Civic Intelligence

Lopez Insurance Services Inc.

Plan context: Lopez Insurance Services Retirement Plan

EIN 84-3272334 • 3 filings • 1 plans

Current Snapshot

Latest Year

2021

2021 Participants

2

2021 Assets

$527

2021 Contributions

$115,545

Historical Graphs

Total Assets Over Time

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

$77,140$38,570$020192020YearValue
$527Latest year 2020

Participants Over Time

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

21020192020YearValue
2Latest year 2020

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
202110$0$0-
Lopez Insurance Services Retirement Plan-0---
202012$527$0-
Lopez Insurance Services Retirement Plan-2$527--
201912$77,140$115,545$57,773iApproximate average salary by contribution assumption: employee only about $1,444,313 at 4% or $962,875 at 6%; with 50% employer match about $962,875 at 4% or $641,917 at 6%; with 100% employer match about $722,156 at 4% or $481,438 at 6%.
Lopez Insurance Services Retirement Plan-2$77,140$115,545$57,773iApproximate average salary by contribution assumption: employee only about $1,444,313 at 4% or $962,875 at 6%; with 50% employer match about $962,875 at 4% or $641,917 at 6%; with 100% employer match about $722,156 at 4% or $481,438 at 6%.