How big is Jorge Lopez M.D.'s plan?

Jorge Lopez M.D.'s plan reported $169K in assets and 3 participants for 2024.

Original filing (PDF)20250916150302NAL0001376915001

Jorge Lopez M.D.

Name: Jorge Lopez M.D. — Jorge Lopez M.D. Profit Sharing, Form 5500 (2024)
Creator: Jorge Lopez M.D.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jorge Lopez M.D. Profit Sharing Plan

Defined-contribution retirement plan · Jorge Lopez M.D.'s Jorge Lopez M.D. Profit Sharing Plan held $169K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$169K

Net assets (EOY)

$169K

Plan identifiers

Jorge Lopez M.D.'s EIN is 33-0800587.

EIN 33-0800587

Plan number 001

Plan year 2024

ACK ID 20250916150302NAL0001376915001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jorge Lopez M.D. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jorge Lopez M.D.'s plan includes profit-sharing, a default investment (QDIA).

Decision-maker contacts

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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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

JORGE LOPEZ M.D.

EIN

all filings

Address

2740 S BRISTOL #100 · SANTA ANA, CA · 92704

Phone

(714) 825-1844

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator