JOSE M. LOPEZ, D.M.D., P.A. DEFINED BENEFIT PLAN 401k Plan overview

JOSE M. LOPEZ, D.M.D., P.A. DEFINED BENEFIT PLAN Benefits

401k Sponsoring company profile

Company Name:	JOSE M. LOPEZ, D.M.D., P.A.
Employer identification number (EIN):	432036076
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Additional information about JOSE M. LOPEZ, D.M.D., P.A.

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2003-12-03
Company Identification Number:	0800275091
Legal Registered Office Address:	1717 BROWN ST STE 1B EL PASO United States of America (USA) 79902

More information about JOSE M. LOPEZ, D.M.D., P.A.

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2018-01-01	JOSE M. LOPEZ, D.M.D.	2019-02-23	JOSE M. LOPEZ, D.M.D.	2019-02-23
002	2017-01-01	JOSE M. LOPEZ, D.M.D.	2018-09-27	JOSE M. LOPEZ, D.M.D.	2018-09-27
002	2016-01-01	JOSE M. LOPEZ, D.M.D.	2017-06-08	JOSE M. LOPEZ, D.M.D.	2017-06-08
002	2015-01-01	JOSE M. LOPEZ, D.M.D.	2016-07-11	JOSE M. LOPEZ, D.M.D.	2016-07-11
002	2014-01-01	JOSE M. LOPEZ, D.M.D.	2015-05-27	JOSE M. LOPEZ, D.M.D.	2015-05-27
002	2013-01-01	JOSE M. LOPEZ, DMD	2014-07-30	JOSE M. LOPEZ, DMD	2014-07-30
002	2012-01-01	JOSE M. LOPEZ, D.M.D.	2013-07-31	JOSE M. LOPEZ, D.M.D.	2013-07-31
002	2011-01-01	JOSE M. LOPEZ, D.M.D.	2012-07-31	JOSE M. LOPEZ, D.M.D.	2012-07-31

Plan Statistics for JOSE M. LOPEZ, D.M.D., P.A. DEFINED BENEFIT PLAN

Measure	Date	Value
2018: JOSE M. LOPEZ, D.M.D., P.A. DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,505,612
Acturial value of plan assets	2018-12-31	1,505,612
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	1,592,802
Number of active participants	2018-12-31	16
Total funding liabilities for active participants	2018-12-31	1,592,802
Total participant count	2018-12-31	16
Total funding target for all participants	2018-12-31	1,592,802
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	11
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	11
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
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	12
Total employer contributions	2018-12-31	400,000
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	378,011
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	0
Net shortfall amortization installment of oustanding balance	2018-12-31	87,202
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	13,300
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	13,300
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	378,011
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: JOSE M. LOPEZ, D.M.D., P.A. DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,414,070
Acturial value of plan assets	2017-12-31	1,414,070
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	1,388,695
Number of active participants	2017-12-31	16
Total funding liabilities for active participants	2017-12-31	1,388,695
Total participant count	2017-12-31	16
Total funding target for all participants	2017-12-31	1,388,695
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	10
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	10
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	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	11
Total employer contributions	2017-12-31	0
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	0
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: JOSE M. LOPEZ, D.M.D., P.A. DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,424,032
Acturial value of plan assets	2016-12-31	1,424,032
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	3
Fundng target for terminated vested participants	2016-12-31	60,742
Active participant vested funding target	2016-12-31	1,268,051
Number of active participants	2016-12-31	12
Total funding liabilities for active participants	2016-12-31	1,268,051
Total participant count	2016-12-31	15
Total funding target for all participants	2016-12-31	1,328,793
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	13,472
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	13,472
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	10
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	10
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	10
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	10
Total employer contributions	2016-12-31	0
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	0
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
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	0
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	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	0
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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