Paul M. Potenza PC.
Plan context: Paul M. Potenza PC. 401K Profit Sharing Plan
EIN 06-0990053 • New Canaan, CT • 26 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
1
2024 Assets
$691
2024 Contributions
$65,003
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 1 | $691 | $0 | - |
| Paul M. Potenza PC. 401K Profit Sharing Plan | - | 1 | $691 | $0 | - |
| 2023 | 1 | 9 | $700,841 | $65,003 | $7,223iApproximate average salary by contribution assumption: employee only about $180,564 at 4% or $120,376 at 6%; with 50% employer match about $120,376 at 4% or $80,251 at 6%; with 100% employer match about $90,282 at 4% or $60,188 at 6%. |
| Paul M. Potenza PC. 401K Profit Sharing Plan | - | 9 | $700,841 | $65,003 | $7,223iApproximate average salary by contribution assumption: employee only about $180,564 at 4% or $120,376 at 6%; with 50% employer match about $120,376 at 4% or $80,251 at 6%; with 100% employer match about $90,282 at 4% or $60,188 at 6%. |
| 2022 | 1 | 9 | $570,304 | $64,918 | $7,213iApproximate average salary by contribution assumption: employee only about $180,328 at 4% or $120,219 at 6%; with 50% employer match about $120,219 at 4% or $80,146 at 6%; with 100% employer match about $90,164 at 4% or $60,109 at 6%. |
| Paul M. Potenza PC. 401K Profit Sharing Plan | - | 9 | $570,304 | $64,918 | $7,213iApproximate average salary by contribution assumption: employee only about $180,328 at 4% or $120,219 at 6%; with 50% employer match about $120,219 at 4% or $80,146 at 6%; with 100% employer match about $90,164 at 4% or $60,109 at 6%. |
| 2021 | 1 | 10 | $606,018 | $70,121 | $7,012iApproximate average salary by contribution assumption: employee only about $175,303 at 4% or $116,868 at 6%; with 50% employer match about $116,868 at 4% or $77,912 at 6%; with 100% employer match about $87,651 at 4% or $58,434 at 6%. |
| Paul M. Potenza PC. 401K Profit Sharing Plan | - | 10 | $606,018 | $70,121 | $7,012iApproximate average salary by contribution assumption: employee only about $175,303 at 4% or $116,868 at 6%; with 50% employer match about $116,868 at 4% or $77,912 at 6%; with 100% employer match about $87,651 at 4% or $58,434 at 6%. |
| 2020 | 1 | 9 | $481,029 | $64,455 | $7,162iApproximate average salary by contribution assumption: employee only about $179,042 at 4% or $119,361 at 6%; with 50% employer match about $119,361 at 4% or $79,574 at 6%; with 100% employer match about $89,521 at 4% or $59,681 at 6%. |
| Paul M. Potenza PC. 401K Profit Sharing Plan | - | 9 | $481,029 | $64,455 | $7,162iApproximate average salary by contribution assumption: employee only about $179,042 at 4% or $119,361 at 6%; with 50% employer match about $119,361 at 4% or $79,574 at 6%; with 100% employer match about $89,521 at 4% or $59,681 at 6%. |
| 2019 | 1 | 6 | $359,815 | $41,166 | $6,861iApproximate average salary by contribution assumption: employee only about $171,525 at 4% or $114,350 at 6%; with 50% employer match about $114,350 at 4% or $76,233 at 6%; with 100% employer match about $85,763 at 4% or $57,175 at 6%. |
| Paul M. Potenza PC. 401K Profit Sharing Plan | - | 6 | $359,815 | $41,166 | $6,861iApproximate average salary by contribution assumption: employee only about $171,525 at 4% or $114,350 at 6%; with 50% employer match about $114,350 at 4% or $76,233 at 6%; with 100% employer match about $85,763 at 4% or $57,175 at 6%. |
| 2018 | 1 | 6 | $263,622 | $39,500 | $6,583iApproximate average salary by contribution assumption: employee only about $164,583 at 4% or $109,722 at 6%; with 50% employer match about $109,722 at 4% or $73,148 at 6%; with 100% employer match about $82,292 at 4% or $54,861 at 6%. |
| Paul M. Potenza PC. 401K Profit Sharing Plan | - | 6 | $263,622 | $39,500 | $6,583iApproximate average salary by contribution assumption: employee only about $164,583 at 4% or $109,722 at 6%; with 50% employer match about $109,722 at 4% or $73,148 at 6%; with 100% employer match about $82,292 at 4% or $54,861 at 6%. |
| 2017 | 1 | 7 | $247,073 | $42,815 | $6,116iApproximate average salary by contribution assumption: employee only about $152,911 at 4% or $101,940 at 6%; with 50% employer match about $101,940 at 4% or $67,960 at 6%; with 100% employer match about $76,455 at 4% or $50,970 at 6%. |
| Paul M. Potenza PC. 401K Profit Sharing Plan | - | 7 | $247,073 | $42,815 | $6,116iApproximate average salary by contribution assumption: employee only about $152,911 at 4% or $101,940 at 6%; with 50% employer match about $101,940 at 4% or $67,960 at 6%; with 100% employer match about $76,455 at 4% or $50,970 at 6%. |
| 2016 | 1 | 7 | $173,434 | $31,120 | $4,446iApproximate average salary by contribution assumption: employee only about $111,143 at 4% or $74,095 at 6%; with 50% employer match about $74,095 at 4% or $49,397 at 6%; with 100% employer match about $55,571 at 4% or $37,048 at 6%. |
| Paul M. Potenza PC. 401K Profit Sharing Plan | - | 7 | $173,434 | $31,120 | $4,446iApproximate average salary by contribution assumption: employee only about $111,143 at 4% or $74,095 at 6%; with 50% employer match about $74,095 at 4% or $49,397 at 6%; with 100% employer match about $55,571 at 4% or $37,048 at 6%. |
| 2015 | 1 | 3 | $136,944 | $6,000 | $2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%. |
| Paul M. Potenza PC. 401K Profit Sharing Plan | - | 3 | $136,944 | $6,000 | $2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%. |
| 2014 | 1 | 4 | $134,685 | $1,750 | $438iApproximate average salary by contribution assumption: employee only about $10,938 at 4% or $7,292 at 6%; with 50% employer match about $7,292 at 4% or $4,861 at 6%; with 100% employer match about $5,469 at 4% or $3,646 at 6%. |
| Paul M. Potenza PC. 401K Profit Sharing Plan | - | 4 | $134,685 | $1,750 | $438iApproximate average salary by contribution assumption: employee only about $10,938 at 4% or $7,292 at 6%; with 50% employer match about $7,292 at 4% or $4,861 at 6%; with 100% employer match about $5,469 at 4% or $3,646 at 6%. |
| 2013 | 1 | 4 | $130,550 | $3,130 | $783iApproximate average salary by contribution assumption: employee only about $19,563 at 4% or $13,042 at 6%; with 50% employer match about $13,042 at 4% or $8,694 at 6%; with 100% employer match about $9,781 at 4% or $6,521 at 6%. |
| Paul M. Potenza PC. 401K Profit Sharing Plan | - | 4 | $130,550 | $3,130 | $783iApproximate average salary by contribution assumption: employee only about $19,563 at 4% or $13,042 at 6%; with 50% employer match about $13,042 at 4% or $8,694 at 6%; with 100% employer match about $9,781 at 4% or $6,521 at 6%. |
| 2012 | 1 | 4 | $114,876 | $11,040 | $2,760iApproximate average salary by contribution assumption: employee only about $69,000 at 4% or $46,000 at 6%; with 50% employer match about $46,000 at 4% or $30,667 at 6%; with 100% employer match about $34,500 at 4% or $23,000 at 6%. |
| Paul M. Potenza PC. 401K Profit Sharing Plan | - | 4 | $114,876 | $11,040 | $2,760iApproximate average salary by contribution assumption: employee only about $69,000 at 4% or $46,000 at 6%; with 50% employer match about $46,000 at 4% or $30,667 at 6%; with 100% employer match about $34,500 at 4% or $23,000 at 6%. |
| 2011 | 1 | 4 | $105,430 | $9,840 | $2,460iApproximate average salary by contribution assumption: employee only about $61,500 at 4% or $41,000 at 6%; with 50% employer match about $41,000 at 4% or $27,333 at 6%; with 100% employer match about $30,750 at 4% or $20,500 at 6%. |
| Paul M. Potenza PC. 401K Profit Sharing Plan | - | 4 | $105,430 | $9,840 | $2,460iApproximate average salary by contribution assumption: employee only about $61,500 at 4% or $41,000 at 6%; with 50% employer match about $41,000 at 4% or $27,333 at 6%; with 100% employer match about $30,750 at 4% or $20,500 at 6%. |
| 2010 | 1 | 4 | $88,026 | $3,840 | $960iApproximate average salary by contribution assumption: employee only about $24,000 at 4% or $16,000 at 6%; with 50% employer match about $16,000 at 4% or $10,667 at 6%; with 100% employer match about $12,000 at 4% or $8,000 at 6%. |
| Paul M. Potenza PC. 401K Profit Sharing Plan | - | 4 | $88,026 | $3,840 | $960iApproximate average salary by contribution assumption: employee only about $24,000 at 4% or $16,000 at 6%; with 50% employer match about $16,000 at 4% or $10,667 at 6%; with 100% employer match about $12,000 at 4% or $8,000 at 6%. |
| 2009 | 1 | 6 | $77,340 | $3,840 | $640iApproximate average salary by contribution assumption: employee only about $16,000 at 4% or $10,667 at 6%; with 50% employer match about $10,667 at 4% or $7,111 at 6%; with 100% employer match about $8,000 at 4% or $5,333 at 6%. |
| Paul M. Potenza PC. 401K Profit Sharing Plan | - | 6 | $77,340 | $3,840 | $640iApproximate average salary by contribution assumption: employee only about $16,000 at 4% or $10,667 at 6%; with 50% employer match about $10,667 at 4% or $7,111 at 6%; with 100% employer match about $8,000 at 4% or $5,333 at 6%. |
| 2008 | 1 | 16 | $56,351 | $3,840 | $240iApproximate average salary by contribution assumption: employee only about $6,000 at 4% or $4,000 at 6%; with 50% employer match about $4,000 at 4% or $2,667 at 6%; with 100% employer match about $3,000 at 4% or $2,000 at 6%. |
| Paul M. Potenza PC. 401K Profit Sharing Plan | - | 16 | $56,351 | $3,840 | $240iApproximate average salary by contribution assumption: employee only about $6,000 at 4% or $4,000 at 6%; with 50% employer match about $4,000 at 4% or $2,667 at 6%; with 100% employer match about $3,000 at 4% or $2,000 at 6%. |
| 2007 | 1 | 12 | $0 | $0 | - |
| Paul M. Potenza PC. 401K Profit Sharing Plan | - | 12 | - | - | - |
| 2006 | 1 | 7 | $70,896 | $3,000 | $429iApproximate average salary by contribution assumption: employee only about $10,714 at 4% or $7,143 at 6%; with 50% employer match about $7,143 at 4% or $4,762 at 6%; with 100% employer match about $5,357 at 4% or $3,571 at 6%. |
| Paul M. Potenza PC. 401K Profit Sharing Plan | - | 7 | $70,896 | $3,000 | $429iApproximate average salary by contribution assumption: employee only about $10,714 at 4% or $7,143 at 6%; with 50% employer match about $7,143 at 4% or $4,762 at 6%; with 100% employer match about $5,357 at 4% or $3,571 at 6%. |
| 2005 | 1 | 7 | $60,675 | $1,550 | $221iApproximate average salary by contribution assumption: employee only about $5,536 at 4% or $3,690 at 6%; with 50% employer match about $3,690 at 4% or $2,460 at 6%; with 100% employer match about $2,768 at 4% or $1,845 at 6%. |
| Paul M. Potenza PC. 401K Profit Sharing Plan | - | 7 | $60,675 | $1,550 | $221iApproximate average salary by contribution assumption: employee only about $5,536 at 4% or $3,690 at 6%; with 50% employer match about $3,690 at 4% or $2,460 at 6%; with 100% employer match about $2,768 at 4% or $1,845 at 6%. |
| 2004 | 1 | 6 | $56,728 | $1,050 | $175iApproximate average salary by contribution assumption: employee only about $4,375 at 4% or $2,917 at 6%; with 50% employer match about $2,917 at 4% or $1,944 at 6%; with 100% employer match about $2,188 at 4% or $1,458 at 6%. |
| Paul M. Potenza PC. 401K Profit Sharing Plan | - | 6 | $56,728 | $1,050 | $175iApproximate average salary by contribution assumption: employee only about $4,375 at 4% or $2,917 at 6%; with 50% employer match about $2,917 at 4% or $1,944 at 6%; with 100% employer match about $2,188 at 4% or $1,458 at 6%. |
| 2003 | 1 | 7 | $56,584 | $2,711 | $387iApproximate average salary by contribution assumption: employee only about $9,682 at 4% or $6,455 at 6%; with 50% employer match about $6,455 at 4% or $4,303 at 6%; with 100% employer match about $4,841 at 4% or $3,227 at 6%. |
| Paul M. Potenza PC. 401K Profit Sharing Plan | - | 7 | $56,584 | $2,711 | $387iApproximate average salary by contribution assumption: employee only about $9,682 at 4% or $6,455 at 6%; with 50% employer match about $6,455 at 4% or $4,303 at 6%; with 100% employer match about $4,841 at 4% or $3,227 at 6%. |
| 2002 | 1 | 7 | $50,420 | $8,511 | $1,216iApproximate average salary by contribution assumption: employee only about $30,396 at 4% or $20,264 at 6%; with 50% employer match about $20,264 at 4% or $13,510 at 6%; with 100% employer match about $15,198 at 4% or $10,132 at 6%. |
| Paul M. Potenza PC. 401K Profit Sharing Plan | - | 7 | $50,420 | $8,511 | $1,216iApproximate average salary by contribution assumption: employee only about $30,396 at 4% or $20,264 at 6%; with 50% employer match about $20,264 at 4% or $13,510 at 6%; with 100% employer match about $15,198 at 4% or $10,132 at 6%. |
| 2001 | 1 | 6 | $0 | $0 | - |
| Paul M. Potenza PC. 401K Profit Sharing Plan | - | 6 | - | - | - |
| 2000 | 1 | 3 | $33,135 | $2,270 | $757iApproximate average salary by contribution assumption: employee only about $18,917 at 4% or $12,611 at 6%; with 50% employer match about $12,611 at 4% or $8,407 at 6%; with 100% employer match about $9,458 at 4% or $6,306 at 6%. |
| Paul M. Potenza PC. 401K Profit Sharing Plan | - | 3 | $33,135 | $2,270 | $757iApproximate average salary by contribution assumption: employee only about $18,917 at 4% or $12,611 at 6%; with 50% employer match about $12,611 at 4% or $8,407 at 6%; with 100% employer match about $9,458 at 4% or $6,306 at 6%. |
| 1999 | 1 | 2 | $35,305 | $12,837 | $6,419iApproximate average salary by contribution assumption: employee only about $160,463 at 4% or $106,975 at 6%; with 50% employer match about $106,975 at 4% or $71,317 at 6%; with 100% employer match about $80,231 at 4% or $53,488 at 6%. |
| Paul M. Potenza PC. 401K Profit Sharing Plan | - | 2 | $35,305 | $12,837 | $6,419iApproximate average salary by contribution assumption: employee only about $160,463 at 4% or $106,975 at 6%; with 50% employer match about $106,975 at 4% or $71,317 at 6%; with 100% employer match about $80,231 at 4% or $53,488 at 6%. |