Potomac Fund Management Inc.
Plan context: POTOMAC FUND MANAGEMENT, INC. 401(K) PLAN
EIN 52-1542454 • Miami, FL • 29 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
39
2024 Assets
$3,103,682
2024 Contributions
$565,389
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 | 2 | 39 | $3,103,682 | $565,389 | $14,497iApproximate average salary by contribution assumption: employee only about $362,429 at 4% or $241,619 at 6%; with 50% employer match about $241,619 at 4% or $161,079 at 6%; with 100% employer match about $181,214 at 4% or $120,810 at 6%. |
| POTOMAC FUND MANAGEMENT, INC. 401(K) PLAN | - | 39 | $2,619,987 | $398,743 | $10,224iApproximate average salary by contribution assumption: employee only about $255,604 at 4% or $170,403 at 6%; with 50% employer match about $170,403 at 4% or $113,602 at 6%; with 100% employer match about $127,802 at 4% or $85,201 at 6%. |
| Potomac Fund Management Inc. Cash Balance Pension Plan | - | 0 | $483,695 | $166,646 | - |
| 2023 | 2 | 24 | $2,254,214 | $334,778 | $13,949iApproximate average salary by contribution assumption: employee only about $348,727 at 4% or $232,485 at 6%; with 50% employer match about $232,485 at 4% or $154,990 at 6%; with 100% employer match about $174,364 at 4% or $116,242 at 6%. |
| POTOMAC FUND MANAGEMENT, INC. 401(K) PLAN | - | 24 | $1,973,431 | $200,615 | $8,359iApproximate average salary by contribution assumption: employee only about $208,974 at 4% or $139,316 at 6%; with 50% employer match about $139,316 at 4% or $92,877 at 6%; with 100% employer match about $104,487 at 4% or $69,658 at 6%. |
| Potomac Fund Management Inc. Cash Balance Pension Plan | - | 0 | $280,783 | $134,163 | - |
| 2022 | 2 | 19 | $1,573,483 | $502,642 | $26,455iApproximate average salary by contribution assumption: employee only about $661,371 at 4% or $440,914 at 6%; with 50% employer match about $440,914 at 4% or $293,943 at 6%; with 100% employer match about $330,686 at 4% or $220,457 at 6%. |
| POTOMAC FUND MANAGEMENT, INC. 401(K) PLAN | - | 19 | $1,438,520 | $367,679 | $19,352iApproximate average salary by contribution assumption: employee only about $483,788 at 4% or $322,525 at 6%; with 50% employer match about $322,525 at 4% or $215,017 at 6%; with 100% employer match about $241,894 at 4% or $161,263 at 6%. |
| Potomac Fund Management Inc. Cash Balance Pension Plan | - | 0 | $134,963 | $134,963 | - |
| 2021 | 1 | 16 | $1,170,902 | $141,699 | $8,856iApproximate average salary by contribution assumption: employee only about $221,405 at 4% or $147,603 at 6%; with 50% employer match about $147,603 at 4% or $98,402 at 6%; with 100% employer match about $110,702 at 4% or $73,802 at 6%. |
| POTOMAC FUND MANAGEMENT, INC. 401(K) PLAN | - | 16 | $1,170,902 | $141,699 | $8,856iApproximate average salary by contribution assumption: employee only about $221,405 at 4% or $147,603 at 6%; with 50% employer match about $147,603 at 4% or $98,402 at 6%; with 100% employer match about $110,702 at 4% or $73,802 at 6%. |
| 2020 | 1 | 9 | $982,973 | $77,799 | $8,644iApproximate average salary by contribution assumption: employee only about $216,108 at 4% or $144,072 at 6%; with 50% employer match about $144,072 at 4% or $96,048 at 6%; with 100% employer match about $108,054 at 4% or $72,036 at 6%. |
| POTOMAC FUND MANAGEMENT, INC. PROFIT SHARING PLAN | - | 9 | $982,973 | $77,799 | $8,644iApproximate average salary by contribution assumption: employee only about $216,108 at 4% or $144,072 at 6%; with 50% employer match about $144,072 at 4% or $96,048 at 6%; with 100% employer match about $108,054 at 4% or $72,036 at 6%. |
| 2019 | 1 | 6 | $797,782 | $68,857 | $11,476iApproximate average salary by contribution assumption: employee only about $286,904 at 4% or $191,269 at 6%; with 50% employer match about $191,269 at 4% or $127,513 at 6%; with 100% employer match about $143,452 at 4% or $95,635 at 6%. |
| POTOMAC FUND MANAGEMENT, INC. PROFIT SHARING PLAN | - | 6 | $797,782 | $68,857 | $11,476iApproximate average salary by contribution assumption: employee only about $286,904 at 4% or $191,269 at 6%; with 50% employer match about $191,269 at 4% or $127,513 at 6%; with 100% employer match about $143,452 at 4% or $95,635 at 6%. |
| 2018 | 1 | 5 | $663,329 | $75,021 | $15,004iApproximate average salary by contribution assumption: employee only about $375,105 at 4% or $250,070 at 6%; with 50% employer match about $250,070 at 4% or $166,713 at 6%; with 100% employer match about $187,553 at 4% or $125,035 at 6%. |
| POTOMAC FUND MANAGEMENT, INC. PROFIT SHARING PLAN | - | 5 | $663,329 | $75,021 | $15,004iApproximate average salary by contribution assumption: employee only about $375,105 at 4% or $250,070 at 6%; with 50% employer match about $250,070 at 4% or $166,713 at 6%; with 100% employer match about $187,553 at 4% or $125,035 at 6%. |
| 2017 | 1 | 6 | $2,080,564 | $88,645 | $14,774iApproximate average salary by contribution assumption: employee only about $369,354 at 4% or $246,236 at 6%; with 50% employer match about $246,236 at 4% or $164,157 at 6%; with 100% employer match about $184,677 at 4% or $123,118 at 6%. |
| POTOMAC FUND MANAGEMENT, INC. PROFIT SHARING PLAN | - | 6 | $2,080,564 | $88,645 | $14,774iApproximate average salary by contribution assumption: employee only about $369,354 at 4% or $246,236 at 6%; with 50% employer match about $246,236 at 4% or $164,157 at 6%; with 100% employer match about $184,677 at 4% or $123,118 at 6%. |
| 2016 | 1 | 7 | $1,736,083 | $117,291 | $16,756iApproximate average salary by contribution assumption: employee only about $418,896 at 4% or $279,264 at 6%; with 50% employer match about $279,264 at 4% or $186,176 at 6%; with 100% employer match about $209,448 at 4% or $139,632 at 6%. |
| POTOMAC FUND MANAGEMENT, INC. PROFIT SHARING PLAN | - | 7 | $1,736,083 | $117,291 | $16,756iApproximate average salary by contribution assumption: employee only about $418,896 at 4% or $279,264 at 6%; with 50% employer match about $279,264 at 4% or $186,176 at 6%; with 100% employer match about $209,448 at 4% or $139,632 at 6%. |
| 2015 | 1 | 6 | $1,550,149 | $72,052 | $12,009iApproximate average salary by contribution assumption: employee only about $300,217 at 4% or $200,144 at 6%; with 50% employer match about $200,144 at 4% or $133,430 at 6%; with 100% employer match about $150,108 at 4% or $100,072 at 6%. |
| POTOMAC FUND MANAGEMENT, INC. PROFIT SHARING PLAN | - | 6 | $1,550,149 | $72,052 | $12,009iApproximate average salary by contribution assumption: employee only about $300,217 at 4% or $200,144 at 6%; with 50% employer match about $200,144 at 4% or $133,430 at 6%; with 100% employer match about $150,108 at 4% or $100,072 at 6%. |
| 2014 | 1 | 5 | $1,621,183 | $99,503 | $19,901iApproximate average salary by contribution assumption: employee only about $497,515 at 4% or $331,677 at 6%; with 50% employer match about $331,677 at 4% or $221,118 at 6%; with 100% employer match about $248,757 at 4% or $165,838 at 6%. |
| POTOMAC FUND MANAGEMENT, INC. PROFIT SHARING PLAN | - | 5 | $1,621,183 | $99,503 | $19,901iApproximate average salary by contribution assumption: employee only about $497,515 at 4% or $331,677 at 6%; with 50% employer match about $331,677 at 4% or $221,118 at 6%; with 100% employer match about $248,757 at 4% or $165,838 at 6%. |
| 2013 | 1 | 7 | $1,393,387 | $101,324 | $14,475iApproximate average salary by contribution assumption: employee only about $361,871 at 4% or $241,248 at 6%; with 50% employer match about $241,248 at 4% or $160,832 at 6%; with 100% employer match about $180,936 at 4% or $120,624 at 6%. |
| POTOMAC FUND MANAGEMENT, INC. PROFIT SHARING PLAN | - | 7 | $1,393,387 | $101,324 | $14,475iApproximate average salary by contribution assumption: employee only about $361,871 at 4% or $241,248 at 6%; with 50% employer match about $241,248 at 4% or $160,832 at 6%; with 100% employer match about $180,936 at 4% or $120,624 at 6%. |
| 2012 | 1 | 7 | $1,038,919 | $106,821 | $15,260iApproximate average salary by contribution assumption: employee only about $381,504 at 4% or $254,336 at 6%; with 50% employer match about $254,336 at 4% or $169,557 at 6%; with 100% employer match about $190,752 at 4% or $127,168 at 6%. |
| POTOMAC FUND MANAGEMENT, INC. PROFIT SHARING PLAN | - | 7 | $1,038,919 | $106,821 | $15,260iApproximate average salary by contribution assumption: employee only about $381,504 at 4% or $254,336 at 6%; with 50% employer match about $254,336 at 4% or $169,557 at 6%; with 100% employer match about $190,752 at 4% or $127,168 at 6%. |
| 2011 | 1 | 4 | $840,756 | $92,951 | $23,238iApproximate average salary by contribution assumption: employee only about $580,944 at 4% or $387,296 at 6%; with 50% employer match about $387,296 at 4% or $258,197 at 6%; with 100% employer match about $290,472 at 4% or $193,648 at 6%. |
| POTOMAC FUND MANAGEMENT, INC. PROFIT SHARING PLAN | - | 4 | $840,756 | $92,951 | $23,238iApproximate average salary by contribution assumption: employee only about $580,944 at 4% or $387,296 at 6%; with 50% employer match about $387,296 at 4% or $258,197 at 6%; with 100% employer match about $290,472 at 4% or $193,648 at 6%. |
| 2010 | 1 | 4 | $766,750 | $104,062 | $26,016iApproximate average salary by contribution assumption: employee only about $650,388 at 4% or $433,592 at 6%; with 50% employer match about $433,592 at 4% or $289,061 at 6%; with 100% employer match about $325,194 at 4% or $216,796 at 6%. |
| POTOMAC FUND MANAGEMENT, INC. PROFIT SHARING PLAN | - | 4 | $766,750 | $104,062 | $26,016iApproximate average salary by contribution assumption: employee only about $650,388 at 4% or $433,592 at 6%; with 50% employer match about $433,592 at 4% or $289,061 at 6%; with 100% employer match about $325,194 at 4% or $216,796 at 6%. |
| 2009 | 1 | 5 | $592,296 | $80,046 | $16,009iApproximate average salary by contribution assumption: employee only about $400,230 at 4% or $266,820 at 6%; with 50% employer match about $266,820 at 4% or $177,880 at 6%; with 100% employer match about $200,115 at 4% or $133,410 at 6%. |
| POTOMAC FUND MANAGEMENT INC PROFIT SHARING PLAN | - | 5 | $592,296 | $80,046 | $16,009iApproximate average salary by contribution assumption: employee only about $400,230 at 4% or $266,820 at 6%; with 50% employer match about $266,820 at 4% or $177,880 at 6%; with 100% employer match about $200,115 at 4% or $133,410 at 6%. |
| 2008 | 1 | 5 | $429,802 | $78,632 | $15,726iApproximate average salary by contribution assumption: employee only about $393,160 at 4% or $262,107 at 6%; with 50% employer match about $262,107 at 4% or $174,738 at 6%; with 100% employer match about $196,580 at 4% or $131,053 at 6%. |
| POTOMAC FUND MANAGEMENT, INC. PROFIT SHARING PLAN | - | 5 | $429,802 | $78,632 | $15,726iApproximate average salary by contribution assumption: employee only about $393,160 at 4% or $262,107 at 6%; with 50% employer match about $262,107 at 4% or $174,738 at 6%; with 100% employer match about $196,580 at 4% or $131,053 at 6%. |
| 2007 | 1 | 3 | $0 | $0 | - |
| POTOMAC FUND MANAGEMENT, INC. PROFIT SHARING PLAN | - | 3 | - | - | - |
| 2006 | 1 | 3 | $316,969 | $55,229 | $18,410iApproximate average salary by contribution assumption: employee only about $460,242 at 4% or $306,828 at 6%; with 50% employer match about $306,828 at 4% or $204,552 at 6%; with 100% employer match about $230,121 at 4% or $153,414 at 6%. |
| POTOMAC FUND MANAGEMENT, INC. PROFIT SHARING PLAN | - | 3 | $316,969 | $55,229 | $18,410iApproximate average salary by contribution assumption: employee only about $460,242 at 4% or $306,828 at 6%; with 50% employer match about $306,828 at 4% or $204,552 at 6%; with 100% employer match about $230,121 at 4% or $153,414 at 6%. |
| 2005 | 1 | 2 | $252,765 | $50,104 | $25,052iApproximate average salary by contribution assumption: employee only about $626,300 at 4% or $417,533 at 6%; with 50% employer match about $417,533 at 4% or $278,356 at 6%; with 100% employer match about $313,150 at 4% or $208,767 at 6%. |
| POTOMAC FUND MANAGEMENT, INC. PROFIT SHARING PLAN | - | 2 | $252,765 | $50,104 | $25,052iApproximate average salary by contribution assumption: employee only about $626,300 at 4% or $417,533 at 6%; with 50% employer match about $417,533 at 4% or $278,356 at 6%; with 100% employer match about $313,150 at 4% or $208,767 at 6%. |
| 2004 | 1 | 2 | $200,618 | $42,898 | $21,449iApproximate average salary by contribution assumption: employee only about $536,225 at 4% or $357,483 at 6%; with 50% employer match about $357,483 at 4% or $238,322 at 6%; with 100% employer match about $268,113 at 4% or $178,742 at 6%. |
| POTOMAC FUND MANAGEMENT, INC. PROFIT SHARING PLAN | - | 2 | $200,618 | $42,898 | $21,449iApproximate average salary by contribution assumption: employee only about $536,225 at 4% or $357,483 at 6%; with 50% employer match about $357,483 at 4% or $238,322 at 6%; with 100% employer match about $268,113 at 4% or $178,742 at 6%. |
| 2003 | 1 | 2 | $1,003,413 | $72,682 | $36,341iApproximate average salary by contribution assumption: employee only about $908,525 at 4% or $605,683 at 6%; with 50% employer match about $605,683 at 4% or $403,789 at 6%; with 100% employer match about $454,263 at 4% or $302,842 at 6%. |
| POTOMAC FUND MANAGEMENT, INC. PROFIT SHARING PLAN | - | 2 | $1,003,413 | $72,682 | $36,341iApproximate average salary by contribution assumption: employee only about $908,525 at 4% or $605,683 at 6%; with 50% employer match about $605,683 at 4% or $403,789 at 6%; with 100% employer match about $454,263 at 4% or $302,842 at 6%. |
| 2002 | 1 | 2 | $703,141 | $44,326 | $22,163iApproximate average salary by contribution assumption: employee only about $554,075 at 4% or $369,383 at 6%; with 50% employer match about $369,383 at 4% or $246,256 at 6%; with 100% employer match about $277,038 at 4% or $184,692 at 6%. |
| POTOMAC FUND MANAGEMENT, INC PROFIT SHARING PLAN | - | 2 | $703,141 | $44,326 | $22,163iApproximate average salary by contribution assumption: employee only about $554,075 at 4% or $369,383 at 6%; with 50% employer match about $369,383 at 4% or $246,256 at 6%; with 100% employer match about $277,038 at 4% or $184,692 at 6%. |
| 2001 | 1 | 6 | $683,659 | $55,855 | $9,309iApproximate average salary by contribution assumption: employee only about $232,729 at 4% or $155,153 at 6%; with 50% employer match about $155,153 at 4% or $103,435 at 6%; with 100% employer match about $116,365 at 4% or $77,576 at 6%. |
| POTOMAC FUND MANAGEMENT, INC PROFIT SHARING PLAN | - | 6 | $683,659 | $55,855 | $9,309iApproximate average salary by contribution assumption: employee only about $232,729 at 4% or $155,153 at 6%; with 50% employer match about $155,153 at 4% or $103,435 at 6%; with 100% employer match about $116,365 at 4% or $77,576 at 6%. |
| 2000 | 1 | 5 | $0 | $0 | - |
| POTOMAC FUND MANAGEMENT, INC. PROFIT-SHARING PLAN | - | 5 | - | - | - |
| 1999 | 1 | 6 | $773,687 | $55,980 | $9,330iApproximate average salary by contribution assumption: employee only about $233,250 at 4% or $155,500 at 6%; with 50% employer match about $155,500 at 4% or $103,667 at 6%; with 100% employer match about $116,625 at 4% or $77,750 at 6%. |
| Potomac Fund Management Inc. Profit-Sharing Plan | - | 6 | $773,687 | $55,980 | $9,330iApproximate average salary by contribution assumption: employee only about $233,250 at 4% or $155,500 at 6%; with 50% employer match about $155,500 at 4% or $103,667 at 6%; with 100% employer match about $116,625 at 4% or $77,750 at 6%. |