Blair & Potts PC.
Plan context: Blair & Potts PC. 401K Plan
EIN 06-1357173 • Stamford, CT • 26 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
17
2024 Assets
$5,310,444
2024 Contributions
$290,725
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 | 17 | $5,310,444 | $290,725 | $17,101iApproximate average salary by contribution assumption: employee only about $427,537 at 4% or $285,025 at 6%; with 50% employer match about $285,025 at 4% or $190,016 at 6%; with 100% employer match about $213,768 at 4% or $142,512 at 6%. |
| Blair & Potts PC. 401K Plan | - | 17 | $5,310,444 | $290,725 | $17,101iApproximate average salary by contribution assumption: employee only about $427,537 at 4% or $285,025 at 6%; with 50% employer match about $285,025 at 4% or $190,016 at 6%; with 100% employer match about $213,768 at 4% or $142,512 at 6%. |
| 2023 | 1 | 17 | $4,281,306 | $311,387 | $18,317iApproximate average salary by contribution assumption: employee only about $457,922 at 4% or $305,281 at 6%; with 50% employer match about $305,281 at 4% or $203,521 at 6%; with 100% employer match about $228,961 at 4% or $152,641 at 6%. |
| Blair & Potts PC. 401K Plan | - | 17 | $4,281,306 | $311,387 | $18,317iApproximate average salary by contribution assumption: employee only about $457,922 at 4% or $305,281 at 6%; with 50% employer match about $305,281 at 4% or $203,521 at 6%; with 100% employer match about $228,961 at 4% or $152,641 at 6%. |
| 2022 | 1 | 11 | $3,303,134 | $186,705 | $16,973iApproximate average salary by contribution assumption: employee only about $424,330 at 4% or $282,886 at 6%; with 50% employer match about $282,886 at 4% or $188,591 at 6%; with 100% employer match about $212,165 at 4% or $141,443 at 6%. |
| Blair & Potts PC. 401K Plan | - | 11 | $3,303,134 | $186,705 | $16,973iApproximate average salary by contribution assumption: employee only about $424,330 at 4% or $282,886 at 6%; with 50% employer match about $282,886 at 4% or $188,591 at 6%; with 100% employer match about $212,165 at 4% or $141,443 at 6%. |
| 2021 | 1 | 13 | $4,192,301 | $117,009 | $9,001iApproximate average salary by contribution assumption: employee only about $225,017 at 4% or $150,012 at 6%; with 50% employer match about $150,012 at 4% or $100,008 at 6%; with 100% employer match about $112,509 at 4% or $75,006 at 6%. |
| Blair & Potts PC. 401K Plan | - | 13 | $4,192,301 | $117,009 | $9,001iApproximate average salary by contribution assumption: employee only about $225,017 at 4% or $150,012 at 6%; with 50% employer match about $150,012 at 4% or $100,008 at 6%; with 100% employer match about $112,509 at 4% or $75,006 at 6%. |
| 2020 | 1 | 13 | $3,451,984 | $161,113 | $12,393iApproximate average salary by contribution assumption: employee only about $309,833 at 4% or $206,555 at 6%; with 50% employer match about $206,555 at 4% or $137,703 at 6%; with 100% employer match about $154,916 at 4% or $103,278 at 6%. |
| Blair & Potts PC. 401K Plan | - | 13 | $3,451,984 | $161,113 | $12,393iApproximate average salary by contribution assumption: employee only about $309,833 at 4% or $206,555 at 6%; with 50% employer match about $206,555 at 4% or $137,703 at 6%; with 100% employer match about $154,916 at 4% or $103,278 at 6%. |
| 2019 | 1 | 15 | $2,987,585 | $226,378 | $15,092iApproximate average salary by contribution assumption: employee only about $377,297 at 4% or $251,531 at 6%; with 50% employer match about $251,531 at 4% or $167,687 at 6%; with 100% employer match about $188,648 at 4% or $125,766 at 6%. |
| Blair & Potts PC. 401K Plan | - | 15 | $2,987,585 | $226,378 | $15,092iApproximate average salary by contribution assumption: employee only about $377,297 at 4% or $251,531 at 6%; with 50% employer match about $251,531 at 4% or $167,687 at 6%; with 100% employer match about $188,648 at 4% or $125,766 at 6%. |
| 2018 | 1 | 17 | $3,591,024 | $251,107 | $14,771iApproximate average salary by contribution assumption: employee only about $369,275 at 4% or $246,183 at 6%; with 50% employer match about $246,183 at 4% or $164,122 at 6%; with 100% employer match about $184,638 at 4% or $123,092 at 6%. |
| Blair & Potts PC. 401K Plan | - | 17 | $3,591,024 | $251,107 | $14,771iApproximate average salary by contribution assumption: employee only about $369,275 at 4% or $246,183 at 6%; with 50% employer match about $246,183 at 4% or $164,122 at 6%; with 100% employer match about $184,638 at 4% or $123,092 at 6%. |
| 2017 | 1 | 19 | $4,392,075 | $225,229 | $11,854iApproximate average salary by contribution assumption: employee only about $296,354 at 4% or $197,569 at 6%; with 50% employer match about $197,569 at 4% or $131,713 at 6%; with 100% employer match about $148,177 at 4% or $98,785 at 6%. |
| Blair & Potts PC. 401K Plan | - | 19 | $4,392,075 | $225,229 | $11,854iApproximate average salary by contribution assumption: employee only about $296,354 at 4% or $197,569 at 6%; with 50% employer match about $197,569 at 4% or $131,713 at 6%; with 100% employer match about $148,177 at 4% or $98,785 at 6%. |
| 2016 | 1 | 19 | $3,512,957 | $234,922 | $12,364iApproximate average salary by contribution assumption: employee only about $309,108 at 4% or $206,072 at 6%; with 50% employer match about $206,072 at 4% or $137,381 at 6%; with 100% employer match about $154,554 at 4% or $103,036 at 6%. |
| Blair & Potts PC. 401K Plan | - | 19 | $3,512,957 | $234,922 | $12,364iApproximate average salary by contribution assumption: employee only about $309,108 at 4% or $206,072 at 6%; with 50% employer match about $206,072 at 4% or $137,381 at 6%; with 100% employer match about $154,554 at 4% or $103,036 at 6%. |
| 2015 | 1 | 19 | $3,011,825 | $219,652 | $11,561iApproximate average salary by contribution assumption: employee only about $289,016 at 4% or $192,677 at 6%; with 50% employer match about $192,677 at 4% or $128,451 at 6%; with 100% employer match about $144,508 at 4% or $96,339 at 6%. |
| Blair & Potts PC. 401K Plan | - | 19 | $3,011,825 | $219,652 | $11,561iApproximate average salary by contribution assumption: employee only about $289,016 at 4% or $192,677 at 6%; with 50% employer match about $192,677 at 4% or $128,451 at 6%; with 100% employer match about $144,508 at 4% or $96,339 at 6%. |
| 2014 | 1 | 20 | $3,135,014 | $171,246 | $8,562iApproximate average salary by contribution assumption: employee only about $214,057 at 4% or $142,705 at 6%; with 50% employer match about $142,705 at 4% or $95,137 at 6%; with 100% employer match about $107,029 at 4% or $71,353 at 6%. |
| Blair & Potts PC. 401K Plan | - | 20 | $3,135,014 | $171,246 | $8,562iApproximate average salary by contribution assumption: employee only about $214,057 at 4% or $142,705 at 6%; with 50% employer match about $142,705 at 4% or $95,137 at 6%; with 100% employer match about $107,029 at 4% or $71,353 at 6%. |
| 2013 | 1 | 22 | $3,114,412 | $189,531 | $8,615iApproximate average salary by contribution assumption: employee only about $215,376 at 4% or $143,584 at 6%; with 50% employer match about $143,584 at 4% or $95,723 at 6%; with 100% employer match about $107,688 at 4% or $71,792 at 6%. |
| Blair & Potts PC. 401K Plan | - | 22 | $3,114,412 | $189,531 | $8,615iApproximate average salary by contribution assumption: employee only about $215,376 at 4% or $143,584 at 6%; with 50% employer match about $143,584 at 4% or $95,723 at 6%; with 100% employer match about $107,688 at 4% or $71,792 at 6%. |
| 2012 | 1 | 24 | $2,461,528 | $181,093 | $7,546iApproximate average salary by contribution assumption: employee only about $188,639 at 4% or $125,759 at 6%; with 50% employer match about $125,759 at 4% or $83,839 at 6%; with 100% employer match about $94,319 at 4% or $62,880 at 6%. |
| Blair & Potts PC. 401K Plan | - | 24 | $2,461,528 | $181,093 | $7,546iApproximate average salary by contribution assumption: employee only about $188,639 at 4% or $125,759 at 6%; with 50% employer match about $125,759 at 4% or $83,839 at 6%; with 100% employer match about $94,319 at 4% or $62,880 at 6%. |
| 2011 | 1 | 22 | $1,990,628 | $147,602 | $6,709iApproximate average salary by contribution assumption: employee only about $167,730 at 4% or $111,820 at 6%; with 50% employer match about $111,820 at 4% or $74,546 at 6%; with 100% employer match about $83,865 at 4% or $55,910 at 6%. |
| Blair & Potts PC. 401K Plan | - | 22 | $1,990,628 | $147,602 | $6,709iApproximate average salary by contribution assumption: employee only about $167,730 at 4% or $111,820 at 6%; with 50% employer match about $111,820 at 4% or $74,546 at 6%; with 100% employer match about $83,865 at 4% or $55,910 at 6%. |
| 2010 | 1 | 20 | $2,082,525 | $206,053 | $10,303iApproximate average salary by contribution assumption: employee only about $257,566 at 4% or $171,711 at 6%; with 50% employer match about $171,711 at 4% or $114,474 at 6%; with 100% employer match about $128,783 at 4% or $85,855 at 6%. |
| Blair & Potts PC. 401K Plan | - | 20 | $2,082,525 | $206,053 | $10,303iApproximate average salary by contribution assumption: employee only about $257,566 at 4% or $171,711 at 6%; with 50% employer match about $171,711 at 4% or $114,474 at 6%; with 100% employer match about $128,783 at 4% or $85,855 at 6%. |
| 2009 | 1 | 20 | $1,762,634 | $175,828 | $8,791iApproximate average salary by contribution assumption: employee only about $219,785 at 4% or $146,523 at 6%; with 50% employer match about $146,523 at 4% or $97,682 at 6%; with 100% employer match about $109,893 at 4% or $73,262 at 6%. |
| Blair & Potts PC. 401K Plan | - | 20 | $1,762,634 | $175,828 | $8,791iApproximate average salary by contribution assumption: employee only about $219,785 at 4% or $146,523 at 6%; with 50% employer match about $146,523 at 4% or $97,682 at 6%; with 100% employer match about $109,893 at 4% or $73,262 at 6%. |
| 2008 | 1 | 19 | $1,211,005 | $176,960 | $9,314iApproximate average salary by contribution assumption: employee only about $232,842 at 4% or $155,228 at 6%; with 50% employer match about $155,228 at 4% or $103,485 at 6%; with 100% employer match about $116,421 at 4% or $77,614 at 6%. |
| Blair & Potts PC. 401K Plan | - | 19 | $1,211,005 | $176,960 | $9,314iApproximate average salary by contribution assumption: employee only about $232,842 at 4% or $155,228 at 6%; with 50% employer match about $155,228 at 4% or $103,485 at 6%; with 100% employer match about $116,421 at 4% or $77,614 at 6%. |
| 2007 | 1 | 19 | $0 | $0 | - |
| Blair & Potts PC. 401K Plan | - | 19 | - | - | - |
| 2006 | 1 | 17 | $1,507,031 | $188,965 | $11,116iApproximate average salary by contribution assumption: employee only about $277,890 at 4% or $185,260 at 6%; with 50% employer match about $185,260 at 4% or $123,507 at 6%; with 100% employer match about $138,945 at 4% or $92,630 at 6%. |
| Blair & Potts PC. 401K Plan | - | 17 | $1,507,031 | $188,965 | $11,116iApproximate average salary by contribution assumption: employee only about $277,890 at 4% or $185,260 at 6%; with 50% employer match about $185,260 at 4% or $123,507 at 6%; with 100% employer match about $138,945 at 4% or $92,630 at 6%. |
| 2005 | 1 | 15 | $1,194,091 | $167,188 | $11,146iApproximate average salary by contribution assumption: employee only about $278,647 at 4% or $185,764 at 6%; with 50% employer match about $185,764 at 4% or $123,843 at 6%; with 100% employer match about $139,323 at 4% or $92,882 at 6%. |
| Blair & Potts PC. 401K Plan | - | 15 | $1,194,091 | $167,188 | $11,146iApproximate average salary by contribution assumption: employee only about $278,647 at 4% or $185,764 at 6%; with 50% employer match about $185,764 at 4% or $123,843 at 6%; with 100% employer match about $139,323 at 4% or $92,882 at 6%. |
| 2004 | 1 | 16 | $1,004,133 | $156,122 | $9,758iApproximate average salary by contribution assumption: employee only about $243,941 at 4% or $162,627 at 6%; with 50% employer match about $162,627 at 4% or $108,418 at 6%; with 100% employer match about $121,970 at 4% or $81,314 at 6%. |
| Blair & Potts PC. 401K Plan | - | 16 | $1,004,133 | $156,122 | $9,758iApproximate average salary by contribution assumption: employee only about $243,941 at 4% or $162,627 at 6%; with 50% employer match about $162,627 at 4% or $108,418 at 6%; with 100% employer match about $121,970 at 4% or $81,314 at 6%. |
| 2003 | 1 | 17 | $789,790 | $139,805 | $8,224iApproximate average salary by contribution assumption: employee only about $205,596 at 4% or $137,064 at 6%; with 50% employer match about $137,064 at 4% or $91,376 at 6%; with 100% employer match about $102,798 at 4% or $68,532 at 6%. |
| Blair & Potts PC. 401K Plan | - | 17 | $789,790 | $139,805 | $8,224iApproximate average salary by contribution assumption: employee only about $205,596 at 4% or $137,064 at 6%; with 50% employer match about $137,064 at 4% or $91,376 at 6%; with 100% employer match about $102,798 at 4% or $68,532 at 6%. |
| 2002 | 1 | 15 | $533,884 | $130,455 | $8,697iApproximate average salary by contribution assumption: employee only about $217,425 at 4% or $144,950 at 6%; with 50% employer match about $144,950 at 4% or $96,633 at 6%; with 100% employer match about $108,713 at 4% or $72,475 at 6%. |
| Blair & Potts PC. 401K Plan | - | 15 | $533,884 | $130,455 | $8,697iApproximate average salary by contribution assumption: employee only about $217,425 at 4% or $144,950 at 6%; with 50% employer match about $144,950 at 4% or $96,633 at 6%; with 100% employer match about $108,713 at 4% or $72,475 at 6%. |
| 2001 | 1 | 14 | $559,665 | $124,143 | $8,867iApproximate average salary by contribution assumption: employee only about $221,684 at 4% or $147,789 at 6%; with 50% employer match about $147,789 at 4% or $98,526 at 6%; with 100% employer match about $110,842 at 4% or $73,895 at 6%. |
| Blair & Potts PC. 401K Plan | - | 14 | $559,665 | $124,143 | $8,867iApproximate average salary by contribution assumption: employee only about $221,684 at 4% or $147,789 at 6%; with 50% employer match about $147,789 at 4% or $98,526 at 6%; with 100% employer match about $110,842 at 4% or $73,895 at 6%. |
| 2000 | 1 | 13 | $562,135 | $108,634 | $8,356iApproximate average salary by contribution assumption: employee only about $208,912 at 4% or $139,274 at 6%; with 50% employer match about $139,274 at 4% or $92,850 at 6%; with 100% employer match about $104,456 at 4% or $69,637 at 6%. |
| Blair & Potts PC. 401K Plan | - | 13 | $562,135 | $108,634 | $8,356iApproximate average salary by contribution assumption: employee only about $208,912 at 4% or $139,274 at 6%; with 50% employer match about $139,274 at 4% or $92,850 at 6%; with 100% employer match about $104,456 at 4% or $69,637 at 6%. |
| 1999 | 1 | 8 | $556,930 | $72,148 | $9,019iApproximate average salary by contribution assumption: employee only about $225,463 at 4% or $150,308 at 6%; with 50% employer match about $150,308 at 4% or $100,206 at 6%; with 100% employer match about $112,731 at 4% or $75,154 at 6%. |
| Blair & Potts PC. 401K Plan | - | 8 | $556,930 | $72,148 | $9,019iApproximate average salary by contribution assumption: employee only about $225,463 at 4% or $150,308 at 6%; with 50% employer match about $150,308 at 4% or $100,206 at 6%; with 100% employer match about $112,731 at 4% or $75,154 at 6%. |