Original filing (PDF)20251023160645NAL0002197601001

MICHAEL J. LOPEZ, A PROF. CORP.

Name: MICHAEL J. LOPEZ, A PROF. CORP. — MICHAEL J. LOPEZ, A PROF. CORP. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MICHAEL J. LOPEZ, A PROF. CORP.

Form 5500-SF

FILING_RECEIVED

MICHAEL J. LOPEZ, A PROF. CORP. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 MICHAEL J. LOPEZ, A PROF. CORP..

Plan sponsor

Name

MICHAEL J. LOPEZ, A PROF. CORP.

EIN

94-2820555

Address

1704 MIRAMONTE AVENUE · SUITE 8 · MOUNTAIN VIEW, CA · 94044

Phone

(650) 961-5808

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Name

COMPASS 360, LLC

EIN

81-1939215

City

STRATHAM, NH

Phone

(603) 778-9920

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-10-23

Pension benefit codes

2T · Default investment account (QDIA)

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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 Dentists plans

R. MICHAEL WHITAKER, D.D.S.

R. MICHAEL WHITAKER, D.D.S. PROFIT SHARING PLAN

$1.2M · 8 participants

BELLISARIO DENTAL SERVICES, INC.

BELLISARIO DENTAL SERVICES, INC. RETIREMENT SAVINGS PLAN

$1.2M · 8 participants

SIMON POGUE MELCHER, DDS, PLLC

SIMON POGUE MELCHER, DDS, PLLC 401(K) PROFIT SHARING PLAN

$1.2M · 7 participants

BRADLEY D. WILTBANK, DMD PC

BRADLEY D. WILTBANK RETIREMENT ACCOUNT

$1.2M · 10 participants

STEVEN H. TSUCHIDA, D.D.S.