How big is Michael Lozman DDS PC's plan?

Michael Lozman DDS PC's plan reported $137K in assets and 11 participants for 2024.

Original filing (PDF)20251014092121NAL0002491617001

Michael Lozman DDS PC

Name: Michael Lozman DDS PC — Michael Lozman DDS PC Profit, Form 5500 (2024)
Creator: Michael Lozman DDS PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Michael Lozman DDS PC Profit Sharing Plan

Defined-contribution retirement plan · Michael Lozman DDS PC's Michael Lozman DDS PC Profit Sharing Plan held $137K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$137K

Net assets (EOY)

$137K

People on this filing

Robin Lozman-Anderson signed Michael Lozman DDS PC's 2024 Form 5500 as plan administrator.

Robin Lozman-Anderson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Michael Lozman DDS PC's EIN is 14-1602287.

EIN 14-1602287

Plan number 001

Plan year 2024

ACK ID 20251014092121NAL0002491617001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Michael Lozman DDS PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Michael Lozman DDS PC's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MICHAEL LOZMAN DDS PC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score