David P Potts Dds Ltd
Plan context: David P Potts Dds Ltd Profit Sharing Plan
EIN 36-2877910 • Libertyville, IL • 43 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
9
2024 Assets
$1,757,049
2024 Contributions
$45,913
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 9 | $1,757,049 | $45,913 | $5,101iApproximate average salary by contribution assumption: employee only about $127,536 at 4% or $85,024 at 6%; with 50% employer match about $85,024 at 4% or $56,683 at 6%; with 100% employer match about $63,768 at 4% or $42,512 at 6%. |
| David P Potts Dds Ltd Profit Sharing Plan | - | 9 | $1,757,049 | $45,913 | $5,101iApproximate average salary by contribution assumption: employee only about $127,536 at 4% or $85,024 at 6%; with 50% employer match about $85,024 at 4% or $56,683 at 6%; with 100% employer match about $63,768 at 4% or $42,512 at 6%. |
| 2023 | 1 | 11 | $1,641,441 | $30,111 | $2,737iApproximate average salary by contribution assumption: employee only about $68,434 at 4% or $45,623 at 6%; with 50% employer match about $45,623 at 4% or $30,415 at 6%; with 100% employer match about $34,217 at 4% or $22,811 at 6%. |
| David P Potts Dds Ltd Profit Sharing Plan | - | 11 | $1,641,441 | $30,111 | $2,737iApproximate average salary by contribution assumption: employee only about $68,434 at 4% or $45,623 at 6%; with 50% employer match about $45,623 at 4% or $30,415 at 6%; with 100% employer match about $34,217 at 4% or $22,811 at 6%. |
| 2022 | 1 | 9 | $1,486,885 | $22,207 | $2,467iApproximate average salary by contribution assumption: employee only about $61,686 at 4% or $41,124 at 6%; with 50% employer match about $41,124 at 4% or $27,416 at 6%; with 100% employer match about $30,843 at 4% or $20,562 at 6%. |
| David P Potts Dds Ltd Profit Sharing Plan | - | 9 | $1,486,885 | $22,207 | $2,467iApproximate average salary by contribution assumption: employee only about $61,686 at 4% or $41,124 at 6%; with 50% employer match about $41,124 at 4% or $27,416 at 6%; with 100% employer match about $30,843 at 4% or $20,562 at 6%. |
| 2021 | 1 | 7 | $1,873,959 | $2,557 | $365iApproximate average salary by contribution assumption: employee only about $9,132 at 4% or $6,088 at 6%; with 50% employer match about $6,088 at 4% or $4,059 at 6%; with 100% employer match about $4,566 at 4% or $3,044 at 6%. |
| David P Potts Dds Ltd Profit Sharing Plan | - | 7 | $1,873,959 | $2,557 | $365iApproximate average salary by contribution assumption: employee only about $9,132 at 4% or $6,088 at 6%; with 50% employer match about $6,088 at 4% or $4,059 at 6%; with 100% employer match about $4,566 at 4% or $3,044 at 6%. |
| 2020 | 2 | 7 | $1,782,740 | $1,231 | $176iApproximate average salary by contribution assumption: employee only about $4,396 at 4% or $2,931 at 6%; with 50% employer match about $2,931 at 4% or $1,954 at 6%; with 100% employer match about $2,198 at 4% or $1,465 at 6%. |
| David P Potts Dds Ltd Profit Sharing Plan | - | 7 | $1,782,740 | $1,231 | $176iApproximate average salary by contribution assumption: employee only about $4,396 at 4% or $2,931 at 6%; with 50% employer match about $2,931 at 4% or $1,954 at 6%; with 100% employer match about $2,198 at 4% or $1,465 at 6%. |
| David P. Potts, Dds Ltd Defined Benefit Pension Plan & Trust | - | 0 | $0 | $0 | - |
| 2019 | 2 | 7 | $2,086,848 | $440 | $63iApproximate average salary by contribution assumption: employee only about $1,571 at 4% or $1,048 at 6%; with 50% employer match about $1,048 at 4% or $698 at 6%; with 100% employer match about $786 at 4% or $524 at 6%. |
| David P Potts Dds Ltd Profit Sharing Plan | - | 7 | $1,636,326 | $440 | $63iApproximate average salary by contribution assumption: employee only about $1,571 at 4% or $1,048 at 6%; with 50% employer match about $1,048 at 4% or $698 at 6%; with 100% employer match about $786 at 4% or $524 at 6%. |
| David P. Potts, Dds Ltd Defined Benefit Pension Plan & Trust | - | 6 | $450,522 | $0 | - |
| 2018 | 2 | 7 | $2,157,579 | $16,348 | $2,335iApproximate average salary by contribution assumption: employee only about $58,386 at 4% or $38,924 at 6%; with 50% employer match about $38,924 at 4% or $25,949 at 6%; with 100% employer match about $29,193 at 4% or $19,462 at 6%. |
| David P Potts Dds Ltd Profit Sharing Plan | - | 7 | $1,691,095 | $720 | $103iApproximate average salary by contribution assumption: employee only about $2,571 at 4% or $1,714 at 6%; with 50% employer match about $1,714 at 4% or $1,143 at 6%; with 100% employer match about $1,286 at 4% or $857 at 6%. |
| David P. Potts, Dds Ltd Defined Benefit Pension Plan & Trust | - | 6 | $466,484 | $15,628 | $2,605iApproximate average salary by contribution assumption: employee only about $65,117 at 4% or $43,411 at 6%; with 50% employer match about $43,411 at 4% or $28,941 at 6%; with 100% employer match about $32,558 at 4% or $21,706 at 6%. |
| 2017 | 2 | 8 | $2,702,076 | $15,321 | $1,915iApproximate average salary by contribution assumption: employee only about $47,878 at 4% or $31,919 at 6%; with 50% employer match about $31,919 at 4% or $21,279 at 6%; with 100% employer match about $23,939 at 4% or $15,959 at 6%. |
| David P Potts Dds Ltd Profit Sharing Plan | - | 8 | $2,178,220 | $1,180 | $148iApproximate average salary by contribution assumption: employee only about $3,688 at 4% or $2,458 at 6%; with 50% employer match about $2,458 at 4% or $1,639 at 6%; with 100% employer match about $1,844 at 4% or $1,229 at 6%. |
| David P. Potts, Dds Ltd Defined Benefit Pension Plan & Trust | - | 6 | $523,856 | $14,141 | $2,357iApproximate average salary by contribution assumption: employee only about $58,921 at 4% or $39,281 at 6%; with 50% employer match about $39,281 at 4% or $26,187 at 6%; with 100% employer match about $29,460 at 4% or $19,640 at 6%. |
| 2016 | 2 | 8 | $2,791,883 | $11,132 | $1,392iApproximate average salary by contribution assumption: employee only about $34,788 at 4% or $23,192 at 6%; with 50% employer match about $23,192 at 4% or $15,461 at 6%; with 100% employer match about $17,394 at 4% or $11,596 at 6%. |
| David P Potts Dds Ltd Profit Sharing Plan | - | 8 | $2,248,270 | $1,220 | $153iApproximate average salary by contribution assumption: employee only about $3,813 at 4% or $2,542 at 6%; with 50% employer match about $2,542 at 4% or $1,694 at 6%; with 100% employer match about $1,906 at 4% or $1,271 at 6%. |
| David P. Potts, Dds Ltd Defined Benefit Pension Plan & Trust | - | 7 | $543,613 | $9,912 | $1,416iApproximate average salary by contribution assumption: employee only about $35,400 at 4% or $23,600 at 6%; with 50% employer match about $23,600 at 4% or $15,733 at 6%; with 100% employer match about $17,700 at 4% or $11,800 at 6%. |
| 2015 | 2 | 8 | $2,726,631 | $1,340 | $168iApproximate average salary by contribution assumption: employee only about $4,188 at 4% or $2,792 at 6%; with 50% employer match about $2,792 at 4% or $1,861 at 6%; with 100% employer match about $2,094 at 4% or $1,396 at 6%. |
| David P Potts Dds Ltd Profit Sharing Plan | - | 8 | $2,199,755 | $1,340 | $168iApproximate average salary by contribution assumption: employee only about $4,188 at 4% or $2,792 at 6%; with 50% employer match about $2,792 at 4% or $1,861 at 6%; with 100% employer match about $2,094 at 4% or $1,396 at 6%. |
| David P. Potts, Dds Ltd Defined Benefit Pension Plan & Trust | - | 6 | $526,876 | - | - |
| 2014 | 2 | 8 | $2,902,890 | $26,440 | $3,305iApproximate average salary by contribution assumption: employee only about $82,625 at 4% or $55,083 at 6%; with 50% employer match about $55,083 at 4% or $36,722 at 6%; with 100% employer match about $41,313 at 4% or $27,542 at 6%. |
| David P Potts Dds Ltd Profit Sharing Plan | - | 8 | $2,349,278 | $1,440 | $180iApproximate average salary by contribution assumption: employee only about $4,500 at 4% or $3,000 at 6%; with 50% employer match about $3,000 at 4% or $2,000 at 6%; with 100% employer match about $2,250 at 4% or $1,500 at 6%. |
| David P. Potts, Dds Ltd Defined Benefit Pension Plan & Trust | - | 6 | $553,612 | $25,000 | $4,167iApproximate average salary by contribution assumption: employee only about $104,167 at 4% or $69,444 at 6%; with 50% employer match about $69,444 at 4% or $46,296 at 6%; with 100% employer match about $52,083 at 4% or $34,722 at 6%. |
| 2013 | 2 | 7 | $2,942,994 | $66,360 | $9,480iApproximate average salary by contribution assumption: employee only about $237,000 at 4% or $158,000 at 6%; with 50% employer match about $158,000 at 4% or $105,333 at 6%; with 100% employer match about $118,500 at 4% or $79,000 at 6%. |
| David P Potts Dds Ltd Profit Sharing Plan | - | 7 | $2,412,897 | $1,360 | $194iApproximate average salary by contribution assumption: employee only about $4,857 at 4% or $3,238 at 6%; with 50% employer match about $3,238 at 4% or $2,159 at 6%; with 100% employer match about $2,429 at 4% or $1,619 at 6%. |
| David P. Potts, Dds Ltd Defined Benefit Pension Plan & Trust | - | 4 | $530,097 | $65,000 | $16,250iApproximate average salary by contribution assumption: employee only about $406,250 at 4% or $270,833 at 6%; with 50% employer match about $270,833 at 4% or $180,556 at 6%; with 100% employer match about $203,125 at 4% or $135,417 at 6%. |
| 2012 | 2 | 8 | $2,803,897 | $75,440 | $9,430iApproximate average salary by contribution assumption: employee only about $235,750 at 4% or $157,167 at 6%; with 50% employer match about $157,167 at 4% or $104,778 at 6%; with 100% employer match about $117,875 at 4% or $78,583 at 6%. |
| David P Potts Dds Ltd Profit Sharing Plan | - | 8 | $2,331,883 | $1,440 | $180iApproximate average salary by contribution assumption: employee only about $4,500 at 4% or $3,000 at 6%; with 50% employer match about $3,000 at 4% or $2,000 at 6%; with 100% employer match about $2,250 at 4% or $1,500 at 6%. |
| David P. Potts, Dds Ltd Defined Benefit Pension Plan & Trust | - | 5 | $472,014 | $74,000 | $14,800iApproximate average salary by contribution assumption: employee only about $370,000 at 4% or $246,667 at 6%; with 50% employer match about $246,667 at 4% or $164,444 at 6%; with 100% employer match about $185,000 at 4% or $123,333 at 6%. |
| 2011 | 2 | 8 | $2,541,660 | $26,640 | $3,330iApproximate average salary by contribution assumption: employee only about $83,250 at 4% or $55,500 at 6%; with 50% employer match about $55,500 at 4% or $37,000 at 6%; with 100% employer match about $41,625 at 4% or $27,750 at 6%. |
| David P Potts Dds Ltd Profit Sharing Plan | - | 8 | $2,170,917 | $1,440 | $180iApproximate average salary by contribution assumption: employee only about $4,500 at 4% or $3,000 at 6%; with 50% employer match about $3,000 at 4% or $2,000 at 6%; with 100% employer match about $2,250 at 4% or $1,500 at 6%. |
| David P. Potts, Dds Ltd Defined Benefit Pension Plan & Trust | - | 5 | $370,743 | $25,200 | $5,040iApproximate average salary by contribution assumption: employee only about $126,000 at 4% or $84,000 at 6%; with 50% employer match about $84,000 at 4% or $56,000 at 6%; with 100% employer match about $63,000 at 4% or $42,000 at 6%. |
| 2010 | 2 | 10 | $2,372,126 | $82,081 | $8,208iApproximate average salary by contribution assumption: employee only about $205,203 at 4% or $136,802 at 6%; with 50% employer match about $136,802 at 4% or $91,201 at 6%; with 100% employer match about $102,601 at 4% or $68,401 at 6%. |
| David P Potts Dds Ltd Profit Sharing Plan | - | 10 | $2,031,662 | $62,040 | $6,204iApproximate average salary by contribution assumption: employee only about $155,100 at 4% or $103,400 at 6%; with 50% employer match about $103,400 at 4% or $68,933 at 6%; with 100% employer match about $77,550 at 4% or $51,700 at 6%. |
| David P. Potts, Dds Ltd Defined Benefit Pension Plan & Trust | - | 4 | $340,464 | $20,041 | $5,010iApproximate average salary by contribution assumption: employee only about $125,256 at 4% or $83,504 at 6%; with 50% employer match about $83,504 at 4% or $55,669 at 6%; with 100% employer match about $62,628 at 4% or $41,752 at 6%. |
| 2009 | 2 | 11 | $2,133,120 | $78,979 | $7,180iApproximate average salary by contribution assumption: employee only about $179,498 at 4% or $119,665 at 6%; with 50% employer match about $119,665 at 4% or $79,777 at 6%; with 100% employer match about $89,749 at 4% or $59,833 at 6%. |
| David P Potts Dds Ltd Profit Sharing Plan | - | 11 | $1,830,463 | $56,979 | $5,180iApproximate average salary by contribution assumption: employee only about $129,498 at 4% or $86,332 at 6%; with 50% employer match about $86,332 at 4% or $57,555 at 6%; with 100% employer match about $64,749 at 4% or $43,166 at 6%. |
| David P. Potts, Dds Ltd Defined Benefit Pension Plan & Trust | - | 7 | $302,657 | $22,000 | $3,143iApproximate average salary by contribution assumption: employee only about $78,571 at 4% or $52,381 at 6%; with 50% employer match about $52,381 at 4% or $34,921 at 6%; with 100% employer match about $39,286 at 4% or $26,190 at 6%. |
| 2008 | 2 | 7 | $1,624,316 | $67,713 | $9,673iApproximate average salary by contribution assumption: employee only about $241,832 at 4% or $161,221 at 6%; with 50% employer match about $161,221 at 4% or $107,481 at 6%; with 100% employer match about $120,916 at 4% or $80,611 at 6%. |
| David P Potts Dds Ltd Profit Sharing Plan | - | 7 | $1,371,881 | $53,147 | $7,592iApproximate average salary by contribution assumption: employee only about $189,811 at 4% or $126,540 at 6%; with 50% employer match about $126,540 at 4% or $84,360 at 6%; with 100% employer match about $94,905 at 4% or $63,270 at 6%. |
| David P. Potts, Dds Ltd Defined Benefit Pension Plan & Trust | - | 7 | $252,435 | $14,566 | $2,081iApproximate average salary by contribution assumption: employee only about $52,021 at 4% or $34,681 at 6%; with 50% employer match about $34,681 at 4% or $23,121 at 6%; with 100% employer match about $26,011 at 4% or $17,340 at 6%. |
| 2007 | 2 | 10 | $0 | $0 | - |
| David P. Potts, Dds Ltd Defined Benefit Pension Plan & Trust | - | 10 | - | - | - |
| David P Potts Dds Ltd Profit Sharing Plan | - | 10 | - | - | - |
| 2006 | 2 | 14 | $2,254,970 | $206,866 | $14,776iApproximate average salary by contribution assumption: employee only about $369,404 at 4% or $246,269 at 6%; with 50% employer match about $246,269 at 4% or $164,179 at 6%; with 100% employer match about $184,702 at 4% or $123,135 at 6%. |
| David P Potts Dds Ltd Profit Sharing Plan | - | 14 | $1,969,602 | $116,861 | $8,347iApproximate average salary by contribution assumption: employee only about $208,680 at 4% or $139,120 at 6%; with 50% employer match about $139,120 at 4% or $92,747 at 6%; with 100% employer match about $104,340 at 4% or $69,560 at 6%. |
| David P. Potts, Dds Ltd Defined Benefit Pension Plan & Trust | - | 14 | $285,368 | $90,005 | $6,429iApproximate average salary by contribution assumption: employee only about $160,723 at 4% or $107,149 at 6%; with 50% employer match about $107,149 at 4% or $71,433 at 6%; with 100% employer match about $80,362 at 4% or $53,574 at 6%. |
| 2005 | 2 | 12 | $1,828,084 | $196,073 | $16,339iApproximate average salary by contribution assumption: employee only about $408,485 at 4% or $272,324 at 6%; with 50% employer match about $272,324 at 4% or $181,549 at 6%; with 100% employer match about $204,243 at 4% or $136,162 at 6%. |
| David P Potts Dds Ltd Profit Sharing Plan | - | 12 | $1,643,325 | $106,139 | $8,845iApproximate average salary by contribution assumption: employee only about $221,123 at 4% or $147,415 at 6%; with 50% employer match about $147,415 at 4% or $98,277 at 6%; with 100% employer match about $110,561 at 4% or $73,708 at 6%. |
| David P. Potts, Dds Ltd Defined Benefit Pension Plan & Trust | - | 12 | $184,759 | $89,934 | $7,495iApproximate average salary by contribution assumption: employee only about $187,363 at 4% or $124,908 at 6%; with 50% employer match about $124,908 at 4% or $83,272 at 6%; with 100% employer match about $93,681 at 4% or $62,454 at 6%. |
| 2004 | 2 | 10 | $1,596,012 | $179,762 | $17,976iApproximate average salary by contribution assumption: employee only about $449,405 at 4% or $299,603 at 6%; with 50% employer match about $299,603 at 4% or $199,736 at 6%; with 100% employer match about $224,703 at 4% or $149,802 at 6%. |
| David P Potts Dds Ltd Profit Sharing Plan | - | 10 | $1,506,873 | $90,623 | $9,062iApproximate average salary by contribution assumption: employee only about $226,557 at 4% or $151,038 at 6%; with 50% employer match about $151,038 at 4% or $100,692 at 6%; with 100% employer match about $113,279 at 4% or $75,519 at 6%. |
| David P. Potts, Dds Ltd Defined Benefit Pension Plan & Trust | - | 10 | $89,139 | $89,139 | $8,914iApproximate average salary by contribution assumption: employee only about $222,848 at 4% or $148,565 at 6%; with 50% employer match about $148,565 at 4% or $99,043 at 6%; with 100% employer match about $111,424 at 4% or $74,283 at 6%. |
| 2003 | 1 | 8 | $1,236,586 | $57,052 | $7,132iApproximate average salary by contribution assumption: employee only about $178,288 at 4% or $118,858 at 6%; with 50% employer match about $118,858 at 4% or $79,239 at 6%; with 100% employer match about $89,144 at 4% or $59,429 at 6%. |
| David P Potts Dds Ltd Profit Sharing Plan | - | 8 | $1,236,586 | $57,052 | $7,132iApproximate average salary by contribution assumption: employee only about $178,288 at 4% or $118,858 at 6%; with 50% employer match about $118,858 at 4% or $79,239 at 6%; with 100% employer match about $89,144 at 4% or $59,429 at 6%. |
| 2002 | 1 | 7 | $1,057,214 | $53,045 | $7,578iApproximate average salary by contribution assumption: employee only about $189,446 at 4% or $126,298 at 6%; with 50% employer match about $126,298 at 4% or $84,198 at 6%; with 100% employer match about $94,723 at 4% or $63,149 at 6%. |
| David P Potts Dds Ltd Profit Sharing Plan | - | 7 | $1,057,214 | $53,045 | $7,578iApproximate average salary by contribution assumption: employee only about $189,446 at 4% or $126,298 at 6%; with 50% employer match about $126,298 at 4% or $84,198 at 6%; with 100% employer match about $94,723 at 4% or $63,149 at 6%. |
| 2001 | 1 | 6 | $0 | $0 | - |
| David P Potts Dds Ltd Profit Sharing Plan | - | 6 | - | - | - |
| 2000 | 1 | 7 | $1,082,161 | $35,076 | $5,011iApproximate average salary by contribution assumption: employee only about $125,271 at 4% or $83,514 at 6%; with 50% employer match about $83,514 at 4% or $55,676 at 6%; with 100% employer match about $62,636 at 4% or $41,757 at 6%. |
| David P Potts Dds Ltd Profit Sharing Plan | - | 7 | $1,082,161 | $35,076 | $5,011iApproximate average salary by contribution assumption: employee only about $125,271 at 4% or $83,514 at 6%; with 50% employer match about $83,514 at 4% or $55,676 at 6%; with 100% employer match about $62,636 at 4% or $41,757 at 6%. |
| 1999 | 1 | 7 | $1,136,738 | $46,976 | $6,711iApproximate average salary by contribution assumption: employee only about $167,771 at 4% or $111,848 at 6%; with 50% employer match about $111,848 at 4% or $74,565 at 6%; with 100% employer match about $83,886 at 4% or $55,924 at 6%. |
| David P Potts Dds Ltd Profit Sharing Plan | - | 7 | $1,136,738 | $46,976 | $6,711iApproximate average salary by contribution assumption: employee only about $167,771 at 4% or $111,848 at 6%; with 50% employer match about $111,848 at 4% or $74,565 at 6%; with 100% employer match about $83,886 at 4% or $55,924 at 6%. |