Poti & Walton & Associates PC.
Plan context: The Poti & Walton & Associates PC. Retirement Plan
EIN 54-1591796 • 4 filings • 4 plans
Current Snapshot
Latest Year
2002
2002 Participants
15
2002 Assets
$240,083
2002 Contributions
$58,188
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 |
|---|---|---|---|---|---|
| 2002 | 1 | 15 | $240,083 | $58,188 | $3,879iApproximate average salary by contribution assumption: employee only about $96,980 at 4% or $64,653 at 6%; with 50% employer match about $64,653 at 4% or $43,102 at 6%; with 100% employer match about $48,490 at 4% or $32,327 at 6%. |
| The Poti & Walton & Associates PC. Retirement Plan | - | 15 | $240,083 | $58,188 | $3,879iApproximate average salary by contribution assumption: employee only about $96,980 at 4% or $64,653 at 6%; with 50% employer match about $64,653 at 4% or $43,102 at 6%; with 100% employer match about $48,490 at 4% or $32,327 at 6%. |
| 2001 | 1 | 6 | $0 | $0 | - |
| The Poti & Walton & Associates PC. Retirement Plan | - | 6 | - | - | - |
| 2000 | 1 | 8 | $0 | $0 | - |
| The Poti & Walton & Associates PC. Retirement Plan | - | 8 | - | - | - |
| 1999 | 1 | 9 | $315,442 | $56,036 | $6,226iApproximate average salary by contribution assumption: employee only about $155,656 at 4% or $103,770 at 6%; with 50% employer match about $103,770 at 4% or $69,180 at 6%; with 100% employer match about $77,828 at 4% or $51,885 at 6%. |
| The Poti & Walton & Associates PC. Retirement Plan | - | 9 | $315,442 | $56,036 | $6,226iApproximate average salary by contribution assumption: employee only about $155,656 at 4% or $103,770 at 6%; with 50% employer match about $103,770 at 4% or $69,180 at 6%; with 100% employer match about $77,828 at 4% or $51,885 at 6%. |