R.E. Lopez & Associates PC.
Plan context: R.E. Lopez & Associates PC. 401(K) Plan
EIN 45-4454606 • Plano, TX • 10 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
15
2024 Assets
$1,177,599
2024 Contributions
$138,187
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 15 | $1,177,599 | $138,187 | $9,212iApproximate average salary by contribution assumption: employee only about $230,312 at 4% or $153,541 at 6%; with 50% employer match about $153,541 at 4% or $102,361 at 6%; with 100% employer match about $115,156 at 4% or $76,771 at 6%. |
| R.E. Lopez & Associates PC. 401(K) Plan | - | 15 | $1,177,599 | $138,187 | $9,212iApproximate average salary by contribution assumption: employee only about $230,312 at 4% or $153,541 at 6%; with 50% employer match about $153,541 at 4% or $102,361 at 6%; with 100% employer match about $115,156 at 4% or $76,771 at 6%. |
| 2023 | 1 | 15 | $925,616 | $172,711 | $11,514iApproximate average salary by contribution assumption: employee only about $287,852 at 4% or $191,901 at 6%; with 50% employer match about $191,901 at 4% or $127,934 at 6%; with 100% employer match about $143,926 at 4% or $95,951 at 6%. |
| R.E. Lopez & Associates PC. 401(K) Plan | - | 15 | $925,616 | $172,711 | $11,514iApproximate average salary by contribution assumption: employee only about $287,852 at 4% or $191,901 at 6%; with 50% employer match about $191,901 at 4% or $127,934 at 6%; with 100% employer match about $143,926 at 4% or $95,951 at 6%. |
| 2022 | 1 | 14 | $640,961 | $79,800 | $5,700iApproximate average salary by contribution assumption: employee only about $142,500 at 4% or $95,000 at 6%; with 50% employer match about $95,000 at 4% or $63,333 at 6%; with 100% employer match about $71,250 at 4% or $47,500 at 6%. |
| R.E. Lopez & Associates PC. 401(K) Plan | - | 14 | $640,961 | $79,800 | $5,700iApproximate average salary by contribution assumption: employee only about $142,500 at 4% or $95,000 at 6%; with 50% employer match about $95,000 at 4% or $63,333 at 6%; with 100% employer match about $71,250 at 4% or $47,500 at 6%. |
| 2021 | 1 | 13 | $812,131 | $43,124 | $3,317iApproximate average salary by contribution assumption: employee only about $82,931 at 4% or $55,287 at 6%; with 50% employer match about $55,287 at 4% or $36,858 at 6%; with 100% employer match about $41,465 at 4% or $27,644 at 6%. |
| R.E. Lopez & Associates PC. 401(K) Plan | - | 13 | $812,131 | $43,124 | $3,317iApproximate average salary by contribution assumption: employee only about $82,931 at 4% or $55,287 at 6%; with 50% employer match about $55,287 at 4% or $36,858 at 6%; with 100% employer match about $41,465 at 4% or $27,644 at 6%. |
| 2020 | 1 | 12 | $694,174 | $100,346 | $8,362iApproximate average salary by contribution assumption: employee only about $209,054 at 4% or $139,369 at 6%; with 50% employer match about $139,369 at 4% or $92,913 at 6%; with 100% employer match about $104,527 at 4% or $69,685 at 6%. |
| R.E. Lopez & Associates PC. 401(K) Plan | - | 12 | $694,174 | $100,346 | $8,362iApproximate average salary by contribution assumption: employee only about $209,054 at 4% or $139,369 at 6%; with 50% employer match about $139,369 at 4% or $92,913 at 6%; with 100% employer match about $104,527 at 4% or $69,685 at 6%. |
| 2019 | 1 | 12 | $502,925 | $149,150 | $12,429iApproximate average salary by contribution assumption: employee only about $310,729 at 4% or $207,153 at 6%; with 50% employer match about $207,153 at 4% or $138,102 at 6%; with 100% employer match about $155,365 at 4% or $103,576 at 6%. |
| R.E. Lopez & Associates PC. 401(K) Plan | - | 12 | $502,925 | $149,150 | $12,429iApproximate average salary by contribution assumption: employee only about $310,729 at 4% or $207,153 at 6%; with 50% employer match about $207,153 at 4% or $138,102 at 6%; with 100% employer match about $155,365 at 4% or $103,576 at 6%. |
| 2018 | 1 | 12 | $341,938 | $90,110 | $7,509iApproximate average salary by contribution assumption: employee only about $187,729 at 4% or $125,153 at 6%; with 50% employer match about $125,153 at 4% or $83,435 at 6%; with 100% employer match about $93,865 at 4% or $62,576 at 6%. |
| R.E. Lopez & Associates PC. 401(K) Plan | - | 12 | $341,938 | $90,110 | $7,509iApproximate average salary by contribution assumption: employee only about $187,729 at 4% or $125,153 at 6%; with 50% employer match about $125,153 at 4% or $83,435 at 6%; with 100% employer match about $93,865 at 4% or $62,576 at 6%. |
| 2017 | 1 | 12 | $298,868 | $105,509 | $8,792iApproximate average salary by contribution assumption: employee only about $219,810 at 4% or $146,540 at 6%; with 50% employer match about $146,540 at 4% or $97,694 at 6%; with 100% employer match about $109,905 at 4% or $73,270 at 6%. |
| R.E. Lopez & Associates PC. 401(K) Plan | - | 12 | $298,868 | $105,509 | $8,792iApproximate average salary by contribution assumption: employee only about $219,810 at 4% or $146,540 at 6%; with 50% employer match about $146,540 at 4% or $97,694 at 6%; with 100% employer match about $109,905 at 4% or $73,270 at 6%. |
| 2016 | 1 | 9 | $183,889 | $113,627 | $12,625iApproximate average salary by contribution assumption: employee only about $315,631 at 4% or $210,420 at 6%; with 50% employer match about $210,420 at 4% or $140,280 at 6%; with 100% employer match about $157,815 at 4% or $105,210 at 6%. |
| R.E. Lopez & Associates PC. 401(K) Plan | - | 9 | $183,889 | $113,627 | $12,625iApproximate average salary by contribution assumption: employee only about $315,631 at 4% or $210,420 at 6%; with 50% employer match about $210,420 at 4% or $140,280 at 6%; with 100% employer match about $157,815 at 4% or $105,210 at 6%. |
| 2015 | 1 | 8 | $62,635 | $62,759 | $7,845iApproximate average salary by contribution assumption: employee only about $196,122 at 4% or $130,748 at 6%; with 50% employer match about $130,748 at 4% or $87,165 at 6%; with 100% employer match about $98,061 at 4% or $65,374 at 6%. |
| R.E. Lopez & Associates PC. 401(K) Plan | - | 8 | $62,635 | $62,759 | $7,845iApproximate average salary by contribution assumption: employee only about $196,122 at 4% or $130,748 at 6%; with 50% employer match about $130,748 at 4% or $87,165 at 6%; with 100% employer match about $98,061 at 4% or $65,374 at 6%. |