401k Plan data: MICHAEL J. LOPEZ,A PROF. CORP. PROFIT SHARING PLAN plan

MICHAEL J. LOPEZ,A PROF. CORP. PROFIT SHARING PLAN 401k Plan overview

Plan Name	MICHAEL J. LOPEZ,A PROF. CORP. PROFIT SHARING PLAN
Plan identification number	001

MICHAEL J. LOPEZ,A PROF. CORP. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

MICHAEL J. LOPEZ, D.D.S. A PROF. CORP. has sponsored the creation of one or more 401k plans.

Company Name: MICHAEL J. LOPEZ, D.D.S. A PROF. CORP.

Employer identification number (EIN): 942820555

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL J. LOPEZ,A PROF. CORP. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-07-01
001 2022-07-01
001 2022-07-01
001 2021-07-01
001 2020-07-01
001 2019-07-01
001 2018-07-01
001 2017-07-01 MICHAEL J. LOPEZ 2019-04-01
001 2016-07-01
001 2015-07-01 MICHAEL J. LOPEZ
001 2014-07-01 MICHAEL J. LOPEZ
001 2013-07-01 WEI GUO YU
001 2012-07-01 WEI GUO YU
001 2011-07-01 WEI GUO YU
001 2010-07-01 WEI GUO YU
001 2009-07-01 WEI GUO YU

Financial Data on MICHAEL J. LOPEZ,A PROF. CORP. PROFIT SHARING PLAN

Measure	Date	Value
2025 : MICHAEL J. LOPEZ,A PROF. CORP. PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-10-23	46092
Net assets as of the end of the plan year	2025-10-23	1151467
Total assets as of the beginning of the plan year	2025-10-23	1115620
Value of plan covered by a fidelity bond	2025-10-23	385000
Participant contributions to plan in this plan year	2025-10-23	12426
Other income to plan in this plan year	2025-10-23	69513
Plan net income in this plan year	2025-10-23	35847
Net assets as of the end of the plan year	2025-10-23	1151467
Net assets as of the beginning of the plan year	2025-10-23	1115620
Fees paid to broker by Benefit Provider	2025-10-23	3731
2024 : MICHAEL J. LOPEZ,A PROF. CORP. PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-09-24	35072
Net assets as of the end of the plan year	2024-09-24	1115620
Total assets as of the beginning of the plan year	2024-09-24	967557
Value of plan covered by a fidelity bond	2024-09-24	385000
Other income to plan in this plan year	2024-09-24	150635
Plan net income in this plan year	2024-09-24	148063
Net assets as of the end of the plan year	2024-09-24	1115620
Net assets as of the beginning of the plan year	2024-09-24	967557
Employer contributions to plan in this plan year	2024-09-24	32500
Expensese paid to adminstrative service provicers from plan in this plan year	2024-09-24	105
2023 : MICHAEL J. LOPEZ,A PROF. CORP. PROFIT SHARING PLAN 2023 401k financial data
Total expenses incurred by plan in this plan year	2023-11-14	33786
Net assets as of the end of the plan year	2023-11-14	913389
Total assets as of the beginning of the plan year	2023-11-14	1073187
Value of plan covered by a fidelity bond	2023-11-14	385000
Other income to plan in this plan year	2023-11-14	-126012
Plan net income in this plan year	2023-11-14	-159798
Net assets as of the end of the plan year	2023-11-14	913389
Net assets as of the beginning of the plan year	2023-11-14	1073187
2017 : MICHAEL J. LOPEZ,A PROF. CORP. PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-06-30	$0
Total plan liabilities at end of year	2017-06-30	$0
Total plan liabilities at beginning of year	2017-06-30	$0
Total income from all sources	2017-06-30	$84,954
Expenses. Total of all expenses incurred	2017-06-30	$102,665
Benefits paid (including direct rollovers)	2017-06-30	$102,665
Total plan assets at end of year	2017-06-30	$762,494
Total plan assets at beginning of year	2017-06-30	$780,205
Total contributions received or receivable from participants	2017-06-30	$0
Expenses. Other expenses not covered elsewhere	2017-06-30	$0
Contributions received from other sources (not participants or employers)	2017-06-30	$0
Other income received	2017-06-30	$78,954
Noncash contributions received	2017-06-30	$0
Net income (gross income less expenses)	2017-06-30	$-17,711
Net plan assets at end of year (total assets less liabilities)	2017-06-30	$762,494
Net plan assets at beginning of year (total assets less liabilities)	2017-06-30	$780,205
Total contributions received or receivable from employer(s)	2017-06-30	$6,000
Value of certain deemed distributions of participant loans	2017-06-30	$0
Value of corrective distributions	2017-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-06-30	$0
2016 : MICHAEL J. LOPEZ,A PROF. CORP. PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-06-30	$0
Total plan liabilities at end of year	2016-06-30	$0
Total plan liabilities at beginning of year	2016-06-30	$0
Total income from all sources	2016-06-30	$5,980
Expenses. Total of all expenses incurred	2016-06-30	$0
Benefits paid (including direct rollovers)	2016-06-30	$0
Total plan assets at end of year	2016-06-30	$780,205
Total plan assets at beginning of year	2016-06-30	$774,225
Total contributions received or receivable from participants	2016-06-30	$0
Expenses. Other expenses not covered elsewhere	2016-06-30	$0
Contributions received from other sources (not participants or employers)	2016-06-30	$0
Other income received	2016-06-30	$5,980
Noncash contributions received	2016-06-30	$0
Net income (gross income less expenses)	2016-06-30	$5,980
Net plan assets at end of year (total assets less liabilities)	2016-06-30	$780,205
Net plan assets at beginning of year (total assets less liabilities)	2016-06-30	$774,225
Total contributions received or receivable from employer(s)	2016-06-30	$0
Value of certain deemed distributions of participant loans	2016-06-30	$0
Value of corrective distributions	2016-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-06-30	$0
2015 : MICHAEL J. LOPEZ,A PROF. CORP. PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-06-30	$0
Total plan liabilities at end of year	2015-06-30	$0
Total plan liabilities at beginning of year	2015-06-30	$0
Total income from all sources	2015-06-30	$72,012
Expenses. Total of all expenses incurred	2015-06-30	$0
Benefits paid (including direct rollovers)	2015-06-30	$0
Total plan assets at end of year	2015-06-30	$774,225
Total plan assets at beginning of year	2015-06-30	$702,213
Total contributions received or receivable from participants	2015-06-30	$0
Expenses. Other expenses not covered elsewhere	2015-06-30	$0
Contributions received from other sources (not participants or employers)	2015-06-30	$0
Other income received	2015-06-30	$42,012
Noncash contributions received	2015-06-30	$0
Net income (gross income less expenses)	2015-06-30	$72,012
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$774,225
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$702,213
Total contributions received or receivable from employer(s)	2015-06-30	$30,000
Value of certain deemed distributions of participant loans	2015-06-30	$0
Value of corrective distributions	2015-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-06-30	$0
2014 : MICHAEL J. LOPEZ,A PROF. CORP. PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-06-30	$0
Total plan liabilities at end of year	2014-06-30	$0
Total plan liabilities at beginning of year	2014-06-30	$0
Total income from all sources	2014-06-30	$0
Expenses. Total of all expenses incurred	2014-06-30	$0
Benefits paid (including direct rollovers)	2014-06-30	$0
Total plan assets at end of year	2014-06-30	$615,227
Total plan assets at beginning of year	2014-06-30	$615,227
Total contributions received or receivable from participants	2014-06-30	$0
Expenses. Other expenses not covered elsewhere	2014-06-30	$0
Contributions received from other sources (not participants or employers)	2014-06-30	$0
Other income received	2014-06-30	$0
Noncash contributions received	2014-06-30	$0
Net income (gross income less expenses)	2014-06-30	$0
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$615,227
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$615,227
Total contributions received or receivable from employer(s)	2014-06-30	$0
Value of certain deemed distributions of participant loans	2014-06-30	$0
Value of corrective distributions	2014-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-06-30	$0
2013 : MICHAEL J. LOPEZ,A PROF. CORP. PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-06-30	$0
Total plan liabilities at end of year	2013-06-30	$0
Total plan liabilities at beginning of year	2013-06-30	$0
Total income from all sources	2013-06-30	$0
Expenses. Total of all expenses incurred	2013-06-30	$0
Benefits paid (including direct rollovers)	2013-06-30	$0
Total plan assets at end of year	2013-06-30	$543,892
Total plan assets at beginning of year	2013-06-30	$543,892
Total contributions received or receivable from participants	2013-06-30	$0
Expenses. Other expenses not covered elsewhere	2013-06-30	$0
Contributions received from other sources (not participants or employers)	2013-06-30	$0
Other income received	2013-06-30	$0
Noncash contributions received	2013-06-30	$0
Net income (gross income less expenses)	2013-06-30	$0
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$543,892
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$543,892
Total contributions received or receivable from employer(s)	2013-06-30	$0
Value of certain deemed distributions of participant loans	2013-06-30	$0
Value of corrective distributions	2013-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-06-30	$0
2012 : MICHAEL J. LOPEZ,A PROF. CORP. PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-06-30	$0
Total plan liabilities at end of year	2012-06-30	$0
Total plan liabilities at beginning of year	2012-06-30	$0
Total income from all sources	2012-06-30	$0
Expenses. Total of all expenses incurred	2012-06-30	$0
Benefits paid (including direct rollovers)	2012-06-30	$0
Total plan assets at end of year	2012-06-30	$491,213
Total plan assets at beginning of year	2012-06-30	$491,213
Total contributions received or receivable from participants	2012-06-30	$0
Expenses. Other expenses not covered elsewhere	2012-06-30	$0
Contributions received from other sources (not participants or employers)	2012-06-30	$0
Other income received	2012-06-30	$0
Noncash contributions received	2012-06-30	$0
Net income (gross income less expenses)	2012-06-30	$0
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$491,213
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$491,213
Total contributions received or receivable from employer(s)	2012-06-30	$0
Value of certain deemed distributions of participant loans	2012-06-30	$0
Value of corrective distributions	2012-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-06-30	$0
2011 : MICHAEL J. LOPEZ,A PROF. CORP. PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-06-30	$0
Total plan liabilities at end of year	2011-06-30	$0
Total plan liabilities at beginning of year	2011-06-30	$0
Total income from all sources	2011-06-30	$0
Expenses. Total of all expenses incurred	2011-06-30	$0
Benefits paid (including direct rollovers)	2011-06-30	$0
Total plan assets at end of year	2011-06-30	$439,045
Total plan assets at beginning of year	2011-06-30	$439,045
Total contributions received or receivable from participants	2011-06-30	$0
Expenses. Other expenses not covered elsewhere	2011-06-30	$0
Contributions received from other sources (not participants or employers)	2011-06-30	$0
Other income received	2011-06-30	$0
Noncash contributions received	2011-06-30	$0
Net income (gross income less expenses)	2011-06-30	$0
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$439,045
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$439,045
Total contributions received or receivable from employer(s)	2011-06-30	$0
Value of certain deemed distributions of participant loans	2011-06-30	$0
Value of corrective distributions	2011-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-06-30	$0

Form 5500 Responses for MICHAEL J. LOPEZ,A PROF. CORP. PROFIT SHARING PLAN

2017: MICHAEL J. LOPEZ,A PROF. CORP. PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: MICHAEL J. LOPEZ,A PROF. CORP. PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: MICHAEL J. LOPEZ,A PROF. CORP. PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: MICHAEL J. LOPEZ,A PROF. CORP. PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: MICHAEL J. LOPEZ,A PROF. CORP. PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: MICHAEL J. LOPEZ,A PROF. CORP. PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	Yes
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: MICHAEL J. LOPEZ,A PROF. CORP. PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: MICHAEL J. LOPEZ,A PROF. CORP. PROFIT SHARING PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	No
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: MICHAEL J. LOPEZ,A PROF. CORP. PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MICHAEL J. LOPEZ, D.D.S. A PROF. CORP.
Employer identification number (EIN):	942820555
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-07-01
001	2022-07-01
001	2022-07-01
001	2021-07-01
001	2020-07-01
001	2019-07-01
001	2018-07-01
001	2017-07-01	MICHAEL J. LOPEZ	2019-04-01
001	2016-07-01
001	2015-07-01	MICHAEL J. LOPEZ
001	2014-07-01	MICHAEL J. LOPEZ
001	2013-07-01	WEI GUO YU
001	2012-07-01	WEI GUO YU
001	2011-07-01	WEI GUO YU
001	2010-07-01	WEI GUO YU
001	2009-07-01	WEI GUO YU