How big is Lozano CPA PC's plan?

Lozano CPA PC's plan reported $261K in assets and 6 participants for 2024.

Original filing (PDF)20250820115038NAL0001591395001

Lozano CPA PC

Name: Lozano CPA PC — Lozano CPA PC 401(k) Profit Sharing, Form 5500 (2024)
Creator: Lozano CPA PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lozano CPA PC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Lozano CPA PC's Lozano CPA PC 401(k) Profit Sharing Plan and Trust held $261K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$261K

Net assets (EOY)

$261K

People on this filing

RENE Lozano signed Lozano CPA PC's 2024 Form 5500 as plan administrator.

RENE Lozano — 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

Lozano CPA PC's EIN is 46-1879947.

EIN 46-1879947

Plan number 001

Plan year 2024

ACK ID 20250820115038NAL0001591395001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Lozano CPA PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Knocking points off