Civic Intelligence

Dale a. Potvin

Plan context: Dale and Sally Potvin Defined Benefit Plan

EIN 84-1487216 • 9 filings • 1 plans

Current Snapshot

Latest Year

2007

2007 Participants

3

2007 Assets

$2,083,375

2007 Contributions

$293,468

Historical Graphs

Total Assets Over Time

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

$2,083,375$1,041,688$0199920042006YearValue
$2,083,375Latest year 2006

Participants Over Time

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

420199920032007YearValue
3Latest year 2007

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
200713$0$0-
Dale and Sally Potvin Defined Benefit Plan-3---
200612$2,083,375$293,468$146,734iApproximate average salary by contribution assumption: employee only about $3,668,350 at 4% or $2,445,567 at 6%; with 50% employer match about $2,445,567 at 4% or $1,630,378 at 6%; with 100% employer match about $1,834,175 at 4% or $1,222,783 at 6%.
Dale and Sally Potvin Defined Benefit Plan-2$2,083,375$293,468$146,734iApproximate average salary by contribution assumption: employee only about $3,668,350 at 4% or $2,445,567 at 6%; with 50% employer match about $2,445,567 at 4% or $1,630,378 at 6%; with 100% employer match about $1,834,175 at 4% or $1,222,783 at 6%.
200512$1,629,082$289,889$144,945iApproximate average salary by contribution assumption: employee only about $3,623,613 at 4% or $2,415,742 at 6%; with 50% employer match about $2,415,742 at 4% or $1,610,494 at 6%; with 100% employer match about $1,811,806 at 4% or $1,207,871 at 6%.
Dale and Sally Potvin Defined Benefit Plan-2$1,629,082$289,889$144,945iApproximate average salary by contribution assumption: employee only about $3,623,613 at 4% or $2,415,742 at 6%; with 50% employer match about $2,415,742 at 4% or $1,610,494 at 6%; with 100% employer match about $1,811,806 at 4% or $1,207,871 at 6%.
200413$1,226,978$231,595$77,198iApproximate average salary by contribution assumption: employee only about $1,929,958 at 4% or $1,286,639 at 6%; with 50% employer match about $1,286,639 at 4% or $857,759 at 6%; with 100% employer match about $964,979 at 4% or $643,319 at 6%.
Dale and Sally Potvin Defined Benefit Plan-3$1,226,978$231,595$77,198iApproximate average salary by contribution assumption: employee only about $1,929,958 at 4% or $1,286,639 at 6%; with 50% employer match about $1,286,639 at 4% or $857,759 at 6%; with 100% employer match about $964,979 at 4% or $643,319 at 6%.
200313$975,414$129,266$43,089iApproximate average salary by contribution assumption: employee only about $1,077,217 at 4% or $718,144 at 6%; with 50% employer match about $718,144 at 4% or $478,763 at 6%; with 100% employer match about $538,608 at 4% or $359,072 at 6%.
Dale and Sally Potvin Defined Benefit Plan-3$975,414$129,266$43,089iApproximate average salary by contribution assumption: employee only about $1,077,217 at 4% or $718,144 at 6%; with 50% employer match about $718,144 at 4% or $478,763 at 6%; with 100% employer match about $538,608 at 4% or $359,072 at 6%.
200213$804,700$80,613$26,871iApproximate average salary by contribution assumption: employee only about $671,775 at 4% or $447,850 at 6%; with 50% employer match about $447,850 at 4% or $298,567 at 6%; with 100% employer match about $335,888 at 4% or $223,925 at 6%.
Dale and Sally Potvin Defined Benefit Plan-3$804,700$80,613$26,871iApproximate average salary by contribution assumption: employee only about $671,775 at 4% or $447,850 at 6%; with 50% employer match about $447,850 at 4% or $298,567 at 6%; with 100% employer match about $335,888 at 4% or $223,925 at 6%.
200113$0$0-
Dale and Sally Potvin Defined Benefit Plan-3---
200014$0$0-
Dale and Sally Potvin Defined Benefit Plan-4---
199913$397,468$256,667$85,556iApproximate average salary by contribution assumption: employee only about $2,138,892 at 4% or $1,425,928 at 6%; with 50% employer match about $1,425,928 at 4% or $950,619 at 6%; with 100% employer match about $1,069,446 at 4% or $712,964 at 6%.
Dale and Sally Potvin Defined Benefit Plan-3$397,468$256,667$85,556iApproximate average salary by contribution assumption: employee only about $2,138,892 at 4% or $1,425,928 at 6%; with 50% employer match about $1,425,928 at 4% or $950,619 at 6%; with 100% employer match about $1,069,446 at 4% or $712,964 at 6%.