Robin Potter & Associates PC.
Plan context: ROBIN POTTER & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN
EIN 30-0166462 • Chicago, IL • 28 filings • 5 plans
Current Snapshot
Latest Year
2020
2020 Participants
7
2020 Assets
$96,763
2020 Contributions
$150,337
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2020 | 1 | 0 | $0 | $0 | - |
| ROBIN POTTER & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN | - | 0 | $0 | - | - |
| 2019 | 2 | 7 | $96,763 | $150,337 | $21,477iApproximate average salary by contribution assumption: employee only about $536,918 at 4% or $357,945 at 6%; with 50% employer match about $357,945 at 4% or $238,630 at 6%; with 100% employer match about $268,459 at 4% or $178,973 at 6%. |
| ROBIN POTTER & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN | - | 7 | $96,763 | $12,337 | $1,762iApproximate average salary by contribution assumption: employee only about $44,061 at 4% or $29,374 at 6%; with 50% employer match about $29,374 at 4% or $19,583 at 6%; with 100% employer match about $22,030 at 4% or $14,687 at 6%. |
| Robin Potter & Associates PC. Defined Benefit Pension Plan | - | 0 | $0 | $138,000 | - |
| 2018 | 2 | 6 | $2,424,054 | $157,051 | $26,175iApproximate average salary by contribution assumption: employee only about $654,379 at 4% or $436,253 at 6%; with 50% employer match about $436,253 at 4% or $290,835 at 6%; with 100% employer match about $327,190 at 4% or $218,126 at 6%. |
| Robin Potter & Associates PC. Defined Benefit Pension Plan | - | 3 | $2,349,884 | $110,000 | $36,667iApproximate average salary by contribution assumption: employee only about $916,667 at 4% or $611,111 at 6%; with 50% employer match about $611,111 at 4% or $407,407 at 6%; with 100% employer match about $458,333 at 4% or $305,556 at 6%. |
| ROBIN POTTER & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN | - | 6 | $74,170 | $47,051 | $7,842iApproximate average salary by contribution assumption: employee only about $196,046 at 4% or $130,697 at 6%; with 50% employer match about $130,697 at 4% or $87,131 at 6%; with 100% employer match about $98,023 at 4% or $65,349 at 6%. |
| 2017 | 2 | 2 | $2,366,748 | $276,309 | $138,155iApproximate average salary by contribution assumption: employee only about $3,453,863 at 4% or $2,302,575 at 6%; with 50% employer match about $2,302,575 at 4% or $1,535,050 at 6%; with 100% employer match about $1,726,931 at 4% or $1,151,288 at 6%. |
| Robin Potter & Associates PC. Defined Benefit Pension Plan | - | 2 | $2,366,748 | $276,309 | $138,155iApproximate average salary by contribution assumption: employee only about $3,453,863 at 4% or $2,302,575 at 6%; with 50% employer match about $2,302,575 at 4% or $1,535,050 at 6%; with 100% employer match about $1,726,931 at 4% or $1,151,288 at 6%. |
| Robin Potter & Associates PC. Cross-Tested Profit Sharing Plan & Trust (Formerly Known as Potter & Schaffner PC Ct Ps Plan) | - | 0 | - | - | - |
| 2016 | 2 | 11 | $2,920,328 | $229,760 | $20,887iApproximate average salary by contribution assumption: employee only about $522,182 at 4% or $348,121 at 6%; with 50% employer match about $348,121 at 4% or $232,081 at 6%; with 100% employer match about $261,091 at 4% or $174,061 at 6%. |
| Robin Potter & Associates PC. Defined Benefit Pension Plan | - | 11 | $1,925,792 | $190,000 | $17,273iApproximate average salary by contribution assumption: employee only about $431,818 at 4% or $287,879 at 6%; with 50% employer match about $287,879 at 4% or $191,919 at 6%; with 100% employer match about $215,909 at 4% or $143,939 at 6%. |
| Robin Potter & Associates PC. Cross-Tested Profit Sharing Plan & Trust (Formerly Known as Potter & Schaffner PC Ct Ps Plan) | - | 0 | $994,536 | $39,760 | - |
| 2015 | 2 | 9 | $2,488,089 | $493,673 | $54,853iApproximate average salary by contribution assumption: employee only about $1,371,314 at 4% or $914,209 at 6%; with 50% employer match about $914,209 at 4% or $609,473 at 6%; with 100% employer match about $685,657 at 4% or $457,105 at 6%. |
| Robin Potter & Associates PC. Defined Benefit Pension Plan | - | 9 | $1,588,760 | $445,000 | $49,444iApproximate average salary by contribution assumption: employee only about $1,236,111 at 4% or $824,074 at 6%; with 50% employer match about $824,074 at 4% or $549,383 at 6%; with 100% employer match about $618,056 at 4% or $412,037 at 6%. |
| Robin Potter & Associates PC. Cross-Tested Profit Sharing Plan & Trust (Formerly Known as Potter & Schaffner PC Ct Ps Plan) | - | 5 | $899,329 | $48,673 | $9,735iApproximate average salary by contribution assumption: employee only about $243,365 at 4% or $162,243 at 6%; with 50% employer match about $162,243 at 4% or $108,162 at 6%; with 100% employer match about $121,683 at 4% or $81,122 at 6%. |
| 2014 | 2 | 9 | $1,972,674 | $226,563 | $25,174iApproximate average salary by contribution assumption: employee only about $629,342 at 4% or $419,561 at 6%; with 50% employer match about $419,561 at 4% or $279,707 at 6%; with 100% employer match about $314,671 at 4% or $209,781 at 6%. |
| Robin Potter & Associates PC. Defined Benefit Pension Plan | - | 9 | $1,173,894 | $200,000 | $22,222iApproximate average salary by contribution assumption: employee only about $555,556 at 4% or $370,370 at 6%; with 50% employer match about $370,370 at 4% or $246,914 at 6%; with 100% employer match about $277,778 at 4% or $185,185 at 6%. |
| Robin Potter & Associates PC. Cross-Tested Profit Sharing Plan & Trust (Formerly Known as Potter & Schaffner PC Ct Ps Plan) | - | 8 | $798,780 | $26,563 | $3,320iApproximate average salary by contribution assumption: employee only about $83,009 at 4% or $55,340 at 6%; with 50% employer match about $55,340 at 4% or $36,893 at 6%; with 100% employer match about $41,505 at 4% or $27,670 at 6%. |
| 2013 | 2 | 7 | $1,654,791 | $145,205 | $20,744iApproximate average salary by contribution assumption: employee only about $518,589 at 4% or $345,726 at 6%; with 50% employer match about $345,726 at 4% or $230,484 at 6%; with 100% employer match about $259,295 at 4% or $172,863 at 6%. |
| Robin Potter & Associates PC. Defined Benefit Pension Plan | - | 7 | $897,450 | $115,000 | $16,429iApproximate average salary by contribution assumption: employee only about $410,714 at 4% or $273,810 at 6%; with 50% employer match about $273,810 at 4% or $182,540 at 6%; with 100% employer match about $205,357 at 4% or $136,905 at 6%. |
| Robin Potter & Associates PC. Cross-Tested Profit Sharing Plan & Trust (Formerly Known as Potter & Schaffner PC Ct Ps Plan) | - | 5 | $757,341 | $30,205 | $6,041iApproximate average salary by contribution assumption: employee only about $151,025 at 4% or $100,683 at 6%; with 50% employer match about $100,683 at 4% or $67,122 at 6%; with 100% employer match about $75,513 at 4% or $50,342 at 6%. |
| 2012 | 2 | 6 | $1,298,086 | $265,235 | $44,206iApproximate average salary by contribution assumption: employee only about $1,105,146 at 4% or $736,764 at 6%; with 50% employer match about $736,764 at 4% or $491,176 at 6%; with 100% employer match about $552,573 at 4% or $368,382 at 6%. |
| Robin Potter & Associates PC. Defined Benefit Pension Plan | - | 6 | $686,646 | $250,000 | $41,667iApproximate average salary by contribution assumption: employee only about $1,041,667 at 4% or $694,444 at 6%; with 50% employer match about $694,444 at 4% or $462,963 at 6%; with 100% employer match about $520,833 at 4% or $347,222 at 6%. |
| Robin Potter & Associates PC. Cross-Tested Profit Sharing Plan & Trust (Formerly Known as Potter & Schaffner PC Ct Ps Plan) | - | 5 | $611,440 | $15,235 | $3,047iApproximate average salary by contribution assumption: employee only about $76,175 at 4% or $50,783 at 6%; with 50% employer match about $50,783 at 4% or $33,856 at 6%; with 100% employer match about $38,088 at 4% or $25,392 at 6%. |
| 2011 | 2 | 5 | $948,171 | $267,788 | $53,558iApproximate average salary by contribution assumption: employee only about $1,338,940 at 4% or $892,627 at 6%; with 50% employer match about $892,627 at 4% or $595,084 at 6%; with 100% employer match about $669,470 at 4% or $446,313 at 6%. |
| Robin Potter & Associates PC. Cross-Tested Profit Sharing Plan & Trust (Formerly Known as Potter & Schaffner PC Ct Ps Plan) | - | 5 | $539,835 | $28,788 | $5,758iApproximate average salary by contribution assumption: employee only about $143,940 at 4% or $95,960 at 6%; with 50% employer match about $95,960 at 4% or $63,973 at 6%; with 100% employer match about $71,970 at 4% or $47,980 at 6%. |
| Robin Potter & Associates PC. Defined Benefit Pension Plan | - | 5 | $408,336 | $239,000 | $47,800iApproximate average salary by contribution assumption: employee only about $1,195,000 at 4% or $796,667 at 6%; with 50% employer match about $796,667 at 4% or $531,111 at 6%; with 100% employer match about $597,500 at 4% or $398,333 at 6%. |
| 2010 | 2 | 5 | $670,162 | $203,518 | $40,704iApproximate average salary by contribution assumption: employee only about $1,017,590 at 4% or $678,393 at 6%; with 50% employer match about $678,393 at 4% or $452,262 at 6%; with 100% employer match about $508,795 at 4% or $339,197 at 6%. |
| Robin Potter & Associates PC. Cross-Tested Profit Sharing Plan & Trust (Formerly Known as Potter & Schaffner PC Ct Ps Plan) | - | 5 | $494,162 | $27,518 | $5,504iApproximate average salary by contribution assumption: employee only about $137,590 at 4% or $91,727 at 6%; with 50% employer match about $91,727 at 4% or $61,151 at 6%; with 100% employer match about $68,795 at 4% or $45,863 at 6%. |
| Robin Potter & Associates PC. Defined Benefit Pension Plan | - | 5 | $176,000 | $176,000 | $35,200iApproximate average salary by contribution assumption: employee only about $880,000 at 4% or $586,667 at 6%; with 50% employer match about $586,667 at 4% or $391,111 at 6%; with 100% employer match about $440,000 at 4% or $293,333 at 6%. |
| 2009 | 1 | 3 | $394,282 | $0 | - |
| Robin Potter & Associates PC. Cross-Tested Profit Sharing Plan & Trust (Formerly Known as Potter & Schaffner PC Ct Ps Plan) | - | 3 | $394,282 | - | - |
| 2008 | 1 | 3 | $320,142 | $0 | - |
| Robin Potter & Associates PC. Cross-Tested Profit Sharing Plan & Trust (Formerly Known as Potter & Schaffner PC Ct Ps Plan) | - | 3 | $320,142 | - | - |
| 2007 | 1 | 3 | $422,391 | $17,724 | $5,908iApproximate average salary by contribution assumption: employee only about $147,700 at 4% or $98,467 at 6%; with 50% employer match about $98,467 at 4% or $65,644 at 6%; with 100% employer match about $73,850 at 4% or $49,233 at 6%. |
| Robin Potter & Associates PC. Cross-Tested Profit Sharing Plan & Trust (Formerly Known as Potter & Schaffner PC Ct Ps Plan) | - | 3 | $422,391 | $17,724 | $5,908iApproximate average salary by contribution assumption: employee only about $147,700 at 4% or $98,467 at 6%; with 50% employer match about $98,467 at 4% or $65,644 at 6%; with 100% employer match about $73,850 at 4% or $49,233 at 6%. |
| 2006 | 1 | 3 | $366,434 | $45,976 | $15,325iApproximate average salary by contribution assumption: employee only about $383,133 at 4% or $255,422 at 6%; with 50% employer match about $255,422 at 4% or $170,281 at 6%; with 100% employer match about $191,567 at 4% or $127,711 at 6%. |
| Robin Potter & Associates PC. Cross-Tested Profit Sharing Plan & Trust (Formerly Known as Potter & Schaffner PC Ct Ps Plan) | - | 3 | $366,434 | $45,976 | $15,325iApproximate average salary by contribution assumption: employee only about $383,133 at 4% or $255,422 at 6%; with 50% employer match about $255,422 at 4% or $170,281 at 6%; with 100% employer match about $191,567 at 4% or $127,711 at 6%. |
| 2005 | 1 | 1 | $343,595 | $47,666 | $47,666iApproximate average salary by contribution assumption: employee only about $1,191,650 at 4% or $794,433 at 6%; with 50% employer match about $794,433 at 4% or $529,622 at 6%; with 100% employer match about $595,825 at 4% or $397,217 at 6%. |
| Robin Potter & Associates PC. Cross-Tested Profit Sharing Plan & Trust (Formerly Known as Potter & Schaffner PC Ct Ps Plan) | - | 1 | $343,595 | $47,666 | $47,666iApproximate average salary by contribution assumption: employee only about $1,191,650 at 4% or $794,433 at 6%; with 50% employer match about $794,433 at 4% or $529,622 at 6%; with 100% employer match about $595,825 at 4% or $397,217 at 6%. |
| 2004 | 1 | 2 | $284,448 | $46,298 | $23,149iApproximate average salary by contribution assumption: employee only about $578,725 at 4% or $385,817 at 6%; with 50% employer match about $385,817 at 4% or $257,211 at 6%; with 100% employer match about $289,363 at 4% or $192,908 at 6%. |
| Robin Potter & Associates PC. Cross-Tested Profit Sharing Plan & Trust (Formerly Known as Potter & Schaffner PC Ct Ps Plan) | - | 2 | $284,448 | $46,298 | $23,149iApproximate average salary by contribution assumption: employee only about $578,725 at 4% or $385,817 at 6%; with 50% employer match about $385,817 at 4% or $257,211 at 6%; with 100% employer match about $289,363 at 4% or $192,908 at 6%. |
| 2003 | 1 | 3 | $238,912 | $232,389 | $77,463iApproximate average salary by contribution assumption: employee only about $1,936,575 at 4% or $1,291,050 at 6%; with 50% employer match about $1,291,050 at 4% or $860,700 at 6%; with 100% employer match about $968,288 at 4% or $645,525 at 6%. |
| Robin Potter & Associates PC. Cross-Tested Profit Sharing Plan & Trust (Formerly Known as Potter & Schaffner PC Ct Ps Plan) | - | 3 | $238,912 | $232,389 | $77,463iApproximate average salary by contribution assumption: employee only about $1,936,575 at 4% or $1,291,050 at 6%; with 50% employer match about $1,291,050 at 4% or $860,700 at 6%; with 100% employer match about $968,288 at 4% or $645,525 at 6%. |