Original filing (PDF)20250723105517NAL0003982849001

ANNABELLE LOPEZ, M.D., P.A.

Name: ANNABELLE LOPEZ, M.D., P.A. — ANNABELLE LOPEZ, M.D., P.A. RETIREMENT PLAN, Form 5500 (2024)
Creator: ANNABELLE LOPEZ, M.D., P.A.

Form 5500-SF

FILING_RECEIVED

ANNABELLE LOPEZ, M.D., P.A. RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$655K

Net assets (EOY)

$655K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

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 ANNABELLE LOPEZ, M.D., P.A..

Plan sponsor

Name

ANNABELLE LOPEZ, M.D., P.A.

EIN

46-2822799

Address

913 S. AIRPORT DRIVE · WESLACO, TX · 78596

Phone

(956) 647-5529

Industry

Offices of Physicians· Health Care & Social Assistancesee 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

2025-07-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

KYUNG SOO YOO MD, INC.

KYUNG SOO YOO MD, INC. 401(K) PLAN

$655K · 7 participants

EYE SERVICES CONSULTANTS INC PC

EYE SERVICES CONSULTANTS INC PC 401(K) PROFIT SHARING PLAN AND TRUST

$655K · 11 participants

JOANN NGUYEN, MD., INC.

JOANN NGUYEN, MD., INC. CASH BALANCE PLAN

$655K · 5 participants

CHOI MEDICAL SERVICES PLLC

CHOI MEDICAL SERVICES, PLLC 401(K) RETIREMENT PLAN

$655K · 10 participants

SUMEET BHANOT MD PA

SUMEET BHANOT MD PA 401(K) PROFIT SHARING PLAN