Civic Intelligence

Roxana W Lo, Dds

Plan context: Roxana W Lo Dds Profit Sharing Plan

EIN 68-0219005 • San Francisco, CA • 16 filings • 3 plans

147 Mendoza AvenueSan Francisco, CA 94941
Current Snapshot

Latest Year

2018

2018 Participants

5

2018 Assets

$1,363,983

2018 Contributions

$10,000

Historical Graphs

Total Assets Over Time

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

$1,363,983$681,992$0200820132017YearValue
$1,363,983Latest year 2017

Participants Over Time

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

530200820132017YearValue
5Latest year 2017

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
201820$0$0-
Roxana W Lo Dds Profit Sharing Plan-0$0$0-
ROXANA W LO DEFINED BENEFIT PENSION PLAN-0$0$0-
201725$1,363,983$10,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
Roxana W Lo Dds Profit Sharing Plan-5$885,742--
ROXANA W LO DEFINED BENEFIT PENSION PLAN-2$478,241$10,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
201625$1,192,706$97,937$19,587iApproximate average salary by contribution assumption: employee only about $489,685 at 4% or $326,457 at 6%; with 50% employer match about $326,457 at 4% or $217,638 at 6%; with 100% employer match about $244,843 at 4% or $163,228 at 6%.
Roxana W Lo Dds Profit Sharing Plan-5$784,234$7,937$1,587iApproximate average salary by contribution assumption: employee only about $39,685 at 4% or $26,457 at 6%; with 50% employer match about $26,457 at 4% or $17,638 at 6%; with 100% employer match about $19,843 at 4% or $13,228 at 6%.
ROXANA W LO DEFINED BENEFIT PENSION PLAN-2$408,472$90,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
201525$1,010,479$189,664$37,933iApproximate average salary by contribution assumption: employee only about $948,320 at 4% or $632,213 at 6%; with 50% employer match about $632,213 at 4% or $421,476 at 6%; with 100% employer match about $474,160 at 4% or $316,107 at 6%.
Roxana W Lo Dds Profit Sharing Plan-5$684,623$29,664$5,933iApproximate average salary by contribution assumption: employee only about $148,320 at 4% or $98,880 at 6%; with 50% employer match about $98,880 at 4% or $65,920 at 6%; with 100% employer match about $74,160 at 4% or $49,440 at 6%.
ROXANA W LO DEFINED BENEFIT PENSION PLAN-2$325,856$160,000$80,000iApproximate average salary by contribution assumption: employee only about $2,000,000 at 4% or $1,333,333 at 6%; with 50% employer match about $1,333,333 at 4% or $888,889 at 6%; with 100% employer match about $1,000,000 at 4% or $666,667 at 6%.
201424$861,139$224,437$56,109iApproximate average salary by contribution assumption: employee only about $1,402,731 at 4% or $935,154 at 6%; with 50% employer match about $935,154 at 4% or $623,436 at 6%; with 100% employer match about $701,366 at 4% or $467,577 at 6%.
Roxana W Lo Dds Profit Sharing Plan-4$695,289$58,587$14,647iApproximate average salary by contribution assumption: employee only about $366,169 at 4% or $244,113 at 6%; with 50% employer match about $244,113 at 4% or $162,742 at 6%; with 100% employer match about $183,084 at 4% or $122,056 at 6%.
ROXANA W LO DEFINED BENEFIT PENSION PLAN-2$165,850$165,850$82,925iApproximate average salary by contribution assumption: employee only about $2,073,125 at 4% or $1,382,083 at 6%; with 50% employer match about $1,382,083 at 4% or $921,389 at 6%; with 100% employer match about $1,036,563 at 4% or $691,042 at 6%.
201314$568,230$63,137$15,784iApproximate average salary by contribution assumption: employee only about $394,606 at 4% or $263,071 at 6%; with 50% employer match about $263,071 at 4% or $175,381 at 6%; with 100% employer match about $197,303 at 4% or $131,535 at 6%.
Roxana W Lo Dds Profit Sharing Plan-4$568,230$63,137$15,784iApproximate average salary by contribution assumption: employee only about $394,606 at 4% or $263,071 at 6%; with 50% employer match about $263,071 at 4% or $175,381 at 6%; with 100% employer match about $197,303 at 4% or $131,535 at 6%.
201215$414,928$468$94iApproximate average salary by contribution assumption: employee only about $2,340 at 4% or $1,560 at 6%; with 50% employer match about $1,560 at 4% or $1,040 at 6%; with 100% employer match about $1,170 at 4% or $780 at 6%.
Roxana W Lo Dds Profit Sharing Plan-5$414,928$468$94iApproximate average salary by contribution assumption: employee only about $2,340 at 4% or $1,560 at 6%; with 50% employer match about $1,560 at 4% or $1,040 at 6%; with 100% employer match about $1,170 at 4% or $780 at 6%.
201112$355,573$50,496$25,248iApproximate average salary by contribution assumption: employee only about $631,200 at 4% or $420,800 at 6%; with 50% employer match about $420,800 at 4% or $280,533 at 6%; with 100% employer match about $315,600 at 4% or $210,400 at 6%.
Roxana W Lo Dds Profit Sharing Plan-2$355,573$50,496$25,248iApproximate average salary by contribution assumption: employee only about $631,200 at 4% or $420,800 at 6%; with 50% employer match about $420,800 at 4% or $280,533 at 6%; with 100% employer match about $315,600 at 4% or $210,400 at 6%.
201012$315,743$0-
Roxana W Lo Dds Profit Sharing Plan-2$315,743--
200912$243,121$50,520$25,260iApproximate average salary by contribution assumption: employee only about $631,500 at 4% or $421,000 at 6%; with 50% employer match about $421,000 at 4% or $280,667 at 6%; with 100% employer match about $315,750 at 4% or $210,500 at 6%.
Roxana W Lo Dds Profit Sharing Plan-2$243,121$50,520$25,260iApproximate average salary by contribution assumption: employee only about $631,500 at 4% or $421,000 at 6%; with 50% employer match about $421,000 at 4% or $280,667 at 6%; with 100% employer match about $315,750 at 4% or $210,500 at 6%.
200812$192,601$0-
Roxana W Lo Dds Profit Sharing Plan-2$192,601--