Civic Intelligence

James, Potts & Wulfers Inc.

Plan context: JAMES, POTTS & WULFERS, INC. EMPLOYEES' PROFIT SHARING PLAN

EIN 73-1446405 • Tulsa, OK • 24 filings • 3 plans

2 West 2nd Street, Ste 700Tulsa, OK 74103
Current Snapshot

Latest Year

2020

2020 Participants

1

2020 Assets

$240

2020 Contributions

$56,842

Historical Graphs

Total Assets Over Time

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

$1,899,713$949,857$0199920102019YearValue
$240Latest year 2019

Participants Over Time

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

1050199920092019YearValue
1Latest year 2019

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
202010$0$0-
JAMES, POTTS & WULFERS, INC. EMPLOYEES' PROFIT SHARING PLAN-0$0--
201911$240$56,842$56,842iApproximate average salary by contribution assumption: employee only about $1,421,050 at 4% or $947,367 at 6%; with 50% employer match about $947,367 at 4% or $631,578 at 6%; with 100% employer match about $710,525 at 4% or $473,683 at 6%.
JAMES, POTTS & WULFERS, INC. EMPLOYEES' PROFIT SHARING PLAN-1$240$56,842$56,842iApproximate average salary by contribution assumption: employee only about $1,421,050 at 4% or $947,367 at 6%; with 50% employer match about $947,367 at 4% or $631,578 at 6%; with 100% employer match about $710,525 at 4% or $473,683 at 6%.
201818$1,182,002$72,183$9,023iApproximate average salary by contribution assumption: employee only about $225,572 at 4% or $150,381 at 6%; with 50% employer match about $150,381 at 4% or $100,254 at 6%; with 100% employer match about $112,786 at 4% or $75,191 at 6%.
JAMES, POTTS & WULFERS, INC. EMPLOYEES' PROFIT SHARING PLAN-8$1,182,002$72,183$9,023iApproximate average salary by contribution assumption: employee only about $225,572 at 4% or $150,381 at 6%; with 50% employer match about $150,381 at 4% or $100,254 at 6%; with 100% employer match about $112,786 at 4% or $75,191 at 6%.
201717$1,284,498$87,695$12,528iApproximate average salary by contribution assumption: employee only about $313,196 at 4% or $208,798 at 6%; with 50% employer match about $208,798 at 4% or $139,198 at 6%; with 100% employer match about $156,598 at 4% or $104,399 at 6%.
JAMES, POTTS & WULFERS, INC. EMPLOYEES' PROFIT SHARING PLAN-7$1,284,498$87,695$12,528iApproximate average salary by contribution assumption: employee only about $313,196 at 4% or $208,798 at 6%; with 50% employer match about $208,798 at 4% or $139,198 at 6%; with 100% employer match about $156,598 at 4% or $104,399 at 6%.
201627$1,088,866$76,023$10,860iApproximate average salary by contribution assumption: employee only about $271,511 at 4% or $181,007 at 6%; with 50% employer match about $181,007 at 4% or $120,671 at 6%; with 100% employer match about $135,755 at 4% or $90,504 at 6%.
JAMES, POTTS & WULFERS, INC. EMPLOYEES' PROFIT SHARING PLAN-7$1,088,866$63,195$9,028iApproximate average salary by contribution assumption: employee only about $225,696 at 4% or $150,464 at 6%; with 50% employer match about $150,464 at 4% or $100,310 at 6%; with 100% employer match about $112,848 at 4% or $75,232 at 6%.
Makes Sense 401K Plan-0-$12,828-
201519$1,014,420$147,036$16,337iApproximate average salary by contribution assumption: employee only about $408,433 at 4% or $272,289 at 6%; with 50% employer match about $272,289 at 4% or $181,526 at 6%; with 100% employer match about $204,217 at 4% or $136,144 at 6%.
Makes Sense 401K Plan-9$1,014,420$147,036$16,337iApproximate average salary by contribution assumption: employee only about $408,433 at 4% or $272,289 at 6%; with 50% employer match about $272,289 at 4% or $181,526 at 6%; with 100% employer match about $204,217 at 4% or $136,144 at 6%.
201428$933,239$923,952$115,494iApproximate average salary by contribution assumption: employee only about $2,887,350 at 4% or $1,924,900 at 6%; with 50% employer match about $1,924,900 at 4% or $1,283,267 at 6%; with 100% employer match about $1,443,675 at 4% or $962,450 at 6%.
Makes Sense 401K Plan-8$933,239$906,187$113,273iApproximate average salary by contribution assumption: employee only about $2,831,834 at 4% or $1,887,890 at 6%; with 50% employer match about $1,887,890 at 4% or $1,258,593 at 6%; with 100% employer match about $1,415,917 at 4% or $943,945 at 6%.
James, Potts & Wulfers Inc. Employees Profit Sharing Plan-0$0$17,765-
201319$1,899,713$109,196$12,133iApproximate average salary by contribution assumption: employee only about $303,322 at 4% or $202,215 at 6%; with 50% employer match about $202,215 at 4% or $134,810 at 6%; with 100% employer match about $151,661 at 4% or $101,107 at 6%.
James, Potts & Wulfers Inc. Employees Profit Sharing Plan-9$1,899,713$109,196$12,133iApproximate average salary by contribution assumption: employee only about $303,322 at 4% or $202,215 at 6%; with 50% employer match about $202,215 at 4% or $134,810 at 6%; with 100% employer match about $151,661 at 4% or $101,107 at 6%.
201218$1,608,712$134,843$16,855iApproximate average salary by contribution assumption: employee only about $421,384 at 4% or $280,923 at 6%; with 50% employer match about $280,923 at 4% or $187,282 at 6%; with 100% employer match about $210,692 at 4% or $140,461 at 6%.
James, Potts & Wulfers Inc. Employees Profit Sharing Plan-8$1,608,712$134,843$16,855iApproximate average salary by contribution assumption: employee only about $421,384 at 4% or $280,923 at 6%; with 50% employer match about $280,923 at 4% or $187,282 at 6%; with 100% employer match about $210,692 at 4% or $140,461 at 6%.
201118$1,389,004$121,298$15,162iApproximate average salary by contribution assumption: employee only about $379,056 at 4% or $252,704 at 6%; with 50% employer match about $252,704 at 4% or $168,469 at 6%; with 100% employer match about $189,528 at 4% or $126,352 at 6%.
James, Potts & Wulfers Inc. Employees Profit Sharing Plan-8$1,389,004$121,298$15,162iApproximate average salary by contribution assumption: employee only about $379,056 at 4% or $252,704 at 6%; with 50% employer match about $252,704 at 4% or $168,469 at 6%; with 100% employer match about $189,528 at 4% or $126,352 at 6%.
201019$1,743,292$124,201$13,800iApproximate average salary by contribution assumption: employee only about $345,003 at 4% or $230,002 at 6%; with 50% employer match about $230,002 at 4% or $153,335 at 6%; with 100% employer match about $172,501 at 4% or $115,001 at 6%.
James, Potts & Wulfers Inc. Employees Profit Sharing Plan-9$1,743,292$124,201$13,800iApproximate average salary by contribution assumption: employee only about $345,003 at 4% or $230,002 at 6%; with 50% employer match about $230,002 at 4% or $153,335 at 6%; with 100% employer match about $172,501 at 4% or $115,001 at 6%.
200918$1,512,822$124,834$15,604iApproximate average salary by contribution assumption: employee only about $390,106 at 4% or $260,071 at 6%; with 50% employer match about $260,071 at 4% or $173,381 at 6%; with 100% employer match about $195,053 at 4% or $130,035 at 6%.
James, Potts & Wulfers Inc. Employees Profit Sharing Plan-8$1,512,822$124,834$15,604iApproximate average salary by contribution assumption: employee only about $390,106 at 4% or $260,071 at 6%; with 50% employer match about $260,071 at 4% or $173,381 at 6%; with 100% employer match about $195,053 at 4% or $130,035 at 6%.
2008110$1,209,807$161,283$16,128iApproximate average salary by contribution assumption: employee only about $403,208 at 4% or $268,805 at 6%; with 50% employer match about $268,805 at 4% or $179,203 at 6%; with 100% employer match about $201,604 at 4% or $134,403 at 6%.
James, Potts & Wulfers Inc. Employees Profit Sharing Plan-10$1,209,807$161,283$16,128iApproximate average salary by contribution assumption: employee only about $403,208 at 4% or $268,805 at 6%; with 50% employer match about $268,805 at 4% or $179,203 at 6%; with 100% employer match about $201,604 at 4% or $134,403 at 6%.
2007110$0$0-
James, Potts & Wulfers Inc. Employees Profit Sharing Plan-10---
200618$1,078,815$111,864$13,983iApproximate average salary by contribution assumption: employee only about $349,575 at 4% or $233,050 at 6%; with 50% employer match about $233,050 at 4% or $155,367 at 6%; with 100% employer match about $174,788 at 4% or $116,525 at 6%.
James, Potts & Wulfers Inc. Employees Profit Sharing Plan-8$1,078,815$111,864$13,983iApproximate average salary by contribution assumption: employee only about $349,575 at 4% or $233,050 at 6%; with 50% employer match about $233,050 at 4% or $155,367 at 6%; with 100% employer match about $174,788 at 4% or $116,525 at 6%.
200516$890,161$78,010$13,002iApproximate average salary by contribution assumption: employee only about $325,042 at 4% or $216,694 at 6%; with 50% employer match about $216,694 at 4% or $144,463 at 6%; with 100% employer match about $162,521 at 4% or $108,347 at 6%.
James, Potts & Wulfers Inc. Employees Profit Sharing Plan-6$890,161$78,010$13,002iApproximate average salary by contribution assumption: employee only about $325,042 at 4% or $216,694 at 6%; with 50% employer match about $216,694 at 4% or $144,463 at 6%; with 100% employer match about $162,521 at 4% or $108,347 at 6%.
200417$762,963$51,173$7,310iApproximate average salary by contribution assumption: employee only about $182,761 at 4% or $121,840 at 6%; with 50% employer match about $121,840 at 4% or $81,227 at 6%; with 100% employer match about $91,380 at 4% or $60,920 at 6%.
James, Potts & Wulfers Inc. Employees Profit Sharing Plan-7$762,963$51,173$7,310iApproximate average salary by contribution assumption: employee only about $182,761 at 4% or $121,840 at 6%; with 50% employer match about $121,840 at 4% or $81,227 at 6%; with 100% employer match about $91,380 at 4% or $60,920 at 6%.
200317$645,745$25,856$3,694iApproximate average salary by contribution assumption: employee only about $92,343 at 4% or $61,562 at 6%; with 50% employer match about $61,562 at 4% or $41,041 at 6%; with 100% employer match about $46,171 at 4% or $30,781 at 6%.
James, Potts & Wulfers Inc. Employees Profit Sharing Plan-7$645,745$25,856$3,694iApproximate average salary by contribution assumption: employee only about $92,343 at 4% or $61,562 at 6%; with 50% employer match about $61,562 at 4% or $41,041 at 6%; with 100% employer match about $46,171 at 4% or $30,781 at 6%.
200217$624,915$29,516$4,217iApproximate average salary by contribution assumption: employee only about $105,414 at 4% or $70,276 at 6%; with 50% employer match about $70,276 at 4% or $46,851 at 6%; with 100% employer match about $52,707 at 4% or $35,138 at 6%.
James, Potts & Wulfers Inc. Employees Profit Sharing Plan-7$624,915$29,516$4,217iApproximate average salary by contribution assumption: employee only about $105,414 at 4% or $70,276 at 6%; with 50% employer match about $70,276 at 4% or $46,851 at 6%; with 100% employer match about $52,707 at 4% or $35,138 at 6%.
200117$752,259$37,989$5,427iApproximate average salary by contribution assumption: employee only about $135,675 at 4% or $90,450 at 6%; with 50% employer match about $90,450 at 4% or $60,300 at 6%; with 100% employer match about $67,838 at 4% or $45,225 at 6%.
James, Potts & Wulfers Inc. Employees Profit Sharing Plan-7$752,259$37,989$5,427iApproximate average salary by contribution assumption: employee only about $135,675 at 4% or $90,450 at 6%; with 50% employer match about $90,450 at 4% or $60,300 at 6%; with 100% employer match about $67,838 at 4% or $45,225 at 6%.
200016$696,836$36,735$6,123iApproximate average salary by contribution assumption: employee only about $153,063 at 4% or $102,042 at 6%; with 50% employer match about $102,042 at 4% or $68,028 at 6%; with 100% employer match about $76,531 at 4% or $51,021 at 6%.
James, Potts & Wulfers Inc. Employees Profit Sharing Plan-6$696,836$36,735$6,123iApproximate average salary by contribution assumption: employee only about $153,063 at 4% or $102,042 at 6%; with 50% employer match about $102,042 at 4% or $68,028 at 6%; with 100% employer match about $76,531 at 4% or $51,021 at 6%.
199916$650,048$26,485$4,414iApproximate average salary by contribution assumption: employee only about $110,354 at 4% or $73,569 at 6%; with 50% employer match about $73,569 at 4% or $49,046 at 6%; with 100% employer match about $55,177 at 4% or $36,785 at 6%.
James, Potts & Wulfers Inc. Employees Profit Sharing Plan-6$650,048$26,485$4,414iApproximate average salary by contribution assumption: employee only about $110,354 at 4% or $73,569 at 6%; with 50% employer match about $73,569 at 4% or $49,046 at 6%; with 100% employer match about $55,177 at 4% or $36,785 at 6%.