Civic Intelligence

Callman & Valente, M.D., P.A.

Plan context: Callman & Valente, M.D., P.A. 401K Profit Sharing Plan & Trust

EIN 59-2447753 • Port Charlotte, FL • 19 filings • 3 plans

2525 Harbor BlvdSuite 104Port Charlotte, FL 33952
Current Snapshot

Latest Year

2017

2017 Participants

4

2017 Assets

$1,095,764

2017 Contributions

$25,544

Historical Graphs

Total Assets Over Time

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

$2,651,385$1,325,693$0199920092017YearValue
$1,095,764Latest year 2017

Participants Over Time

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

34170199920082017YearValue
4Latest year 2017

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
201714$1,095,764$25,544$6,386iApproximate average salary by contribution assumption: employee only about $159,650 at 4% or $106,433 at 6%; with 50% employer match about $106,433 at 4% or $70,956 at 6%; with 100% employer match about $79,825 at 4% or $53,217 at 6%.
Callman & Valente, M.D., P.A. 401K Profit Sharing Plan & Trust-4$1,095,764$25,544$6,386iApproximate average salary by contribution assumption: employee only about $159,650 at 4% or $106,433 at 6%; with 50% employer match about $106,433 at 4% or $70,956 at 6%; with 100% employer match about $79,825 at 4% or $53,217 at 6%.
2016117$2,437,377$123,135$7,243iApproximate average salary by contribution assumption: employee only about $181,081 at 4% or $120,721 at 6%; with 50% employer match about $120,721 at 4% or $80,480 at 6%; with 100% employer match about $90,540 at 4% or $60,360 at 6%.
Callman & Valente, M.D., P.A. 401K Profit Sharing Plan & Trust-17$2,437,377$123,135$7,243iApproximate average salary by contribution assumption: employee only about $181,081 at 4% or $120,721 at 6%; with 50% employer match about $120,721 at 4% or $80,480 at 6%; with 100% employer match about $90,540 at 4% or $60,360 at 6%.
2015117$2,121,037$125,262$7,368iApproximate average salary by contribution assumption: employee only about $184,209 at 4% or $122,806 at 6%; with 50% employer match about $122,806 at 4% or $81,871 at 6%; with 100% employer match about $92,104 at 4% or $61,403 at 6%.
Callman & Valente, M.D., P.A. 401K Profit Sharing Plan & Trust-17$2,121,037$125,262$7,368iApproximate average salary by contribution assumption: employee only about $184,209 at 4% or $122,806 at 6%; with 50% employer match about $122,806 at 4% or $81,871 at 6%; with 100% employer match about $92,104 at 4% or $61,403 at 6%.
2014119$2,123,047$120,152$6,324iApproximate average salary by contribution assumption: employee only about $158,095 at 4% or $105,396 at 6%; with 50% employer match about $105,396 at 4% or $70,264 at 6%; with 100% employer match about $79,047 at 4% or $52,698 at 6%.
Callman & Valente, M.D., P.A. 401K Profit Sharing Plan & Trust-19$2,123,047$120,152$6,324iApproximate average salary by contribution assumption: employee only about $158,095 at 4% or $105,396 at 6%; with 50% employer match about $105,396 at 4% or $70,264 at 6%; with 100% employer match about $79,047 at 4% or $52,698 at 6%.
2013124$2,651,385$129,636$5,402iApproximate average salary by contribution assumption: employee only about $135,038 at 4% or $90,025 at 6%; with 50% employer match about $90,025 at 4% or $60,017 at 6%; with 100% employer match about $67,519 at 4% or $45,013 at 6%.
Callman & Valente, M.D., P.A. 401K Profit Sharing Plan & Trust-24$2,651,385$129,636$5,402iApproximate average salary by contribution assumption: employee only about $135,038 at 4% or $90,025 at 6%; with 50% employer match about $90,025 at 4% or $60,017 at 6%; with 100% employer match about $67,519 at 4% or $45,013 at 6%.
2012125$2,003,066$130,298$5,212iApproximate average salary by contribution assumption: employee only about $130,298 at 4% or $86,865 at 6%; with 50% employer match about $86,865 at 4% or $57,910 at 6%; with 100% employer match about $65,149 at 4% or $43,433 at 6%.
Callman & Valente, M.D., P.A. 401K Profit Sharing Plan & Trust-25$2,003,066$130,298$5,212iApproximate average salary by contribution assumption: employee only about $130,298 at 4% or $86,865 at 6%; with 50% employer match about $86,865 at 4% or $57,910 at 6%; with 100% employer match about $65,149 at 4% or $43,433 at 6%.
2011125$1,650,355$129,729$5,189iApproximate average salary by contribution assumption: employee only about $129,729 at 4% or $86,486 at 6%; with 50% employer match about $86,486 at 4% or $57,657 at 6%; with 100% employer match about $64,865 at 4% or $43,243 at 6%.
Callman & Valente, M.D., P.A. 401K Profit Sharing Plan & Trust-25$1,650,355$129,729$5,189iApproximate average salary by contribution assumption: employee only about $129,729 at 4% or $86,486 at 6%; with 50% employer match about $86,486 at 4% or $57,657 at 6%; with 100% employer match about $64,865 at 4% or $43,243 at 6%.
2010123$1,593,403$136,044$5,915iApproximate average salary by contribution assumption: employee only about $147,874 at 4% or $98,583 at 6%; with 50% employer match about $98,583 at 4% or $65,722 at 6%; with 100% employer match about $73,937 at 4% or $49,291 at 6%.
Callman & Valente, M.D., P.A. 401K Profit Sharing Plan & Trust-23$1,593,403$136,044$5,915iApproximate average salary by contribution assumption: employee only about $147,874 at 4% or $98,583 at 6%; with 50% employer match about $98,583 at 4% or $65,722 at 6%; with 100% employer match about $73,937 at 4% or $49,291 at 6%.
2009131$1,316,775$125,301$4,042iApproximate average salary by contribution assumption: employee only about $101,049 at 4% or $67,366 at 6%; with 50% employer match about $67,366 at 4% or $44,911 at 6%; with 100% employer match about $50,525 at 4% or $33,683 at 6%.
Callman & Valente, M.D., P.A. 401K Profit Sharing Plan & Trust-31$1,316,775$125,301$4,042iApproximate average salary by contribution assumption: employee only about $101,049 at 4% or $67,366 at 6%; with 50% employer match about $67,366 at 4% or $44,911 at 6%; with 100% employer match about $50,525 at 4% or $33,683 at 6%.
2008127$1,138,534$156,167$5,784iApproximate average salary by contribution assumption: employee only about $144,599 at 4% or $96,399 at 6%; with 50% employer match about $96,399 at 4% or $64,266 at 6%; with 100% employer match about $72,300 at 4% or $48,200 at 6%.
Callman & Valente, M.D., P.A. 401K Profit Sharing Plan & Trust-27$1,138,534$156,167$5,784iApproximate average salary by contribution assumption: employee only about $144,599 at 4% or $96,399 at 6%; with 50% employer match about $96,399 at 4% or $64,266 at 6%; with 100% employer match about $72,300 at 4% or $48,200 at 6%.
2007134$0$0-
Callman & Valente, M.D., P.A. 401K Profit Sharing Plan & Trust-34---
2006132$1,305,537$170,547$5,330iApproximate average salary by contribution assumption: employee only about $133,240 at 4% or $88,827 at 6%; with 50% employer match about $88,827 at 4% or $59,218 at 6%; with 100% employer match about $66,620 at 4% or $44,413 at 6%.
Callman & Valente, M.D., P.A. 401K Profit Sharing Plan & Trust-32$1,305,537$170,547$5,330iApproximate average salary by contribution assumption: employee only about $133,240 at 4% or $88,827 at 6%; with 50% employer match about $88,827 at 4% or $59,218 at 6%; with 100% employer match about $66,620 at 4% or $44,413 at 6%.
2005124$1,013,911$138,766$5,782iApproximate average salary by contribution assumption: employee only about $144,548 at 4% or $96,365 at 6%; with 50% employer match about $96,365 at 4% or $64,244 at 6%; with 100% employer match about $72,274 at 4% or $48,183 at 6%.
Callman & Valente, M.D., P.A. 401K Profit Sharing Plan & Trust-24$1,013,911$138,766$5,782iApproximate average salary by contribution assumption: employee only about $144,548 at 4% or $96,365 at 6%; with 50% employer match about $96,365 at 4% or $64,244 at 6%; with 100% employer match about $72,274 at 4% or $48,183 at 6%.
2004125$871,847$128,112$5,124iApproximate average salary by contribution assumption: employee only about $128,112 at 4% or $85,408 at 6%; with 50% employer match about $85,408 at 4% or $56,939 at 6%; with 100% employer match about $64,056 at 4% or $42,704 at 6%.
Callman & Valente, M.D., P.A. 401K Profit Sharing Plan & Trust-25$871,847$128,112$5,124iApproximate average salary by contribution assumption: employee only about $128,112 at 4% or $85,408 at 6%; with 50% employer match about $85,408 at 4% or $56,939 at 6%; with 100% employer match about $64,056 at 4% or $42,704 at 6%.
2003124$709,755$167,346$6,973iApproximate average salary by contribution assumption: employee only about $174,319 at 4% or $116,213 at 6%; with 50% employer match about $116,213 at 4% or $77,475 at 6%; with 100% employer match about $87,159 at 4% or $58,106 at 6%.
Callman & Valente, M.D., P.A. 401K Profit Sharing Plan & Trust-24$709,755$167,346$6,973iApproximate average salary by contribution assumption: employee only about $174,319 at 4% or $116,213 at 6%; with 50% employer match about $116,213 at 4% or $77,475 at 6%; with 100% employer match about $87,159 at 4% or $58,106 at 6%.
2002130$519,219$68,578$2,286iApproximate average salary by contribution assumption: employee only about $57,148 at 4% or $38,099 at 6%; with 50% employer match about $38,099 at 4% or $25,399 at 6%; with 100% employer match about $28,574 at 4% or $19,049 at 6%.
Callman & Valente, M.D., P.A. 401K Profit Sharing Plan & Trust-30$519,219$68,578$2,286iApproximate average salary by contribution assumption: employee only about $57,148 at 4% or $38,099 at 6%; with 50% employer match about $38,099 at 4% or $25,399 at 6%; with 100% employer match about $28,574 at 4% or $19,049 at 6%.
2001120$556,698$101,022$5,051iApproximate average salary by contribution assumption: employee only about $126,278 at 4% or $84,185 at 6%; with 50% employer match about $84,185 at 4% or $56,123 at 6%; with 100% employer match about $63,139 at 4% or $42,093 at 6%.
Callman & Valente, M.D., P.A. 401K Profit Sharing Plan & Trust-20$556,698$101,022$5,051iApproximate average salary by contribution assumption: employee only about $126,278 at 4% or $84,185 at 6%; with 50% employer match about $84,185 at 4% or $56,123 at 6%; with 100% employer match about $63,139 at 4% or $42,093 at 6%.
2000118$619,487$215,652$11,981iApproximate average salary by contribution assumption: employee only about $299,517 at 4% or $199,678 at 6%; with 50% employer match about $199,678 at 4% or $133,119 at 6%; with 100% employer match about $149,758 at 4% or $99,839 at 6%.
Callman & Valente, M.D., P.A. 401K Profit Sharing Plan & Trust-18$619,487$215,652$11,981iApproximate average salary by contribution assumption: employee only about $299,517 at 4% or $199,678 at 6%; with 50% employer match about $199,678 at 4% or $133,119 at 6%; with 100% employer match about $149,758 at 4% or $99,839 at 6%.
1999116$549,954$89,712$5,607iApproximate average salary by contribution assumption: employee only about $140,175 at 4% or $93,450 at 6%; with 50% employer match about $93,450 at 4% or $62,300 at 6%; with 100% employer match about $70,088 at 4% or $46,725 at 6%.
Callman & Valente, M.D., P.A. 401K Profit Sharing Plan & Trust-16$549,954$89,712$5,607iApproximate average salary by contribution assumption: employee only about $140,175 at 4% or $93,450 at 6%; with 50% employer match about $93,450 at 4% or $62,300 at 6%; with 100% employer match about $70,088 at 4% or $46,725 at 6%.