Original filing (PDF)20250820115038NAL0001591395001

LOZANO CPA PC

Name: LOZANO CPA PC — LOZANO CPA PC 401K PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: LOZANO CPA PC

Form 5500-SF

FILING_RECEIVED

LOZANO CPA PC 401K PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$261K

Net assets (EOY)

$261K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (85th percentile).

Decision-maker contacts

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

Plan sponsor

Name

LOZANO CPA PC

EIN

46-1879947all filings

Address

1800 BERING DR · STE 740 · HOUSTON, TX · 77057

Phone

(832) 659-0879

Industry

CPA Offices· Professional & Technical Servicessee 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

2025-08-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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 CPA Offices plans

YAHARA CPAS WAUNAKEE LLC

YAHARA CPAS WAUNAKEE LLC 401(K) PLAN

$261K · 3 participants

EARLINE M. LA BUY, C.P.A.

EARLINE M. LA BUY, C.P.A. 401(K) PROFIT SHARING PLAN

$261K · 2 participants

NEW ERA CPAS LLP

NEW ERA CPAS LLP 401(K) PLAN

$262K · 7 participants

DAVIS & ASSOCIATES CPA, INC

DAVIS & ASSOCIATES, CPA 401(K) PLAN

$261K · 28 participants

CLIFTON, LIPFORD, HARDISON & PARKER, LLC

CLIFTON LIPFORD HARDISON & PARKER LLC PROFIT SHARING PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.