How big is Lottis & Associates PC's plan?

Lottis & Associates PC's plan reported $23K in assets and 7 participants for 2024.

Original filing (PDF)20250611065218NAL0015708353001

Lottis & Associates PC

Name: Lottis & Associates PC — Lottis & Associates PC, Form 5500 (2024)
Creator: Lottis & Associates PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lottis & Associates PC 401(k) Plan

401(k) retirement plan · Lottis & Associates PC's Lottis & Associates PC 401(k) Plan held $23K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$23K

Net assets (EOY)

$23K

People on this filing

Shirley Horner signed Lottis & Associates PC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Lottis & Associates PC's EIN is 82-5212536.

EIN 82-5212536

Plan number 001

Plan year 2024

ACK ID 20250611065218NAL0015708353001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Lottis & Associates PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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

Helping the score