Civic Intelligence

Mills, Potoczak & Co.

Plan context: Mills, Potoczak, & Co. 401K Plan

EIN 34-1664751 • Cleveland, OH • 25 filings • 3 plans

27600 Chagrin Blvd., Suite 200Cleveland, OH 44122-4421
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$765,458

2024 Contributions

$74,408

Historical Graphs

Total Assets Over Time

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

$2,280,896$1,140,448$0199920132024YearValue
$765,458Latest year 2024

Participants Over Time

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

1470200120132024YearValue
7Latest 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
202417$765,458$74,408$10,630iApproximate average salary by contribution assumption: employee only about $265,743 at 4% or $177,162 at 6%; with 50% employer match about $177,162 at 4% or $118,108 at 6%; with 100% employer match about $132,871 at 4% or $88,581 at 6%.
Mills, Potoczak, & Co. 401K Plan-7$765,458$74,408$10,630iApproximate average salary by contribution assumption: employee only about $265,743 at 4% or $177,162 at 6%; with 50% employer match about $177,162 at 4% or $118,108 at 6%; with 100% employer match about $132,871 at 4% or $88,581 at 6%.
2023112$2,226,764$143,042$11,920iApproximate average salary by contribution assumption: employee only about $298,004 at 4% or $198,669 at 6%; with 50% employer match about $198,669 at 4% or $132,446 at 6%; with 100% employer match about $149,002 at 4% or $99,335 at 6%.
Mills, Potoczak, & Co. 401K Plan-12$2,226,764$143,042$11,920iApproximate average salary by contribution assumption: employee only about $298,004 at 4% or $198,669 at 6%; with 50% employer match about $198,669 at 4% or $132,446 at 6%; with 100% employer match about $149,002 at 4% or $99,335 at 6%.
2022111$1,948,005$129,822$11,802iApproximate average salary by contribution assumption: employee only about $295,050 at 4% or $196,700 at 6%; with 50% employer match about $196,700 at 4% or $131,133 at 6%; with 100% employer match about $147,525 at 4% or $98,350 at 6%.
Mills, Potoczak, & Co. 401K Plan-11$1,948,005$129,822$11,802iApproximate average salary by contribution assumption: employee only about $295,050 at 4% or $196,700 at 6%; with 50% employer match about $196,700 at 4% or $131,133 at 6%; with 100% employer match about $147,525 at 4% or $98,350 at 6%.
2021113$2,275,859$127,489$9,807iApproximate average salary by contribution assumption: employee only about $245,171 at 4% or $163,447 at 6%; with 50% employer match about $163,447 at 4% or $108,965 at 6%; with 100% employer match about $122,586 at 4% or $81,724 at 6%.
Mills, Potoczak, & Co. 401K Plan-13$2,275,859$127,489$9,807iApproximate average salary by contribution assumption: employee only about $245,171 at 4% or $163,447 at 6%; with 50% employer match about $163,447 at 4% or $108,965 at 6%; with 100% employer match about $122,586 at 4% or $81,724 at 6%.
2020113$2,280,896$113,025$8,694iApproximate average salary by contribution assumption: employee only about $217,356 at 4% or $144,904 at 6%; with 50% employer match about $144,904 at 4% or $96,603 at 6%; with 100% employer match about $108,678 at 4% or $72,452 at 6%.
Mills, Potoczak, & Co. 401K Plan-13$2,280,896$113,025$8,694iApproximate average salary by contribution assumption: employee only about $217,356 at 4% or $144,904 at 6%; with 50% employer match about $144,904 at 4% or $96,603 at 6%; with 100% employer match about $108,678 at 4% or $72,452 at 6%.
2019113$2,030,666$109,176$8,398iApproximate average salary by contribution assumption: employee only about $209,954 at 4% or $139,969 at 6%; with 50% employer match about $139,969 at 4% or $93,313 at 6%; with 100% employer match about $104,977 at 4% or $69,985 at 6%.
Mills, Potoczak, & Co. 401K Plan-13$2,030,666$109,176$8,398iApproximate average salary by contribution assumption: employee only about $209,954 at 4% or $139,969 at 6%; with 50% employer match about $139,969 at 4% or $93,313 at 6%; with 100% employer match about $104,977 at 4% or $69,985 at 6%.
2018114$1,592,361$103,073$7,362iApproximate average salary by contribution assumption: employee only about $184,059 at 4% or $122,706 at 6%; with 50% employer match about $122,706 at 4% or $81,804 at 6%; with 100% employer match about $92,029 at 4% or $61,353 at 6%.
Mills, Potoczak, & Co. 401K Plan-14$1,592,361$103,073$7,362iApproximate average salary by contribution assumption: employee only about $184,059 at 4% or $122,706 at 6%; with 50% employer match about $122,706 at 4% or $81,804 at 6%; with 100% employer match about $92,029 at 4% or $61,353 at 6%.
2017114$1,772,354$99,136$7,081iApproximate average salary by contribution assumption: employee only about $177,029 at 4% or $118,019 at 6%; with 50% employer match about $118,019 at 4% or $78,679 at 6%; with 100% employer match about $88,514 at 4% or $59,010 at 6%.
Mills, Potoczak, & Co. 401K Plan-14$1,772,354$99,136$7,081iApproximate average salary by contribution assumption: employee only about $177,029 at 4% or $118,019 at 6%; with 50% employer match about $118,019 at 4% or $78,679 at 6%; with 100% employer match about $88,514 at 4% or $59,010 at 6%.
2016114$1,423,068$90,493$6,464iApproximate average salary by contribution assumption: employee only about $161,595 at 4% or $107,730 at 6%; with 50% employer match about $107,730 at 4% or $71,820 at 6%; with 100% employer match about $80,797 at 4% or $53,865 at 6%.
Mills, Potoczak, & Co. 401K Plan-14$1,423,068$90,493$6,464iApproximate average salary by contribution assumption: employee only about $161,595 at 4% or $107,730 at 6%; with 50% employer match about $107,730 at 4% or $71,820 at 6%; with 100% employer match about $80,797 at 4% or $53,865 at 6%.
2015113$1,273,372$89,199$6,861iApproximate average salary by contribution assumption: employee only about $171,537 at 4% or $114,358 at 6%; with 50% employer match about $114,358 at 4% or $76,238 at 6%; with 100% employer match about $85,768 at 4% or $57,179 at 6%.
Mills, Potoczak, & Co. 401K Plan-13$1,273,372$89,199$6,861iApproximate average salary by contribution assumption: employee only about $171,537 at 4% or $114,358 at 6%; with 50% employer match about $114,358 at 4% or $76,238 at 6%; with 100% employer match about $85,768 at 4% or $57,179 at 6%.
2014113$1,193,184$82,288$6,330iApproximate average salary by contribution assumption: employee only about $158,246 at 4% or $105,497 at 6%; with 50% employer match about $105,497 at 4% or $70,332 at 6%; with 100% employer match about $79,123 at 4% or $52,749 at 6%.
Mills, Potoczak, & Co. 401K Plan-13$1,193,184$82,288$6,330iApproximate average salary by contribution assumption: employee only about $158,246 at 4% or $105,497 at 6%; with 50% employer match about $105,497 at 4% or $70,332 at 6%; with 100% employer match about $79,123 at 4% or $52,749 at 6%.
2013112$1,044,138$79,625$6,635iApproximate average salary by contribution assumption: employee only about $165,885 at 4% or $110,590 at 6%; with 50% employer match about $110,590 at 4% or $73,727 at 6%; with 100% employer match about $82,943 at 4% or $55,295 at 6%.
Mills, Potoczak, & Co. 401K Plan-12$1,044,138$79,625$6,635iApproximate average salary by contribution assumption: employee only about $165,885 at 4% or $110,590 at 6%; with 50% employer match about $110,590 at 4% or $73,727 at 6%; with 100% employer match about $82,943 at 4% or $55,295 at 6%.
2012110$784,346$76,879$7,688iApproximate average salary by contribution assumption: employee only about $192,198 at 4% or $128,132 at 6%; with 50% employer match about $128,132 at 4% or $85,421 at 6%; with 100% employer match about $96,099 at 4% or $64,066 at 6%.
Mills, Potoczak, & Co. 401K Plan-10$784,346$76,879$7,688iApproximate average salary by contribution assumption: employee only about $192,198 at 4% or $128,132 at 6%; with 50% employer match about $128,132 at 4% or $85,421 at 6%; with 100% employer match about $96,099 at 4% or $64,066 at 6%.
2011114$648,031$107,449$7,675iApproximate average salary by contribution assumption: employee only about $191,873 at 4% or $127,915 at 6%; with 50% employer match about $127,915 at 4% or $85,277 at 6%; with 100% employer match about $95,937 at 4% or $63,958 at 6%.
Mills, Potoczak, & Co. 401K Plan-14$648,031$107,449$7,675iApproximate average salary by contribution assumption: employee only about $191,873 at 4% or $127,915 at 6%; with 50% employer match about $127,915 at 4% or $85,277 at 6%; with 100% employer match about $95,937 at 4% or $63,958 at 6%.
2010113$557,670$73,339$5,641iApproximate average salary by contribution assumption: employee only about $141,037 at 4% or $94,024 at 6%; with 50% employer match about $94,024 at 4% or $62,683 at 6%; with 100% employer match about $70,518 at 4% or $47,012 at 6%.
Mills, Potoczak, & Co. 401K Plan-13$557,670$73,339$5,641iApproximate average salary by contribution assumption: employee only about $141,037 at 4% or $94,024 at 6%; with 50% employer match about $94,024 at 4% or $62,683 at 6%; with 100% employer match about $70,518 at 4% or $47,012 at 6%.
2009113$434,859$72,098$5,546iApproximate average salary by contribution assumption: employee only about $138,650 at 4% or $92,433 at 6%; with 50% employer match about $92,433 at 4% or $61,622 at 6%; with 100% employer match about $69,325 at 4% or $46,217 at 6%.
Mills, Potoczak, & Co. 401K Plan-13$434,859$72,098$5,546iApproximate average salary by contribution assumption: employee only about $138,650 at 4% or $92,433 at 6%; with 50% employer match about $92,433 at 4% or $61,622 at 6%; with 100% employer match about $69,325 at 4% or $46,217 at 6%.
2008114$287,835$81,066$5,790iApproximate average salary by contribution assumption: employee only about $144,761 at 4% or $96,507 at 6%; with 50% employer match about $96,507 at 4% or $64,338 at 6%; with 100% employer match about $72,380 at 4% or $48,254 at 6%.
Mills, Potoczak, & Co. 401K Plan-14$287,835$81,066$5,790iApproximate average salary by contribution assumption: employee only about $144,761 at 4% or $96,507 at 6%; with 50% employer match about $96,507 at 4% or $64,338 at 6%; with 100% employer match about $72,380 at 4% or $48,254 at 6%.
2007114$0$0-
Mills, Potoczak, & Co. 401K Plan-14---
2006111$264,698$54,463$4,951iApproximate average salary by contribution assumption: employee only about $123,780 at 4% or $82,520 at 6%; with 50% employer match about $82,520 at 4% or $55,013 at 6%; with 100% employer match about $61,890 at 4% or $41,260 at 6%.
Mills, Potoczak, & Co. 401K Plan-11$264,698$54,463$4,951iApproximate average salary by contribution assumption: employee only about $123,780 at 4% or $82,520 at 6%; with 50% employer match about $82,520 at 4% or $55,013 at 6%; with 100% employer match about $61,890 at 4% or $41,260 at 6%.
2005110$192,546$28,614$2,861iApproximate average salary by contribution assumption: employee only about $71,535 at 4% or $47,690 at 6%; with 50% employer match about $47,690 at 4% or $31,793 at 6%; with 100% employer match about $35,768 at 4% or $23,845 at 6%.
Mills, Potoczak, & Co. 401K Plan-10$192,546$28,614$2,861iApproximate average salary by contribution assumption: employee only about $71,535 at 4% or $47,690 at 6%; with 50% employer match about $47,690 at 4% or $31,793 at 6%; with 100% employer match about $35,768 at 4% or $23,845 at 6%.
200418$161,257$33,443$4,180iApproximate average salary by contribution assumption: employee only about $104,509 at 4% or $69,673 at 6%; with 50% employer match about $69,673 at 4% or $46,449 at 6%; with 100% employer match about $52,255 at 4% or $34,836 at 6%.
Mills, Potoczak, & Co. 401K Plan-8$161,257$33,443$4,180iApproximate average salary by contribution assumption: employee only about $104,509 at 4% or $69,673 at 6%; with 50% employer match about $69,673 at 4% or $46,449 at 6%; with 100% employer match about $52,255 at 4% or $34,836 at 6%.
2003111$139,241$25,184$2,289iApproximate average salary by contribution assumption: employee only about $57,236 at 4% or $38,158 at 6%; with 50% employer match about $38,158 at 4% or $25,438 at 6%; with 100% employer match about $28,618 at 4% or $19,079 at 6%.
Mills, Potoczak, & Co. 401K Plan-11$139,241$25,184$2,289iApproximate average salary by contribution assumption: employee only about $57,236 at 4% or $38,158 at 6%; with 50% employer match about $38,158 at 4% or $25,438 at 6%; with 100% employer match about $28,618 at 4% or $19,079 at 6%.
200214$119,181$26,360$6,590iApproximate average salary by contribution assumption: employee only about $164,750 at 4% or $109,833 at 6%; with 50% employer match about $109,833 at 4% or $73,222 at 6%; with 100% employer match about $82,375 at 4% or $54,917 at 6%.
Mills, Potoczak, & Co. 401K Plan-4$119,181$26,360$6,590iApproximate average salary by contribution assumption: employee only about $164,750 at 4% or $109,833 at 6%; with 50% employer match about $109,833 at 4% or $73,222 at 6%; with 100% employer match about $82,375 at 4% or $54,917 at 6%.
200115$112,852$30,992$6,198iApproximate average salary by contribution assumption: employee only about $154,960 at 4% or $103,307 at 6%; with 50% employer match about $103,307 at 4% or $68,871 at 6%; with 100% employer match about $77,480 at 4% or $51,653 at 6%.
Mills, Potoczak, & Co. 401K Plan-5$112,852$30,992$6,198iApproximate average salary by contribution assumption: employee only about $154,960 at 4% or $103,307 at 6%; with 50% employer match about $103,307 at 4% or $68,871 at 6%; with 100% employer match about $77,480 at 4% or $51,653 at 6%.
199910$58,898$20,554-
Mills, Potoczak, & Co. 401K Plan-0$58,898$20,554-