Civic Intelligence

Julio J. Valdes, M.D., P.A.

Plan context: Julio J. Valdes, M.D., P.A. 401(K) Profit Sharing Plan

EIN 59-1880269 • Tampa, FL • 23 filings • 5 plans

4506 N Armenia AveTampa, FL 33603-2732
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$400,579

2024 Contributions

$29,362

Historical Graphs

Total Assets Over Time

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

$3,028,248$1,514,124$0200420152024YearValue
$400,579Latest year 2024

Participants Over Time

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

1160200120142024YearValue
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$400,579$29,362$4,894iApproximate average salary by contribution assumption: employee only about $122,342 at 4% or $81,561 at 6%; with 50% employer match about $81,561 at 4% or $54,374 at 6%; with 100% employer match about $61,171 at 4% or $40,781 at 6%.
Julio J. Valdes, M.D., P.A. 401(K) Profit Sharing Plan-6$400,579$29,362$4,894iApproximate average salary by contribution assumption: employee only about $122,342 at 4% or $81,561 at 6%; with 50% employer match about $81,561 at 4% or $54,374 at 6%; with 100% employer match about $61,171 at 4% or $40,781 at 6%.
2023110$362,452$32,463$3,246iApproximate average salary by contribution assumption: employee only about $81,158 at 4% or $54,105 at 6%; with 50% employer match about $54,105 at 4% or $36,070 at 6%; with 100% employer match about $40,579 at 4% or $27,053 at 6%.
Julio J. Valdes, M.D., P.A. 401(K) Profit Sharing Plan-10$362,452$32,463$3,246iApproximate average salary by contribution assumption: employee only about $81,158 at 4% or $54,105 at 6%; with 50% employer match about $54,105 at 4% or $36,070 at 6%; with 100% employer match about $40,579 at 4% or $27,053 at 6%.
2022110$283,572$34,758$3,476iApproximate average salary by contribution assumption: employee only about $86,895 at 4% or $57,930 at 6%; with 50% employer match about $57,930 at 4% or $38,620 at 6%; with 100% employer match about $43,448 at 4% or $28,965 at 6%.
Julio J. Valdes, M.D., P.A. 401(K) Profit Sharing Plan-10$283,572$34,758$3,476iApproximate average salary by contribution assumption: employee only about $86,895 at 4% or $57,930 at 6%; with 50% employer match about $57,930 at 4% or $38,620 at 6%; with 100% employer match about $43,448 at 4% or $28,965 at 6%.
2021110$855,941$34,471$3,447iApproximate average salary by contribution assumption: employee only about $86,178 at 4% or $57,452 at 6%; with 50% employer match about $57,452 at 4% or $38,301 at 6%; with 100% employer match about $43,089 at 4% or $28,726 at 6%.
Julio J. Valdes, M.D., P.A. 401(K) Profit Sharing Plan-10$855,941$34,471$3,447iApproximate average salary by contribution assumption: employee only about $86,178 at 4% or $57,452 at 6%; with 50% employer match about $57,452 at 4% or $38,301 at 6%; with 100% employer match about $43,089 at 4% or $28,726 at 6%.
2020110$750,080$14,800$1,480iApproximate average salary by contribution assumption: employee only about $37,000 at 4% or $24,667 at 6%; with 50% employer match about $24,667 at 4% or $16,444 at 6%; with 100% employer match about $18,500 at 4% or $12,333 at 6%.
Julio J. Valdes, M.D., P.A. 401(K) Profit Sharing Plan-10$750,080$14,800$1,480iApproximate average salary by contribution assumption: employee only about $37,000 at 4% or $24,667 at 6%; with 50% employer match about $24,667 at 4% or $16,444 at 6%; with 100% employer match about $18,500 at 4% or $12,333 at 6%.
201919$689,847$25,593$2,844iApproximate average salary by contribution assumption: employee only about $71,092 at 4% or $47,394 at 6%; with 50% employer match about $47,394 at 4% or $31,596 at 6%; with 100% employer match about $35,546 at 4% or $23,697 at 6%.
Julio J. Valdes, M.D., P.A. 401(K) Profit Sharing Plan-9$689,847$25,593$2,844iApproximate average salary by contribution assumption: employee only about $71,092 at 4% or $47,394 at 6%; with 50% employer match about $47,394 at 4% or $31,596 at 6%; with 100% employer match about $35,546 at 4% or $23,697 at 6%.
2018110$743,312$0-
Julio J. Valdes, M.D., P.A. 401(K) Profit Sharing Plan-10$743,312--
2017110$1,571,902$5,894$589iApproximate average salary by contribution assumption: employee only about $14,735 at 4% or $9,823 at 6%; with 50% employer match about $9,823 at 4% or $6,549 at 6%; with 100% employer match about $7,368 at 4% or $4,912 at 6%.
Julio J. Valdes, M.D., P.A. 401(K) Profit Sharing Plan-10$1,571,902$5,894$589iApproximate average salary by contribution assumption: employee only about $14,735 at 4% or $9,823 at 6%; with 50% employer match about $9,823 at 4% or $6,549 at 6%; with 100% employer match about $7,368 at 4% or $4,912 at 6%.
2016110$2,884,532$20,148$2,015iApproximate average salary by contribution assumption: employee only about $50,370 at 4% or $33,580 at 6%; with 50% employer match about $33,580 at 4% or $22,387 at 6%; with 100% employer match about $25,185 at 4% or $16,790 at 6%.
Julio J. Valdes, M.D., P.A. 401(K) Profit Sharing Plan-10$2,884,532$20,148$2,015iApproximate average salary by contribution assumption: employee only about $50,370 at 4% or $33,580 at 6%; with 50% employer match about $33,580 at 4% or $22,387 at 6%; with 100% employer match about $25,185 at 4% or $16,790 at 6%.
201518$2,854,623$19,863$2,483iApproximate average salary by contribution assumption: employee only about $62,072 at 4% or $41,381 at 6%; with 50% employer match about $41,381 at 4% or $27,588 at 6%; with 100% employer match about $31,036 at 4% or $20,691 at 6%.
Julio J. Valdes, M.D., P.A. 401(K) Profit Sharing Plan-8$2,854,623$19,863$2,483iApproximate average salary by contribution assumption: employee only about $62,072 at 4% or $41,381 at 6%; with 50% employer match about $41,381 at 4% or $27,588 at 6%; with 100% employer match about $31,036 at 4% or $20,691 at 6%.
201418$3,028,248$21,649$2,706iApproximate average salary by contribution assumption: employee only about $67,653 at 4% or $45,102 at 6%; with 50% employer match about $45,102 at 4% or $30,068 at 6%; with 100% employer match about $33,827 at 4% or $22,551 at 6%.
Julio J. Valdes, M.D., P.A. 401(K) Profit Sharing Plan-8$3,028,248$21,649$2,706iApproximate average salary by contribution assumption: employee only about $67,653 at 4% or $45,102 at 6%; with 50% employer match about $45,102 at 4% or $30,068 at 6%; with 100% employer match about $33,827 at 4% or $22,551 at 6%.
201318$2,892,838$20,645$2,581iApproximate average salary by contribution assumption: employee only about $64,516 at 4% or $43,010 at 6%; with 50% employer match about $43,010 at 4% or $28,674 at 6%; with 100% employer match about $32,258 at 4% or $21,505 at 6%.
Julio J. Valdes, M.D., P.A. 401(K) Profit Sharing Plan-8$2,892,838$20,645$2,581iApproximate average salary by contribution assumption: employee only about $64,516 at 4% or $43,010 at 6%; with 50% employer match about $43,010 at 4% or $28,674 at 6%; with 100% employer match about $32,258 at 4% or $21,505 at 6%.
2012111$2,735,900$28,516$2,592iApproximate average salary by contribution assumption: employee only about $64,809 at 4% or $43,206 at 6%; with 50% employer match about $43,206 at 4% or $28,804 at 6%; with 100% employer match about $32,405 at 4% or $21,603 at 6%.
Julio J. Valdes, M.D., P.A. 401(K) Profit Sharing Plan-11$2,735,900$28,516$2,592iApproximate average salary by contribution assumption: employee only about $64,809 at 4% or $43,206 at 6%; with 50% employer match about $43,206 at 4% or $28,804 at 6%; with 100% employer match about $32,405 at 4% or $21,603 at 6%.
2011110$2,610,859$20,224$2,022iApproximate average salary by contribution assumption: employee only about $50,560 at 4% or $33,707 at 6%; with 50% employer match about $33,707 at 4% or $22,471 at 6%; with 100% employer match about $25,280 at 4% or $16,853 at 6%.
Julio J. Valdes, M.D., P.A. 401(K) Profit Sharing Plan-10$2,610,859$20,224$2,022iApproximate average salary by contribution assumption: employee only about $50,560 at 4% or $33,707 at 6%; with 50% employer match about $33,707 at 4% or $22,471 at 6%; with 100% employer match about $25,280 at 4% or $16,853 at 6%.
2010110$2,558,646$23,364$2,336iApproximate average salary by contribution assumption: employee only about $58,410 at 4% or $38,940 at 6%; with 50% employer match about $38,940 at 4% or $25,960 at 6%; with 100% employer match about $29,205 at 4% or $19,470 at 6%.
Julio J. Valdes, M.D., P.A. 401(K) Profit Sharing Plan-10$2,558,646$23,364$2,336iApproximate average salary by contribution assumption: employee only about $58,410 at 4% or $38,940 at 6%; with 50% employer match about $38,940 at 4% or $25,960 at 6%; with 100% employer match about $29,205 at 4% or $19,470 at 6%.
200918$2,448,008$21,132$2,642iApproximate average salary by contribution assumption: employee only about $66,038 at 4% or $44,025 at 6%; with 50% employer match about $44,025 at 4% or $29,350 at 6%; with 100% employer match about $33,019 at 4% or $22,013 at 6%.
Julio J. Valdes, M.D., P.A. 401(K) Profit Sharing Plan-8$2,448,008$21,132$2,642iApproximate average salary by contribution assumption: employee only about $66,038 at 4% or $44,025 at 6%; with 50% employer match about $44,025 at 4% or $29,350 at 6%; with 100% employer match about $33,019 at 4% or $22,013 at 6%.
200618$2,610,282$60,645$7,581iApproximate average salary by contribution assumption: employee only about $189,516 at 4% or $126,344 at 6%; with 50% employer match about $126,344 at 4% or $84,229 at 6%; with 100% employer match about $94,758 at 4% or $63,172 at 6%.
Julio J. Valdes, M.D., P.A. 401(K) Profit Sharing Plan-8$2,610,282$60,645$7,581iApproximate average salary by contribution assumption: employee only about $189,516 at 4% or $126,344 at 6%; with 50% employer match about $126,344 at 4% or $84,229 at 6%; with 100% employer match about $94,758 at 4% or $63,172 at 6%.
200527$1,679,526$78,948$11,278iApproximate average salary by contribution assumption: employee only about $281,957 at 4% or $187,971 at 6%; with 50% employer match about $187,971 at 4% or $125,314 at 6%; with 100% employer match about $140,979 at 4% or $93,986 at 6%.
Julio J. Valdes, M.D., P.A. 401(K) Profit Sharing Plan-7$1,679,526$78,948$11,278iApproximate average salary by contribution assumption: employee only about $281,957 at 4% or $187,971 at 6%; with 50% employer match about $187,971 at 4% or $125,314 at 6%; with 100% employer match about $140,979 at 4% or $93,986 at 6%.
Julio J. Valdes, M.D., P.A. 401(K) Profit Sharing Plan-6---
200417$1,865,300$25,365$3,624iApproximate average salary by contribution assumption: employee only about $90,589 at 4% or $60,393 at 6%; with 50% employer match about $60,393 at 4% or $40,262 at 6%; with 100% employer match about $45,295 at 4% or $30,196 at 6%.
Julio J. Valdes, M.D., P.A. 401(K) Profit Sharing Plan-7$1,865,300$25,365$3,624iApproximate average salary by contribution assumption: employee only about $90,589 at 4% or $60,393 at 6%; with 50% employer match about $60,393 at 4% or $40,262 at 6%; with 100% employer match about $45,295 at 4% or $30,196 at 6%.
200315$0$0-
Julio J. Valdes, M.D., P.A. 401(K) Profit Sharing Plan-5---
200215$0$0-
Julio J. Valdes, M.D., P.A. 401(K) Profit Sharing Plan-5---
200115$0$0-
Julio J. Valdes, M.D., P.A. 401(K) Profit Sharing Plan-5---