Civic Intelligence

James K Potts

Plan context: James K Potts Money Purchase Pension Plan and Trust

EIN 20-1916454 • Chicago, IL • 15 filings • 3 plans

8214 W Addison StChicago, IL 60634-1950
Current Snapshot

Latest Year

2019

2019 Participants

2

2019 Assets

$2,395,983

2019 Contributions

$28,586

Historical Graphs

Total Assets Over Time

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

$2,395,983$1,197,992$0200520132019YearValue
$2,395,983Latest year 2019

Participants Over Time

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

210200520122019YearValue
2Latest year 2019

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
201912$2,395,983$28,586$14,293iApproximate average salary by contribution assumption: employee only about $357,325 at 4% or $238,217 at 6%; with 50% employer match about $238,217 at 4% or $158,811 at 6%; with 100% employer match about $178,663 at 4% or $119,108 at 6%.
James K Potts Money Purchase Pension Plan and Trust-2$2,395,983$28,586$14,293iApproximate average salary by contribution assumption: employee only about $357,325 at 4% or $238,217 at 6%; with 50% employer match about $238,217 at 4% or $158,811 at 6%; with 100% employer match about $178,663 at 4% or $119,108 at 6%.
201812$2,020,841$36,890$18,445iApproximate average salary by contribution assumption: employee only about $461,125 at 4% or $307,417 at 6%; with 50% employer match about $307,417 at 4% or $204,944 at 6%; with 100% employer match about $230,563 at 4% or $153,708 at 6%.
James K Potts Money Purchase Pension Plan and Trust-2$2,020,841$36,890$18,445iApproximate average salary by contribution assumption: employee only about $461,125 at 4% or $307,417 at 6%; with 50% employer match about $307,417 at 4% or $204,944 at 6%; with 100% employer match about $230,563 at 4% or $153,708 at 6%.
201712$2,077,490$67,927$33,964iApproximate average salary by contribution assumption: employee only about $849,088 at 4% or $566,058 at 6%; with 50% employer match about $566,058 at 4% or $377,372 at 6%; with 100% employer match about $424,544 at 4% or $283,029 at 6%.
James K Potts Money Purchase Pension Plan and Trust-2$2,077,490$67,927$33,964iApproximate average salary by contribution assumption: employee only about $849,088 at 4% or $566,058 at 6%; with 50% employer match about $566,058 at 4% or $377,372 at 6%; with 100% employer match about $424,544 at 4% or $283,029 at 6%.
201612$1,666,747$68,228$34,114iApproximate average salary by contribution assumption: employee only about $852,850 at 4% or $568,567 at 6%; with 50% employer match about $568,567 at 4% or $379,044 at 6%; with 100% employer match about $426,425 at 4% or $284,283 at 6%.
James K Potts Money Purchase Pension Plan and Trust-2$1,666,747$68,228$34,114iApproximate average salary by contribution assumption: employee only about $852,850 at 4% or $568,567 at 6%; with 50% employer match about $568,567 at 4% or $379,044 at 6%; with 100% employer match about $426,425 at 4% or $284,283 at 6%.
201512$1,567,492$68,228$34,114iApproximate average salary by contribution assumption: employee only about $852,850 at 4% or $568,567 at 6%; with 50% employer match about $568,567 at 4% or $379,044 at 6%; with 100% employer match about $426,425 at 4% or $284,283 at 6%.
James K Potts Money Purchase Pension Plan and Trust-2$1,567,492$68,228$34,114iApproximate average salary by contribution assumption: employee only about $852,850 at 4% or $568,567 at 6%; with 50% employer match about $568,567 at 4% or $379,044 at 6%; with 100% employer match about $426,425 at 4% or $284,283 at 6%.
201412$1,509,585$73,554$36,777iApproximate average salary by contribution assumption: employee only about $919,425 at 4% or $612,950 at 6%; with 50% employer match about $612,950 at 4% or $408,633 at 6%; with 100% employer match about $459,713 at 4% or $306,475 at 6%.
James K Potts Money Purchase Pension Plan and Trust-2$1,509,585$73,554$36,777iApproximate average salary by contribution assumption: employee only about $919,425 at 4% or $612,950 at 6%; with 50% employer match about $612,950 at 4% or $408,633 at 6%; with 100% employer match about $459,713 at 4% or $306,475 at 6%.
201312$1,359,176$73,262$36,631iApproximate average salary by contribution assumption: employee only about $915,775 at 4% or $610,517 at 6%; with 50% employer match about $610,517 at 4% or $407,011 at 6%; with 100% employer match about $457,888 at 4% or $305,258 at 6%.
James K Potts Money Purchase Pension Plan and Trust-2$1,359,176$73,262$36,631iApproximate average salary by contribution assumption: employee only about $915,775 at 4% or $610,517 at 6%; with 50% employer match about $610,517 at 4% or $407,011 at 6%; with 100% employer match about $457,888 at 4% or $305,258 at 6%.
201212$1,065,297$84,414$42,207iApproximate average salary by contribution assumption: employee only about $1,055,175 at 4% or $703,450 at 6%; with 50% employer match about $703,450 at 4% or $468,967 at 6%; with 100% employer match about $527,588 at 4% or $351,725 at 6%.
James K Potts Money Purchase Pension Plan and Trust-2$1,065,297$84,414$42,207iApproximate average salary by contribution assumption: employee only about $1,055,175 at 4% or $703,450 at 6%; with 50% employer match about $703,450 at 4% or $468,967 at 6%; with 100% employer match about $527,588 at 4% or $351,725 at 6%.
201112$926,830$85,456$42,728iApproximate average salary by contribution assumption: employee only about $1,068,200 at 4% or $712,133 at 6%; with 50% employer match about $712,133 at 4% or $474,756 at 6%; with 100% employer match about $534,100 at 4% or $356,067 at 6%.
James K Potts Money Purchase Pension Plan and Trust-2$926,830$85,456$42,728iApproximate average salary by contribution assumption: employee only about $1,068,200 at 4% or $712,133 at 6%; with 50% employer match about $712,133 at 4% or $474,756 at 6%; with 100% employer match about $534,100 at 4% or $356,067 at 6%.
201012$913,567$88,764$44,382iApproximate average salary by contribution assumption: employee only about $1,109,550 at 4% or $739,700 at 6%; with 50% employer match about $739,700 at 4% or $493,133 at 6%; with 100% employer match about $554,775 at 4% or $369,850 at 6%.
James K Potts Money Purchase Pension Plan and Trust-2$913,567$88,764$44,382iApproximate average salary by contribution assumption: employee only about $1,109,550 at 4% or $739,700 at 6%; with 50% employer match about $739,700 at 4% or $493,133 at 6%; with 100% employer match about $554,775 at 4% or $369,850 at 6%.
200912$798,059$83,060$41,530iApproximate average salary by contribution assumption: employee only about $1,038,250 at 4% or $692,167 at 6%; with 50% employer match about $692,167 at 4% or $461,444 at 6%; with 100% employer match about $519,125 at 4% or $346,083 at 6%.
James K Potts Money Purchase Pension Plan and Trust-2$798,059$83,060$41,530iApproximate average salary by contribution assumption: employee only about $1,038,250 at 4% or $692,167 at 6%; with 50% employer match about $692,167 at 4% or $461,444 at 6%; with 100% employer match about $519,125 at 4% or $346,083 at 6%.
200812$554,179$40,153$20,077iApproximate average salary by contribution assumption: employee only about $501,913 at 4% or $334,608 at 6%; with 50% employer match about $334,608 at 4% or $223,072 at 6%; with 100% employer match about $250,956 at 4% or $167,304 at 6%.
James K Potts Money Purchase Pension Plan and Trust-2$554,179$40,153$20,077iApproximate average salary by contribution assumption: employee only about $501,913 at 4% or $334,608 at 6%; with 50% employer match about $334,608 at 4% or $223,072 at 6%; with 100% employer match about $250,956 at 4% or $167,304 at 6%.
200712$0$0-
James K Potts Money Purchase Pension Plan and Trust-2---
200612$620,847$42,363$21,182iApproximate average salary by contribution assumption: employee only about $529,538 at 4% or $353,025 at 6%; with 50% employer match about $353,025 at 4% or $235,350 at 6%; with 100% employer match about $264,769 at 4% or $176,513 at 6%.
James K Potts Money Purchase Pension Plan and Trust-2$620,847$42,363$21,182iApproximate average salary by contribution assumption: employee only about $529,538 at 4% or $353,025 at 6%; with 50% employer match about $353,025 at 4% or $235,350 at 6%; with 100% employer match about $264,769 at 4% or $176,513 at 6%.
200512$495,755$42,066$21,033iApproximate average salary by contribution assumption: employee only about $525,825 at 4% or $350,550 at 6%; with 50% employer match about $350,550 at 4% or $233,700 at 6%; with 100% employer match about $262,913 at 4% or $175,275 at 6%.
James K Potts Money Purchase Pension Plan and Trust-2$495,755$42,066$21,033iApproximate average salary by contribution assumption: employee only about $525,825 at 4% or $350,550 at 6%; with 50% employer match about $350,550 at 4% or $233,700 at 6%; with 100% employer match about $262,913 at 4% or $175,275 at 6%.