Civic Intelligence

Jose M. Rodriguez-Valdes, M.D.

Plan context: Jose M. Rodriguez-Valdes, M.D. Money Purchase Pension Plan & Trust

EIN 59-1767523 • Miami, FL • 16 filings • 2 plans

3661 South Miami Avenue, Suite 102Miami, FL 33133-4206
Current Snapshot

Latest Year

2015

2015 Participants

4

2015 Assets

$1,604,820

2015 Contributions

$49,912

Historical Graphs

Total Assets Over Time

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

$1,678,418$839,209$0199920082014YearValue
$1,604,820Latest year 2014

Participants Over Time

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

420200020082014YearValue
4Latest year 2014

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
201510$0$0-
Jose M. Rodriguez-Valdes, M.D. Money Purchase Pension Plan & Trust-0$0$0-
201414$1,604,820$49,912$12,478iApproximate average salary by contribution assumption: employee only about $311,950 at 4% or $207,967 at 6%; with 50% employer match about $207,967 at 4% or $138,644 at 6%; with 100% employer match about $155,975 at 4% or $103,983 at 6%.
Jose M. Rodriguez-Valdes, M.D. Money Purchase Pension Plan & Trust-4$1,604,820$49,912$12,478iApproximate average salary by contribution assumption: employee only about $311,950 at 4% or $207,967 at 6%; with 50% employer match about $207,967 at 4% or $138,644 at 6%; with 100% employer match about $155,975 at 4% or $103,983 at 6%.
201314$1,630,644$52,028$13,007iApproximate average salary by contribution assumption: employee only about $325,175 at 4% or $216,783 at 6%; with 50% employer match about $216,783 at 4% or $144,522 at 6%; with 100% employer match about $162,588 at 4% or $108,392 at 6%.
Jose M. Rodriguez-Valdes, M.D. Money Purchase Pension Plan & Trust-4$1,630,644$52,028$13,007iApproximate average salary by contribution assumption: employee only about $325,175 at 4% or $216,783 at 6%; with 50% employer match about $216,783 at 4% or $144,522 at 6%; with 100% employer match about $162,588 at 4% or $108,392 at 6%.
201214$1,547,729$72,832$18,208iApproximate average salary by contribution assumption: employee only about $455,200 at 4% or $303,467 at 6%; with 50% employer match about $303,467 at 4% or $202,311 at 6%; with 100% employer match about $227,600 at 4% or $151,733 at 6%.
Jose M. Rodriguez-Valdes, M.D. Money Purchase Pension Plan & Trust-4$1,547,729$72,832$18,208iApproximate average salary by contribution assumption: employee only about $455,200 at 4% or $303,467 at 6%; with 50% employer match about $303,467 at 4% or $202,311 at 6%; with 100% employer match about $227,600 at 4% or $151,733 at 6%.
201114$1,271,038$83,996$20,999iApproximate average salary by contribution assumption: employee only about $524,975 at 4% or $349,983 at 6%; with 50% employer match about $349,983 at 4% or $233,322 at 6%; with 100% employer match about $262,488 at 4% or $174,992 at 6%.
Jose M. Rodriguez-Valdes, M.D. Money Purchase Pension Plan & Trust-4$1,271,038$83,996$20,999iApproximate average salary by contribution assumption: employee only about $524,975 at 4% or $349,983 at 6%; with 50% employer match about $349,983 at 4% or $233,322 at 6%; with 100% employer match about $262,488 at 4% or $174,992 at 6%.
201014$1,452,269$86,124$21,531iApproximate average salary by contribution assumption: employee only about $538,275 at 4% or $358,850 at 6%; with 50% employer match about $358,850 at 4% or $239,233 at 6%; with 100% employer match about $269,138 at 4% or $179,425 at 6%.
Jose M. Rodriguez-Valdes, M.D. Money Purchase Pension Plan & Trust-4$1,452,269$86,124$21,531iApproximate average salary by contribution assumption: employee only about $538,275 at 4% or $358,850 at 6%; with 50% employer match about $358,850 at 4% or $239,233 at 6%; with 100% employer match about $269,138 at 4% or $179,425 at 6%.
200914$1,367,288$86,124$21,531iApproximate average salary by contribution assumption: employee only about $538,275 at 4% or $358,850 at 6%; with 50% employer match about $358,850 at 4% or $239,233 at 6%; with 100% employer match about $269,138 at 4% or $179,425 at 6%.
Jose M. Rodriguez-Valdes, M.D. Money Purchase Pension Plan & Trust-4$1,367,288$86,124$21,531iApproximate average salary by contribution assumption: employee only about $538,275 at 4% or $358,850 at 6%; with 50% employer match about $358,850 at 4% or $239,233 at 6%; with 100% employer match about $269,138 at 4% or $179,425 at 6%.
200814$991,144$42,378$10,595iApproximate average salary by contribution assumption: employee only about $264,863 at 4% or $176,575 at 6%; with 50% employer match about $176,575 at 4% or $117,717 at 6%; with 100% employer match about $132,431 at 4% or $88,288 at 6%.
Jose M. Rodriguez-Valdes, M.D. Money Purchase Pension Plan & Trust-4$991,144$42,378$10,595iApproximate average salary by contribution assumption: employee only about $264,863 at 4% or $176,575 at 6%; with 50% employer match about $176,575 at 4% or $117,717 at 6%; with 100% employer match about $132,431 at 4% or $88,288 at 6%.
200714$1,167,006$45,901$11,475iApproximate average salary by contribution assumption: employee only about $286,881 at 4% or $191,254 at 6%; with 50% employer match about $191,254 at 4% or $127,503 at 6%; with 100% employer match about $143,441 at 4% or $95,627 at 6%.
Jose M. Rodriguez-Valdes, M.D. Money Purchase Pension Plan & Trust-4$1,167,006$45,901$11,475iApproximate average salary by contribution assumption: employee only about $286,881 at 4% or $191,254 at 6%; with 50% employer match about $191,254 at 4% or $127,503 at 6%; with 100% employer match about $143,441 at 4% or $95,627 at 6%.
200614$850,488$45,330$11,333iApproximate average salary by contribution assumption: employee only about $283,313 at 4% or $188,875 at 6%; with 50% employer match about $188,875 at 4% or $125,917 at 6%; with 100% employer match about $141,656 at 4% or $94,438 at 6%.
Jose M. Rodriguez-Valdes, M.D. Money Purchase Pension Plan & Trust-4$850,488$45,330$11,333iApproximate average salary by contribution assumption: employee only about $283,313 at 4% or $188,875 at 6%; with 50% employer match about $188,875 at 4% or $125,917 at 6%; with 100% employer match about $141,656 at 4% or $94,438 at 6%.
200514$755,867$40,778$10,195iApproximate average salary by contribution assumption: employee only about $254,863 at 4% or $169,908 at 6%; with 50% employer match about $169,908 at 4% or $113,272 at 6%; with 100% employer match about $127,431 at 4% or $84,954 at 6%.
Jose M. Rodriguez-Valdes, M.D. Money Purchase Pension Plan & Trust-4$755,867$40,778$10,195iApproximate average salary by contribution assumption: employee only about $254,863 at 4% or $169,908 at 6%; with 50% employer match about $169,908 at 4% or $113,272 at 6%; with 100% employer match about $127,431 at 4% or $84,954 at 6%.
200414$756,400$45,054$11,264iApproximate average salary by contribution assumption: employee only about $281,588 at 4% or $187,725 at 6%; with 50% employer match about $187,725 at 4% or $125,150 at 6%; with 100% employer match about $140,794 at 4% or $93,863 at 6%.
Jose M. Rodriguez-Valdes, M.D. Money Purchase Pension Plan & Trust-4$756,400$45,054$11,264iApproximate average salary by contribution assumption: employee only about $281,588 at 4% or $187,725 at 6%; with 50% employer match about $187,725 at 4% or $125,150 at 6%; with 100% employer match about $140,794 at 4% or $93,863 at 6%.
200214$497,986$43,441$10,860iApproximate average salary by contribution assumption: employee only about $271,506 at 4% or $181,004 at 6%; with 50% employer match about $181,004 at 4% or $120,669 at 6%; with 100% employer match about $135,753 at 4% or $90,502 at 6%.
Jose M. Rodriguez-Valdes, M.D. Money Purchase Pension Plan & Trust-4$497,986$43,441$10,860iApproximate average salary by contribution assumption: employee only about $271,506 at 4% or $181,004 at 6%; with 50% employer match about $181,004 at 4% or $120,669 at 6%; with 100% employer match about $135,753 at 4% or $90,502 at 6%.
200113$764,376$36,011$12,004iApproximate average salary by contribution assumption: employee only about $300,092 at 4% or $200,061 at 6%; with 50% employer match about $200,061 at 4% or $133,374 at 6%; with 100% employer match about $150,046 at 4% or $100,031 at 6%.
Jose M. Rodriguez-Valdes, M.D. Money Purchase Pension Plan & Trust-3$764,376$36,011$12,004iApproximate average salary by contribution assumption: employee only about $300,092 at 4% or $200,061 at 6%; with 50% employer match about $200,061 at 4% or $133,374 at 6%; with 100% employer match about $150,046 at 4% or $100,031 at 6%.
200014$0$0-
Jose M. Rodriguez-Valdes, M.D. Money Purchase Pension Plan & Trust-4---
199910$1,678,418$35,866-
Jose M. Rodriguez-Valdes, M.D. Money Purchase Pension Plan & Trust-0$1,678,418$35,866-