Civic Intelligence

Jeffrey D. Potter, D.D.S. Inc.

Plan context: Jeffrey D. Potter, D.D.S. Inc. 401K Plan

EIN 20-3517395 • Yorba Linda, CA • 19 filings • 2 plans

17300 Yorba Linda Blvd. #DYorba Linda, CA 92886-3810
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$2,367,415

2024 Contributions

$96,975

Historical Graphs

Total Assets Over Time

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

$2,367,415$1,183,708$0200620162024YearValue
$2,367,415Latest year 2024

Participants Over Time

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

1580200620152024YearValue
11Latest 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
2024111$2,367,415$96,975$8,816iApproximate average salary by contribution assumption: employee only about $220,398 at 4% or $146,932 at 6%; with 50% employer match about $146,932 at 4% or $97,955 at 6%; with 100% employer match about $110,199 at 4% or $73,466 at 6%.
Jeffrey D. Potter, D.D.S. Inc. 401K Plan-11$2,367,415$96,975$8,816iApproximate average salary by contribution assumption: employee only about $220,398 at 4% or $146,932 at 6%; with 50% employer match about $146,932 at 4% or $97,955 at 6%; with 100% employer match about $110,199 at 4% or $73,466 at 6%.
2023112$1,862,987$78,905$6,575iApproximate average salary by contribution assumption: employee only about $164,385 at 4% or $109,590 at 6%; with 50% employer match about $109,590 at 4% or $73,060 at 6%; with 100% employer match about $82,193 at 4% or $54,795 at 6%.
Jeffrey D. Potter, D.D.S. Inc. 401K Plan-12$1,862,987$78,905$6,575iApproximate average salary by contribution assumption: employee only about $164,385 at 4% or $109,590 at 6%; with 50% employer match about $109,590 at 4% or $73,060 at 6%; with 100% employer match about $82,193 at 4% or $54,795 at 6%.
2022110$1,381,858$59,137$5,914iApproximate average salary by contribution assumption: employee only about $147,843 at 4% or $98,562 at 6%; with 50% employer match about $98,562 at 4% or $65,708 at 6%; with 100% employer match about $73,921 at 4% or $49,281 at 6%.
Jeffrey D. Potter, D.D.S. Inc. 401K Plan-10$1,381,858$59,137$5,914iApproximate average salary by contribution assumption: employee only about $147,843 at 4% or $98,562 at 6%; with 50% employer match about $98,562 at 4% or $65,708 at 6%; with 100% employer match about $73,921 at 4% or $49,281 at 6%.
2021111$1,907,831$56,652$5,150iApproximate average salary by contribution assumption: employee only about $128,755 at 4% or $85,836 at 6%; with 50% employer match about $85,836 at 4% or $57,224 at 6%; with 100% employer match about $64,377 at 4% or $42,918 at 6%.
Jeffrey D. Potter, D.D.S. Inc. 401K Plan-11$1,907,831$56,652$5,150iApproximate average salary by contribution assumption: employee only about $128,755 at 4% or $85,836 at 6%; with 50% employer match about $85,836 at 4% or $57,224 at 6%; with 100% employer match about $64,377 at 4% or $42,918 at 6%.
2020112$1,514,544$35,009$2,917iApproximate average salary by contribution assumption: employee only about $72,935 at 4% or $48,624 at 6%; with 50% employer match about $48,624 at 4% or $32,416 at 6%; with 100% employer match about $36,468 at 4% or $24,312 at 6%.
Jeffrey D. Potter, D.D.S. Inc. 401K Plan-12$1,514,544$35,009$2,917iApproximate average salary by contribution assumption: employee only about $72,935 at 4% or $48,624 at 6%; with 50% employer match about $48,624 at 4% or $32,416 at 6%; with 100% employer match about $36,468 at 4% or $24,312 at 6%.
2019115$1,326,911$64,948$4,330iApproximate average salary by contribution assumption: employee only about $108,247 at 4% or $72,164 at 6%; with 50% employer match about $72,164 at 4% or $48,110 at 6%; with 100% employer match about $54,123 at 4% or $36,082 at 6%.
Jeffrey D. Potter, D.D.S. Inc. 401K Plan-15$1,326,911$64,948$4,330iApproximate average salary by contribution assumption: employee only about $108,247 at 4% or $72,164 at 6%; with 50% employer match about $72,164 at 4% or $48,110 at 6%; with 100% employer match about $54,123 at 4% or $36,082 at 6%.
2018114$1,044,139$60,513$4,322iApproximate average salary by contribution assumption: employee only about $108,059 at 4% or $72,039 at 6%; with 50% employer match about $72,039 at 4% or $48,026 at 6%; with 100% employer match about $54,029 at 4% or $36,020 at 6%.
Jeffrey D. Potter, D.D.S. Inc. 401K Plan-14$1,044,139$60,513$4,322iApproximate average salary by contribution assumption: employee only about $108,059 at 4% or $72,039 at 6%; with 50% employer match about $72,039 at 4% or $48,026 at 6%; with 100% employer match about $54,029 at 4% or $36,020 at 6%.
2017114$1,072,119$58,468$4,176iApproximate average salary by contribution assumption: employee only about $104,407 at 4% or $69,605 at 6%; with 50% employer match about $69,605 at 4% or $46,403 at 6%; with 100% employer match about $52,204 at 4% or $34,802 at 6%.
Jeffrey D. Potter, D.D.S. Inc. 401K Plan-14$1,072,119$58,468$4,176iApproximate average salary by contribution assumption: employee only about $104,407 at 4% or $69,605 at 6%; with 50% employer match about $69,605 at 4% or $46,403 at 6%; with 100% employer match about $52,204 at 4% or $34,802 at 6%.
2016112$879,187$59,757$4,980iApproximate average salary by contribution assumption: employee only about $124,494 at 4% or $82,996 at 6%; with 50% employer match about $82,996 at 4% or $55,331 at 6%; with 100% employer match about $62,247 at 4% or $41,498 at 6%.
Jeffrey D. Potter, D.D.S. Inc. 401K Plan-12$879,187$59,757$4,980iApproximate average salary by contribution assumption: employee only about $124,494 at 4% or $82,996 at 6%; with 50% employer match about $82,996 at 4% or $55,331 at 6%; with 100% employer match about $62,247 at 4% or $41,498 at 6%.
2015113$753,263$62,352$4,796iApproximate average salary by contribution assumption: employee only about $119,908 at 4% or $79,938 at 6%; with 50% employer match about $79,938 at 4% or $53,292 at 6%; with 100% employer match about $59,954 at 4% or $39,969 at 6%.
Jeffrey D. Potter, D.D.S. Inc. 401K Plan-13$753,263$62,352$4,796iApproximate average salary by contribution assumption: employee only about $119,908 at 4% or $79,938 at 6%; with 50% employer match about $79,938 at 4% or $53,292 at 6%; with 100% employer match about $59,954 at 4% or $39,969 at 6%.
2014113$710,802$60,004$4,616iApproximate average salary by contribution assumption: employee only about $115,392 at 4% or $76,928 at 6%; with 50% employer match about $76,928 at 4% or $51,285 at 6%; with 100% employer match about $57,696 at 4% or $38,464 at 6%.
Jeffrey D. Potter, D.D.S. Inc. 401K Plan-13$710,802$60,004$4,616iApproximate average salary by contribution assumption: employee only about $115,392 at 4% or $76,928 at 6%; with 50% employer match about $76,928 at 4% or $51,285 at 6%; with 100% employer match about $57,696 at 4% or $38,464 at 6%.
2013113$638,915$62,647$4,819iApproximate average salary by contribution assumption: employee only about $120,475 at 4% or $80,317 at 6%; with 50% employer match about $80,317 at 4% or $53,544 at 6%; with 100% employer match about $60,238 at 4% or $40,158 at 6%.
Jeffrey D. Potter, D.D.S. Inc. 401K Plan-13$638,915$62,647$4,819iApproximate average salary by contribution assumption: employee only about $120,475 at 4% or $80,317 at 6%; with 50% employer match about $80,317 at 4% or $53,544 at 6%; with 100% employer match about $60,238 at 4% or $40,158 at 6%.
2012111$453,260$71,629$6,512iApproximate average salary by contribution assumption: employee only about $162,793 at 4% or $108,529 at 6%; with 50% employer match about $108,529 at 4% or $72,353 at 6%; with 100% employer match about $81,397 at 4% or $54,264 at 6%.
Jeffrey D. Potter, D.D.S. Inc. 401K Plan-11$453,260$71,629$6,512iApproximate average salary by contribution assumption: employee only about $162,793 at 4% or $108,529 at 6%; with 50% employer match about $108,529 at 4% or $72,353 at 6%; with 100% employer match about $81,397 at 4% or $54,264 at 6%.
2011113$339,446$83,677$6,437iApproximate average salary by contribution assumption: employee only about $160,917 at 4% or $107,278 at 6%; with 50% employer match about $107,278 at 4% or $71,519 at 6%; with 100% employer match about $80,459 at 4% or $53,639 at 6%.
Jeffrey D. Potter, D.D.S. Inc. 401K Plan-13$339,446$83,677$6,437iApproximate average salary by contribution assumption: employee only about $160,917 at 4% or $107,278 at 6%; with 50% employer match about $107,278 at 4% or $71,519 at 6%; with 100% employer match about $80,459 at 4% or $53,639 at 6%.
2010113$278,885$53,240$4,095iApproximate average salary by contribution assumption: employee only about $102,385 at 4% or $68,256 at 6%; with 50% employer match about $68,256 at 4% or $45,504 at 6%; with 100% employer match about $51,192 at 4% or $34,128 at 6%.
Jeffrey D. Potter, D.D.S. Inc. 401K Plan-13$278,885$53,240$4,095iApproximate average salary by contribution assumption: employee only about $102,385 at 4% or $68,256 at 6%; with 50% employer match about $68,256 at 4% or $45,504 at 6%; with 100% employer match about $51,192 at 4% or $34,128 at 6%.
2009112$190,904$51,064$4,255iApproximate average salary by contribution assumption: employee only about $106,383 at 4% or $70,922 at 6%; with 50% employer match about $70,922 at 4% or $47,281 at 6%; with 100% employer match about $53,192 at 4% or $35,461 at 6%.
Jeffrey D. Potter, D.D.S. Inc. 401K Plan-12$190,904$51,064$4,255iApproximate average salary by contribution assumption: employee only about $106,383 at 4% or $70,922 at 6%; with 50% employer match about $70,922 at 4% or $47,281 at 6%; with 100% employer match about $53,192 at 4% or $35,461 at 6%.
2008111$0$0-
Jeffrey D. Potter, D.D.S. Inc. 401K Plan-11---
2007111$0$0-
Jeffrey D. Potter, D.D.S. Inc. 401K Plan-11---
2006111$54,849$51,432$4,676iApproximate average salary by contribution assumption: employee only about $116,891 at 4% or $77,927 at 6%; with 50% employer match about $77,927 at 4% or $51,952 at 6%; with 100% employer match about $58,445 at 4% or $38,964 at 6%.
Jeffrey D. Potter, D.D.S. Inc. 401K Plan-11$54,849$51,432$4,676iApproximate average salary by contribution assumption: employee only about $116,891 at 4% or $77,927 at 6%; with 50% employer match about $77,927 at 4% or $51,952 at 6%; with 100% employer match about $58,445 at 4% or $38,964 at 6%.