Civic Intelligence

Dr. Grace Lo

Plan context: Dr. Grace Lo Profit Sharing Plan

EIN 83-0468855 • Rocky Hill, CT • 19 filings • 2 plans

35 Cold Spring Rd.Suite 324Rocky Hill, CT 06067-3160
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$2,057,818

2025 Contributions

$96,629

Historical Graphs

Total Assets Over Time

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

$2,057,818$1,028,909$0200820172025YearValue
$2,057,818Latest year 2025

Participants Over Time

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

950200720162025YearValue
6Latest 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
202516$2,057,818$96,629$16,105iApproximate average salary by contribution assumption: employee only about $402,621 at 4% or $268,414 at 6%; with 50% employer match about $268,414 at 4% or $178,943 at 6%; with 100% employer match about $201,310 at 4% or $134,207 at 6%.
Dr. Grace Lo Profit Sharing Plan-6$2,057,818$96,629$16,105iApproximate average salary by contribution assumption: employee only about $402,621 at 4% or $268,414 at 6%; with 50% employer match about $268,414 at 4% or $178,943 at 6%; with 100% employer match about $201,310 at 4% or $134,207 at 6%.
202416$1,785,683$98,709$16,452iApproximate average salary by contribution assumption: employee only about $411,288 at 4% or $274,192 at 6%; with 50% employer match about $274,192 at 4% or $182,794 at 6%; with 100% employer match about $205,644 at 4% or $137,096 at 6%.
Dr. Grace Lo Profit Sharing Plan-6$1,785,683$98,709$16,452iApproximate average salary by contribution assumption: employee only about $411,288 at 4% or $274,192 at 6%; with 50% employer match about $274,192 at 4% or $182,794 at 6%; with 100% employer match about $205,644 at 4% or $137,096 at 6%.
202317$1,547,805$92,849$13,264iApproximate average salary by contribution assumption: employee only about $331,604 at 4% or $221,069 at 6%; with 50% employer match about $221,069 at 4% or $147,379 at 6%; with 100% employer match about $165,802 at 4% or $110,535 at 6%.
Dr. Grace Lo Profit Sharing Plan-7$1,547,805$92,849$13,264iApproximate average salary by contribution assumption: employee only about $331,604 at 4% or $221,069 at 6%; with 50% employer match about $221,069 at 4% or $147,379 at 6%; with 100% employer match about $165,802 at 4% or $110,535 at 6%.
202217$1,245,683$83,196$11,885iApproximate average salary by contribution assumption: employee only about $297,129 at 4% or $198,086 at 6%; with 50% employer match about $198,086 at 4% or $132,057 at 6%; with 100% employer match about $148,564 at 4% or $99,043 at 6%.
Dr. Grace Lo Profit Sharing Plan-7$1,245,683$83,196$11,885iApproximate average salary by contribution assumption: employee only about $297,129 at 4% or $198,086 at 6%; with 50% employer match about $198,086 at 4% or $132,057 at 6%; with 100% employer match about $148,564 at 4% or $99,043 at 6%.
202117$1,468,514$78,452$11,207iApproximate average salary by contribution assumption: employee only about $280,186 at 4% or $186,790 at 6%; with 50% employer match about $186,790 at 4% or $124,527 at 6%; with 100% employer match about $140,093 at 4% or $93,395 at 6%.
Dr. Grace Lo Profit Sharing Plan-7$1,468,514$78,452$11,207iApproximate average salary by contribution assumption: employee only about $280,186 at 4% or $186,790 at 6%; with 50% employer match about $186,790 at 4% or $124,527 at 6%; with 100% employer match about $140,093 at 4% or $93,395 at 6%.
202018$1,237,535$73,070$9,134iApproximate average salary by contribution assumption: employee only about $228,344 at 4% or $152,229 at 6%; with 50% employer match about $152,229 at 4% or $101,486 at 6%; with 100% employer match about $114,172 at 4% or $76,115 at 6%.
Dr. Grace Lo Profit Sharing Plan-8$1,237,535$73,070$9,134iApproximate average salary by contribution assumption: employee only about $228,344 at 4% or $152,229 at 6%; with 50% employer match about $152,229 at 4% or $101,486 at 6%; with 100% employer match about $114,172 at 4% or $76,115 at 6%.
201918$1,029,035$42,209$5,276iApproximate average salary by contribution assumption: employee only about $131,903 at 4% or $87,935 at 6%; with 50% employer match about $87,935 at 4% or $58,624 at 6%; with 100% employer match about $65,952 at 4% or $43,968 at 6%.
Dr. Grace Lo Profit Sharing Plan-8$1,029,035$42,209$5,276iApproximate average salary by contribution assumption: employee only about $131,903 at 4% or $87,935 at 6%; with 50% employer match about $87,935 at 4% or $58,624 at 6%; with 100% employer match about $65,952 at 4% or $43,968 at 6%.
201817$1,228,775$91,208$13,030iApproximate average salary by contribution assumption: employee only about $325,743 at 4% or $217,162 at 6%; with 50% employer match about $217,162 at 4% or $144,775 at 6%; with 100% employer match about $162,871 at 4% or $108,581 at 6%.
Dr. Grace Lo Profit Sharing Plan-7$1,228,775$91,208$13,030iApproximate average salary by contribution assumption: employee only about $325,743 at 4% or $217,162 at 6%; with 50% employer match about $217,162 at 4% or $144,775 at 6%; with 100% employer match about $162,871 at 4% or $108,581 at 6%.
201717$1,262,523$111,890$15,984iApproximate average salary by contribution assumption: employee only about $399,607 at 4% or $266,405 at 6%; with 50% employer match about $266,405 at 4% or $177,603 at 6%; with 100% employer match about $199,804 at 4% or $133,202 at 6%.
Dr. Grace Lo Profit Sharing Plan-7$1,262,523$111,890$15,984iApproximate average salary by contribution assumption: employee only about $399,607 at 4% or $266,405 at 6%; with 50% employer match about $266,405 at 4% or $177,603 at 6%; with 100% employer match about $199,804 at 4% or $133,202 at 6%.
201617$960,756$90,343$12,906iApproximate average salary by contribution assumption: employee only about $322,654 at 4% or $215,102 at 6%; with 50% employer match about $215,102 at 4% or $143,402 at 6%; with 100% employer match about $161,327 at 4% or $107,551 at 6%.
Dr. Grace Lo Profit Sharing Plan-7$960,756$90,343$12,906iApproximate average salary by contribution assumption: employee only about $322,654 at 4% or $215,102 at 6%; with 50% employer match about $215,102 at 4% or $143,402 at 6%; with 100% employer match about $161,327 at 4% or $107,551 at 6%.
201516$815,783$104,874$17,479iApproximate average salary by contribution assumption: employee only about $436,975 at 4% or $291,317 at 6%; with 50% employer match about $291,317 at 4% or $194,211 at 6%; with 100% employer match about $218,488 at 4% or $145,658 at 6%.
Dr. Grace Lo Profit Sharing Plan-6$815,783$104,874$17,479iApproximate average salary by contribution assumption: employee only about $436,975 at 4% or $291,317 at 6%; with 50% employer match about $291,317 at 4% or $194,211 at 6%; with 100% employer match about $218,488 at 4% or $145,658 at 6%.
201416$722,403$99,888$16,648iApproximate average salary by contribution assumption: employee only about $416,200 at 4% or $277,467 at 6%; with 50% employer match about $277,467 at 4% or $184,978 at 6%; with 100% employer match about $208,100 at 4% or $138,733 at 6%.
Dr. Grace Lo Profit Sharing Plan-6$722,403$99,888$16,648iApproximate average salary by contribution assumption: employee only about $416,200 at 4% or $277,467 at 6%; with 50% employer match about $277,467 at 4% or $184,978 at 6%; with 100% employer match about $208,100 at 4% or $138,733 at 6%.
201315$587,773$23,958$4,792iApproximate average salary by contribution assumption: employee only about $119,790 at 4% or $79,860 at 6%; with 50% employer match about $79,860 at 4% or $53,240 at 6%; with 100% employer match about $59,895 at 4% or $39,930 at 6%.
Dr. Grace Lo Profit Sharing Plan-5$587,773$23,958$4,792iApproximate average salary by contribution assumption: employee only about $119,790 at 4% or $79,860 at 6%; with 50% employer match about $79,860 at 4% or $53,240 at 6%; with 100% employer match about $59,895 at 4% or $39,930 at 6%.
201217$508,408$57,199$8,171iApproximate average salary by contribution assumption: employee only about $204,282 at 4% or $136,188 at 6%; with 50% employer match about $136,188 at 4% or $90,792 at 6%; with 100% employer match about $102,141 at 4% or $68,094 at 6%.
Dr. Grace Lo Profit Sharing Plan-7$508,408$57,199$8,171iApproximate average salary by contribution assumption: employee only about $204,282 at 4% or $136,188 at 6%; with 50% employer match about $136,188 at 4% or $90,792 at 6%; with 100% employer match about $102,141 at 4% or $68,094 at 6%.
201117$596,793$90,020$12,860iApproximate average salary by contribution assumption: employee only about $321,500 at 4% or $214,333 at 6%; with 50% employer match about $214,333 at 4% or $142,889 at 6%; with 100% employer match about $160,750 at 4% or $107,167 at 6%.
Dr. Grace Lo Profit Sharing Plan-7$596,793$90,020$12,860iApproximate average salary by contribution assumption: employee only about $321,500 at 4% or $214,333 at 6%; with 50% employer match about $214,333 at 4% or $142,889 at 6%; with 100% employer match about $160,750 at 4% or $107,167 at 6%.
201018$609,453$78,713$9,839iApproximate average salary by contribution assumption: employee only about $245,978 at 4% or $163,985 at 6%; with 50% employer match about $163,985 at 4% or $109,324 at 6%; with 100% employer match about $122,989 at 4% or $81,993 at 6%.
Dr. Grace Lo Profit Sharing Plan-8$609,453$78,713$9,839iApproximate average salary by contribution assumption: employee only about $245,978 at 4% or $163,985 at 6%; with 50% employer match about $163,985 at 4% or $109,324 at 6%; with 100% employer match about $122,989 at 4% or $81,993 at 6%.
200918$1,152,592$89,761$11,220iApproximate average salary by contribution assumption: employee only about $280,503 at 4% or $187,002 at 6%; with 50% employer match about $187,002 at 4% or $124,668 at 6%; with 100% employer match about $140,252 at 4% or $93,501 at 6%.
Dr. Grace Lo Profit Sharing Plan-8$1,152,592$89,761$11,220iApproximate average salary by contribution assumption: employee only about $280,503 at 4% or $187,002 at 6%; with 50% employer match about $187,002 at 4% or $124,668 at 6%; with 100% employer match about $140,252 at 4% or $93,501 at 6%.
200819$800,362$100,757$11,195iApproximate average salary by contribution assumption: employee only about $279,881 at 4% or $186,587 at 6%; with 50% employer match about $186,587 at 4% or $124,391 at 6%; with 100% employer match about $139,940 at 4% or $93,294 at 6%.
Dr. Grace Lo Profit Sharing Plan-9$800,362$100,757$11,195iApproximate average salary by contribution assumption: employee only about $279,881 at 4% or $186,587 at 6%; with 50% employer match about $186,587 at 4% or $124,391 at 6%; with 100% employer match about $139,940 at 4% or $93,294 at 6%.
200716$0$0-
Dr. Grace Lo Profit Sharing Plan-6---