Original filing (PDF)20251006200152NAL0004145233001

LOZ DOCKS, LLC

Name: LOZ DOCKS, LLC — LOZ DOCKS, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: LOZ DOCKS, LLC

Form 5500-SF

FILING_RECEIVED

LOZ DOCKS, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$59K

Net assets (EOY)

$59K

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LOZ DOCKS, LLC.

Plan sponsor

Name

LOZ DOCKS, LLC

EIN

38-4106229all filings

Address

3797 OSAGE BEACH PKWY BOX F-2 · OSAGE BEACH, MO · 65065

Phone

(573) 348-2334

Industry

Manufacturingsee all

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

2025-10-06

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Manufacturing plans

STERLING DRY BULK LLC

$59K · 17 participants

SPECIALTY STAINLESS STEEL FABRIC

SPECIALTY STAINLESS STEEL FABRICATION LLC 401(K) PROFIT S

$59K · 3 participants

MISTER SPRINKLER LLC

MISTER SPRINKLER LLC - 401(K) PLAN

$59K · 5 participants

DALRADA FINANCIAL CORPORATION

TRUCEPT SYNERGY 401(K) PLAN

$60K

BARTOLO CREATIVE INCORPORATED

BARTOLO CREATIVE INCORPORATED RETIREMENT PLAN

$60K · 1 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.