Joanne Lopes, MD PC
Plan context: Joanne Lopes, MD PC 401(K) Profit Sharing Plan and Trust
EIN 54-2014974 • Virginia Beach, VA • 19 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
7
2024 Assets
$459,946
2024 Contributions
$7,176
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 | 0 | $0 | $7,176 | - |
| Joanne Lopes, MD PC 401(K) Profit Sharing Plan and Trust | - | 0 | $0 | $7,176 | - |
| 2023 | 1 | 7 | $459,946 | $114,442 | $16,349iApproximate average salary by contribution assumption: employee only about $408,721 at 4% or $272,481 at 6%; with 50% employer match about $272,481 at 4% or $181,654 at 6%; with 100% employer match about $204,361 at 4% or $136,240 at 6%. |
| Joanne Lopes, MD PC 401(K) Profit Sharing Plan and Trust | - | 7 | $459,946 | $114,442 | $16,349iApproximate average salary by contribution assumption: employee only about $408,721 at 4% or $272,481 at 6%; with 50% employer match about $272,481 at 4% or $181,654 at 6%; with 100% employer match about $204,361 at 4% or $136,240 at 6%. |
| 2022 | 1 | 6 | $313,125 | $57,570 | $9,595iApproximate average salary by contribution assumption: employee only about $239,875 at 4% or $159,917 at 6%; with 50% employer match about $159,917 at 4% or $106,611 at 6%; with 100% employer match about $119,938 at 4% or $79,958 at 6%. |
| Joanne Lopes, MD PC 401(K) Profit Sharing Plan and Trust | - | 6 | $313,125 | $57,570 | $9,595iApproximate average salary by contribution assumption: employee only about $239,875 at 4% or $159,917 at 6%; with 50% employer match about $159,917 at 4% or $106,611 at 6%; with 100% employer match about $119,938 at 4% or $79,958 at 6%. |
| 2021 | 1 | 5 | $315,217 | $55,810 | $11,162iApproximate average salary by contribution assumption: employee only about $279,050 at 4% or $186,033 at 6%; with 50% employer match about $186,033 at 4% or $124,022 at 6%; with 100% employer match about $139,525 at 4% or $93,017 at 6%. |
| Joanne Lopes, MD PC 401(K) Profit Sharing Plan and Trust | - | 5 | $315,217 | $55,810 | $11,162iApproximate average salary by contribution assumption: employee only about $279,050 at 4% or $186,033 at 6%; with 50% employer match about $186,033 at 4% or $124,022 at 6%; with 100% employer match about $139,525 at 4% or $93,017 at 6%. |
| 2020 | 1 | 5 | $228,671 | $62,578 | $12,516iApproximate average salary by contribution assumption: employee only about $312,890 at 4% or $208,593 at 6%; with 50% employer match about $208,593 at 4% or $139,062 at 6%; with 100% employer match about $156,445 at 4% or $104,297 at 6%. |
| Joanne Lopes, MD PC 401(K) Profit Sharing Plan and Trust | - | 5 | $228,671 | $62,578 | $12,516iApproximate average salary by contribution assumption: employee only about $312,890 at 4% or $208,593 at 6%; with 50% employer match about $208,593 at 4% or $139,062 at 6%; with 100% employer match about $156,445 at 4% or $104,297 at 6%. |
| 2019 | 1 | 5 | $307,975 | $38,059 | $7,612iApproximate average salary by contribution assumption: employee only about $190,295 at 4% or $126,863 at 6%; with 50% employer match about $126,863 at 4% or $84,576 at 6%; with 100% employer match about $95,148 at 4% or $63,432 at 6%. |
| Joanne Lopes, MD PC 401(K) Profit Sharing Plan and Trust | - | 5 | $307,975 | $38,059 | $7,612iApproximate average salary by contribution assumption: employee only about $190,295 at 4% or $126,863 at 6%; with 50% employer match about $126,863 at 4% or $84,576 at 6%; with 100% employer match about $95,148 at 4% or $63,432 at 6%. |
| 2018 | 1 | 6 | $222,126 | $47,149 | $7,858iApproximate average salary by contribution assumption: employee only about $196,454 at 4% or $130,969 at 6%; with 50% employer match about $130,969 at 4% or $87,313 at 6%; with 100% employer match about $98,227 at 4% or $65,485 at 6%. |
| Joanne Lopes, MD PC 401(K) Profit Sharing Plan and Trust | - | 6 | $222,126 | $47,149 | $7,858iApproximate average salary by contribution assumption: employee only about $196,454 at 4% or $130,969 at 6%; with 50% employer match about $130,969 at 4% or $87,313 at 6%; with 100% employer match about $98,227 at 4% or $65,485 at 6%. |
| 2017 | 2 | 6 | $201,299 | $189,882 | $31,647iApproximate average salary by contribution assumption: employee only about $791,175 at 4% or $527,450 at 6%; with 50% employer match about $527,450 at 4% or $351,633 at 6%; with 100% employer match about $395,588 at 4% or $263,725 at 6%. |
| Joanne Lopes, MD PC 401(K) Profit Sharing Plan and Trust | - | 6 | $201,299 | $189,882 | $31,647iApproximate average salary by contribution assumption: employee only about $791,175 at 4% or $527,450 at 6%; with 50% employer match about $527,450 at 4% or $351,633 at 6%; with 100% employer match about $395,588 at 4% or $263,725 at 6%. |
| Joanne Lopes, MD PC 401(K) Profit Sharing Plan and Trust | - | 0 | $0 | $0 | - |
| 2016 | 1 | 6 | $1,810 | $0 | - |
| Joanne Lopes, MD PC 401(K) Profit Sharing Plan and Trust | - | 6 | $1,810 | $0 | - |
| 2015 | 1 | 6 | $3,476 | $0 | - |
| Joanne Lopes, MD PC 401(K) Profit Sharing Plan and Trust | - | 6 | $3,476 | $0 | - |
| 2014 | 1 | 6 | $5,228 | $0 | - |
| Joanne Lopes, MD PC 401(K) Profit Sharing Plan and Trust | - | 6 | $5,228 | $0 | - |
| 2013 | 1 | 6 | $6,831 | $0 | - |
| Joanne Lopes, MD PC 401(K) Profit Sharing Plan and Trust | - | 6 | $6,831 | $0 | - |
| 2012 | 1 | 4 | $7,257 | $6,004 | $1,501iApproximate average salary by contribution assumption: employee only about $37,525 at 4% or $25,017 at 6%; with 50% employer match about $25,017 at 4% or $16,678 at 6%; with 100% employer match about $18,763 at 4% or $12,508 at 6%. |
| Joanne Lopes, MD PC 401(K) Profit Sharing Plan and Trust | - | 4 | $7,257 | $6,004 | $1,501iApproximate average salary by contribution assumption: employee only about $37,525 at 4% or $25,017 at 6%; with 50% employer match about $25,017 at 4% or $16,678 at 6%; with 100% employer match about $18,763 at 4% or $12,508 at 6%. |
| 2011 | 1 | 6 | $69,389 | $0 | - |
| Joanne Lopes, MD PC 401(K) Profit Sharing Plan and Trust | - | 6 | $69,389 | $0 | - |
| 2010 | 2 | 6 | $127,724 | $21,160 | $3,527iApproximate average salary by contribution assumption: employee only about $88,167 at 4% or $58,778 at 6%; with 50% employer match about $58,778 at 4% or $39,185 at 6%; with 100% employer match about $44,083 at 4% or $29,389 at 6%. |
| Joanne Lopes, MD PC 401(K) Profit Sharing Plan and Trust | - | 6 | $73,233 | $0 | - |
| Joanne Lopes, MD PC 401(K) Profit Sharing Plan and Trust | - | 6 | $54,491 | $21,160 | $3,527iApproximate average salary by contribution assumption: employee only about $88,167 at 4% or $58,778 at 6%; with 50% employer match about $58,778 at 4% or $39,185 at 6%; with 100% employer match about $44,083 at 4% or $29,389 at 6%. |
| 2009 | 1 | 6 | $63,499 | $0 | - |
| Joanne Lopes, MD PC 401(K) Profit Sharing Plan and Trust | - | 6 | $63,499 | $0 | - |
| 2007 | 1 | 7 | $0 | $0 | - |
| Joanne Lopes, MD PC 401(K) Profit Sharing Plan and Trust | - | 7 | - | - | - |