Philip B. Potter, D.D.S. Inc.
Plan context: Philip B. Potter, Dds Inc. Defined Benefit Pension Plan
EIN 95-3387671 • 12 filings • 4 plans
Current Snapshot
Latest Year
2005
2005 Participants
2
2005 Assets
$2,615,019
2005 Contributions
$263,127
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2005 | 1 | 2 | $2,615,019 | $263,127 | $131,564iApproximate average salary by contribution assumption: employee only about $3,289,088 at 4% or $2,192,725 at 6%; with 50% employer match about $2,192,725 at 4% or $1,461,817 at 6%; with 100% employer match about $1,644,544 at 4% or $1,096,363 at 6%. |
| Philip B. Potter, Dds Inc. Defined Benefit Pension Plan | - | 2 | $2,615,019 | $263,127 | $131,564iApproximate average salary by contribution assumption: employee only about $3,289,088 at 4% or $2,192,725 at 6%; with 50% employer match about $2,192,725 at 4% or $1,461,817 at 6%; with 100% employer match about $1,644,544 at 4% or $1,096,363 at 6%. |
| 2004 | 1 | 2 | $2,720,967 | $140,000 | $70,000iApproximate average salary by contribution assumption: employee only about $1,750,000 at 4% or $1,166,667 at 6%; with 50% employer match about $1,166,667 at 4% or $777,778 at 6%; with 100% employer match about $875,000 at 4% or $583,333 at 6%. |
| Philip B. Potter, Dds Inc. Defined Benefit Pension Plan | - | 2 | $2,720,967 | $140,000 | $70,000iApproximate average salary by contribution assumption: employee only about $1,750,000 at 4% or $1,166,667 at 6%; with 50% employer match about $1,166,667 at 4% or $777,778 at 6%; with 100% employer match about $875,000 at 4% or $583,333 at 6%. |
| 2003 | 1 | 6 | $2,377,751 | $146,466 | $24,411iApproximate average salary by contribution assumption: employee only about $610,275 at 4% or $406,850 at 6%; with 50% employer match about $406,850 at 4% or $271,233 at 6%; with 100% employer match about $305,138 at 4% or $203,425 at 6%. |
| Philip B. Potter, Dds Inc. Defined Benefit Pension Plan | - | 6 | $2,377,751 | $146,466 | $24,411iApproximate average salary by contribution assumption: employee only about $610,275 at 4% or $406,850 at 6%; with 50% employer match about $406,850 at 4% or $271,233 at 6%; with 100% employer match about $305,138 at 4% or $203,425 at 6%. |
| 2002 | 1 | 5 | $1,694,289 | $175,000 | $35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%. |
| Philip B. Potter, Dds Inc. Defined Benefit Pension Plan | - | 5 | $1,694,289 | $175,000 | $35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%. |
| 2001 | 3 | 6 | $1,908,127 | $1,799,606 | $299,934iApproximate average salary by contribution assumption: employee only about $7,498,358 at 4% or $4,998,906 at 6%; with 50% employer match about $4,998,906 at 4% or $3,332,604 at 6%; with 100% employer match about $3,749,179 at 4% or $2,499,453 at 6%. |
| Philip B. Potter, Dds Inc. Defined Benefit Pension Plan | - | 6 | $1,908,127 | $1,799,606 | $299,934iApproximate average salary by contribution assumption: employee only about $7,498,358 at 4% or $4,998,906 at 6%; with 50% employer match about $4,998,906 at 4% or $3,332,604 at 6%; with 100% employer match about $3,749,179 at 4% or $2,499,453 at 6%. |
| Philip B. Potter, D.D.S. Inc. Profit Sharing Plan | - | 0 | - | - | - |
| Philip B. Potter, D.D.S. Inc. Money Purchase Pension Plan | - | 0 | - | - | - |
| 2000 | 3 | 7 | $1,711,828 | $0 | - |
| Philip B. Potter, D.D.S. Inc. Profit Sharing Plan | - | 7 | $1,134,496 | - | - |
| Philip B. Potter, D.D.S. Inc. Money Purchase Pension Plan | - | 7 | $577,332 | - | - |
| Philip B. Potter, Dds Inc. Defined Benefit Pension Plan | - | 5 | - | - | - |
| 1999 | 2 | 6 | $1,524,437 | $30,063 | $5,011iApproximate average salary by contribution assumption: employee only about $125,263 at 4% or $83,508 at 6%; with 50% employer match about $83,508 at 4% or $55,672 at 6%; with 100% employer match about $62,631 at 4% or $41,754 at 6%. |
| Philip B. Potter, D.D.S. Inc. Profit Sharing Plan | - | 6 | $1,010,304 | $18,183 | $3,031iApproximate average salary by contribution assumption: employee only about $75,763 at 4% or $50,508 at 6%; with 50% employer match about $50,508 at 4% or $33,672 at 6%; with 100% employer match about $37,881 at 4% or $25,254 at 6%. |
| Philip B. Potter, D.D.S. Inc. Money Purchase Pension Plan | - | 6 | $514,133 | $11,880 | $1,980iApproximate average salary by contribution assumption: employee only about $49,500 at 4% or $33,000 at 6%; with 50% employer match about $33,000 at 4% or $22,000 at 6%; with 100% employer match about $24,750 at 4% or $16,500 at 6%. |