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LOZANO SMITH 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameLOZANO SMITH 401(K) PROFIT SHARING PLAN
Plan identification number 001

LOZANO SMITH 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LOZANO SMITH LLP has sponsored the creation of one or more 401k plans.

Company Name:LOZANO SMITH LLP
Employer identification number (EIN):800874383
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOZANO SMITH 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01ANDREW GARCIA
0012023-01-01
0012023-01-01ANDREW GARCIA
0012022-01-01
0012022-01-01ANDREW GARCIA
0012021-01-01
0012021-01-01ANDREW GARCIA
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ANDREW GARCIA
0012016-01-01ANDY GARCIA ANDY GARCIA2017-10-13
0012015-01-01ANDY GARCIA ANDY GARCIA2016-10-11
0012014-01-01ANDY GARCIA ANDY GARCIA2015-10-12
0012013-01-01ANDY GARCIA ANDY GARCIA2014-10-07
0012012-01-01ANDY GARCIA ANDY GARCIA2013-10-14

Plan Statistics for LOZANO SMITH 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for LOZANO SMITH 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: LOZANO SMITH 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01253
Total number of active participants reported on line 7a of the Form 55002023-01-01182
Number of retired or separated participants receiving benefits2023-01-013
Number of other retired or separated participants entitled to future benefits2023-01-0162
Total of all active and inactive participants2023-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01247
Number of participants with account balances2023-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0121
2022: LOZANO SMITH 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01239
Total number of active participants reported on line 7a of the Form 55002022-01-01176
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0171
Total of all active and inactive participants2022-01-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01249
Number of participants with account balances2022-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0129
2021: LOZANO SMITH 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01248
Total number of active participants reported on line 7a of the Form 55002021-01-01170
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-0165
Total of all active and inactive participants2021-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01237
Number of participants with account balances2021-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0124
2020: LOZANO SMITH 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01220
Total number of active participants reported on line 7a of the Form 55002020-01-01190
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0154
Total of all active and inactive participants2020-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01246
Number of participants with account balances2020-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-018
2019: LOZANO SMITH 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01199
Total number of active participants reported on line 7a of the Form 55002019-01-01166
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0146
Total of all active and inactive participants2019-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01214
Number of participants with account balances2019-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0114
2018: LOZANO SMITH 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01184
Total number of active participants reported on line 7a of the Form 55002018-01-01149
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-0141
Total of all active and inactive participants2018-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01194
Number of participants with account balances2018-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0111
2017: LOZANO SMITH 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01169
Total number of active participants reported on line 7a of the Form 55002017-01-01145
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0132
Total of all active and inactive participants2017-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01178
Number of participants with account balances2017-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0111
2016: LOZANO SMITH 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01147
Total number of active participants reported on line 7a of the Form 55002016-01-01136
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0128
Total of all active and inactive participants2016-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01166
Number of participants with account balances2016-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-019
2015: LOZANO SMITH 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01131
Total number of active participants reported on line 7a of the Form 55002015-01-01104
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-0131
Total of all active and inactive participants2015-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01140
Number of participants with account balances2015-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: LOZANO SMITH 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01125
Total number of active participants reported on line 7a of the Form 55002014-01-01104
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0127
Total of all active and inactive participants2014-01-01131
Total participants2014-01-01131
Number of participants with account balances2014-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: LOZANO SMITH 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01119
Total number of active participants reported on line 7a of the Form 55002013-01-0190
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0134
Total of all active and inactive participants2013-01-01124
Total participants2013-01-01124
Number of participants with account balances2013-01-01119
2012: LOZANO SMITH 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01112
Total number of active participants reported on line 7a of the Form 55002012-01-0184
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0131
Total of all active and inactive participants2012-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01115
Number of participants with account balances2012-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017

Financial Data on LOZANO SMITH 401(K) PROFIT SHARING PLAN

Measure Date Value
2024 : LOZANO SMITH 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total unrealized appreciation/depreciation of assets2024-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2024-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2024-01-01$0
Total income from all sources (including contributions)2024-01-01$9,038,539
Total loss/gain on sale of assets2024-01-01$0
Total of all expenses incurred2024-01-01$3,023,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2024-01-01$3,013,487
Total contributions o plan (from employers,participants, others, non cash contrinutions)2024-01-01$3,266,932
Value of total assets at end of year2024-01-01$47,435,760
Value of total assets at beginning of year2024-01-01$41,420,706
Total of administrative expenses incurred including professional, contract, advisory and management fees2024-01-01$9,998
Total interest from all sources2024-01-01$13,279
Total dividends received (eg from common stock, registered investment company shares)2024-01-01$1,213,740
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2024-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2024-01-01$1,213,740
Was this plan covered by a fidelity bond2024-01-01Yes
Value of fidelity bond cover2024-01-01$500,000
If this is an individual account plan, was there a blackout period2024-01-01Yes
Were there any nonexempt tranactions with any party-in-interest2024-01-01No
Contributions received from participants2024-01-01$1,872,613
Participant contributions at end of year2024-01-01$318,642
Participant contributions at beginning of year2024-01-01$238,685
Assets. Other investments not covered elsewhere at end of year2024-01-01$11,905,833
Assets. Other investments not covered elsewhere at beginning of year2024-01-01$10,952,291
Income. Received or receivable in cash from other sources (including rollovers)2024-01-01$1,000,420
Other income not declared elsewhere2024-01-01$1,089,147
Total non interest bearing cash at end of year2024-01-01$44,553
Total non interest bearing cash at beginning of year2024-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2024-01-01No
Value of net income/loss2024-01-01$6,015,054
Value of net assets at end of year (total assets less liabilities)2024-01-01$47,435,760
Value of net assets at beginning of year (total assets less liabilities)2024-01-01$41,420,706
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2024-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2024-01-01No
Were any leases to which the plan was party in default or uncollectible2024-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2024-01-01$34,660,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2024-01-01$29,107,272
Interest on participant loans2024-01-01$13,279
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2024-01-01$506,002
Net investment gain/loss from registered investment companies (e.g. mutual funds)2024-01-01$3,455,441
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2024-01-01No
Was there a failure to transmit to the plan any participant contributions2024-01-01No
Has the plan failed to provide any benefit when due under the plan2024-01-01No
Contributions received in cash from employer2024-01-01$393,899
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2024-01-01$3,013,487
Contract administrator fees2024-01-01$5,494
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32024-01-01Yes
Did the plan have assets held for investment2024-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2024-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2024-01-01No
Opinion of an independent qualified public accountant for this plan2024-01-011
Accountancy firm name2024-01-01BAKER TILLY US, LLP
Accountancy firm EIN2024-01-01301413443
2023 : LOZANO SMITH 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$8,584,245
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$3,672,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$3,661,863
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$2,711,538
Value of total assets at end of year2023-12-31$41,420,706
Value of total assets at beginning of year2023-12-31$36,509,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$10,676
Total interest from all sources2023-12-31$11,550
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$1,001,845
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$1,001,845
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,700,539
Participant contributions at end of year2023-12-31$238,685
Participant contributions at beginning of year2023-12-31$294,607
Assets. Other investments not covered elsewhere at end of year2023-12-31$10,952,291
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$9,450,383
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$674,154
Other income not declared elsewhere2023-12-31$1,216,607
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$4,911,706
Value of net assets at end of year (total assets less liabilities)2023-12-31$41,420,706
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$36,509,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$29,107,272
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$26,225,833
Interest on participant loans2023-12-31$11,550
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$1,122,458
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$538,177
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$538,177
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$3,642,705
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$336,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$3,661,863
Contract administrator fees2023-12-31$6,267
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31MOSS ADAMS, LLP
Accountancy firm EIN2023-12-31910189318
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$8,584,245
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$3,672,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$3,661,863
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$2,711,538
Value of total assets at end of year2023-01-01$41,420,706
Value of total assets at beginning of year2023-01-01$36,509,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$10,676
Total interest from all sources2023-01-01$11,550
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$1,001,845
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$1,001,845
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$1,700,539
Participant contributions at end of year2023-01-01$238,685
Participant contributions at beginning of year2023-01-01$294,607
Assets. Other investments not covered elsewhere at end of year2023-01-01$10,952,291
Assets. Other investments not covered elsewhere at beginning of year2023-01-01$9,450,383
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$674,154
Other income not declared elsewhere2023-01-01$1,216,607
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$4,911,706
Value of net assets at end of year (total assets less liabilities)2023-01-01$41,420,706
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$36,509,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$29,107,272
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$26,225,833
Interest on participant loans2023-01-01$11,550
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$1,122,458
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$3,642,705
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$336,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$3,661,863
Contract administrator fees2023-01-01$6,267
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01MOSS ADAMS, LLP
Accountancy firm EIN2023-01-01910189318
2022 : LOZANO SMITH 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-3,524,700
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,722,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,712,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,169,573
Value of total assets at end of year2022-12-31$36,509,000
Value of total assets at beginning of year2022-12-31$42,756,281
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$10,281
Total interest from all sources2022-12-31$15,999
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,003,165
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,003,165
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,724,827
Participant contributions at end of year2022-12-31$294,607
Participant contributions at beginning of year2022-12-31$392,492
Assets. Other investments not covered elsewhere at end of year2022-12-31$9,450,383
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$10,570,281
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$72,402
Other income not declared elsewhere2022-12-31$-1,047,978
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,247,281
Value of net assets at end of year (total assets less liabilities)2022-12-31$36,509,000
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$42,756,281
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$26,225,833
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$31,241,288
Interest on participant loans2022-12-31$15,999
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$538,177
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$552,220
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$552,220
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,665,459
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$372,344
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,712,300
Contract administrator fees2022-12-31$10,281
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MOSS ADAMS, LLP
Accountancy firm EIN2022-12-31910189318
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-3,524,700
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$2,722,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$2,712,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$2,169,573
Value of total assets at end of year2022-01-01$36,509,000
Value of total assets at beginning of year2022-01-01$42,756,281
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$10,281
Total interest from all sources2022-01-01$15,999
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$1,003,165
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$1,003,165
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$1,724,827
Participant contributions at end of year2022-01-01$294,607
Participant contributions at beginning of year2022-01-01$392,492
Assets. Other investments not covered elsewhere at end of year2022-01-01$9,450,383
Assets. Other investments not covered elsewhere at beginning of year2022-01-01$10,570,281
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$72,402
Other income not declared elsewhere2022-01-01$-1,047,978
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-6,247,281
Value of net assets at end of year (total assets less liabilities)2022-01-01$36,509,000
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$42,756,281
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$26,225,833
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$31,241,288
Interest on participant loans2022-01-01$15,999
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$538,177
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-01$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-5,665,459
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$372,344
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$2,712,300
Contract administrator fees2022-01-01$10,281
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01MOSS ADAMS, LLP
Accountancy firm EIN2022-01-01910189318
2021 : LOZANO SMITH 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$8,217,428
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,028,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,017,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,192,378
Value of total assets at end of year2021-12-31$42,756,281
Value of total assets at beginning of year2021-12-31$35,567,295
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$10,898
Total interest from all sources2021-12-31$20,819
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,556,948
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,556,948
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,500,259
Participant contributions at end of year2021-12-31$392,492
Participant contributions at beginning of year2021-12-31$383,431
Assets. Other investments not covered elsewhere at end of year2021-12-31$10,570,281
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$8,841,174
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$366,523
Other income not declared elsewhere2021-12-31$1,336,868
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$7,188,986
Value of net assets at end of year (total assets less liabilities)2021-12-31$42,756,281
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$35,567,295
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$31,241,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$25,875,859
Interest on participant loans2021-12-31$20,819
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$552,220
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$466,831
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$466,831
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,110,415
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$325,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,017,544
Contract administrator fees2021-12-31$10,898
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOSS ADAMS, LLP
Accountancy firm EIN2021-12-31910189318
2020 : LOZANO SMITH 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,997,001
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$482,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$475,465
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,830,212
Value of total assets at end of year2020-12-31$35,567,295
Value of total assets at beginning of year2020-12-31$31,052,925
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$7,166
Total interest from all sources2020-12-31$26,698
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$665,707
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$665,707
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,459,767
Participant contributions at end of year2020-12-31$383,431
Participant contributions at beginning of year2020-12-31$465,996
Assets. Other investments not covered elsewhere at end of year2020-12-31$8,841,174
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$8,434,076
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$44,923
Other income not declared elsewhere2020-12-31$416,077
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,514,370
Value of net assets at end of year (total assets less liabilities)2020-12-31$35,567,295
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$31,052,925
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$25,875,859
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$21,788,889
Interest on participant loans2020-12-31$26,698
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$466,831
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$363,964
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$363,964
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,058,307
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$325,522
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$475,465
Contract administrator fees2020-12-31$7,166
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MOSS ADAMS, LLP
Accountancy firm EIN2020-12-31910189318
2019 : LOZANO SMITH 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$6,698,943
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,271,262
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,263,341
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,611,629
Value of total assets at end of year2019-12-31$31,052,925
Value of total assets at beginning of year2019-12-31$25,625,244
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,921
Total interest from all sources2019-12-31$25,125
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$724,941
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$724,941
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,358,073
Participant contributions at end of year2019-12-31$465,996
Participant contributions at beginning of year2019-12-31$347,099
Assets. Other investments not covered elsewhere at end of year2019-12-31$8,434,076
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$7,236,400
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$10,448
Other income not declared elsewhere2019-12-31$1,099,161
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,427,681
Value of net assets at end of year (total assets less liabilities)2019-12-31$31,052,925
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$25,625,244
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$21,788,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,860,178
Interest on participant loans2019-12-31$25,125
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$363,964
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$181,567
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$181,567
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,238,087
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$243,108
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,263,341
Contract administrator fees2019-12-31$7,921
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MOSS ADAMS, LLP
Accountancy firm EIN2019-12-31910189318
2018 : LOZANO SMITH 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$331,369
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$264,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$257,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,901,061
Value of total assets at end of year2018-12-31$25,625,244
Value of total assets at beginning of year2018-12-31$25,558,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$7,210
Total interest from all sources2018-12-31$22,767
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$712,008
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$712,008
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,231,790
Participant contributions at end of year2018-12-31$347,099
Participant contributions at beginning of year2018-12-31$373,881
Assets. Other investments not covered elsewhere at end of year2018-12-31$7,236,400
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$6,939,021
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$377,962
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$66,935
Value of net assets at end of year (total assets less liabilities)2018-12-31$25,625,244
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$25,558,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$17,860,178
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$18,098,589
Interest on participant loans2018-12-31$22,767
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$181,567
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$146,818
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$146,818
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,304,467
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$291,309
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$257,224
Contract administrator fees2018-12-31$7,210
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MOSS ADAMS, LLP
Accountancy firm EIN2018-12-31910189318
2017 : LOZANO SMITH 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,652,585
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$951,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$943,819
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,495,942
Value of total assets at end of year2017-12-31$25,558,309
Value of total assets at beginning of year2017-12-31$21,857,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$7,661
Total interest from all sources2017-12-31$21,653
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$582,142
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$582,142
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,081,209
Participant contributions at end of year2017-12-31$373,881
Participant contributions at beginning of year2017-12-31$394,351
Assets. Other investments not covered elsewhere at end of year2017-12-31$6,939,021
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$6,157,014
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$55,645
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,701,105
Value of net assets at end of year (total assets less liabilities)2017-12-31$25,558,309
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$21,857,204
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$18,098,589
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$15,080,170
Interest on participant loans2017-12-31$21,653
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$146,818
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$225,669
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$225,669
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,552,848
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$359,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$943,819
Contract administrator fees2017-12-31$7,661
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BAKER, PETERSON, FRANKLIN, LLP, CPA
Accountancy firm EIN2017-12-31941743187
2016 : LOZANO SMITH 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$3,372,441
Total of all expenses incurred2016-12-31$597,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$588,282
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,573,609
Value of total assets at end of year2016-12-31$21,857,204
Value of total assets at beginning of year2016-12-31$19,082,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$9,514
Total interest from all sources2016-12-31$19,906
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$480,341
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$480,341
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$926,787
Participant contributions at end of year2016-12-31$394,351
Participant contributions at beginning of year2016-12-31$335,675
Assets. Other investments not covered elsewhere at end of year2016-12-31$6,157,014
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$4,993,275
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$293,149
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,774,645
Value of net assets at end of year (total assets less liabilities)2016-12-31$21,857,204
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$19,082,559
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$15,080,170
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$13,601,142
Interest on participant loans2016-12-31$19,906
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$225,669
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$152,467
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$152,467
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,298,585
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$353,673
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$588,282
Contract administrator fees2016-12-31$9,514
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BAKER, PETERSON, FRANKLIN, LLP, CPA
Accountancy firm EIN2016-12-31941743187
2015 : LOZANO SMITH 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$892,158
Total of all expenses incurred2015-12-31$911,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$904,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,085,251
Value of total assets at end of year2015-12-31$19,082,559
Value of total assets at beginning of year2015-12-31$19,101,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6,563
Total interest from all sources2015-12-31$18,654
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$454,788
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$454,788
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$802,893
Participant contributions at end of year2015-12-31$335,675
Participant contributions at beginning of year2015-12-31$375,841
Assets. Other investments not covered elsewhere at end of year2015-12-31$4,993,275
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$4,729,763
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$148,930
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-19,285
Value of net assets at end of year (total assets less liabilities)2015-12-31$19,082,559
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$19,101,844
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$13,601,142
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$13,567,338
Interest on participant loans2015-12-31$18,654
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$152,467
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$237,980
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$237,980
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-666,535
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$133,428
Employer contributions (assets) at beginning of year2015-12-31$190,922
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$904,880
Contract administrator fees2015-12-31$6,563
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BAKER, PETERSON, FRANKLIN, LLP, CPA
Accountancy firm EIN2015-12-31941743187
2014 : LOZANO SMITH 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$2,153,182
Total of all expenses incurred2014-12-31$304,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$294,742
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,149,151
Value of total assets at end of year2014-12-31$19,101,844
Value of total assets at beginning of year2014-12-31$17,253,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$9,707
Total interest from all sources2014-12-31$20,306
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$355,754
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$355,754
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$775,864
Participant contributions at end of year2014-12-31$375,841
Participant contributions at beginning of year2014-12-31$342,025
Participant contributions at beginning of year2014-12-31$30,055
Assets. Other investments not covered elsewhere at end of year2014-12-31$4,729,763
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$4,248,963
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$62,080
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,848,733
Value of net assets at end of year (total assets less liabilities)2014-12-31$19,101,844
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$17,253,111
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$13,567,338
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$12,221,209
Interest on participant loans2014-12-31$20,306
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$237,980
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$205,445
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$205,445
Net investment gain or loss from common/collective trusts2014-12-31$627,971
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$311,207
Employer contributions (assets) at end of year2014-12-31$190,922
Employer contributions (assets) at beginning of year2014-12-31$205,414
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$294,742
Contract administrator fees2014-12-31$9,707
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BAKER, PETERSON, FRANKLIN, LLP, CPA
Accountancy firm EIN2014-12-31941743187
2013 : LOZANO SMITH 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$3,559,322
Total of all expenses incurred2013-12-31$214,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$206,925
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,135,036
Value of total assets at end of year2013-12-31$17,253,111
Value of total assets at beginning of year2013-12-31$13,908,361
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,647
Total interest from all sources2013-12-31$16,398
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$290,971
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$290,971
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$685,449
Participant contributions at end of year2013-12-31$342,025
Participant contributions at beginning of year2013-12-31$284,087
Participant contributions at end of year2013-12-31$30,055
Participant contributions at beginning of year2013-12-31$25,431
Assets. Other investments not covered elsewhere at end of year2013-12-31$4,248,963
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$3,465,869
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$144,113
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,344,750
Value of net assets at end of year (total assets less liabilities)2013-12-31$17,253,111
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$13,908,361
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$12,221,209
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,749,732
Income. Interest from loans (other than to participants)2013-12-31$16,398
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$205,445
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$178,494
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$178,494
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,116,917
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$305,474
Employer contributions (assets) at end of year2013-12-31$205,414
Employer contributions (assets) at beginning of year2013-12-31$204,748
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$206,925
Contract administrator fees2013-12-31$7,647
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BAKER, PETERSON, FRANKLIN, LLP, CPA
Accountancy firm EIN2013-12-31941743187
2012 : LOZANO SMITH 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$2,348,621
Total of all expenses incurred2012-12-31$684,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$674,788
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,004,885
Value of total assets at end of year2012-12-31$13,908,361
Value of total assets at beginning of year2012-12-31$12,244,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$9,750
Total interest from all sources2012-12-31$17,497
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$174,205
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$174,205
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$666,592
Participant contributions at end of year2012-12-31$284,087
Participant contributions at beginning of year2012-12-31$335,241
Participant contributions at end of year2012-12-31$25,431
Participant contributions at beginning of year2012-12-31$25,999
Assets. Other investments not covered elsewhere at end of year2012-12-31$3,465,869
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$3,054,875
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$15,087
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,664,083
Value of net assets at end of year (total assets less liabilities)2012-12-31$13,908,361
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$12,244,278
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$9,749,732
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,405,491
Interest on participant loans2012-12-31$17,463
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$178,494
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$167,651
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$167,651
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$34
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,152,034
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$323,206
Employer contributions (assets) at end of year2012-12-31$204,748
Employer contributions (assets) at beginning of year2012-12-31$255,021
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$674,788
Contract administrator fees2012-12-31$9,750
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31JANZEN TAMBERI & WONG
Accountancy firm EIN2012-12-31770250870

Form 5500 Responses for LOZANO SMITH 401(K) PROFIT SHARING PLAN

2023: LOZANO SMITH 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: LOZANO SMITH 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LOZANO SMITH 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LOZANO SMITH 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LOZANO SMITH 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LOZANO SMITH 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LOZANO SMITH 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LOZANO SMITH 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LOZANO SMITH 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LOZANO SMITH 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LOZANO SMITH 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LOZANO SMITH 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

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