Mcdonal Lozada 401 (K) Plan — Form 5500 plan (Mcdonald Lozada Inc Aamco San Rafael)
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, Mcdonal Lozada 401 (K) Plan is a benefit plan reported by Mcdonald Lozada Inc Aamco San Rafael under EIN 80-0969148 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $35,349 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mcdonald Lozada Inc Aamco San Rafael
- EIN
- 80-0969148
- Plan number
- 001
- Plan type
- 2
- Location
- Vallejo, CA
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $35,349
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20251016121850NAL0008442832001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $35,349
- Net assets (EOY)
- $35,349
- Net assets (BOY)
- $46,397
Income & contributions
- Total income / additions
- $1,588
Expenses & distributions
- Total expenses
- $12,636
- Net increase / (decrease)
- -$11,048
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.