Civic Intelligence

Potter & Company, P.A.

Plan context: Potter & Company, P.A. 401(K) Profit Sharing Plan

EIN 56-1220683 • Monroe, NC • 26 filings • 6 plans

114 N. Church StreetMonroe, NC 28112
Current Snapshot

Latest Year

2024

2024 Participants

44

2024 Assets

$9,954,162

2024 Contributions

$634,128

Historical Graphs

Total Assets Over Time

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

$9,954,162$4,977,081$0200020132024YearValue
$9,954,162Latest year 2024

Participants Over Time

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

44220200020122024YearValue
44Latest 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
2024144$9,954,162$634,128$14,412iApproximate average salary by contribution assumption: employee only about $360,300 at 4% or $240,200 at 6%; with 50% employer match about $240,200 at 4% or $160,133 at 6%; with 100% employer match about $180,150 at 4% or $120,100 at 6%.
Potter & Company, P.A. 401(K) Profit Sharing Plan-44$9,954,162$634,128$14,412iApproximate average salary by contribution assumption: employee only about $360,300 at 4% or $240,200 at 6%; with 50% employer match about $240,200 at 4% or $160,133 at 6%; with 100% employer match about $180,150 at 4% or $120,100 at 6%.
2023133$8,209,793$588,184$17,824iApproximate average salary by contribution assumption: employee only about $445,594 at 4% or $297,063 at 6%; with 50% employer match about $297,063 at 4% or $198,042 at 6%; with 100% employer match about $222,797 at 4% or $148,531 at 6%.
Potter & Company, P.A. 401(K) Profit Sharing Plan-33$8,209,793$588,184$17,824iApproximate average salary by contribution assumption: employee only about $445,594 at 4% or $297,063 at 6%; with 50% employer match about $297,063 at 4% or $198,042 at 6%; with 100% employer match about $222,797 at 4% or $148,531 at 6%.
2022127$6,628,708$529,403$19,608iApproximate average salary by contribution assumption: employee only about $490,188 at 4% or $326,792 at 6%; with 50% employer match about $326,792 at 4% or $217,861 at 6%; with 100% employer match about $245,094 at 4% or $163,396 at 6%.
Potter & Company, P.A. 401(K) Profit Sharing Plan-27$6,628,708$529,403$19,608iApproximate average salary by contribution assumption: employee only about $490,188 at 4% or $326,792 at 6%; with 50% employer match about $326,792 at 4% or $217,861 at 6%; with 100% employer match about $245,094 at 4% or $163,396 at 6%.
2021130$7,551,015$467,131$15,571iApproximate average salary by contribution assumption: employee only about $389,276 at 4% or $259,517 at 6%; with 50% employer match about $259,517 at 4% or $173,011 at 6%; with 100% employer match about $194,638 at 4% or $129,759 at 6%.
Potter & Company, P.A. 401(K) Profit Sharing Plan-30$7,551,015$467,131$15,571iApproximate average salary by contribution assumption: employee only about $389,276 at 4% or $259,517 at 6%; with 50% employer match about $259,517 at 4% or $173,011 at 6%; with 100% employer match about $194,638 at 4% or $129,759 at 6%.
2020134$6,471,893$503,579$14,811iApproximate average salary by contribution assumption: employee only about $370,279 at 4% or $246,852 at 6%; with 50% employer match about $246,852 at 4% or $164,568 at 6%; with 100% employer match about $185,139 at 4% or $123,426 at 6%.
Potter & Company, P.A. 401(K) Profit Sharing Plan-34$6,471,893$503,579$14,811iApproximate average salary by contribution assumption: employee only about $370,279 at 4% or $246,852 at 6%; with 50% employer match about $246,852 at 4% or $164,568 at 6%; with 100% employer match about $185,139 at 4% or $123,426 at 6%.
2019133$5,207,570$621,529$18,834iApproximate average salary by contribution assumption: employee only about $470,855 at 4% or $313,904 at 6%; with 50% employer match about $313,904 at 4% or $209,269 at 6%; with 100% employer match about $235,428 at 4% or $156,952 at 6%.
Potter & Company, P.A. 401(K) Profit Sharing Plan-33$5,207,570$621,529$18,834iApproximate average salary by contribution assumption: employee only about $470,855 at 4% or $313,904 at 6%; with 50% employer match about $313,904 at 4% or $209,269 at 6%; with 100% employer match about $235,428 at 4% or $156,952 at 6%.
2018129$4,477,209$363,274$12,527iApproximate average salary by contribution assumption: employee only about $313,167 at 4% or $208,778 at 6%; with 50% employer match about $208,778 at 4% or $139,185 at 6%; with 100% employer match about $156,584 at 4% or $104,389 at 6%.
Potter & Company, P.A. 401(K) Profit Sharing Plan-29$4,477,209$363,274$12,527iApproximate average salary by contribution assumption: employee only about $313,167 at 4% or $208,778 at 6%; with 50% employer match about $208,778 at 4% or $139,185 at 6%; with 100% employer match about $156,584 at 4% or $104,389 at 6%.
2017131$4,468,379$321,976$10,386iApproximate average salary by contribution assumption: employee only about $259,658 at 4% or $173,105 at 6%; with 50% employer match about $173,105 at 4% or $115,404 at 6%; with 100% employer match about $129,829 at 4% or $86,553 at 6%.
Potter & Company, P.A. 401(K) Profit Sharing Plan-31$4,468,379$321,976$10,386iApproximate average salary by contribution assumption: employee only about $259,658 at 4% or $173,105 at 6%; with 50% employer match about $173,105 at 4% or $115,404 at 6%; with 100% employer match about $129,829 at 4% or $86,553 at 6%.
2016130$3,685,922$445,963$14,865iApproximate average salary by contribution assumption: employee only about $371,636 at 4% or $247,757 at 6%; with 50% employer match about $247,757 at 4% or $165,171 at 6%; with 100% employer match about $185,818 at 4% or $123,879 at 6%.
Potter & Company, P.A. 401(K) Profit Sharing Plan-30$3,685,922$445,963$14,865iApproximate average salary by contribution assumption: employee only about $371,636 at 4% or $247,757 at 6%; with 50% employer match about $247,757 at 4% or $165,171 at 6%; with 100% employer match about $185,818 at 4% or $123,879 at 6%.
2015123$3,070,975$308,680$13,421iApproximate average salary by contribution assumption: employee only about $335,522 at 4% or $223,681 at 6%; with 50% employer match about $223,681 at 4% or $149,121 at 6%; with 100% employer match about $167,761 at 4% or $111,841 at 6%.
Potter & Company, P.A. 401(K) Profit Sharing Plan-23$3,070,975$308,680$13,421iApproximate average salary by contribution assumption: employee only about $335,522 at 4% or $223,681 at 6%; with 50% employer match about $223,681 at 4% or $149,121 at 6%; with 100% employer match about $167,761 at 4% or $111,841 at 6%.
2014123$4,282,925$280,368$12,190iApproximate average salary by contribution assumption: employee only about $304,748 at 4% or $203,165 at 6%; with 50% employer match about $203,165 at 4% or $135,443 at 6%; with 100% employer match about $152,374 at 4% or $101,583 at 6%.
Potter & Company, P.A. 401(K) Profit Sharing Plan-23$4,282,925$280,368$12,190iApproximate average salary by contribution assumption: employee only about $304,748 at 4% or $203,165 at 6%; with 50% employer match about $203,165 at 4% or $135,443 at 6%; with 100% employer match about $152,374 at 4% or $101,583 at 6%.
2013123$4,210,449$296,993$12,913iApproximate average salary by contribution assumption: employee only about $322,818 at 4% or $215,212 at 6%; with 50% employer match about $215,212 at 4% or $143,475 at 6%; with 100% employer match about $161,409 at 4% or $107,606 at 6%.
Potter & Company, P.A. 401(K) Profit Sharing Plan-23$4,210,449$296,993$12,913iApproximate average salary by contribution assumption: employee only about $322,818 at 4% or $215,212 at 6%; with 50% employer match about $215,212 at 4% or $143,475 at 6%; with 100% employer match about $161,409 at 4% or $107,606 at 6%.
2012126$3,412,885$290,423$11,170iApproximate average salary by contribution assumption: employee only about $279,253 at 4% or $186,169 at 6%; with 50% employer match about $186,169 at 4% or $124,112 at 6%; with 100% employer match about $139,626 at 4% or $93,084 at 6%.
Potter & Company, P.A. 401(K) Profit Sharing Plan-26$3,412,885$290,423$11,170iApproximate average salary by contribution assumption: employee only about $279,253 at 4% or $186,169 at 6%; with 50% employer match about $186,169 at 4% or $124,112 at 6%; with 100% employer match about $139,626 at 4% or $93,084 at 6%.
2011126$2,803,481$282,621$10,870iApproximate average salary by contribution assumption: employee only about $271,751 at 4% or $181,167 at 6%; with 50% employer match about $181,167 at 4% or $120,778 at 6%; with 100% employer match about $135,875 at 4% or $90,584 at 6%.
Potter & Company, P.A. 401(K) Profit Sharing Plan-26$2,803,481$282,621$10,870iApproximate average salary by contribution assumption: employee only about $271,751 at 4% or $181,167 at 6%; with 50% employer match about $181,167 at 4% or $120,778 at 6%; with 100% employer match about $135,875 at 4% or $90,584 at 6%.
2010125$2,672,870$273,487$10,939iApproximate average salary by contribution assumption: employee only about $273,487 at 4% or $182,325 at 6%; with 50% employer match about $182,325 at 4% or $121,550 at 6%; with 100% employer match about $136,744 at 4% or $91,162 at 6%.
Potter & Company, P.A. 401(K) Profit Sharing Plan-25$2,672,870$273,487$10,939iApproximate average salary by contribution assumption: employee only about $273,487 at 4% or $182,325 at 6%; with 50% employer match about $182,325 at 4% or $121,550 at 6%; with 100% employer match about $136,744 at 4% or $91,162 at 6%.
2009125$2,083,239$251,562$10,062iApproximate average salary by contribution assumption: employee only about $251,562 at 4% or $167,708 at 6%; with 50% employer match about $167,708 at 4% or $111,805 at 6%; with 100% employer match about $125,781 at 4% or $83,854 at 6%.
Potter & Company, P.A. 401(K) Profit Sharing Plan-25$2,083,239$251,562$10,062iApproximate average salary by contribution assumption: employee only about $251,562 at 4% or $167,708 at 6%; with 50% employer match about $167,708 at 4% or $111,805 at 6%; with 100% employer match about $125,781 at 4% or $83,854 at 6%.
2008125$1,614,276$250,109$10,004iApproximate average salary by contribution assumption: employee only about $250,109 at 4% or $166,739 at 6%; with 50% employer match about $166,739 at 4% or $111,160 at 6%; with 100% employer match about $125,055 at 4% or $83,370 at 6%.
Potter & Company, P.A. 401(K) Profit Sharing Plan-25$1,614,276$250,109$10,004iApproximate average salary by contribution assumption: employee only about $250,109 at 4% or $166,739 at 6%; with 50% employer match about $166,739 at 4% or $111,160 at 6%; with 100% employer match about $125,055 at 4% or $83,370 at 6%.
2007125$0$0-
Potter & Company, P.A. 401(K) Profit Sharing Plan-25---
2006123$1,912,677$191,356$8,320iApproximate average salary by contribution assumption: employee only about $207,996 at 4% or $138,664 at 6%; with 50% employer match about $138,664 at 4% or $92,443 at 6%; with 100% employer match about $103,998 at 4% or $69,332 at 6%.
Potter & Company, P.A. 401(K) Profit Sharing Plan-23$1,912,677$191,356$8,320iApproximate average salary by contribution assumption: employee only about $207,996 at 4% or $138,664 at 6%; with 50% employer match about $138,664 at 4% or $92,443 at 6%; with 100% employer match about $103,998 at 4% or $69,332 at 6%.
2005121$1,578,623$203,794$9,704iApproximate average salary by contribution assumption: employee only about $242,612 at 4% or $161,741 at 6%; with 50% employer match about $161,741 at 4% or $107,828 at 6%; with 100% employer match about $121,306 at 4% or $80,871 at 6%.
Potter & Company, P.A. 401(K) Profit Sharing Plan-21$1,578,623$203,794$9,704iApproximate average salary by contribution assumption: employee only about $242,612 at 4% or $161,741 at 6%; with 50% employer match about $161,741 at 4% or $107,828 at 6%; with 100% employer match about $121,306 at 4% or $80,871 at 6%.
2004121$1,478,438$164,795$7,847iApproximate average salary by contribution assumption: employee only about $196,185 at 4% or $130,790 at 6%; with 50% employer match about $130,790 at 4% or $87,193 at 6%; with 100% employer match about $98,092 at 4% or $65,395 at 6%.
Potter & Company, P.A. 401(K) Profit Sharing Plan-21$1,478,438$164,795$7,847iApproximate average salary by contribution assumption: employee only about $196,185 at 4% or $130,790 at 6%; with 50% employer match about $130,790 at 4% or $87,193 at 6%; with 100% employer match about $98,092 at 4% or $65,395 at 6%.
2003123$1,198,268$137,385$5,973iApproximate average salary by contribution assumption: employee only about $149,332 at 4% or $99,554 at 6%; with 50% employer match about $99,554 at 4% or $66,370 at 6%; with 100% employer match about $74,666 at 4% or $49,777 at 6%.
Potter & Company, P.A. 401(K) Profit Sharing Plan-23$1,198,268$137,385$5,973iApproximate average salary by contribution assumption: employee only about $149,332 at 4% or $99,554 at 6%; with 50% employer match about $99,554 at 4% or $66,370 at 6%; with 100% employer match about $74,666 at 4% or $49,777 at 6%.
2002121$892,530$138,992$6,619iApproximate average salary by contribution assumption: employee only about $165,467 at 4% or $110,311 at 6%; with 50% employer match about $110,311 at 4% or $73,541 at 6%; with 100% employer match about $82,733 at 4% or $55,156 at 6%.
Potter & Company, P.A. 401(K) Profit Sharing Plan-21$892,530$138,992$6,619iApproximate average salary by contribution assumption: employee only about $165,467 at 4% or $110,311 at 6%; with 50% employer match about $110,311 at 4% or $73,541 at 6%; with 100% employer match about $82,733 at 4% or $55,156 at 6%.
2001123$997,300$125,934$5,475iApproximate average salary by contribution assumption: employee only about $136,885 at 4% or $91,257 at 6%; with 50% employer match about $91,257 at 4% or $60,838 at 6%; with 100% employer match about $68,442 at 4% or $45,628 at 6%.
Potter & Company, P.A. 401(K) Profit Sharing Plan-23$997,300$125,934$5,475iApproximate average salary by contribution assumption: employee only about $136,885 at 4% or $91,257 at 6%; with 50% employer match about $91,257 at 4% or $60,838 at 6%; with 100% employer match about $68,442 at 4% or $45,628 at 6%.
2000220$1,036$98,490$4,925iApproximate average salary by contribution assumption: employee only about $123,113 at 4% or $82,075 at 6%; with 50% employer match about $82,075 at 4% or $54,717 at 6%; with 100% employer match about $61,556 at 4% or $41,038 at 6%.
POTTER & COMPANY PA CAFETERIA PLAN-16$1,036$98,490$6,156iApproximate average salary by contribution assumption: employee only about $153,891 at 4% or $102,594 at 6%; with 50% employer match about $102,594 at 4% or $68,396 at 6%; with 100% employer match about $76,945 at 4% or $51,297 at 6%.
Potter & Company, P.A. 401(K) Profit Sharing Plan-20---