Civic Intelligence

Patrick Potter

Plan context: Potter Insurance Agency Profit Sharing Plan

EIN 31-1156830 • Big Stone Gap, VA • 12 filings • 3 plans

PO Drawer 220Big Stone Gap, VA 24219
Current Snapshot

Latest Year

2015

2015 Participants

5

2015 Assets

$49,452

2015 Contributions

$5,000

Historical Graphs

Total Assets Over Time

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

$72,638$36,319$0199920092014YearValue
$49,452Latest year 2014

Participants Over Time

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

530199920092014YearValue
5Latest year 2014

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
201510$0$0-
Potter Insurance Agency Profit Sharing Plan-0$0--
201415$49,452$0-
Potter Insurance Agency Profit Sharing Plan-5$49,452$0-
201315$46,486$0-
Potter Insurance Agency Profit Sharing Plan-5$46,486--
201215$36,599$0-
Potter Insurance Agency Profit Sharing Plan-5$36,599--
201115$31,486$0-
Potter Insurance Agency Profit Sharing Plan-5$31,486$0-
201015$72,638$5,000$1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%.
Potter Insurance Agency Profit Sharing Plan-5$72,638$5,000$1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%.
200915$59,252$5,000$1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%.
Potter Insurance Agency Profit Sharing Plan-5$59,252$5,000$1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%.
200313$26,282$0-
Potter Insurance Agency Profit Sharing Plan-3$26,282--
200212$20,679$0-
Potter Insurance Agency Profit Sharing Plan-2$20,679--
200112$26,392$2,452$1,226iApproximate average salary by contribution assumption: employee only about $30,650 at 4% or $20,433 at 6%; with 50% employer match about $20,433 at 4% or $13,622 at 6%; with 100% employer match about $15,325 at 4% or $10,217 at 6%.
Potter Insurance Agency Profit Sharing Plan-2$26,392$2,452$1,226iApproximate average salary by contribution assumption: employee only about $30,650 at 4% or $20,433 at 6%; with 50% employer match about $20,433 at 4% or $13,622 at 6%; with 100% employer match about $15,325 at 4% or $10,217 at 6%.
200012$28,221$1,980$990iApproximate average salary by contribution assumption: employee only about $24,750 at 4% or $16,500 at 6%; with 50% employer match about $16,500 at 4% or $11,000 at 6%; with 100% employer match about $12,375 at 4% or $8,250 at 6%.
Potter Insurance Agency Profit Sharing Plan-2$28,221$1,980$990iApproximate average salary by contribution assumption: employee only about $24,750 at 4% or $16,500 at 6%; with 50% employer match about $16,500 at 4% or $11,000 at 6%; with 100% employer match about $12,375 at 4% or $8,250 at 6%.
199912$30,532$1,980$990iApproximate average salary by contribution assumption: employee only about $24,750 at 4% or $16,500 at 6%; with 50% employer match about $16,500 at 4% or $11,000 at 6%; with 100% employer match about $12,375 at 4% or $8,250 at 6%.
Potter Insurance Agency Profit Sharing Plan-2$30,532$1,980$990iApproximate average salary by contribution assumption: employee only about $24,750 at 4% or $16,500 at 6%; with 50% employer match about $16,500 at 4% or $11,000 at 6%; with 100% employer match about $12,375 at 4% or $8,250 at 6%.