How big is AL Lopez's plan?

AL Lopez's plan reported $2.7M in assets and 3 participants for 2025.

Original filing (PDF)20260423163346NAL0007718240001

AL Lopez

Name: AL Lopez — AL Lopez Profit Sharing Plan, Form 5500 (2025)
Creator: AL Lopez
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AL Lopez Profit Sharing Plan

Defined-contribution retirement plan · AL Lopez's AL Lopez Profit Sharing Plan held $2.7M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

AL Lopez signed AL Lopez's 2025 Form 5500 as plan administrator.

AL Lopez — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

AL Lopez's EIN is 95-4095746.

EIN 95-4095746

Plan number 001

Plan year 2025

ACK ID 20260423163346NAL0007718240001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for AL Lopez from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

AL Lopez's plan includes profit-sharing, life insurance.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AL LOPEZ.

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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 average account balance (94th percentile).

Plan sponsor

Name

AL LOPEZ

EIN

all filings

Address

208 S GLENDALE AVENUE · GLENDALE, CA · 91205

Phone

(818) 730-0404

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-23

Pension benefit codes

2E · Profit-sharing

3B · Covers self-employed individuals

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

Welfare benefit codes

4B · Life insurance

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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