Civic Intelligence

Wendy Lopez Associates Inc.

Plan context: Wendy Lopez Associates 401 K Savings Plan

EIN 75-2249945 • 26 filings • 9 plans

Current Snapshot

Latest Year

2009

2009 Participants

187

2009 Assets

$4,869,508

2009 Contributions

$1,002,312

Historical Graphs

Total Assets Over Time

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

$7,692,132$3,846,066$0199920052008YearValue
$4,869,508Latest year 2008

Participants Over Time

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

3891950199920042008YearValue
187Latest year 2008

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
200910$0$0-
Wendy Lopez Associates 401 K Savings Plan-0---
20081187$4,869,508$1,002,312$5,360iApproximate average salary by contribution assumption: employee only about $133,999 at 4% or $89,333 at 6%; with 50% employer match about $89,333 at 4% or $59,555 at 6%; with 100% employer match about $66,999 at 4% or $44,666 at 6%.
Wendy Lopez Associates 401 K Savings Plan-187$4,869,508$1,002,312$5,360iApproximate average salary by contribution assumption: employee only about $133,999 at 4% or $89,333 at 6%; with 50% employer match about $89,333 at 4% or $59,555 at 6%; with 100% employer match about $66,999 at 4% or $44,666 at 6%.
20074389$6,972,984$1,087,951$2,797iApproximate average salary by contribution assumption: employee only about $69,920 at 4% or $46,613 at 6%; with 50% employer match about $46,613 at 4% or $31,075 at 6%; with 100% employer match about $34,960 at 4% or $23,307 at 6%.
Wendy Lopez Associates 401 K Savings Plan-195$6,972,984$1,087,951$5,579iApproximate average salary by contribution assumption: employee only about $139,481 at 4% or $92,987 at 6%; with 50% employer match about $92,987 at 4% or $61,992 at 6%; with 100% employer match about $69,740 at 4% or $46,494 at 6%.
LOPEZGARCIA GROUP LIFE/AD&D INSURANCE PLAN-197---
LOPEZGARCIA GROUP EMPLOYEE HEALTHCARE PLAN-389---
LOPEZGARCIA GROUP DISABILITY INSURANCE PLAN-197---
20064336$6,650,623$1,101,383$3,278iApproximate average salary by contribution assumption: employee only about $81,948 at 4% or $54,632 at 6%; with 50% employer match about $54,632 at 4% or $36,421 at 6%; with 100% employer match about $40,974 at 4% or $27,316 at 6%.
Wendy Lopez Associates 401 K Savings Plan-166$6,650,623$1,101,383$6,635iApproximate average salary by contribution assumption: employee only about $165,871 at 4% or $110,581 at 6%; with 50% employer match about $110,581 at 4% or $73,720 at 6%; with 100% employer match about $82,935 at 4% or $55,290 at 6%.
LOPEZGARCIA GROUP DIABILITY INSURANCE PLAN-170---
LOPEZGARCIA GROUP EMPLOYEE HEALTHCARE PLAN-336---
LOPEZGARCIA GROUP LIFE/AD&D INSURANCE PLAN-171---
20054171$6,013,976$808,951$4,731iApproximate average salary by contribution assumption: employee only about $118,268 at 4% or $78,845 at 6%; with 50% employer match about $78,845 at 4% or $52,563 at 6%; with 100% employer match about $59,134 at 4% or $39,423 at 6%.
Wendy Lopez Associates 401 K Savings Plan-166$6,013,976$808,951$4,873iApproximate average salary by contribution assumption: employee only about $121,830 at 4% or $81,220 at 6%; with 50% employer match about $81,220 at 4% or $54,147 at 6%; with 100% employer match about $60,915 at 4% or $40,610 at 6%.
LOPEZGARCIA GROUP DIABILITY INSURANCE PLAN-171---
LOPEZGARCIA GROUP LIFE/AD&D INSURANCE PLAN-171---
LOPEZGARCIA GROUP EMPLOYEE HEALTHCARE PLAN-0---
20044166$6,815,729$929,182$5,597iApproximate average salary by contribution assumption: employee only about $139,937 at 4% or $93,291 at 6%; with 50% employer match about $93,291 at 4% or $62,194 at 6%; with 100% employer match about $69,969 at 4% or $46,646 at 6%.
Wendy Lopez Associates 401 K Savings Plan-166$6,815,729$929,182$5,597iApproximate average salary by contribution assumption: employee only about $139,937 at 4% or $93,291 at 6%; with 50% employer match about $93,291 at 4% or $62,194 at 6%; with 100% employer match about $69,969 at 4% or $46,646 at 6%.
LOPEZGARCIA GROUP DIABILITY INSURANCE PLAN-155---
LOPEZGARCIA GROUP LIFE/AD&D INSURANCE PLAN-147---
LOPEZGARCIA GROUP EMPLOYEE HEALTHCARE PLAN-144---
20034239$7,692,132$800,472$3,349iApproximate average salary by contribution assumption: employee only about $83,731 at 4% or $55,821 at 6%; with 50% employer match about $55,821 at 4% or $37,214 at 6%; with 100% employer match about $41,866 at 4% or $27,910 at 6%.
Wendy Lopez Associates 401 K Savings Plan-239$7,692,132$800,472$3,349iApproximate average salary by contribution assumption: employee only about $83,731 at 4% or $55,821 at 6%; with 50% employer match about $55,821 at 4% or $37,214 at 6%; with 100% employer match about $41,866 at 4% or $27,910 at 6%.
LOPEZGARCIA GROUP DISABILITY INSURANCE PLAN-204---
LOPEZGARCIA GROUP LIFE/AD&D INSURANCE PLAN-179---
LOPEZGARCIA GROUP EMPLOYEE HEALTHCARE PLAN-0---
20021220$6,206,651$805,219$3,660iApproximate average salary by contribution assumption: employee only about $91,502 at 4% or $61,001 at 6%; with 50% employer match about $61,001 at 4% or $40,668 at 6%; with 100% employer match about $45,751 at 4% or $30,501 at 6%.
Wendy Lopez Associates 401 K Savings Plan-220$6,206,651$805,219$3,660iApproximate average salary by contribution assumption: employee only about $91,502 at 4% or $61,001 at 6%; with 50% employer match about $61,001 at 4% or $40,668 at 6%; with 100% employer match about $45,751 at 4% or $30,501 at 6%.
20011118$0$0-
Wendy Lopez Associates 401 K Savings Plan-118---
20001108$0$0-
Wendy Lopez Associates 401 K Savings Plan-108---
1999186$1,364,185$391,972$4,558iApproximate average salary by contribution assumption: employee only about $113,945 at 4% or $75,964 at 6%; with 50% employer match about $75,964 at 4% or $50,642 at 6%; with 100% employer match about $56,973 at 4% or $37,982 at 6%.
Wendy Lopez Associates 401 K Savings Plan-86$1,364,185$391,972$4,558iApproximate average salary by contribution assumption: employee only about $113,945 at 4% or $75,964 at 6%; with 50% employer match about $75,964 at 4% or $50,642 at 6%; with 100% employer match about $56,973 at 4% or $37,982 at 6%.