401k Plan data: RAUL A. LOPEZ ATTORNEY AT LAW PENSION PLAN plan

RAUL A. LOPEZ ATTORNEY AT LAW PENSION PLAN 401k Plan overview

Plan Name	RAUL A. LOPEZ ATTORNEY AT LAW PENSION PLAN
Plan identification number	001

RAUL A. LOPEZ ATTORNEY AT LAW PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Plan covering Self-Employed individuals. Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

RAUL A. LOPEZ, ATTORNEY AT LAW has sponsored the creation of one or more 401k plans.

Company Name: RAUL A. LOPEZ, ATTORNEY AT LAW

Employer identification number (EIN): 260105778

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RAUL A. LOPEZ ATTORNEY AT LAW PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 RAUL A LOPEZ 2024-10-04 RAUL A LOPEZ 2024-10-04
001 2022-01-01 RAUL A LOPEZ 2023-10-02 RAUL A LOPEZ 2023-10-02
001 2021-01-01 RAUL A LOPEZ 2022-10-12 RAUL A LOPEZ 2022-10-12
001 2020-01-01 RAUL A LOPEZ 2021-10-09 RAUL A LOPEZ 2021-10-09
001 2019-01-01 RAUL A LOPEZ 2020-10-13 RAUL A LOPEZ 2020-10-13
001 2019-01-01 RAUL A LOPEZ 2021-08-23 RAUL A LOPEZ 2021-08-23
001 2018-01-01 RAUL A LOPEZ 2019-10-15 RAUL A LOPEZ 2019-10-15
001 2017-01-01 RAUL A LOPEZ 2018-10-12 RAUL A LOPEZ 2018-10-12
001 2016-01-01 RAUL A LOPEZ 2017-10-16 RAUL A LOPEZ 2017-10-16
001 2015-01-01 RAUL A LOPEZ 2016-10-14 RAUL A LOPEZ 2016-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	RAUL A LOPEZ	2024-10-04	RAUL A LOPEZ	2024-10-04
001	2022-01-01	RAUL A LOPEZ	2023-10-02	RAUL A LOPEZ	2023-10-02
001	2021-01-01	RAUL A LOPEZ	2022-10-12	RAUL A LOPEZ	2022-10-12
001	2020-01-01	RAUL A LOPEZ	2021-10-09	RAUL A LOPEZ	2021-10-09
001	2019-01-01	RAUL A LOPEZ	2020-10-13	RAUL A LOPEZ	2020-10-13
001	2019-01-01	RAUL A LOPEZ	2021-08-23	RAUL A LOPEZ	2021-08-23
001	2018-01-01	RAUL A LOPEZ	2019-10-15	RAUL A LOPEZ	2019-10-15
001	2017-01-01	RAUL A LOPEZ	2018-10-12	RAUL A LOPEZ	2018-10-12
001	2016-01-01	RAUL A LOPEZ	2017-10-16	RAUL A LOPEZ	2017-10-16
001	2015-01-01	RAUL A LOPEZ	2016-10-14	RAUL A LOPEZ	2016-10-14

Plan Statistics for RAUL A. LOPEZ ATTORNEY AT LAW PENSION PLAN

401k plan membership statisitcs for RAUL A. LOPEZ ATTORNEY AT LAW PENSION PLAN

Measure Date Value
2022: RAUL A. LOPEZ ATTORNEY AT LAW PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 664,894
Acturial value of plan assets 2022-12-31 664,894
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 0
Fundng target for terminated vested participants 2022-12-31 0
Active participant vested funding target 2022-12-31 677,482
Number of active participants 2022-12-31 2
Total funding liabilities for active participants 2022-12-31 677,482
Total participant count 2022-12-31 2
Total funding target for all participants 2022-12-31 677,482
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 284
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 299
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 95,390
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 87,481
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 86,314
Net shortfall amortization installment of oustanding balance 2022-12-31 12,588
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 87,477
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 87,477
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 87,481
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: RAUL A. LOPEZ ATTORNEY AT LAW PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 612,372
Acturial value of plan assets 2021-12-31 612,372
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 0
Fundng target for terminated vested participants 2021-12-31 0
Active participant vested funding target 2021-12-31 575,845
Number of active participants 2021-12-31 2
Total funding liabilities for active participants 2021-12-31 580,501
Total participant count 2021-12-31 2
Total funding target for all participants 2021-12-31 580,501
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 14,655
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 15,462
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 54,500
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 52,515
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 84,102
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 52,231
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 52,231
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 52,515
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: RAUL A. LOPEZ ATTORNEY AT LAW PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 464,371
Acturial value of plan assets 2020-12-31 464,371
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 0
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 464,352
Number of active participants 2020-12-31 2
Total funding liabilities for active participants 2020-12-31 464,352
Total participant count 2020-12-31 2
Total funding target for all participants 2020-12-31 464,352
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 694
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 731
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 100,000
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 94,132
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 79,496
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 79,477
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 79,477
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 94,132
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: RAUL A. LOPEZ ATTORNEY AT LAW PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 460,572
Acturial value of plan assets 2019-12-31 460,572
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 1
Fundng target for terminated vested participants 2019-12-31 87,161
Active participant vested funding target 2019-12-31 391,410
Number of active participants 2019-12-31 1
Total funding liabilities for active participants 2019-12-31 391,410
Total participant count 2019-12-31 2
Total funding target for all participants 2019-12-31 478,571
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 7,262
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 7,662
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 0
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 0
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 78,282
Net shortfall amortization installment of oustanding balance 2019-12-31 17,999
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 82,004
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 82,004
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for current year 2019-12-31 82,004
Unpaid minimum required contributions for all years 2019-12-31 82,004
2018: RAUL A. LOPEZ ATTORNEY AT LAW PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 309,486
Acturial value of plan assets 2018-12-31 309,486
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 0
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 350,594
Number of active participants 2018-12-31 2
Total funding liabilities for active participants 2018-12-31 350,594
Total participant count 2018-12-31 2
Total funding target for all participants 2018-12-31 350,594
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 60
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 63
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 90,460
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 87,121
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 73,148
Net shortfall amortization installment of oustanding balance 2018-12-31 41,108
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 79,859
Additional cash requirement 2018-12-31 79,859
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 87,121
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: RAUL A. LOPEZ ATTORNEY AT LAW PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 293,865
Acturial value of plan assets 2017-12-31 293,865
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 251,637
Number of active participants 2017-12-31 2
Total funding liabilities for active participants 2017-12-31 251,637
Total participant count 2017-12-31 2
Total funding target for all participants 2017-12-31 251,637
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 19,210
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 20,338
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 45,000
Total employee contributions 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 43,289
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 85,457
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 43,229
Additional cash requirement 2017-12-31 43,229
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 43,289
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: RAUL A. LOPEZ ATTORNEY AT LAW PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 267,834
Acturial value of plan assets 2016-12-31 267,834
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 125,746
Number of active participants 2016-12-31 2
Total funding liabilities for active participants 2016-12-31 125,746
Total participant count 2016-12-31 2
Total funding target for all participants 2016-12-31 125,746
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 78,387
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 78,387
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 20,000
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 19,210
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 107,935
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 19,210
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2022: RAUL A. LOPEZ ATTORNEY AT LAW PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	664,894
Acturial value of plan assets	2022-12-31	664,894
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	0
Fundng target for terminated vested participants	2022-12-31	0
Active participant vested funding target	2022-12-31	677,482
Number of active participants	2022-12-31	2
Total funding liabilities for active participants	2022-12-31	677,482
Total participant count	2022-12-31	2
Total funding target for all participants	2022-12-31	677,482
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	284
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	299
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	95,390
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	87,481
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	86,314
Net shortfall amortization installment of oustanding balance	2022-12-31	12,588
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	87,477
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	87,477
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	87,481
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: RAUL A. LOPEZ ATTORNEY AT LAW PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	612,372
Acturial value of plan assets	2021-12-31	612,372
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	575,845
Number of active participants	2021-12-31	2
Total funding liabilities for active participants	2021-12-31	580,501
Total participant count	2021-12-31	2
Total funding target for all participants	2021-12-31	580,501
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	14,655
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	15,462
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	54,500
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	52,515
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	84,102
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	52,231
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	52,231
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	52,515
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: RAUL A. LOPEZ ATTORNEY AT LAW PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	464,371
Acturial value of plan assets	2020-12-31	464,371
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	464,352
Number of active participants	2020-12-31	2
Total funding liabilities for active participants	2020-12-31	464,352
Total participant count	2020-12-31	2
Total funding target for all participants	2020-12-31	464,352
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	694
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	731
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	100,000
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	94,132
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	79,496
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	79,477
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	79,477
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	94,132
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: RAUL A. LOPEZ ATTORNEY AT LAW PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	460,572
Acturial value of plan assets	2019-12-31	460,572
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	1
Fundng target for terminated vested participants	2019-12-31	87,161
Active participant vested funding target	2019-12-31	391,410
Number of active participants	2019-12-31	1
Total funding liabilities for active participants	2019-12-31	391,410
Total participant count	2019-12-31	2
Total funding target for all participants	2019-12-31	478,571
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	7,262
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	7,662
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	0
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	0
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	78,282
Net shortfall amortization installment of oustanding balance	2019-12-31	17,999
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	82,004
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	82,004
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for current year	2019-12-31	82,004
Unpaid minimum required contributions for all years	2019-12-31	82,004
2018: RAUL A. LOPEZ ATTORNEY AT LAW PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	309,486
Acturial value of plan assets	2018-12-31	309,486
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	350,594
Number of active participants	2018-12-31	2
Total funding liabilities for active participants	2018-12-31	350,594
Total participant count	2018-12-31	2
Total funding target for all participants	2018-12-31	350,594
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	60
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	63
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	90,460
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	87,121
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	73,148
Net shortfall amortization installment of oustanding balance	2018-12-31	41,108
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	79,859
Additional cash requirement	2018-12-31	79,859
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	87,121
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: RAUL A. LOPEZ ATTORNEY AT LAW PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	293,865
Acturial value of plan assets	2017-12-31	293,865
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	251,637
Number of active participants	2017-12-31	2
Total funding liabilities for active participants	2017-12-31	251,637
Total participant count	2017-12-31	2
Total funding target for all participants	2017-12-31	251,637
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	19,210
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	20,338
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	45,000
Total employee contributions	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	43,289
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	85,457
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	43,229
Additional cash requirement	2017-12-31	43,229
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	43,289
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: RAUL A. LOPEZ ATTORNEY AT LAW PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	267,834
Acturial value of plan assets	2016-12-31	267,834
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	125,746
Number of active participants	2016-12-31	2
Total funding liabilities for active participants	2016-12-31	125,746
Total participant count	2016-12-31	2
Total funding target for all participants	2016-12-31	125,746
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	78,387
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	78,387
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	20,000
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	19,210
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	107,935
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	19,210
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	RAUL A. LOPEZ, ATTORNEY AT LAW
Employer identification number (EIN):	260105778
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers