How big is Jonathan LO, MD, PC, Inc.'s plan?

Jonathan LO, MD, PC, Inc.'s plan reported $8.9M in assets and 7 participants for 2025.

Original filing (PDF)20260507221602NAL0004147456001

Jonathan LO, MD, PC, Inc.

Name: Jonathan LO, MD, PC, Inc. — Samuel C. H. LO, M.D. &, Form 5500 (2025)
Creator: Jonathan LO, MD, PC, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Samuel C. H. LO, M.D. & Jonathan LO, M.D., a Professional Corporation Profit Sharing Plan

Defined-contribution retirement plan · Jonathan LO, MD, PC, Inc.'s Samuel C. H. LO, M.D. & Jonathan LO, M.D., a Professional Corporation Profit Sharing Plan held $8.9M in plan assets for 7 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.9M

Net assets (EOY)

$8.9M

Plan identifiers

Jonathan LO, MD, PC, Inc.'s EIN is 99-0356853.

EIN 99-0356853

Plan number 002

Plan year 2025

ACK ID 20260507221602NAL0004147456001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jonathan LO, MD, PC, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Jonathan LO, MD, PC, Inc.'s plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JONATHAN LO, MD, PC, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score