Civic Intelligence

VALLEY INTERNAL MEDICINE & NEPHROLOGY

Plan context: Valley Internal Medicine & Nephrology Medical Group Cash Balance Pension Plan

EIN 95-3629679 • Tarzana, CA • 35 filings • 7 plans

5525 Etiwanda AvenueSuite 320Tarzana, CA 91356
Current Snapshot

Latest Year

2025

2025 Participants

23

2025 Assets

$21,623,674

2025 Contributions

$1,359,050

Historical Graphs

Total Assets Over Time

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

$21,623,674$10,811,837$0200320152025YearValue
$21,623,674Latest year 2025

Participants Over Time

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

124620200220142025YearValue
23Latest year 2025

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
2025223$21,623,674$1,359,050$59,089iApproximate average salary by contribution assumption: employee only about $1,477,228 at 4% or $984,819 at 6%; with 50% employer match about $984,819 at 4% or $656,546 at 6%; with 100% employer match about $738,614 at 4% or $492,409 at 6%.
Valley Internal Medicine & Nephrology Medical Group Cash Balance Pension Plan-23$13,126,522$464,912$20,214iApproximate average salary by contribution assumption: employee only about $505,339 at 4% or $336,893 at 6%; with 50% employer match about $336,893 at 4% or $224,595 at 6%; with 100% employer match about $252,670 at 4% or $168,446 at 6%.
Valley Internal Medicine & Nephrology Medical Group Cash Balance Pension Plan-14$8,497,152$894,138$63,867iApproximate average salary by contribution assumption: employee only about $1,596,675 at 4% or $1,064,450 at 6%; with 50% employer match about $1,064,450 at 4% or $709,633 at 6%; with 100% employer match about $798,338 at 4% or $532,225 at 6%.
2024227$18,416,579$1,402,652$51,950iApproximate average salary by contribution assumption: employee only about $1,298,752 at 4% or $865,835 at 6%; with 50% employer match about $865,835 at 4% or $577,223 at 6%; with 100% employer match about $649,376 at 4% or $432,917 at 6%.
Valley Internal Medicine & Nephrology Medical Group Cash Balance Pension Plan-27$11,282,875$431,717$15,990iApproximate average salary by contribution assumption: employee only about $399,738 at 4% or $266,492 at 6%; with 50% employer match about $266,492 at 4% or $177,661 at 6%; with 100% employer match about $199,869 at 4% or $133,246 at 6%.
Valley Internal Medicine & Nephrology Medical Group Cash Balance Pension Plan-12$7,133,704$970,935$80,911iApproximate average salary by contribution assumption: employee only about $2,022,781 at 4% or $1,348,521 at 6%; with 50% employer match about $1,348,521 at 4% or $899,014 at 6%; with 100% employer match about $1,011,391 at 4% or $674,260 at 6%.
2023228$16,460,069$1,114,343$39,798iApproximate average salary by contribution assumption: employee only about $994,949 at 4% or $663,299 at 6%; with 50% employer match about $663,299 at 4% or $442,200 at 6%; with 100% employer match about $497,475 at 4% or $331,650 at 6%.
Valley Internal Medicine & Nephrology Medical Group Cash Balance Pension Plan-28$10,541,656$382,590$13,664iApproximate average salary by contribution assumption: employee only about $341,598 at 4% or $227,732 at 6%; with 50% employer match about $227,732 at 4% or $151,821 at 6%; with 100% employer match about $170,799 at 4% or $113,866 at 6%.
Valley Internal Medicine & Nephrology Medical Group Cash Balance Pension Plan-11$5,918,413$731,753$66,523iApproximate average salary by contribution assumption: employee only about $1,663,075 at 4% or $1,108,717 at 6%; with 50% employer match about $1,108,717 at 4% or $739,144 at 6%; with 100% employer match about $831,538 at 4% or $554,358 at 6%.
2022228$13,884,331$1,086,858$38,816iApproximate average salary by contribution assumption: employee only about $970,409 at 4% or $646,939 at 6%; with 50% employer match about $646,939 at 4% or $431,293 at 6%; with 100% employer match about $485,204 at 4% or $323,470 at 6%.
Valley Internal Medicine & Nephrology Medical Group Cash Balance Pension Plan-28$8,781,090$212,611$7,593iApproximate average salary by contribution assumption: employee only about $189,831 at 4% or $126,554 at 6%; with 50% employer match about $126,554 at 4% or $84,369 at 6%; with 100% employer match about $94,916 at 4% or $63,277 at 6%.
Valley Internal Medicine & Nephrology Medical Group Cash Balance Pension Plan-11$5,103,241$874,247$79,477iApproximate average salary by contribution assumption: employee only about $1,986,925 at 4% or $1,324,617 at 6%; with 50% employer match about $1,324,617 at 4% or $883,078 at 6%; with 100% employer match about $993,463 at 4% or $662,308 at 6%.
2021229$16,842,482$1,091,442$37,636iApproximate average salary by contribution assumption: employee only about $940,898 at 4% or $627,266 at 6%; with 50% employer match about $627,266 at 4% or $418,177 at 6%; with 100% employer match about $470,449 at 4% or $313,633 at 6%.
Valley Internal Medicine & Nephrology Medical Group Cash Balance Pension Plan-29$10,627,723$325,442$11,222iApproximate average salary by contribution assumption: employee only about $280,553 at 4% or $187,036 at 6%; with 50% employer match about $187,036 at 4% or $124,690 at 6%; with 100% employer match about $140,277 at 4% or $93,518 at 6%.
Valley Internal Medicine & Nephrology Medical Group Cash Balance Pension Plan-11$6,214,759$766,000$69,636iApproximate average salary by contribution assumption: employee only about $1,740,909 at 4% or $1,160,606 at 6%; with 50% employer match about $1,160,606 at 4% or $773,737 at 6%; with 100% employer match about $870,455 at 4% or $580,303 at 6%.
2020229$14,589,788$1,099,916$37,928iApproximate average salary by contribution assumption: employee only about $948,203 at 4% or $632,136 at 6%; with 50% employer match about $632,136 at 4% or $421,424 at 6%; with 100% employer match about $474,102 at 4% or $316,068 at 6%.
Valley Internal Medicine & Nephrology Medical Group Cash Balance Pension Plan-29$9,066,571$264,971$9,137iApproximate average salary by contribution assumption: employee only about $228,423 at 4% or $152,282 at 6%; with 50% employer match about $152,282 at 4% or $101,521 at 6%; with 100% employer match about $114,212 at 4% or $76,141 at 6%.
Valley Internal Medicine & Nephrology Medical Group Cash Balance Pension Plan-12$5,523,217$834,945$69,579iApproximate average salary by contribution assumption: employee only about $1,739,469 at 4% or $1,159,646 at 6%; with 50% employer match about $1,159,646 at 4% or $773,097 at 6%; with 100% employer match about $869,734 at 4% or $579,823 at 6%.
2019228$12,082,336$1,122,729$40,097iApproximate average salary by contribution assumption: employee only about $1,002,437 at 4% or $668,291 at 6%; with 50% employer match about $668,291 at 4% or $445,527 at 6%; with 100% employer match about $501,218 at 4% or $334,146 at 6%.
Valley Internal Medicine & Nephrology Medical Group Cash Balance Pension Plan-28$7,777,864$289,729$10,347iApproximate average salary by contribution assumption: employee only about $258,687 at 4% or $172,458 at 6%; with 50% employer match about $172,458 at 4% or $114,972 at 6%; with 100% employer match about $129,343 at 4% or $86,229 at 6%.
Valley Internal Medicine & Nephrology Medical Group Cash Balance Pension Plan-12$4,304,472$833,000$69,417iApproximate average salary by contribution assumption: employee only about $1,735,417 at 4% or $1,156,944 at 6%; with 50% employer match about $1,156,944 at 4% or $771,296 at 6%; with 100% employer match about $867,708 at 4% or $578,472 at 6%.
2018230$9,369,442$1,107,223$36,907iApproximate average salary by contribution assumption: employee only about $922,686 at 4% or $615,124 at 6%; with 50% employer match about $615,124 at 4% or $410,083 at 6%; with 100% employer match about $461,343 at 4% or $307,562 at 6%.
Valley Internal Medicine & Nephrology Medical Group Cash Balance Pension Plan-30$6,293,792$286,223$9,541iApproximate average salary by contribution assumption: employee only about $238,519 at 4% or $159,013 at 6%; with 50% employer match about $159,013 at 4% or $106,009 at 6%; with 100% employer match about $119,260 at 4% or $79,506 at 6%.
Valley Internal Medicine & Nephrology Medical Group Cash Balance Pension Plan-10$3,075,650$821,000$82,100iApproximate average salary by contribution assumption: employee only about $2,052,500 at 4% or $1,368,333 at 6%; with 50% employer match about $1,368,333 at 4% or $912,222 at 6%; with 100% employer match about $1,026,250 at 4% or $684,167 at 6%.
2017229$8,837,653$1,061,118$36,590iApproximate average salary by contribution assumption: employee only about $914,757 at 4% or $609,838 at 6%; with 50% employer match about $609,838 at 4% or $406,559 at 6%; with 100% employer match about $457,378 at 4% or $304,919 at 6%.
Valley Internal Medicine & Nephrology Medical Group Cash Balance Pension Plan-29$6,446,783$266,118$9,176iApproximate average salary by contribution assumption: employee only about $229,412 at 4% or $152,941 at 6%; with 50% employer match about $152,941 at 4% or $101,961 at 6%; with 100% employer match about $114,706 at 4% or $76,471 at 6%.
Valley Internal Medicine & Nephrology Medical Group Cash Balance Pension Plan-7$2,390,870$795,000$113,571iApproximate average salary by contribution assumption: employee only about $2,839,286 at 4% or $1,892,857 at 6%; with 50% employer match about $1,892,857 at 4% or $1,261,905 at 6%; with 100% employer match about $1,419,643 at 4% or $946,429 at 6%.
2016227$6,880,003$977,660$36,210iApproximate average salary by contribution assumption: employee only about $905,241 at 4% or $603,494 at 6%; with 50% employer match about $603,494 at 4% or $402,329 at 6%; with 100% employer match about $452,620 at 4% or $301,747 at 6%.
Valley Internal Medicine & Nephrology Medical Group Cash Balance Pension Plan-27$5,390,489$220,660$8,173iApproximate average salary by contribution assumption: employee only about $204,315 at 4% or $136,210 at 6%; with 50% employer match about $136,210 at 4% or $90,807 at 6%; with 100% employer match about $102,157 at 4% or $68,105 at 6%.
Valley Internal Medicine & Nephrology Medical Group Cash Balance Pension Plan-6$1,489,514$757,000$126,167iApproximate average salary by contribution assumption: employee only about $3,154,167 at 4% or $2,102,778 at 6%; with 50% employer match about $2,102,778 at 4% or $1,401,852 at 6%; with 100% employer match about $1,577,083 at 4% or $1,051,389 at 6%.
2015212$5,801,699$962,942$80,245iApproximate average salary by contribution assumption: employee only about $2,006,129 at 4% or $1,337,419 at 6%; with 50% employer match about $1,337,419 at 4% or $891,613 at 6%; with 100% employer match about $1,003,065 at 4% or $668,710 at 6%.
Valley Internal Medicine & Nephrology Medical Group Cash Balance Pension Plan-12$5,074,699$235,942$19,662iApproximate average salary by contribution assumption: employee only about $491,546 at 4% or $327,697 at 6%; with 50% employer match about $327,697 at 4% or $218,465 at 6%; with 100% employer match about $245,773 at 4% or $163,849 at 6%.
Valley Internal Medicine & Nephrology Medical Group Cash Balance Pension Plan-6$727,000$727,000$121,167iApproximate average salary by contribution assumption: employee only about $3,029,167 at 4% or $2,019,444 at 6%; with 50% employer match about $2,019,444 at 4% or $1,346,296 at 6%; with 100% employer match about $1,514,583 at 4% or $1,009,722 at 6%.
2014162$4,987,794$441,258$7,117iApproximate average salary by contribution assumption: employee only about $177,927 at 4% or $118,618 at 6%; with 50% employer match about $118,618 at 4% or $79,078 at 6%; with 100% employer match about $88,963 at 4% or $59,309 at 6%.
Valley Internal Medicine & Nephrology Medical Group Cash Balance Pension Plan-62$4,987,794$441,258$7,117iApproximate average salary by contribution assumption: employee only about $177,927 at 4% or $118,618 at 6%; with 50% employer match about $118,618 at 4% or $79,078 at 6%; with 100% employer match about $88,963 at 4% or $59,309 at 6%.
20131124$4,660,728$506,947$4,088iApproximate average salary by contribution assumption: employee only about $102,207 at 4% or $68,138 at 6%; with 50% employer match about $68,138 at 4% or $45,425 at 6%; with 100% employer match about $51,104 at 4% or $34,069 at 6%.
Valley Internal Medicine & Nephrology Medical Group Cash Balance Pension Plan-124$4,660,728$506,947$4,088iApproximate average salary by contribution assumption: employee only about $102,207 at 4% or $68,138 at 6%; with 50% employer match about $68,138 at 4% or $45,425 at 6%; with 100% employer match about $51,104 at 4% or $34,069 at 6%.
2012152$3,283,395$560,627$10,781iApproximate average salary by contribution assumption: employee only about $269,532 at 4% or $179,688 at 6%; with 50% employer match about $179,688 at 4% or $119,792 at 6%; with 100% employer match about $134,766 at 4% or $89,844 at 6%.
Valley Internal Medicine & Nephrology Medical Group Cash Balance Pension Plan-52$3,283,395$560,627$10,781iApproximate average salary by contribution assumption: employee only about $269,532 at 4% or $179,688 at 6%; with 50% employer match about $179,688 at 4% or $119,792 at 6%; with 100% employer match about $134,766 at 4% or $89,844 at 6%.
2011181$3,053,228$482,438$5,956iApproximate average salary by contribution assumption: employee only about $148,901 at 4% or $99,267 at 6%; with 50% employer match about $99,267 at 4% or $66,178 at 6%; with 100% employer match about $74,450 at 4% or $49,634 at 6%.
Valley Internal Medicine & Nephrology Medical Group Cash Balance Pension Plan-81$3,053,228$482,438$5,956iApproximate average salary by contribution assumption: employee only about $148,901 at 4% or $99,267 at 6%; with 50% employer match about $99,267 at 4% or $66,178 at 6%; with 100% employer match about $74,450 at 4% or $49,634 at 6%.
20101114$2,734,817$469,526$4,119iApproximate average salary by contribution assumption: employee only about $102,966 at 4% or $68,644 at 6%; with 50% employer match about $68,644 at 4% or $45,763 at 6%; with 100% employer match about $51,483 at 4% or $34,322 at 6%.
Valley Internal Medicine & Nephrology Medical Group Cash Balance Pension Plan-114$2,734,817$469,526$4,119iApproximate average salary by contribution assumption: employee only about $102,966 at 4% or $68,644 at 6%; with 50% employer match about $68,644 at 4% or $45,763 at 6%; with 100% employer match about $51,483 at 4% or $34,322 at 6%.
2009142$1,924,376$295,593$7,038iApproximate average salary by contribution assumption: employee only about $175,948 at 4% or $117,299 at 6%; with 50% employer match about $117,299 at 4% or $78,199 at 6%; with 100% employer match about $87,974 at 4% or $58,649 at 6%.
Valley Internal Medicine & Nephrology Medical Group Cash Balance Pension Plan-42$1,924,376$295,593$7,038iApproximate average salary by contribution assumption: employee only about $175,948 at 4% or $117,299 at 6%; with 50% employer match about $117,299 at 4% or $78,199 at 6%; with 100% employer match about $87,974 at 4% or $58,649 at 6%.
2008148$0$0-
VALLEY INTERNAL MEDICINE & NEPHROLOGY MEDICAL GROUP 401K PROFIT SHARING PLAN-48---
2007137$0$0-
VALLEY INTERNAL MEDICINE & NEPHROLOGY MEDICAL GROUP 401K PROFIT SHARING PLAN-37---
2006152$7,884,038$446,973$8,596iApproximate average salary by contribution assumption: employee only about $214,891 at 4% or $143,261 at 6%; with 50% employer match about $143,261 at 4% or $95,507 at 6%; with 100% employer match about $107,445 at 4% or $71,630 at 6%.
VALLEY INTERNAL MEDICINE & NEPHROLOGY MEDICAL GROUP 401K PROFIT SHARING PLAN-52$7,884,038$446,973$8,596iApproximate average salary by contribution assumption: employee only about $214,891 at 4% or $143,261 at 6%; with 50% employer match about $143,261 at 4% or $95,507 at 6%; with 100% employer match about $107,445 at 4% or $71,630 at 6%.
2005149$9,620,100$402,677$8,218iApproximate average salary by contribution assumption: employee only about $205,447 at 4% or $136,965 at 6%; with 50% employer match about $136,965 at 4% or $91,310 at 6%; with 100% employer match about $102,724 at 4% or $68,482 at 6%.
VALLEY INTERNAL MEDICINE & NEPHROLOGY MEDICAL GROUP 401K PROFIT SHARING PLAN-49$9,620,100$402,677$8,218iApproximate average salary by contribution assumption: employee only about $205,447 at 4% or $136,965 at 6%; with 50% employer match about $136,965 at 4% or $91,310 at 6%; with 100% employer match about $102,724 at 4% or $68,482 at 6%.
2004153$9,683,612$132,053$2,492iApproximate average salary by contribution assumption: employee only about $62,289 at 4% or $41,526 at 6%; with 50% employer match about $41,526 at 4% or $27,684 at 6%; with 100% employer match about $31,145 at 4% or $20,763 at 6%.
VALLEY INTERNAL MEDICINE & NEPHROLOGY MEDICAL GROUP 401K PROFIT SHARING PLAN-53$9,683,612$132,053$2,492iApproximate average salary by contribution assumption: employee only about $62,289 at 4% or $41,526 at 6%; with 50% employer match about $41,526 at 4% or $27,684 at 6%; with 100% employer match about $31,145 at 4% or $20,763 at 6%.
2003161$9,525,149$521,661$8,552iApproximate average salary by contribution assumption: employee only about $213,795 at 4% or $142,530 at 6%; with 50% employer match about $142,530 at 4% or $95,020 at 6%; with 100% employer match about $106,898 at 4% or $71,265 at 6%.
VALLEY INTERNAL MEDICINE & NEPHROLOGY MEDICAL GROUP 401K PROFIT SHARING PLAN-61$9,525,149$521,661$8,552iApproximate average salary by contribution assumption: employee only about $213,795 at 4% or $142,530 at 6%; with 50% employer match about $142,530 at 4% or $95,020 at 6%; with 100% employer match about $106,898 at 4% or $71,265 at 6%.
2002164$0$0-
VALLEY INTERNAL MEDICINE & NEPHROLOGY MEDICAL GROUP 401K PROFIT SHARING PLAN-64---