· 2022–2024 · DOL EFAST2

JM LOPEZ WEALTH ADVISORS, INC. — JM LOPEZ WEALTH ADVISORS, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)

Original filing (PDF)20250918093228NAL0001941314001

JM LOPEZ WEALTH ADVISORS, INC.

Form 5500-SF

FILING_RECEIVED

JM LOPEZ WEALTH ADVISORS, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

2

Accounts w/ balance

2

Plan assets (EOY)

$104K

Net assets (EOY)

$104K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

78

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JM LOPEZ WEALTH ADVISORS, INC..

Plan sponsor

Name

JM LOPEZ WEALTH ADVISORS, INC.

EIN

26-2881957all filings

Address

6415 LAKE WORTH ROAD · SUITE 106 · GREENACRES, FL · 33463

Phone

(561) 228-1008

Industry

Finance & Insurancesee 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

2025-09-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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