Who sponsors the Self-Employed 401(K) For Steven L. Lopata?

Self-Employed 401(K) For Steven L. Lopata is reported as sponsored by Steven L. Lopata, Cpa Ltd (EIN 20-0397855, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Self-Employed 401(K) For Steven L. Lopata?

The latest Form 5500 filing year loaded for Self-Employed 401(K) For Steven L. Lopata is 2023.

How many participants does Self-Employed 401(K) For Steven L. Lopata report?

Self-Employed 401(K) For Steven L. Lopata reports 1 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Self-Employed 401(K) For Steven L. Lopata?

Self-Employed 401(K) For Steven L. Lopata reports $809,527 in end-of-year plan assets in its latest loaded Form 5500 filing.

Self-Employed 401(K) For Steven L. Lopata — Form 5500 plan (Steven L. Lopata, Cpa Ltd)

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, Self-Employed 401(K) For Steven L. Lopata is a benefit plan reported by Steven L. Lopata, Cpa Ltd under EIN 20-0397855 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $809,527 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$809.5KPlan net assets, end of year$809,527

Participants1Covered participants reported

Assets / participant$809.5KComputed: assets ÷ participants$809,527 (computed)

Provider compensationNone reported

Plan sponsor: Steven L. Lopata, Cpa Ltd
EIN: 20-0397855
Plan number: 001
Plan type: 2
Location: Highland Park, IL
Latest filing year: 2023

How to read this plan profile

Net assets = total assets minus total liabilities, end of year (Schedule H/I).
Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
Schedule chips (Sch H / I / C) show which schedules each filing includes.
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.

EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

2023
1 participants · 2Sch I
View filing →

Schedule I · 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)$809.5K total assets

Net assets$809.5KLiabilities—

Money in vs. money out

Total income / additions$184.2K

Total expensesNot reported

Benefits paid / distributionsNot reported

Contributions

Employer$13.8K

Participant$30K

Full reported line items

Net assets

Total assets (EOY): $809,527
Net assets (EOY): $809,527
Net assets (BOY): $625,334

Income & contributions

Employer contributions: $13,750
Participant contributions: $30,000
Total income / additions: $184,193

Expenses & distributions

Net increase / (decrease): $184,193

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)

31%69%

Employer 31%Participant 69%

Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.