Civic Intelligence

Valerie L. Traina, M.D.

Plan context: Valerie L. Traina, M.D. 401(K) Safe Harbor Profit Sharing Plan

EIN 77-0289628 • Los Gatos, CA • 38 filings • 11 plans

320 Dardanelli Lane, Suite 17Los Gatos, CA 95032
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$98,131

2024 Contributions

$47,123

Historical Graphs

Total Assets Over Time

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

$1,316,838$658,419$0199920132024YearValue
$98,131Latest year 2024

Participants Over Time

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

320199920122024YearValue
2Latest 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
202412$98,131$47,123$23,562iApproximate average salary by contribution assumption: employee only about $589,038 at 4% or $392,692 at 6%; with 50% employer match about $392,692 at 4% or $261,794 at 6%; with 100% employer match about $294,519 at 4% or $196,346 at 6%.
Valerie L. Traina, M.D. 401(K) Safe Harbor Profit Sharing Plan-2$98,131$47,123$23,562iApproximate average salary by contribution assumption: employee only about $589,038 at 4% or $392,692 at 6%; with 50% employer match about $392,692 at 4% or $261,794 at 6%; with 100% employer match about $294,519 at 4% or $196,346 at 6%.
202312$101,475$0-
Valerie L. Traina, M.D. 401(K) Safe Harbor Profit Sharing Plan-2$101,475--
202212$101,475$0-
Valerie L. Traina, M.D. 401(K) Safe Harbor Profit Sharing Plan-2$101,475$0-
202112$227,280$0-
Valerie L. Traina, M.D. 401(K) Safe Harbor Profit Sharing Plan-2$227,280$0-
202012$295,628$0-
Valerie L. Traina, M.D. 401(K) Safe Harbor Profit Sharing Plan-2$295,628$0-
201912$456,844$0-
Valerie L. Traina, M.D. 401(K) Safe Harbor Profit Sharing Plan-2$456,844$0-
201812$472,760$0-
Valerie L. Traina, M.D. 401(K) Safe Harbor Profit Sharing Plan-2$472,760$0-
201712$524,621$0-
Valerie L. Traina, M.D. 401(K) Safe Harbor Profit Sharing Plan-2$524,621$0-
201612$790,286$0-
Valerie L. Traina, M.D. 401(K) Safe Harbor Profit Sharing Plan-2$790,286$0-
201522$870,003$274,269$137,135iApproximate average salary by contribution assumption: employee only about $3,428,363 at 4% or $2,285,575 at 6%; with 50% employer match about $2,285,575 at 4% or $1,523,717 at 6%; with 100% employer match about $1,714,181 at 4% or $1,142,788 at 6%.
Valerie L. Traina, M.D. 401(K) Safe Harbor Profit Sharing Plan-2$870,003$274,269$137,135iApproximate average salary by contribution assumption: employee only about $3,428,363 at 4% or $2,285,575 at 6%; with 50% employer match about $2,285,575 at 4% or $1,523,717 at 6%; with 100% employer match about $1,714,181 at 4% or $1,142,788 at 6%.
VALERIE L. TRAINA, M.D. DEFINED BENEFIT PLAN-0$0--
201422$1,316,838$0-
VALERIE L. TRAINA, M.D. DEFINED BENEFIT PLAN-2$1,163,129--
Valerie L. Traina, M.D. 401(K) Safe Harbor Profit Sharing Plan-2$153,709--
201322$1,256,754$0-
VALERIE L. TRAINA, M.D. DEFINED BENEFIT PLAN-2$1,107,896--
Valerie L. Traina, M.D. 401(K) Safe Harbor Profit Sharing Plan-2$148,858--
201222$583,299$0-
VALERIE L. TRAINA, M.D. DEFINED BENEFIT PLAN-2$446,438$0-
VALERIE L. TRAINA, M.D. PROFIT SHARING PLAN-2$136,861$0-
201122$541,702$0-
VALERIE L. TRAINA, M.D. DEFINED BENEFIT PENSION PLAN-2$420,585$0-
VALERIE L. TRAINA, M.D. 401(K) PROFIT SHARING PLAN-2$121,117$0-
201012$119,031$0-
VALERIE L. TRAINA, M.D. 401(K) PROFIT SHARING PLAN-2$119,031$0-
200912$111,795$0-
VALERIE L. TRAINA, M.D., 401(K) PROFIT SHARING PLAN-2$111,795$0-
200820$0$0-
VALERIE L. TRAINA, M.D. 401 K PROFIT SHARING PLA-0---
VALERIE L. TRAINA, M.D. DEFINED BENEFIT PENSION PLAN-0---
200722$0$0-
VALERIE L. TRAINA, M.D. DEFINED BENEFIT PENSION PLAN-2---
VALERIE L. TRAINA, M.D. 401K PROFIT SHARING PLAN-2---
200612$648,981$60,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
VALERIE L. TRAINA, M.D. DEFINED BENEFIT PENSION PLAN-2$648,981$60,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
200512$556,010$108,457$54,229iApproximate average salary by contribution assumption: employee only about $1,355,713 at 4% or $903,808 at 6%; with 50% employer match about $903,808 at 4% or $602,539 at 6%; with 100% employer match about $677,856 at 4% or $451,904 at 6%.
VALERIE L. TRAINA, M.D. DEFINED BENEFIT PENSION PLAN-2$556,010$108,457$54,229iApproximate average salary by contribution assumption: employee only about $1,355,713 at 4% or $903,808 at 6%; with 50% employer match about $903,808 at 4% or $602,539 at 6%; with 100% employer match about $677,856 at 4% or $451,904 at 6%.
200412$438,157$82,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
VALERIE L. TRAINA, M.D. DEFINED BENEFIT PENSION PLAN-2$438,157$82,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
200312$344,607$59,955$29,978iApproximate average salary by contribution assumption: employee only about $749,438 at 4% or $499,625 at 6%; with 50% employer match about $499,625 at 4% or $333,083 at 6%; with 100% employer match about $374,719 at 4% or $249,813 at 6%.
VALERIE L. TRAINA, M.D. DEFINED BENEFIT PENSION PLAN-2$344,607$59,955$29,978iApproximate average salary by contribution assumption: employee only about $749,438 at 4% or $499,625 at 6%; with 50% employer match about $499,625 at 4% or $333,083 at 6%; with 100% employer match about $374,719 at 4% or $249,813 at 6%.
200212$266,688$96,631$48,316iApproximate average salary by contribution assumption: employee only about $1,207,888 at 4% or $805,258 at 6%; with 50% employer match about $805,258 at 4% or $536,839 at 6%; with 100% employer match about $603,944 at 4% or $402,629 at 6%.
VALERIE L. TRAINA, M.D. DEFINED BENEFIT PENSION PLAN-2$266,688$96,631$48,316iApproximate average salary by contribution assumption: employee only about $1,207,888 at 4% or $805,258 at 6%; with 50% employer match about $805,258 at 4% or $536,839 at 6%; with 100% employer match about $603,944 at 4% or $402,629 at 6%.
200132$0$0-
Valerie L. Traina, M.D. 401(K) Safe Harbor Profit Sharing Plan-0---
Valerie L. Traina MD Money Purchase Pension Plan-0---
VALERIE L. TRAINA, M.D. DEFINED BENEFIT PENSION PLAN-2---
200033$16,798$0-
Valerie L. Traina MD Money Purchase Pension Plan-1$16,798--
VALERIE L. TRAINA, M.D. DEFINED BENEFIT PENSION PLAN-3---
Valerie L. Traina, M.D. 401(K) Safe Harbor Profit Sharing Plan-1---
199921$89,196$32,761$32,761iApproximate average salary by contribution assumption: employee only about $819,025 at 4% or $546,017 at 6%; with 50% employer match about $546,017 at 4% or $364,011 at 6%; with 100% employer match about $409,513 at 4% or $273,008 at 6%.
Valerie L. Traina, M.D. 401(K) Safe Harbor Profit Sharing Plan-1$71,503$15,068$15,068iApproximate average salary by contribution assumption: employee only about $376,700 at 4% or $251,133 at 6%; with 50% employer match about $251,133 at 4% or $167,422 at 6%; with 100% employer match about $188,350 at 4% or $125,567 at 6%.
Valerie L. Traina MD Money Purchase Pension Plan-1$17,693$17,693$17,693iApproximate average salary by contribution assumption: employee only about $442,325 at 4% or $294,883 at 6%; with 50% employer match about $294,883 at 4% or $196,589 at 6%; with 100% employer match about $221,163 at 4% or $147,442 at 6%.