Civic Intelligence

Mikel W. Lo, M.D. Inc.

Plan context: Mikel W. Lo, M.D. Inc. 401(K) Profit Sharing Plan

EIN 99-0329914 • Tucson, AZ • 22 filings • 3 plans

5940 N. LA Cholla BlvdTucson, AZ 85741
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$1,504,789

2024 Contributions

$90,993

Historical Graphs

Total Assets Over Time

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

$2,736,205$1,368,103$0200320152024YearValue
$1,504,789Latest year 2024

Participants Over Time

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

840200320142024YearValue
6Latest year 2024

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
202416$1,504,789$90,993$15,166iApproximate average salary by contribution assumption: employee only about $379,138 at 4% or $252,758 at 6%; with 50% employer match about $252,758 at 4% or $168,506 at 6%; with 100% employer match about $189,569 at 4% or $126,379 at 6%.
Mikel W. Lo, M.D. Inc. 401(K) Profit Sharing Plan-6$1,504,789$90,993$15,166iApproximate average salary by contribution assumption: employee only about $379,138 at 4% or $252,758 at 6%; with 50% employer match about $252,758 at 4% or $168,506 at 6%; with 100% employer match about $189,569 at 4% or $126,379 at 6%.
202315$1,264,243$50,954$10,191iApproximate average salary by contribution assumption: employee only about $254,770 at 4% or $169,847 at 6%; with 50% employer match about $169,847 at 4% or $113,231 at 6%; with 100% employer match about $127,385 at 4% or $84,923 at 6%.
Mikel W. Lo, M.D. Inc. 401(K) Profit Sharing Plan-5$1,264,243$50,954$10,191iApproximate average salary by contribution assumption: employee only about $254,770 at 4% or $169,847 at 6%; with 50% employer match about $169,847 at 4% or $113,231 at 6%; with 100% employer match about $127,385 at 4% or $84,923 at 6%.
202217$1,182,833$82,039$11,720iApproximate average salary by contribution assumption: employee only about $292,996 at 4% or $195,331 at 6%; with 50% employer match about $195,331 at 4% or $130,221 at 6%; with 100% employer match about $146,498 at 4% or $97,665 at 6%.
Mikel W. Lo, M.D. Inc. 401(K) Profit Sharing Plan-7$1,182,833$82,039$11,720iApproximate average salary by contribution assumption: employee only about $292,996 at 4% or $195,331 at 6%; with 50% employer match about $195,331 at 4% or $130,221 at 6%; with 100% employer match about $146,498 at 4% or $97,665 at 6%.
202117$1,445,926$121,316$17,331iApproximate average salary by contribution assumption: employee only about $433,271 at 4% or $288,848 at 6%; with 50% employer match about $288,848 at 4% or $192,565 at 6%; with 100% employer match about $216,636 at 4% or $144,424 at 6%.
Mikel W. Lo, M.D. Inc. 401(K) Profit Sharing Plan-7$1,445,926$121,316$17,331iApproximate average salary by contribution assumption: employee only about $433,271 at 4% or $288,848 at 6%; with 50% employer match about $288,848 at 4% or $192,565 at 6%; with 100% employer match about $216,636 at 4% or $144,424 at 6%.
202017$2,736,205$26,205$3,744iApproximate average salary by contribution assumption: employee only about $93,589 at 4% or $62,393 at 6%; with 50% employer match about $62,393 at 4% or $41,595 at 6%; with 100% employer match about $46,795 at 4% or $31,196 at 6%.
Mikel W. Lo, M.D. Inc. 401(K) Profit Sharing Plan-7$2,736,205$26,205$3,744iApproximate average salary by contribution assumption: employee only about $93,589 at 4% or $62,393 at 6%; with 50% employer match about $62,393 at 4% or $41,595 at 6%; with 100% employer match about $46,795 at 4% or $31,196 at 6%.
201917$2,176,886$26,491$3,784iApproximate average salary by contribution assumption: employee only about $94,611 at 4% or $63,074 at 6%; with 50% employer match about $63,074 at 4% or $42,049 at 6%; with 100% employer match about $47,305 at 4% or $31,537 at 6%.
Mikel W. Lo, M.D. Inc. 401(K) Profit Sharing Plan-7$2,176,886$26,491$3,784iApproximate average salary by contribution assumption: employee only about $94,611 at 4% or $63,074 at 6%; with 50% employer match about $63,074 at 4% or $42,049 at 6%; with 100% employer match about $47,305 at 4% or $31,537 at 6%.
201818$1,723,586$74,609$9,326iApproximate average salary by contribution assumption: employee only about $233,153 at 4% or $155,435 at 6%; with 50% employer match about $155,435 at 4% or $103,624 at 6%; with 100% employer match about $116,577 at 4% or $77,718 at 6%.
Mikel W. Lo, M.D. Inc. 401(K) Profit Sharing Plan-8$1,723,586$74,609$9,326iApproximate average salary by contribution assumption: employee only about $233,153 at 4% or $155,435 at 6%; with 50% employer match about $155,435 at 4% or $103,624 at 6%; with 100% employer match about $116,577 at 4% or $77,718 at 6%.
201716$1,783,415$71,516$11,919iApproximate average salary by contribution assumption: employee only about $297,983 at 4% or $198,656 at 6%; with 50% employer match about $198,656 at 4% or $132,437 at 6%; with 100% employer match about $148,992 at 4% or $99,328 at 6%.
Mikel W. Lo, M.D. Inc. 401(K) Profit Sharing Plan-6$1,783,415$71,516$11,919iApproximate average salary by contribution assumption: employee only about $297,983 at 4% or $198,656 at 6%; with 50% employer match about $198,656 at 4% or $132,437 at 6%; with 100% employer match about $148,992 at 4% or $99,328 at 6%.
201616$2,040,566$77,782$12,964iApproximate average salary by contribution assumption: employee only about $324,092 at 4% or $216,061 at 6%; with 50% employer match about $216,061 at 4% or $144,041 at 6%; with 100% employer match about $162,046 at 4% or $108,031 at 6%.
Mikel W. Lo, M.D. Inc. 401(K) Profit Sharing Plan-6$2,040,566$77,782$12,964iApproximate average salary by contribution assumption: employee only about $324,092 at 4% or $216,061 at 6%; with 50% employer match about $216,061 at 4% or $144,041 at 6%; with 100% employer match about $162,046 at 4% or $108,031 at 6%.
201517$1,894,400$89,701$12,814iApproximate average salary by contribution assumption: employee only about $320,361 at 4% or $213,574 at 6%; with 50% employer match about $213,574 at 4% or $142,383 at 6%; with 100% employer match about $160,180 at 4% or $106,787 at 6%.
Mikel W. Lo, M.D. Inc. 401(K) Profit Sharing Plan-7$1,894,400$89,701$12,814iApproximate average salary by contribution assumption: employee only about $320,361 at 4% or $213,574 at 6%; with 50% employer match about $213,574 at 4% or $142,383 at 6%; with 100% employer match about $160,180 at 4% or $106,787 at 6%.
201416$1,818,603$81,187$13,531iApproximate average salary by contribution assumption: employee only about $338,279 at 4% or $225,519 at 6%; with 50% employer match about $225,519 at 4% or $150,346 at 6%; with 100% employer match about $169,140 at 4% or $112,760 at 6%.
Mikel W. Lo, M.D. Inc. 401(K) Profit Sharing Plan-6$1,818,603$81,187$13,531iApproximate average salary by contribution assumption: employee only about $338,279 at 4% or $225,519 at 6%; with 50% employer match about $225,519 at 4% or $150,346 at 6%; with 100% employer match about $169,140 at 4% or $112,760 at 6%.
201316$1,496,891$73,140$12,190iApproximate average salary by contribution assumption: employee only about $304,750 at 4% or $203,167 at 6%; with 50% employer match about $203,167 at 4% or $135,444 at 6%; with 100% employer match about $152,375 at 4% or $101,583 at 6%.
Mikel W. Lo, M.D. Inc. 401(K) Profit Sharing Plan-6$1,496,891$73,140$12,190iApproximate average salary by contribution assumption: employee only about $304,750 at 4% or $203,167 at 6%; with 50% employer match about $203,167 at 4% or $135,444 at 6%; with 100% employer match about $152,375 at 4% or $101,583 at 6%.
201216$1,272,774$68,974$11,496iApproximate average salary by contribution assumption: employee only about $287,392 at 4% or $191,594 at 6%; with 50% employer match about $191,594 at 4% or $127,730 at 6%; with 100% employer match about $143,696 at 4% or $95,797 at 6%.
Mikel W. Lo, M.D. Inc. 401(K) Profit Sharing Plan-6$1,272,774$68,974$11,496iApproximate average salary by contribution assumption: employee only about $287,392 at 4% or $191,594 at 6%; with 50% employer match about $191,594 at 4% or $127,730 at 6%; with 100% employer match about $143,696 at 4% or $95,797 at 6%.
201115$1,201,776$65,635$13,127iApproximate average salary by contribution assumption: employee only about $328,175 at 4% or $218,783 at 6%; with 50% employer match about $218,783 at 4% or $145,856 at 6%; with 100% employer match about $164,088 at 4% or $109,392 at 6%.
Mikel W. Lo, M.D. Inc. 401(K) Profit Sharing Plan-5$1,201,776$65,635$13,127iApproximate average salary by contribution assumption: employee only about $328,175 at 4% or $218,783 at 6%; with 50% employer match about $218,783 at 4% or $145,856 at 6%; with 100% employer match about $164,088 at 4% or $109,392 at 6%.
201015$586,413$80,438$16,088iApproximate average salary by contribution assumption: employee only about $402,190 at 4% or $268,127 at 6%; with 50% employer match about $268,127 at 4% or $178,751 at 6%; with 100% employer match about $201,095 at 4% or $134,063 at 6%.
Mikel W. Lo, M.D. Inc. 401(K) Profit Sharing Plan-5$586,413$80,438$16,088iApproximate average salary by contribution assumption: employee only about $402,190 at 4% or $268,127 at 6%; with 50% employer match about $268,127 at 4% or $178,751 at 6%; with 100% employer match about $201,095 at 4% or $134,063 at 6%.
200914$402,150$66,286$16,572iApproximate average salary by contribution assumption: employee only about $414,288 at 4% or $276,192 at 6%; with 50% employer match about $276,192 at 4% or $184,128 at 6%; with 100% employer match about $207,144 at 4% or $138,096 at 6%.
Mikel W. Lo, M.D. Inc. 401(K) Profit Sharing Plan-4$402,150$66,286$16,572iApproximate average salary by contribution assumption: employee only about $414,288 at 4% or $276,192 at 6%; with 50% employer match about $276,192 at 4% or $184,128 at 6%; with 100% employer match about $207,144 at 4% or $138,096 at 6%.
200812$0$0-
Mikel W. Lo, M.D. Inc. 401(K) Profit Sharing Plan-2---
200712$0$0-
Mikel W. Lo, M.D. Inc. 401(K) Profit Sharing Plan-2---
200612$248,193$52,869$26,435iApproximate average salary by contribution assumption: employee only about $660,863 at 4% or $440,575 at 6%; with 50% employer match about $440,575 at 4% or $293,717 at 6%; with 100% employer match about $330,431 at 4% or $220,288 at 6%.
Mikel W. Lo, M.D. Inc. 401(K) Profit Sharing Plan-2$248,193$52,869$26,435iApproximate average salary by contribution assumption: employee only about $660,863 at 4% or $440,575 at 6%; with 50% employer match about $440,575 at 4% or $293,717 at 6%; with 100% employer match about $330,431 at 4% or $220,288 at 6%.
200512$189,429$22,000$11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%.
Mikel W. Lo, M.D. Inc. 401(K) Profit Sharing Plan-2$189,429$22,000$11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%.
200413$171,441$29,336$9,779iApproximate average salary by contribution assumption: employee only about $244,467 at 4% or $162,978 at 6%; with 50% employer match about $162,978 at 4% or $108,652 at 6%; with 100% employer match about $122,233 at 4% or $81,489 at 6%.
Mikel W. Lo, M.D. Inc. 401(K) Profit Sharing Plan-3$171,441$29,336$9,779iApproximate average salary by contribution assumption: employee only about $244,467 at 4% or $162,978 at 6%; with 50% employer match about $162,978 at 4% or $108,652 at 6%; with 100% employer match about $122,233 at 4% or $81,489 at 6%.
200312$131,392$43,086$21,543iApproximate average salary by contribution assumption: employee only about $538,575 at 4% or $359,050 at 6%; with 50% employer match about $359,050 at 4% or $239,367 at 6%; with 100% employer match about $269,288 at 4% or $179,525 at 6%.
Mikel W. Lo, M.D. Inc. 401(K) Profit Sharing Plan-2$131,392$43,086$21,543iApproximate average salary by contribution assumption: employee only about $538,575 at 4% or $359,050 at 6%; with 50% employer match about $359,050 at 4% or $239,367 at 6%; with 100% employer match about $269,288 at 4% or $179,525 at 6%.