Civic Intelligence

J & M Lopez & Associates

Plan context: J & M Lopez & Associates Defined Benefit Pension Plan

EIN 33-0452011 • 6 filings • 1 plans

Current Snapshot

Latest Year

2004

2004 Participants

1

2004 Assets

$834,733

2004 Contributions

$25,930

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$834,733$417,367$0199920012003YearValue
$834,733Latest year 2003

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

210199920012003YearValue
1Latest year 2003

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
200410$0$0-
J & M Lopez & Associates Defined Benefit Pension Plan-0---
200311$834,733$25,930$25,930iApproximate average salary by contribution assumption: employee only about $648,250 at 4% or $432,167 at 6%; with 50% employer match about $432,167 at 4% or $288,111 at 6%; with 100% employer match about $324,125 at 4% or $216,083 at 6%.
J & M Lopez & Associates Defined Benefit Pension Plan-1$834,733$25,930$25,930iApproximate average salary by contribution assumption: employee only about $648,250 at 4% or $432,167 at 6%; with 50% employer match about $432,167 at 4% or $288,111 at 6%; with 100% employer match about $324,125 at 4% or $216,083 at 6%.
200212$665,656$146,601$73,301iApproximate average salary by contribution assumption: employee only about $1,832,513 at 4% or $1,221,675 at 6%; with 50% employer match about $1,221,675 at 4% or $814,450 at 6%; with 100% employer match about $916,256 at 4% or $610,838 at 6%.
J & M Lopez & Associates Defined Benefit Pension Plan-2$665,656$146,601$73,301iApproximate average salary by contribution assumption: employee only about $1,832,513 at 4% or $1,221,675 at 6%; with 50% employer match about $1,221,675 at 4% or $814,450 at 6%; with 100% employer match about $916,256 at 4% or $610,838 at 6%.
200112$605,049$101,241$50,621iApproximate average salary by contribution assumption: employee only about $1,265,513 at 4% or $843,675 at 6%; with 50% employer match about $843,675 at 4% or $562,450 at 6%; with 100% employer match about $632,756 at 4% or $421,838 at 6%.
J & M Lopez & Associates Defined Benefit Pension Plan-2$605,049$101,241$50,621iApproximate average salary by contribution assumption: employee only about $1,265,513 at 4% or $843,675 at 6%; with 50% employer match about $843,675 at 4% or $562,450 at 6%; with 100% employer match about $632,756 at 4% or $421,838 at 6%.
200012$592,031$90,227$45,114iApproximate average salary by contribution assumption: employee only about $1,127,838 at 4% or $751,892 at 6%; with 50% employer match about $751,892 at 4% or $501,261 at 6%; with 100% employer match about $563,919 at 4% or $375,946 at 6%.
J & M Lopez & Associates Defined Benefit Pension Plan-2$592,031$90,227$45,114iApproximate average salary by contribution assumption: employee only about $1,127,838 at 4% or $751,892 at 6%; with 50% employer match about $751,892 at 4% or $501,261 at 6%; with 100% employer match about $563,919 at 4% or $375,946 at 6%.
199912$543,213$77,090$38,545iApproximate average salary by contribution assumption: employee only about $963,625 at 4% or $642,417 at 6%; with 50% employer match about $642,417 at 4% or $428,278 at 6%; with 100% employer match about $481,813 at 4% or $321,208 at 6%.
J & M Lopez & Associates Defined Benefit Pension Plan-2$543,213$77,090$38,545iApproximate average salary by contribution assumption: employee only about $963,625 at 4% or $642,417 at 6%; with 50% employer match about $642,417 at 4% or $428,278 at 6%; with 100% employer match about $481,813 at 4% or $321,208 at 6%.
J & M Lopez & Associates | EIN 33-0452011 | 2004 Form 5500 Company Profile