Potts & Callahan Inc.
Plan context: Potts & Callahan Inc. Employee Stock Ownership Plan
EIN 52-0542808 • Baltimore, MD • 26 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
17
2024 Assets
$2,058,855
2024 Contributions
$189,903
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 17 | $2,058,855 | $189,903 | $11,171iApproximate average salary by contribution assumption: employee only about $279,269 at 4% or $186,179 at 6%; with 50% employer match about $186,179 at 4% or $124,120 at 6%; with 100% employer match about $139,635 at 4% or $93,090 at 6%. |
| Potts & Callahan Inc. Employee Stock Ownership Plan | - | 17 | $2,058,855 | $189,903 | $11,171iApproximate average salary by contribution assumption: employee only about $279,269 at 4% or $186,179 at 6%; with 50% employer match about $186,179 at 4% or $124,120 at 6%; with 100% employer match about $139,635 at 4% or $93,090 at 6%. |
| 2023 | 1 | 20 | $4,957,685 | $164,520 | $8,226iApproximate average salary by contribution assumption: employee only about $205,650 at 4% or $137,100 at 6%; with 50% employer match about $137,100 at 4% or $91,400 at 6%; with 100% employer match about $102,825 at 4% or $68,550 at 6%. |
| Potts & Callahan Inc. Employee Stock Ownership Plan | - | 20 | $4,957,685 | $164,520 | $8,226iApproximate average salary by contribution assumption: employee only about $205,650 at 4% or $137,100 at 6%; with 50% employer match about $137,100 at 4% or $91,400 at 6%; with 100% employer match about $102,825 at 4% or $68,550 at 6%. |
| 2022 | 1 | 18 | $11,348,229 | $230,050 | $12,781iApproximate average salary by contribution assumption: employee only about $319,514 at 4% or $213,009 at 6%; with 50% employer match about $213,009 at 4% or $142,006 at 6%; with 100% employer match about $159,757 at 4% or $106,505 at 6%. |
| Potts & Callahan Inc. Employee Stock Ownership Plan | - | 18 | $11,348,229 | $230,050 | $12,781iApproximate average salary by contribution assumption: employee only about $319,514 at 4% or $213,009 at 6%; with 50% employer match about $213,009 at 4% or $142,006 at 6%; with 100% employer match about $159,757 at 4% or $106,505 at 6%. |
| 2021 | 1 | 20 | $13,477,764 | $284,085 | $14,204iApproximate average salary by contribution assumption: employee only about $355,106 at 4% or $236,738 at 6%; with 50% employer match about $236,738 at 4% or $157,825 at 6%; with 100% employer match about $177,553 at 4% or $118,369 at 6%. |
| Potts & Callahan Inc. Employee Stock Ownership Plan | - | 20 | $13,477,764 | $284,085 | $14,204iApproximate average salary by contribution assumption: employee only about $355,106 at 4% or $236,738 at 6%; with 50% employer match about $236,738 at 4% or $157,825 at 6%; with 100% employer match about $177,553 at 4% or $118,369 at 6%. |
| 2020 | 1 | 21 | $13,952,612 | $251,540 | $11,978iApproximate average salary by contribution assumption: employee only about $299,452 at 4% or $199,635 at 6%; with 50% employer match about $199,635 at 4% or $133,090 at 6%; with 100% employer match about $149,726 at 4% or $99,817 at 6%. |
| Potts & Callahan Inc. Employee Stock Ownership Plan | - | 21 | $13,952,612 | $251,540 | $11,978iApproximate average salary by contribution assumption: employee only about $299,452 at 4% or $199,635 at 6%; with 50% employer match about $199,635 at 4% or $133,090 at 6%; with 100% employer match about $149,726 at 4% or $99,817 at 6%. |
| 2019 | 1 | 24 | $13,147,960 | $229,166 | $9,549iApproximate average salary by contribution assumption: employee only about $238,715 at 4% or $159,143 at 6%; with 50% employer match about $159,143 at 4% or $106,095 at 6%; with 100% employer match about $119,357 at 4% or $79,572 at 6%. |
| Potts & Callahan Inc. Employee Stock Ownership Plan | - | 24 | $13,147,960 | $229,166 | $9,549iApproximate average salary by contribution assumption: employee only about $238,715 at 4% or $159,143 at 6%; with 50% employer match about $159,143 at 4% or $106,095 at 6%; with 100% employer match about $119,357 at 4% or $79,572 at 6%. |
| 2018 | 1 | 24 | $13,890,818 | $272,796 | $11,367iApproximate average salary by contribution assumption: employee only about $284,163 at 4% or $189,442 at 6%; with 50% employer match about $189,442 at 4% or $126,294 at 6%; with 100% employer match about $142,081 at 4% or $94,721 at 6%. |
| Potts & Callahan Inc. Employee Stock Ownership Plan | - | 24 | $13,890,818 | $272,796 | $11,367iApproximate average salary by contribution assumption: employee only about $284,163 at 4% or $189,442 at 6%; with 50% employer match about $189,442 at 4% or $126,294 at 6%; with 100% employer match about $142,081 at 4% or $94,721 at 6%. |
| 2017 | 1 | 26 | $13,718,987 | $358,718 | $13,797iApproximate average salary by contribution assumption: employee only about $344,921 at 4% or $229,947 at 6%; with 50% employer match about $229,947 at 4% or $153,298 at 6%; with 100% employer match about $172,461 at 4% or $114,974 at 6%. |
| Potts & Callahan Inc. Employee Stock Ownership Plan | - | 26 | $13,718,987 | $358,718 | $13,797iApproximate average salary by contribution assumption: employee only about $344,921 at 4% or $229,947 at 6%; with 50% employer match about $229,947 at 4% or $153,298 at 6%; with 100% employer match about $172,461 at 4% or $114,974 at 6%. |
| 2016 | 1 | 26 | $15,150,275 | $309,833 | $11,917iApproximate average salary by contribution assumption: employee only about $297,916 at 4% or $198,611 at 6%; with 50% employer match about $198,611 at 4% or $132,407 at 6%; with 100% employer match about $148,958 at 4% or $99,305 at 6%. |
| Potts & Callahan Inc. Employee Stock Ownership Plan | - | 26 | $15,150,275 | $309,833 | $11,917iApproximate average salary by contribution assumption: employee only about $297,916 at 4% or $198,611 at 6%; with 50% employer match about $198,611 at 4% or $132,407 at 6%; with 100% employer match about $148,958 at 4% or $99,305 at 6%. |
| 2015 | 1 | 27 | $15,687,900 | $319,451 | $11,832iApproximate average salary by contribution assumption: employee only about $295,788 at 4% or $197,192 at 6%; with 50% employer match about $197,192 at 4% or $131,461 at 6%; with 100% employer match about $147,894 at 4% or $98,596 at 6%. |
| Potts & Callahan Inc. Employee Stock Ownership Plan | - | 27 | $15,687,900 | $319,451 | $11,832iApproximate average salary by contribution assumption: employee only about $295,788 at 4% or $197,192 at 6%; with 50% employer match about $197,192 at 4% or $131,461 at 6%; with 100% employer match about $147,894 at 4% or $98,596 at 6%. |
| 2014 | 1 | 27 | $16,584,342 | $313,943 | $11,628iApproximate average salary by contribution assumption: employee only about $290,688 at 4% or $193,792 at 6%; with 50% employer match about $193,792 at 4% or $129,195 at 6%; with 100% employer match about $145,344 at 4% or $96,896 at 6%. |
| Potts & Callahan Inc. Employee Stock Ownership Plan | - | 27 | $16,584,342 | $313,943 | $11,628iApproximate average salary by contribution assumption: employee only about $290,688 at 4% or $193,792 at 6%; with 50% employer match about $193,792 at 4% or $129,195 at 6%; with 100% employer match about $145,344 at 4% or $96,896 at 6%. |
| 2013 | 1 | 28 | $16,473,262 | $308,832 | $11,030iApproximate average salary by contribution assumption: employee only about $275,743 at 4% or $183,829 at 6%; with 50% employer match about $183,829 at 4% or $122,552 at 6%; with 100% employer match about $137,871 at 4% or $91,914 at 6%. |
| Potts & Callahan Inc. Employee Stock Ownership Plan | - | 28 | $16,473,262 | $308,832 | $11,030iApproximate average salary by contribution assumption: employee only about $275,743 at 4% or $183,829 at 6%; with 50% employer match about $183,829 at 4% or $122,552 at 6%; with 100% employer match about $137,871 at 4% or $91,914 at 6%. |
| 2012 | 1 | 28 | $14,245,085 | $1,354,687 | $48,382iApproximate average salary by contribution assumption: employee only about $1,209,542 at 4% or $806,361 at 6%; with 50% employer match about $806,361 at 4% or $537,574 at 6%; with 100% employer match about $604,771 at 4% or $403,181 at 6%. |
| Potts & Callahan Inc. Employee Stock Ownership Plan | - | 28 | $14,245,085 | $1,354,687 | $48,382iApproximate average salary by contribution assumption: employee only about $1,209,542 at 4% or $806,361 at 6%; with 50% employer match about $806,361 at 4% or $537,574 at 6%; with 100% employer match about $604,771 at 4% or $403,181 at 6%. |
| 2011 | 1 | 28 | $12,566,195 | $548,027 | $19,572iApproximate average salary by contribution assumption: employee only about $489,310 at 4% or $326,207 at 6%; with 50% employer match about $326,207 at 4% or $217,471 at 6%; with 100% employer match about $244,655 at 4% or $163,103 at 6%. |
| Potts & Callahan Inc. Employee Stock Ownership Plan | - | 28 | $12,566,195 | $548,027 | $19,572iApproximate average salary by contribution assumption: employee only about $489,310 at 4% or $326,207 at 6%; with 50% employer match about $326,207 at 4% or $217,471 at 6%; with 100% employer match about $244,655 at 4% or $163,103 at 6%. |
| 2010 | 1 | 30 | $12,787,352 | $468,976 | $15,633iApproximate average salary by contribution assumption: employee only about $390,813 at 4% or $260,542 at 6%; with 50% employer match about $260,542 at 4% or $173,695 at 6%; with 100% employer match about $195,407 at 4% or $130,271 at 6%. |
| Potts & Callahan Inc. Employee Stock Ownership Plan | - | 30 | $12,787,352 | $468,976 | $15,633iApproximate average salary by contribution assumption: employee only about $390,813 at 4% or $260,542 at 6%; with 50% employer match about $260,542 at 4% or $173,695 at 6%; with 100% employer match about $195,407 at 4% or $130,271 at 6%. |
| 2009 | 1 | 35 | $14,486,931 | $451,184 | $12,891iApproximate average salary by contribution assumption: employee only about $322,274 at 4% or $214,850 at 6%; with 50% employer match about $214,850 at 4% or $143,233 at 6%; with 100% employer match about $161,137 at 4% or $107,425 at 6%. |
| Potts & Callahan Inc. Employee Stock Ownership Plan | - | 35 | $14,486,931 | $451,184 | $12,891iApproximate average salary by contribution assumption: employee only about $322,274 at 4% or $214,850 at 6%; with 50% employer match about $214,850 at 4% or $143,233 at 6%; with 100% employer match about $161,137 at 4% or $107,425 at 6%. |
| 2008 | 1 | 38 | $0 | $0 | - |
| Potts & Callahan Inc. Employee Stock Ownership Plan | - | 38 | - | - | - |
| 2007 | 1 | 38 | $0 | $0 | - |
| Potts & Callahan Inc. Employee Stock Ownership Plan | - | 38 | - | - | - |
| 2006 | 1 | 35 | $14,479,387 | $638,006 | $18,229iApproximate average salary by contribution assumption: employee only about $455,719 at 4% or $303,812 at 6%; with 50% employer match about $303,812 at 4% or $202,542 at 6%; with 100% employer match about $227,859 at 4% or $151,906 at 6%. |
| Potts & Callahan Inc. Employee Stock Ownership Plan | - | 35 | $14,479,387 | $638,006 | $18,229iApproximate average salary by contribution assumption: employee only about $455,719 at 4% or $303,812 at 6%; with 50% employer match about $303,812 at 4% or $202,542 at 6%; with 100% employer match about $227,859 at 4% or $151,906 at 6%. |
| 2005 | 1 | 35 | $12,218,063 | $509,975 | $14,571iApproximate average salary by contribution assumption: employee only about $364,268 at 4% or $242,845 at 6%; with 50% employer match about $242,845 at 4% or $161,897 at 6%; with 100% employer match about $182,134 at 4% or $121,423 at 6%. |
| Potts & Callahan Inc. Employee Stock Ownership Plan | - | 35 | $12,218,063 | $509,975 | $14,571iApproximate average salary by contribution assumption: employee only about $364,268 at 4% or $242,845 at 6%; with 50% employer match about $242,845 at 4% or $161,897 at 6%; with 100% employer match about $182,134 at 4% or $121,423 at 6%. |
| 2004 | 1 | 39 | $11,019,148 | $479,392 | $12,292iApproximate average salary by contribution assumption: employee only about $307,303 at 4% or $204,868 at 6%; with 50% employer match about $204,868 at 4% or $136,579 at 6%; with 100% employer match about $153,651 at 4% or $102,434 at 6%. |
| Potts & Callahan Inc. Employee Stock Ownership Plan | - | 39 | $11,019,148 | $479,392 | $12,292iApproximate average salary by contribution assumption: employee only about $307,303 at 4% or $204,868 at 6%; with 50% employer match about $204,868 at 4% or $136,579 at 6%; with 100% employer match about $153,651 at 4% or $102,434 at 6%. |
| 2003 | 1 | 38 | $11,162,046 | $330,162 | $8,688iApproximate average salary by contribution assumption: employee only about $217,212 at 4% or $144,808 at 6%; with 50% employer match about $144,808 at 4% or $96,539 at 6%; with 100% employer match about $108,606 at 4% or $72,404 at 6%. |
| Potts & Callahan Inc. Employee Stock Ownership Plan | - | 38 | $11,162,046 | $330,162 | $8,688iApproximate average salary by contribution assumption: employee only about $217,212 at 4% or $144,808 at 6%; with 50% employer match about $144,808 at 4% or $96,539 at 6%; with 100% employer match about $108,606 at 4% or $72,404 at 6%. |
| 2002 | 1 | 37 | $10,345,089 | $361,701 | $9,776iApproximate average salary by contribution assumption: employee only about $244,393 at 4% or $162,928 at 6%; with 50% employer match about $162,928 at 4% or $108,619 at 6%; with 100% employer match about $122,196 at 4% or $81,464 at 6%. |
| Potts & Callahan Inc. Employee Stock Ownership Plan | - | 37 | $10,345,089 | $361,701 | $9,776iApproximate average salary by contribution assumption: employee only about $244,393 at 4% or $162,928 at 6%; with 50% employer match about $162,928 at 4% or $108,619 at 6%; with 100% employer match about $122,196 at 4% or $81,464 at 6%. |
| 2001 | 1 | 37 | $0 | $0 | - |
| Potts & Callahan Inc. Employee Stock Ownership Plan | - | 37 | - | - | - |
| 2000 | 1 | 37 | $0 | $0 | - |
| Potts & Callahan Inc. Employee Stock Ownership Plan | - | 37 | - | - | - |
| 1999 | 1 | 35 | $9,766,181 | $466,757 | $13,336iApproximate average salary by contribution assumption: employee only about $333,398 at 4% or $222,265 at 6%; with 50% employer match about $222,265 at 4% or $148,177 at 6%; with 100% employer match about $166,699 at 4% or $111,133 at 6%. |
| Potts & Callahan Inc. Employee Stock Ownership Plan | - | 35 | $9,766,181 | $466,757 | $13,336iApproximate average salary by contribution assumption: employee only about $333,398 at 4% or $222,265 at 6%; with 50% employer match about $222,265 at 4% or $148,177 at 6%; with 100% employer match about $166,699 at 4% or $111,133 at 6%. |