Angel Lopez, Jr. D.M.D.
Plan context: Angel Lopez, Jr. DMD Money Purchase Plan and Trust
EIN 59-2217455 • Tampa, FL • 23 filings • 7 plans
Current Snapshot
Latest Year
2020
2020 Participants
3
2020 Assets
$2,538,989
2020 Contributions
$10,324
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 0 | $0 | $10,324 | - |
| Angel Lopez, Jr. DMD Money Purchase Plan and Trust | - | 0 | $0 | $10,324 | - |
| 2019 | 1 | 3 | $2,538,989 | $19,714 | $6,571iApproximate average salary by contribution assumption: employee only about $164,283 at 4% or $109,522 at 6%; with 50% employer match about $109,522 at 4% or $73,015 at 6%; with 100% employer match about $82,142 at 4% or $54,761 at 6%. |
| Angel Lopez, Jr. DMD Money Purchase Plan and Trust | - | 3 | $2,538,989 | $19,714 | $6,571iApproximate average salary by contribution assumption: employee only about $164,283 at 4% or $109,522 at 6%; with 50% employer match about $109,522 at 4% or $73,015 at 6%; with 100% employer match about $82,142 at 4% or $54,761 at 6%. |
| 2018 | 1 | 3 | $2,082,377 | $49,336 | $16,445iApproximate average salary by contribution assumption: employee only about $411,133 at 4% or $274,089 at 6%; with 50% employer match about $274,089 at 4% or $182,726 at 6%; with 100% employer match about $205,567 at 4% or $137,044 at 6%. |
| Angel Lopez, Jr. DMD Money Purchase Plan and Trust | - | 3 | $2,082,377 | $49,336 | $16,445iApproximate average salary by contribution assumption: employee only about $411,133 at 4% or $274,089 at 6%; with 50% employer match about $274,089 at 4% or $182,726 at 6%; with 100% employer match about $205,567 at 4% or $137,044 at 6%. |
| 2017 | 1 | 3 | $2,159,779 | $41,915 | $13,972iApproximate average salary by contribution assumption: employee only about $349,292 at 4% or $232,861 at 6%; with 50% employer match about $232,861 at 4% or $155,241 at 6%; with 100% employer match about $174,646 at 4% or $116,431 at 6%. |
| Angel Lopez, Jr. DMD Money Purchase Plan and Trust | - | 3 | $2,159,779 | $41,915 | $13,972iApproximate average salary by contribution assumption: employee only about $349,292 at 4% or $232,861 at 6%; with 50% employer match about $232,861 at 4% or $155,241 at 6%; with 100% employer match about $174,646 at 4% or $116,431 at 6%. |
| 2016 | 1 | 3 | $1,836,091 | $68,759 | $22,920iApproximate average salary by contribution assumption: employee only about $572,992 at 4% or $381,994 at 6%; with 50% employer match about $381,994 at 4% or $254,663 at 6%; with 100% employer match about $286,496 at 4% or $190,997 at 6%. |
| Angel Lopez, Jr. DMD Money Purchase Plan and Trust | - | 3 | $1,836,091 | $68,759 | $22,920iApproximate average salary by contribution assumption: employee only about $572,992 at 4% or $381,994 at 6%; with 50% employer match about $381,994 at 4% or $254,663 at 6%; with 100% employer match about $286,496 at 4% or $190,997 at 6%. |
| 2015 | 1 | 4 | $1,656,482 | $46,729 | $11,682iApproximate average salary by contribution assumption: employee only about $292,056 at 4% or $194,704 at 6%; with 50% employer match about $194,704 at 4% or $129,803 at 6%; with 100% employer match about $146,028 at 4% or $97,352 at 6%. |
| Angel Lopez, Jr. DMD Money Purchase Plan and Trust | - | 4 | $1,656,482 | $46,729 | $11,682iApproximate average salary by contribution assumption: employee only about $292,056 at 4% or $194,704 at 6%; with 50% employer match about $194,704 at 4% or $129,803 at 6%; with 100% employer match about $146,028 at 4% or $97,352 at 6%. |
| 2014 | 1 | 4 | $1,644,205 | $43,076 | $10,769iApproximate average salary by contribution assumption: employee only about $269,225 at 4% or $179,483 at 6%; with 50% employer match about $179,483 at 4% or $119,656 at 6%; with 100% employer match about $134,613 at 4% or $89,742 at 6%. |
| Angel Lopez Jr DMD Profit Sharing Plan and Trust | - | 4 | $1,644,205 | $43,076 | $10,769iApproximate average salary by contribution assumption: employee only about $269,225 at 4% or $179,483 at 6%; with 50% employer match about $179,483 at 4% or $119,656 at 6%; with 100% employer match about $134,613 at 4% or $89,742 at 6%. |
| 2013 | 1 | 3 | $1,490,918 | $44,964 | $14,988iApproximate average salary by contribution assumption: employee only about $374,700 at 4% or $249,800 at 6%; with 50% employer match about $249,800 at 4% or $166,533 at 6%; with 100% employer match about $187,350 at 4% or $124,900 at 6%. |
| Angel Lopez Jr DMD Profit Sharing Plan and Trust | - | 3 | $1,490,918 | $44,964 | $14,988iApproximate average salary by contribution assumption: employee only about $374,700 at 4% or $249,800 at 6%; with 50% employer match about $249,800 at 4% or $166,533 at 6%; with 100% employer match about $187,350 at 4% or $124,900 at 6%. |
| 2012 | 1 | 2 | $1,194,657 | $31,248 | $15,624iApproximate average salary by contribution assumption: employee only about $390,600 at 4% or $260,400 at 6%; with 50% employer match about $260,400 at 4% or $173,600 at 6%; with 100% employer match about $195,300 at 4% or $130,200 at 6%. |
| Angel Lopez Jr DMD Profit Sharing Plan and Trust | - | 2 | $1,194,657 | $31,248 | $15,624iApproximate average salary by contribution assumption: employee only about $390,600 at 4% or $260,400 at 6%; with 50% employer match about $260,400 at 4% or $173,600 at 6%; with 100% employer match about $195,300 at 4% or $130,200 at 6%. |
| 2011 | 1 | 2 | $1,116,566 | $43,138 | $21,569iApproximate average salary by contribution assumption: employee only about $539,225 at 4% or $359,483 at 6%; with 50% employer match about $359,483 at 4% or $239,656 at 6%; with 100% employer match about $269,613 at 4% or $179,742 at 6%. |
| Angel Lopez Jr DMD Profit Sharing Plan and Trust | - | 2 | $1,116,566 | $43,138 | $21,569iApproximate average salary by contribution assumption: employee only about $539,225 at 4% or $359,483 at 6%; with 50% employer match about $359,483 at 4% or $239,656 at 6%; with 100% employer match about $269,613 at 4% or $179,742 at 6%. |
| 2010 | 1 | 3 | $1,104,048 | $45,384 | $15,128iApproximate average salary by contribution assumption: employee only about $378,200 at 4% or $252,133 at 6%; with 50% employer match about $252,133 at 4% or $168,089 at 6%; with 100% employer match about $189,100 at 4% or $126,067 at 6%. |
| Angel Lopez Jr DMD Profit Sharing Plan and Trust | - | 3 | $1,104,048 | $45,384 | $15,128iApproximate average salary by contribution assumption: employee only about $378,200 at 4% or $252,133 at 6%; with 50% employer match about $252,133 at 4% or $168,089 at 6%; with 100% employer match about $189,100 at 4% or $126,067 at 6%. |
| 2009 | 1 | 3 | $942,930 | $46,144 | $15,381iApproximate average salary by contribution assumption: employee only about $384,533 at 4% or $256,356 at 6%; with 50% employer match about $256,356 at 4% or $170,904 at 6%; with 100% employer match about $192,267 at 4% or $128,178 at 6%. |
| Angel Lopez Jr DMD Profit Sharing Plan and Trust | - | 3 | $942,930 | $46,144 | $15,381iApproximate average salary by contribution assumption: employee only about $384,533 at 4% or $256,356 at 6%; with 50% employer match about $256,356 at 4% or $170,904 at 6%; with 100% employer match about $192,267 at 4% or $128,178 at 6%. |
| 2008 | 1 | 3 | $719,099 | $51,226 | $17,075iApproximate average salary by contribution assumption: employee only about $426,883 at 4% or $284,589 at 6%; with 50% employer match about $284,589 at 4% or $189,726 at 6%; with 100% employer match about $213,442 at 4% or $142,294 at 6%. |
| Angel Lopez Jr DMD Profit Sharing Plan and Trust | - | 3 | $719,099 | $51,226 | $17,075iApproximate average salary by contribution assumption: employee only about $426,883 at 4% or $284,589 at 6%; with 50% employer match about $284,589 at 4% or $189,726 at 6%; with 100% employer match about $213,442 at 4% or $142,294 at 6%. |
| 2007 | 1 | 3 | $1,006,513 | $50,000 | $16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%. |
| Angel Lopez Jr DMD Profit Sharing Plan and Trust | - | 3 | $1,006,513 | $50,000 | $16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%. |
| 2006 | 1 | 3 | $901,521 | $58,727 | $19,576iApproximate average salary by contribution assumption: employee only about $489,392 at 4% or $326,261 at 6%; with 50% employer match about $326,261 at 4% or $217,507 at 6%; with 100% employer match about $244,696 at 4% or $163,131 at 6%. |
| Angel Lopez Jr DMD Profit Sharing Plan and Trust | - | 3 | $901,521 | $58,727 | $19,576iApproximate average salary by contribution assumption: employee only about $489,392 at 4% or $326,261 at 6%; with 50% employer match about $326,261 at 4% or $217,507 at 6%; with 100% employer match about $244,696 at 4% or $163,131 at 6%. |
| 2005 | 1 | 3 | $733,851 | $56,727 | $18,909iApproximate average salary by contribution assumption: employee only about $472,725 at 4% or $315,150 at 6%; with 50% employer match about $315,150 at 4% or $210,100 at 6%; with 100% employer match about $236,363 at 4% or $157,575 at 6%. |
| Angel Lopez Jr DMD Profit Sharing Plan and Trust | - | 3 | $733,851 | $56,727 | $18,909iApproximate average salary by contribution assumption: employee only about $472,725 at 4% or $315,150 at 6%; with 50% employer match about $315,150 at 4% or $210,100 at 6%; with 100% employer match about $236,363 at 4% or $157,575 at 6%. |
| 2004 | 1 | 3 | $626,481 | $55,560 | $18,520iApproximate average salary by contribution assumption: employee only about $463,000 at 4% or $308,667 at 6%; with 50% employer match about $308,667 at 4% or $205,778 at 6%; with 100% employer match about $231,500 at 4% or $154,333 at 6%. |
| Angel Lopez Jr DMD Profit Sharing Plan and Trust | - | 3 | $626,481 | $55,560 | $18,520iApproximate average salary by contribution assumption: employee only about $463,000 at 4% or $308,667 at 6%; with 50% employer match about $308,667 at 4% or $205,778 at 6%; with 100% employer match about $231,500 at 4% or $154,333 at 6%. |
| 2003 | 2 | 3 | $503,883 | $55,218 | $18,406iApproximate average salary by contribution assumption: employee only about $460,150 at 4% or $306,767 at 6%; with 50% employer match about $306,767 at 4% or $204,511 at 6%; with 100% employer match about $230,075 at 4% or $153,383 at 6%. |
| Angel Lopez Jr DMD Profit Sharing Plan and Trust | - | 3 | $503,883 | $55,218 | $18,406iApproximate average salary by contribution assumption: employee only about $460,150 at 4% or $306,767 at 6%; with 50% employer match about $306,767 at 4% or $204,511 at 6%; with 100% employer match about $230,075 at 4% or $153,383 at 6%. |
| Angel Lopez, Jr. DMD Money Purchase Plan and Trust | - | 0 | - | - | - |
| 2002 | 1 | 2 | $345,059 | $45,253 | $22,627iApproximate average salary by contribution assumption: employee only about $565,663 at 4% or $377,108 at 6%; with 50% employer match about $377,108 at 4% or $251,406 at 6%; with 100% employer match about $282,831 at 4% or $188,554 at 6%. |
| Angel Lopez, Jr. DMD Money Purchase Plan and Trust | - | 2 | $345,059 | $45,253 | $22,627iApproximate average salary by contribution assumption: employee only about $565,663 at 4% or $377,108 at 6%; with 50% employer match about $377,108 at 4% or $251,406 at 6%; with 100% employer match about $282,831 at 4% or $188,554 at 6%. |
| 2001 | 1 | 2 | $368,022 | $36,374 | $18,187iApproximate average salary by contribution assumption: employee only about $454,675 at 4% or $303,117 at 6%; with 50% employer match about $303,117 at 4% or $202,078 at 6%; with 100% employer match about $227,338 at 4% or $151,558 at 6%. |
| Angel Lopez, Jr. DMD Money Purchase Plan and Trust | - | 2 | $368,022 | $36,374 | $18,187iApproximate average salary by contribution assumption: employee only about $454,675 at 4% or $303,117 at 6%; with 50% employer match about $303,117 at 4% or $202,078 at 6%; with 100% employer match about $227,338 at 4% or $151,558 at 6%. |
| 2000 | 1 | 3 | $371,639 | $37,129 | $12,376iApproximate average salary by contribution assumption: employee only about $309,408 at 4% or $206,272 at 6%; with 50% employer match about $206,272 at 4% or $137,515 at 6%; with 100% employer match about $154,704 at 4% or $103,136 at 6%. |
| Angel Lopez, Jr. DMD Money Purchase Plan and Trust | - | 3 | $371,639 | $37,129 | $12,376iApproximate average salary by contribution assumption: employee only about $309,408 at 4% or $206,272 at 6%; with 50% employer match about $206,272 at 4% or $137,515 at 6%; with 100% employer match about $154,704 at 4% or $103,136 at 6%. |
| 1999 | 1 | 3 | $332,548 | $35,059 | $11,686iApproximate average salary by contribution assumption: employee only about $292,158 at 4% or $194,772 at 6%; with 50% employer match about $194,772 at 4% or $129,848 at 6%; with 100% employer match about $146,079 at 4% or $97,386 at 6%. |
| Angel Lopez, Jr. DMD Money Purchase Plan and Trust | - | 3 | $332,548 | $35,059 | $11,686iApproximate average salary by contribution assumption: employee only about $292,158 at 4% or $194,772 at 6%; with 50% employer match about $194,772 at 4% or $129,848 at 6%; with 100% employer match about $146,079 at 4% or $97,386 at 6%. |