Henry E. Valenzuela, P.A.
Plan context: Henry E. Valenzuela, P. a. Defined Benefit Pension Plan
EIN 59-3385951 • Tampa, FL • 45 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
10
2024 Assets
$9,363,964
2024 Contributions
$98,112
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 10 | $9,363,964 | $98,112 | $9,811iApproximate average salary by contribution assumption: employee only about $245,280 at 4% or $163,520 at 6%; with 50% employer match about $163,520 at 4% or $109,013 at 6%; with 100% employer match about $122,640 at 4% or $81,760 at 6%. |
| Henry E. Valenzuela, P. a. Defined Benefit Pension Plan | - | 10 | $5,656,575 | $0 | - |
| HENRY E. VALENZUELA, P. A. 401K PROFIT SHARING PLAN | - | 8 | $3,707,389 | $98,112 | $12,264iApproximate average salary by contribution assumption: employee only about $306,600 at 4% or $204,400 at 6%; with 50% employer match about $204,400 at 4% or $136,267 at 6%; with 100% employer match about $153,300 at 4% or $102,200 at 6%. |
| 2023 | 2 | 14 | $8,162,921 | $94,540 | $6,753iApproximate average salary by contribution assumption: employee only about $168,821 at 4% or $112,548 at 6%; with 50% employer match about $112,548 at 4% or $75,032 at 6%; with 100% employer match about $84,411 at 4% or $56,274 at 6%. |
| Henry E. Valenzuela, P. a. Defined Benefit Pension Plan | - | 10 | $4,886,005 | $0 | - |
| HENRY E. VALENZUELA, P. A. 401K PROFIT SHARING PLAN | - | 14 | $3,276,916 | $94,540 | $6,753iApproximate average salary by contribution assumption: employee only about $168,821 at 4% or $112,548 at 6%; with 50% employer match about $112,548 at 4% or $75,032 at 6%; with 100% employer match about $84,411 at 4% or $56,274 at 6%. |
| 2022 | 2 | 14 | $6,899,384 | $91,772 | $6,555iApproximate average salary by contribution assumption: employee only about $163,879 at 4% or $109,252 at 6%; with 50% employer match about $109,252 at 4% or $72,835 at 6%; with 100% employer match about $81,939 at 4% or $54,626 at 6%. |
| Henry E. Valenzuela, P. a. Defined Benefit Pension Plan | - | 10 | $4,136,505 | $0 | - |
| HENRY E. VALENZUELA, P. A. 401K PROFIT SHARING PLAN | - | 14 | $2,762,879 | $91,772 | $6,555iApproximate average salary by contribution assumption: employee only about $163,879 at 4% or $109,252 at 6%; with 50% employer match about $109,252 at 4% or $72,835 at 6%; with 100% employer match about $81,939 at 4% or $54,626 at 6%. |
| 2021 | 2 | 10 | $8,430,060 | $90,238 | $9,024iApproximate average salary by contribution assumption: employee only about $225,595 at 4% or $150,397 at 6%; with 50% employer match about $150,397 at 4% or $100,264 at 6%; with 100% employer match about $112,797 at 4% or $75,198 at 6%. |
| Henry E. Valenzuela, P. a. Defined Benefit Pension Plan | - | 10 | $5,094,857 | $0 | - |
| HENRY E. VALENZUELA, P. A. 401K PROFIT SHARING PLAN | - | 5 | $3,335,203 | $90,238 | $18,048iApproximate average salary by contribution assumption: employee only about $451,190 at 4% or $300,793 at 6%; with 50% employer match about $300,793 at 4% or $200,529 at 6%; with 100% employer match about $225,595 at 4% or $150,397 at 6%. |
| 2020 | 2 | 11 | $7,360,040 | $86,203 | $7,837iApproximate average salary by contribution assumption: employee only about $195,916 at 4% or $130,611 at 6%; with 50% employer match about $130,611 at 4% or $87,074 at 6%; with 100% employer match about $97,958 at 4% or $65,305 at 6%. |
| Henry E. Valenzuela, P. a. Defined Benefit Pension Plan | - | 10 | $4,535,305 | $0 | - |
| HENRY E. VALENZUELA, P. A. 401K PROFIT SHARING PLAN | - | 11 | $2,824,735 | $86,203 | $7,837iApproximate average salary by contribution assumption: employee only about $195,916 at 4% or $130,611 at 6%; with 50% employer match about $130,611 at 4% or $87,074 at 6%; with 100% employer match about $97,958 at 4% or $65,305 at 6%. |
| 2019 | 2 | 15 | $6,337,045 | $407,255 | $27,150iApproximate average salary by contribution assumption: employee only about $678,758 at 4% or $452,506 at 6%; with 50% employer match about $452,506 at 4% or $301,670 at 6%; with 100% employer match about $339,379 at 4% or $226,253 at 6%. |
| Henry E. Valenzuela, P. a. Defined Benefit Pension Plan | - | 10 | $4,034,480 | $320,000 | $32,000iApproximate average salary by contribution assumption: employee only about $800,000 at 4% or $533,333 at 6%; with 50% employer match about $533,333 at 4% or $355,556 at 6%; with 100% employer match about $400,000 at 4% or $266,667 at 6%. |
| HENRY E. VALENZUELA, P. A. 401K PROFIT SHARING PLAN | - | 15 | $2,302,565 | $87,255 | $5,817iApproximate average salary by contribution assumption: employee only about $145,425 at 4% or $96,950 at 6%; with 50% employer match about $96,950 at 4% or $64,633 at 6%; with 100% employer match about $72,713 at 4% or $48,475 at 6%. |
| 2018 | 2 | 15 | $5,080,628 | $674,468 | $44,965iApproximate average salary by contribution assumption: employee only about $1,124,113 at 4% or $749,409 at 6%; with 50% employer match about $749,409 at 4% or $499,606 at 6%; with 100% employer match about $562,057 at 4% or $374,704 at 6%. |
| Henry E. Valenzuela, P. a. Defined Benefit Pension Plan | - | 10 | $3,228,502 | $594,989 | $59,499iApproximate average salary by contribution assumption: employee only about $1,487,473 at 4% or $991,648 at 6%; with 50% employer match about $991,648 at 4% or $661,099 at 6%; with 100% employer match about $743,736 at 4% or $495,824 at 6%. |
| HENRY E. VALENZUELA, P.A. 401K PROFIT SHARING PLAN | - | 15 | $1,852,126 | $79,479 | $5,299iApproximate average salary by contribution assumption: employee only about $132,465 at 4% or $88,310 at 6%; with 50% employer match about $88,310 at 4% or $58,873 at 6%; with 100% employer match about $66,233 at 4% or $44,155 at 6%. |
| 2017 | 2 | 14 | $3,823,189 | $75,827 | $5,416iApproximate average salary by contribution assumption: employee only about $135,405 at 4% or $90,270 at 6%; with 50% employer match about $90,270 at 4% or $60,180 at 6%; with 100% employer match about $67,703 at 4% or $45,135 at 6%. |
| Henry E. Valenzuela, P. a. Defined Benefit Pension Plan | - | 9 | $1,971,761 | $0 | - |
| HENRY E. VALENZUELA, P.A. 401K PROFIT SHARING PLAN | - | 14 | $1,851,428 | $75,827 | $5,416iApproximate average salary by contribution assumption: employee only about $135,405 at 4% or $90,270 at 6%; with 50% employer match about $90,270 at 4% or $60,180 at 6%; with 100% employer match about $67,703 at 4% or $45,135 at 6%. |
| 2016 | 2 | 14 | $3,296,408 | $75,842 | $5,417iApproximate average salary by contribution assumption: employee only about $135,432 at 4% or $90,288 at 6%; with 50% employer match about $90,288 at 4% or $60,192 at 6%; with 100% employer match about $67,716 at 4% or $45,144 at 6%. |
| Henry E. Valenzuela, P. a. Defined Benefit Pension Plan | - | 9 | $1,712,266 | - | - |
| HENRY E. VALENZUELA, P.A. 401K PROFIT SHARING PLAN | - | 14 | $1,584,142 | $75,842 | $5,417iApproximate average salary by contribution assumption: employee only about $135,432 at 4% or $90,288 at 6%; with 50% employer match about $90,288 at 4% or $60,192 at 6%; with 100% employer match about $67,716 at 4% or $45,144 at 6%. |
| 2015 | 2 | 16 | $3,769,071 | $474,486 | $29,655iApproximate average salary by contribution assumption: employee only about $741,384 at 4% or $494,256 at 6%; with 50% employer match about $494,256 at 4% or $329,504 at 6%; with 100% employer match about $370,692 at 4% or $247,128 at 6%. |
| HENRY E. VALENZUELA, P.A. 401K PROFIT SHARING PLAN | - | 16 | $2,001,973 | $63,306 | $3,957iApproximate average salary by contribution assumption: employee only about $98,916 at 4% or $65,944 at 6%; with 50% employer match about $65,944 at 4% or $43,963 at 6%; with 100% employer match about $49,458 at 4% or $32,972 at 6%. |
| Henry E. Valenzuela, P. a. Defined Benefit Pension Plan | - | 10 | $1,767,098 | $411,180 | $41,118iApproximate average salary by contribution assumption: employee only about $1,027,950 at 4% or $685,300 at 6%; with 50% employer match about $685,300 at 4% or $456,867 at 6%; with 100% employer match about $513,975 at 4% or $342,650 at 6%. |
| 2014 | 2 | 16 | $3,345,749 | $69,866 | $4,367iApproximate average salary by contribution assumption: employee only about $109,166 at 4% or $72,777 at 6%; with 50% employer match about $72,777 at 4% or $48,518 at 6%; with 100% employer match about $54,583 at 4% or $36,389 at 6%. |
| HENRY E. VALENZUELA, P.A. 401K PROFIT SHARING PLAN | - | 16 | $1,994,554 | $69,866 | $4,367iApproximate average salary by contribution assumption: employee only about $109,166 at 4% or $72,777 at 6%; with 50% employer match about $72,777 at 4% or $48,518 at 6%; with 100% employer match about $54,583 at 4% or $36,389 at 6%. |
| Henry E. Valenzuela, P. a. Defined Benefit Pension Plan | - | 7 | $1,351,195 | - | - |
| 2013 | 2 | 15 | $3,254,310 | $721,370 | $48,091iApproximate average salary by contribution assumption: employee only about $1,202,283 at 4% or $801,522 at 6%; with 50% employer match about $801,522 at 4% or $534,348 at 6%; with 100% employer match about $601,142 at 4% or $400,761 at 6%. |
| HENRY E. VALENZUELA, P.A. 401K PROFIT SHARING PLAN | - | 15 | $1,950,249 | $160,510 | $10,701iApproximate average salary by contribution assumption: employee only about $267,517 at 4% or $178,344 at 6%; with 50% employer match about $178,344 at 4% or $118,896 at 6%; with 100% employer match about $133,758 at 4% or $89,172 at 6%. |
| Henry E. Valenzuela, P. a. Defined Benefit Pension Plan | - | 7 | $1,304,061 | $560,860 | $80,123iApproximate average salary by contribution assumption: employee only about $2,003,071 at 4% or $1,335,381 at 6%; with 50% employer match about $1,335,381 at 4% or $890,254 at 6%; with 100% employer match about $1,001,536 at 4% or $667,690 at 6%. |
| 2012 | 2 | 15 | $2,256,752 | $247,736 | $16,516iApproximate average salary by contribution assumption: employee only about $412,893 at 4% or $275,262 at 6%; with 50% employer match about $275,262 at 4% or $183,508 at 6%; with 100% employer match about $206,447 at 4% or $137,631 at 6%. |
| HENRY E. VALENZUELA, P.A. 401K PROFIT SHARING PLAN | - | 15 | $1,604,173 | $166,163 | $11,078iApproximate average salary by contribution assumption: employee only about $276,938 at 4% or $184,626 at 6%; with 50% employer match about $184,626 at 4% or $123,084 at 6%; with 100% employer match about $138,469 at 4% or $92,313 at 6%. |
| Henry E. Valenzuela, P. a. Defined Benefit Pension Plan | - | 0 | $652,579 | $81,573 | - |
| 2011 | 2 | 15 | $1,847,214 | $162,193 | $10,813iApproximate average salary by contribution assumption: employee only about $270,322 at 4% or $180,214 at 6%; with 50% employer match about $180,214 at 4% or $120,143 at 6%; with 100% employer match about $135,161 at 4% or $90,107 at 6%. |
| HENRY E. VALENZUELA, P.A. 401K PROFIT SHARING PLAN | - | 15 | $1,324,792 | $111,301 | $7,420iApproximate average salary by contribution assumption: employee only about $185,502 at 4% or $123,668 at 6%; with 50% employer match about $123,668 at 4% or $82,445 at 6%; with 100% employer match about $92,751 at 4% or $61,834 at 6%. |
| Henry E. Valenzuela, P. a. Defined Benefit Pension Plan | - | 8 | $522,422 | $50,892 | $6,362iApproximate average salary by contribution assumption: employee only about $159,038 at 4% or $106,025 at 6%; with 50% employer match about $106,025 at 4% or $70,683 at 6%; with 100% employer match about $79,519 at 4% or $53,013 at 6%. |
| 2010 | 2 | 15 | $1,748,715 | $173,775 | $11,585iApproximate average salary by contribution assumption: employee only about $289,625 at 4% or $193,083 at 6%; with 50% employer match about $193,083 at 4% or $128,722 at 6%; with 100% employer match about $144,813 at 4% or $96,542 at 6%. |
| HENRY E. VALENZUELA, P.A. 401K PROFIT SHARING PLAN | - | 15 | $1,254,489 | $115,156 | $7,677iApproximate average salary by contribution assumption: employee only about $191,927 at 4% or $127,951 at 6%; with 50% employer match about $127,951 at 4% or $85,301 at 6%; with 100% employer match about $95,963 at 4% or $63,976 at 6%. |
| Henry E. Valenzuela, P. a. Defined Benefit Pension Plan | - | 6 | $494,226 | $58,619 | $9,770iApproximate average salary by contribution assumption: employee only about $244,246 at 4% or $162,831 at 6%; with 50% employer match about $162,831 at 4% or $108,554 at 6%; with 100% employer match about $122,123 at 4% or $81,415 at 6%. |
| 2009 | 2 | 15 | $1,439,126 | $199,669 | $13,311iApproximate average salary by contribution assumption: employee only about $332,782 at 4% or $221,854 at 6%; with 50% employer match about $221,854 at 4% or $147,903 at 6%; with 100% employer match about $166,391 at 4% or $110,927 at 6%. |
| HENRY E. VALENZUELA, P.A. 401K PROFIT SHARING PLAN | - | 15 | $1,026,543 | $116,025 | $7,735iApproximate average salary by contribution assumption: employee only about $193,375 at 4% or $128,917 at 6%; with 50% employer match about $128,917 at 4% or $85,944 at 6%; with 100% employer match about $96,688 at 4% or $64,458 at 6%. |
| Henry E. Valenzuela, P. a. Defined Benefit Pension Plan | - | 7 | $412,583 | $83,644 | $11,949iApproximate average salary by contribution assumption: employee only about $298,729 at 4% or $199,152 at 6%; with 50% employer match about $199,152 at 4% or $132,768 at 6%; with 100% employer match about $149,364 at 4% or $99,576 at 6%. |
| 2008 | 2 | 8 | $0 | $0 | - |
| HENRY E. VALENZUELA, P.A. 401K PROFIT SHARING PLAN | - | 8 | - | - | - |
| Henry E. Valenzuela, P. a. Defined Benefit Pension Plan | - | 7 | - | - | - |
| 2007 | 2 | 7 | $0 | $0 | - |
| HENRY E. VALENZUELA, P.A. 401K PROFIT SHARING PLAN | - | 7 | - | - | - |
| Henry E. Valenzuela, P. a. Defined Benefit Pension Plan | - | 6 | - | - | - |
| 2006 | 2 | 8 | $965,727 | $166,386 | $20,798iApproximate average salary by contribution assumption: employee only about $519,956 at 4% or $346,638 at 6%; with 50% employer match about $346,638 at 4% or $231,092 at 6%; with 100% employer match about $259,978 at 4% or $173,319 at 6%. |
| HENRY E. VALENZUELA, P.A. 401K PROFIT SHARING PLAN | - | 8 | $750,649 | $102,386 | $12,798iApproximate average salary by contribution assumption: employee only about $319,956 at 4% or $213,304 at 6%; with 50% employer match about $213,304 at 4% or $142,203 at 6%; with 100% employer match about $159,978 at 4% or $106,652 at 6%. |
| Henry E. Valenzuela, P. a. Defined Benefit Pension Plan | - | 4 | $215,078 | $64,000 | $16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%. |
| 2004 | 2 | 7 | $550,955 | $177,360 | $25,337iApproximate average salary by contribution assumption: employee only about $633,429 at 4% or $422,286 at 6%; with 50% employer match about $422,286 at 4% or $281,524 at 6%; with 100% employer match about $316,714 at 4% or $211,143 at 6%. |
| Henry E. Valenzuela, P.A. Money Purchase Pension Plan | - | 7 | $481,955 | $108,360 | $15,480iApproximate average salary by contribution assumption: employee only about $387,000 at 4% or $258,000 at 6%; with 50% employer match about $258,000 at 4% or $172,000 at 6%; with 100% employer match about $193,500 at 4% or $129,000 at 6%. |
| HENRY E. VALENZUELA, P.A. DEFINED BENEFIT PENSION PLAN | - | 7 | $69,000 | $69,000 | $9,857iApproximate average salary by contribution assumption: employee only about $246,429 at 4% or $164,286 at 6%; with 50% employer match about $164,286 at 4% or $109,524 at 6%; with 100% employer match about $123,214 at 4% or $82,143 at 6%. |
| 2003 | 1 | 5 | $355,213 | $56,713 | $11,343iApproximate average salary by contribution assumption: employee only about $283,565 at 4% or $189,043 at 6%; with 50% employer match about $189,043 at 4% or $126,029 at 6%; with 100% employer match about $141,783 at 4% or $94,522 at 6%. |
| Henry E. Valenzuela, P.A. Money Purchase Pension Plan | - | 5 | $355,213 | $56,713 | $11,343iApproximate average salary by contribution assumption: employee only about $283,565 at 4% or $189,043 at 6%; with 50% employer match about $189,043 at 4% or $126,029 at 6%; with 100% employer match about $141,783 at 4% or $94,522 at 6%. |
| 2002 | 1 | 6 | $0 | $0 | - |
| Henry E. Valenzuela, P.A. Money Purchase Pension Plan | - | 6 | - | - | - |
| 2001 | 1 | 4 | $0 | $0 | - |
| Henry E. Valenzuela, P.A. Money Purchase Pension Plan | - | 4 | - | - | - |
| 2000 | 1 | 5 | $269,423 | $112,381 | $22,476iApproximate average salary by contribution assumption: employee only about $561,905 at 4% or $374,603 at 6%; with 50% employer match about $374,603 at 4% or $249,736 at 6%; with 100% employer match about $280,953 at 4% or $187,302 at 6%. |
| Henry E. Valenzuela, P.A. Money Purchase Pension Plan | - | 5 | $269,423 | $112,381 | $22,476iApproximate average salary by contribution assumption: employee only about $561,905 at 4% or $374,603 at 6%; with 50% employer match about $374,603 at 4% or $249,736 at 6%; with 100% employer match about $280,953 at 4% or $187,302 at 6%. |
| 1999 | 1 | 5 | $188,109 | $78,679 | $15,736iApproximate average salary by contribution assumption: employee only about $393,395 at 4% or $262,263 at 6%; with 50% employer match about $262,263 at 4% or $174,842 at 6%; with 100% employer match about $196,698 at 4% or $131,132 at 6%. |
| Henry E. Valenzuela, P.A. Money Purchase Pension Plan | - | 5 | $188,109 | $78,679 | $15,736iApproximate average salary by contribution assumption: employee only about $393,395 at 4% or $262,263 at 6%; with 50% employer match about $262,263 at 4% or $174,842 at 6%; with 100% employer match about $196,698 at 4% or $131,132 at 6%. |