Civic Intelligence

Carlos a. Lopez, M.D.

Plan context: Carlos a. Lopez, M.D. Money Purchase Pension Plan

EIN 33-0840260 • 11 filings • 3 plans

Current Snapshot

Latest Year

2007

2007 Participants

4

2007 Assets

$467,945

2007 Contributions

$89,065

Historical Graphs

Total Assets Over Time

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

$467,945$233,973$0199920042006YearValue
$467,945Latest year 2006

Participants Over Time

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

530199920032007YearValue
4Latest year 2007

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
200714$0$0-
Carlos a. Lopez, M.D. Money Purchase Pension Plan-4---
200615$467,945$89,065$17,813iApproximate average salary by contribution assumption: employee only about $445,325 at 4% or $296,883 at 6%; with 50% employer match about $296,883 at 4% or $197,922 at 6%; with 100% employer match about $222,663 at 4% or $148,442 at 6%.
Carlos a. Lopez, M.D. Money Purchase Pension Plan-5$467,945$89,065$17,813iApproximate average salary by contribution assumption: employee only about $445,325 at 4% or $296,883 at 6%; with 50% employer match about $296,883 at 4% or $197,922 at 6%; with 100% employer match about $222,663 at 4% or $148,442 at 6%.
200514$354,370$48,387$12,097iApproximate average salary by contribution assumption: employee only about $302,419 at 4% or $201,613 at 6%; with 50% employer match about $201,613 at 4% or $134,408 at 6%; with 100% employer match about $151,209 at 4% or $100,806 at 6%.
Carlos a. Lopez, M.D. Money Purchase Pension Plan-4$354,370$48,387$12,097iApproximate average salary by contribution assumption: employee only about $302,419 at 4% or $201,613 at 6%; with 50% employer match about $201,613 at 4% or $134,408 at 6%; with 100% employer match about $151,209 at 4% or $100,806 at 6%.
200413$280,945$44,394$14,798iApproximate average salary by contribution assumption: employee only about $369,950 at 4% or $246,633 at 6%; with 50% employer match about $246,633 at 4% or $164,422 at 6%; with 100% employer match about $184,975 at 4% or $123,317 at 6%.
Carlos a. Lopez, M.D. Money Purchase Pension Plan-3$280,945$44,394$14,798iApproximate average salary by contribution assumption: employee only about $369,950 at 4% or $246,633 at 6%; with 50% employer match about $246,633 at 4% or $164,422 at 6%; with 100% employer match about $184,975 at 4% or $123,317 at 6%.
200313$0$0-
Carlos a. Lopez, M.D. Money Purchase Pension Plan-3---
200213$0$0-
Carlos a. Lopez, M.D. Money Purchase Pension Plan-3---
200123$0$0-
CARLOS A. LOPEZ, M.D. PROFIT SHARING PLAN-0---
Carlos a. Lopez, M.D. Money Purchase Pension Plan-3---
200022$93,778$68,460$34,230iApproximate average salary by contribution assumption: employee only about $855,750 at 4% or $570,500 at 6%; with 50% employer match about $570,500 at 4% or $380,333 at 6%; with 100% employer match about $427,875 at 4% or $285,250 at 6%.
Carlos a. Lopez, M.D. Money Purchase Pension Plan-2$83,138$68,460$34,230iApproximate average salary by contribution assumption: employee only about $855,750 at 4% or $570,500 at 6%; with 50% employer match about $570,500 at 4% or $380,333 at 6%; with 100% employer match about $427,875 at 4% or $285,250 at 6%.
CARLOS A. LOPEZ, M.D. PROFIT SHARING PLAN-2$10,640--
199911$16,000$16,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
Carlos a. Lopez, M.D. Money Purchase Pension Plan-1$16,000$16,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.