Civic Intelligence

Poten & Partners Group Inc.

Plan context: Poten & Partners Group Inc. Employee Stock Ownership Plan

EIN 45-0576511 • 18 filings • 2 plans

Current Snapshot

Latest Year

2024

2024 Participants

39

2024 Assets

$157,429

2024 Contributions

$2,372,064

Historical Graphs

Total Assets Over Time

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

$76,812,101$38,406,051$0200820162024YearValue
$157,429Latest year 2024

Participants Over Time

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

84420200720162024YearValue
39Latest 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
2024139$157,429$0-
Poten & Partners Group Inc. Employee Stock Ownership Plan-39$157,429--
2023144$142,209$0-
Poten & Partners Group Inc. Employee Stock Ownership Plan-44$142,209--
2022147$12,422,467$0-
Poten & Partners Group Inc. Employee Stock Ownership Plan-47$12,422,467--
2021152$3,566,555$0-
Poten & Partners Group Inc. Employee Stock Ownership Plan-52$3,566,555--
2020154$4,008,766$0-
Poten & Partners Group Inc. Employee Stock Ownership Plan-54$4,008,766--
2019159$9,613,072$0-
Poten & Partners Group Inc. Employee Stock Ownership Plan-59$9,613,072--
2018166$3,028,695$2,372,064$35,940iApproximate average salary by contribution assumption: employee only about $898,509 at 4% or $599,006 at 6%; with 50% employer match about $599,006 at 4% or $399,337 at 6%; with 100% employer match about $449,255 at 4% or $299,503 at 6%.
Poten & Partners Group Inc. Employee Stock Ownership Plan-66$3,028,695$2,372,064$35,940iApproximate average salary by contribution assumption: employee only about $898,509 at 4% or $599,006 at 6%; with 50% employer match about $599,006 at 4% or $399,337 at 6%; with 100% employer match about $449,255 at 4% or $299,503 at 6%.
2017170$70,040,903$2,153,360$30,762iApproximate average salary by contribution assumption: employee only about $769,057 at 4% or $512,705 at 6%; with 50% employer match about $512,705 at 4% or $341,803 at 6%; with 100% employer match about $384,529 at 4% or $256,352 at 6%.
Poten & Partners Group Inc. Employee Stock Ownership Plan-70$70,040,903$2,153,360$30,762iApproximate average salary by contribution assumption: employee only about $769,057 at 4% or $512,705 at 6%; with 50% employer match about $512,705 at 4% or $341,803 at 6%; with 100% employer match about $384,529 at 4% or $256,352 at 6%.
2016180$64,521,267$2,391,721$29,897iApproximate average salary by contribution assumption: employee only about $747,413 at 4% or $498,275 at 6%; with 50% employer match about $498,275 at 4% or $332,183 at 6%; with 100% employer match about $373,706 at 4% or $249,138 at 6%.
Poten & Partners Group Inc. Employee Stock Ownership Plan-80$64,521,267$2,391,721$29,897iApproximate average salary by contribution assumption: employee only about $747,413 at 4% or $498,275 at 6%; with 50% employer match about $498,275 at 4% or $332,183 at 6%; with 100% employer match about $373,706 at 4% or $249,138 at 6%.
2015176$76,812,101$2,333,249$30,701iApproximate average salary by contribution assumption: employee only about $767,516 at 4% or $511,677 at 6%; with 50% employer match about $511,677 at 4% or $341,118 at 6%; with 100% employer match about $383,758 at 4% or $255,839 at 6%.
Poten & Partners Group Inc. Employee Stock Ownership Plan-76$76,812,101$2,333,249$30,701iApproximate average salary by contribution assumption: employee only about $767,516 at 4% or $511,677 at 6%; with 50% employer match about $511,677 at 4% or $341,118 at 6%; with 100% employer match about $383,758 at 4% or $255,839 at 6%.
2014170$62,924,009$2,725,927$38,942iApproximate average salary by contribution assumption: employee only about $973,545 at 4% or $649,030 at 6%; with 50% employer match about $649,030 at 4% or $432,687 at 6%; with 100% employer match about $486,773 at 4% or $324,515 at 6%.
Poten & Partners Group Inc. Employee Stock Ownership Plan-70$62,924,009$2,725,927$38,942iApproximate average salary by contribution assumption: employee only about $973,545 at 4% or $649,030 at 6%; with 50% employer match about $649,030 at 4% or $432,687 at 6%; with 100% employer match about $486,773 at 4% or $324,515 at 6%.
2013170$52,172,680$2,315,392$33,077iApproximate average salary by contribution assumption: employee only about $826,926 at 4% or $551,284 at 6%; with 50% employer match about $551,284 at 4% or $367,523 at 6%; with 100% employer match about $413,463 at 4% or $275,642 at 6%.
Poten & Partners Group Inc. Employee Stock Ownership Plan-70$52,172,680$2,315,392$33,077iApproximate average salary by contribution assumption: employee only about $826,926 at 4% or $551,284 at 6%; with 50% employer match about $551,284 at 4% or $367,523 at 6%; with 100% employer match about $413,463 at 4% or $275,642 at 6%.
2012183$34,351,240$2,315,392$27,896iApproximate average salary by contribution assumption: employee only about $697,407 at 4% or $464,938 at 6%; with 50% employer match about $464,938 at 4% or $309,959 at 6%; with 100% employer match about $348,704 at 4% or $232,469 at 6%.
Poten & Partners Group Inc. Employee Stock Ownership Plan-83$34,351,240$2,315,392$27,896iApproximate average salary by contribution assumption: employee only about $697,407 at 4% or $464,938 at 6%; with 50% employer match about $464,938 at 4% or $309,959 at 6%; with 100% employer match about $348,704 at 4% or $232,469 at 6%.
2011181$23,447,760$2,422,349$29,906iApproximate average salary by contribution assumption: employee only about $747,639 at 4% or $498,426 at 6%; with 50% employer match about $498,426 at 4% or $332,284 at 6%; with 100% employer match about $373,819 at 4% or $249,213 at 6%.
Poten & Partners Group Inc. Employee Stock Ownership Plan-81$23,447,760$2,422,349$29,906iApproximate average salary by contribution assumption: employee only about $747,639 at 4% or $498,426 at 6%; with 50% employer match about $498,426 at 4% or $332,284 at 6%; with 100% employer match about $373,819 at 4% or $249,213 at 6%.
2010176$26,718,160$2,315,392$30,466iApproximate average salary by contribution assumption: employee only about $761,642 at 4% or $507,761 at 6%; with 50% employer match about $507,761 at 4% or $338,508 at 6%; with 100% employer match about $380,821 at 4% or $253,881 at 6%.
Poten & Partners Group Inc. Employee Stock Ownership Plan-76$26,718,160$2,315,392$30,466iApproximate average salary by contribution assumption: employee only about $761,642 at 4% or $507,761 at 6%; with 50% employer match about $507,761 at 4% or $338,508 at 6%; with 100% employer match about $380,821 at 4% or $253,881 at 6%.
2009184$23,458,680$2,315,392$27,564iApproximate average salary by contribution assumption: employee only about $689,105 at 4% or $459,403 at 6%; with 50% employer match about $459,403 at 4% or $306,269 at 6%; with 100% employer match about $344,552 at 4% or $229,702 at 6%.
Poten & Partners Group Inc. Employee Stock Ownership Plan-84$23,458,680$2,315,392$27,564iApproximate average salary by contribution assumption: employee only about $689,105 at 4% or $459,403 at 6%; with 50% employer match about $459,403 at 4% or $306,269 at 6%; with 100% employer match about $344,552 at 4% or $229,702 at 6%.
2008176$19,870,200$3,930,569$51,718iApproximate average salary by contribution assumption: employee only about $1,292,950 at 4% or $861,967 at 6%; with 50% employer match about $861,967 at 4% or $574,645 at 6%; with 100% employer match about $646,475 at 4% or $430,983 at 6%.
Poten & Partners Group Inc. Employee Stock Ownership Plan-76$19,870,200$3,930,569$51,718iApproximate average salary by contribution assumption: employee only about $1,292,950 at 4% or $861,967 at 6%; with 50% employer match about $861,967 at 4% or $574,645 at 6%; with 100% employer match about $646,475 at 4% or $430,983 at 6%.
2007176$0$0-
Poten & Partners Group Inc. Employee Stock Ownership Plan-76---