Civic Intelligence

James Michael Potts MD

Plan context: James Michael Potts MD Money Purchase Plan

EIN 72-1213042 • 5 filings • 2 plans

Current Snapshot

Latest Year

2003

2003 Participants

3

2003 Assets

$30,706

2003 Contributions

$652

Historical Graphs

Total Assets Over Time

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

$30,706$15,353$0199920002001YearValue
$30,706Latest year 2001

Participants Over Time

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

320199920012002YearValue
3Latest year 2002

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
200310$0$652-
James Michael Potts MD Money Purchase Plan-0-$652-
200213$0$0-
James Michael Potts MD Money Purchase Plan-3---
200113$30,706$8,425$2,808iApproximate average salary by contribution assumption: employee only about $70,208 at 4% or $46,806 at 6%; with 50% employer match about $46,806 at 4% or $31,204 at 6%; with 100% employer match about $35,104 at 4% or $23,403 at 6%.
James Michael Potts MD Money Purchase Plan-3$30,706$8,425$2,808iApproximate average salary by contribution assumption: employee only about $70,208 at 4% or $46,806 at 6%; with 50% employer match about $46,806 at 4% or $31,204 at 6%; with 100% employer match about $35,104 at 4% or $23,403 at 6%.
200013$25,690$7,302$2,434iApproximate average salary by contribution assumption: employee only about $60,850 at 4% or $40,567 at 6%; with 50% employer match about $40,567 at 4% or $27,044 at 6%; with 100% employer match about $30,425 at 4% or $20,283 at 6%.
James Michael Potts MD Money Purchase Plan-3$25,690$7,302$2,434iApproximate average salary by contribution assumption: employee only about $60,850 at 4% or $40,567 at 6%; with 50% employer match about $40,567 at 4% or $27,044 at 6%; with 100% employer match about $30,425 at 4% or $20,283 at 6%.
199912$17,432$7,128$3,564iApproximate average salary by contribution assumption: employee only about $89,100 at 4% or $59,400 at 6%; with 50% employer match about $59,400 at 4% or $39,600 at 6%; with 100% employer match about $44,550 at 4% or $29,700 at 6%.
James Michael Potts MD Money Purchase Plan-2$17,432$7,128$3,564iApproximate average salary by contribution assumption: employee only about $89,100 at 4% or $59,400 at 6%; with 50% employer match about $59,400 at 4% or $39,600 at 6%; with 100% employer match about $44,550 at 4% or $29,700 at 6%.