Original filing (PDF)20250813070510NAL0004735811001

LOTANE & ASSOCIATES, P.A.

Name: LOTANE & ASSOCIATES, P.A. — LOTANE & ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: LOTANE & ASSOCIATES, P.A.

Form 5500-SF

FILING_RECEIVED

LOTANE & ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LOTANE & ASSOCIATES, P.A..

Plan sponsor

Name

LOTANE & ASSOCIATES, P.A.

EIN

59-1873209

Address

1980 MICHIGAN AVENUE · COCOCA, FL · 32922

Phone

(321) 636-4861

Industry