $106,323 at 6%.
Lozano Smith 401(K) Profit Sharing Plan-149$25,625,244$1,901,061$12,759iApproximate average salary by contribution assumption: employee only about $318,970 at 4% or $212,647 at 6%; with 50% employer match about $212,647 at 4% or $141,764 at 6%; with 100% employer match about $159,485 at 4% or $106,323 at 6%.
Lozano Smith LLP Health and Welfare Plan-149---
20172145$25,558,309$1,495,942$10,317iApproximate average salary by contribution assumption: employee only about $257,921 at 4% or $171,947 at 6%; with 50% employer match about $171,947 at 4% or $114,632 at 6%; with 100% employer match about $128,961 at 4% or $85,974 at 6%.
Lozano Smith 401(K) Profit Sharing Plan-145$25,558,309$1,495,942$10,317iApproximate average salary by contribution assumption: employee only about $257,921 at 4% or $171,947 at 6%; with 50% employer match about $171,947 at 4% or $114,632 at 6%; with 100% employer match about $128,961 at 4% or $85,974 at 6%.
Lozano Smith LLP Health and Welfare Plan-119---
20162136$21,857,204$1,573,609$11,571iApproximate average salary by contribution assumption: employee only about $289,266 at 4% or $192,844 at 6%; with 50% employer match about $192,844 at 4% or $128,563 at 6%; with 100% employer match about $144,633 at 4% or $96,422 at 6%.
Lozano Smith 401(K) Profit Sharing Plan-136$21,857,204$1,573,609$11,571iApproximate average salary by contribution assumption: employee only about $289,266 at 4% or $192,844 at 6%; with 50% employer match about $192,844 at 4% or $128,563 at 6%; with 100% employer match about $144,633 at 4% or $96,422 at 6%.
Lozano Smith LLP Health and Welfare Plan-129---
20152121$19,082,559$1,085,251$8,969iApproximate average salary by contribution assumption: employee only about $224,225 at 4% or $149,484 at 6%; with 50% employer match about $149,484 at 4% or $99,656 at 6%; with 100% employer match about $112,113 at 4% or $74,742 at 6%.
Lozano Smith 401(K) Profit Sharing Plan-104$19,082,559$1,085,251$10,435iApproximate average salary by contribution assumption: employee only about $260,878 at 4% or $173,918 at 6%; with 50% employer match about $173,918 at 4% or $115,946 at 6%; with 100% employer match about $130,439 at 4% or $86,959 at 6%.
Lozano Smith LLP Health and Welfare Plan-121---
20142116$19,101,844$1,149,151$9,906iApproximate average salary by contribution assumption: employee only about $247,662 at 4% or $165,108 at 6%; with 50% employer match about $165,108 at 4% or $110,072 at 6%; with 100% employer match about $123,831 at 4% or $82,554 at 6%.
Lozano Smith 401(K) Profit Sharing Plan-104$19,101,844$1,149,151$11,050iApproximate average salary by contribution assumption: employee only about $276,238 at 4% or $184,159 at 6%; with 50% employer match about $184,159 at 4% or $122,773 at 6%; with 100% employer match about $138,119 at 4% or $92,079 at 6%.
Lozano Smith LLP Health and Welfare Plan-116---
2013190$17,253,111$1,135,036$12,612iApproximate average salary by contribution assumption: employee only about $315,288 at 4% or $210,192 at 6%; with 50% employer match about $210,192 at 4% or $140,128 at 6%; with 100% employer match about $157,644 at 4% or $105,096 at 6%.
Lozano Smith 401(K) Profit Sharing Plan-90$17,253,111$1,135,036$12,612iApproximate average salary by contribution assumption: employee only about $315,288 at 4% or $210,192 at 6%; with 50% employer match about $210,192 at 4% or $140,128 at 6%; with 100% employer match about $157,644 at 4% or $105,096 at 6%.
2012184$13,908,361$1,004,885$11,963iApproximate average salary by contribution assumption: employee only about $299,073 at 4% or $199,382 at 6%; with 50% employer match about $199,382 at 4% or $132,921 at 6%; with 100% employer match about $149,536 at 4% or $99,691 at 6%.
Lozano Smith 401(K) Profit Sharing Plan-84$13,908,361$1,004,885$11,963iApproximate average salary by contribution assumption: employee only about $299,073 at 4% or $199,382 at 6%; with 50% employer match about $199,382 at 4% or $132,921 at 6%; with 100% employer match about $149,536 at 4% or $99,691 at 6%.
Lozano Smith LLP | EIN 80-0874383 | 2024 Form 5500 Company Profile