Civic Intelligence

Simon R. Valencia, M.D. Inc.

Plan context: Simon R. Valencia, M.D. Inc.Profit Sharing Plan

EIN 95-3282531 • Los Angeles, CA • 18 filings • 3 plans

2963 Lakeridge DriveLos Angeles, CA 90068
Current Snapshot

Latest Year

2012

2012 Participants

2

2012 Assets

$1,141,259

2012 Contributions

$10,500

Historical Graphs

Total Assets Over Time

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

$2,158,170$1,079,085$0199920092011YearValue
$1,141,259Latest year 2011

Participants Over Time

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

420199920052011YearValue
2Latest year 2011

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
201210$0$0-
Simon R. Valencia, M.D. Inc.Profit Sharing Plan-0$0$0-
201112$1,141,259$0-
Simon R. Valencia, M.D. Inc.Profit Sharing Plan-2$1,141,259$0-
201012$1,100,484$0-
Simon R. Valencia, M.D. Inc.Profit Sharing Plan-2$1,100,484$0-
200912$1,032,144$10,500$5,250iApproximate average salary by contribution assumption: employee only about $131,250 at 4% or $87,500 at 6%; with 50% employer match about $87,500 at 4% or $58,333 at 6%; with 100% employer match about $65,625 at 4% or $43,750 at 6%.
Simon R. Valencia, M.D. Inc.Profit Sharing Plan-2$1,032,144$10,500$5,250iApproximate average salary by contribution assumption: employee only about $131,250 at 4% or $87,500 at 6%; with 50% employer match about $87,500 at 4% or $58,333 at 6%; with 100% employer match about $65,625 at 4% or $43,750 at 6%.
200812$0$0-
Simon R. Valencia, M.D. Inc.Profit Sharing Plan-2---
200712$0$0-
Simon R. Valencia, M.D. Inc.Profit Sharing Plan-2---
200612$0$0-
Simon R. Valencia, M.D. Inc.Profit Sharing Plan-2---
200512$0$0-
Simon R. Valencia, M.D. Inc.Profit Sharing Plan-2---
200414$0$0-
Simon R. Valencia, M.D. Inc.Profit Sharing Plan-4---
200313$789,187$38,000$12,667iApproximate average salary by contribution assumption: employee only about $316,667 at 4% or $211,111 at 6%; with 50% employer match about $211,111 at 4% or $140,741 at 6%; with 100% employer match about $158,333 at 4% or $105,556 at 6%.
Simon R. Valencia, M.D. Inc.Profit Sharing Plan-3$789,187$38,000$12,667iApproximate average salary by contribution assumption: employee only about $316,667 at 4% or $211,111 at 6%; with 50% employer match about $211,111 at 4% or $140,741 at 6%; with 100% employer match about $158,333 at 4% or $105,556 at 6%.
200223$0$0-
Simon R. Valencia, M.D. Inc. Money Purchase Pension Plan-0---
Simon R. Valencia, M.D. Inc.Profit Sharing Plan-3---
200123$0$0-
Simon R. Valencia, M.D. Inc.Profit Sharing Plan-3---
Simon R. Valencia, M.D. Inc. Money Purchase Pension Plan-3---
200023$0$0-
Simon R. Valencia, M.D. Inc.Profit Sharing Plan-3---
Simon R. Valencia, M.D. Inc. Money Purchase Pension Plan-3---
199922$2,158,170$48,476$24,238iApproximate average salary by contribution assumption: employee only about $605,950 at 4% or $403,967 at 6%; with 50% employer match about $403,967 at 4% or $269,311 at 6%; with 100% employer match about $302,975 at 4% or $201,983 at 6%.
Simon R. Valencia, M.D. Inc. Money Purchase Pension Plan-2$1,963,669$32,678$16,339iApproximate average salary by contribution assumption: employee only about $408,475 at 4% or $272,317 at 6%; with 50% employer match about $272,317 at 4% or $181,544 at 6%; with 100% employer match about $204,238 at 4% or $136,158 at 6%.
Simon R. Valencia, M.D. Inc.Profit Sharing Plan-2$194,501$15,798$7,899iApproximate average salary by contribution assumption: employee only about $197,475 at 4% or $131,650 at 6%; with 50% employer match about $131,650 at 4% or $87,767 at 6%; with 100% employer match about $98,738 at 4% or $65,825 at 6%.