Civic Intelligence

Potter, Bryant, & Moore PC.

Plan context: Potter, Bryant, & Moore PC. 401 K Profit Sharing Plan

EIN 63-0966970 • Birmingham, AL • 26 filings • 7 plans

234 Aquarius Drive, Suite 109Birmingham, AL 35209
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$1,799,320

2024 Contributions

$72,651

Historical Graphs

Total Assets Over Time

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

$2,008,067$1,004,034$0199920132024YearValue
$1,799,320Latest year 2024

Participants Over Time

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

950199920122024YearValue
7Latest 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
202417$1,799,320$72,651$10,379iApproximate average salary by contribution assumption: employee only about $259,468 at 4% or $172,979 at 6%; with 50% employer match about $172,979 at 4% or $115,319 at 6%; with 100% employer match about $129,734 at 4% or $86,489 at 6%.
Potter, Bryant, & Moore PC. 401 K Profit Sharing Plan-7$1,799,320$72,651$10,379iApproximate average salary by contribution assumption: employee only about $259,468 at 4% or $172,979 at 6%; with 50% employer match about $172,979 at 4% or $115,319 at 6%; with 100% employer match about $129,734 at 4% or $86,489 at 6%.
202315$1,476,451$65,441$13,088iApproximate average salary by contribution assumption: employee only about $327,205 at 4% or $218,137 at 6%; with 50% employer match about $218,137 at 4% or $145,424 at 6%; with 100% employer match about $163,603 at 4% or $109,068 at 6%.
Potter, Bryant, & Moore PC. 401 K Profit Sharing Plan-5$1,476,451$65,441$13,088iApproximate average salary by contribution assumption: employee only about $327,205 at 4% or $218,137 at 6%; with 50% employer match about $218,137 at 4% or $145,424 at 6%; with 100% employer match about $163,603 at 4% or $109,068 at 6%.
202215$1,171,822$58,200$11,640iApproximate average salary by contribution assumption: employee only about $291,000 at 4% or $194,000 at 6%; with 50% employer match about $194,000 at 4% or $129,333 at 6%; with 100% employer match about $145,500 at 4% or $97,000 at 6%.
Potter, Bryant, & Moore PC. 401 K Profit Sharing Plan-5$1,171,822$58,200$11,640iApproximate average salary by contribution assumption: employee only about $291,000 at 4% or $194,000 at 6%; with 50% employer match about $194,000 at 4% or $129,333 at 6%; with 100% employer match about $145,500 at 4% or $97,000 at 6%.
202116$1,425,273$55,722$9,287iApproximate average salary by contribution assumption: employee only about $232,175 at 4% or $154,783 at 6%; with 50% employer match about $154,783 at 4% or $103,189 at 6%; with 100% employer match about $116,088 at 4% or $77,392 at 6%.
Potter, Bryant, & Moore PC. 401 K Profit Sharing Plan-6$1,425,273$55,722$9,287iApproximate average salary by contribution assumption: employee only about $232,175 at 4% or $154,783 at 6%; with 50% employer match about $154,783 at 4% or $103,189 at 6%; with 100% employer match about $116,088 at 4% or $77,392 at 6%.
202016$2,008,067$70,737$11,790iApproximate average salary by contribution assumption: employee only about $294,738 at 4% or $196,492 at 6%; with 50% employer match about $196,492 at 4% or $130,994 at 6%; with 100% employer match about $147,369 at 4% or $98,246 at 6%.
Potter, Bryant, & Moore PC. 401 K Profit Sharing Plan-6$2,008,067$70,737$11,790iApproximate average salary by contribution assumption: employee only about $294,738 at 4% or $196,492 at 6%; with 50% employer match about $196,492 at 4% or $130,994 at 6%; with 100% employer match about $147,369 at 4% or $98,246 at 6%.
201917$1,579,182$32,155$4,594iApproximate average salary by contribution assumption: employee only about $114,839 at 4% or $76,560 at 6%; with 50% employer match about $76,560 at 4% or $51,040 at 6%; with 100% employer match about $57,420 at 4% or $38,280 at 6%.
Potter, Bryant, & Moore PC. 401 K Profit Sharing Plan-7$1,579,182$32,155$4,594iApproximate average salary by contribution assumption: employee only about $114,839 at 4% or $76,560 at 6%; with 50% employer match about $76,560 at 4% or $51,040 at 6%; with 100% employer match about $57,420 at 4% or $38,280 at 6%.
201816$1,206,802$58,056$9,676iApproximate average salary by contribution assumption: employee only about $241,900 at 4% or $161,267 at 6%; with 50% employer match about $161,267 at 4% or $107,511 at 6%; with 100% employer match about $120,950 at 4% or $80,633 at 6%.
Potter, Bryant, & Moore PC. 401 K Profit Sharing Plan-6$1,206,802$58,056$9,676iApproximate average salary by contribution assumption: employee only about $241,900 at 4% or $161,267 at 6%; with 50% employer match about $161,267 at 4% or $107,511 at 6%; with 100% employer match about $120,950 at 4% or $80,633 at 6%.
201716$1,240,289$78,193$13,032iApproximate average salary by contribution assumption: employee only about $325,804 at 4% or $217,203 at 6%; with 50% employer match about $217,203 at 4% or $144,802 at 6%; with 100% employer match about $162,902 at 4% or $108,601 at 6%.
Potter, Bryant, & Moore PC. 401 K Profit Sharing Plan-6$1,240,289$78,193$13,032iApproximate average salary by contribution assumption: employee only about $325,804 at 4% or $217,203 at 6%; with 50% employer match about $217,203 at 4% or $144,802 at 6%; with 100% employer match about $162,902 at 4% or $108,601 at 6%.
201618$1,392,502$56,656$7,082iApproximate average salary by contribution assumption: employee only about $177,050 at 4% or $118,033 at 6%; with 50% employer match about $118,033 at 4% or $78,689 at 6%; with 100% employer match about $88,525 at 4% or $59,017 at 6%.
Potter, Bryant, & Moore PC. 401 K Profit Sharing Plan-8$1,392,502$56,656$7,082iApproximate average salary by contribution assumption: employee only about $177,050 at 4% or $118,033 at 6%; with 50% employer match about $118,033 at 4% or $78,689 at 6%; with 100% employer match about $88,525 at 4% or $59,017 at 6%.
201518$1,279,972$47,478$5,935iApproximate average salary by contribution assumption: employee only about $148,369 at 4% or $98,913 at 6%; with 50% employer match about $98,913 at 4% or $65,942 at 6%; with 100% employer match about $74,184 at 4% or $49,456 at 6%.
Potter, Bryant, & Moore PC. 401 K Profit Sharing Plan-8$1,279,972$47,478$5,935iApproximate average salary by contribution assumption: employee only about $148,369 at 4% or $98,913 at 6%; with 50% employer match about $98,913 at 4% or $65,942 at 6%; with 100% employer match about $74,184 at 4% or $49,456 at 6%.
201419$1,268,395$45,887$5,099iApproximate average salary by contribution assumption: employee only about $127,464 at 4% or $84,976 at 6%; with 50% employer match about $84,976 at 4% or $56,651 at 6%; with 100% employer match about $63,732 at 4% or $42,488 at 6%.
Potter, Bryant, & Moore PC. 401 K Profit Sharing Plan-9$1,268,395$45,887$5,099iApproximate average salary by contribution assumption: employee only about $127,464 at 4% or $84,976 at 6%; with 50% employer match about $84,976 at 4% or $56,651 at 6%; with 100% employer match about $63,732 at 4% or $42,488 at 6%.
201319$1,124,413$37,884$4,209iApproximate average salary by contribution assumption: employee only about $105,233 at 4% or $70,156 at 6%; with 50% employer match about $70,156 at 4% or $46,770 at 6%; with 100% employer match about $52,617 at 4% or $35,078 at 6%.
Potter, Bryant, & Moore PC. 401 K Profit Sharing Plan-9$1,124,413$37,884$4,209iApproximate average salary by contribution assumption: employee only about $105,233 at 4% or $70,156 at 6%; with 50% employer match about $70,156 at 4% or $46,770 at 6%; with 100% employer match about $52,617 at 4% or $35,078 at 6%.
201218$849,824$53,139$6,642iApproximate average salary by contribution assumption: employee only about $166,059 at 4% or $110,706 at 6%; with 50% employer match about $110,706 at 4% or $73,804 at 6%; with 100% employer match about $83,030 at 4% or $55,353 at 6%.
Potter, Bryant, & Moore PC. 401 K Profit Sharing Plan-8$849,824$53,139$6,642iApproximate average salary by contribution assumption: employee only about $166,059 at 4% or $110,706 at 6%; with 50% employer match about $110,706 at 4% or $73,804 at 6%; with 100% employer match about $83,030 at 4% or $55,353 at 6%.
201118$887,713$47,737$5,967iApproximate average salary by contribution assumption: employee only about $149,178 at 4% or $99,452 at 6%; with 50% employer match about $99,452 at 4% or $66,301 at 6%; with 100% employer match about $74,589 at 4% or $49,726 at 6%.
Potter, Bryant, & Moore PC. 401 K Profit Sharing Plan-8$887,713$47,737$5,967iApproximate average salary by contribution assumption: employee only about $149,178 at 4% or $99,452 at 6%; with 50% employer match about $99,452 at 4% or $66,301 at 6%; with 100% employer match about $74,589 at 4% or $49,726 at 6%.
201018$860,289$58,781$7,348iApproximate average salary by contribution assumption: employee only about $183,691 at 4% or $122,460 at 6%; with 50% employer match about $122,460 at 4% or $81,640 at 6%; with 100% employer match about $91,845 at 4% or $61,230 at 6%.
Potter, Bryant, & Moore PC. 401 K Profit Sharing Plan-8$860,289$58,781$7,348iApproximate average salary by contribution assumption: employee only about $183,691 at 4% or $122,460 at 6%; with 50% employer match about $122,460 at 4% or $81,640 at 6%; with 100% employer match about $91,845 at 4% or $61,230 at 6%.
200919$719,041$72,306$8,034iApproximate average salary by contribution assumption: employee only about $200,850 at 4% or $133,900 at 6%; with 50% employer match about $133,900 at 4% or $89,267 at 6%; with 100% employer match about $100,425 at 4% or $66,950 at 6%.
Potter, Bryant, & Moore PC. 401 K Profit Sharing Plan-9$719,041$72,306$8,034iApproximate average salary by contribution assumption: employee only about $200,850 at 4% or $133,900 at 6%; with 50% employer match about $133,900 at 4% or $89,267 at 6%; with 100% employer match about $100,425 at 4% or $66,950 at 6%.
200817$507,776$57,391$8,199iApproximate average salary by contribution assumption: employee only about $204,968 at 4% or $136,645 at 6%; with 50% employer match about $136,645 at 4% or $91,097 at 6%; with 100% employer match about $102,484 at 4% or $68,323 at 6%.
Potter, Bryant, & Moore PC. 401 K Profit Sharing Plan-7$507,776$57,391$8,199iApproximate average salary by contribution assumption: employee only about $204,968 at 4% or $136,645 at 6%; with 50% employer match about $136,645 at 4% or $91,097 at 6%; with 100% employer match about $102,484 at 4% or $68,323 at 6%.
200717$787,334$61,626$8,804iApproximate average salary by contribution assumption: employee only about $220,093 at 4% or $146,729 at 6%; with 50% employer match about $146,729 at 4% or $97,819 at 6%; with 100% employer match about $110,046 at 4% or $73,364 at 6%.
Potter, Bryant, & Moore PC. 401 K Profit Sharing Plan-7$787,334$61,626$8,804iApproximate average salary by contribution assumption: employee only about $220,093 at 4% or $146,729 at 6%; with 50% employer match about $146,729 at 4% or $97,819 at 6%; with 100% employer match about $110,046 at 4% or $73,364 at 6%.
200618$1,035,037$61,745$7,718iApproximate average salary by contribution assumption: employee only about $192,953 at 4% or $128,635 at 6%; with 50% employer match about $128,635 at 4% or $85,757 at 6%; with 100% employer match about $96,477 at 4% or $64,318 at 6%.
Potter, Bryant, & Moore PC. 401 K Profit Sharing Plan-8$1,035,037$61,745$7,718iApproximate average salary by contribution assumption: employee only about $192,953 at 4% or $128,635 at 6%; with 50% employer match about $128,635 at 4% or $85,757 at 6%; with 100% employer match about $96,477 at 4% or $64,318 at 6%.
200518$855,335$71,076$8,885iApproximate average salary by contribution assumption: employee only about $222,113 at 4% or $148,075 at 6%; with 50% employer match about $148,075 at 4% or $98,717 at 6%; with 100% employer match about $111,056 at 4% or $74,038 at 6%.
Potter, Bryant, & Moore PC. 401 K Profit Sharing Plan-8$855,335$71,076$8,885iApproximate average salary by contribution assumption: employee only about $222,113 at 4% or $148,075 at 6%; with 50% employer match about $148,075 at 4% or $98,717 at 6%; with 100% employer match about $111,056 at 4% or $74,038 at 6%.
200418$754,370$72,705$9,088iApproximate average salary by contribution assumption: employee only about $227,203 at 4% or $151,469 at 6%; with 50% employer match about $151,469 at 4% or $100,979 at 6%; with 100% employer match about $113,602 at 4% or $75,734 at 6%.
Potter, Bryant, & Moore PC. 401 K Profit Sharing Plan-8$754,370$72,705$9,088iApproximate average salary by contribution assumption: employee only about $227,203 at 4% or $151,469 at 6%; with 50% employer match about $151,469 at 4% or $100,979 at 6%; with 100% employer match about $113,602 at 4% or $75,734 at 6%.
200317$608,311$76,539$10,934iApproximate average salary by contribution assumption: employee only about $273,354 at 4% or $182,236 at 6%; with 50% employer match about $182,236 at 4% or $121,490 at 6%; with 100% employer match about $136,677 at 4% or $91,118 at 6%.
Potter, Bryant, & Moore PC. 401 K Profit Sharing Plan-7$608,311$76,539$10,934iApproximate average salary by contribution assumption: employee only about $273,354 at 4% or $182,236 at 6%; with 50% employer match about $182,236 at 4% or $121,490 at 6%; with 100% employer match about $136,677 at 4% or $91,118 at 6%.
200217$0$0-
Potter, Bryant, & Moore PC. 401 K Profit Sharing Plan-7---
200116$0$0-
Potter, Bryant, & Moore PC. 401 K Profit Sharing Plan-6---
200017$497,285$66,738$9,534iApproximate average salary by contribution assumption: employee only about $238,350 at 4% or $158,900 at 6%; with 50% employer match about $158,900 at 4% or $105,933 at 6%; with 100% employer match about $119,175 at 4% or $79,450 at 6%.
Potter, Bryant, & Moore PC. 401 K Profit Sharing Plan-7$497,285$66,738$9,534iApproximate average salary by contribution assumption: employee only about $238,350 at 4% or $158,900 at 6%; with 50% employer match about $158,900 at 4% or $105,933 at 6%; with 100% employer match about $119,175 at 4% or $79,450 at 6%.
199917$408,866$80,683$11,526iApproximate average salary by contribution assumption: employee only about $288,154 at 4% or $192,102 at 6%; with 50% employer match about $192,102 at 4% or $128,068 at 6%; with 100% employer match about $144,077 at 4% or $96,051 at 6%.
Potter, Bryant, & Moore PC. 401 K Profit Sharing Plan-7$408,866$80,683$11,526iApproximate average salary by contribution assumption: employee only about $288,154 at 4% or $192,102 at 6%; with 50% employer match about $192,102 at 4% or $128,068 at 6%; with 100% employer match about $144,077 at 4% or $96,051 at 6%.