Civic Intelligence

Robert M. Lowen, M.D. Inc.

Plan context: Robert M. Lowen, M.D. Inc. Profit Sharing Plan and Trust

EIN 94-2521444 • Palo Alto, CA • 27 filings • 4 plans

219 Tennyson AvePalo Alto, CA 94301
Current Snapshot

Latest Year

2023

2023 Participants

2

2023 Assets

$1,021,049

2023 Contributions

$33,437

Historical Graphs

Total Assets Over Time

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

$1,300,371$650,186$0199920142023YearValue
$1,021,049Latest year 2023

Participants Over Time

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

420199920102023YearValue
2Latest year 2023

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
202312$1,021,049$0-
Robert M. Lowen, M.D. Inc. Profit Sharing Plan and Trust-2$1,021,049$0-
202212$997,135$0-
Robert M. Lowen, M.D. Inc. Profit Sharing Plan and Trust-2$997,135$0-
202112$1,220,269$0-
Robert M. Lowen, M.D. Inc. Profit Sharing Plan and Trust-2$1,220,269$0-
201813$1,300,371$33,437$11,146iApproximate average salary by contribution assumption: employee only about $278,642 at 4% or $185,761 at 6%; with 50% employer match about $185,761 at 4% or $123,841 at 6%; with 100% employer match about $139,321 at 4% or $92,881 at 6%.
Robert M. Lowen, M.D. Inc. Profit Sharing Plan and Trust-3$1,300,371$33,437$11,146iApproximate average salary by contribution assumption: employee only about $278,642 at 4% or $185,761 at 6%; with 50% employer match about $185,761 at 4% or $123,841 at 6%; with 100% employer match about $139,321 at 4% or $92,881 at 6%.
201711$1,168,670$30,138$30,138iApproximate average salary by contribution assumption: employee only about $753,450 at 4% or $502,300 at 6%; with 50% employer match about $502,300 at 4% or $334,867 at 6%; with 100% employer match about $376,725 at 4% or $251,150 at 6%.
Robert M. Lowen, M.D. Inc. Profit Sharing Plan and Trust-1$1,168,670$30,138$30,138iApproximate average salary by contribution assumption: employee only about $753,450 at 4% or $502,300 at 6%; with 50% employer match about $502,300 at 4% or $334,867 at 6%; with 100% employer match about $376,725 at 4% or $251,150 at 6%.
201612$1,085,622$63,167$31,584iApproximate average salary by contribution assumption: employee only about $789,588 at 4% or $526,392 at 6%; with 50% employer match about $526,392 at 4% or $350,928 at 6%; with 100% employer match about $394,794 at 4% or $263,196 at 6%.
Robert M. Lowen, M.D. Inc. Profit Sharing Plan and Trust-2$1,085,622$63,167$31,584iApproximate average salary by contribution assumption: employee only about $789,588 at 4% or $526,392 at 6%; with 50% employer match about $526,392 at 4% or $350,928 at 6%; with 100% employer match about $394,794 at 4% or $263,196 at 6%.
201511$991,454$42,249$42,249iApproximate average salary by contribution assumption: employee only about $1,056,225 at 4% or $704,150 at 6%; with 50% employer match about $704,150 at 4% or $469,433 at 6%; with 100% employer match about $528,113 at 4% or $352,075 at 6%.
Robert M. Lowen, M.D. Inc. Profit Sharing Plan and Trust-1$991,454$42,249$42,249iApproximate average salary by contribution assumption: employee only about $1,056,225 at 4% or $704,150 at 6%; with 50% employer match about $704,150 at 4% or $469,433 at 6%; with 100% employer match about $528,113 at 4% or $352,075 at 6%.
201414$908,984$12,923$3,231iApproximate average salary by contribution assumption: employee only about $80,769 at 4% or $53,846 at 6%; with 50% employer match about $53,846 at 4% or $35,897 at 6%; with 100% employer match about $40,384 at 4% or $26,923 at 6%.
Robert M. Lowen, M.D. Inc. Profit Sharing Plan and Trust-4$908,984$12,923$3,231iApproximate average salary by contribution assumption: employee only about $80,769 at 4% or $53,846 at 6%; with 50% employer match about $53,846 at 4% or $35,897 at 6%; with 100% employer match about $40,384 at 4% or $26,923 at 6%.
201311$946,944$0-
Robert M. Lowen, M.D. Inc. Profit Sharing Plan and Trust-1$946,944--
201211$858,733$6,319$6,319iApproximate average salary by contribution assumption: employee only about $157,975 at 4% or $105,317 at 6%; with 50% employer match about $105,317 at 4% or $70,211 at 6%; with 100% employer match about $78,988 at 4% or $52,658 at 6%.
Robert M. Lowen, M.D. Inc. Profit Sharing Plan and Trust-1$858,733$6,319$6,319iApproximate average salary by contribution assumption: employee only about $157,975 at 4% or $105,317 at 6%; with 50% employer match about $105,317 at 4% or $70,211 at 6%; with 100% employer match about $78,988 at 4% or $52,658 at 6%.
201111$799,058$0-
Robert M. Lowen, M.D. Inc. Profit Sharing Plan and Trust-1$799,058--
201011$788,387$0-
Robert M. Lowen, M.D. Inc. Profit Sharing Plan and Trust-1$788,387--
200911$756,653$0-
Robert M. Lowen, M.D. Inc. Profit Sharing Plan and Trust-1$756,653--
200813$0$0-
Robert M. Lowen, M.D. Inc. Profit Sharing Plan and Trust-3---
200711$0$0-
Robert M. Lowen, M.D. Inc. Profit Sharing Plan and Trust-1---
200613$0$0-
Robert M. Lowen, M.D. Inc. Profit Sharing Plan and Trust-3---
200513$0$0-
Robert M. Lowen, M.D. Inc. Profit Sharing Plan and Trust-3---
200414$614,873$60,304$15,076iApproximate average salary by contribution assumption: employee only about $376,900 at 4% or $251,267 at 6%; with 50% employer match about $251,267 at 4% or $167,511 at 6%; with 100% employer match about $188,450 at 4% or $125,633 at 6%.
Robert M. Lowen, M.D. Inc. Profit Sharing Plan and Trust-4$614,873$60,304$15,076iApproximate average salary by contribution assumption: employee only about $376,900 at 4% or $251,267 at 6%; with 50% employer match about $251,267 at 4% or $167,511 at 6%; with 100% employer match about $188,450 at 4% or $125,633 at 6%.
200314$531,117$58,701$14,675iApproximate average salary by contribution assumption: employee only about $366,881 at 4% or $244,588 at 6%; with 50% employer match about $244,588 at 4% or $163,058 at 6%; with 100% employer match about $183,441 at 4% or $122,294 at 6%.
Robert M. Lowen, M.D. Inc. Profit Sharing Plan and Trust-4$531,117$58,701$14,675iApproximate average salary by contribution assumption: employee only about $366,881 at 4% or $244,588 at 6%; with 50% employer match about $244,588 at 4% or $163,058 at 6%; with 100% employer match about $183,441 at 4% or $122,294 at 6%.
200223$0$0-
Robert M. Lowen, M.D. Inc. Profit Sharing Plan and Trust-3---
Robert M. Lowen, M.D. Inc. Money Purchase Pension Plan and Trust-0---
200122$0$0-
Robert M. Lowen, M.D. Inc. Profit Sharing Plan and Trust-2---
Robert M. Lowen, M.D. Inc. Money Purchase Pension Plan and Trust-2---
200023$0$0-
Robert M. Lowen, M.D. Inc. Money Purchase Pension Plan and Trust-3---
Robert M. Lowen, M.D. Inc. Profit Sharing Plan and Trust-3---
199922$697,567$33,188$16,594iApproximate average salary by contribution assumption: employee only about $414,850 at 4% or $276,567 at 6%; with 50% employer match about $276,567 at 4% or $184,378 at 6%; with 100% employer match about $207,425 at 4% or $138,283 at 6%.
Robert M. Lowen, M.D. Inc. Profit Sharing Plan and Trust-2$349,193$14,106$7,053iApproximate average salary by contribution assumption: employee only about $176,325 at 4% or $117,550 at 6%; with 50% employer match about $117,550 at 4% or $78,367 at 6%; with 100% employer match about $88,163 at 4% or $58,775 at 6%.
Robert M. Lowen, M.D. Inc. Money Purchase Pension Plan and Trust-2$348,374$19,082$9,541iApproximate average salary by contribution assumption: employee only about $238,525 at 4% or $159,017 at 6%; with 50% employer match about $159,017 at 4% or $106,011 at 6%; with 100% employer match about $119,263 at 4% or $79,508 at 6%.