Civic Intelligence

Steven D. Potter, M.D. LLC

Plan context: STEVEN D. POTTER, M.D. DEFINED BENEFIT PENSION PLAN

EIN 22-3737734 • Pompton Plains, NJ • 32 filings • 6 plans

287 Blvd Ste 1Pompton Plains, NJ 07444
Current Snapshot

Latest Year

2022

2022 Participants

2

2022 Assets

$4,505,688

2022 Contributions

$71,768

Historical Graphs

Total Assets Over Time

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

$4,505,688$2,252,844$0200320132021YearValue
$4,505,688Latest year 2021

Participants Over Time

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

210200120132021YearValue
2Latest year 2021

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
202210$0$0-
STEVEN D. POTTER, M.D. DEFINED BENEFIT PENSION PLAN-0$0$0-
202132$4,505,688$71,768$35,884iApproximate average salary by contribution assumption: employee only about $897,100 at 4% or $598,067 at 6%; with 50% employer match about $598,067 at 4% or $398,711 at 6%; with 100% employer match about $448,550 at 4% or $299,033 at 6%.
STEVEN D. POTTER, M.D. DEFINED BENEFIT PENSION PLAN-2$2,796,619$0-
Steven D. Potter, M.D. Money Purchase Plan-2$1,709,069$71,768$35,884iApproximate average salary by contribution assumption: employee only about $897,100 at 4% or $598,067 at 6%; with 50% employer match about $598,067 at 4% or $398,711 at 6%; with 100% employer match about $448,550 at 4% or $299,033 at 6%.
Steven D. Potter, M.D. Money Purchase Plan-0$0--
202022$4,305,893$205,300$102,650iApproximate average salary by contribution assumption: employee only about $2,566,250 at 4% or $1,710,833 at 6%; with 50% employer match about $1,710,833 at 4% or $1,140,556 at 6%; with 100% employer match about $1,283,125 at 4% or $855,417 at 6%.
STEVEN D. POTTER, M.D. DEFINED BENEFIT PENSION PLAN-2$2,711,754$156,000$78,000iApproximate average salary by contribution assumption: employee only about $1,950,000 at 4% or $1,300,000 at 6%; with 50% employer match about $1,300,000 at 4% or $866,667 at 6%; with 100% employer match about $975,000 at 4% or $650,000 at 6%.
Steven D. Potter, M.D. Money Purchase Plan-2$1,594,139$49,300$24,650iApproximate average salary by contribution assumption: employee only about $616,250 at 4% or $410,833 at 6%; with 50% employer match about $410,833 at 4% or $273,889 at 6%; with 100% employer match about $308,125 at 4% or $205,417 at 6%.
201922$3,713,402$190,470$95,235iApproximate average salary by contribution assumption: employee only about $2,380,875 at 4% or $1,587,250 at 6%; with 50% employer match about $1,587,250 at 4% or $1,058,167 at 6%; with 100% employer match about $1,190,438 at 4% or $793,625 at 6%.
STEVEN D. POTTER, M.D. DEFINED BENEFIT PENSION PLAN-2$2,301,434$142,470$71,235iApproximate average salary by contribution assumption: employee only about $1,780,875 at 4% or $1,187,250 at 6%; with 50% employer match about $1,187,250 at 4% or $791,500 at 6%; with 100% employer match about $890,438 at 4% or $593,625 at 6%.
Steven D. Potter, M.D. Money Purchase Plan-2$1,411,968$48,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
201822$3,153,269$222,270$111,135iApproximate average salary by contribution assumption: employee only about $2,778,375 at 4% or $1,852,250 at 6%; with 50% employer match about $1,852,250 at 4% or $1,234,833 at 6%; with 100% employer match about $1,389,188 at 4% or $926,125 at 6%.
STEVEN D. POTTER, M.D. DEFINED BENEFIT PENSION PLAN-2$1,937,155$175,000$87,500iApproximate average salary by contribution assumption: employee only about $2,187,500 at 4% or $1,458,333 at 6%; with 50% employer match about $1,458,333 at 4% or $972,222 at 6%; with 100% employer match about $1,093,750 at 4% or $729,167 at 6%.
Steven D. Potter, M.D. Money Purchase Plan-2$1,216,114$47,270$23,635iApproximate average salary by contribution assumption: employee only about $590,875 at 4% or $393,917 at 6%; with 50% employer match about $393,917 at 4% or $262,611 at 6%; with 100% employer match about $295,438 at 4% or $196,958 at 6%.
201722$3,303,660$221,558$110,779iApproximate average salary by contribution assumption: employee only about $2,769,475 at 4% or $1,846,317 at 6%; with 50% employer match about $1,846,317 at 4% or $1,230,878 at 6%; with 100% employer match about $1,384,738 at 4% or $923,158 at 6%.
STEVEN D. POTTER, M.D. DEFINED BENEFIT PENSION PLAN-2$1,972,861$175,000$87,500iApproximate average salary by contribution assumption: employee only about $2,187,500 at 4% or $1,458,333 at 6%; with 50% employer match about $1,458,333 at 4% or $972,222 at 6%; with 100% employer match about $1,093,750 at 4% or $729,167 at 6%.
Steven D. Potter, M.D. Money Purchase Plan-2$1,330,799$46,558$23,279iApproximate average salary by contribution assumption: employee only about $581,975 at 4% or $387,983 at 6%; with 50% employer match about $387,983 at 4% or $258,656 at 6%; with 100% employer match about $290,988 at 4% or $193,992 at 6%.
201622$2,742,502$221,258$110,629iApproximate average salary by contribution assumption: employee only about $2,765,725 at 4% or $1,843,817 at 6%; with 50% employer match about $1,843,817 at 4% or $1,229,211 at 6%; with 100% employer match about $1,382,863 at 4% or $921,908 at 6%.
STEVEN D. POTTER, M.D. DEFINED BENEFIT PENSION PLAN-2$1,605,349$175,000$87,500iApproximate average salary by contribution assumption: employee only about $2,187,500 at 4% or $1,458,333 at 6%; with 50% employer match about $1,458,333 at 4% or $972,222 at 6%; with 100% employer match about $1,093,750 at 4% or $729,167 at 6%.
Steven D. Potter, M.D. Money Purchase Plan-2$1,137,153$46,258$23,129iApproximate average salary by contribution assumption: employee only about $578,225 at 4% or $385,483 at 6%; with 50% employer match about $385,483 at 4% or $256,989 at 6%; with 100% employer match about $289,113 at 4% or $192,742 at 6%.
201522$2,366,028$183,440$91,720iApproximate average salary by contribution assumption: employee only about $2,293,000 at 4% or $1,528,667 at 6%; with 50% employer match about $1,528,667 at 4% or $1,019,111 at 6%; with 100% employer match about $1,146,500 at 4% or $764,333 at 6%.
STEVEN D. POTTER, M.D. DEFINED BENEFIT PENSION PLAN-2$1,345,220$137,182$68,591iApproximate average salary by contribution assumption: employee only about $1,714,775 at 4% or $1,143,183 at 6%; with 50% employer match about $1,143,183 at 4% or $762,122 at 6%; with 100% employer match about $857,388 at 4% or $571,592 at 6%.
Steven D. Potter, M.D. Money Purchase Plan-2$1,020,808$46,258$23,129iApproximate average salary by contribution assumption: employee only about $578,225 at 4% or $385,483 at 6%; with 50% employer match about $385,483 at 4% or $256,989 at 6%; with 100% employer match about $289,113 at 4% or $192,742 at 6%.
201422$2,256,781$357,553$178,777iApproximate average salary by contribution assumption: employee only about $4,469,413 at 4% or $2,979,608 at 6%; with 50% employer match about $2,979,608 at 4% or $1,986,406 at 6%; with 100% employer match about $2,234,706 at 4% or $1,489,804 at 6%.
STEVEN D. POTTER, M.D. DEFINED BENEFIT PENSION PLAN-2$1,253,269$313,068$156,534iApproximate average salary by contribution assumption: employee only about $3,913,350 at 4% or $2,608,900 at 6%; with 50% employer match about $2,608,900 at 4% or $1,739,267 at 6%; with 100% employer match about $1,956,675 at 4% or $1,304,450 at 6%.
Steven D. Potter, M.D. Money Purchase Plan-2$1,003,512$44,485$22,243iApproximate average salary by contribution assumption: employee only about $556,063 at 4% or $370,708 at 6%; with 50% employer match about $370,708 at 4% or $247,139 at 6%; with 100% employer match about $278,031 at 4% or $185,354 at 6%.
201322$1,831,528$439,361$219,681iApproximate average salary by contribution assumption: employee only about $5,492,013 at 4% or $3,661,342 at 6%; with 50% employer match about $3,661,342 at 4% or $2,440,894 at 6%; with 100% employer match about $2,746,006 at 4% or $1,830,671 at 6%.
Steven D. Potter, M.D. Money Purchase Plan-2$916,893$39,079$19,540iApproximate average salary by contribution assumption: employee only about $488,488 at 4% or $325,658 at 6%; with 50% employer match about $325,658 at 4% or $217,106 at 6%; with 100% employer match about $244,244 at 4% or $162,829 at 6%.
STEVEN D. POTTER, M.D. DEFINED BENEFIT PENSION PLAN-2$914,635$400,282$200,141iApproximate average salary by contribution assumption: employee only about $5,003,525 at 4% or $3,335,683 at 6%; with 50% employer match about $3,335,683 at 4% or $2,223,789 at 6%; with 100% employer match about $2,501,763 at 4% or $1,667,842 at 6%.
201222$1,226,314$251,117$125,559iApproximate average salary by contribution assumption: employee only about $3,138,963 at 4% or $2,092,642 at 6%; with 50% employer match about $2,092,642 at 4% or $1,395,094 at 6%; with 100% employer match about $1,569,481 at 4% or $1,046,321 at 6%.
Steven D. Potter, M.D. Money Purchase Plan--$766,601$69,616-
STEVEN D. POTTER, M.D. DEFINED BENEFIT PENSION PLAN-2$459,713$181,501$90,751iApproximate average salary by contribution assumption: employee only about $2,268,763 at 4% or $1,512,508 at 6%; with 50% employer match about $1,512,508 at 4% or $1,008,339 at 6%; with 100% employer match about $1,134,381 at 4% or $756,254 at 6%.
201122$874,923$164,217$82,109iApproximate average salary by contribution assumption: employee only about $2,052,713 at 4% or $1,368,475 at 6%; with 50% employer match about $1,368,475 at 4% or $912,317 at 6%; with 100% employer match about $1,026,356 at 4% or $684,238 at 6%.
Steven D. Potter, M.D. Money Purchase Plan-2$620,922$36,413$18,207iApproximate average salary by contribution assumption: employee only about $455,163 at 4% or $303,442 at 6%; with 50% employer match about $303,442 at 4% or $202,294 at 6%; with 100% employer match about $227,581 at 4% or $151,721 at 6%.
STEVEN D. POTTER, M.D. DEFINED BENEFIT PENSION PLAN-2$254,001$127,804$63,902iApproximate average salary by contribution assumption: employee only about $1,597,550 at 4% or $1,065,033 at 6%; with 50% employer match about $1,065,033 at 4% or $710,022 at 6%; with 100% employer match about $798,775 at 4% or $532,517 at 6%.
201022$740,960$166,131$83,066iApproximate average salary by contribution assumption: employee only about $2,076,638 at 4% or $1,384,425 at 6%; with 50% employer match about $1,384,425 at 4% or $922,950 at 6%; with 100% employer match about $1,038,319 at 4% or $692,213 at 6%.
Steven D. Potter, M.D. Money Purchase Plan-2$606,029$31,200$15,600iApproximate average salary by contribution assumption: employee only about $390,000 at 4% or $260,000 at 6%; with 50% employer match about $260,000 at 4% or $173,333 at 6%; with 100% employer match about $195,000 at 4% or $130,000 at 6%.
STEVEN D. POTTER, M.D. DEFINED BENEFIT PENSION PLAN-2$134,931$134,931$67,466iApproximate average salary by contribution assumption: employee only about $1,686,638 at 4% or $1,124,425 at 6%; with 50% employer match about $1,124,425 at 4% or $749,617 at 6%; with 100% employer match about $843,319 at 4% or $562,213 at 6%.
200912$515,594$122,996$61,498iApproximate average salary by contribution assumption: employee only about $1,537,450 at 4% or $1,024,967 at 6%; with 50% employer match about $1,024,967 at 4% or $683,311 at 6%; with 100% employer match about $768,725 at 4% or $512,483 at 6%.
Steven D. Potter, M.D. Money Purchase Plan-2$515,594$122,996$61,498iApproximate average salary by contribution assumption: employee only about $1,537,450 at 4% or $1,024,967 at 6%; with 50% employer match about $1,024,967 at 4% or $683,311 at 6%; with 100% employer match about $768,725 at 4% or $512,483 at 6%.
200612$427,946$54,237$27,119iApproximate average salary by contribution assumption: employee only about $677,963 at 4% or $451,975 at 6%; with 50% employer match about $451,975 at 4% or $301,317 at 6%; with 100% employer match about $338,981 at 4% or $225,988 at 6%.
Steven D. Potter, M.D. Money Purchase Plan-2$427,946$54,237$27,119iApproximate average salary by contribution assumption: employee only about $677,963 at 4% or $451,975 at 6%; with 50% employer match about $451,975 at 4% or $301,317 at 6%; with 100% employer match about $338,981 at 4% or $225,988 at 6%.
200512$330,560$51,402$25,701iApproximate average salary by contribution assumption: employee only about $642,525 at 4% or $428,350 at 6%; with 50% employer match about $428,350 at 4% or $285,567 at 6%; with 100% employer match about $321,263 at 4% or $214,175 at 6%.
Steven D. Potter, M.D. Money Purchase Plan-2$330,560$51,402$25,701iApproximate average salary by contribution assumption: employee only about $642,525 at 4% or $428,350 at 6%; with 50% employer match about $428,350 at 4% or $285,567 at 6%; with 100% employer match about $321,263 at 4% or $214,175 at 6%.
200412$255,143$48,633$24,317iApproximate average salary by contribution assumption: employee only about $607,913 at 4% or $405,275 at 6%; with 50% employer match about $405,275 at 4% or $270,183 at 6%; with 100% employer match about $303,956 at 4% or $202,638 at 6%.
Steven D. Potter, M.D. Money Purchase Plan-2$255,143$48,633$24,317iApproximate average salary by contribution assumption: employee only about $607,913 at 4% or $405,275 at 6%; with 50% employer match about $405,275 at 4% or $270,183 at 6%; with 100% employer match about $303,956 at 4% or $202,638 at 6%.
200312$185,237$47,147$23,574iApproximate average salary by contribution assumption: employee only about $589,338 at 4% or $392,892 at 6%; with 50% employer match about $392,892 at 4% or $261,928 at 6%; with 100% employer match about $294,669 at 4% or $196,446 at 6%.
Steven D. Potter, M.D. Money Purchase Plan-2$185,237$47,147$23,574iApproximate average salary by contribution assumption: employee only about $589,338 at 4% or $392,892 at 6%; with 50% employer match about $392,892 at 4% or $261,928 at 6%; with 100% employer match about $294,669 at 4% or $196,446 at 6%.
200112$0$0-
Steven D. Potter, M.D. Money Purchase Plan-2---
Steven D. Potter, M.D. LLC | EIN 22-3737734 | 2022 Form 5500 Company Profile