Civic Intelligence

Steven M. Potter PC.

Plan context: Steven M. Potter PC. 401K Profit Sharing Plan

EIN 38-2945630 • Auburn Hills, MI • 32 filings • 5 plans

2701 Cambridge CTSte 223Auburn Hills, MI 48326
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$1,578,212

2024 Contributions

$98,848

Historical Graphs

Total Assets Over Time

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

$4,043,164$2,021,582$0199920132024YearValue
$1,578,212Latest year 2024

Participants Over Time

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

1580199920122024YearValue
13Latest 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
2024113$1,578,212$98,848$7,604iApproximate average salary by contribution assumption: employee only about $190,092 at 4% or $126,728 at 6%; with 50% employer match about $126,728 at 4% or $84,485 at 6%; with 100% employer match about $95,046 at 4% or $63,364 at 6%.
Steven M. Potter PC. 401K Profit Sharing Plan-13$1,578,212$98,848$7,604iApproximate average salary by contribution assumption: employee only about $190,092 at 4% or $126,728 at 6%; with 50% employer match about $126,728 at 4% or $84,485 at 6%; with 100% employer match about $95,046 at 4% or $63,364 at 6%.
2023113$1,269,216$78,629$6,048iApproximate average salary by contribution assumption: employee only about $151,210 at 4% or $100,806 at 6%; with 50% employer match about $100,806 at 4% or $67,204 at 6%; with 100% employer match about $75,605 at 4% or $50,403 at 6%.
Steven M. Potter PC. 401K Profit Sharing Plan-13$1,269,216$78,629$6,048iApproximate average salary by contribution assumption: employee only about $151,210 at 4% or $100,806 at 6%; with 50% employer match about $100,806 at 4% or $67,204 at 6%; with 100% employer match about $75,605 at 4% or $50,403 at 6%.
2022112$1,073,138$47,170$3,931iApproximate average salary by contribution assumption: employee only about $98,271 at 4% or $65,514 at 6%; with 50% employer match about $65,514 at 4% or $43,676 at 6%; with 100% employer match about $49,135 at 4% or $32,757 at 6%.
Steven M. Potter PC. 401K Profit Sharing Plan-12$1,073,138$47,170$3,931iApproximate average salary by contribution assumption: employee only about $98,271 at 4% or $65,514 at 6%; with 50% employer match about $65,514 at 4% or $43,676 at 6%; with 100% employer match about $49,135 at 4% or $32,757 at 6%.
2021114$2,905,900$58,743$4,196iApproximate average salary by contribution assumption: employee only about $104,898 at 4% or $69,932 at 6%; with 50% employer match about $69,932 at 4% or $46,621 at 6%; with 100% employer match about $52,449 at 4% or $34,966 at 6%.
Steven M. Potter PC. 401K Profit Sharing Plan-14$2,905,900$58,743$4,196iApproximate average salary by contribution assumption: employee only about $104,898 at 4% or $69,932 at 6%; with 50% employer match about $69,932 at 4% or $46,621 at 6%; with 100% employer match about $52,449 at 4% or $34,966 at 6%.
2020214$2,818,858$60,794$4,342iApproximate average salary by contribution assumption: employee only about $108,561 at 4% or $72,374 at 6%; with 50% employer match about $72,374 at 4% or $48,249 at 6%; with 100% employer match about $54,280 at 4% or $36,187 at 6%.
Steven M. Potter PC. 401K Profit Sharing Plan-14$2,818,858$60,794$4,342iApproximate average salary by contribution assumption: employee only about $108,561 at 4% or $72,374 at 6%; with 50% employer match about $72,374 at 4% or $48,249 at 6%; with 100% employer match about $54,280 at 4% or $36,187 at 6%.
STEVEN M. POTTER, P.C. CASH BALANCE PLAN-0$0$0-
2019214$4,043,164$394,458$28,176iApproximate average salary by contribution assumption: employee only about $704,389 at 4% or $469,593 at 6%; with 50% employer match about $469,593 at 4% or $313,062 at 6%; with 100% employer match about $352,195 at 4% or $234,796 at 6%.
Steven M. Potter PC. 401K Profit Sharing Plan-14$2,582,548$144,458$10,318iApproximate average salary by contribution assumption: employee only about $257,961 at 4% or $171,974 at 6%; with 50% employer match about $171,974 at 4% or $114,649 at 6%; with 100% employer match about $128,980 at 4% or $85,987 at 6%.
STEVEN M. POTTER, P.C. CASH BALANCE PLAN-14$1,460,616$250,000$17,857iApproximate average salary by contribution assumption: employee only about $446,429 at 4% or $297,619 at 6%; with 50% employer match about $297,619 at 4% or $198,413 at 6%; with 100% employer match about $223,214 at 4% or $148,810 at 6%.
2018215$3,126,460$659,969$43,998iApproximate average salary by contribution assumption: employee only about $1,099,948 at 4% or $733,299 at 6%; with 50% employer match about $733,299 at 4% or $488,866 at 6%; with 100% employer match about $549,974 at 4% or $366,649 at 6%.
Steven M. Potter PC. 401K Profit Sharing Plan-14$2,013,714$159,969$11,426iApproximate average salary by contribution assumption: employee only about $285,659 at 4% or $190,439 at 6%; with 50% employer match about $190,439 at 4% or $126,960 at 6%; with 100% employer match about $142,829 at 4% or $95,220 at 6%.
STEVEN M. POTTER, P.C. CASH BALANCE PLAN-15$1,112,746$500,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
2017213$2,565,069$303,102$23,316iApproximate average salary by contribution assumption: employee only about $582,888 at 4% or $388,592 at 6%; with 50% employer match about $388,592 at 4% or $259,062 at 6%; with 100% employer match about $291,444 at 4% or $194,296 at 6%.
Steven M. Potter PC. 401K Profit Sharing Plan-13$1,948,772$122,402$9,416iApproximate average salary by contribution assumption: employee only about $235,388 at 4% or $156,926 at 6%; with 50% employer match about $156,926 at 4% or $104,617 at 6%; with 100% employer match about $117,694 at 4% or $78,463 at 6%.
STEVEN M. POTTER, P.C. CASH BALANCE PLAN-13$616,297$180,700$13,900iApproximate average salary by contribution assumption: employee only about $347,500 at 4% or $231,667 at 6%; with 50% employer match about $231,667 at 4% or $154,444 at 6%; with 100% employer match about $173,750 at 4% or $115,833 at 6%.
2016214$2,010,177$355,573$25,398iApproximate average salary by contribution assumption: employee only about $634,952 at 4% or $423,301 at 6%; with 50% employer match about $423,301 at 4% or $282,201 at 6%; with 100% employer match about $317,476 at 4% or $211,651 at 6%.
Steven M. Potter PC. 401K Profit Sharing Plan-14$1,583,761$145,573$10,398iApproximate average salary by contribution assumption: employee only about $259,952 at 4% or $173,301 at 6%; with 50% employer match about $173,301 at 4% or $115,534 at 6%; with 100% employer match about $129,976 at 4% or $86,651 at 6%.
STEVEN M. POTTER, P.C. CASH BALANCE PLAN-12$426,416$210,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
2015215$1,664,372$355,236$23,682iApproximate average salary by contribution assumption: employee only about $592,060 at 4% or $394,707 at 6%; with 50% employer match about $394,707 at 4% or $263,138 at 6%; with 100% employer match about $296,030 at 4% or $197,353 at 6%.
Steven M. Potter PC. 401K Profit Sharing Plan-15$1,445,346$126,764$8,451iApproximate average salary by contribution assumption: employee only about $211,273 at 4% or $140,849 at 6%; with 50% employer match about $140,849 at 4% or $93,899 at 6%; with 100% employer match about $105,637 at 4% or $70,424 at 6%.
STEVEN M. POTTER, P.C. CASH BALANCE PLAN-11$219,026$228,472$20,770iApproximate average salary by contribution assumption: employee only about $519,255 at 4% or $346,170 at 6%; with 50% employer match about $346,170 at 4% or $230,780 at 6%; with 100% employer match about $259,627 at 4% or $173,085 at 6%.
2014112$1,287,922$65,680$5,473iApproximate average salary by contribution assumption: employee only about $136,833 at 4% or $91,222 at 6%; with 50% employer match about $91,222 at 4% or $60,815 at 6%; with 100% employer match about $68,417 at 4% or $45,611 at 6%.
Steven M. Potter PC. 401K Profit Sharing Plan-12$1,287,922$65,680$5,473iApproximate average salary by contribution assumption: employee only about $136,833 at 4% or $91,222 at 6%; with 50% employer match about $91,222 at 4% or $60,815 at 6%; with 100% employer match about $68,417 at 4% or $45,611 at 6%.
2013111$1,059,654$96,149$8,741iApproximate average salary by contribution assumption: employee only about $218,520 at 4% or $145,680 at 6%; with 50% employer match about $145,680 at 4% or $97,120 at 6%; with 100% employer match about $109,260 at 4% or $72,840 at 6%.
Steven M. Potter PC. 401K Profit Sharing Plan-11$1,059,654$96,149$8,741iApproximate average salary by contribution assumption: employee only about $218,520 at 4% or $145,680 at 6%; with 50% employer match about $145,680 at 4% or $97,120 at 6%; with 100% employer match about $109,260 at 4% or $72,840 at 6%.
201219$870,513$95,267$10,585iApproximate average salary by contribution assumption: employee only about $264,631 at 4% or $176,420 at 6%; with 50% employer match about $176,420 at 4% or $117,614 at 6%; with 100% employer match about $132,315 at 4% or $88,210 at 6%.
Steven M. Potter PC. 401K Profit Sharing Plan-9$870,513$95,267$10,585iApproximate average salary by contribution assumption: employee only about $264,631 at 4% or $176,420 at 6%; with 50% employer match about $176,420 at 4% or $117,614 at 6%; with 100% employer match about $132,315 at 4% or $88,210 at 6%.
201119$759,713$64,202$7,134iApproximate average salary by contribution assumption: employee only about $178,339 at 4% or $118,893 at 6%; with 50% employer match about $118,893 at 4% or $79,262 at 6%; with 100% employer match about $89,169 at 4% or $59,446 at 6%.
Steven M. Potter PC. 401K Profit Sharing Plan-9$759,713$64,202$7,134iApproximate average salary by contribution assumption: employee only about $178,339 at 4% or $118,893 at 6%; with 50% employer match about $118,893 at 4% or $79,262 at 6%; with 100% employer match about $89,169 at 4% or $59,446 at 6%.
201018$844,696$23,521$2,940iApproximate average salary by contribution assumption: employee only about $73,503 at 4% or $49,002 at 6%; with 50% employer match about $49,002 at 4% or $32,668 at 6%; with 100% employer match about $36,752 at 4% or $24,501 at 6%.
Steven M. Potter PC. 401K Profit Sharing Plan-8$844,696$23,521$2,940iApproximate average salary by contribution assumption: employee only about $73,503 at 4% or $49,002 at 6%; with 50% employer match about $49,002 at 4% or $32,668 at 6%; with 100% employer match about $36,752 at 4% or $24,501 at 6%.
200917$706,092$39,995$5,714iApproximate average salary by contribution assumption: employee only about $142,839 at 4% or $95,226 at 6%; with 50% employer match about $95,226 at 4% or $63,484 at 6%; with 100% employer match about $71,420 at 4% or $47,613 at 6%.
Steven M. Potter PC. 401K Profit Sharing Plan-7$706,092$39,995$5,714iApproximate average salary by contribution assumption: employee only about $142,839 at 4% or $95,226 at 6%; with 50% employer match about $95,226 at 4% or $63,484 at 6%; with 100% employer match about $71,420 at 4% or $47,613 at 6%.
200818$546,291$33,036$4,130iApproximate average salary by contribution assumption: employee only about $103,238 at 4% or $68,825 at 6%; with 50% employer match about $68,825 at 4% or $45,883 at 6%; with 100% employer match about $51,619 at 4% or $34,413 at 6%.
Steven M. Potter PC. 401K Profit Sharing Plan-8$546,291$33,036$4,130iApproximate average salary by contribution assumption: employee only about $103,238 at 4% or $68,825 at 6%; with 50% employer match about $68,825 at 4% or $45,883 at 6%; with 100% employer match about $51,619 at 4% or $34,413 at 6%.
200715$0$0-
Steven M. Potter PC. 401K Profit Sharing Plan-5---
200616$540,475$72,388$12,065iApproximate average salary by contribution assumption: employee only about $301,617 at 4% or $201,078 at 6%; with 50% employer match about $201,078 at 4% or $134,052 at 6%; with 100% employer match about $150,808 at 4% or $100,539 at 6%.
Steven M. Potter PC. 401K Profit Sharing Plan-6$540,475$72,388$12,065iApproximate average salary by contribution assumption: employee only about $301,617 at 4% or $201,078 at 6%; with 50% employer match about $201,078 at 4% or $134,052 at 6%; with 100% employer match about $150,808 at 4% or $100,539 at 6%.
200516$427,676$67,198$11,200iApproximate average salary by contribution assumption: employee only about $279,992 at 4% or $186,661 at 6%; with 50% employer match about $186,661 at 4% or $124,441 at 6%; with 100% employer match about $139,996 at 4% or $93,331 at 6%.
Steven M. Potter PC. 401K Profit Sharing Plan-6$427,676$67,198$11,200iApproximate average salary by contribution assumption: employee only about $279,992 at 4% or $186,661 at 6%; with 50% employer match about $186,661 at 4% or $124,441 at 6%; with 100% employer match about $139,996 at 4% or $93,331 at 6%.
200416$350,837$58,383$9,731iApproximate average salary by contribution assumption: employee only about $243,263 at 4% or $162,175 at 6%; with 50% employer match about $162,175 at 4% or $108,117 at 6%; with 100% employer match about $121,631 at 4% or $81,088 at 6%.
Steven M. Potter PC. 401K Profit Sharing Plan-6$350,837$58,383$9,731iApproximate average salary by contribution assumption: employee only about $243,263 at 4% or $162,175 at 6%; with 50% employer match about $162,175 at 4% or $108,117 at 6%; with 100% employer match about $121,631 at 4% or $81,088 at 6%.
200317$245,284$40,665$5,809iApproximate average salary by contribution assumption: employee only about $145,232 at 4% or $96,821 at 6%; with 50% employer match about $96,821 at 4% or $64,548 at 6%; with 100% employer match about $72,616 at 4% or $48,411 at 6%.
Steven M. Potter PC. 401K Profit Sharing Plan-7$245,284$40,665$5,809iApproximate average salary by contribution assumption: employee only about $145,232 at 4% or $96,821 at 6%; with 50% employer match about $96,821 at 4% or $64,548 at 6%; with 100% employer match about $72,616 at 4% or $48,411 at 6%.
200217$255,646$95,297$13,614iApproximate average salary by contribution assumption: employee only about $340,346 at 4% or $226,898 at 6%; with 50% employer match about $226,898 at 4% or $151,265 at 6%; with 100% employer match about $170,173 at 4% or $113,449 at 6%.
Steven M. Potter PC. 401K Profit Sharing Plan-7$255,646$95,297$13,614iApproximate average salary by contribution assumption: employee only about $340,346 at 4% or $226,898 at 6%; with 50% employer match about $226,898 at 4% or $151,265 at 6%; with 100% employer match about $170,173 at 4% or $113,449 at 6%.
200115$0$0-
Steven M. Potter PC. 401K Profit Sharing Plan-5---
200014$213,693$51,964$12,991iApproximate average salary by contribution assumption: employee only about $324,775 at 4% or $216,517 at 6%; with 50% employer match about $216,517 at 4% or $144,344 at 6%; with 100% employer match about $162,388 at 4% or $108,258 at 6%.
Steven M. Potter PC. 401K Profit Sharing Plan-4$213,693$51,964$12,991iApproximate average salary by contribution assumption: employee only about $324,775 at 4% or $216,517 at 6%; with 50% employer match about $216,517 at 4% or $144,344 at 6%; with 100% employer match about $162,388 at 4% or $108,258 at 6%.
199913$205,551$7,085$2,362iApproximate average salary by contribution assumption: employee only about $59,042 at 4% or $39,361 at 6%; with 50% employer match about $39,361 at 4% or $26,241 at 6%; with 100% employer match about $29,521 at 4% or $19,681 at 6%.
Steven M. Potter PC. 401K Profit Sharing Plan-3$205,551$7,085$2,362iApproximate average salary by contribution assumption: employee only about $59,042 at 4% or $39,361 at 6%; with 50% employer match about $39,361 at 4% or $26,241 at 6%; with 100% employer match about $29,521 at 4% or $19,681 at 6%.