Civic Intelligence

Potter & Company

Plan context: POTTER & COMPANY, INC. 401(K) PLAN

EIN 54-1298047 • Virginia Beach, VA • 13 filings • 2 plans

1604 Hilltop Executive CenterSuite 202Virginia Beach, VA 23451
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$3,156,527

2024 Contributions

$101,035

Historical Graphs

Total Assets Over Time

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

$3,156,527$1,578,264$0199920192024YearValue
$3,156,527Latest year 2024

Participants Over Time

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

1050199920182024YearValue
8Latest 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
202418$3,156,527$101,035$12,629iApproximate average salary by contribution assumption: employee only about $315,734 at 4% or $210,490 at 6%; with 50% employer match about $210,490 at 4% or $140,326 at 6%; with 100% employer match about $157,867 at 4% or $105,245 at 6%.
POTTER & COMPANY, INC. 401(K) PLAN-8$3,156,527$101,035$12,629iApproximate average salary by contribution assumption: employee only about $315,734 at 4% or $210,490 at 6%; with 50% employer match about $210,490 at 4% or $140,326 at 6%; with 100% employer match about $157,867 at 4% or $105,245 at 6%.
202318$2,837,727$100,163$12,520iApproximate average salary by contribution assumption: employee only about $313,009 at 4% or $208,673 at 6%; with 50% employer match about $208,673 at 4% or $139,115 at 6%; with 100% employer match about $156,505 at 4% or $104,336 at 6%.
POTTER & COMPANY, INC. 401(K) PLAN-8$2,837,727$100,163$12,520iApproximate average salary by contribution assumption: employee only about $313,009 at 4% or $208,673 at 6%; with 50% employer match about $208,673 at 4% or $139,115 at 6%; with 100% employer match about $156,505 at 4% or $104,336 at 6%.
202217$2,434,273$121,293$17,328iApproximate average salary by contribution assumption: employee only about $433,189 at 4% or $288,793 at 6%; with 50% employer match about $288,793 at 4% or $192,529 at 6%; with 100% employer match about $216,595 at 4% or $144,396 at 6%.
POTTER & COMPANY, INC. 401(K) PLAN-7$2,434,273$121,293$17,328iApproximate average salary by contribution assumption: employee only about $433,189 at 4% or $288,793 at 6%; with 50% employer match about $288,793 at 4% or $192,529 at 6%; with 100% employer match about $216,595 at 4% or $144,396 at 6%.
202119$2,752,054$125,383$13,931iApproximate average salary by contribution assumption: employee only about $348,286 at 4% or $232,191 at 6%; with 50% employer match about $232,191 at 4% or $154,794 at 6%; with 100% employer match about $174,143 at 4% or $116,095 at 6%.
POTTER & COMPANY, INC. 401(K) PLAN-9$2,752,054$125,383$13,931iApproximate average salary by contribution assumption: employee only about $348,286 at 4% or $232,191 at 6%; with 50% employer match about $232,191 at 4% or $154,794 at 6%; with 100% employer match about $174,143 at 4% or $116,095 at 6%.
202019$2,358,907$124,527$13,836iApproximate average salary by contribution assumption: employee only about $345,908 at 4% or $230,606 at 6%; with 50% employer match about $230,606 at 4% or $153,737 at 6%; with 100% employer match about $172,954 at 4% or $115,303 at 6%.
POTTER & COMPANY, INC. 401(K) PLAN-9$2,358,907$124,527$13,836iApproximate average salary by contribution assumption: employee only about $345,908 at 4% or $230,606 at 6%; with 50% employer match about $230,606 at 4% or $153,737 at 6%; with 100% employer match about $172,954 at 4% or $115,303 at 6%.
201919$2,006,405$123,625$13,736iApproximate average salary by contribution assumption: employee only about $343,403 at 4% or $228,935 at 6%; with 50% employer match about $228,935 at 4% or $152,623 at 6%; with 100% employer match about $171,701 at 4% or $114,468 at 6%.
POTTER & COMPANY, INC. 401(K) PLAN-9$2,006,405$123,625$13,736iApproximate average salary by contribution assumption: employee only about $343,403 at 4% or $228,935 at 6%; with 50% employer match about $228,935 at 4% or $152,623 at 6%; with 100% employer match about $171,701 at 4% or $114,468 at 6%.
2018110$1,572,121$126,065$12,607iApproximate average salary by contribution assumption: employee only about $315,163 at 4% or $210,108 at 6%; with 50% employer match about $210,108 at 4% or $140,072 at 6%; with 100% employer match about $157,581 at 4% or $105,054 at 6%.
POTTER & COMPANY, INC. 401(K) PLAN-10$1,572,121$126,065$12,607iApproximate average salary by contribution assumption: employee only about $315,163 at 4% or $210,108 at 6%; with 50% employer match about $210,108 at 4% or $140,072 at 6%; with 100% employer match about $157,581 at 4% or $105,054 at 6%.
201719$1,595,018$122,400$13,600iApproximate average salary by contribution assumption: employee only about $340,000 at 4% or $226,667 at 6%; with 50% employer match about $226,667 at 4% or $151,111 at 6%; with 100% employer match about $170,000 at 4% or $113,333 at 6%.
POTTER & COMPANY, INC. 401(K) PLAN-9$1,595,018$122,400$13,600iApproximate average salary by contribution assumption: employee only about $340,000 at 4% or $226,667 at 6%; with 50% employer match about $226,667 at 4% or $151,111 at 6%; with 100% employer match about $170,000 at 4% or $113,333 at 6%.
201617$1,284,458$98,955$14,136iApproximate average salary by contribution assumption: employee only about $353,411 at 4% or $235,607 at 6%; with 50% employer match about $235,607 at 4% or $157,071 at 6%; with 100% employer match about $176,705 at 4% or $117,804 at 6%.
POTTER & COMPANY, INC. 401(K) PLAN-7$1,284,458$98,955$14,136iApproximate average salary by contribution assumption: employee only about $353,411 at 4% or $235,607 at 6%; with 50% employer match about $235,607 at 4% or $157,071 at 6%; with 100% employer match about $176,705 at 4% or $117,804 at 6%.
200216$183,257$29,951$4,992iApproximate average salary by contribution assumption: employee only about $124,796 at 4% or $83,197 at 6%; with 50% employer match about $83,197 at 4% or $55,465 at 6%; with 100% employer match about $62,398 at 4% or $41,599 at 6%.
Potter & Company 401K Plan-6$183,257$29,951$4,992iApproximate average salary by contribution assumption: employee only about $124,796 at 4% or $83,197 at 6%; with 50% employer match about $83,197 at 4% or $55,465 at 6%; with 100% employer match about $62,398 at 4% or $41,599 at 6%.
200118$0$0-
Potter & Company 401K Plan-8---
200016$0$0-
Potter & Company 401K Plan-6---
199918$286,618$34,305$4,288iApproximate average salary by contribution assumption: employee only about $107,203 at 4% or $71,469 at 6%; with 50% employer match about $71,469 at 4% or $47,646 at 6%; with 100% employer match about $53,602 at 4% or $35,734 at 6%.
Potter & Company 401K Plan-8$286,618$34,305$4,288iApproximate average salary by contribution assumption: employee only about $107,203 at 4% or $71,469 at 6%; with 50% employer match about $71,469 at 4% or $47,646 at 6%; with 100% employer match about $53,602 at 4% or $35,734 at 6%.