Civic Intelligence

Ashton Potter USA Ltd.

Plan context: Ashton Potter (USA) Ltd. 401(K) Plan and Trust

EIN 04-3725219 • 26 filings • 5 plans

Current Snapshot

Latest Year

2024

2024 Participants

133

2024 Assets

$7,467,519

2024 Contributions

$1,020,784

Historical Graphs

Total Assets Over Time

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

$10,067,907$5,033,954$0200420142024YearValue
$7,467,519Latest year 2024

Participants Over Time

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

192960200420142024YearValue
133Latest 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
20242133$7,467,519$1,020,784$7,675iApproximate average salary by contribution assumption: employee only about $191,877 at 4% or $127,918 at 6%; with 50% employer match about $127,918 at 4% or $85,279 at 6%; with 100% employer match about $95,938 at 4% or $63,959 at 6%.
Ashton Potter (USA) Ltd. 401(K) Plan and Trust-128$7,467,519$1,020,784$7,975iApproximate average salary by contribution assumption: employee only about $199,372 at 4% or $132,915 at 6%; with 50% employer match about $132,915 at 4% or $88,610 at 6%; with 100% employer match about $99,686 at 4% or $66,457 at 6%.
Ashton Potter Welfare Benefit Plan-133---
20231166$7,169,548$830,680$5,004iApproximate average salary by contribution assumption: employee only about $125,102 at 4% or $83,402 at 6%; with 50% employer match about $83,402 at 4% or $55,601 at 6%; with 100% employer match about $62,551 at 4% or $41,701 at 6%.
Ashton Potter (USA) Ltd. 401(K) Plan and Trust-166$7,169,548$830,680$5,004iApproximate average salary by contribution assumption: employee only about $125,102 at 4% or $83,402 at 6%; with 50% employer match about $83,402 at 4% or $55,601 at 6%; with 100% employer match about $62,551 at 4% or $41,701 at 6%.
20221159$6,122,374$740,076$4,655iApproximate average salary by contribution assumption: employee only about $116,364 at 4% or $77,576 at 6%; with 50% employer match about $77,576 at 4% or $51,717 at 6%; with 100% employer match about $58,182 at 4% or $38,788 at 6%.
Ashton Potter (USA) Ltd. 401(K) Plan and Trust-159$6,122,374$740,076$4,655iApproximate average salary by contribution assumption: employee only about $116,364 at 4% or $77,576 at 6%; with 50% employer match about $77,576 at 4% or $51,717 at 6%; with 100% employer match about $58,182 at 4% or $38,788 at 6%.
20211156$10,067,907$660,288$4,233iApproximate average salary by contribution assumption: employee only about $105,815 at 4% or $70,544 at 6%; with 50% employer match about $70,544 at 4% or $47,029 at 6%; with 100% employer match about $52,908 at 4% or $35,272 at 6%.
Ashton Potter (USA) Ltd. 401(K) Plan and Trust-156$10,067,907$660,288$4,233iApproximate average salary by contribution assumption: employee only about $105,815 at 4% or $70,544 at 6%; with 50% employer match about $70,544 at 4% or $47,029 at 6%; with 100% employer match about $52,908 at 4% or $35,272 at 6%.
20201164$8,874,608$664,705$4,053iApproximate average salary by contribution assumption: employee only about $101,327 at 4% or $67,551 at 6%; with 50% employer match about $67,551 at 4% or $45,034 at 6%; with 100% employer match about $50,663 at 4% or $33,776 at 6%.
Ashton Potter (USA) Ltd. 401(K) Plan and Trust-164$8,874,608$664,705$4,053iApproximate average salary by contribution assumption: employee only about $101,327 at 4% or $67,551 at 6%; with 50% employer match about $67,551 at 4% or $45,034 at 6%; with 100% employer match about $50,663 at 4% or $33,776 at 6%.
20191192$7,864,822$730,421$3,804iApproximate average salary by contribution assumption: employee only about $95,107 at 4% or $63,405 at 6%; with 50% employer match about $63,405 at 4% or $42,270 at 6%; with 100% employer match about $47,553 at 4% or $31,702 at 6%.
Ashton Potter (USA) Ltd. 401(K) Plan and Trust-192$7,864,822$730,421$3,804iApproximate average salary by contribution assumption: employee only about $95,107 at 4% or $63,405 at 6%; with 50% employer match about $63,405 at 4% or $42,270 at 6%; with 100% employer match about $47,553 at 4% or $31,702 at 6%.
20181173$6,281,847$714,513$4,130iApproximate average salary by contribution assumption: employee only about $103,253 at 4% or $68,836 at 6%; with 50% employer match about $68,836 at 4% or $45,890 at 6%; with 100% employer match about $51,627 at 4% or $34,418 at 6%.
Ashton Potter (USA) Ltd. 401(K) Plan and Trust-173$6,281,847$714,513$4,130iApproximate average salary by contribution assumption: employee only about $103,253 at 4% or $68,836 at 6%; with 50% employer match about $68,836 at 4% or $45,890 at 6%; with 100% employer match about $51,627 at 4% or $34,418 at 6%.
20171145$6,179,976$646,202$4,457iApproximate average salary by contribution assumption: employee only about $111,414 at 4% or $74,276 at 6%; with 50% employer match about $74,276 at 4% or $49,517 at 6%; with 100% employer match about $55,707 at 4% or $37,138 at 6%.
Ashton Potter (USA) Ltd. 401(K) Plan and Trust-145$6,179,976$646,202$4,457iApproximate average salary by contribution assumption: employee only about $111,414 at 4% or $74,276 at 6%; with 50% employer match about $74,276 at 4% or $49,517 at 6%; with 100% employer match about $55,707 at 4% or $37,138 at 6%.
20161148$5,656,363$409,568$2,767iApproximate average salary by contribution assumption: employee only about $69,184 at 4% or $46,123 at 6%; with 50% employer match about $46,123 at 4% or $30,748 at 6%; with 100% employer match about $34,592 at 4% or $23,061 at 6%.
Ashton Potter (USA) Ltd. 401(K) Plan and Trust-148$5,656,363$409,568$2,767iApproximate average salary by contribution assumption: employee only about $69,184 at 4% or $46,123 at 6%; with 50% employer match about $46,123 at 4% or $30,748 at 6%; with 100% employer match about $34,592 at 4% or $23,061 at 6%.
20151136$5,071,196$416,839$3,065iApproximate average salary by contribution assumption: employee only about $76,625 at 4% or $51,083 at 6%; with 50% employer match about $51,083 at 4% or $34,055 at 6%; with 100% employer match about $38,312 at 4% or $25,542 at 6%.
Ashton Potter (USA) Ltd. 401(K) Plan and Trust-136$5,071,196$416,839$3,065iApproximate average salary by contribution assumption: employee only about $76,625 at 4% or $51,083 at 6%; with 50% employer match about $51,083 at 4% or $34,055 at 6%; with 100% employer match about $38,312 at 4% or $25,542 at 6%.
20141127$4,909,137$394,685$3,108iApproximate average salary by contribution assumption: employee only about $77,694 at 4% or $51,796 at 6%; with 50% employer match about $51,796 at 4% or $34,531 at 6%; with 100% employer match about $38,847 at 4% or $25,898 at 6%.
Ashton Potter (USA) Ltd. 401(K) Plan and Trust-127$4,909,137$394,685$3,108iApproximate average salary by contribution assumption: employee only about $77,694 at 4% or $51,796 at 6%; with 50% employer match about $51,796 at 4% or $34,531 at 6%; with 100% employer match about $38,847 at 4% or $25,898 at 6%.
20131128$4,567,209$313,577$2,450iApproximate average salary by contribution assumption: employee only about $61,246 at 4% or $40,830 at 6%; with 50% employer match about $40,830 at 4% or $27,220 at 6%; with 100% employer match about $30,623 at 4% or $20,415 at 6%.
Ashton Potter (USA) Ltd. 401(K) Plan and Trust-128$4,567,209$313,577$2,450iApproximate average salary by contribution assumption: employee only about $61,246 at 4% or $40,830 at 6%; with 50% employer match about $40,830 at 4% or $27,220 at 6%; with 100% employer match about $30,623 at 4% or $20,415 at 6%.
20121122$3,910,374$323,614$2,653iApproximate average salary by contribution assumption: employee only about $66,314 at 4% or $44,210 at 6%; with 50% employer match about $44,210 at 4% or $29,473 at 6%; with 100% employer match about $33,157 at 4% or $22,105 at 6%.
Ashton Potter (USA) Ltd. 401(K) Plan and Trust-122$3,910,374$323,614$2,653iApproximate average salary by contribution assumption: employee only about $66,314 at 4% or $44,210 at 6%; with 50% employer match about $44,210 at 4% or $29,473 at 6%; with 100% employer match about $33,157 at 4% or $22,105 at 6%.
20111133$3,508,467$287,065$2,158iApproximate average salary by contribution assumption: employee only about $53,960 at 4% or $35,973 at 6%; with 50% employer match about $35,973 at 4% or $23,982 at 6%; with 100% employer match about $26,980 at 4% or $17,987 at 6%.
Ashton Potter (USA) Ltd. 401(K) Plan and Trust-133$3,508,467$287,065$2,158iApproximate average salary by contribution assumption: employee only about $53,960 at 4% or $35,973 at 6%; with 50% employer match about $35,973 at 4% or $23,982 at 6%; with 100% employer match about $26,980 at 4% or $17,987 at 6%.
20101140$3,454,182$327,993$2,343iApproximate average salary by contribution assumption: employee only about $58,570 at 4% or $39,047 at 6%; with 50% employer match about $39,047 at 4% or $26,031 at 6%; with 100% employer match about $29,285 at 4% or $19,523 at 6%.
Ashton Potter (USA) Ltd. 401(K) Plan and Trust-140$3,454,182$327,993$2,343iApproximate average salary by contribution assumption: employee only about $58,570 at 4% or $39,047 at 6%; with 50% employer match about $39,047 at 4% or $26,031 at 6%; with 100% employer match about $29,285 at 4% or $19,523 at 6%.
20092150$2,868,117$321,535$2,144iApproximate average salary by contribution assumption: employee only about $53,589 at 4% or $35,726 at 6%; with 50% employer match about $35,726 at 4% or $23,817 at 6%; with 100% employer match about $26,795 at 4% or $17,863 at 6%.
Ashton Potter (USA) Ltd. 401(K) Plan and Trust-150$2,868,117$321,535$2,144iApproximate average salary by contribution assumption: employee only about $53,589 at 4% or $35,726 at 6%; with 50% employer match about $35,726 at 4% or $23,817 at 6%; with 100% employer match about $26,795 at 4% or $17,863 at 6%.
ASHTON-POTTER LTD GROUP HEALTH PLAN-150---
20081155$2,192,986$327,138$2,111iApproximate average salary by contribution assumption: employee only about $52,764 at 4% or $35,176 at 6%; with 50% employer match about $35,176 at 4% or $23,451 at 6%; with 100% employer match about $26,382 at 4% or $17,588 at 6%.
Ashton Potter (USA) Ltd. 401(K) Plan and Trust-155$2,192,986$327,138$2,111iApproximate average salary by contribution assumption: employee only about $52,764 at 4% or $35,176 at 6%; with 50% employer match about $35,176 at 4% or $23,451 at 6%; with 100% employer match about $26,382 at 4% or $17,588 at 6%.
20072157$2,967,595$396,408$2,525iApproximate average salary by contribution assumption: employee only about $63,122 at 4% or $42,082 at 6%; with 50% employer match about $42,082 at 4% or $28,054 at 6%; with 100% employer match about $31,561 at 4% or $21,041 at 6%.
Ashton Potter (USA) Ltd. 401(K) Plan and Trust-125$2,967,595$396,408$3,171iApproximate average salary by contribution assumption: employee only about $79,282 at 4% or $52,854 at 6%; with 50% employer match about $52,854 at 4% or $35,236 at 6%; with 100% employer match about $39,641 at 4% or $26,427 at 6%.
ASHTON-POTTER LTD GROUP HEALTH PLAN-157---
20062182$2,464,730$303,945$1,670iApproximate average salary by contribution assumption: employee only about $41,751 at 4% or $27,834 at 6%; with 50% employer match about $27,834 at 4% or $18,556 at 6%; with 100% employer match about $20,875 at 4% or $13,917 at 6%.
Ashton Potter (USA) Ltd. 401(K) Plan and Trust-124$2,464,730$303,945$2,451iApproximate average salary by contribution assumption: employee only about $61,279 at 4% or $40,853 at 6%; with 50% employer match about $40,853 at 4% or $27,235 at 6%; with 100% employer match about $30,640 at 4% or $20,426 at 6%.
ASHTON-POTTER LTD GROUP HEALTH PLAN-182---
20052168$2,080,553$289,563$1,724iApproximate average salary by contribution assumption: employee only about $43,090 at 4% or $28,726 at 6%; with 50% employer match about $28,726 at 4% or $19,151 at 6%; with 100% employer match about $21,545 at 4% or $14,363 at 6%.
Ashton Potter (USA) Ltd. 401(K) Plan and Trust-107$2,080,553$289,563$2,706iApproximate average salary by contribution assumption: employee only about $67,655 at 4% or $45,103 at 6%; with 50% employer match about $45,103 at 4% or $30,069 at 6%; with 100% employer match about $33,827 at 4% or $22,552 at 6%.
ASHTON POTTER USA LTD GROUP HEALTH PLAN-168---
20041107$1,737,853$284,623$2,660iApproximate average salary by contribution assumption: employee only about $66,501 at 4% or $44,334 at 6%; with 50% employer match about $44,334 at 4% or $29,556 at 6%; with 100% employer match about $33,250 at 4% or $22,167 at 6%.
Ashton Potter (USA) Ltd. 401(K) Plan and Trust-107$1,737,853$284,623$2,660iApproximate average salary by contribution assumption: employee only about $66,501 at 4% or $44,334 at 6%; with 50% employer match about $44,334 at 4% or $29,556 at 6%; with 100% employer match about $33,250 at 4% or $22,167 at 6%.