Civic Intelligence

James a. Valenza, M.D. P.A.

Plan context: James a. Valenza, M.D., P.A. Retirement Plan

EIN 22-2435201 • 7 filings • 1 plans

Current Snapshot

Latest Year

2005

2005 Participants

2

2005 Assets

$1,709,037

2005 Contributions

$27,500

Historical Graphs

Total Assets Over Time

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

$1,709,037$854,519$0199920022004YearValue
$1,709,037Latest year 2004

Participants Over Time

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

210199920022004YearValue
2Latest year 2004

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
200510$0$0-
James a. Valenza, M.D., P.A. Retirement Plan-0---
200412$1,709,037$27,500$13,750iApproximate average salary by contribution assumption: employee only about $343,750 at 4% or $229,167 at 6%; with 50% employer match about $229,167 at 4% or $152,778 at 6%; with 100% employer match about $171,875 at 4% or $114,583 at 6%.
James a. Valenza, M.D., P.A. Retirement Plan-2$1,709,037$27,500$13,750iApproximate average salary by contribution assumption: employee only about $343,750 at 4% or $229,167 at 6%; with 50% employer match about $229,167 at 4% or $152,778 at 6%; with 100% employer match about $171,875 at 4% or $114,583 at 6%.
200312$1,542,359$25,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
James a. Valenza, M.D., P.A. Retirement Plan-2$1,542,359$25,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
200212$1,158,039$15,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
James a. Valenza, M.D., P.A. Retirement Plan-2$1,158,039$15,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
200112$0$0-
James a. Valenza, M.D., P.A. Retirement Plan-2---
200012$1,371,494$33,921$16,961iApproximate average salary by contribution assumption: employee only about $424,013 at 4% or $282,675 at 6%; with 50% employer match about $282,675 at 4% or $188,450 at 6%; with 100% employer match about $212,006 at 4% or $141,338 at 6%.
James a. Valenza, M.D., P.A. Retirement Plan-2$1,371,494$33,921$16,961iApproximate average salary by contribution assumption: employee only about $424,013 at 4% or $282,675 at 6%; with 50% employer match about $282,675 at 4% or $188,450 at 6%; with 100% employer match about $212,006 at 4% or $141,338 at 6%.
199912$1,658,787$33,892$16,946iApproximate average salary by contribution assumption: employee only about $423,650 at 4% or $282,433 at 6%; with 50% employer match about $282,433 at 4% or $188,289 at 6%; with 100% employer match about $211,825 at 4% or $141,217 at 6%.
James a. Valenza, M.D., P.A. Retirement Plan-2$1,658,787$33,892$16,946iApproximate average salary by contribution assumption: employee only about $423,650 at 4% or $282,433 at 6%; with 50% employer match about $282,433 at 4% or $188,289 at 6%; with 100% employer match about $211,825 at 4% or $141,217 at 6%.