Civic Intelligence

Potter, Clement & Lowry, P.A.

Plan context: Potter & Clement 401K Profit Sharing Plan

EIN 59-2068306 • 16 filings • 4 plans

Current Snapshot

Latest Year

2014

2014 Participants

11

2014 Assets

$2,077,879

2014 Contributions

$67,770

Historical Graphs

Total Assets Over Time

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

$2,077,879$1,038,940$0199920062013YearValue
$2,077,879Latest year 2013

Participants Over Time

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

1160199920062013YearValue
11Latest year 2013

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
201410$0$67,770-
Potter & Clement 401K Profit Sharing Plan-0-$67,770-
2013111$2,077,879$94,056$8,551iApproximate average salary by contribution assumption: employee only about $213,764 at 4% or $142,509 at 6%; with 50% employer match about $142,509 at 4% or $95,006 at 6%; with 100% employer match about $106,882 at 4% or $71,255 at 6%.
Potter & Clement 401K Profit Sharing Plan-11$2,077,879$94,056$8,551iApproximate average salary by contribution assumption: employee only about $213,764 at 4% or $142,509 at 6%; with 50% employer match about $142,509 at 4% or $95,006 at 6%; with 100% employer match about $106,882 at 4% or $71,255 at 6%.
2012111$1,689,125$118,417$10,765iApproximate average salary by contribution assumption: employee only about $269,130 at 4% or $179,420 at 6%; with 50% employer match about $179,420 at 4% or $119,613 at 6%; with 100% employer match about $134,565 at 4% or $89,710 at 6%.
Potter & Clement 401K Profit Sharing Plan-11$1,689,125$118,417$10,765iApproximate average salary by contribution assumption: employee only about $269,130 at 4% or $179,420 at 6%; with 50% employer match about $179,420 at 4% or $119,613 at 6%; with 100% employer match about $134,565 at 4% or $89,710 at 6%.
2011110$1,394,085$87,533$8,753iApproximate average salary by contribution assumption: employee only about $218,832 at 4% or $145,888 at 6%; with 50% employer match about $145,888 at 4% or $97,259 at 6%; with 100% employer match about $109,416 at 4% or $72,944 at 6%.
Potter & Clement 401K Profit Sharing Plan-10$1,394,085$87,533$8,753iApproximate average salary by contribution assumption: employee only about $218,832 at 4% or $145,888 at 6%; with 50% employer match about $145,888 at 4% or $97,259 at 6%; with 100% employer match about $109,416 at 4% or $72,944 at 6%.
2010110$1,399,615$106,365$10,637iApproximate average salary by contribution assumption: employee only about $265,913 at 4% or $177,275 at 6%; with 50% employer match about $177,275 at 4% or $118,183 at 6%; with 100% employer match about $132,956 at 4% or $88,638 at 6%.
Potter & Clement 401K Profit Sharing Plan-10$1,399,615$106,365$10,637iApproximate average salary by contribution assumption: employee only about $265,913 at 4% or $177,275 at 6%; with 50% employer match about $177,275 at 4% or $118,183 at 6%; with 100% employer match about $132,956 at 4% or $88,638 at 6%.
2009110$1,246,156$115,692$11,569iApproximate average salary by contribution assumption: employee only about $289,230 at 4% or $192,820 at 6%; with 50% employer match about $192,820 at 4% or $128,547 at 6%; with 100% employer match about $144,615 at 4% or $96,410 at 6%.
Potter & Clement 401K Profit Sharing Plan-10$1,246,156$115,692$11,569iApproximate average salary by contribution assumption: employee only about $289,230 at 4% or $192,820 at 6%; with 50% employer match about $192,820 at 4% or $128,547 at 6%; with 100% employer match about $144,615 at 4% or $96,410 at 6%.
2008111$1,059,498$137,634$12,512iApproximate average salary by contribution assumption: employee only about $312,805 at 4% or $208,536 at 6%; with 50% employer match about $208,536 at 4% or $139,024 at 6%; with 100% employer match about $156,402 at 4% or $104,268 at 6%.
Potter & Clement 401K Profit Sharing Plan-11$1,059,498$137,634$12,512iApproximate average salary by contribution assumption: employee only about $312,805 at 4% or $208,536 at 6%; with 50% employer match about $208,536 at 4% or $139,024 at 6%; with 100% employer match about $156,402 at 4% or $104,268 at 6%.
2007111$0$0-
Potter & Clement 401K Profit Sharing Plan-11---
2006111$888,063$101,086$9,190iApproximate average salary by contribution assumption: employee only about $229,741 at 4% or $153,161 at 6%; with 50% employer match about $153,161 at 4% or $102,107 at 6%; with 100% employer match about $114,870 at 4% or $76,580 at 6%.
Potter & Clement 401K Profit Sharing Plan-11$888,063$101,086$9,190iApproximate average salary by contribution assumption: employee only about $229,741 at 4% or $153,161 at 6%; with 50% employer match about $153,161 at 4% or $102,107 at 6%; with 100% employer match about $114,870 at 4% or $76,580 at 6%.
200518$781,934$87,061$10,883iApproximate average salary by contribution assumption: employee only about $272,066 at 4% or $181,377 at 6%; with 50% employer match about $181,377 at 4% or $120,918 at 6%; with 100% employer match about $136,033 at 4% or $90,689 at 6%.
Potter & Clement 401K Profit Sharing Plan-8$781,934$87,061$10,883iApproximate average salary by contribution assumption: employee only about $272,066 at 4% or $181,377 at 6%; with 50% employer match about $181,377 at 4% or $120,918 at 6%; with 100% employer match about $136,033 at 4% or $90,689 at 6%.
200418$669,253$81,843$10,230iApproximate average salary by contribution assumption: employee only about $255,759 at 4% or $170,506 at 6%; with 50% employer match about $170,506 at 4% or $113,671 at 6%; with 100% employer match about $127,880 at 4% or $85,253 at 6%.
Potter & Clement 401K Profit Sharing Plan-8$669,253$81,843$10,230iApproximate average salary by contribution assumption: employee only about $255,759 at 4% or $170,506 at 6%; with 50% employer match about $170,506 at 4% or $113,671 at 6%; with 100% employer match about $127,880 at 4% or $85,253 at 6%.
200319$550,053$71,545$7,949iApproximate average salary by contribution assumption: employee only about $198,736 at 4% or $132,491 at 6%; with 50% employer match about $132,491 at 4% or $88,327 at 6%; with 100% employer match about $99,368 at 4% or $66,245 at 6%.
Potter & Clement 401K Profit Sharing Plan-9$550,053$71,545$7,949iApproximate average salary by contribution assumption: employee only about $198,736 at 4% or $132,491 at 6%; with 50% employer match about $132,491 at 4% or $88,327 at 6%; with 100% employer match about $99,368 at 4% or $66,245 at 6%.
200219$382,823$65,144$7,238iApproximate average salary by contribution assumption: employee only about $180,956 at 4% or $120,637 at 6%; with 50% employer match about $120,637 at 4% or $80,425 at 6%; with 100% employer match about $90,478 at 4% or $60,319 at 6%.
Potter & Clement 401K Profit Sharing Plan-9$382,823$65,144$7,238iApproximate average salary by contribution assumption: employee only about $180,956 at 4% or $120,637 at 6%; with 50% employer match about $120,637 at 4% or $80,425 at 6%; with 100% employer match about $90,478 at 4% or $60,319 at 6%.
200118$410,801$56,336$7,042iApproximate average salary by contribution assumption: employee only about $176,050 at 4% or $117,367 at 6%; with 50% employer match about $117,367 at 4% or $78,244 at 6%; with 100% employer match about $88,025 at 4% or $58,683 at 6%.
Potter & Clement 401K Profit Sharing Plan-8$410,801$56,336$7,042iApproximate average salary by contribution assumption: employee only about $176,050 at 4% or $117,367 at 6%; with 50% employer match about $117,367 at 4% or $78,244 at 6%; with 100% employer match about $88,025 at 4% or $58,683 at 6%.
2000110$500,288$54,799$5,480iApproximate average salary by contribution assumption: employee only about $136,998 at 4% or $91,332 at 6%; with 50% employer match about $91,332 at 4% or $60,888 at 6%; with 100% employer match about $68,499 at 4% or $45,666 at 6%.
Potter & Clement 401K Profit Sharing Plan-10$500,288$54,799$5,480iApproximate average salary by contribution assumption: employee only about $136,998 at 4% or $91,332 at 6%; with 50% employer match about $91,332 at 4% or $60,888 at 6%; with 100% employer match about $68,499 at 4% or $45,666 at 6%.
1999111$542,072$37,701$3,427iApproximate average salary by contribution assumption: employee only about $85,684 at 4% or $57,123 at 6%; with 50% employer match about $57,123 at 4% or $38,082 at 6%; with 100% employer match about $42,842 at 4% or $28,561 at 6%.
Potter & Clement 401K Profit Sharing Plan-11$542,072$37,701$3,427iApproximate average salary by contribution assumption: employee only about $85,684 at 4% or $57,123 at 6%; with 50% employer match about $57,123 at 4% or $38,082 at 6%; with 100% employer match about $42,842 at 4% or $28,561 at 6%.