· 2022–2024 · DOL EFAST2

Nikola Lozanov MD — Nikola Lozanov 401(k) Plan, Form 5500 (2024)

Original filing (PDF)20250811155407NAL0021130914001

Nikola Lozanov MD

Form 5500-SF

FILING_RECEIVED

Nikola Lozanov 401(k) Plan

401(k) retirement plan · Nikola Lozanov MD's Nikola Lozanov 401(k) Plan held $1.3M in plan assets for 3 participants in 2024.

Active participants

3

Accounts w/ balance

3

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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

75

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NIKOLA LOZANOV MD.

Plan sponsor

Name

NIKOLA LOZANOV MD

EIN

26-0162148all filings

Address

108 LYNCH CREEK WAY · PETALUMA, CA · 94954

Phone

(707) 782-1244

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-11

Pension benefit codes

2A · Age/service weighted or new comparability

2F · ERISA section 404(c)

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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