Civic Intelligence

Anthony a. Valdez, M.D., a Sole Proprietor and Michelle L. Valdez, M.D.

Plan context: Anthony a. Valdez, M.D., a Sole Proprietor and Michelle L. Valdez, M.D, a Sole Proprietor Profit Sharing Plan

EIN 77-0037147 • Bakersfield, CA • 17 filings • 5 plans

3807 Union Avenue, Suite BBakersfield, CA 93305
Current Snapshot

Latest Year

2017

2017 Participants

12

2017 Assets

$1,646,532

2017 Contributions

$47,397

Historical Graphs

Total Assets Over Time

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

$1,646,532$823,266$0199920102016YearValue
$1,646,532Latest year 2016

Participants Over Time

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

1260199920092016YearValue
12Latest year 2016

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
201710$0$0-
Anthony a. Valdez, M.D., a Sole Proprietor and Michelle L. Valdez, M.D, a Sole Proprietor Profit Sharing Plan-0$0--
2016112$1,646,532$47,397$3,950iApproximate average salary by contribution assumption: employee only about $98,744 at 4% or $65,829 at 6%; with 50% employer match about $65,829 at 4% or $43,886 at 6%; with 100% employer match about $49,372 at 4% or $32,915 at 6%.
Anthony a. Valdez, M.D., a Sole Proprietor and Michelle L. Valdez, M.D, a Sole Proprietor Profit Sharing Plan-12$1,646,532$47,397$3,950iApproximate average salary by contribution assumption: employee only about $98,744 at 4% or $65,829 at 6%; with 50% employer match about $65,829 at 4% or $43,886 at 6%; with 100% employer match about $49,372 at 4% or $32,915 at 6%.
2015110$1,479,209$1,300$130iApproximate average salary by contribution assumption: employee only about $3,250 at 4% or $2,167 at 6%; with 50% employer match about $2,167 at 4% or $1,444 at 6%; with 100% employer match about $1,625 at 4% or $1,083 at 6%.
Anthony a. Valdez, M.D., a Sole Proprietor and Michelle L. Valdez, M.D, a Sole Proprietor Profit Sharing Plan-10$1,479,209$1,300$130iApproximate average salary by contribution assumption: employee only about $3,250 at 4% or $2,167 at 6%; with 50% employer match about $2,167 at 4% or $1,444 at 6%; with 100% employer match about $1,625 at 4% or $1,083 at 6%.
2014112$1,511,857$56,450$4,704iApproximate average salary by contribution assumption: employee only about $117,604 at 4% or $78,403 at 6%; with 50% employer match about $78,403 at 4% or $52,269 at 6%; with 100% employer match about $58,802 at 4% or $39,201 at 6%.
Anthony a. Valdez, M.D., a Sole Proprietor and Michelle L. Valdez, M.D, a Sole Proprietor Profit Sharing Plan-12$1,511,857$56,450$4,704iApproximate average salary by contribution assumption: employee only about $117,604 at 4% or $78,403 at 6%; with 50% employer match about $78,403 at 4% or $52,269 at 6%; with 100% employer match about $58,802 at 4% or $39,201 at 6%.
201318$1,415,624$58,482$7,310iApproximate average salary by contribution assumption: employee only about $182,756 at 4% or $121,838 at 6%; with 50% employer match about $121,838 at 4% or $81,225 at 6%; with 100% employer match about $91,378 at 4% or $60,919 at 6%.
Anthony a. Valdez, M.D., a Sole Proprietor and Michelle L. Valdez, M.D, a Sole Proprietor Profit Sharing Plan-8$1,415,624$58,482$7,310iApproximate average salary by contribution assumption: employee only about $182,756 at 4% or $121,838 at 6%; with 50% employer match about $121,838 at 4% or $81,225 at 6%; with 100% employer match about $91,378 at 4% or $60,919 at 6%.
201219$1,231,922$81,032$9,004iApproximate average salary by contribution assumption: employee only about $225,089 at 4% or $150,059 at 6%; with 50% employer match about $150,059 at 4% or $100,040 at 6%; with 100% employer match about $112,544 at 4% or $75,030 at 6%.
Anthony a. Valdez, M.D., a Sole Proprietor and Michelle L. Valdez, M.D, a Sole Proprietor Profit Sharing Plan-9$1,231,922$81,032$9,004iApproximate average salary by contribution assumption: employee only about $225,089 at 4% or $150,059 at 6%; with 50% employer match about $150,059 at 4% or $100,040 at 6%; with 100% employer match about $112,544 at 4% or $75,030 at 6%.
201119$1,107,931$80,232$8,915iApproximate average salary by contribution assumption: employee only about $222,867 at 4% or $148,578 at 6%; with 50% employer match about $148,578 at 4% or $99,052 at 6%; with 100% employer match about $111,433 at 4% or $74,289 at 6%.
Anthony a. Valdez, M.D., a Sole Proprietor and Michelle L. Valdez, M.D, a Sole Proprietor Profit Sharing Plan-9$1,107,931$80,232$8,915iApproximate average salary by contribution assumption: employee only about $222,867 at 4% or $148,578 at 6%; with 50% employer match about $148,578 at 4% or $99,052 at 6%; with 100% employer match about $111,433 at 4% or $74,289 at 6%.
201018$1,004,031$63,961$7,995iApproximate average salary by contribution assumption: employee only about $199,878 at 4% or $133,252 at 6%; with 50% employer match about $133,252 at 4% or $88,835 at 6%; with 100% employer match about $99,939 at 4% or $66,626 at 6%.
Anthony a. Valdez, M.D., a Sole Proprietor and Michelle L. Valdez, M.D, a Sole Proprietor Profit Sharing Plan-8$1,004,031$63,961$7,995iApproximate average salary by contribution assumption: employee only about $199,878 at 4% or $133,252 at 6%; with 50% employer match about $133,252 at 4% or $88,835 at 6%; with 100% employer match about $99,939 at 4% or $66,626 at 6%.
200928$1,590,596$125,928$15,741iApproximate average salary by contribution assumption: employee only about $393,525 at 4% or $262,350 at 6%; with 50% employer match about $262,350 at 4% or $174,900 at 6%; with 100% employer match about $196,763 at 4% or $131,175 at 6%.
Anthony a. Valdez, M.D., a Sole Proprietor and Michelle L. Valdez, M.D, a Sole Proprietor Profit Sharing Plan-8$916,029$76,032$9,504iApproximate average salary by contribution assumption: employee only about $237,600 at 4% or $158,400 at 6%; with 50% employer match about $158,400 at 4% or $105,600 at 6%; with 100% employer match about $118,800 at 4% or $79,200 at 6%.
Anthony a. Valdez, M.D., a Sole Proprietor and Michelle L. Valdez, M.D, a Sole Proprietor Profit Sharing Plan-6$674,567$49,896$8,316iApproximate average salary by contribution assumption: employee only about $207,900 at 4% or $138,600 at 6%; with 50% employer match about $138,600 at 4% or $92,400 at 6%; with 100% employer match about $103,950 at 4% or $69,300 at 6%.
200515$750,808$46,137$9,227iApproximate average salary by contribution assumption: employee only about $230,685 at 4% or $153,790 at 6%; with 50% employer match about $153,790 at 4% or $102,527 at 6%; with 100% employer match about $115,343 at 4% or $76,895 at 6%.
Anthony a. Valdez, M.D., a Sole Proprietor and Michelle L. Valdez, M.D, a Sole Proprietor Profit Sharing Plan-5$750,808$46,137$9,227iApproximate average salary by contribution assumption: employee only about $230,685 at 4% or $153,790 at 6%; with 50% employer match about $153,790 at 4% or $102,527 at 6%; with 100% employer match about $115,343 at 4% or $76,895 at 6%.
200415$662,461$50,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Anthony a. Valdez, M.D., a Sole Proprietor and Michelle L. Valdez, M.D, a Sole Proprietor Profit Sharing Plan-5$662,461$50,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
200317$545,057$37,132$5,305iApproximate average salary by contribution assumption: employee only about $132,614 at 4% or $88,410 at 6%; with 50% employer match about $88,410 at 4% or $58,940 at 6%; with 100% employer match about $66,307 at 4% or $44,205 at 6%.
Anthony a. Valdez, M.D., a Sole Proprietor and Michelle L. Valdez, M.D, a Sole Proprietor Profit Sharing Plan-7$545,057$37,132$5,305iApproximate average salary by contribution assumption: employee only about $132,614 at 4% or $88,410 at 6%; with 50% employer match about $88,410 at 4% or $58,940 at 6%; with 100% employer match about $66,307 at 4% or $44,205 at 6%.
200216$380,571$26,031$4,339iApproximate average salary by contribution assumption: employee only about $108,463 at 4% or $72,308 at 6%; with 50% employer match about $72,308 at 4% or $48,206 at 6%; with 100% employer match about $54,231 at 4% or $36,154 at 6%.
Anthony a. Valdez, M.D., a Sole Proprietor and Michelle L. Valdez, M.D, a Sole Proprietor Profit Sharing Plan-6$380,571$26,031$4,339iApproximate average salary by contribution assumption: employee only about $108,463 at 4% or $72,308 at 6%; with 50% employer match about $72,308 at 4% or $48,206 at 6%; with 100% employer match about $54,231 at 4% or $36,154 at 6%.
200115$0$0-
Anthony a. Valdez, M.D., a Sole Proprietor and Michelle L. Valdez, M.D, a Sole Proprietor Profit Sharing Plan-5---
200014$483,055$17,500$4,375iApproximate average salary by contribution assumption: employee only about $109,375 at 4% or $72,917 at 6%; with 50% employer match about $72,917 at 4% or $48,611 at 6%; with 100% employer match about $54,688 at 4% or $36,458 at 6%.
Anthony a. Valdez, M.D., a Sole Proprietor and Michelle L. Valdez, M.D, a Sole Proprietor Profit Sharing Plan-4$483,055$17,500$4,375iApproximate average salary by contribution assumption: employee only about $109,375 at 4% or $72,917 at 6%; with 50% employer match about $72,917 at 4% or $48,611 at 6%; with 100% employer match about $54,688 at 4% or $36,458 at 6%.
199916$515,008$25,000$4,167iApproximate average salary by contribution assumption: employee only about $104,167 at 4% or $69,444 at 6%; with 50% employer match about $69,444 at 4% or $46,296 at 6%; with 100% employer match about $52,083 at 4% or $34,722 at 6%.
Anthony a. Valdez, M.D., a Sole Proprietor and Michelle L. Valdez, M.D, a Sole Proprietor Profit Sharing Plan-6$515,008$25,000$4,167iApproximate average salary by contribution assumption: employee only about $104,167 at 4% or $69,444 at 6%; with 50% employer match about $69,444 at 4% or $46,296 at 6%; with 100% employer match about $52,083 at 4% or $34,722 at 6%.