Civic Intelligence

Potter Associates Inc.

Plan context: Potter Associates Inc. Profit Sharing Plan

EIN 16-0876544 • Rochester, NY • 25 filings • 3 plans

1336 Culver RoadRochester, NY 14609
Current Snapshot

Latest Year

2023

2023 Participants

9

2023 Assets

$2,397,670

2023 Contributions

$104,446

Historical Graphs

Total Assets Over Time

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

$3,427,688$1,713,844$0199920152023YearValue
$2,397,670Latest year 2023

Participants Over Time

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

1260199920112023YearValue
9Latest year 2023

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
202319$2,397,670$104,446$11,605iApproximate average salary by contribution assumption: employee only about $290,128 at 4% or $193,419 at 6%; with 50% employer match about $193,419 at 4% or $128,946 at 6%; with 100% employer match about $145,064 at 4% or $96,709 at 6%.
Potter Associates Inc. Profit Sharing Plan-9$2,397,670$104,446$11,605iApproximate average salary by contribution assumption: employee only about $290,128 at 4% or $193,419 at 6%; with 50% employer match about $193,419 at 4% or $128,946 at 6%; with 100% employer match about $145,064 at 4% or $96,709 at 6%.
202219$2,608,671$138,954$15,439iApproximate average salary by contribution assumption: employee only about $385,983 at 4% or $257,322 at 6%; with 50% employer match about $257,322 at 4% or $171,548 at 6%; with 100% employer match about $192,992 at 4% or $128,661 at 6%.
Potter Associates Inc. Profit Sharing Plan-9$2,608,671$138,954$15,439iApproximate average salary by contribution assumption: employee only about $385,983 at 4% or $257,322 at 6%; with 50% employer match about $257,322 at 4% or $171,548 at 6%; with 100% employer match about $192,992 at 4% or $128,661 at 6%.
202119$2,325,244$142,266$15,807iApproximate average salary by contribution assumption: employee only about $395,183 at 4% or $263,456 at 6%; with 50% employer match about $263,456 at 4% or $175,637 at 6%; with 100% employer match about $197,592 at 4% or $131,728 at 6%.
Potter Associates Inc. Profit Sharing Plan-9$2,325,244$142,266$15,807iApproximate average salary by contribution assumption: employee only about $395,183 at 4% or $263,456 at 6%; with 50% employer match about $263,456 at 4% or $175,637 at 6%; with 100% employer match about $197,592 at 4% or $131,728 at 6%.
202019$3,427,688$114,758$12,751iApproximate average salary by contribution assumption: employee only about $318,772 at 4% or $212,515 at 6%; with 50% employer match about $212,515 at 4% or $141,677 at 6%; with 100% employer match about $159,386 at 4% or $106,257 at 6%.
Potter Associates Inc. Profit Sharing Plan-9$3,427,688$114,758$12,751iApproximate average salary by contribution assumption: employee only about $318,772 at 4% or $212,515 at 6%; with 50% employer match about $212,515 at 4% or $141,677 at 6%; with 100% employer match about $159,386 at 4% or $106,257 at 6%.
2019111$2,946,669$127,853$11,623iApproximate average salary by contribution assumption: employee only about $290,575 at 4% or $193,717 at 6%; with 50% employer match about $193,717 at 4% or $129,144 at 6%; with 100% employer match about $145,288 at 4% or $96,858 at 6%.
Potter Associates Inc. Profit Sharing Plan-11$2,946,669$127,853$11,623iApproximate average salary by contribution assumption: employee only about $290,575 at 4% or $193,717 at 6%; with 50% employer match about $193,717 at 4% or $129,144 at 6%; with 100% employer match about $145,288 at 4% or $96,858 at 6%.
2018111$3,018,549$137,628$12,512iApproximate average salary by contribution assumption: employee only about $312,791 at 4% or $208,527 at 6%; with 50% employer match about $208,527 at 4% or $139,018 at 6%; with 100% employer match about $156,395 at 4% or $104,264 at 6%.
Potter Associates Inc. Profit Sharing Plan-11$3,018,549$137,628$12,512iApproximate average salary by contribution assumption: employee only about $312,791 at 4% or $208,527 at 6%; with 50% employer match about $208,527 at 4% or $139,018 at 6%; with 100% employer match about $156,395 at 4% or $104,264 at 6%.
2017110$2,915,755$122,894$12,289iApproximate average salary by contribution assumption: employee only about $307,235 at 4% or $204,823 at 6%; with 50% employer match about $204,823 at 4% or $136,549 at 6%; with 100% employer match about $153,618 at 4% or $102,412 at 6%.
Potter Associates Inc. Profit Sharing Plan-10$2,915,755$122,894$12,289iApproximate average salary by contribution assumption: employee only about $307,235 at 4% or $204,823 at 6%; with 50% employer match about $204,823 at 4% or $136,549 at 6%; with 100% employer match about $153,618 at 4% or $102,412 at 6%.
2016110$2,861,968$167,034$16,703iApproximate average salary by contribution assumption: employee only about $417,585 at 4% or $278,390 at 6%; with 50% employer match about $278,390 at 4% or $185,593 at 6%; with 100% employer match about $208,793 at 4% or $139,195 at 6%.
Potter Associates Inc. Profit Sharing Plan-10$2,861,968$167,034$16,703iApproximate average salary by contribution assumption: employee only about $417,585 at 4% or $278,390 at 6%; with 50% employer match about $278,390 at 4% or $185,593 at 6%; with 100% employer match about $208,793 at 4% or $139,195 at 6%.
2015111$2,456,048$91,750$8,341iApproximate average salary by contribution assumption: employee only about $208,523 at 4% or $139,015 at 6%; with 50% employer match about $139,015 at 4% or $92,677 at 6%; with 100% employer match about $104,261 at 4% or $69,508 at 6%.
Potter Associates Inc. Profit Sharing Plan-11$2,456,048$91,750$8,341iApproximate average salary by contribution assumption: employee only about $208,523 at 4% or $139,015 at 6%; with 50% employer match about $139,015 at 4% or $92,677 at 6%; with 100% employer match about $104,261 at 4% or $69,508 at 6%.
2014112$3,074,677$79,120$6,593iApproximate average salary by contribution assumption: employee only about $164,833 at 4% or $109,889 at 6%; with 50% employer match about $109,889 at 4% or $73,259 at 6%; with 100% employer match about $82,417 at 4% or $54,944 at 6%.
Potter Associates Inc. Profit Sharing Plan-12$3,074,677$79,120$6,593iApproximate average salary by contribution assumption: employee only about $164,833 at 4% or $109,889 at 6%; with 50% employer match about $109,889 at 4% or $73,259 at 6%; with 100% employer match about $82,417 at 4% or $54,944 at 6%.
2013111$3,036,574$82,082$7,462iApproximate average salary by contribution assumption: employee only about $186,550 at 4% or $124,367 at 6%; with 50% employer match about $124,367 at 4% or $82,911 at 6%; with 100% employer match about $93,275 at 4% or $62,183 at 6%.
Potter Associates Inc. Profit Sharing Plan-11$3,036,574$82,082$7,462iApproximate average salary by contribution assumption: employee only about $186,550 at 4% or $124,367 at 6%; with 50% employer match about $124,367 at 4% or $82,911 at 6%; with 100% employer match about $93,275 at 4% or $62,183 at 6%.
2012112$2,874,480$100,464$8,372iApproximate average salary by contribution assumption: employee only about $209,300 at 4% or $139,533 at 6%; with 50% employer match about $139,533 at 4% or $93,022 at 6%; with 100% employer match about $104,650 at 4% or $69,767 at 6%.
Potter Associates Inc. Profit Sharing Plan-12$2,874,480$100,464$8,372iApproximate average salary by contribution assumption: employee only about $209,300 at 4% or $139,533 at 6%; with 50% employer match about $139,533 at 4% or $93,022 at 6%; with 100% employer match about $104,650 at 4% or $69,767 at 6%.
2011111$2,509,605$88,729$8,066iApproximate average salary by contribution assumption: employee only about $201,657 at 4% or $134,438 at 6%; with 50% employer match about $134,438 at 4% or $89,625 at 6%; with 100% employer match about $100,828 at 4% or $67,219 at 6%.
Potter Associates Inc. Profit Sharing Plan-11$2,509,605$88,729$8,066iApproximate average salary by contribution assumption: employee only about $201,657 at 4% or $134,438 at 6%; with 50% employer match about $134,438 at 4% or $89,625 at 6%; with 100% employer match about $100,828 at 4% or $67,219 at 6%.
2010111$2,202,677$88,360$8,033iApproximate average salary by contribution assumption: employee only about $200,818 at 4% or $133,879 at 6%; with 50% employer match about $133,879 at 4% or $89,253 at 6%; with 100% employer match about $100,409 at 4% or $66,939 at 6%.
Potter Associates Inc. Profit Sharing Plan-11$2,202,677$88,360$8,033iApproximate average salary by contribution assumption: employee only about $200,818 at 4% or $133,879 at 6%; with 50% employer match about $133,879 at 4% or $89,253 at 6%; with 100% employer match about $100,409 at 4% or $66,939 at 6%.
2009111$2,032,245$90,205$8,200iApproximate average salary by contribution assumption: employee only about $205,011 at 4% or $136,674 at 6%; with 50% employer match about $136,674 at 4% or $91,116 at 6%; with 100% employer match about $102,506 at 4% or $68,337 at 6%.
Potter Associates Inc. Profit Sharing Plan-11$2,032,245$90,205$8,200iApproximate average salary by contribution assumption: employee only about $205,011 at 4% or $136,674 at 6%; with 50% employer match about $136,674 at 4% or $91,116 at 6%; with 100% employer match about $102,506 at 4% or $68,337 at 6%.
2008111$0$0-
Potter Associates Inc. Profit Sharing Plan-11---
2007112$0$0-
Potter Associates Inc. Profit Sharing Plan-12---
2006111$1,790,454$100,194$9,109iApproximate average salary by contribution assumption: employee only about $227,714 at 4% or $151,809 at 6%; with 50% employer match about $151,809 at 4% or $101,206 at 6%; with 100% employer match about $113,857 at 4% or $75,905 at 6%.
Potter Associates Inc. Profit Sharing Plan-11$1,790,454$100,194$9,109iApproximate average salary by contribution assumption: employee only about $227,714 at 4% or $151,809 at 6%; with 50% employer match about $151,809 at 4% or $101,206 at 6%; with 100% employer match about $113,857 at 4% or $75,905 at 6%.
2005111$1,523,691$97,272$8,843iApproximate average salary by contribution assumption: employee only about $221,073 at 4% or $147,382 at 6%; with 50% employer match about $147,382 at 4% or $98,255 at 6%; with 100% employer match about $110,536 at 4% or $73,691 at 6%.
Potter Associates Inc. Profit Sharing Plan-11$1,523,691$97,272$8,843iApproximate average salary by contribution assumption: employee only about $221,073 at 4% or $147,382 at 6%; with 50% employer match about $147,382 at 4% or $98,255 at 6%; with 100% employer match about $110,536 at 4% or $73,691 at 6%.
2004111$0$0-
Potter Associates Inc. Profit Sharing Plan-11---
2003111$0$0-
Potter Associates Inc. Profit Sharing Plan-11---
2002110$0$0-
Potter Associates Inc. Profit Sharing Plan-10---
2001110$0$0-
Potter Associates Inc. Profit Sharing Plan-10---
2000110$0$0-
Potter Associates Inc. Profit Sharing Plan-10---
1999110$721,724$75,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
Potter Associates Inc. Profit Sharing Plan-10$721,724$75,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.