Civic Intelligence

Potter, Minton, Roberts, Davis & Jones, P. C.

Plan context: Potter Law Firm Retirement Plan

EIN 75-1838979 • Tyler, TX • 52 filings • 3 plans

102 North College Ave., Suite 900Tyler, TX 75702
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$20,747,576

2024 Contributions

$456,266

Historical Graphs

Total Assets Over Time

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

$35,604,220$17,802,110$0199920132024YearValue
$20,747,576Latest year 2024

Participants Over Time

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

47240199920122024YearValue
14Latest 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
2024114$20,747,576$456,266$32,590iApproximate average salary by contribution assumption: employee only about $814,761 at 4% or $543,174 at 6%; with 50% employer match about $543,174 at 4% or $362,116 at 6%; with 100% employer match about $407,380 at 4% or $271,587 at 6%.
Potter Law Firm Retirement Plan-14$20,747,576$456,266$32,590iApproximate average salary by contribution assumption: employee only about $814,761 at 4% or $543,174 at 6%; with 50% employer match about $543,174 at 4% or $362,116 at 6%; with 100% employer match about $407,380 at 4% or $271,587 at 6%.
2023117$18,600,678$385,329$22,666iApproximate average salary by contribution assumption: employee only about $566,660 at 4% or $377,774 at 6%; with 50% employer match about $377,774 at 4% or $251,849 at 6%; with 100% employer match about $283,330 at 4% or $188,887 at 6%.
Potter Law Firm Retirement Plan-17$18,600,678$385,329$22,666iApproximate average salary by contribution assumption: employee only about $566,660 at 4% or $377,774 at 6%; with 50% employer match about $377,774 at 4% or $251,849 at 6%; with 100% employer match about $283,330 at 4% or $188,887 at 6%.
2022118$16,638,771$353,034$19,613iApproximate average salary by contribution assumption: employee only about $490,325 at 4% or $326,883 at 6%; with 50% employer match about $326,883 at 4% or $217,922 at 6%; with 100% employer match about $245,163 at 4% or $163,442 at 6%.
Potter Law Firm Retirement Plan-18$16,638,771$353,034$19,613iApproximate average salary by contribution assumption: employee only about $490,325 at 4% or $326,883 at 6%; with 50% employer match about $326,883 at 4% or $217,922 at 6%; with 100% employer match about $245,163 at 4% or $163,442 at 6%.
2021116$18,605,249$339,140$21,196iApproximate average salary by contribution assumption: employee only about $529,906 at 4% or $353,271 at 6%; with 50% employer match about $353,271 at 4% or $235,514 at 6%; with 100% employer match about $264,953 at 4% or $176,635 at 6%.
Potter Law Firm Retirement Plan-16$18,605,249$339,140$21,196iApproximate average salary by contribution assumption: employee only about $529,906 at 4% or $353,271 at 6%; with 50% employer match about $353,271 at 4% or $235,514 at 6%; with 100% employer match about $264,953 at 4% or $176,635 at 6%.
2020117$17,126,283$344,950$20,291iApproximate average salary by contribution assumption: employee only about $507,279 at 4% or $338,186 at 6%; with 50% employer match about $338,186 at 4% or $225,458 at 6%; with 100% employer match about $253,640 at 4% or $169,093 at 6%.
Potter Law Firm Retirement Plan-17$17,126,283$344,950$20,291iApproximate average salary by contribution assumption: employee only about $507,279 at 4% or $338,186 at 6%; with 50% employer match about $338,186 at 4% or $225,458 at 6%; with 100% employer match about $253,640 at 4% or $169,093 at 6%.
2019123$20,344,238$402,019$17,479iApproximate average salary by contribution assumption: employee only about $436,977 at 4% or $291,318 at 6%; with 50% employer match about $291,318 at 4% or $194,212 at 6%; with 100% employer match about $218,489 at 4% or $145,659 at 6%.
Potter Law Firm Retirement Plan-23$20,344,238$402,019$17,479iApproximate average salary by contribution assumption: employee only about $436,977 at 4% or $291,318 at 6%; with 50% employer match about $291,318 at 4% or $194,212 at 6%; with 100% employer match about $218,489 at 4% or $145,659 at 6%.
2018319$16,950,921$523,979$27,578iApproximate average salary by contribution assumption: employee only about $689,446 at 4% or $459,631 at 6%; with 50% employer match about $459,631 at 4% or $306,420 at 6%; with 100% employer match about $344,723 at 4% or $229,815 at 6%.
Potter Law Firm Retirement Plan-19$16,950,921$523,979$27,578iApproximate average salary by contribution assumption: employee only about $689,446 at 4% or $459,631 at 6%; with 50% employer match about $459,631 at 4% or $306,420 at 6%; with 100% employer match about $344,723 at 4% or $229,815 at 6%.
Potter Law Firm Master Trust-----
Potter Law Firm Associates Retirement Plan-0---
2017316$35,604,220$482,632$30,165iApproximate average salary by contribution assumption: employee only about $754,113 at 4% or $502,742 at 6%; with 50% employer match about $502,742 at 4% or $335,161 at 6%; with 100% employer match about $377,056 at 4% or $251,371 at 6%.
Potter Law Firm Master Trust--$17,802,110--
Potter Law Firm Retirement Plan-16$17,763,311$475,432$29,715iApproximate average salary by contribution assumption: employee only about $742,863 at 4% or $495,242 at 6%; with 50% employer match about $495,242 at 4% or $330,161 at 6%; with 100% employer match about $371,431 at 4% or $247,621 at 6%.
Potter Law Firm Associates Retirement Plan-2$38,799$7,200$3,600iApproximate average salary by contribution assumption: employee only about $90,000 at 4% or $60,000 at 6%; with 50% employer match about $60,000 at 4% or $40,000 at 6%; with 100% employer match about $45,000 at 4% or $30,000 at 6%.
2016323$32,336,098$561,680$24,421iApproximate average salary by contribution assumption: employee only about $610,522 at 4% or $407,014 at 6%; with 50% employer match about $407,014 at 4% or $271,343 at 6%; with 100% employer match about $305,261 at 4% or $203,507 at 6%.
Potter Law Firm Master Trust--$16,168,049--
Potter Law Firm Retirement Plan-23$16,034,266$555,080$24,134iApproximate average salary by contribution assumption: employee only about $603,348 at 4% or $402,232 at 6%; with 50% employer match about $402,232 at 4% or $268,155 at 6%; with 100% employer match about $301,674 at 4% or $201,116 at 6%.
Potter Law Firm Associates Retirement Plan-1$133,783$6,600$6,600iApproximate average salary by contribution assumption: employee only about $165,000 at 4% or $110,000 at 6%; with 50% employer match about $110,000 at 4% or $73,333 at 6%; with 100% employer match about $82,500 at 4% or $55,000 at 6%.
2015329$31,359,860$633,704$21,852iApproximate average salary by contribution assumption: employee only about $546,297 at 4% or $364,198 at 6%; with 50% employer match about $364,198 at 4% or $242,798 at 6%; with 100% employer match about $273,148 at 4% or $182,099 at 6%.
Potter Law Firm Master Trust--$15,679,930--
Potter Law Firm Retirement Plan-29$15,558,862$623,504$21,500iApproximate average salary by contribution assumption: employee only about $537,503 at 4% or $358,336 at 6%; with 50% employer match about $358,336 at 4% or $238,890 at 6%; with 100% employer match about $268,752 at 4% or $179,168 at 6%.
Potter Law Firm Associates Retirement Plan-3$121,068$10,200$3,400iApproximate average salary by contribution assumption: employee only about $85,000 at 4% or $56,667 at 6%; with 50% employer match about $56,667 at 4% or $37,778 at 6%; with 100% employer match about $42,500 at 4% or $28,333 at 6%.
2014327$30,415,208$660,395$24,459iApproximate average salary by contribution assumption: employee only about $611,477 at 4% or $407,651 at 6%; with 50% employer match about $407,651 at 4% or $271,767 at 6%; with 100% employer match about $305,738 at 4% or $203,826 at 6%.
Potter Law Firm Master Trust--$15,207,604--
Potter Law Firm Retirement Plan-27$15,095,110$646,690$23,951iApproximate average salary by contribution assumption: employee only about $598,787 at 4% or $399,191 at 6%; with 50% employer match about $399,191 at 4% or $266,128 at 6%; with 100% employer match about $299,394 at 4% or $199,596 at 6%.
Potter Law Firm Associates Retirement Plan-3$112,494$13,705$4,568iApproximate average salary by contribution assumption: employee only about $114,208 at 4% or $76,139 at 6%; with 50% employer match about $76,139 at 4% or $50,759 at 6%; with 100% employer match about $57,104 at 4% or $38,069 at 6%.
2013335$33,638,242$708,320$20,238iApproximate average salary by contribution assumption: employee only about $505,943 at 4% or $337,295 at 6%; with 50% employer match about $337,295 at 4% or $224,863 at 6%; with 100% employer match about $252,971 at 4% or $168,648 at 6%.
Potter Law Firm Master Trust--$16,819,121--
Potter Law Firm Retirement Plan-35$16,710,189$698,807$19,966iApproximate average salary by contribution assumption: employee only about $499,148 at 4% or $332,765 at 6%; with 50% employer match about $332,765 at 4% or $221,843 at 6%; with 100% employer match about $249,574 at 4% or $166,383 at 6%.
Potter Law Firm Associates Retirement Plan-1$108,932$9,513$9,513iApproximate average salary by contribution assumption: employee only about $237,825 at 4% or $158,550 at 6%; with 50% employer match about $158,550 at 4% or $105,700 at 6%; with 100% employer match about $118,913 at 4% or $79,275 at 6%.
2012333$28,550,454$721,121$21,852iApproximate average salary by contribution assumption: employee only about $546,304 at 4% or $364,203 at 6%; with 50% employer match about $364,203 at 4% or $242,802 at 6%; with 100% employer match about $273,152 at 4% or $182,101 at 6%.
Potter Law Firm Master Trust--$14,275,227--
Potter Law Firm Retirement Plan-33$13,889,942$687,121$20,822iApproximate average salary by contribution assumption: employee only about $520,546 at 4% or $347,031 at 6%; with 50% employer match about $347,031 at 4% or $231,354 at 6%; with 100% employer match about $260,273 at 4% or $173,515 at 6%.
Potter Law Firm Associates Retirement Plan-5$385,285$34,000$6,800iApproximate average salary by contribution assumption: employee only about $170,000 at 4% or $113,333 at 6%; with 50% employer match about $113,333 at 4% or $75,556 at 6%; with 100% employer match about $85,000 at 4% or $56,667 at 6%.
2011330$24,907,841$707,012$23,567iApproximate average salary by contribution assumption: employee only about $589,177 at 4% or $392,784 at 6%; with 50% employer match about $392,784 at 4% or $261,856 at 6%; with 100% employer match about $294,588 at 4% or $196,392 at 6%.
Potter Law Firm Master Trust--$12,453,920--
Potter Law Firm Retirement Plan-30$12,312,248$680,711$22,690iApproximate average salary by contribution assumption: employee only about $567,259 at 4% or $378,173 at 6%; with 50% employer match about $378,173 at 4% or $252,115 at 6%; with 100% employer match about $283,630 at 4% or $189,086 at 6%.
Potter Law Firm Associates Retirement Plan-4$141,673$26,301$6,575iApproximate average salary by contribution assumption: employee only about $164,381 at 4% or $109,588 at 6%; with 50% employer match about $109,588 at 4% or $73,058 at 6%; with 100% employer match about $82,191 at 4% or $54,794 at 6%.
2010338$27,862,252$748,123$19,687iApproximate average salary by contribution assumption: employee only about $492,186 at 4% or $328,124 at 6%; with 50% employer match about $328,124 at 4% or $218,749 at 6%; with 100% employer match about $246,093 at 4% or $164,062 at 6%.
Potter Law Firm Master Trust--$13,931,126--
Potter Law Firm Retirement Plan-38$13,811,470$700,259$18,428iApproximate average salary by contribution assumption: employee only about $460,697 at 4% or $307,131 at 6%; with 50% employer match about $307,131 at 4% or $204,754 at 6%; with 100% employer match about $230,348 at 4% or $153,566 at 6%.
Potter Law Firm Associates Retirement Plan-2$119,656$47,864$23,932iApproximate average salary by contribution assumption: employee only about $598,300 at 4% or $398,867 at 6%; with 50% employer match about $398,867 at 4% or $265,911 at 6%; with 100% employer match about $299,150 at 4% or $199,433 at 6%.
2009333$24,314,662$747,150$22,641iApproximate average salary by contribution assumption: employee only about $566,023 at 4% or $377,348 at 6%; with 50% employer match about $377,348 at 4% or $251,566 at 6%; with 100% employer match about $283,011 at 4% or $188,674 at 6%.
Potter Law Firm Master Trust--$12,158,028--
Potter Law Firm Retirement Plan-33$12,039,292$708,691$21,475iApproximate average salary by contribution assumption: employee only about $536,887 at 4% or $357,925 at 6%; with 50% employer match about $357,925 at 4% or $238,616 at 6%; with 100% employer match about $268,444 at 4% or $178,962 at 6%.
Potter Law Firm Associates Retirement Plan-3$117,342$38,459$12,820iApproximate average salary by contribution assumption: employee only about $320,492 at 4% or $213,661 at 6%; with 50% employer match about $213,661 at 4% or $142,441 at 6%; with 100% employer match about $160,246 at 4% or $106,831 at 6%.
2008332$18,991,424$674,198$21,069iApproximate average salary by contribution assumption: employee only about $526,717 at 4% or $351,145 at 6%; with 50% employer match about $351,145 at 4% or $234,097 at 6%; with 100% employer match about $263,359 at 4% or $175,572 at 6%.
Potter Law Firm Master Trust-0$9,496,973--
Potter Law Firm Retirement Plan-32$9,435,580$636,941$19,904iApproximate average salary by contribution assumption: employee only about $497,610 at 4% or $331,740 at 6%; with 50% employer match about $331,740 at 4% or $221,160 at 6%; with 100% employer match about $248,805 at 4% or $165,870 at 6%.
Potter Law Firm Associates Retirement Plan-4$58,871$37,257$9,314iApproximate average salary by contribution assumption: employee only about $232,856 at 4% or $155,238 at 6%; with 50% employer match about $155,238 at 4% or $103,492 at 6%; with 100% employer match about $116,428 at 4% or $77,619 at 6%.
2007347$12,654,368$0-
Potter Law Firm Master Trust-0$12,654,368--
Potter Law Firm Retirement Plan-47---
Potter Law Firm Associates Retirement Plan-5---
2006335$35,498,903$499,614$14,275iApproximate average salary by contribution assumption: employee only about $356,867 at 4% or $237,911 at 6%; with 50% employer match about $237,911 at 4% or $158,608 at 6%; with 100% employer match about $178,434 at 4% or $118,956 at 6%.
Potter Law Firm Master Trust-0$11,842,404--
Potter Law Firm Associates Retirement Plan-5$11,842,404$27,398$5,480iApproximate average salary by contribution assumption: employee only about $136,990 at 4% or $91,327 at 6%; with 50% employer match about $91,327 at 4% or $60,884 at 6%; with 100% employer match about $68,495 at 4% or $45,663 at 6%.
Potter Law Firm Retirement Plan-35$11,814,095$472,216$13,492iApproximate average salary by contribution assumption: employee only about $337,297 at 4% or $224,865 at 6%; with 50% employer match about $224,865 at 4% or $149,910 at 6%; with 100% employer match about $168,649 at 4% or $112,432 at 6%.
2005133$10,136,314$466,881$14,148iApproximate average salary by contribution assumption: employee only about $353,698 at 4% or $235,798 at 6%; with 50% employer match about $235,798 at 4% or $157,199 at 6%; with 100% employer match about $176,849 at 4% or $117,899 at 6%.
Potter Law Firm Retirement Plan-33$10,136,314$466,881$14,148iApproximate average salary by contribution assumption: employee only about $353,698 at 4% or $235,798 at 6%; with 50% employer match about $235,798 at 4% or $157,199 at 6%; with 100% employer match about $176,849 at 4% or $117,899 at 6%.
2004140$11,905,025$624,923$15,623iApproximate average salary by contribution assumption: employee only about $390,577 at 4% or $260,385 at 6%; with 50% employer match about $260,385 at 4% or $173,590 at 6%; with 100% employer match about $195,288 at 4% or $130,192 at 6%.
Potter Law Firm Retirement Plan-40$11,905,025$624,923$15,623iApproximate average salary by contribution assumption: employee only about $390,577 at 4% or $260,385 at 6%; with 50% employer match about $260,385 at 4% or $173,590 at 6%; with 100% employer match about $195,288 at 4% or $130,192 at 6%.
2003137$10,029,740$534,747$14,453iApproximate average salary by contribution assumption: employee only about $361,316 at 4% or $240,877 at 6%; with 50% employer match about $240,877 at 4% or $160,585 at 6%; with 100% employer match about $180,658 at 4% or $120,439 at 6%.
Potter Law Firm Retirement Plan-37$10,029,740$534,747$14,453iApproximate average salary by contribution assumption: employee only about $361,316 at 4% or $240,877 at 6%; with 50% employer match about $240,877 at 4% or $160,585 at 6%; with 100% employer match about $180,658 at 4% or $120,439 at 6%.
2002135$7,725,228$529,940$15,141iApproximate average salary by contribution assumption: employee only about $378,529 at 4% or $252,352 at 6%; with 50% employer match about $252,352 at 4% or $168,235 at 6%; with 100% employer match about $189,264 at 4% or $126,176 at 6%.
Potter Law Firm Retirement Plan-35$7,725,228$529,940$15,141iApproximate average salary by contribution assumption: employee only about $378,529 at 4% or $252,352 at 6%; with 50% employer match about $252,352 at 4% or $168,235 at 6%; with 100% employer match about $189,264 at 4% or $126,176 at 6%.
2001135$0$0-
Potter Law Firm Retirement Plan-35---
2000135$0$0-
Potter Law Firm Retirement Plan-35---
1999132$10,152,438$426,832$13,339iApproximate average salary by contribution assumption: employee only about $333,463 at 4% or $222,308 at 6%; with 50% employer match about $222,308 at 4% or $148,206 at 6%; with 100% employer match about $166,731 at 4% or $111,154 at 6%.
Potter Law Firm Retirement Plan-32$10,152,438$426,832$13,339iApproximate average salary by contribution assumption: employee only about $333,463 at 4% or $222,308 at 6%; with 50% employer match about $222,308 at 4% or $148,206 at 6%; with 100% employer match about $166,731 at 4% or $111,154 at 6%.