Civic Intelligence

Charles Potter Inc.

Plan context: Charles Potter Inc. 401K Savings Plan

EIN 39-1414703 • 16 filings • 2 plans

Current Snapshot

Latest Year

2014

2014 Participants

40

2014 Assets

$760,871

2014 Contributions

$22,665

Historical Graphs

Total Assets Over Time

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

$760,871$380,436$0199920062013YearValue
$760,871Latest year 2013

Participants Over Time

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

40200199920062013YearValue
40Latest year 2013

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
201410$0$22,665-
Charles Potter Inc. 401K Savings Plan-0-$22,665-
2013140$760,871$35,783$895iApproximate average salary by contribution assumption: employee only about $22,364 at 4% or $14,910 at 6%; with 50% employer match about $14,910 at 4% or $9,940 at 6%; with 100% employer match about $11,182 at 4% or $7,455 at 6%.
Charles Potter Inc. 401K Savings Plan-40$760,871$35,783$895iApproximate average salary by contribution assumption: employee only about $22,364 at 4% or $14,910 at 6%; with 50% employer match about $14,910 at 4% or $9,940 at 6%; with 100% employer match about $11,182 at 4% or $7,455 at 6%.
2012137$600,579$35,504$960iApproximate average salary by contribution assumption: employee only about $23,989 at 4% or $15,993 at 6%; with 50% employer match about $15,993 at 4% or $10,662 at 6%; with 100% employer match about $11,995 at 4% or $7,996 at 6%.
Charles Potter Inc. 401K Savings Plan-37$600,579$35,504$960iApproximate average salary by contribution assumption: employee only about $23,989 at 4% or $15,993 at 6%; with 50% employer match about $15,993 at 4% or $10,662 at 6%; with 100% employer match about $11,995 at 4% or $7,996 at 6%.
2011136$508,371$34,468$957iApproximate average salary by contribution assumption: employee only about $23,936 at 4% or $15,957 at 6%; with 50% employer match about $15,957 at 4% or $10,638 at 6%; with 100% employer match about $11,968 at 4% or $7,979 at 6%.
Charles Potter Inc. 401K Savings Plan-36$508,371$34,468$957iApproximate average salary by contribution assumption: employee only about $23,936 at 4% or $15,957 at 6%; with 50% employer match about $15,957 at 4% or $10,638 at 6%; with 100% employer match about $11,968 at 4% or $7,979 at 6%.
2010133$498,675$38,733$1,174iApproximate average salary by contribution assumption: employee only about $29,343 at 4% or $19,562 at 6%; with 50% employer match about $19,562 at 4% or $13,041 at 6%; with 100% employer match about $14,672 at 4% or $9,781 at 6%.
Charles Potter Inc. 401K Savings Plan-33$498,675$38,733$1,174iApproximate average salary by contribution assumption: employee only about $29,343 at 4% or $19,562 at 6%; with 50% employer match about $19,562 at 4% or $13,041 at 6%; with 100% employer match about $14,672 at 4% or $9,781 at 6%.
2009132$415,814$42,970$1,343iApproximate average salary by contribution assumption: employee only about $33,570 at 4% or $22,380 at 6%; with 50% employer match about $22,380 at 4% or $14,920 at 6%; with 100% employer match about $16,785 at 4% or $11,190 at 6%.
Charles Potter Inc. 401K Savings Plan-32$415,814$42,970$1,343iApproximate average salary by contribution assumption: employee only about $33,570 at 4% or $22,380 at 6%; with 50% employer match about $22,380 at 4% or $14,920 at 6%; with 100% employer match about $16,785 at 4% or $11,190 at 6%.
2008137$305,241$43,950$1,188iApproximate average salary by contribution assumption: employee only about $29,696 at 4% or $19,797 at 6%; with 50% employer match about $19,797 at 4% or $13,198 at 6%; with 100% employer match about $14,848 at 4% or $9,899 at 6%.
Charles Potter Inc. 401K Savings Plan-37$305,241$43,950$1,188iApproximate average salary by contribution assumption: employee only about $29,696 at 4% or $19,797 at 6%; with 50% employer match about $19,797 at 4% or $13,198 at 6%; with 100% employer match about $14,848 at 4% or $9,899 at 6%.
2007121$0$0-
Charles Potter Inc. 401K Savings Plan-21---
2006135$307,273$35,373$1,011iApproximate average salary by contribution assumption: employee only about $25,266 at 4% or $16,844 at 6%; with 50% employer match about $16,844 at 4% or $11,230 at 6%; with 100% employer match about $12,633 at 4% or $8,422 at 6%.
Charles Potter Inc. 401K Savings Plan-35$307,273$35,373$1,011iApproximate average salary by contribution assumption: employee only about $25,266 at 4% or $16,844 at 6%; with 50% employer match about $16,844 at 4% or $11,230 at 6%; with 100% employer match about $12,633 at 4% or $8,422 at 6%.
2005132$247,855$56,684$1,771iApproximate average salary by contribution assumption: employee only about $44,284 at 4% or $29,523 at 6%; with 50% employer match about $29,523 at 4% or $19,682 at 6%; with 100% employer match about $22,142 at 4% or $14,761 at 6%.
Charles Potter Inc. 401K Savings Plan-32$247,855$56,684$1,771iApproximate average salary by contribution assumption: employee only about $44,284 at 4% or $29,523 at 6%; with 50% employer match about $29,523 at 4% or $19,682 at 6%; with 100% employer match about $22,142 at 4% or $14,761 at 6%.
2004131$177,868$50,446$1,627iApproximate average salary by contribution assumption: employee only about $40,682 at 4% or $27,122 at 6%; with 50% employer match about $27,122 at 4% or $18,081 at 6%; with 100% employer match about $20,341 at 4% or $13,561 at 6%.
Charles Potter Inc. 401K Savings Plan-31$177,868$50,446$1,627iApproximate average salary by contribution assumption: employee only about $40,682 at 4% or $27,122 at 6%; with 50% employer match about $27,122 at 4% or $18,081 at 6%; with 100% employer match about $20,341 at 4% or $13,561 at 6%.
2003130$119,066$38,840$1,295iApproximate average salary by contribution assumption: employee only about $32,367 at 4% or $21,578 at 6%; with 50% employer match about $21,578 at 4% or $14,385 at 6%; with 100% employer match about $16,183 at 4% or $10,789 at 6%.
Charles Potter Inc. 401K Savings Plan-30$119,066$38,840$1,295iApproximate average salary by contribution assumption: employee only about $32,367 at 4% or $21,578 at 6%; with 50% employer match about $21,578 at 4% or $14,385 at 6%; with 100% employer match about $16,183 at 4% or $10,789 at 6%.
2002124$68,055$36,132$1,506iApproximate average salary by contribution assumption: employee only about $37,638 at 4% or $25,092 at 6%; with 50% employer match about $25,092 at 4% or $16,728 at 6%; with 100% employer match about $18,819 at 4% or $12,546 at 6%.
Charles Potter Inc. 401K Savings Plan-24$68,055$36,132$1,506iApproximate average salary by contribution assumption: employee only about $37,638 at 4% or $25,092 at 6%; with 50% employer match about $25,092 at 4% or $16,728 at 6%; with 100% employer match about $18,819 at 4% or $12,546 at 6%.
2001123$39,411$10,413$453iApproximate average salary by contribution assumption: employee only about $11,318 at 4% or $7,546 at 6%; with 50% employer match about $7,546 at 4% or $5,030 at 6%; with 100% employer match about $5,659 at 4% or $3,773 at 6%.
Charles Potter Inc. 401K Savings Plan-23$39,411$10,413$453iApproximate average salary by contribution assumption: employee only about $11,318 at 4% or $7,546 at 6%; with 50% employer match about $7,546 at 4% or $5,030 at 6%; with 100% employer match about $5,659 at 4% or $3,773 at 6%.
2000129$31,767$9,335$322iApproximate average salary by contribution assumption: employee only about $8,047 at 4% or $5,365 at 6%; with 50% employer match about $5,365 at 4% or $3,577 at 6%; with 100% employer match about $4,024 at 4% or $2,682 at 6%.
Charles Potter Inc. 401K Savings Plan-29$31,767$9,335$322iApproximate average salary by contribution assumption: employee only about $8,047 at 4% or $5,365 at 6%; with 50% employer match about $5,365 at 4% or $3,577 at 6%; with 100% employer match about $4,024 at 4% or $2,682 at 6%.
1999114$23,061$4,681$334iApproximate average salary by contribution assumption: employee only about $8,359 at 4% or $5,573 at 6%; with 50% employer match about $5,573 at 4% or $3,715 at 6%; with 100% employer match about $4,179 at 4% or $2,786 at 6%.
Charles Potter Inc. 401K Savings Plan-14$23,061$4,681$334iApproximate average salary by contribution assumption: employee only about $8,359 at 4% or $5,573 at 6%; with 50% employer match about $5,573 at 4% or $3,715 at 6%; with 100% employer match about $4,179 at 4% or $2,786 at 6%.