Lo Inc DBA Reliance Mortgage Inc
Plan context: Lo Inc. 401(K)/Profit Sharing Plan
EIN 91-1529683 • Bellevue, WA • 24 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
20
2024 Assets
$6,080,334
2024 Contributions
$51,047
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 20 | $6,080,334 | $51,047 | $2,552iApproximate average salary by contribution assumption: employee only about $63,809 at 4% or $42,539 at 6%; with 50% employer match about $42,539 at 4% or $28,359 at 6%; with 100% employer match about $31,904 at 4% or $21,270 at 6%. |
| Lo Inc. 401(K)/Profit Sharing Plan | - | 20 | $6,080,334 | $51,047 | $2,552iApproximate average salary by contribution assumption: employee only about $63,809 at 4% or $42,539 at 6%; with 50% employer match about $42,539 at 4% or $28,359 at 6%; with 100% employer match about $31,904 at 4% or $21,270 at 6%. |
| 2023 | 1 | 22 | $6,970,581 | $45,222 | $2,056iApproximate average salary by contribution assumption: employee only about $51,389 at 4% or $34,259 at 6%; with 50% employer match about $34,259 at 4% or $22,839 at 6%; with 100% employer match about $25,694 at 4% or $17,130 at 6%. |
| Lo Inc. 401(K)/Profit Sharing Plan | - | 22 | $6,970,581 | $45,222 | $2,056iApproximate average salary by contribution assumption: employee only about $51,389 at 4% or $34,259 at 6%; with 50% employer match about $34,259 at 4% or $22,839 at 6%; with 100% employer match about $25,694 at 4% or $17,130 at 6%. |
| 2022 | 1 | 24 | $6,132,056 | $157,767 | $6,574iApproximate average salary by contribution assumption: employee only about $164,341 at 4% or $109,560 at 6%; with 50% employer match about $109,560 at 4% or $73,040 at 6%; with 100% employer match about $82,170 at 4% or $54,780 at 6%. |
| Lo Inc. 401(K)/Profit Sharing Plan | - | 24 | $6,132,056 | $157,767 | $6,574iApproximate average salary by contribution assumption: employee only about $164,341 at 4% or $109,560 at 6%; with 50% employer match about $109,560 at 4% or $73,040 at 6%; with 100% employer match about $82,170 at 4% or $54,780 at 6%. |
| 2021 | 1 | 25 | $7,184,106 | $326,801 | $13,072iApproximate average salary by contribution assumption: employee only about $326,801 at 4% or $217,867 at 6%; with 50% employer match about $217,867 at 4% or $145,245 at 6%; with 100% employer match about $163,401 at 4% or $108,934 at 6%. |
| Lo Inc. 401(K)/Profit Sharing Plan | - | 25 | $7,184,106 | $326,801 | $13,072iApproximate average salary by contribution assumption: employee only about $326,801 at 4% or $217,867 at 6%; with 50% employer match about $217,867 at 4% or $145,245 at 6%; with 100% employer match about $163,401 at 4% or $108,934 at 6%. |
| 2020 | 1 | 32 | $6,188,394 | $328,048 | $10,252iApproximate average salary by contribution assumption: employee only about $256,288 at 4% or $170,858 at 6%; with 50% employer match about $170,858 at 4% or $113,906 at 6%; with 100% employer match about $128,144 at 4% or $85,429 at 6%. |
| Lo Inc. 401(K)/Profit Sharing Plan | - | 32 | $6,188,394 | $328,048 | $10,252iApproximate average salary by contribution assumption: employee only about $256,288 at 4% or $170,858 at 6%; with 50% employer match about $170,858 at 4% or $113,906 at 6%; with 100% employer match about $128,144 at 4% or $85,429 at 6%. |
| 2019 | 1 | 36 | $4,877,648 | $245,314 | $6,814iApproximate average salary by contribution assumption: employee only about $170,357 at 4% or $113,571 at 6%; with 50% employer match about $113,571 at 4% or $75,714 at 6%; with 100% employer match about $85,178 at 4% or $56,786 at 6%. |
| Lo Inc. 401(K)/Profit Sharing Plan | - | 36 | $4,877,648 | $245,314 | $6,814iApproximate average salary by contribution assumption: employee only about $170,357 at 4% or $113,571 at 6%; with 50% employer match about $113,571 at 4% or $75,714 at 6%; with 100% employer match about $85,178 at 4% or $56,786 at 6%. |
| 2018 | 1 | 34 | $3,857,229 | $230,045 | $6,766iApproximate average salary by contribution assumption: employee only about $169,151 at 4% or $112,767 at 6%; with 50% employer match about $112,767 at 4% or $75,178 at 6%; with 100% employer match about $84,575 at 4% or $56,384 at 6%. |
| Lo Inc. 401(K)/Profit Sharing Plan | - | 34 | $3,857,229 | $230,045 | $6,766iApproximate average salary by contribution assumption: employee only about $169,151 at 4% or $112,767 at 6%; with 50% employer match about $112,767 at 4% or $75,178 at 6%; with 100% employer match about $84,575 at 4% or $56,384 at 6%. |
| 2017 | 1 | 36 | $4,474,384 | $267,674 | $7,435iApproximate average salary by contribution assumption: employee only about $185,885 at 4% or $123,923 at 6%; with 50% employer match about $123,923 at 4% or $82,615 at 6%; with 100% employer match about $92,942 at 4% or $61,962 at 6%. |
| Lo Inc. 401(K)/Profit Sharing Plan | - | 36 | $4,474,384 | $267,674 | $7,435iApproximate average salary by contribution assumption: employee only about $185,885 at 4% or $123,923 at 6%; with 50% employer match about $123,923 at 4% or $82,615 at 6%; with 100% employer match about $92,942 at 4% or $61,962 at 6%. |
| 2016 | 1 | 32 | $3,502,000 | $273,608 | $8,550iApproximate average salary by contribution assumption: employee only about $213,756 at 4% or $142,504 at 6%; with 50% employer match about $142,504 at 4% or $95,003 at 6%; with 100% employer match about $106,878 at 4% or $71,252 at 6%. |
| Lo Inc. 401(K)/Profit Sharing Plan | - | 32 | $3,502,000 | $273,608 | $8,550iApproximate average salary by contribution assumption: employee only about $213,756 at 4% or $142,504 at 6%; with 50% employer match about $142,504 at 4% or $95,003 at 6%; with 100% employer match about $106,878 at 4% or $71,252 at 6%. |
| 2015 | 1 | 32 | $3,118,357 | $244,319 | $7,635iApproximate average salary by contribution assumption: employee only about $190,874 at 4% or $127,249 at 6%; with 50% employer match about $127,249 at 4% or $84,833 at 6%; with 100% employer match about $95,437 at 4% or $63,625 at 6%. |
| Lo Inc. 401(K)/Profit Sharing Plan | - | 32 | $3,118,357 | $244,319 | $7,635iApproximate average salary by contribution assumption: employee only about $190,874 at 4% or $127,249 at 6%; with 50% employer match about $127,249 at 4% or $84,833 at 6%; with 100% employer match about $95,437 at 4% or $63,625 at 6%. |
| 2014 | 1 | 32 | $3,076,718 | $231,518 | $7,235iApproximate average salary by contribution assumption: employee only about $180,873 at 4% or $120,582 at 6%; with 50% employer match about $120,582 at 4% or $80,388 at 6%; with 100% employer match about $90,437 at 4% or $60,291 at 6%. |
| Lo Inc. 401(K)/Profit Sharing Plan | - | 32 | $3,076,718 | $231,518 | $7,235iApproximate average salary by contribution assumption: employee only about $180,873 at 4% or $120,582 at 6%; with 50% employer match about $120,582 at 4% or $80,388 at 6%; with 100% employer match about $90,437 at 4% or $60,291 at 6%. |
| 2013 | 1 | 29 | $2,741,896 | $233,384 | $8,048iApproximate average salary by contribution assumption: employee only about $201,193 at 4% or $134,129 at 6%; with 50% employer match about $134,129 at 4% or $89,419 at 6%; with 100% employer match about $100,597 at 4% or $67,064 at 6%. |
| Lo Inc. 401(K)/Profit Sharing Plan | - | 29 | $2,741,896 | $233,384 | $8,048iApproximate average salary by contribution assumption: employee only about $201,193 at 4% or $134,129 at 6%; with 50% employer match about $134,129 at 4% or $89,419 at 6%; with 100% employer match about $100,597 at 4% or $67,064 at 6%. |
| 2012 | 1 | 29 | $2,073,145 | $250,779 | $8,648iApproximate average salary by contribution assumption: employee only about $216,189 at 4% or $144,126 at 6%; with 50% employer match about $144,126 at 4% or $96,084 at 6%; with 100% employer match about $108,094 at 4% or $72,063 at 6%. |
| Lo Inc. 401(K)/Profit Sharing Plan | - | 29 | $2,073,145 | $250,779 | $8,648iApproximate average salary by contribution assumption: employee only about $216,189 at 4% or $144,126 at 6%; with 50% employer match about $144,126 at 4% or $96,084 at 6%; with 100% employer match about $108,094 at 4% or $72,063 at 6%. |
| 2011 | 1 | 29 | $1,600,416 | $217,930 | $7,515iApproximate average salary by contribution assumption: employee only about $187,871 at 4% or $125,247 at 6%; with 50% employer match about $125,247 at 4% or $83,498 at 6%; with 100% employer match about $93,935 at 4% or $62,624 at 6%. |
| Lo Inc. 401(K)/Profit Sharing Plan | - | 29 | $1,600,416 | $217,930 | $7,515iApproximate average salary by contribution assumption: employee only about $187,871 at 4% or $125,247 at 6%; with 50% employer match about $125,247 at 4% or $83,498 at 6%; with 100% employer match about $93,935 at 4% or $62,624 at 6%. |
| 2010 | 1 | 29 | $1,515,185 | $220,719 | $7,611iApproximate average salary by contribution assumption: employee only about $190,275 at 4% or $126,850 at 6%; with 50% employer match about $126,850 at 4% or $84,567 at 6%; with 100% employer match about $95,138 at 4% or $63,425 at 6%. |
| Lo Inc. 401(K)/Profit Sharing Plan | - | 29 | $1,515,185 | $220,719 | $7,611iApproximate average salary by contribution assumption: employee only about $190,275 at 4% or $126,850 at 6%; with 50% employer match about $126,850 at 4% or $84,567 at 6%; with 100% employer match about $95,138 at 4% or $63,425 at 6%. |
| 2009 | 1 | 27 | $1,143,240 | $199,366 | $7,384iApproximate average salary by contribution assumption: employee only about $184,598 at 4% or $123,065 at 6%; with 50% employer match about $123,065 at 4% or $82,044 at 6%; with 100% employer match about $92,299 at 4% or $61,533 at 6%. |
| Lo Inc. 401(K)/Profit Sharing Plan | - | 27 | $1,143,240 | $199,366 | $7,384iApproximate average salary by contribution assumption: employee only about $184,598 at 4% or $123,065 at 6%; with 50% employer match about $123,065 at 4% or $82,044 at 6%; with 100% employer match about $92,299 at 4% or $61,533 at 6%. |
| 2008 | 1 | 17 | $684,097 | $167,789 | $9,870iApproximate average salary by contribution assumption: employee only about $246,749 at 4% or $164,499 at 6%; with 50% employer match about $164,499 at 4% or $109,666 at 6%; with 100% employer match about $123,374 at 4% or $82,250 at 6%. |
| Lo Inc. 401(K)/Profit Sharing Plan | - | 17 | $684,097 | $167,789 | $9,870iApproximate average salary by contribution assumption: employee only about $246,749 at 4% or $164,499 at 6%; with 50% employer match about $164,499 at 4% or $109,666 at 6%; with 100% employer match about $123,374 at 4% or $82,250 at 6%. |
| 2007 | 1 | 16 | $0 | $0 | - |
| Lo Inc. 401(K)/Profit Sharing Plan | - | 16 | - | - | - |
| 2006 | 1 | 41 | $837,804 | $109,337 | $2,667iApproximate average salary by contribution assumption: employee only about $66,669 at 4% or $44,446 at 6%; with 50% employer match about $44,446 at 4% or $29,631 at 6%; with 100% employer match about $33,334 at 4% or $22,223 at 6%. |
| Lo Inc. 401(K)/Profit Sharing Plan | - | 41 | $837,804 | $109,337 | $2,667iApproximate average salary by contribution assumption: employee only about $66,669 at 4% or $44,446 at 6%; with 50% employer match about $44,446 at 4% or $29,631 at 6%; with 100% employer match about $33,334 at 4% or $22,223 at 6%. |
| 2005 | 1 | 22 | $788,622 | $153,496 | $6,977iApproximate average salary by contribution assumption: employee only about $174,427 at 4% or $116,285 at 6%; with 50% employer match about $116,285 at 4% or $77,523 at 6%; with 100% employer match about $87,214 at 4% or $58,142 at 6%. |
| Lo Inc. 401(K)/Profit Sharing Plan | - | 22 | $788,622 | $153,496 | $6,977iApproximate average salary by contribution assumption: employee only about $174,427 at 4% or $116,285 at 6%; with 50% employer match about $116,285 at 4% or $77,523 at 6%; with 100% employer match about $87,214 at 4% or $58,142 at 6%. |
| 2004 | 1 | 43 | $589,430 | $129,395 | $3,009iApproximate average salary by contribution assumption: employee only about $75,230 at 4% or $50,153 at 6%; with 50% employer match about $50,153 at 4% or $33,435 at 6%; with 100% employer match about $37,615 at 4% or $25,077 at 6%. |
| Lo Inc. 401(K)/Profit Sharing Plan | - | 43 | $589,430 | $129,395 | $3,009iApproximate average salary by contribution assumption: employee only about $75,230 at 4% or $50,153 at 6%; with 50% employer match about $50,153 at 4% or $33,435 at 6%; with 100% employer match about $37,615 at 4% or $25,077 at 6%. |
| 2003 | 1 | 31 | $468,205 | $125,044 | $4,034iApproximate average salary by contribution assumption: employee only about $100,842 at 4% or $67,228 at 6%; with 50% employer match about $67,228 at 4% or $44,819 at 6%; with 100% employer match about $50,421 at 4% or $33,614 at 6%. |
| Lo Inc. 401(K)/Profit Sharing Plan | - | 31 | $468,205 | $125,044 | $4,034iApproximate average salary by contribution assumption: employee only about $100,842 at 4% or $67,228 at 6%; with 50% employer match about $67,228 at 4% or $44,819 at 6%; with 100% employer match about $50,421 at 4% or $33,614 at 6%. |
| 2002 | 1 | 20 | $0 | $0 | - |
| Lo Inc. 401(K)/Profit Sharing Plan | - | 20 | - | - | - |
| 2001 | 1 | 22 | $0 | $0 | - |
| Lo Inc. 401(K)/Profit Sharing Plan | - | 22 | - | - | - |