Civic Intelligence

Lawrence Y. Lo, MD Inc.

Plan context: Lawrence Y. Lo, MD Inc. 401(K) Plan

EIN 33-0318195 • Newport Beach, CA • 12 filings • 2 plans

400 Newport Center DriveSuite 301Newport Beach, CA 92660
Current Snapshot

Latest Year

2020

2020 Participants

7

2020 Assets

$967,464

2020 Contributions

$1,987

Historical Graphs

Total Assets Over Time

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

$967,464$483,732$0200920142019YearValue
$967,464Latest year 2019

Participants Over Time

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

740200920142019YearValue
7Latest year 2019

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
202010$0$1,987-
Lawrence Y. Lo, MD Inc. 401(K) Plan-0$0$1,987-
201917$967,464$65,488$9,355iApproximate average salary by contribution assumption: employee only about $233,886 at 4% or $155,924 at 6%; with 50% employer match about $155,924 at 4% or $103,949 at 6%; with 100% employer match about $116,943 at 4% or $77,962 at 6%.
Lawrence Y. Lo, MD Inc. 401(K) Plan-7$967,464$65,488$9,355iApproximate average salary by contribution assumption: employee only about $233,886 at 4% or $155,924 at 6%; with 50% employer match about $155,924 at 4% or $103,949 at 6%; with 100% employer match about $116,943 at 4% or $77,962 at 6%.
201817$791,780$98,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
Lawrence Y. Lo, MD Inc. 401(K) Plan-7$791,780$98,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
201716$720,538$97,884$16,314iApproximate average salary by contribution assumption: employee only about $407,850 at 4% or $271,900 at 6%; with 50% employer match about $271,900 at 4% or $181,267 at 6%; with 100% employer match about $203,925 at 4% or $135,950 at 6%.
Lawrence Y. Lo, MD Inc. 401(K) Plan-6$720,538$97,884$16,314iApproximate average salary by contribution assumption: employee only about $407,850 at 4% or $271,900 at 6%; with 50% employer match about $271,900 at 4% or $181,267 at 6%; with 100% employer match about $203,925 at 4% or $135,950 at 6%.
201614$553,904$69,000$17,250iApproximate average salary by contribution assumption: employee only about $431,250 at 4% or $287,500 at 6%; with 50% employer match about $287,500 at 4% or $191,667 at 6%; with 100% employer match about $215,625 at 4% or $143,750 at 6%.
Lawrence Y. Lo, MD Inc. 401(K) Plan-4$553,904$69,000$17,250iApproximate average salary by contribution assumption: employee only about $431,250 at 4% or $287,500 at 6%; with 50% employer match about $287,500 at 4% or $191,667 at 6%; with 100% employer match about $215,625 at 4% or $143,750 at 6%.
201514$452,313$74,173$18,543iApproximate average salary by contribution assumption: employee only about $463,581 at 4% or $309,054 at 6%; with 50% employer match about $309,054 at 4% or $206,036 at 6%; with 100% employer match about $231,791 at 4% or $154,527 at 6%.
Lawrence Y. Lo, MD Inc. 401(K) Plan-4$452,313$74,173$18,543iApproximate average salary by contribution assumption: employee only about $463,581 at 4% or $309,054 at 6%; with 50% employer match about $309,054 at 4% or $206,036 at 6%; with 100% employer match about $231,791 at 4% or $154,527 at 6%.
201414$394,101$69,310$17,328iApproximate average salary by contribution assumption: employee only about $433,188 at 4% or $288,792 at 6%; with 50% employer match about $288,792 at 4% or $192,528 at 6%; with 100% employer match about $216,594 at 4% or $144,396 at 6%.
Lawrence Y. Lo, MD Inc. 401(K) Plan-4$394,101$69,310$17,328iApproximate average salary by contribution assumption: employee only about $433,188 at 4% or $288,792 at 6%; with 50% employer match about $288,792 at 4% or $192,528 at 6%; with 100% employer match about $216,594 at 4% or $144,396 at 6%.
201315$329,408$65,395$13,079iApproximate average salary by contribution assumption: employee only about $326,975 at 4% or $217,983 at 6%; with 50% employer match about $217,983 at 4% or $145,322 at 6%; with 100% employer match about $163,488 at 4% or $108,992 at 6%.
Lawrence Y. Lo, MD Inc. 401(K) Plan-5$329,408$65,395$13,079iApproximate average salary by contribution assumption: employee only about $326,975 at 4% or $217,983 at 6%; with 50% employer match about $217,983 at 4% or $145,322 at 6%; with 100% employer match about $163,488 at 4% or $108,992 at 6%.
201214$257,885$58,174$14,544iApproximate average salary by contribution assumption: employee only about $363,588 at 4% or $242,392 at 6%; with 50% employer match about $242,392 at 4% or $161,594 at 6%; with 100% employer match about $181,794 at 4% or $121,196 at 6%.
Lawrence Y. Lo, MD Inc. 401(K) Plan-4$257,885$58,174$14,544iApproximate average salary by contribution assumption: employee only about $363,588 at 4% or $242,392 at 6%; with 50% employer match about $242,392 at 4% or $161,594 at 6%; with 100% employer match about $181,794 at 4% or $121,196 at 6%.
201114$189,138$62,943$15,736iApproximate average salary by contribution assumption: employee only about $393,394 at 4% or $262,263 at 6%; with 50% employer match about $262,263 at 4% or $174,842 at 6%; with 100% employer match about $196,697 at 4% or $131,131 at 6%.
Lawrence Y. Lo, MD Inc. 401(K) Plan-4$189,138$62,943$15,736iApproximate average salary by contribution assumption: employee only about $393,394 at 4% or $262,263 at 6%; with 50% employer match about $262,263 at 4% or $174,842 at 6%; with 100% employer match about $196,697 at 4% or $131,131 at 6%.
201015$129,407$61,904$12,381iApproximate average salary by contribution assumption: employee only about $309,520 at 4% or $206,347 at 6%; with 50% employer match about $206,347 at 4% or $137,564 at 6%; with 100% employer match about $154,760 at 4% or $103,173 at 6%.
Lawrence Y. Lo, MD Inc. 401(K) Plan-5$129,407$61,904$12,381iApproximate average salary by contribution assumption: employee only about $309,520 at 4% or $206,347 at 6%; with 50% employer match about $206,347 at 4% or $137,564 at 6%; with 100% employer match about $154,760 at 4% or $103,173 at 6%.
200914$61,821$61,853$15,463iApproximate average salary by contribution assumption: employee only about $386,581 at 4% or $257,721 at 6%; with 50% employer match about $257,721 at 4% or $171,814 at 6%; with 100% employer match about $193,291 at 4% or $128,860 at 6%.
Lawrence Y. Lo, MD Inc. 401(K) Plan-4$61,821$61,853$15,463iApproximate average salary by contribution assumption: employee only about $386,581 at 4% or $257,721 at 6%; with 50% employer match about $257,721 at 4% or $171,814 at 6%; with 100% employer match about $193,291 at 4% or $128,860 at 6%.