Lopez Wealth Management Group LLC
Plan context: Lopez Wealth Management Group LLC 401(K) Retirement Plan
EIN 54-1987856 • Abingdon, VA • 13 filings • 3 plans
Current Snapshot
Latest Year
2019
2019 Participants
10
2019 Assets
$1,278,561
2019 Contributions
$137,984
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 |
|---|---|---|---|---|---|
| 2019 | 2 | 10 | $1,278,561 | $137,984 | $13,798iApproximate average salary by contribution assumption: employee only about $344,960 at 4% or $229,973 at 6%; with 50% employer match about $229,973 at 4% or $153,316 at 6%; with 100% employer match about $172,480 at 4% or $114,987 at 6%. |
| Lopez Wealth Management Group LLC 401(K) Retirement Plan | - | 10 | $1,278,561 | $103,794 | $10,379iApproximate average salary by contribution assumption: employee only about $259,485 at 4% or $172,990 at 6%; with 50% employer match about $172,990 at 4% or $115,327 at 6%; with 100% employer match about $129,743 at 4% or $86,495 at 6%. |
| Lopez Wealth Management Group LLC 401(K) Retirement Plan | - | 0 | $0 | $34,190 | - |
| 2018 | 1 | 9 | $986,946 | $128,312 | $14,257iApproximate average salary by contribution assumption: employee only about $356,422 at 4% or $237,615 at 6%; with 50% employer match about $237,615 at 4% or $158,410 at 6%; with 100% employer match about $178,211 at 4% or $118,807 at 6%. |
| Lopez Wealth Management Group LLC 401(K) Retirement Plan | - | 9 | $986,946 | $128,312 | $14,257iApproximate average salary by contribution assumption: employee only about $356,422 at 4% or $237,615 at 6%; with 50% employer match about $237,615 at 4% or $158,410 at 6%; with 100% employer match about $178,211 at 4% or $118,807 at 6%. |
| 2017 | 1 | 7 | $1,045,549 | $92,438 | $13,205iApproximate average salary by contribution assumption: employee only about $330,136 at 4% or $220,090 at 6%; with 50% employer match about $220,090 at 4% or $146,727 at 6%; with 100% employer match about $165,068 at 4% or $110,045 at 6%. |
| Lopez Wealth Management Group LLC 401(K) Retirement Plan | - | 7 | $1,045,549 | $92,438 | $13,205iApproximate average salary by contribution assumption: employee only about $330,136 at 4% or $220,090 at 6%; with 50% employer match about $220,090 at 4% or $146,727 at 6%; with 100% employer match about $165,068 at 4% or $110,045 at 6%. |
| 2016 | 1 | 7 | $855,917 | $91,679 | $13,097iApproximate average salary by contribution assumption: employee only about $327,425 at 4% or $218,283 at 6%; with 50% employer match about $218,283 at 4% or $145,522 at 6%; with 100% employer match about $163,713 at 4% or $109,142 at 6%. |
| Lopez Wealth Management Group LLC 401(K) Retirement Plan | - | 7 | $855,917 | $91,679 | $13,097iApproximate average salary by contribution assumption: employee only about $327,425 at 4% or $218,283 at 6%; with 50% employer match about $218,283 at 4% or $145,522 at 6%; with 100% employer match about $163,713 at 4% or $109,142 at 6%. |
| 2015 | 1 | 5 | $632,334 | $73,658 | $14,732iApproximate average salary by contribution assumption: employee only about $368,290 at 4% or $245,527 at 6%; with 50% employer match about $245,527 at 4% or $163,684 at 6%; with 100% employer match about $184,145 at 4% or $122,763 at 6%. |
| Lopez Wealth Management Group LLC 401(K) Retirement Plan | - | 5 | $632,334 | $73,658 | $14,732iApproximate average salary by contribution assumption: employee only about $368,290 at 4% or $245,527 at 6%; with 50% employer match about $245,527 at 4% or $163,684 at 6%; with 100% employer match about $184,145 at 4% or $122,763 at 6%. |
| 2014 | 1 | 6 | $911,550 | $85,086 | $14,181iApproximate average salary by contribution assumption: employee only about $354,525 at 4% or $236,350 at 6%; with 50% employer match about $236,350 at 4% or $157,567 at 6%; with 100% employer match about $177,263 at 4% or $118,175 at 6%. |
| Lopez Wealth Management Group LLC 401(K) Retirement Plan | - | 6 | $911,550 | $85,086 | $14,181iApproximate average salary by contribution assumption: employee only about $354,525 at 4% or $236,350 at 6%; with 50% employer match about $236,350 at 4% or $157,567 at 6%; with 100% employer match about $177,263 at 4% or $118,175 at 6%. |
| 2013 | 1 | 5 | $838,114 | $92,065 | $18,413iApproximate average salary by contribution assumption: employee only about $460,325 at 4% or $306,883 at 6%; with 50% employer match about $306,883 at 4% or $204,589 at 6%; with 100% employer match about $230,163 at 4% or $153,442 at 6%. |
| Lopez Wealth Management Group LLC 401(K) Retirement Plan | - | 5 | $838,114 | $92,065 | $18,413iApproximate average salary by contribution assumption: employee only about $460,325 at 4% or $306,883 at 6%; with 50% employer match about $306,883 at 4% or $204,589 at 6%; with 100% employer match about $230,163 at 4% or $153,442 at 6%. |
| 2012 | 1 | 5 | $602,050 | $81,766 | $16,353iApproximate average salary by contribution assumption: employee only about $408,830 at 4% or $272,553 at 6%; with 50% employer match about $272,553 at 4% or $181,702 at 6%; with 100% employer match about $204,415 at 4% or $136,277 at 6%. |
| Lopez Wealth Management Group LLC 401(K) Retirement Plan | - | 5 | $602,050 | $81,766 | $16,353iApproximate average salary by contribution assumption: employee only about $408,830 at 4% or $272,553 at 6%; with 50% employer match about $272,553 at 4% or $181,702 at 6%; with 100% employer match about $204,415 at 4% or $136,277 at 6%. |
| 2011 | 1 | 6 | $449,658 | $89,556 | $14,926iApproximate average salary by contribution assumption: employee only about $373,150 at 4% or $248,767 at 6%; with 50% employer match about $248,767 at 4% or $165,844 at 6%; with 100% employer match about $186,575 at 4% or $124,383 at 6%. |
| Lopez Wealth Management Group LLC 401(K) Retirement Plan | - | 6 | $449,658 | $89,556 | $14,926iApproximate average salary by contribution assumption: employee only about $373,150 at 4% or $248,767 at 6%; with 50% employer match about $248,767 at 4% or $165,844 at 6%; with 100% employer match about $186,575 at 4% or $124,383 at 6%. |
| 2010 | 1 | 6 | $384,623 | $77,051 | $12,842iApproximate average salary by contribution assumption: employee only about $321,046 at 4% or $214,031 at 6%; with 50% employer match about $214,031 at 4% or $142,687 at 6%; with 100% employer match about $160,523 at 4% or $107,015 at 6%. |
| Lopez Wealth Management Group LLC 401(K) Retirement Plan | - | 6 | $384,623 | $77,051 | $12,842iApproximate average salary by contribution assumption: employee only about $321,046 at 4% or $214,031 at 6%; with 50% employer match about $214,031 at 4% or $142,687 at 6%; with 100% employer match about $160,523 at 4% or $107,015 at 6%. |
| 2009 | 1 | 6 | $270,274 | $76,527 | $12,755iApproximate average salary by contribution assumption: employee only about $318,863 at 4% or $212,575 at 6%; with 50% employer match about $212,575 at 4% or $141,717 at 6%; with 100% employer match about $159,431 at 4% or $106,288 at 6%. |
| Lopez Wealth Management Group LLC 401(K) Retirement Plan | - | 6 | $270,274 | $76,527 | $12,755iApproximate average salary by contribution assumption: employee only about $318,863 at 4% or $212,575 at 6%; with 50% employer match about $212,575 at 4% or $141,717 at 6%; with 100% employer match about $159,431 at 4% or $106,288 at 6%. |
| 2007 | 1 | 5 | $0 | $0 | - |
| Lopez Wealth Management Group LLC 401(K) Retirement Plan | - | 5 | - | - | - |