Civic Intelligence

Steven T Potts PLLC

Plan context: Potts PLLC, Steven T. 401(K) Plan

EIN 26-4725711 • Great Falls, MT • 15 filings • 2 plans

625 Central Ave W Ste 200Great Falls, MT 59404-2874
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$2,551,059

2024 Contributions

$12,272

Historical Graphs

Total Assets Over Time

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

$2,551,059$1,275,530$0201020172024YearValue
$2,551,059Latest year 2024

Participants Over Time

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

420201020172024YearValue
3Latest 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
202413$2,551,059$12,272$4,091iApproximate average salary by contribution assumption: employee only about $102,267 at 4% or $68,178 at 6%; with 50% employer match about $68,178 at 4% or $45,452 at 6%; with 100% employer match about $51,133 at 4% or $34,089 at 6%.
Potts PLLC, Steven T. 401(K) Plan-3$2,551,059$12,272$4,091iApproximate average salary by contribution assumption: employee only about $102,267 at 4% or $68,178 at 6%; with 50% employer match about $68,178 at 4% or $45,452 at 6%; with 100% employer match about $51,133 at 4% or $34,089 at 6%.
202313$2,081,624$6,053$2,018iApproximate average salary by contribution assumption: employee only about $50,442 at 4% or $33,628 at 6%; with 50% employer match about $33,628 at 4% or $22,419 at 6%; with 100% employer match about $25,221 at 4% or $16,814 at 6%.
Potts PLLC, Steven T. 401(K) Plan-3$2,081,624$6,053$2,018iApproximate average salary by contribution assumption: employee only about $50,442 at 4% or $33,628 at 6%; with 50% employer match about $33,628 at 4% or $22,419 at 6%; with 100% employer match about $25,221 at 4% or $16,814 at 6%.
202213$1,675,730$9,572$3,191iApproximate average salary by contribution assumption: employee only about $79,767 at 4% or $53,178 at 6%; with 50% employer match about $53,178 at 4% or $35,452 at 6%; with 100% employer match about $39,883 at 4% or $26,589 at 6%.
Potts PLLC, Steven T. 401(K) Plan-3$1,675,730$9,572$3,191iApproximate average salary by contribution assumption: employee only about $79,767 at 4% or $53,178 at 6%; with 50% employer match about $53,178 at 4% or $35,452 at 6%; with 100% employer match about $39,883 at 4% or $26,589 at 6%.
202112$2,118,578$0-
Potts PLLC, Steven T. 401(K) Plan-2$2,118,578$0-
202012$1,777,850$6,335$3,168iApproximate average salary by contribution assumption: employee only about $79,188 at 4% or $52,792 at 6%; with 50% employer match about $52,792 at 4% or $35,194 at 6%; with 100% employer match about $39,594 at 4% or $26,396 at 6%.
Potts PLLC, Steven T. 401(K) Plan-2$1,777,850$6,335$3,168iApproximate average salary by contribution assumption: employee only about $79,188 at 4% or $52,792 at 6%; with 50% employer match about $52,792 at 4% or $35,194 at 6%; with 100% employer match about $39,594 at 4% or $26,396 at 6%.
201912$1,444,237$3,175$1,588iApproximate average salary by contribution assumption: employee only about $39,688 at 4% or $26,458 at 6%; with 50% employer match about $26,458 at 4% or $17,639 at 6%; with 100% employer match about $19,844 at 4% or $13,229 at 6%.
Potts PLLC, Steven T. 401(K) Plan-2$1,444,237$3,175$1,588iApproximate average salary by contribution assumption: employee only about $39,688 at 4% or $26,458 at 6%; with 50% employer match about $26,458 at 4% or $17,639 at 6%; with 100% employer match about $19,844 at 4% or $13,229 at 6%.
201813$1,462,647$5,404$1,801iApproximate average salary by contribution assumption: employee only about $45,033 at 4% or $30,022 at 6%; with 50% employer match about $30,022 at 4% or $20,015 at 6%; with 100% employer match about $22,517 at 4% or $15,011 at 6%.
Potts PLLC, Steven T. 401(K) Plan-3$1,462,647$5,404$1,801iApproximate average salary by contribution assumption: employee only about $45,033 at 4% or $30,022 at 6%; with 50% employer match about $30,022 at 4% or $20,015 at 6%; with 100% employer match about $22,517 at 4% or $15,011 at 6%.
201713$1,578,833$0-
Potts PLLC, Steven T. 401(K) Plan-3$1,578,833$0-
201613$1,339,786$14,111$4,704iApproximate average salary by contribution assumption: employee only about $117,592 at 4% or $78,394 at 6%; with 50% employer match about $78,394 at 4% or $52,263 at 6%; with 100% employer match about $58,796 at 4% or $39,197 at 6%.
Potts PLLC, Steven T. 401(K) Plan-3$1,339,786$14,111$4,704iApproximate average salary by contribution assumption: employee only about $117,592 at 4% or $78,394 at 6%; with 50% employer match about $78,394 at 4% or $52,263 at 6%; with 100% employer match about $58,796 at 4% or $39,197 at 6%.
201513$1,176,595$47,788$15,929iApproximate average salary by contribution assumption: employee only about $398,233 at 4% or $265,489 at 6%; with 50% employer match about $265,489 at 4% or $176,993 at 6%; with 100% employer match about $199,117 at 4% or $132,744 at 6%.
Potts PLLC, Steven T. 401(K) Plan-3$1,176,595$47,788$15,929iApproximate average salary by contribution assumption: employee only about $398,233 at 4% or $265,489 at 6%; with 50% employer match about $265,489 at 4% or $176,993 at 6%; with 100% employer match about $199,117 at 4% or $132,744 at 6%.
201413$1,135,226$43,000$14,333iApproximate average salary by contribution assumption: employee only about $358,333 at 4% or $238,889 at 6%; with 50% employer match about $238,889 at 4% or $159,259 at 6%; with 100% employer match about $179,167 at 4% or $119,444 at 6%.
Potts PLLC, Steven T. 401(K) Plan-3$1,135,226$43,000$14,333iApproximate average salary by contribution assumption: employee only about $358,333 at 4% or $238,889 at 6%; with 50% employer match about $238,889 at 4% or $159,259 at 6%; with 100% employer match about $179,167 at 4% or $119,444 at 6%.
201313$994,731$43,480$14,493iApproximate average salary by contribution assumption: employee only about $362,333 at 4% or $241,556 at 6%; with 50% employer match about $241,556 at 4% or $161,037 at 6%; with 100% employer match about $181,167 at 4% or $120,778 at 6%.
Potts PLLC, Steven T. 401(K) Plan-3$994,731$43,480$14,493iApproximate average salary by contribution assumption: employee only about $362,333 at 4% or $241,556 at 6%; with 50% employer match about $241,556 at 4% or $161,037 at 6%; with 100% employer match about $181,167 at 4% or $120,778 at 6%.
201214$740,946$38,823$9,706iApproximate average salary by contribution assumption: employee only about $242,644 at 4% or $161,763 at 6%; with 50% employer match about $161,763 at 4% or $107,842 at 6%; with 100% employer match about $121,322 at 4% or $80,881 at 6%.
Potts PLLC, Steven T. 401(K) Plan-4$740,946$38,823$9,706iApproximate average salary by contribution assumption: employee only about $242,644 at 4% or $161,763 at 6%; with 50% employer match about $161,763 at 4% or $107,842 at 6%; with 100% employer match about $121,322 at 4% or $80,881 at 6%.
201114$612,223$614,759$153,690iApproximate average salary by contribution assumption: employee only about $3,842,244 at 4% or $2,561,496 at 6%; with 50% employer match about $2,561,496 at 4% or $1,707,664 at 6%; with 100% employer match about $1,921,122 at 4% or $1,280,748 at 6%.
Potts PLLC, Steven T. 401(K) Plan-4$612,223$614,759$153,690iApproximate average salary by contribution assumption: employee only about $3,842,244 at 4% or $2,561,496 at 6%; with 50% employer match about $2,561,496 at 4% or $1,707,664 at 6%; with 100% employer match about $1,921,122 at 4% or $1,280,748 at 6%.
201012$6,130$6,130$3,065iApproximate average salary by contribution assumption: employee only about $76,625 at 4% or $51,083 at 6%; with 50% employer match about $51,083 at 4% or $34,056 at 6%; with 100% employer match about $38,313 at 4% or $25,542 at 6%.
Potts PLLC, Steven T. 401(K) Plan-2$6,130$6,130$3,065iApproximate average salary by contribution assumption: employee only about $76,625 at 4% or $51,083 at 6%; with 50% employer match about $51,083 at 4% or $34,056 at 6%; with 100% employer match about $38,313 at 4% or $25,542 at 6%.