Original filing (PDF)20250729160012NAL0003068417003

JAMES A LOPEZ CPA PC LOPEZ

Name: JAMES A LOPEZ CPA PC LOPEZ — JAMEZ LOPEZ CPA 401(K) PLAN, Form 5500 (2024)
Creator: JAMES A LOPEZ CPA PC LOPEZ

Form 5500-SF

FILING_RECEIVED

JAMEZ LOPEZ CPA 401(K) PLAN

401(k) retirement plan

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$168K

Net assets (EOY)

$168K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES A LOPEZ CPA PC LOPEZ.

Plan sponsor

Name

JAMES A LOPEZ CPA PC LOPEZ

EIN

13-4040480all filings

Address

262 ROUTE 303 · VALLEY COTTAGE, NY · 10989

Phone

(845) 268-5954

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-29

Pension benefit codes

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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