· 2022–2024 · DOL EFAST2

LOZITO MEDICAL ASSOCIATES, P.A. — LOZITO MEDICAL ASSOCIATES, P.A. 401(K) PLAN, Form 5500 (2024)

Original filing (PDF)20250813113125NAL0004850035001

LOZITO MEDICAL ASSOCIATES, P.A.

Form 5500-SF

FILING_RECEIVED

LOZITO MEDICAL ASSOCIATES, P.A. 401(K) PLAN

401(k) retirement plan

Active participants

14

Accounts w/ balance

4

Plan assets (EOY)

$141K

Net assets (EOY)

$141K

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

49

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th 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 LOZITO MEDICAL ASSOCIATES, P.A..

Plan sponsor

Name

LOZITO MEDICAL ASSOCIATES, P.A.

EIN

56-2347297all filings

Address

484 LAFAYETTE AVE · HAWTHORNE, NJ · 07506

Phone

(973) 423-4770

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-13

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

ELLE OBGYN 401(K) PLAN

$141K · 11 participants

NICOLE M SCALLY, M.D., P.A. DBA NORTHWEST ARKANSAS FAMILY MEDICINE AND

NICOLE M SCALLY MD PA 401(K) PLAN

$141K · 10 participants

MIGUEL ANGEL UNZUETA INC

MIGUEL ANGEL UNZUETA INC 401K PLAN

$141K · 2 participants

YOUNG LIFE ENTERPRISE, LLC

YOUNG LIFE ENTERPRISE 401(K) PLAN

$141K · 5 participants

KID SMILES PEDIATRIC DENTISTRY PC

KID SMILES PEDIATRIC DENTISTRY PC 401(K) PROFIT SHARING PLAN

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