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

Jorge Lopez M.D.'s plan reported $2.5M in assets and 3 participants for 2024.

Original filing (PDF)20250922115438NAL0004677265001

Jorge Lopez M.D.

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

Form 5500-SF

FILING_RECEIVED

Jorge Lopez M.D. Cash Balance Plan

Defined-benefit pension plan · Jorge Lopez M.D.'s Jorge Lopez M.D. Cash Balance Plan held $2.5M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan identifiers

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

EIN 33-0800587

Plan number 002

Plan year 2024

ACK ID 20250922115438NAL0004677265001

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 a cash-balance formula.

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 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