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LOPEZ PETERSON & BENAVIDES, PLLC (FROZEN) PENSION PLAN 401k Plan overview

Plan NameLOPEZ PETERSON & BENAVIDES, PLLC (FROZEN) PENSION PLAN
Plan identification number 002

LOPEZ PETERSON & BENAVIDES, PLLC (FROZEN) PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.

401k Sponsoring company profile

LOPEZ PETERSON & BENAVIDES, PLLC has sponsored the creation of one or more 401k plans.

Company Name:LOPEZ PETERSON & BENAVIDES, PLLC
Employer identification number (EIN):742907483
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOPEZ PETERSON & BENAVIDES, PLLC (FROZEN) PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-01-01CHRISTOPHER PETERSON2022-03-23 CHRISTOPHER PETERSON2022-03-23
0022020-01-01CHRISTOPHER PETERSON2021-08-11
0022020-01-01CHRISTOPHER PETERSON2021-07-06
0022019-01-01CHRISTOPHER PETERSON2020-06-22
0022018-01-01CHRISTOPHER PETERSON2019-06-26 CHRISTOPHER PETERSON2019-06-26
0022017-01-01MELISSA HALE2018-10-12 MELISSA HALE2018-10-12
0022016-01-01CHRISTOPHER PETERSON2017-07-27
0022015-01-01MELISSA HALE
0022014-01-01CHRISTOPHER C. PETERSON
0022013-01-01CHRISTOPHER C. PETERSON
0022012-01-01CHRISTOPHER C. PETERSON
0022011-01-01CHRISTOPHER C. PETERSON
0022010-01-01CHRISTOPHER PETERSON
0022009-01-01CHRISTOPHER PETERSON
0022009-01-01CHRISTOPHER PETERSON

Plan Statistics for LOPEZ PETERSON & BENAVIDES, PLLC (FROZEN) PENSION PLAN

401k plan membership statisitcs for LOPEZ PETERSON & BENAVIDES, PLLC (FROZEN) PENSION PLAN

Measure Date Value
2015: LOPEZ PETERSON & BENAVIDES, PLLC (FROZEN) PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0116
Total number of active participants reported on line 7a of the Form 55002015-01-0116
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0116
Number of participants with account balances2015-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: LOPEZ PETERSON & BENAVIDES, PLLC (FROZEN) PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0116
Total number of active participants reported on line 7a of the Form 55002014-01-0114
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0114
Number of participants with account balances2014-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LOPEZ PETERSON & BENAVIDES, PLLC (FROZEN) PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0116
Total number of active participants reported on line 7a of the Form 55002013-01-0116
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0116
Number of participants with account balances2013-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LOPEZ PETERSON & BENAVIDES, PLLC (FROZEN) PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0111
Total number of active participants reported on line 7a of the Form 55002012-01-0114
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0114
Number of participants with account balances2012-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LOPEZ PETERSON & BENAVIDES, PLLC (FROZEN) PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0114
Total number of active participants reported on line 7a of the Form 55002011-01-0115
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0115
Number of participants with account balances2011-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: LOPEZ PETERSON & BENAVIDES, PLLC (FROZEN) PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0115
Total number of active participants reported on line 7a of the Form 55002010-01-0114
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0114
Number of participants with account balances2010-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: LOPEZ PETERSON & BENAVIDES, PLLC (FROZEN) PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0115
Total number of active participants reported on line 7a of the Form 55002009-01-0114
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0114
Number of participants with account balances2009-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LOPEZ PETERSON & BENAVIDES, PLLC (FROZEN) PENSION PLAN

Measure Date Value
2015 : LOPEZ PETERSON & BENAVIDES, PLLC (FROZEN) PENSION PLAN 2015 401k financial data
Total income from all sources2015-12-31$-2,581
Expenses. Total of all expenses incurred2015-12-31$176
Total plan assets at end of year2015-12-31$179,669
Total plan assets at beginning of year2015-12-31$182,426
Expenses. Other expenses not covered elsewhere2015-12-31$176
Other income received2015-12-31$-2,581
Net income (gross income less expenses)2015-12-31$-2,757
Net plan assets at end of year (total assets less liabilities)2015-12-31$179,669
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$182,426
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
2014 : LOPEZ PETERSON & BENAVIDES, PLLC (FROZEN) PENSION PLAN 2014 401k financial data
Total income from all sources2014-12-31$11,916
Expenses. Total of all expenses incurred2014-12-31$158
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$182,426
Total plan assets at beginning of year2014-12-31$170,668
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$158
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$7,921
Net income (gross income less expenses)2014-12-31$11,758
Net plan assets at end of year (total assets less liabilities)2014-12-31$182,426
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$170,668
Assets. Value of participant loans2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$3,995
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
2013 : LOPEZ PETERSON & BENAVIDES, PLLC (FROZEN) PENSION PLAN 2013 401k financial data
Total income from all sources2013-12-31$29,786
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$170,668
Total plan assets at beginning of year2013-12-31$140,882
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$17,051
Net income (gross income less expenses)2013-12-31$29,786
Net plan assets at end of year (total assets less liabilities)2013-12-31$170,668
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$140,882
Assets. Value of participant loans2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$12,735
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
2012 : LOPEZ PETERSON & BENAVIDES, PLLC (FROZEN) PENSION PLAN 2012 401k financial data
Total income from all sources2012-12-31$22,390
Expenses. Total of all expenses incurred2012-12-31$4,047
Benefits paid (including direct rollovers)2012-12-31$4,047
Total plan assets at end of year2012-12-31$140,882
Total plan assets at beginning of year2012-12-31$122,539
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$11,348
Net income (gross income less expenses)2012-12-31$18,343
Net plan assets at end of year (total assets less liabilities)2012-12-31$140,882
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$122,539
Assets. Value of participant loans2012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$11,042
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
2011 : LOPEZ PETERSON & BENAVIDES, PLLC (FROZEN) PENSION PLAN 2011 401k financial data
Total income from all sources2011-12-31$14,403
Expenses. Total of all expenses incurred2011-12-31$91,110
Benefits paid (including direct rollovers)2011-12-31$91,110
Total plan assets at end of year2011-12-31$122,539
Total plan assets at beginning of year2011-12-31$199,246
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$2,620
Net income (gross income less expenses)2011-12-31$-76,707
Net plan assets at end of year (total assets less liabilities)2011-12-31$122,539
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$199,246
Assets. Value of participant loans2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$11,783
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
2010 : LOPEZ PETERSON & BENAVIDES, PLLC (FROZEN) PENSION PLAN 2010 401k financial data
Total income from all sources2010-12-31$29,275
Expenses. Total of all expenses incurred2010-12-31$2,271
Benefits paid (including direct rollovers)2010-12-31$2,271
Total plan assets at end of year2010-12-31$198,667
Total plan assets at beginning of year2010-12-31$171,663
Value of fidelity bond covering the plan2010-12-31$1,000,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$18,233
Net income (gross income less expenses)2010-12-31$27,004
Net plan assets at end of year (total assets less liabilities)2010-12-31$198,667
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$171,663
Assets. Value of participant loans2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$11,042
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : LOPEZ PETERSON & BENAVIDES, PLLC (FROZEN) PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0
2008 : LOPEZ PETERSON & BENAVIDES, PLLC (FROZEN) PENSION PLAN 2008 401k financial data
Total income from all sources2008-12-31$-30,278
Expenses. Total of all expenses incurred2008-12-31$2,398
Benefits paid (including direct rollovers)2008-12-31$2,398
Total plan assets at end of year2008-12-31$133,998
Total plan assets at beginning of year2008-12-31$166,674
Total contributions received or receivable from participants2008-12-31$0
Expenses. Other expenses not covered elsewhere2008-12-31$0
Contributions received from other sources (not participants or employers)2008-12-31$0
Other income received2008-12-31$-44,879
Net income (gross income less expenses)2008-12-31$-32,676
Net plan assets at end of year (total assets less liabilities)2008-12-31$133,998
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$166,674
Assets. Value of participant loans2008-12-31$0
Total contributions received or receivable from employer(s)2008-12-31$14,601
Value of certain deemed distributions of participant loans2008-12-31$0
Value of corrective distributions2008-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2008-12-31$0
Funding deficiency by the employer to the plan for this plan year2008-12-31$0
Minimum employer required contribution for this plan year2008-12-31$0
Amount contributed by the employer to the plan for this plan year2008-12-31$0

Form 5500 Responses for LOPEZ PETERSON & BENAVIDES, PLLC (FROZEN) PENSION PLAN

2015: LOPEZ PETERSON & BENAVIDES, PLLC (FROZEN) PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LOPEZ PETERSON & BENAVIDES, PLLC (FROZEN) PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LOPEZ PETERSON & BENAVIDES, PLLC (FROZEN) PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LOPEZ PETERSON & BENAVIDES, PLLC (FROZEN) PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LOPEZ PETERSON & BENAVIDES, PLLC (FROZEN) PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LOPEZ PETERSON & BENAVIDES, PLLC (FROZEN) PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LOPEZ PETERSON & BENAVIDES, PLLC (FROZEN) PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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