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JAMES LOPEZ CPA 401(K) PLAN 401k Plan overview

Plan NameJAMES LOPEZ CPA 401(K) PLAN
Plan identification number 001

JAMES LOPEZ CPA 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.

401k Sponsoring company profile

JAMES LOPEZ CPA 401(K) PLAN has sponsored the creation of one or more 401k plans.

Company Name:JAMES LOPEZ CPA 401(K) PLAN
Employer identification number (EIN):134040480
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES LOPEZ CPA 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JAMES LOPEZ2024-07-17 JAMES A LOPEZ2024-07-17
0012022-01-01JAMES LOPEZ2023-07-31

Financial Data on JAMES LOPEZ CPA 401(K) PLAN

Measure Date Value
2025 : JAMES LOPEZ CPA 401(K) PLAN 2025 401k financial data
Net assets as of the end of the plan year2025-07-29168231
Total assets as of the beginning of the plan year2025-07-29125035
Participant contributions to plan in this plan year2025-07-2927760
Other income to plan in this plan year2025-07-2910239
Plan net income in this plan year2025-07-2943196
Net assets as of the end of the plan year2025-07-29168231
Net assets as of the beginning of the plan year2025-07-29125035
Employer contributions to plan in this plan year2025-07-295197
2024 : JAMES LOPEZ CPA 401(K) PLAN 2024 401k financial data
Net assets as of the end of the plan year2024-07-17125035
Total assets as of the beginning of the plan year2024-07-1780879
Participant contributions to plan in this plan year2024-07-1727760
Other income to plan in this plan year2024-07-1711241
Plan net income in this plan year2024-07-1744156
Net assets as of the end of the plan year2024-07-17125035
Net assets as of the beginning of the plan year2024-07-1780879
Employer contributions to plan in this plan year2024-07-175155

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