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LAW OFFICE OF CHRISTINA LOPEZ RETIREMENT PLAN 401k Plan overview

Plan NameLAW OFFICE OF CHRISTINA LOPEZ RETIREMENT PLAN
Plan identification number 001

LAW OFFICE OF CHRISTINA LOPEZ RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LAW OFFICE OF CHRISTINA LOPEZ has sponsored the creation of one or more 401k plans.

Company Name:LAW OFFICE OF CHRISTINA LOPEZ
Employer identification number (EIN):813295380
NAIC Classification:921000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICE OF CHRISTINA LOPEZ RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CHRISTINA LOPEZ2024-08-22
0012022-01-01CHRISTINA LOPEZ2023-12-13
0012021-01-01CHRISTINA LOPEZ2022-10-24
0012021-01-01CHRISTINA LOPEZ2022-10-24
0012020-01-01CHRISTINA LOPEZ2021-06-30
0012019-01-01CHRISTINA LOPEZ2020-09-15

Plan Statistics for LAW OFFICE OF CHRISTINA LOPEZ RETIREMENT PLAN

401k plan membership statisitcs for LAW OFFICE OF CHRISTINA LOPEZ RETIREMENT PLAN

Measure Date Value
2025: LAW OFFICE OF CHRISTINA LOPEZ RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-033
Total number of particpants at end of year2025-07-033
Number of Participants With Account Balances2025-07-033
2024: LAW OFFICE OF CHRISTINA LOPEZ RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-08-223
Total number of particpants at end of year2024-08-223
Number of Participants With Account Balances2024-08-223
2022: LAW OFFICE OF CHRISTINA LOPEZ RETIREMENT PLAN 2022 401k membership
Total number of particpants at beginning of year2022-10-242
Total number of particpants at end of year2022-10-243
Number of Participants With Account Balances2022-10-243

Financial Data on LAW OFFICE OF CHRISTINA LOPEZ RETIREMENT PLAN

Measure Date Value
2025 : LAW OFFICE OF CHRISTINA LOPEZ RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-030
Net assets as of the end of the plan year2025-07-03527184
Total assets as of the beginning of the plan year2025-07-03418676
Value of plan covered by a fidelity bond2025-07-033000000
Participant contributions to plan in this plan year2025-07-0323800
Value of participant loans at end of plan year2025-07-0321027
Other contributions to plan in this plan year2025-07-030
Other income to plan in this plan year2025-07-0369983
Plan net income in this plan year2025-07-03108508
Net assets as of the end of the plan year2025-07-03527184
Net assets as of the beginning of the plan year2025-07-03418676
Employer contributions to plan in this plan year2025-07-0314725
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-030
2024 : LAW OFFICE OF CHRISTINA LOPEZ RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-220
Net assets as of the end of the plan year2024-08-22418676
Total assets as of the beginning of the plan year2024-08-22336721
Value of plan covered by a fidelity bond2024-08-223000000
Participant contributions to plan in this plan year2024-08-2222900
Value of participant loans at end of plan year2024-08-2229147
Other contributions to plan in this plan year2024-08-220
Other income to plan in this plan year2024-08-2251450
Plan net income in this plan year2024-08-2281955
Net assets as of the end of the plan year2024-08-22418676
Net assets as of the beginning of the plan year2024-08-22336721
Employer contributions to plan in this plan year2024-08-227605
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-220
2022 : LAW OFFICE OF CHRISTINA LOPEZ RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-240
Net assets as of the end of the plan year2022-10-24170429
Total assets as of the beginning of the plan year2022-10-24116195
Value of plan covered by a fidelity bond2022-10-2425000
Participant contributions to plan in this plan year2022-10-2423075
Other contributions to plan in this plan year2022-10-240
Other income to plan in this plan year2022-10-2424644
Plan net income in this plan year2022-10-2454234
Net assets as of the end of the plan year2022-10-24170429
Net assets as of the beginning of the plan year2022-10-24116195
Employer contributions to plan in this plan year2022-10-246515
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-240

Potentially related plans

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