Civic Intelligence

Marco a. Lopez, Jr., M.D., P.A.

Plan context: Marco a. Lopez, Jr., M.D., P.A. Profit Sharing Plan & Trust

EIN 74-2183068 • 17 filings • 3 plans

Current Snapshot

Latest Year

2010

2010 Participants

3

2010 Assets

$1,536,410

2010 Contributions

$36,000

Historical Graphs

Total Assets Over Time

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

$2,090,568$1,045,284$0199920062009YearValue
$1,536,410Latest year 2009

Participants Over Time

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

420199920042009YearValue
3Latest year 2009

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
201010$0$0-
Marco a. Lopez, Jr., M.D., P.A. Profit Sharing Plan & Trust-0---
200913$1,536,410$0-
Marco a. Lopez, Jr., M.D., P.A. Profit Sharing Plan & Trust-3$1,536,410--
200813$1,218,906$0-
Marco a. Lopez, Jr., M.D., P.A. Profit Sharing Plan & Trust-3$1,218,906--
200713$2,090,568$0-
Marco a. Lopez, Jr., M.D., P.A. Profit Sharing Plan & Trust-3$2,090,568--
200613$2,087,421$0-
Marco a. Lopez, Jr., M.D., P.A. Profit Sharing Plan & Trust-3$2,087,421--
200513$1,923,310$0-
Marco a. Lopez, Jr., M.D., P.A. Profit Sharing Plan & Trust-3$1,923,310--
200413$1,840,562$0-
Marco a. Lopez, Jr., M.D., P.A. Profit Sharing Plan & Trust-3$1,840,562--
200323$0$0-
Marco a. Lopez, Jr., M.D., P.A. Profit Sharing Plan & Trust-3---
Marco a. Lopez, Jr., M.D., P.A. Money Purchase Pension Plan-0---
200224$1,346,912$36,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
Marco a. Lopez, Jr., M.D., P.A. Money Purchase Pension Plan-4$708,784$29,245$7,311iApproximate average salary by contribution assumption: employee only about $182,781 at 4% or $121,854 at 6%; with 50% employer match about $121,854 at 4% or $81,236 at 6%; with 100% employer match about $91,391 at 4% or $60,927 at 6%.
Marco a. Lopez, Jr., M.D., P.A. Profit Sharing Plan & Trust-4$638,128$6,755$1,689iApproximate average salary by contribution assumption: employee only about $42,219 at 4% or $28,146 at 6%; with 50% employer match about $28,146 at 4% or $18,764 at 6%; with 100% employer match about $21,109 at 4% or $14,073 at 6%.
200124$0$0-
Marco a. Lopez, Jr., M.D., P.A. Money Purchase Pension Plan-4---
Marco a. Lopez, Jr., M.D., P.A. Profit Sharing Plan & Trust-4---
200023$0$0-
Marco a. Lopez, Jr., M.D., P.A. Profit Sharing Plan & Trust-3---
Marco a. Lopez, Jr., M.D., P.A. Money Purchase Pension Plan-3---
199924$1,875,197$30,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
Marco a. Lopez, Jr., M.D., P.A. Money Purchase Pension Plan-4$960,235$22,332$5,583iApproximate average salary by contribution assumption: employee only about $139,575 at 4% or $93,050 at 6%; with 50% employer match about $93,050 at 4% or $62,033 at 6%; with 100% employer match about $69,788 at 4% or $46,525 at 6%.
Marco a. Lopez, Jr., M.D., P.A. Profit Sharing Plan & Trust-4$914,962$7,668$1,917iApproximate average salary by contribution assumption: employee only about $47,925 at 4% or $31,950 at 6%; with 50% employer match about $31,950 at 4% or $21,300 at 6%; with 100% employer match about $23,963 at 4% or $15,975 at 6%.