Civic Intelligence

Potter Lawson Inc.

Plan context: Potter Lawson Inc. Savings Plan and Trust

EIN 39-1091893 • Madison, WI • 26 filings • 3 plans

749 University Row, Suite 300Madison, WI 53705
Current Snapshot

Latest Year

2024

2024 Participants

44

2024 Assets

$7,319,396

2024 Contributions

$382,973

Historical Graphs

Total Assets Over Time

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

$10,072,862$5,036,431$0199920122024YearValue
$7,319,396Latest year 2024

Participants Over Time

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

54270199920122024YearValue
44Latest 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
2024144$7,319,396$382,973$8,704iApproximate average salary by contribution assumption: employee only about $217,598 at 4% or $145,066 at 6%; with 50% employer match about $145,066 at 4% or $96,710 at 6%; with 100% employer match about $108,799 at 4% or $72,533 at 6%.
Potter Lawson Inc. Savings Plan and Trust-44$7,319,396$382,973$8,704iApproximate average salary by contribution assumption: employee only about $217,598 at 4% or $145,066 at 6%; with 50% employer match about $145,066 at 4% or $96,710 at 6%; with 100% employer match about $108,799 at 4% or $72,533 at 6%.
2023148$7,209,425$465,578$9,700iApproximate average salary by contribution assumption: employee only about $242,489 at 4% or $161,659 at 6%; with 50% employer match about $161,659 at 4% or $107,773 at 6%; with 100% employer match about $121,244 at 4% or $80,830 at 6%.
Potter Lawson Inc. Savings Plan and Trust-48$7,209,425$465,578$9,700iApproximate average salary by contribution assumption: employee only about $242,489 at 4% or $161,659 at 6%; with 50% employer match about $161,659 at 4% or $107,773 at 6%; with 100% employer match about $121,244 at 4% or $80,830 at 6%.
2022141$7,291,082$393,777$9,604iApproximate average salary by contribution assumption: employee only about $240,108 at 4% or $160,072 at 6%; with 50% employer match about $160,072 at 4% or $106,715 at 6%; with 100% employer match about $120,054 at 4% or $80,036 at 6%.
Potter Lawson Inc. Savings Plan and Trust-41$7,291,082$393,777$9,604iApproximate average salary by contribution assumption: employee only about $240,108 at 4% or $160,072 at 6%; with 50% employer match about $160,072 at 4% or $106,715 at 6%; with 100% employer match about $120,054 at 4% or $80,036 at 6%.
2021139$9,633,010$354,737$9,096iApproximate average salary by contribution assumption: employee only about $227,396 at 4% or $151,597 at 6%; with 50% employer match about $151,597 at 4% or $101,065 at 6%; with 100% employer match about $113,698 at 4% or $75,799 at 6%.
Potter Lawson Inc. Savings Plan and Trust-39$9,633,010$354,737$9,096iApproximate average salary by contribution assumption: employee only about $227,396 at 4% or $151,597 at 6%; with 50% employer match about $151,597 at 4% or $101,065 at 6%; with 100% employer match about $113,698 at 4% or $75,799 at 6%.
2020144$9,185,000$291,707$6,630iApproximate average salary by contribution assumption: employee only about $165,743 at 4% or $110,495 at 6%; with 50% employer match about $110,495 at 4% or $73,663 at 6%; with 100% employer match about $82,871 at 4% or $55,248 at 6%.
Potter Lawson Inc. Savings Plan and Trust-44$9,185,000$291,707$6,630iApproximate average salary by contribution assumption: employee only about $165,743 at 4% or $110,495 at 6%; with 50% employer match about $110,495 at 4% or $73,663 at 6%; with 100% employer match about $82,871 at 4% or $55,248 at 6%.
2019144$10,072,862$381,016$8,659iApproximate average salary by contribution assumption: employee only about $216,486 at 4% or $144,324 at 6%; with 50% employer match about $144,324 at 4% or $96,216 at 6%; with 100% employer match about $108,243 at 4% or $72,162 at 6%.
Potter Lawson Inc. Savings Plan and Trust-44$10,072,862$381,016$8,659iApproximate average salary by contribution assumption: employee only about $216,486 at 4% or $144,324 at 6%; with 50% employer match about $144,324 at 4% or $96,216 at 6%; with 100% employer match about $108,243 at 4% or $72,162 at 6%.
2018140$7,914,003$367,246$9,181iApproximate average salary by contribution assumption: employee only about $229,529 at 4% or $153,019 at 6%; with 50% employer match about $153,019 at 4% or $102,013 at 6%; with 100% employer match about $114,764 at 4% or $76,510 at 6%.
Potter Lawson Inc. Savings Plan and Trust-40$7,914,003$367,246$9,181iApproximate average salary by contribution assumption: employee only about $229,529 at 4% or $153,019 at 6%; with 50% employer match about $153,019 at 4% or $102,013 at 6%; with 100% employer match about $114,764 at 4% or $76,510 at 6%.
2017140$9,691,778$361,742$9,044iApproximate average salary by contribution assumption: employee only about $226,089 at 4% or $150,726 at 6%; with 50% employer match about $150,726 at 4% or $100,484 at 6%; with 100% employer match about $113,044 at 4% or $75,363 at 6%.
Potter Lawson Inc. Savings Plan and Trust-40$9,691,778$361,742$9,044iApproximate average salary by contribution assumption: employee only about $226,089 at 4% or $150,726 at 6%; with 50% employer match about $150,726 at 4% or $100,484 at 6%; with 100% employer match about $113,044 at 4% or $75,363 at 6%.
2016144$8,815,226$409,551$9,308iApproximate average salary by contribution assumption: employee only about $232,699 at 4% or $155,133 at 6%; with 50% employer match about $155,133 at 4% or $103,422 at 6%; with 100% employer match about $116,350 at 4% or $77,566 at 6%.
Potter Lawson Inc. Savings Plan and Trust-44$8,815,226$409,551$9,308iApproximate average salary by contribution assumption: employee only about $232,699 at 4% or $155,133 at 6%; with 50% employer match about $155,133 at 4% or $103,422 at 6%; with 100% employer match about $116,350 at 4% or $77,566 at 6%.
2015143$7,912,901$339,266$7,890iApproximate average salary by contribution assumption: employee only about $197,248 at 4% or $131,498 at 6%; with 50% employer match about $131,498 at 4% or $87,666 at 6%; with 100% employer match about $98,624 at 4% or $65,749 at 6%.
Potter Lawson Inc. Savings Plan and Trust-43$7,912,901$339,266$7,890iApproximate average salary by contribution assumption: employee only about $197,248 at 4% or $131,498 at 6%; with 50% employer match about $131,498 at 4% or $87,666 at 6%; with 100% employer match about $98,624 at 4% or $65,749 at 6%.
2014142$7,919,004$355,492$8,464iApproximate average salary by contribution assumption: employee only about $211,602 at 4% or $141,068 at 6%; with 50% employer match about $141,068 at 4% or $94,046 at 6%; with 100% employer match about $105,801 at 4% or $70,534 at 6%.
Potter Lawson Inc. Savings Plan and Trust-42$7,919,004$355,492$8,464iApproximate average salary by contribution assumption: employee only about $211,602 at 4% or $141,068 at 6%; with 50% employer match about $141,068 at 4% or $94,046 at 6%; with 100% employer match about $105,801 at 4% or $70,534 at 6%.
2013143$7,292,236$354,858$8,253iApproximate average salary by contribution assumption: employee only about $206,313 at 4% or $137,542 at 6%; with 50% employer match about $137,542 at 4% or $91,695 at 6%; with 100% employer match about $103,156 at 4% or $68,771 at 6%.
Potter Lawson Inc. Savings Plan and Trust-43$7,292,236$354,858$8,253iApproximate average salary by contribution assumption: employee only about $206,313 at 4% or $137,542 at 6%; with 50% employer match about $137,542 at 4% or $91,695 at 6%; with 100% employer match about $103,156 at 4% or $68,771 at 6%.
2012144$5,971,548$383,483$8,716iApproximate average salary by contribution assumption: employee only about $217,888 at 4% or $145,259 at 6%; with 50% employer match about $145,259 at 4% or $96,839 at 6%; with 100% employer match about $108,944 at 4% or $72,629 at 6%.
Potter Lawson Inc. Savings Plan and Trust-44$5,971,548$383,483$8,716iApproximate average salary by contribution assumption: employee only about $217,888 at 4% or $145,259 at 6%; with 50% employer match about $145,259 at 4% or $96,839 at 6%; with 100% employer match about $108,944 at 4% or $72,629 at 6%.
2011149$5,163,159$420,153$8,575iApproximate average salary by contribution assumption: employee only about $214,364 at 4% or $142,909 at 6%; with 50% employer match about $142,909 at 4% or $95,273 at 6%; with 100% employer match about $107,182 at 4% or $71,455 at 6%.
Potter Lawson Inc. Savings Plan and Trust-49$5,163,159$420,153$8,575iApproximate average salary by contribution assumption: employee only about $214,364 at 4% or $142,909 at 6%; with 50% employer match about $142,909 at 4% or $95,273 at 6%; with 100% employer match about $107,182 at 4% or $71,455 at 6%.
2010150$5,131,172$335,135$6,703iApproximate average salary by contribution assumption: employee only about $167,568 at 4% or $111,712 at 6%; with 50% employer match about $111,712 at 4% or $74,474 at 6%; with 100% employer match about $83,784 at 4% or $55,856 at 6%.
Potter Lawson Inc. Savings Plan and Trust-50$5,131,172$335,135$6,703iApproximate average salary by contribution assumption: employee only about $167,568 at 4% or $111,712 at 6%; with 50% employer match about $111,712 at 4% or $74,474 at 6%; with 100% employer match about $83,784 at 4% or $55,856 at 6%.
2009154$4,335,742$348,584$6,455iApproximate average salary by contribution assumption: employee only about $161,381 at 4% or $107,588 at 6%; with 50% employer match about $107,588 at 4% or $71,725 at 6%; with 100% employer match about $80,691 at 4% or $53,794 at 6%.
Potter Lawson Inc. Savings Plan and Trust-54$4,335,742$348,584$6,455iApproximate average salary by contribution assumption: employee only about $161,381 at 4% or $107,588 at 6%; with 50% employer match about $107,588 at 4% or $71,725 at 6%; with 100% employer match about $80,691 at 4% or $53,794 at 6%.
2008136$3,180,782$402,137$11,170iApproximate average salary by contribution assumption: employee only about $279,262 at 4% or $186,175 at 6%; with 50% employer match about $186,175 at 4% or $124,116 at 6%; with 100% employer match about $139,631 at 4% or $93,087 at 6%.
Potter Lawson Inc. Savings Plan and Trust-36$3,180,782$402,137$11,170iApproximate average salary by contribution assumption: employee only about $279,262 at 4% or $186,175 at 6%; with 50% employer match about $186,175 at 4% or $124,116 at 6%; with 100% employer match about $139,631 at 4% or $93,087 at 6%.
2007141$4,185,830$401,998$9,805iApproximate average salary by contribution assumption: employee only about $245,121 at 4% or $163,414 at 6%; with 50% employer match about $163,414 at 4% or $108,943 at 6%; with 100% employer match about $122,560 at 4% or $81,707 at 6%.
Potter Lawson Inc. Savings Plan and Trust-41$4,185,830$401,998$9,805iApproximate average salary by contribution assumption: employee only about $245,121 at 4% or $163,414 at 6%; with 50% employer match about $163,414 at 4% or $108,943 at 6%; with 100% employer match about $122,560 at 4% or $81,707 at 6%.
2006140$4,053,442$370,169$9,254iApproximate average salary by contribution assumption: employee only about $231,356 at 4% or $154,237 at 6%; with 50% employer match about $154,237 at 4% or $102,825 at 6%; with 100% employer match about $115,678 at 4% or $77,119 at 6%.
Potter Lawson Inc. Savings Plan and Trust-40$4,053,442$370,169$9,254iApproximate average salary by contribution assumption: employee only about $231,356 at 4% or $154,237 at 6%; with 50% employer match about $154,237 at 4% or $102,825 at 6%; with 100% employer match about $115,678 at 4% or $77,119 at 6%.
2005132$3,360,485$367,076$11,471iApproximate average salary by contribution assumption: employee only about $286,778 at 4% or $191,185 at 6%; with 50% employer match about $191,185 at 4% or $127,457 at 6%; with 100% employer match about $143,389 at 4% or $95,593 at 6%.
Potter Lawson Inc. Savings Plan and Trust-32$3,360,485$367,076$11,471iApproximate average salary by contribution assumption: employee only about $286,778 at 4% or $191,185 at 6%; with 50% employer match about $191,185 at 4% or $127,457 at 6%; with 100% employer match about $143,389 at 4% or $95,593 at 6%.
2004139$2,979,508$346,300$8,879iApproximate average salary by contribution assumption: employee only about $221,987 at 4% or $147,991 at 6%; with 50% employer match about $147,991 at 4% or $98,661 at 6%; with 100% employer match about $110,994 at 4% or $73,996 at 6%.
Potter Lawson Inc. Savings Plan and Trust-39$2,979,508$346,300$8,879iApproximate average salary by contribution assumption: employee only about $221,987 at 4% or $147,991 at 6%; with 50% employer match about $147,991 at 4% or $98,661 at 6%; with 100% employer match about $110,994 at 4% or $73,996 at 6%.
2003142$2,408,417$319,596$7,609iApproximate average salary by contribution assumption: employee only about $190,236 at 4% or $126,824 at 6%; with 50% employer match about $126,824 at 4% or $84,549 at 6%; with 100% employer match about $95,118 at 4% or $63,412 at 6%.
Potter Lawson Inc. Savings Plan and Trust-42$2,408,417$319,596$7,609iApproximate average salary by contribution assumption: employee only about $190,236 at 4% or $126,824 at 6%; with 50% employer match about $126,824 at 4% or $84,549 at 6%; with 100% employer match about $95,118 at 4% or $63,412 at 6%.
2002144$1,984,755$343,300$7,802iApproximate average salary by contribution assumption: employee only about $195,057 at 4% or $130,038 at 6%; with 50% employer match about $130,038 at 4% or $86,692 at 6%; with 100% employer match about $97,528 at 4% or $65,019 at 6%.
Potter Lawson Inc. Savings Plan and Trust-44$1,984,755$343,300$7,802iApproximate average salary by contribution assumption: employee only about $195,057 at 4% or $130,038 at 6%; with 50% employer match about $130,038 at 4% or $86,692 at 6%; with 100% employer match about $97,528 at 4% or $65,019 at 6%.
2001153$2,295,938$464,246$8,759iApproximate average salary by contribution assumption: employee only about $218,984 at 4% or $145,989 at 6%; with 50% employer match about $145,989 at 4% or $97,326 at 6%; with 100% employer match about $109,492 at 4% or $72,995 at 6%.
Potter Lawson Inc. Savings Plan and Trust-53$2,295,938$464,246$8,759iApproximate average salary by contribution assumption: employee only about $218,984 at 4% or $145,989 at 6%; with 50% employer match about $145,989 at 4% or $97,326 at 6%; with 100% employer match about $109,492 at 4% or $72,995 at 6%.
2000154$2,639,077$340,961$6,314iApproximate average salary by contribution assumption: employee only about $157,852 at 4% or $105,235 at 6%; with 50% employer match about $105,235 at 4% or $70,157 at 6%; with 100% employer match about $78,926 at 4% or $52,617 at 6%.
Potter Lawson Inc. Savings Plan and Trust-54$2,639,077$340,961$6,314iApproximate average salary by contribution assumption: employee only about $157,852 at 4% or $105,235 at 6%; with 50% employer match about $105,235 at 4% or $70,157 at 6%; with 100% employer match about $78,926 at 4% or $52,617 at 6%.
1999141$3,173,088$269,750$6,579iApproximate average salary by contribution assumption: employee only about $164,482 at 4% or $109,654 at 6%; with 50% employer match about $109,654 at 4% or $73,103 at 6%; with 100% employer match about $82,241 at 4% or $54,827 at 6%.
Potter Lawson Inc. Savings Plan and Trust-41$3,173,088$269,750$6,579iApproximate average salary by contribution assumption: employee only about $164,482 at 4% or $109,654 at 6%; with 50% employer match about $109,654 at 4% or $73,103 at 6%; with 100% employer match about $82,241 at 4% or $54,827 at 6%.