Lozier Corporation 401(K) Savings Plan — Form 5500 plan (Lozier Corporation)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Lozier Corporation 401(K) Savings Plan is a benefit plan reported by Lozier Corporation under EIN 47-0463247 and plan number 006. The latest loaded filing year is 2023. The filing reports 2,379 participants and $182,313,676 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$182.3MPlan net assets, end of year$182,313,676
Participants2.4KCovered participants reported2,379
Assets / participant$76.6KComputed: assets ÷ participants$76,635 (computed)
Provider compensation$39.1K1 Schedule C provider row(s)$39,082
- Plan sponsor
- Lozier Corporation
- EIN
- 47-0463247
- Plan number
- 006
- Plan type
- 2
- Location
- Omaha, NE
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,379 | H, C | 20240827133205NAL0006112035001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$182.3M total assets
Net assets$182.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $182,313,676
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $182,313,676
- Net assets (BOY)
- $168,237,888
Income & contributions
- Employer contributions
- $3,353,891
- Participant contributions
- $5,919,358
- Total contributions
- $9,959,618
- Total income / additions
- $33,169,927
Expenses & distributions
- Benefits paid
- $18,980,918
- Administrative expenses
- $40,757
- Total expenses
- $19,094,139
- Net increase / (decrease)
- $14,075,788
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
36%64%
Employer 36%Participant 64%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income57%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $39,082 | $0 | 2023 |