Lopez-Dorada 401(K) Plan — Form 5500 plan (Lopez Food, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Lopez-Dorada 401(K) Plan is a benefit plan reported by Lopez Food, Inc. under EIN 73-1348891 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,821 participants and $62,685,236 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$62.7MPlan net assets, end of year$62,685,236
Participants1.8KCovered participants reported1,821
Assets / participant$34.4KComputed: assets ÷ participants$34,424 (computed)
Provider compensation$176.6K1 Schedule C provider row(s)$176,636
Plan sponsor
Lopez Food, Inc.
EIN
73-1348891
Plan number
001
Plan type
3
Location
Oklahoma City, OK
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,821H, C20241011093907NAL0038337680001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$62.7M total assets
Net assets$62.7MLiabilities$0
Money in vs. money out
Total income / additions$13.8M
Total expenses$5M
Benefits paid / distributions$4.8M
Contributions
Employer$2.6M
Participant$4.3M
Full reported line items

Net assets

Total assets (EOY)
$62,685,236
Total liabilities (EOY)
$0
Net assets (EOY)
$62,685,236
Net assets (BOY)
$53,854,286

Income & contributions

Employer contributions
$2,560,757
Participant contributions
$4,324,467
Total contributions
$7,136,021
Total income / additions
$13,792,482

Expenses & distributions

Benefits paid
$4,775,254
Administrative expenses
$176,636
Total expenses
$4,961,532
Net increase / (decrease)
$8,830,950
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 37%Participant 63%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income35%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$176,636$02023

Related Form 5500 pages