Civic Intelligence

Nelson Lo, Dds PC

Plan context: Nelson Lo, Dds, 401(K) Profit Sharing Plan and Trust

EIN 27-2593833 • Plano, TX • 12 filings • 1 plans

5904 Chapel Hill Blvd Suite 200Plano, TX 75093
Current Snapshot

Latest Year

2025

2025 Participants

10

2025 Assets

$1,416,607

2025 Contributions

$112,509

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,416,607$708,304$0201420202025YearValue
$1,416,607Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1160201420202025YearValue
10Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025110$1,416,607$112,509$11,251iApproximate average salary by contribution assumption: employee only about $281,273 at 4% or $187,515 at 6%; with 50% employer match about $187,515 at 4% or $125,010 at 6%; with 100% employer match about $140,636 at 4% or $93,758 at 6%.
Nelson Lo, Dds, 401(K) Profit Sharing Plan and Trust-10$1,416,607$112,509$11,251iApproximate average salary by contribution assumption: employee only about $281,273 at 4% or $187,515 at 6%; with 50% employer match about $187,515 at 4% or $125,010 at 6%; with 100% employer match about $140,636 at 4% or $93,758 at 6%.
2024110$1,130,849$112,594$11,259iApproximate average salary by contribution assumption: employee only about $281,485 at 4% or $187,657 at 6%; with 50% employer match about $187,657 at 4% or $125,104 at 6%; with 100% employer match about $140,743 at 4% or $93,828 at 6%.
Nelson Lo, Dds, 401(K) Profit Sharing Plan and Trust-10$1,130,849$112,594$11,259iApproximate average salary by contribution assumption: employee only about $281,485 at 4% or $187,657 at 6%; with 50% employer match about $187,657 at 4% or $125,104 at 6%; with 100% employer match about $140,743 at 4% or $93,828 at 6%.
202318$908,002$89,774$11,222iApproximate average salary by contribution assumption: employee only about $280,544 at 4% or $187,029 at 6%; with 50% employer match about $187,029 at 4% or $124,686 at 6%; with 100% employer match about $140,272 at 4% or $93,515 at 6%.
Nelson Lo, Dds, 401(K) Profit Sharing Plan and Trust-8$908,002$89,774$11,222iApproximate average salary by contribution assumption: employee only about $280,544 at 4% or $187,029 at 6%; with 50% employer match about $187,029 at 4% or $124,686 at 6%; with 100% employer match about $140,272 at 4% or $93,515 at 6%.
2022111$743,484$89,944$8,177iApproximate average salary by contribution assumption: employee only about $204,418 at 4% or $136,279 at 6%; with 50% employer match about $136,279 at 4% or $90,853 at 6%; with 100% employer match about $102,209 at 4% or $68,139 at 6%.
Nelson Lo, Dds, 401(K) Profit Sharing Plan and Trust-11$743,484$89,944$8,177iApproximate average salary by contribution assumption: employee only about $204,418 at 4% or $136,279 at 6%; with 50% employer match about $136,279 at 4% or $90,853 at 6%; with 100% employer match about $102,209 at 4% or $68,139 at 6%.
2021111$820,740$90,804$8,255iApproximate average salary by contribution assumption: employee only about $206,373 at 4% or $137,582 at 6%; with 50% employer match about $137,582 at 4% or $91,721 at 6%; with 100% employer match about $103,186 at 4% or $68,791 at 6%.
Nelson Lo, Dds, 401(K) Profit Sharing Plan and Trust-11$820,740$90,804$8,255iApproximate average salary by contribution assumption: employee only about $206,373 at 4% or $137,582 at 6%; with 50% employer match about $137,582 at 4% or $91,721 at 6%; with 100% employer match about $103,186 at 4% or $68,791 at 6%.
2020111$653,581$78,811$7,165iApproximate average salary by contribution assumption: employee only about $179,116 at 4% or $119,411 at 6%; with 50% employer match about $119,411 at 4% or $79,607 at 6%; with 100% employer match about $89,558 at 4% or $59,705 at 6%.
Nelson Lo, Dds, 401(K) Profit Sharing Plan and Trust-11$653,581$78,811$7,165iApproximate average salary by contribution assumption: employee only about $179,116 at 4% or $119,411 at 6%; with 50% employer match about $119,411 at 4% or $79,607 at 6%; with 100% employer match about $89,558 at 4% or $59,705 at 6%.
2019111$480,841$76,105$6,919iApproximate average salary by contribution assumption: employee only about $172,966 at 4% or $115,311 at 6%; with 50% employer match about $115,311 at 4% or $76,874 at 6%; with 100% employer match about $86,483 at 4% or $57,655 at 6%.
Nelson Lo, Dds, 401(K) Profit Sharing Plan and Trust-11$480,841$76,105$6,919iApproximate average salary by contribution assumption: employee only about $172,966 at 4% or $115,311 at 6%; with 50% employer match about $115,311 at 4% or $76,874 at 6%; with 100% employer match about $86,483 at 4% or $57,655 at 6%.
2018110$360,605$72,047$7,205iApproximate average salary by contribution assumption: employee only about $180,118 at 4% or $120,078 at 6%; with 50% employer match about $120,078 at 4% or $80,052 at 6%; with 100% employer match about $90,059 at 4% or $60,039 at 6%.
Nelson Lo, Dds, 401(K) Profit Sharing Plan and Trust-10$360,605$72,047$7,205iApproximate average salary by contribution assumption: employee only about $180,118 at 4% or $120,078 at 6%; with 50% employer match about $120,078 at 4% or $80,052 at 6%; with 100% employer match about $90,059 at 4% or $60,039 at 6%.
201716$329,145$66,540$11,090iApproximate average salary by contribution assumption: employee only about $277,250 at 4% or $184,833 at 6%; with 50% employer match about $184,833 at 4% or $123,222 at 6%; with 100% employer match about $138,625 at 4% or $92,417 at 6%.
Nelson Lo, Dds, 401(K) Profit Sharing Plan and Trust-6$329,145$66,540$11,090iApproximate average salary by contribution assumption: employee only about $277,250 at 4% or $184,833 at 6%; with 50% employer match about $184,833 at 4% or $123,222 at 6%; with 100% employer match about $138,625 at 4% or $92,417 at 6%.
201617$221,906$66,428$9,490iApproximate average salary by contribution assumption: employee only about $237,243 at 4% or $158,162 at 6%; with 50% employer match about $158,162 at 4% or $105,441 at 6%; with 100% employer match about $118,621 at 4% or $79,081 at 6%.
Nelson Lo, Dds, 401(K) Profit Sharing Plan and Trust-7$221,906$66,428$9,490iApproximate average salary by contribution assumption: employee only about $237,243 at 4% or $158,162 at 6%; with 50% employer match about $158,162 at 4% or $105,441 at 6%; with 100% employer match about $118,621 at 4% or $79,081 at 6%.
201515$126,810$54,266$10,853iApproximate average salary by contribution assumption: employee only about $271,330 at 4% or $180,887 at 6%; with 50% employer match about $180,887 at 4% or $120,591 at 6%; with 100% employer match about $135,665 at 4% or $90,443 at 6%.
Nelson Lo, Dds, 401(K) Profit Sharing Plan and Trust-5$126,810$54,266$10,853iApproximate average salary by contribution assumption: employee only about $271,330 at 4% or $180,887 at 6%; with 50% employer match about $180,887 at 4% or $120,591 at 6%; with 100% employer match about $135,665 at 4% or $90,443 at 6%.
201416$91,328$52,699$8,783iApproximate average salary by contribution assumption: employee only about $219,579 at 4% or $146,386 at 6%; with 50% employer match about $146,386 at 4% or $97,591 at 6%; with 100% employer match about $109,790 at 4% or $73,193 at 6%.
Nelson Lo, Dds, 401(K) Profit Sharing Plan and Trust-6$91,328$52,699$8,783iApproximate average salary by contribution assumption: employee only about $219,579 at 4% or $146,386 at 6%; with 50% employer match about $146,386 at 4% or $97,591 at 6%; with 100% employer match about $109,790 at 4% or $73,193 at 6%.