LOZANO SMITH 401(K) PROFIT SHARING PLAN
Plan Contact
- Address: 7404 NORTH SPALDING AVENUE,FRESNO,CA
- Contact person: ANDREW GARCIA
- Phone: (559) 431-5600
Plan General Information
LOZANO SMITH 401(K) PROFIT SHARING PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of LOZANO SMITH 401(K) PROFIT SHARING PLAN is $41,420,706.00.This plan was established in 1996.
LOZANO SMITH 401(K) PROFIT SHARING PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in LOZANO SMITH 401(K) PROFIT SHARING PLAN is 253
LOZANO SMITH 401(K) PROFIT SHARING PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for LOZANO SMITH 401(K) PROFIT SHARING PLAN is $163,718.00
LOZANO SMITH 401(K) PROFIT SHARING PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for LOZANO SMITH 401(K) PROFIT SHARING PLAN is $6,788.00.
LOZANO SMITH 401(K) PROFIT SHARING PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in LOZANO SMITH 401(K) PROFIT SHARING PLAN is approximately $1,331.00
Investing in this additonal $1,331.00 for 20 years would give you extra $85,209.00, assuming a 10% annual return.
Investing in this additonal $1,331.00 for 20 years would give you extra $85,209.00, assuming a 10% annual return.
LOZANO SMITH 401(K) PROFIT SHARING PLAN Total Employer Contribution and Match Rate
In 2023, LOZANO SMITH 401(K) PROFIT SHARING PLAN allocates $336,845.00 to match its employees' contributions, providing an employer match rate of 19.81% of their contributions
LOZANO SMITH 401(K) PROFIT SHARING PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of LOZANO SMITH 401(K) PROFIT SHARING PLAN is 13.45%.
LOZANO SMITH 401(K) PROFIT SHARING PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for LOZANO SMITH 401(K) PROFIT SHARING PLAN is 16.30%. This measures the effectiveness of the plan participants' investments in the year.
LOZANO SMITH 401(K) PROFIT SHARING PLAN Expense Ratio
In 2023, 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.
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