LOZANO AND COMPANY 401(K) PLAN

[ EIN: 33-0703036 | Plan No. 001 ]

Form 5500 records indicate that LOZANO AND COMPANY 401(K) PLAN is a 401(k) plan sponsored by BEN F. LOZANO, AN ACCOUNTANCY CORPORATION. The plan is classified as a Small Plan with 10 participants and assets totaling $1,379,292 for the 2024 plan year.

401(k) plans are subject to ERISA disclosure requirements and annual reporting obligations.

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Plan Sponsor: BEN F. LOZANO, AN ACCOUNTANCY CORPORATION

Location: 2677 N. MAIN STREET, SUITE 460, SANTA ANA, CA 92705

EIN: 330703036

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 10

Total Assets: $1,379,292

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