Current Snapshot
Latest Year
2025
2025 Participants
142
2025 Assets
$1,925,776
2025 Contributions
$1,856,931
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 142 | $0 | $0 | - |
| Potentis Capital LLC | - | 142 | - | - | - |
| 2024 | 2 | 168 | $1,925,776 | $1,856,931 | $11,053iApproximate average salary by contribution assumption: employee only about $276,329 at 4% or $184,219 at 6%; with 50% employer match about $184,219 at 4% or $122,813 at 6%; with 100% employer match about $138,165 at 4% or $92,110 at 6%. |
| Potentis Capital LLC | - | 138 | $1,925,776 | $1,856,931 | $13,456iApproximate average salary by contribution assumption: employee only about $336,401 at 4% or $224,267 at 6%; with 50% employer match about $224,267 at 4% or $149,511 at 6%; with 100% employer match about $168,200 at 4% or $112,134 at 6%. |
| Potentis Capital LLC | - | 168 | - | - | - |
| 2023 | 1 | 135 | $0 | $0 | - |
| Potentis Capital LLC | - | 135 | - | - | - |