LOZANO SMITH 401(K) PROFIT SHARING PLAN

At the end of 2022, the total retirement plan assets of LOZANO SMITH 401(K) PROFIT SHARING PLAN is $36,509,000.This plan was established in 1996.

At the end of 2022, the total number of retirement plan participants in LOZANO SMITH 401(K) PROFIT SHARING PLAN is 239

In 2022, the average participant retirement account value for LOZANO SMITH 401(K) PROFIT SHARING PLAN is $152,757

In 2022, the estimated average employee contribution amount per participant for LOZANO SMITH 401(K) PROFIT SHARING PLAN is $7,083

In 2022, the estimated average employer match for an employee in LOZANO SMITH 401(K) PROFIT SHARING PLAN is approximately $1,557

In 2022, LOZANO SMITH 401(K) PROFIT SHARING PLAN allocates $372,344 to match its employees’ contributions, providing an employer match rate of 21.59% of their contributions

In 2022, the total retirement plan asset growth rate of LOZANO SMITH 401(K) PROFIT SHARING PLAN is -14.61%

In 2022, the estimated aggregate retirement account investment gain/loss for LOZANO SMITH 401(K) PROFIT SHARING PLAN is -13.40%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of LOZANO SMITH 401(K) PROFIT SHARING PLAN is 0.03%.

Enrollment Features

LOZANO SMITH 401(K) PROFIT SHARING PLAN has the following features:
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.