Civic Intelligence

Potomac Partners Group LLC

Plan context: Potomac Partners Group LLC Cash Balance Plan

EIN 55-0831283 • Bethesda, MD • 4 filings • 2 plans

6500 Rock Spring DriveSuite 450Bethesda, MD 20817
Current Snapshot

Latest Year

2009

2009 Participants

20

2009 Assets

$840,542

2009 Contributions

$99,894

Historical Graphs

Total Assets Over Time

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

$840,542$420,271$0200720082009YearValue
$840,542Latest year 2009

Participants Over Time

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

20100200720082009YearValue
20Latest year 2009

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
2009220$840,542$99,894$4,995iApproximate average salary by contribution assumption: employee only about $124,868 at 4% or $83,245 at 6%; with 50% employer match about $83,245 at 4% or $55,497 at 6%; with 100% employer match about $62,434 at 4% or $41,623 at 6%.
Potomac Partners Group LLC Cash Balance Plan-20$840,542$99,894$4,995iApproximate average salary by contribution assumption: employee only about $124,868 at 4% or $83,245 at 6%; with 50% employer match about $83,245 at 4% or $55,497 at 6%; with 100% employer match about $62,434 at 4% or $41,623 at 6%.
Potomac Partners Group LLC Cash Balance Plan-0---
2008114$200,560$55,622$3,973iApproximate average salary by contribution assumption: employee only about $99,325 at 4% or $66,217 at 6%; with 50% employer match about $66,217 at 4% or $44,144 at 6%; with 100% employer match about $49,663 at 4% or $33,108 at 6%.
Potomac Partners Group LLC Cash Balance Plan-14$200,560$55,622$3,973iApproximate average salary by contribution assumption: employee only about $99,325 at 4% or $66,217 at 6%; with 50% employer match about $66,217 at 4% or $44,144 at 6%; with 100% employer match about $49,663 at 4% or $33,108 at 6%.
2007115$205,310$205,310$13,687iApproximate average salary by contribution assumption: employee only about $342,183 at 4% or $228,122 at 6%; with 50% employer match about $228,122 at 4% or $152,081 at 6%; with 100% employer match about $171,092 at 4% or $114,061 at 6%.
Potomac Partners Group LLC Cash Balance Plan-15$205,310$205,310$13,687iApproximate average salary by contribution assumption: employee only about $342,183 at 4% or $228,122 at 6%; with 50% employer match about $228,122 at 4% or $152,081 at 6%; with 100% employer match about $171,092 at 4% or $114,061 at 6%.
Potomac Partners Group LLC | EIN 55-0831283 | 2009 Form 5500 Company Profile