Plan Name | LOPEZ WEALTH MANAGEMENT GROUP, LLC 401(K) RETIREMENT PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | LOPEZ WEALTH MANAGEMENT GROUP, LLC |
Employer identification number (EIN): | 541987856 |
NAIC Classification: | 523120 |
NAIC Description: | Securities Brokerage |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2020-01-01 | JONATHAN WEATHERLY | 2020-08-10 | JONATHAN WEATHERLY | 2020-08-10 |
001 | 2019-01-01 | JONATHAN WEATHERLY | 2020-06-02 | JONATHAN WEATHERLY | 2020-06-02 |
001 | 2018-01-01 | JONATHAN WEATHERLY | 2019-06-20 | JONATHAN WEATHERLY | 2019-06-20 |
001 | 2017-01-01 | JONATHAN WEATHERLY | 2018-05-17 | JONATHAN WEATHERLY | 2018-05-17 |
001 | 2016-01-01 | JONATHAN WEATHERLY | 2017-05-18 | JONATHAN WEATHERLY | 2017-05-18 |
001 | 2015-01-01 | JONATHAN R WEATHERLY | 2016-06-09 | JONATHAN R WEATHERLY | 2016-06-09 |
001 | 2013-01-01 | JON WEATHERLY | 2014-06-13 | J. WADE LOPEZ | 2014-06-13 |
001 | 2012-01-01 | JON WEATHERLY | 2013-05-28 | J. WADE LOPEZ | 2013-05-28 |
001 | 2011-01-01 | JONATHAN R WEATHERLY | 2012-10-01 | J. WADE LOPEZ | 2012-10-01 |
001 | 2010-01-01 | JONATHAN WEATHERLY | 2011-07-08 | J. WADE LOPEZ | 2011-07-08 |