Original filing (PDF)20251006084950NAL0001935187001

LUZ M. LOPEZ-CORREA, M.D., P.C.

Name: LUZ M. LOPEZ-CORREA, M.D., P.C. — LUZ M. LOPEZ-CORREA, M.D., P.C. 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: LUZ M. LOPEZ-CORREA, M.D., P.C.

Form 5500-SF

FILING_RECEIVED

LUZ M. LOPEZ-CORREA, M.D., P.C. 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LUZ M. LOPEZ-CORREA, M.D., P.C..

Plan sponsor

Name

LUZ M. LOPEZ-CORREA, M.D., P.C.

EIN

52-2027527

Address

11120 NEW HAMPSHIRE AVENUE · SUITE 205 · SILVER SPRING, MD · 20904

Phone

(301) 681-5111

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

GALLATIN WOMEN'S CENTER, PC

GALLATIN WOMEN'S CENTER, PC 401(K) PROFIT SHARING PLAN & TRUST

$1.5M · 11 participants

HARVEY G. VAN DELL, M.D., P.A., PLLC

HARVEY G. VAN DELL, M.D., P.A. 401(K) PS PLAN

$1.5M · 11 participants

NEWSTART MEDICAL GROUP INC

NEWSTART MEDICAL GROUP INC 401K PLAN

$1.5M · 70 participants

ELIZABETH EDEN, M.D.

ELIZABETH EDEN, MD 401(K) PLAN

$1.5M · 1 participants

ADVANCED CARE INTERNAL MEDICINE, PLLC

ADVANCED CARE INTERNAL MEDICINE, PLLC 401(K) PROFIT SHARING PLAN